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  • Types of Interviews in Research | Guide & Examples

Types of Interviews in Research | Guide & Examples

Published on March 10, 2022 by Tegan George . Revised on June 22, 2023.

An interview is a qualitative research method that relies on asking questions in order to collect data . Interviews involve two or more people, one of whom is the interviewer asking the questions.

There are several types of interviews, often differentiated by their level of structure.

  • Structured interviews have predetermined questions asked in a predetermined order.
  • Unstructured interviews are more free-flowing.
  • Semi-structured interviews fall in between.

Interviews are commonly used in market research, social science, and ethnographic research .

Table of contents

What is a structured interview, what is a semi-structured interview, what is an unstructured interview, what is a focus group, examples of interview questions, advantages and disadvantages of interviews, other interesting articles, frequently asked questions about types of interviews.

Structured interviews have predetermined questions in a set order. They are often closed-ended, featuring dichotomous (yes/no) or multiple-choice questions. While open-ended structured interviews exist, they are much less common. The types of questions asked make structured interviews a predominantly quantitative tool.

Asking set questions in a set order can help you see patterns among responses, and it allows you to easily compare responses between participants while keeping other factors constant. This can mitigate   research biases and lead to higher reliability and validity. However, structured interviews can be overly formal, as well as limited in scope and flexibility.

  • You feel very comfortable with your topic. This will help you formulate your questions most effectively.
  • You have limited time or resources. Structured interviews are a bit more straightforward to analyze because of their closed-ended nature, and can be a doable undertaking for an individual.
  • Your research question depends on holding environmental conditions between participants constant.

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rules of interview in research

Semi-structured interviews are a blend of structured and unstructured interviews. While the interviewer has a general plan for what they want to ask, the questions do not have to follow a particular phrasing or order.

Semi-structured interviews are often open-ended, allowing for flexibility, but follow a predetermined thematic framework, giving a sense of order. For this reason, they are often considered “the best of both worlds.”

However, if the questions differ substantially between participants, it can be challenging to look for patterns, lessening the generalizability and validity of your results.

  • You have prior interview experience. It’s easier than you think to accidentally ask a leading question when coming up with questions on the fly. Overall, spontaneous questions are much more difficult than they may seem.
  • Your research question is exploratory in nature. The answers you receive can help guide your future research.

An unstructured interview is the most flexible type of interview. The questions and the order in which they are asked are not set. Instead, the interview can proceed more spontaneously, based on the participant’s previous answers.

Unstructured interviews are by definition open-ended. This flexibility can help you gather detailed information on your topic, while still allowing you to observe patterns between participants.

However, so much flexibility means that they can be very challenging to conduct properly. You must be very careful not to ask leading questions, as biased responses can lead to lower reliability or even invalidate your research.

  • You have a solid background in your research topic and have conducted interviews before.
  • Your research question is exploratory in nature, and you are seeking descriptive data that will deepen and contextualize your initial hypotheses.
  • Your research necessitates forming a deeper connection with your participants, encouraging them to feel comfortable revealing their true opinions and emotions.

A focus group brings together a group of participants to answer questions on a topic of interest in a moderated setting. Focus groups are qualitative in nature and often study the group’s dynamic and body language in addition to their answers. Responses can guide future research on consumer products and services, human behavior, or controversial topics.

Focus groups can provide more nuanced and unfiltered feedback than individual interviews and are easier to organize than experiments or large surveys . However, their small size leads to low external validity and the temptation as a researcher to “cherry-pick” responses that fit your hypotheses.

  • Your research focuses on the dynamics of group discussion or real-time responses to your topic.
  • Your questions are complex and rooted in feelings, opinions, and perceptions that cannot be answered with a “yes” or “no.”
  • Your topic is exploratory in nature, and you are seeking information that will help you uncover new questions or future research ideas.

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Depending on the type of interview you are conducting, your questions will differ in style, phrasing, and intention. Structured interview questions are set and precise, while the other types of interviews allow for more open-endedness and flexibility.

Here are some examples.

  • Semi-structured
  • Unstructured
  • Focus group
  • Do you like dogs? Yes/No
  • Do you associate dogs with feeling: happy; somewhat happy; neutral; somewhat unhappy; unhappy
  • If yes, name one attribute of dogs that you like.
  • If no, name one attribute of dogs that you don’t like.
  • What feelings do dogs bring out in you?
  • When you think more deeply about this, what experiences would you say your feelings are rooted in?

Interviews are a great research tool. They allow you to gather rich information and draw more detailed conclusions than other research methods, taking into consideration nonverbal cues, off-the-cuff reactions, and emotional responses.

However, they can also be time-consuming and deceptively challenging to conduct properly. Smaller sample sizes can cause their validity and reliability to suffer, and there is an inherent risk of interviewer effect arising from accidentally leading questions.

Here are some advantages and disadvantages of each type of interview that can help you decide if you’d like to utilize this research method.

Advantages and disadvantages of interviews
Type of interview Advantages Disadvantages
Structured interview
Semi-structured interview , , , and
Unstructured interview , , , and
Focus group , , and , since there are multiple people present

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

  • Student’s  t -distribution
  • Normal distribution
  • Null and Alternative Hypotheses
  • Chi square tests
  • Confidence interval
  • Quartiles & Quantiles
  • Cluster sampling
  • Stratified sampling
  • Data cleansing
  • Reproducibility vs Replicability
  • Peer review
  • Prospective cohort study

Research bias

  • Implicit bias
  • Cognitive bias
  • Placebo effect
  • Hawthorne effect
  • Hindsight bias
  • Affect heuristic
  • Social desirability bias

The four most common types of interviews are:

  • Structured interviews : The questions are predetermined in both topic and order. 
  • Semi-structured interviews : A few questions are predetermined, but other questions aren’t planned.
  • Unstructured interviews : None of the questions are predetermined.
  • Focus group interviews : The questions are presented to a group instead of one individual.

The interviewer effect is a type of bias that emerges when a characteristic of an interviewer (race, age, gender identity, etc.) influences the responses given by the interviewee.

There is a risk of an interviewer effect in all types of interviews , but it can be mitigated by writing really high-quality interview questions.

Social desirability bias is the tendency for interview participants to give responses that will be viewed favorably by the interviewer or other participants. It occurs in all types of interviews and surveys , but is most common in semi-structured interviews , unstructured interviews , and focus groups .

Social desirability bias can be mitigated by ensuring participants feel at ease and comfortable sharing their views. Make sure to pay attention to your own body language and any physical or verbal cues, such as nodding or widening your eyes.

This type of bias can also occur in observations if the participants know they’re being observed. They might alter their behavior accordingly.

A focus group is a research method that brings together a small group of people to answer questions in a moderated setting. The group is chosen due to predefined demographic traits, and the questions are designed to shed light on a topic of interest. It is one of 4 types of interviews .

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

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How to conduct qualitative interviews (tips and best practices)

Last updated

18 May 2023

Reviewed by

Miroslav Damyanov

However, conducting qualitative interviews can be challenging, even for seasoned researchers. Poorly conducted interviews can lead to inaccurate or incomplete data, significantly compromising the validity and reliability of your research findings.

When planning to conduct qualitative interviews, you must adequately prepare yourself to get the most out of your data. Fortunately, there are specific tips and best practices that can help you conduct qualitative interviews effectively.

  • What is a qualitative interview?

A qualitative interview is a research technique used to gather in-depth information about people's experiences, attitudes, beliefs, and perceptions. Unlike a structured questionnaire or survey, a qualitative interview is a flexible, conversational approach that allows the interviewer to delve into the interviewee's responses and explore their insights and experiences.

In a qualitative interview, the researcher typically develops a set of open-ended questions that provide a framework for the conversation. However, the interviewer can also adapt to the interviewee's responses and ask follow-up questions to understand their experiences and views better.

  • How to conduct interviews in qualitative research

Conducting interviews involves a well-planned and deliberate process to collect accurate and valid data. 

Here’s a step-by-step guide on how to conduct interviews in qualitative research, broken down into three stages:

1. Before the interview

The first step in conducting a qualitative interview is determining your research question . This will help you identify the type of participants you need to recruit . Once you have your research question, you can start recruiting participants by identifying potential candidates and contacting them to gauge their interest in participating in the study. 

After that, it's time to develop your interview questions. These should be open-ended questions that will elicit detailed responses from participants. You'll also need to get consent from the participants, ideally in writing, to ensure that they understand the purpose of the study and their rights as participants. Finally, choose a comfortable and private location to conduct the interview and prepare the interview guide.

