Pre-Interview Checklist for Qualitative Research

Preparation

• Define objectives: One‑line goal (what insight do you need?).
• Interview guide: 5–7 open questions + 2–3 probes.
• Pilot test: Try with 1–2 people; fix confusing wording.
• Ethics: Ask teacher/IRB if approval is needed.
• Consent: Plain‑language form; explain recording/storage.
• Equipment: Mic tested; backup recording ready.
• Note‑taking: Have a notebook or digital backup notes.
• Schedule: Confirm time/location; send reminder.
• Privacy: Quiet, interruption‑free space.

Ethical considerations

• Anonymity/confidentiality: Explain how you’ll protect data.
• Sensitive topics: Plan neutral wording; allow passes.
• Withdrawal: Explain how to pause/stop at any time.

Interviewer readiness

• Active listening: Pause, reflect back, then probe.
• Neutral probes: "Can you tell me more?"
• Bias check: Note assumptions; keep wording neutral.
• Time plan: Minutes per section + transitions.

Technical setup (virtual)

• Platform: Test Zoom/Meet/Teams; try a dummy call.
• Internet: Stable connection; hotspot backup if needed.
• Instructions: Send link + tips for best audio.

Final checks

• Consent first: Review and confirm before recording.
• Backups: Extra pens, battery, storage.
• Mindset: Curious, calm, and respectful.

Top 5 to remember

1. Goal: One insight you must learn.
2. Expectations: Consent + ability to pause/skip.
3. Sound check: Mic distance and backup recording.
4. Warm start: Easy openers, then deeper topics.
5. Timing: Keep a simple timer for sections.