The Interview & Focus Group Kit

What you get

• 48 fillable templates in one fillable PDF (162 pages in US Letter, 154 in A4, 2141 fillable fields)
• US Letter and A4 versions, both included
• Type into the boxes and save, or print and write by hand
• A clickable template map with a Done box for every template, and bookmarks

See inside

All 48 templates

• 1.1 Research Question–to–Data Source Alignment Matrix
• 1.2 Participant Sampling Strategy Planner
• 1.3 Data Collection Timeline & Logistics Planner
• 1.4 Method Justification Narrative Builder
• 2.1 Interview Protocol Builder — Master Template
• 2.2 Seidman's Three-Interview Series Planner
• 2.3 Interview Environment & Setup Checklist
• 2.4 Recording Technology Checklist & Troubleshooting Guide
• 3.1 Question Type Selector & Designer
• 3.2 Spradley Grand Tour & Mini Tour Question Builder
• 3.3 Question–Research Question Alignment Audit
• 3.4 Question Wording Refinement Worksheet
• 4.1 Probing Strategy Toolkit — 18 Essential Techniques
• 4.2 Question-Specific Probe Planner
• 4.3 Difficult Participant Scenarios — Response Scripts
• 4.4 Post-Interview Probing Self-Assessment
• 5.1 Focus Group Composition & Recruitment Planner
• 5.2 Focus Group Moderator's Guide (Master Template)
• 5.3 Stimulus Material & Activity Design Templates
• 5.4 Co-Facilitator Coordination Protocol
• 5.5 Focus Group Seating & Room Setup Planner
• 6.1 Virtual Interview Protocol Adaptation Worksheet
• 6.2 Platform Setup Checklist — Zoom & Microsoft Teams
• 6.3 Virtual Focus Group Adaptation Planner
• 6.4 Digital Data Security & Storage Protocol
• 7.1 Phenomenological Interview Protocol Builder
• 7.2 Narrative Interview Protocol Builder
• 7.3 Ethnographic Interview Protocol Builder
• 7.4 Key Informant Interview Protocol Builder
• 8.1 Cultural Responsiveness Self-Assessment & Planning
• 8.2 Interpreter-Mediated Interview Planning Template
• 8.3 Sensitive Topic Interview Adaptation Worksheet
• 9.1 Pilot Interview Planning Checklist
• 9.2 Pilot Interview Reflection & Debrief Template
• 9.3 Protocol Revision Tracking Log
• 9.4 Pilot-to-Field Readiness Checklist
• 10.1 Transcription Convention Selection & Documentation
• 10.2 Transcription Quality Assurance Checklist
• 10.3 Outsourced Transcription Briefing & Quality Control
• 10.4 De-Identification & Pseudonym Master Log
• 11.1 Field Notes Template (During-Interview)
• 11.2 Post-Interview Expanded Field Notes & Reflection
• 11.3 Post-Interview Data Quality Assessment
• 11.4 Reflexivity Journal Entry Template
• 12.1 Participant Tracking & Recruitment Dashboard
• 12.2 Data Saturation Monitoring Log
• 12.3 Saturation Decision & Justification Worksheet
• 12.4 Data Collection Closure Checklist

Every template page gives you

• Its purpose and how long it takes
• Short steps on how to fill it in
• Fillable boxes sized for real answers
• The output it produces
• A supervisor sign-off line
• Where to find the completed example in the workbook

How to use it

• Open the PDF in a free PDF reader app that supports fillable forms (Adobe Acrobat Reader is free and works best). Some phone and browser viewers do not save typed answers.
• Click a box and type. Save often: your answers stay in the file.

The kit and the workbook

The kit gives you the tools. The Interview & Focus Group Workbook teaches the method: it explains every template and shows a completed example of each one. If this is your first time, start with the workbook.