2. During the interview

Start by introducing yourself and explaining the purpose of the study. Establish a rapport by putting the participants at ease and making them feel comfortable. Use the interview guide to ask the questions, but be flexible and ask follow-up questions to gain more insight into the participants' responses. 

Take notes during the interview, and ask permission to record the interview for transcription purposes. Be mindful of the time, and cover all the questions in the interview guide.

3. After the interview

Once the interview is over, transcribe the interview if you recorded it. If you took notes, review and organize them to make sure you capture all the important information. Then, analyze the data you collected by identifying common themes and patterns. Use the findings to answer your research question. 

Finally, debrief with the participants to thank them for their time, provide feedback on the study, and answer any questions they may have.

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rules of interview in research

  • What kinds of questions should you ask in a qualitative interview?

Qualitative interviews involve asking questions that encourage participants to share their experiences, opinions, and perspectives on a particular topic. These questions are designed to elicit detailed and nuanced responses rather than simple yes or no answers.

Effective questions in a qualitative interview are generally open-ended and non-leading. They avoid presuppositions or assumptions about the participant's experience and allow them to share their views in their own words. 

In customer research , you might ask questions such as:

What motivated you to choose our product/service over our competitors?

How did you first learn about our product/service?

Can you walk me through your experience with our product/service?

What improvements or changes would you suggest for our product/service?

Have you recommended our product/service to others, and if so, why?

The key is to ask questions relevant to the research topic and allow participants to share their experiences meaningfully and informally. 

  • How to determine the right qualitative interview participants

Choosing the right participants for a qualitative interview is a crucial step in ensuring the success and validity of the research . You need to consider several factors to determine the right participants for a qualitative interview. These may include:

Relevant experiences : Participants should have experiences related to the research topic that can provide valuable insights.

Diversity : Aim to include diverse participants to ensure the study's findings are representative and inclusive.

Access : Identify participants who are accessible and willing to participate in the study.

Informed consent : Participants should be fully informed about the study's purpose, methods, and potential risks and benefits and be allowed to provide informed consent.

You can use various recruitment methods, such as posting ads in relevant forums, contacting community organizations or social media groups, or using purposive sampling to identify participants who meet specific criteria.

  • How to make qualitative interview subjects comfortable

Making participants comfortable during a qualitative interview is essential to obtain rich, detailed data. Participants are more likely to share their experiences openly when they feel at ease and not judged. 

Here are some ways to make interview subjects comfortable:

Explain the purpose of the study

Start the interview by explaining the research topic and its importance. The goal is to give participants a sense of what to expect.

Create a comfortable environment

Conduct the interview in a quiet, private space where the participant feels comfortable. Turn off any unnecessary electronics that can create distractions. Ensure your equipment works well ahead of time. Arrive at the interview on time. If you conduct a remote interview, turn on your camera and mute all notetakers and observers.

Build rapport

Greet the participant warmly and introduce yourself. Show interest in their responses and thank them for their time.

Use open-ended questions

Ask questions that encourage participants to elaborate on their thoughts and experiences.

Listen attentively

Resist the urge to multitask . Pay attention to the participant's responses, nod your head, or make supportive comments to show you’re interested in their answers. Avoid interrupting them.

Avoid judgment

Show respect and don't judge the participant's views or experiences. Allow the participant to speak freely without feeling judged or ridiculed.

Offer breaks

If needed, offer breaks during the interview, especially if the topic is sensitive or emotional.

Creating a comfortable environment and establishing rapport with the participant fosters an atmosphere of trust and encourages open communication. This helps participants feel at ease and willing to share their experiences.

  • How to analyze a qualitative interview

Analyzing a qualitative interview involves a systematic process of examining the data collected to identify patterns, themes, and meanings that emerge from the responses. 

Here are some steps on how to analyze a qualitative interview:

1. Transcription

The first step is transcribing the interview into text format to have a written record of the conversation. This step is essential to ensure that you can refer back to the interview data and identify the important aspects of the interview.

2. Data reduction

Once you’ve transcribed the interview, read through it to identify key themes, patterns, and phrases emerging from the data. This process involves reducing the data into more manageable pieces you can easily analyze.

The next step is to code the data by labeling sections of the text with descriptive words or phrases that reflect the data's content. Coding helps identify key themes and patterns from the interview data.

4. Categorization

After coding, you should group the codes into categories based on their similarities. This process helps to identify overarching themes or sub-themes that emerge from the data.

5. Interpretation

You should then interpret the themes and sub-themes by identifying relationships, contradictions, and meanings that emerge from the data. Interpretation involves analyzing the themes in the context of the research question .

6. Comparison

The next step is comparing the data across participants or groups to identify similarities and differences. This step helps to ensure that the findings aren’t just specific to one participant but can be generalized to the wider population.

7. Triangulation

To ensure the findings are valid and reliable, you should use triangulation by comparing the findings with other sources, such as observations or interview data.

8. Synthesis

The final step is synthesizing the findings by summarizing the key themes and presenting them clearly and concisely. This step involves writing a report that presents the findings in a way that is easy to understand, using quotes and examples from the interview data to illustrate the themes.

  • Tips for transcribing a qualitative interview

Transcribing a qualitative interview is a crucial step in the research process. It involves converting the audio or video recording of the interview into written text. 

Here are some tips for transcribing a qualitative interview:

Use transcription software

Transcription software can save time and increase accuracy by automatically transcribing audio or video recordings.

Listen carefully

When manually transcribing, listen carefully to the recording to ensure clarity. Pause and rewind the recording as necessary.

Use appropriate formatting

Use a consistent format for transcribing, such as marking pauses, overlaps, and interruptions. Indicate non-verbal cues such as laughter, sighs, or changes in tone.

Edit for clarity

Edit the transcription to ensure clarity and readability. Use standard grammar and punctuation, correct misspellings, and remove filler words like "um" and "ah."

Proofread and edit

Verify the accuracy of the transcription by listening to the recording again and reviewing the notes taken during the interview.

Use timestamps

Add timestamps to the transcription to reference specific interview sections.

Transcribing a qualitative interview can be time-consuming, but it’s essential to ensure the accuracy of the data collected. Following these tips can produce high-quality transcriptions useful for analysis and reporting.

  • Why are interview techniques in qualitative research effective?

Unlike quantitative research methods, which rely on numerical data, qualitative research seeks to understand the richness and complexity of human experiences and perspectives. 

Interview techniques involve asking open-ended questions that allow participants to express their views and share their stories in their own words. This approach can help researchers to uncover unexpected or surprising insights that may not have been discovered through other research methods.

Interview techniques also allow researchers to establish rapport with participants, creating a comfortable and safe space for them to share their experiences. This can lead to a deeper level of trust and candor, leading to more honest and authentic responses.

  • What are the weaknesses of qualitative interviews?

Qualitative interviews are an excellent research approach when used properly, but they have their drawbacks. 

The weaknesses of qualitative interviews include the following:

Subjectivity and personal biases

Qualitative interviews rely on the researcher's interpretation of the interviewee's responses. The researcher's biases or preconceptions can affect how the questions are framed and how the responses are interpreted, which can influence results.

Small sample size

The sample size in qualitative interviews is often small, which can limit the generalizability of the results to the larger population.

Data quality

The quality of data collected during interviews can be affected by various factors, such as the interviewee's mood, the setting of the interview, and the interviewer's skills and experience.

Socially desirable responses

Interviewees may provide responses that they believe are socially acceptable rather than truthful or genuine.

Conducting qualitative interviews can be expensive, especially if the researcher must travel to different locations to conduct the interviews.

Time-consuming

The data analysis process can be time-consuming and labor-intensive, as researchers need to transcribe and analyze the data manually.

Despite these weaknesses, qualitative interviews remain a valuable research tool . You can take steps to mitigate the impact of these weaknesses by incorporating the perspectives of other researchers or participants in the analysis process, using multiple data sources , and critically analyzing your biases and assumptions.

Mastering the art of qualitative interviews is an essential skill for businesses looking to gain deep insights into their customers' needs , preferences, and behaviors. By following the tips and best practices outlined in this article, you can conduct interviews that provide you with rich data that you can use to make informed decisions about your products, services, and marketing strategies. 

Remember that effective communication, active listening, and proper analysis are critical components of successful qualitative interviews. By incorporating these practices into your customer research, you can gain a competitive edge and build stronger customer relationships.

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Chapter 11. Interviewing

Introduction.

