Pre-Interview Checklist for Qualitative Research

Preparation

• Define Objectives: Confirm research goals and ensure interview questions align with them.
• Develop Interview Guide: Create a clear, semi-structured guide with open-ended questions and probes.
• Pilot Test Questions: Test the guide with a small group to refine clarity and relevance.
• Obtain Ethical Approval: Secure institutional review board (IRB) approval if required.
• Prepare Consent Forms: Draft informed consent documents explaining purpose, confidentiality, and participant rights.
• Check Equipment: Test audio/video recording devices, ensure backup batteries, and have spare storage.
• Organize Note-Taking: Prepare a notebook or digital tool for backup notes during the interview.
• Schedule Interviews: Confirm time, location (in-person or virtual), and send reminders to participants.
• Review Participant Background: Familiarize yourself with any relevant participant details (if provided) to tailor questions.
• Plan for Privacy: Ensure the interview setting is quiet, private, and free from interruptions.

Ethical Considerations

• Explain Anonymity/Confidentiality: Be ready to clarify how participant data will be protected.
• Prepare for Sensitive Topics: Anticipate emotional responses and plan empathetic, non-judgmental reactions.
• Know Withdrawal Process: Understand and communicate how participants can withdraw from the study.

Interviewer Readiness

• Practice Active Listening: Rehearse techniques like paraphrasing and pausing to encourage detailed responses.
• Prepare Neutral Probes: Have prompts ready (e.g., "Can you tell me more?") to avoid leading questions.
• Review Bias Awareness: Reflect on personal biases and plan to minimize their influence during the interview.
• Dress Appropriately: Choose attire that suits the context and puts participants at ease.
• Time Management Plan: Allocate time for each question/topic to stay within the agreed duration.

Technical Setup (for Virtual Interviews)

• Test Platform: Verify Zoom, Teams, or other platforms for connectivity and functionality.
• Check Internet: Ensure a stable connection and have a backup (e.g., hotspot).
• Share Instructions: Send participants clear login details and tech support contacts in advance.

Final Checks

• Confirm Consent Process: Plan to review and obtain consent before recording or starting.
• Bring Backup Materials: Carry extra pens, paper, or devices for unforeseen issues.
• Mental Preparation: Take a moment to focus and approach the interview with curiosity and empathy.

Top 5 Things to Remember Before Starting an Interview

1. Clarify your goal: Know the single most important insight you need.
2. Set expectations: Explain consent, recording, and how participants can pause or skip.
3. Sound check: Test mic placement and backup recording.
4. Warm start: Begin with simple, descriptive questions to build rapport.
5. Time plan: Allocate minutes per section—and keep a timer.