Interviewing people is at the heart of qualitative research. It is not merely a way to collect data but an intrinsically rewarding activity—an interaction between two people that holds the potential for greater understanding and interpersonal development. Unlike many of our daily interactions with others that are fairly shallow and mundane, sitting down with a person for an hour or two and really listening to what they have to say is a profound and deep enterprise, one that can provide not only “data” for you, the interviewer, but also self-understanding and a feeling of being heard for the interviewee. I always approach interviewing with a deep appreciation for the opportunity it gives me to understand how other people experience the world. That said, there is not one kind of interview but many, and some of these are shallower than others. This chapter will provide you with an overview of interview techniques but with a special focus on the in-depth semistructured interview guide approach, which is the approach most widely used in social science research.

An interview can be variously defined as “a conversation with a purpose” ( Lune and Berg 2018 ) and an attempt to understand the world from the point of view of the person being interviewed: “to unfold the meaning of peoples’ experiences, to uncover their lived world prior to scientific explanations” ( Kvale 2007 ). It is a form of active listening in which the interviewer steers the conversation to subjects and topics of interest to their research but also manages to leave enough space for those interviewed to say surprising things. Achieving that balance is a tricky thing, which is why most practitioners believe interviewing is both an art and a science. In my experience as a teacher, there are some students who are “natural” interviewers (often they are introverts), but anyone can learn to conduct interviews, and everyone, even those of us who have been doing this for years, can improve their interviewing skills. This might be a good time to highlight the fact that the interview is a product between interviewer and interviewee and that this product is only as good as the rapport established between the two participants. Active listening is the key to establishing this necessary rapport.

Patton ( 2002 ) makes the argument that we use interviews because there are certain things that are not observable. In particular, “we cannot observe feelings, thoughts, and intentions. We cannot observe behaviors that took place at some previous point in time. We cannot observe situations that preclude the presence of an observer. We cannot observe how people have organized the world and the meanings they attach to what goes on in the world. We have to ask people questions about those things” ( 341 ).

Types of Interviews

There are several distinct types of interviews. Imagine a continuum (figure 11.1). On one side are unstructured conversations—the kind you have with your friends. No one is in control of those conversations, and what you talk about is often random—whatever pops into your head. There is no secret, underlying purpose to your talking—if anything, the purpose is to talk to and engage with each other, and the words you use and the things you talk about are a little beside the point. An unstructured interview is a little like this informal conversation, except that one of the parties to the conversation (you, the researcher) does have an underlying purpose, and that is to understand the other person. You are not friends speaking for no purpose, but it might feel just as unstructured to the “interviewee” in this scenario. That is one side of the continuum. On the other side are fully structured and standardized survey-type questions asked face-to-face. Here it is very clear who is asking the questions and who is answering them. This doesn’t feel like a conversation at all! A lot of people new to interviewing have this ( erroneously !) in mind when they think about interviews as data collection. Somewhere in the middle of these two extreme cases is the “ semistructured” interview , in which the researcher uses an “interview guide” to gently move the conversation to certain topics and issues. This is the primary form of interviewing for qualitative social scientists and will be what I refer to as interviewing for the rest of this chapter, unless otherwise specified.

Types of Interviewing Questions: Unstructured conversations, Semi-structured interview, Structured interview, Survey questions

Informal (unstructured conversations). This is the most “open-ended” approach to interviewing. It is particularly useful in conjunction with observational methods (see chapters 13 and 14). There are no predetermined questions. Each interview will be different. Imagine you are researching the Oregon Country Fair, an annual event in Veneta, Oregon, that includes live music, artisan craft booths, face painting, and a lot of people walking through forest paths. It’s unlikely that you will be able to get a person to sit down with you and talk intensely about a set of questions for an hour and a half. But you might be able to sidle up to several people and engage with them about their experiences at the fair. You might have a general interest in what attracts people to these events, so you could start a conversation by asking strangers why they are here or why they come back every year. That’s it. Then you have a conversation that may lead you anywhere. Maybe one person tells a long story about how their parents brought them here when they were a kid. A second person talks about how this is better than Burning Man. A third person shares their favorite traveling band. And yet another enthuses about the public library in the woods. During your conversations, you also talk about a lot of other things—the weather, the utilikilts for sale, the fact that a favorite food booth has disappeared. It’s all good. You may not be able to record these conversations. Instead, you might jot down notes on the spot and then, when you have the time, write down as much as you can remember about the conversations in long fieldnotes. Later, you will have to sit down with these fieldnotes and try to make sense of all the information (see chapters 18 and 19).

Interview guide ( semistructured interview ). This is the primary type employed by social science qualitative researchers. The researcher creates an “interview guide” in advance, which she uses in every interview. In theory, every person interviewed is asked the same questions. In practice, every person interviewed is asked mostly the same topics but not always the same questions, as the whole point of a “guide” is that it guides the direction of the conversation but does not command it. The guide is typically between five and ten questions or question areas, sometimes with suggested follow-ups or prompts . For example, one question might be “What was it like growing up in Eastern Oregon?” with prompts such as “Did you live in a rural area? What kind of high school did you attend?” to help the conversation develop. These interviews generally take place in a quiet place (not a busy walkway during a festival) and are recorded. The recordings are transcribed, and those transcriptions then become the “data” that is analyzed (see chapters 18 and 19). The conventional length of one of these types of interviews is between one hour and two hours, optimally ninety minutes. Less than one hour doesn’t allow for much development of questions and thoughts, and two hours (or more) is a lot of time to ask someone to sit still and answer questions. If you have a lot of ground to cover, and the person is willing, I highly recommend two separate interview sessions, with the second session being slightly shorter than the first (e.g., ninety minutes the first day, sixty minutes the second). There are lots of good reasons for this, but the most compelling one is that this allows you to listen to the first day’s recording and catch anything interesting you might have missed in the moment and so develop follow-up questions that can probe further. This also allows the person being interviewed to have some time to think about the issues raised in the interview and go a little deeper with their answers.

Standardized questionnaire with open responses ( structured interview ). This is the type of interview a lot of people have in mind when they hear “interview”: a researcher comes to your door with a clipboard and proceeds to ask you a series of questions. These questions are all the same whoever answers the door; they are “standardized.” Both the wording and the exact order are important, as people’s responses may vary depending on how and when a question is asked. These are qualitative only in that the questions allow for “open-ended responses”: people can say whatever they want rather than select from a predetermined menu of responses. For example, a survey I collaborated on included this open-ended response question: “How does class affect one’s career success in sociology?” Some of the answers were simply one word long (e.g., “debt”), and others were long statements with stories and personal anecdotes. It is possible to be surprised by the responses. Although it’s a stretch to call this kind of questioning a conversation, it does allow the person answering the question some degree of freedom in how they answer.

Survey questionnaire with closed responses (not an interview!). Standardized survey questions with specific answer options (e.g., closed responses) are not really interviews at all, and they do not generate qualitative data. For example, if we included five options for the question “How does class affect one’s career success in sociology?”—(1) debt, (2) social networks, (3) alienation, (4) family doesn’t understand, (5) type of grad program—we leave no room for surprises at all. Instead, we would most likely look at patterns around these responses, thinking quantitatively rather than qualitatively (e.g., using regression analysis techniques, we might find that working-class sociologists were twice as likely to bring up alienation). It can sometimes be confusing for new students because the very same survey can include both closed-ended and open-ended questions. The key is to think about how these will be analyzed and to what level surprises are possible. If your plan is to turn all responses into a number and make predictions about correlations and relationships, you are no longer conducting qualitative research. This is true even if you are conducting this survey face-to-face with a real live human. Closed-response questions are not conversations of any kind, purposeful or not.

In summary, the semistructured interview guide approach is the predominant form of interviewing for social science qualitative researchers because it allows a high degree of freedom of responses from those interviewed (thus allowing for novel discoveries) while still maintaining some connection to a research question area or topic of interest. The rest of the chapter assumes the employment of this form.

Creating an Interview Guide

Your interview guide is the instrument used to bridge your research question(s) and what the people you are interviewing want to tell you. Unlike a standardized questionnaire, the questions actually asked do not need to be exactly what you have written down in your guide. The guide is meant to create space for those you are interviewing to talk about the phenomenon of interest, but sometimes you are not even sure what that phenomenon is until you start asking questions. A priority in creating an interview guide is to ensure it offers space. One of the worst mistakes is to create questions that are so specific that the person answering them will not stray. Relatedly, questions that sound “academic” will shut down a lot of respondents. A good interview guide invites respondents to talk about what is important to them, not feel like they are performing or being evaluated by you.

Good interview questions should not sound like your “research question” at all. For example, let’s say your research question is “How do patriarchal assumptions influence men’s understanding of climate change and responses to climate change?” It would be worse than unhelpful to ask a respondent, “How do your assumptions about the role of men affect your understanding of climate change?” You need to unpack this into manageable nuggets that pull your respondent into the area of interest without leading him anywhere. You could start by asking him what he thinks about climate change in general. Or, even better, whether he has any concerns about heatwaves or increased tornadoes or polar icecaps melting. Once he starts talking about that, you can ask follow-up questions that bring in issues around gendered roles, perhaps asking if he is married (to a woman) and whether his wife shares his thoughts and, if not, how they negotiate that difference. The fact is, you won’t really know the right questions to ask until he starts talking.

There are several distinct types of questions that can be used in your interview guide, either as main questions or as follow-up probes. If you remember that the point is to leave space for the respondent, you will craft a much more effective interview guide! You will also want to think about the place of time in both the questions themselves (past, present, future orientations) and the sequencing of the questions.

Researcher Note

Suggestion : As you read the next three sections (types of questions, temporality, question sequence), have in mind a particular research question, and try to draft questions and sequence them in a way that opens space for a discussion that helps you answer your research question.

Type of Questions

Experience and behavior questions ask about what a respondent does regularly (their behavior) or has done (their experience). These are relatively easy questions for people to answer because they appear more “factual” and less subjective. This makes them good opening questions. For the study on climate change above, you might ask, “Have you ever experienced an unusual weather event? What happened?” Or “You said you work outside? What is a typical summer workday like for you? How do you protect yourself from the heat?”

Opinion and values questions , in contrast, ask questions that get inside the minds of those you are interviewing. “Do you think climate change is real? Who or what is responsible for it?” are two such questions. Note that you don’t have to literally ask, “What is your opinion of X?” but you can find a way to ask the specific question relevant to the conversation you are having. These questions are a bit trickier to ask because the answers you get may depend in part on how your respondent perceives you and whether they want to please you or not. We’ve talked a fair amount about being reflective. Here is another place where this comes into play. You need to be aware of the effect your presence might have on the answers you are receiving and adjust accordingly. If you are a woman who is perceived as liberal asking a man who identifies as conservative about climate change, there is a lot of subtext that can be going on in the interview. There is no one right way to resolve this, but you must at least be aware of it.

Feeling questions are questions that ask respondents to draw on their emotional responses. It’s pretty common for academic researchers to forget that we have bodies and emotions, but people’s understandings of the world often operate at this affective level, sometimes unconsciously or barely consciously. It is a good idea to include questions that leave space for respondents to remember, imagine, or relive emotional responses to particular phenomena. “What was it like when you heard your cousin’s house burned down in that wildfire?” doesn’t explicitly use any emotion words, but it allows your respondent to remember what was probably a pretty emotional day. And if they respond emotionally neutral, that is pretty interesting data too. Note that asking someone “How do you feel about X” is not always going to evoke an emotional response, as they might simply turn around and respond with “I think that…” It is better to craft a question that actually pushes the respondent into the affective category. This might be a specific follow-up to an experience and behavior question —for example, “You just told me about your daily routine during the summer heat. Do you worry it is going to get worse?” or “Have you ever been afraid it will be too hot to get your work accomplished?”

Knowledge questions ask respondents what they actually know about something factual. We have to be careful when we ask these types of questions so that respondents do not feel like we are evaluating them (which would shut them down), but, for example, it is helpful to know when you are having a conversation about climate change that your respondent does in fact know that unusual weather events have increased and that these have been attributed to climate change! Asking these questions can set the stage for deeper questions and can ensure that the conversation makes the same kind of sense to both participants. For example, a conversation about political polarization can be put back on track once you realize that the respondent doesn’t really have a clear understanding that there are two parties in the US. Instead of asking a series of questions about Republicans and Democrats, you might shift your questions to talk more generally about political disagreements (e.g., “people against abortion”). And sometimes what you do want to know is the level of knowledge about a particular program or event (e.g., “Are you aware you can discharge your student loans through the Public Service Loan Forgiveness program?”).

Sensory questions call on all senses of the respondent to capture deeper responses. These are particularly helpful in sparking memory. “Think back to your childhood in Eastern Oregon. Describe the smells, the sounds…” Or you could use these questions to help a person access the full experience of a setting they customarily inhabit: “When you walk through the doors to your office building, what do you see? Hear? Smell?” As with feeling questions , these questions often supplement experience and behavior questions . They are another way of allowing your respondent to report fully and deeply rather than remain on the surface.

Creative questions employ illustrative examples, suggested scenarios, or simulations to get respondents to think more deeply about an issue, topic, or experience. There are many options here. In The Trouble with Passion , Erin Cech ( 2021 ) provides a scenario in which “Joe” is trying to decide whether to stay at his decent but boring computer job or follow his passion by opening a restaurant. She asks respondents, “What should Joe do?” Their answers illuminate the attraction of “passion” in job selection. In my own work, I have used a news story about an upwardly mobile young man who no longer has time to see his mother and sisters to probe respondents’ feelings about the costs of social mobility. Jessi Streib and Betsy Leondar-Wright have used single-page cartoon “scenes” to elicit evaluations of potential racial discrimination, sexual harassment, and classism. Barbara Sutton ( 2010 ) has employed lists of words (“strong,” “mother,” “victim”) on notecards she fans out and asks her female respondents to select and discuss.

Background/Demographic Questions

You most definitely will want to know more about the person you are interviewing in terms of conventional demographic information, such as age, race, gender identity, occupation, and educational attainment. These are not questions that normally open up inquiry. [1] For this reason, my practice has been to include a separate “demographic questionnaire” sheet that I ask each respondent to fill out at the conclusion of the interview. Only include those aspects that are relevant to your study. For example, if you are not exploring religion or religious affiliation, do not include questions about a person’s religion on the demographic sheet. See the example provided at the end of this chapter.

Temporality

Any type of question can have a past, present, or future orientation. For example, if you are asking a behavior question about workplace routine, you might ask the respondent to talk about past work, present work, and ideal (future) work. Similarly, if you want to understand how people cope with natural disasters, you might ask your respondent how they felt then during the wildfire and now in retrospect and whether and to what extent they have concerns for future wildfire disasters. It’s a relatively simple suggestion—don’t forget to ask about past, present, and future—but it can have a big impact on the quality of the responses you receive.

Question Sequence

Having a list of good questions or good question areas is not enough to make a good interview guide. You will want to pay attention to the order in which you ask your questions. Even though any one respondent can derail this order (perhaps by jumping to answer a question you haven’t yet asked), a good advance plan is always helpful. When thinking about sequence, remember that your goal is to get your respondent to open up to you and to say things that might surprise you. To establish rapport, it is best to start with nonthreatening questions. Asking about the present is often the safest place to begin, followed by the past (they have to know you a little bit to get there), and lastly, the future (talking about hopes and fears requires the most rapport). To allow for surprises, it is best to move from very general questions to more particular questions only later in the interview. This ensures that respondents have the freedom to bring up the topics that are relevant to them rather than feel like they are constrained to answer you narrowly. For example, refrain from asking about particular emotions until these have come up previously—don’t lead with them. Often, your more particular questions will emerge only during the course of the interview, tailored to what is emerging in conversation.

Once you have a set of questions, read through them aloud and imagine you are being asked the same questions. Does the set of questions have a natural flow? Would you be willing to answer the very first question to a total stranger? Does your sequence establish facts and experiences before moving on to opinions and values? Did you include prefatory statements, where necessary; transitions; and other announcements? These can be as simple as “Hey, we talked a lot about your experiences as a barista while in college.… Now I am turning to something completely different: how you managed friendships in college.” That is an abrupt transition, but it has been softened by your acknowledgment of that.

Probes and Flexibility

Once you have the interview guide, you will also want to leave room for probes and follow-up questions. As in the sample probe included here, you can write out the obvious probes and follow-up questions in advance. You might not need them, as your respondent might anticipate them and include full responses to the original question. Or you might need to tailor them to how your respondent answered the question. Some common probes and follow-up questions include asking for more details (When did that happen? Who else was there?), asking for elaboration (Could you say more about that?), asking for clarification (Does that mean what I think it means or something else? I understand what you mean, but someone else reading the transcript might not), and asking for contrast or comparison (How did this experience compare with last year’s event?). “Probing is a skill that comes from knowing what to look for in the interview, listening carefully to what is being said and what is not said, and being sensitive to the feedback needs of the person being interviewed” ( Patton 2002:374 ). It takes work! And energy. I and many other interviewers I know report feeling emotionally and even physically drained after conducting an interview. You are tasked with active listening and rearranging your interview guide as needed on the fly. If you only ask the questions written down in your interview guide with no deviations, you are doing it wrong. [2]

The Final Question

Every interview guide should include a very open-ended final question that allows for the respondent to say whatever it is they have been dying to tell you but you’ve forgotten to ask. About half the time they are tired too and will tell you they have nothing else to say. But incredibly, some of the most honest and complete responses take place here, at the end of a long interview. You have to realize that the person being interviewed is often discovering things about themselves as they talk to you and that this process of discovery can lead to new insights for them. Making space at the end is therefore crucial. Be sure you convey that you actually do want them to tell you more, that the offer of “anything else?” is not read as an empty convention where the polite response is no. Here is where you can pull from that active listening and tailor the final question to the particular person. For example, “I’ve asked you a lot of questions about what it was like to live through that wildfire. I’m wondering if there is anything I’ve forgotten to ask, especially because I haven’t had that experience myself” is a much more inviting final question than “Great. Anything you want to add?” It’s also helpful to convey to the person that you have the time to listen to their full answer, even if the allotted time is at the end. After all, there are no more questions to ask, so the respondent knows exactly how much time is left. Do them the courtesy of listening to them!

Conducting the Interview

Once you have your interview guide, you are on your way to conducting your first interview. I always practice my interview guide with a friend or family member. I do this even when the questions don’t make perfect sense for them, as it still helps me realize which questions make no sense, are poorly worded (too academic), or don’t follow sequentially. I also practice the routine I will use for interviewing, which goes something like this:

  • Introduce myself and reintroduce the study
  • Provide consent form and ask them to sign and retain/return copy
  • Ask if they have any questions about the study before we begin
  • Ask if I can begin recording
  • Ask questions (from interview guide)
  • Turn off the recording device
  • Ask if they are willing to fill out my demographic questionnaire
  • Collect questionnaire and, without looking at the answers, place in same folder as signed consent form
  • Thank them and depart

A note on remote interviewing: Interviews have traditionally been conducted face-to-face in a private or quiet public setting. You don’t want a lot of background noise, as this will make transcriptions difficult. During the recent global pandemic, many interviewers, myself included, learned the benefits of interviewing remotely. Although face-to-face is still preferable for many reasons, Zoom interviewing is not a bad alternative, and it does allow more interviews across great distances. Zoom also includes automatic transcription, which significantly cuts down on the time it normally takes to convert our conversations into “data” to be analyzed. These automatic transcriptions are not perfect, however, and you will still need to listen to the recording and clarify and clean up the transcription. Nor do automatic transcriptions include notations of body language or change of tone, which you may want to include. When interviewing remotely, you will want to collect the consent form before you meet: ask them to read, sign, and return it as an email attachment. I think it is better to ask for the demographic questionnaire after the interview, but because some respondents may never return it then, it is probably best to ask for this at the same time as the consent form, in advance of the interview.

What should you bring to the interview? I would recommend bringing two copies of the consent form (one for you and one for the respondent), a demographic questionnaire, a manila folder in which to place the signed consent form and filled-out demographic questionnaire, a printed copy of your interview guide (I print with three-inch right margins so I can jot down notes on the page next to relevant questions), a pen, a recording device, and water.

After the interview, you will want to secure the signed consent form in a locked filing cabinet (if in print) or a password-protected folder on your computer. Using Excel or a similar program that allows tables/spreadsheets, create an identifying number for your interview that links to the consent form without using the name of your respondent. For example, let’s say that I conduct interviews with US politicians, and the first person I meet with is George W. Bush. I will assign the transcription the number “INT#001” and add it to the signed consent form. [3] The signed consent form goes into a locked filing cabinet, and I never use the name “George W. Bush” again. I take the information from the demographic sheet, open my Excel spreadsheet, and add the relevant information in separate columns for the row INT#001: White, male, Republican. When I interview Bill Clinton as my second interview, I include a second row: INT#002: White, male, Democrat. And so on. The only link to the actual name of the respondent and this information is the fact that the consent form (unavailable to anyone but me) has stamped on it the interview number.

Many students get very nervous before their first interview. Actually, many of us are always nervous before the interview! But do not worry—this is normal, and it does pass. Chances are, you will be pleasantly surprised at how comfortable it begins to feel. These “purposeful conversations” are often a delight for both participants. This is not to say that sometimes things go wrong. I often have my students practice several “bad scenarios” (e.g., a respondent that you cannot get to open up; a respondent who is too talkative and dominates the conversation, steering it away from the topics you are interested in; emotions that completely take over; or shocking disclosures you are ill-prepared to handle), but most of the time, things go quite well. Be prepared for the unexpected, but know that the reason interviews are so popular as a technique of data collection is that they are usually richly rewarding for both participants.

One thing that I stress to my methods students and remind myself about is that interviews are still conversations between people. If there’s something you might feel uncomfortable asking someone about in a “normal” conversation, you will likely also feel a bit of discomfort asking it in an interview. Maybe more importantly, your respondent may feel uncomfortable. Social research—especially about inequality—can be uncomfortable. And it’s easy to slip into an abstract, intellectualized, or removed perspective as an interviewer. This is one reason trying out interview questions is important. Another is that sometimes the question sounds good in your head but doesn’t work as well out loud in practice. I learned this the hard way when a respondent asked me how I would answer the question I had just posed, and I realized that not only did I not really know how I would answer it, but I also wasn’t quite as sure I knew what I was asking as I had thought.

—Elizabeth M. Lee, Associate Professor of Sociology at Saint Joseph’s University, author of Class and Campus Life , and co-author of Geographies of Campus Inequality

How Many Interviews?

Your research design has included a targeted number of interviews and a recruitment plan (see chapter 5). Follow your plan, but remember that “ saturation ” is your goal. You interview as many people as you can until you reach a point at which you are no longer surprised by what they tell you. This means not that no one after your first twenty interviews will have surprising, interesting stories to tell you but rather that the picture you are forming about the phenomenon of interest to you from a research perspective has come into focus, and none of the interviews are substantially refocusing that picture. That is when you should stop collecting interviews. Note that to know when you have reached this, you will need to read your transcripts as you go. More about this in chapters 18 and 19.

Your Final Product: The Ideal Interview Transcript

A good interview transcript will demonstrate a subtly controlled conversation by the skillful interviewer. In general, you want to see replies that are about one paragraph long, not short sentences and not running on for several pages. Although it is sometimes necessary to follow respondents down tangents, it is also often necessary to pull them back to the questions that form the basis of your research study. This is not really a free conversation, although it may feel like that to the person you are interviewing.

Final Tips from an Interview Master

Annette Lareau is arguably one of the masters of the trade. In Listening to People , she provides several guidelines for good interviews and then offers a detailed example of an interview gone wrong and how it could be addressed (please see the “Further Readings” at the end of this chapter). Here is an abbreviated version of her set of guidelines: (1) interview respondents who are experts on the subjects of most interest to you (as a corollary, don’t ask people about things they don’t know); (2) listen carefully and talk as little as possible; (3) keep in mind what you want to know and why you want to know it; (4) be a proactive interviewer (subtly guide the conversation); (5) assure respondents that there aren’t any right or wrong answers; (6) use the respondent’s own words to probe further (this both allows you to accurately identify what you heard and pushes the respondent to explain further); (7) reuse effective probes (don’t reinvent the wheel as you go—if repeating the words back works, do it again and again); (8) focus on learning the subjective meanings that events or experiences have for a respondent; (9) don’t be afraid to ask a question that draws on your own knowledge (unlike trial lawyers who are trained never to ask a question for which they don’t already know the answer, sometimes it’s worth it to ask risky questions based on your hypotheses or just plain hunches); (10) keep thinking while you are listening (so difficult…and important); (11) return to a theme raised by a respondent if you want further information; (12) be mindful of power inequalities (and never ever coerce a respondent to continue the interview if they want out); (13) take control with overly talkative respondents; (14) expect overly succinct responses, and develop strategies for probing further; (15) balance digging deep and moving on; (16) develop a plan to deflect questions (e.g., let them know you are happy to answer any questions at the end of the interview, but you don’t want to take time away from them now); and at the end, (17) check to see whether you have asked all your questions. You don’t always have to ask everyone the same set of questions, but if there is a big area you have forgotten to cover, now is the time to recover ( Lareau 2021:93–103 ).

Sample: Demographic Questionnaire

ASA Taskforce on First-Generation and Working-Class Persons in Sociology – Class Effects on Career Success

Supplementary Demographic Questionnaire

Thank you for your participation in this interview project. We would like to collect a few pieces of key demographic information from you to supplement our analyses. Your answers to these questions will be kept confidential and stored by ID number. All of your responses here are entirely voluntary!

What best captures your race/ethnicity? (please check any/all that apply)

  • White (Non Hispanic/Latina/o/x)
  • Black or African American
  • Hispanic, Latino/a/x of Spanish
  • Asian or Asian American
  • American Indian or Alaska Native
  • Middle Eastern or North African
  • Native Hawaiian or Pacific Islander
  • Other : (Please write in: ________________)

What is your current position?

  • Grad Student
  • Full Professor

Please check any and all of the following that apply to you:

  • I identify as a working-class academic
  • I was the first in my family to graduate from college
  • I grew up poor

What best reflects your gender?

  • Transgender female/Transgender woman
  • Transgender male/Transgender man
  • Gender queer/ Gender nonconforming

Anything else you would like us to know about you?

Example: Interview Guide

In this example, follow-up prompts are italicized.  Note the sequence of questions.  That second question often elicits an entire life history , answering several later questions in advance.

Introduction Script/Question

Thank you for participating in our survey of ASA members who identify as first-generation or working-class.  As you may have heard, ASA has sponsored a taskforce on first-generation and working-class persons in sociology and we are interested in hearing from those who so identify.  Your participation in this interview will help advance our knowledge in this area.

  • The first thing we would like to as you is why you have volunteered to be part of this study? What does it mean to you be first-gen or working class?  Why were you willing to be interviewed?
  • How did you decide to become a sociologist?
  • Can you tell me a little bit about where you grew up? ( prompts: what did your parent(s) do for a living?  What kind of high school did you attend?)
  • Has this identity been salient to your experience? (how? How much?)
  • How welcoming was your grad program? Your first academic employer?
  • Why did you decide to pursue sociology at the graduate level?
  • Did you experience culture shock in college? In graduate school?
  • Has your FGWC status shaped how you’ve thought about where you went to school? debt? etc?
  • Were you mentored? How did this work (not work)?  How might it?
  • What did you consider when deciding where to go to grad school? Where to apply for your first position?
  • What, to you, is a mark of career success? Have you achieved that success?  What has helped or hindered your pursuit of success?
  • Do you think sociology, as a field, cares about prestige?
  • Let’s talk a little bit about intersectionality. How does being first-gen/working class work alongside other identities that are important to you?
  • What do your friends and family think about your career? Have you had any difficulty relating to family members or past friends since becoming highly educated?
  • Do you have any debt from college/grad school? Are you concerned about this?  Could you explain more about how you paid for college/grad school?  (here, include assistance from family, fellowships, scholarships, etc.)
  • (You’ve mentioned issues or obstacles you had because of your background.) What could have helped?  Or, who or what did? Can you think of fortuitous moments in your career?
  • Do you have any regrets about the path you took?
  • Is there anything else you would like to add? Anything that the Taskforce should take note of, that we did not ask you about here?

Further Readings

Britten, Nicky. 1995. “Qualitative Interviews in Medical Research.” BMJ: British Medical Journal 31(6999):251–253. A good basic overview of interviewing particularly useful for students of public health and medical research generally.

Corbin, Juliet, and Janice M. Morse. 2003. “The Unstructured Interactive Interview: Issues of Reciprocity and Risks When Dealing with Sensitive Topics.” Qualitative Inquiry 9(3):335–354. Weighs the potential benefits and harms of conducting interviews on topics that may cause emotional distress. Argues that the researcher’s skills and code of ethics should ensure that the interviewing process provides more of a benefit to both participant and researcher than a harm to the former.

Gerson, Kathleen, and Sarah Damaske. 2020. The Science and Art of Interviewing . New York: Oxford University Press. A useful guidebook/textbook for both undergraduates and graduate students, written by sociologists.

Kvale, Steiner. 2007. Doing Interviews . London: SAGE. An easy-to-follow guide to conducting and analyzing interviews by psychologists.

Lamont, Michèle, and Ann Swidler. 2014. “Methodological Pluralism and the Possibilities and Limits of Interviewing.” Qualitative Sociology 37(2):153–171. Written as a response to various debates surrounding the relative value of interview-based studies and ethnographic studies defending the particular strengths of interviewing. This is a must-read article for anyone seriously engaging in qualitative research!

Pugh, Allison J. 2013. “What Good Are Interviews for Thinking about Culture? Demystifying Interpretive Analysis.” American Journal of Cultural Sociology 1(1):42–68. Another defense of interviewing written against those who champion ethnographic methods as superior, particularly in the area of studying culture. A classic.

Rapley, Timothy John. 2001. “The ‘Artfulness’ of Open-Ended Interviewing: Some considerations in analyzing interviews.” Qualitative Research 1(3):303–323. Argues for the importance of “local context” of data production (the relationship built between interviewer and interviewee, for example) in properly analyzing interview data.

Weiss, Robert S. 1995. Learning from Strangers: The Art and Method of Qualitative Interview Studies . New York: Simon and Schuster. A classic and well-regarded textbook on interviewing. Because Weiss has extensive experience conducting surveys, he contrasts the qualitative interview with the survey questionnaire well; particularly useful for those trained in the latter.

  • I say “normally” because how people understand their various identities can itself be an expansive topic of inquiry. Here, I am merely talking about collecting otherwise unexamined demographic data, similar to how we ask people to check boxes on surveys. ↵
  • Again, this applies to “semistructured in-depth interviewing.” When conducting standardized questionnaires, you will want to ask each question exactly as written, without deviations! ↵
  • I always include “INT” in the number because I sometimes have other kinds of data with their own numbering: FG#001 would mean the first focus group, for example. I also always include three-digit spaces, as this allows for up to 999 interviews (or, more realistically, allows for me to interview up to one hundred persons without having to reset my numbering system). ↵

A method of data collection in which the researcher asks the participant questions; the answers to these questions are often recorded and transcribed verbatim. There are many different kinds of interviews - see also semistructured interview , structured interview , and unstructured interview .

A document listing key questions and question areas for use during an interview.  It is used most often for semi-structured interviews.  A good interview guide may have no more than ten primary questions for two hours of interviewing, but these ten questions will be supplemented by probes and relevant follow-ups throughout the interview.  Most IRBs require the inclusion of the interview guide in applications for review.  See also interview and  semi-structured interview .

A data-collection method that relies on casual, conversational, and informal interviewing.  Despite its apparent conversational nature, the researcher usually has a set of particular questions or question areas in mind but allows the interview to unfold spontaneously.  This is a common data-collection technique among ethnographers.  Compare to the semi-structured or in-depth interview .

A form of interview that follows a standard guide of questions asked, although the order of the questions may change to match the particular needs of each individual interview subject, and probing “follow-up” questions are often added during the course of the interview.  The semi-structured interview is the primary form of interviewing used by qualitative researchers in the social sciences.  It is sometimes referred to as an “in-depth” interview.  See also interview and  interview guide .

The cluster of data-collection tools and techniques that involve observing interactions between people, the behaviors, and practices of individuals (sometimes in contrast to what they say about how they act and behave), and cultures in context.  Observational methods are the key tools employed by ethnographers and Grounded Theory .

Follow-up questions used in a semi-structured interview  to elicit further elaboration.  Suggested prompts can be included in the interview guide  to be used/deployed depending on how the initial question was answered or if the topic of the prompt does not emerge spontaneously.

A form of interview that follows a strict set of questions, asked in a particular order, for all interview subjects.  The questions are also the kind that elicits short answers, and the data is more “informative” than probing.  This is often used in mixed-methods studies, accompanying a survey instrument.  Because there is no room for nuance or the exploration of meaning in structured interviews, qualitative researchers tend to employ semi-structured interviews instead.  See also interview.

The point at which you can conclude data collection because every person you are interviewing, the interaction you are observing, or content you are analyzing merely confirms what you have already noted.  Achieving saturation is often used as the justification for the final sample size.

An interview variant in which a person’s life story is elicited in a narrative form.  Turning points and key themes are established by the researcher and used as data points for further analysis.

Introduction to Qualitative Research Methods Copyright © 2023 by Allison Hurst is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License , except where otherwise noted.

rules of interview in research

Qualitative Research 101: Interviewing

5 Common Mistakes To Avoid When Undertaking Interviews

By: David Phair (PhD) and Kerryn Warren (PhD) | March 2022

Undertaking interviews is potentially the most important step in the qualitative research process. If you don’t collect useful, useable data in your interviews, you’ll struggle through the rest of your dissertation or thesis.  Having helped numerous students with their research over the years, we’ve noticed some common interviewing mistakes that first-time researchers make. In this post, we’ll discuss five costly interview-related mistakes and outline useful strategies to avoid making these.

Overview: 5 Interviewing Mistakes

  • Not having a clear interview strategy /plan
  • Not having good interview techniques /skills
  • Not securing a suitable location and equipment
  • Not having a basic risk management plan
  • Not keeping your “ golden thread ” front of mind

1. Not having a clear interview strategy

The first common mistake that we’ll look at is that of starting the interviewing process without having first come up with a clear interview strategy or plan of action. While it’s natural to be keen to get started engaging with your interviewees, a lack of planning can result in a mess of data and inconsistency between interviews.

There are several design choices to decide on and plan for before you start interviewing anyone. Some of the most important questions you need to ask yourself before conducting interviews include:

  • What are the guiding research aims and research questions of my study?
  • Will I use a structured, semi-structured or unstructured interview approach?
  • How will I record the interviews (audio or video)?
  • Who will be interviewed and by whom ?
  • What ethics and data law considerations do I need to adhere to?
  • How will I analyze my data? 

Let’s take a quick look at some of these.

The core objective of the interviewing process is to generate useful data that will help you address your overall research aims. Therefore, your interviews need to be conducted in a way that directly links to your research aims, objectives and research questions (i.e. your “golden thread”). This means that you need to carefully consider the questions you’ll ask to ensure that they align with and feed into your golden thread. If any question doesn’t align with this, you may want to consider scrapping it.

Another important design choice is whether you’ll use an unstructured, semi-structured or structured interview approach . For semi-structured interviews, you will have a list of questions that you plan to ask and these questions will be open-ended in nature. You’ll also allow the discussion to digress from the core question set if something interesting comes up. This means that the type of information generated might differ a fair amount between interviews.

Contrasted to this, a structured approach to interviews is more rigid, where a specific set of closed questions is developed and asked for each interviewee in exactly the same order. Closed questions have a limited set of answers, that are often single-word answers. Therefore, you need to think about what you’re trying to achieve with your research project (i.e. your research aims) and decided on which approach would be best suited in your case.

It is also important to plan ahead with regards to who will be interviewed and how. You need to think about how you will approach the possible interviewees to get their cooperation, who will conduct the interviews, when to conduct the interviews and how to record the interviews. For each of these decisions, it’s also essential to make sure that all ethical considerations and data protection laws are taken into account.

Finally, you should think through how you plan to analyze the data (i.e., your qualitative analysis method) generated by the interviews. Different types of analysis rely on different types of data, so you need to ensure you’re asking the right types of questions and correctly guiding your respondents.

Simply put, you need to have a plan of action regarding the specifics of your interview approach before you start collecting data. If not, you’ll end up drifting in your approach from interview to interview, which will result in inconsistent, unusable data.

Your interview questions need to directly  link to your research aims, objectives and  research questions - your "golden thread”.

2. Not having good interview technique

While you’re generally not expected to become you to be an expert interviewer for a dissertation or thesis, it is important to practice good interview technique and develop basic interviewing skills .

Let’s go through some basics that will help the process along.

Firstly, before the interview , make sure you know your interview questions well and have a clear idea of what you want from the interview. Naturally, the specificity of your questions will depend on whether you’re taking a structured, semi-structured or unstructured approach, but you still need a consistent starting point . Ideally, you should develop an interview guide beforehand (more on this later) that details your core question and links these to the research aims, objectives and research questions.

Before you undertake any interviews, it’s a good idea to do a few mock interviews with friends or family members. This will help you get comfortable with the interviewer role, prepare for potentially unexpected answers and give you a good idea of how long the interview will take to conduct. In the interviewing process, you’re likely to encounter two kinds of challenging interviewees ; the two-word respondent and the respondent who meanders and babbles. Therefore, you should prepare yourself for both and come up with a plan to respond to each in a way that will allow the interview to continue productively.

To begin the formal interview , provide the person you are interviewing with an overview of your research. This will help to calm their nerves (and yours) and contextualize the interaction. Ultimately, you want the interviewee to feel comfortable and be willing to be open and honest with you, so it’s useful to start in a more casual, relaxed fashion and allow them to ask any questions they may have. From there, you can ease them into the rest of the questions.

As the interview progresses , avoid asking leading questions (i.e., questions that assume something about the interviewee or their response). Make sure that you speak clearly and slowly , using plain language and being ready to paraphrase questions if the person you are interviewing misunderstands. Be particularly careful with interviewing English second language speakers to ensure that you’re both on the same page.

Engage with the interviewee by listening to them carefully and acknowledging that you are listening to them by smiling or nodding. Show them that you’re interested in what they’re saying and thank them for their openness as appropriate. This will also encourage your interviewee to respond openly.

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3. Not securing a suitable location and quality equipment

Where you conduct your interviews and the equipment you use to record them both play an important role in how the process unfolds. Therefore, you need to think carefully about each of these variables before you start interviewing.

Poor location: A bad location can result in the quality of your interviews being compromised, interrupted, or cancelled. If you are conducting physical interviews, you’ll need a location that is quiet, safe, and welcoming . It’s very important that your location of choice is not prone to interruptions (the workplace office is generally problematic, for example) and has suitable facilities (such as water, a bathroom, and snacks).

If you are conducting online interviews , you need to consider a few other factors. Importantly, you need to make sure that both you and your respondent have access to a good, stable internet connection and electricity. Always check before the time that both of you know how to use the relevant software and it’s accessible (sometimes meeting platforms are blocked by workplace policies or firewalls). It’s also good to have alternatives in place (such as WhatsApp, Zoom, or Teams) to cater for these types of issues.

Poor equipment: Using poor-quality recording equipment or using equipment incorrectly means that you will have trouble transcribing, coding, and analyzing your interviews. This can be a major issue , as some of your interview data may go completely to waste if not recorded well. So, make sure that you use good-quality recording equipment and that you know how to use it correctly.

To avoid issues, you should always conduct test recordings before every interview to ensure that you can use the relevant equipment properly. It’s also a good idea to spot check each recording afterwards, just to make sure it was recorded as planned. If your equipment uses batteries, be sure to always carry a spare set.

Where you conduct your interviews and the equipment you use to record them play an important role in how the process unfolds.

4. Not having a basic risk management plan

Many possible issues can arise during the interview process. Not planning for these issues can mean that you are left with compromised data that might not be useful to you. Therefore, it’s important to map out some sort of risk management plan ahead of time, considering the potential risks, how you’ll minimize their probability and how you’ll manage them if they materialize.

Common potential issues related to the actual interview include cancellations (people pulling out), delays (such as getting stuck in traffic), language and accent differences (especially in the case of poor internet connections), issues with internet connections and power supply. Other issues can also occur in the interview itself. For example, the interviewee could drift off-topic, or you might encounter an interviewee who does not say much at all.

You can prepare for these potential issues by considering possible worst-case scenarios and preparing a response for each scenario. For instance, it is important to plan a backup date just in case your interviewee cannot make it to the first meeting you scheduled with them. It’s also a good idea to factor in a 30-minute gap between your interviews for the instances where someone might be late, or an interview runs overtime for other reasons. Make sure that you also plan backup questions that could be used to bring a respondent back on topic if they start rambling, or questions to encourage those who are saying too little.

In general, it’s best practice to plan to conduct more interviews than you think you need (this is called oversampling ). Doing so will allow you some room for error if there are interviews that don’t go as planned, or if some interviewees withdraw. If you need 10 interviews, it is a good idea to plan for 15. Likely, a few will cancel , delay, or not produce useful data.

You should consider all the potential risks, how you’ll reduce their probability and how you'll respond if they do indeed materialize.

5. Not keeping your golden thread front of mind

We touched on this a little earlier, but it is a key point that should be central to your entire research process. You don’t want to end up with pages and pages of data after conducting your interviews and realize that it is not useful to your research aims . Your research aims, objectives and research questions – i.e., your golden thread – should influence every design decision and should guide the interview process at all times. 

A useful way to avoid this mistake is by developing an interview guide before you begin interviewing your respondents. An interview guide is a document that contains all of your questions with notes on how each of the interview questions is linked to the research question(s) of your study. You can also include your research aims and objectives here for a more comprehensive linkage. 

You can easily create an interview guide by drawing up a table with one column containing your core interview questions . Then add another column with your research questions , another with expectations that you may have in light of the relevant literature and another with backup or follow-up questions . As mentioned, you can also bring in your research aims and objectives to help you connect them all together. If you’d like, you can download a copy of our free interview guide here .

Recap: Qualitative Interview Mistakes

In this post, we’ve discussed 5 common costly mistakes that are easy to make in the process of planning and conducting qualitative interviews.

To recap, these include:

If you have any questions about these interviewing mistakes, drop a comment below. Alternatively, if you’re interested in getting 1-on-1 help with your thesis or dissertation , check out our dissertation coaching service or book a free initial consultation with one of our friendly Grad Coaches.

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Conducting Research Interviews

The interviewer mindset, quick tips for preparing, developing questions.

  • Conducting the Interview
  • Applying & Using the Interview

While the research interview is a one-on-one interaction, it's not a normal conversation. As the interviewer, it's expected that you:

  • Are knowledgeable on the topic of the interview (this may require some background research)
  • Are able to structure and guide the interview to keep it relevant but flexible
  • Are able to remember and interpret the information gained in the interview
  • Are sensitive to the interviewee's position and their rights
  • Do preliminary research on the topic and the interviewee so that you enter the interview with an understanding of what will be discussed.
  • Reflect on your goals. What should the interview accomplish? What is important to have recorded in the interview, and why is it important? How can you make the process easy for the interviewee?
  • Create a list of topics and questions to explore during the interview. This should not be a strict checklist or a script; rather, it should function as a guide to ensure that you cover all of the content and that the interview stays focused.
  • Create an open line of dialog with your interviewee before the interview so that you are comfortable with each other. This can involve going over the process, offering to answer any of their questions, verifying your time and place for the interview, etc.
  • Choose and thoroughly familiarize yourself with your recording equipment to minimize any potential issues that may arise during the actual interview.
  • Choose an interview space that is relaxed, comfortable, and quiet. You are having a conversation with your interviewee, not an interrogation.
  • If you have never interviewed before, feel free to practice for the interview with friends, family, or peers. This will make sure you are prepared for the real thing.

Characteristics of good interview questions

  • Open-ended and elicit a long response from the interviewee (can't be answered yes/no or with one word)
  • Focus on the experience of the interviewee
  • Don't lead the interviewee toward a particular response
  • Address a single issue/point (i.e. don't ask multi-part questions)

Writing interview questions

Harvard's Department of Sociology provides some steps to help guide you in the process of writing interview questions (see the link to the guide below).

  • Write down the larger research questions of the study. Outline the broad areas of knowledge that are relevant to answering these questions.
  • Develop questions within each of these major areas, shaping them to fit particular kinds of respondents. The goal here is to tap into their experiences and expertise.
  • Adjust the language of the interview according to the respondent (child, professional, etc.).
  • Take care to word questions so that respondents are motivated to answer as completely and honestly as possible.
  • Ask “how” questions rather than “why” questions to get stories of process rather than acceptable “accounts” of behavior. “How did you come to join this group . . .?”
  • Develop probes that will elicit more detailed and elaborate responses to key questions. The more detail, the better!
  • Begin the interview with a “warm-up” question—something that the respondent can answer easily and at some length (though not too long). It doesn’t have to pertain directly to what you are trying to find out (although it might), but this initial rapport-building will put you more at ease with one another and thus will make the rest of the interview flow more smoothly.
  • Think about the logical flow of the interview. What topics should come first? What follows more or less “naturally”? This may take some adjustment after several interviews.
  • Difficult or potentially embarrassing questions should be asked toward the end of the interview, when rapport has been established.
  • The last question should provide some closure for the interview, and leave the respondent feeling empowered, listened to, or otherwise glad that they talked to you.
  • Strategies for Qualitative Interviews This handy guide from Harvard's Department of Sociology provides guidance on getting into the interviewer mindset as well as developing and writing interview questions.

Depending on the nature of your assignment or research, you may or may not need to record and transcribe the interview. Review the pros and cons to determine whether recording and transcribing will be worthwhile for you.

  • Helps you to recall more details of the interview
  • Helps you to thoroughly examine the interview
  • It allows other researchers to interpret and reuse the data in new ways
  • May be off-putting to interviewees or make them feel pressured
  • Transcribing is a time-consuming process; even using a transcription software requires a detailed review of the text

"Strategies for Qualitative Interviews" (n.d.) Harvard. See link above..

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How to Conduct Interviews in Qualitative Research: Interview Guidelines for Qualitative Research

rules of interview in research

Dec 31, 2019

Market Research

How to Conduct an Interview for Qualitative Research

Rev › Blog › Market Research › How to Conduct Interviews in Qualitative Research: Interview Guidelines for Qualitative Research

Qualitative research interviews are depth interviews. They elicit detailed feedback from your leads and customers. Unstructured interviews reveal why people react in a certain way or make certain decisions. According to The Hartford , qualitative research provides an anecdotal look into your business. That provides an important form of data.

Why Your Business Should Use a Qualitative Interview Process

Qualitative research helps business owners:

  • Identify customer needs
  • Clarify marketing messages
  • Generate ideas for improvements of a product
  • Decide to extend a line or brand
  • Gain perspective on how a product fits into a customer’s lifestyle

How Is Conducting Qualitative Research & Quantitative Research Different?

Quantitative research concerns measurable quantities and numbers. It involves close-ended questions. Answer possibilities include yes or no, true or false, or various set choices. Qualitative research is descriptive and concerned with understanding behavior. It invites people to tell their stories in their own words.

Examples of Qualitative Research

Qualitative research helps researchers understand the social reality of individuals, groups and cultures. Qualitative research for businesses involves understanding consumer behavior. It can involve ethnographic techniques, including participant observation and field research. It also includes phenomenology, understanding life experiences using written or recorded narratives. Qualitative research also includes in-depth interviews.

What Is a Qualitative Interview?

A qualitative interview is a more personal form of research compared to questionnaires. The interviewer can probe or ask follow-up research questions of the interview participant. In some cases, subjects may start to interview the interviewer. This fosters deep discussion of the interview topic.

Why Are Interview Techniques in Qualitative Research Effective?

Qualitative research interviews help you explain, understand and explore opinions, behavior and experiences. Qualitative research can provide insights into a phenomenon. Qualitative research discoveries can be further researched and analyzed to influence business decisions.

How Are Interviews in Qualitative Research Formatted?

Qualitative research interviews may take place one-on-one or in focus groups. Learn how to run a successful focus group . Interviews span around 30 to 90 minutes. The interview can take place in person, over the phone or through video chat. The interviewer collects information about opinions, behavior, attitudes, feelings, preferences and knowledge.

How to Conduct Interviews in Qualitative Research

1. determine your goal., 2. target people to interview., 3. design interview questions., 4. prep the interview., 5. conduct the interview., 6. transcribe and analyze the interview., 7. optimize and evolve your interview guide., the first step in qualitative research: determine your goal.

Determine what you want to study:

  • A current or potential product, service or brand positioning
  • Strengths and weaknesses in products
  • Purchasing decisions
  • Reactions to advertising or marketing campaigns
  • Usability of a website or other interactive services
  • Perceptions about the company, brand or product
  • Reactions to packaging and design

How Can You Decide a Goal for a Qualitative Interview?

Have your business team ask the following questions: 

  • What information do you want to get?
  • Why do you want to pursue in-depth information about this research topic?
  • Why is a qualitative interview process the best solution for this research?
  • How will you use qualitative data to improve your business? 

How to Determine the Right Interview Participants

When looking for people to talk to for a qualitative interview, consider your goal. If you want to expand a product line, interview existing customers about their needs. If you’re researching marketing, ask new customers how they found your business. Match interview subjects with the goal of the interview.

How to Design Interview Questions for Qualitative Research

When you’re creating an interview guide, it’s a good idea to: 

  • Plan structured interviews with open ended questions.
  • Avoid leading questions.
  • Create interview questions that are clear and easy to understand.
  • Make research questions focused but flexible.
  • Design questions that align with data collection and data analysis goals.

Tips for Preparing a Qualitative Research Interview

Preparation improves interview effectiveness. Tips to prepare include:

  • Create an interview guide. The guide should include questions, question intent and answer-based paths to take.
  • Choose a setting where the subject feels comfortable.
  • Build rapport with interview participants.
  • Have a reliable way to record the interview.
  • Rehearse the interview first.

Environmental Concerns for Qualitative Interviews

The setting of a qualitative interview also affects the quality of the interview. Consider the needs of the subject. For example, if you’re interviewing a teenager, a formal boardroom may not be the best setting. Some cultures may not value direct eye contact. An interview that’s non-face-to-face may be better.

How to Make Qualitative Interview Subjects Comfortable

For long interviews, offer water and breaks to participants. Be polite and respectful when interacting with interview subjects. Let interview participants know the purpose of the research. Explain exactly how you’ll use their answers. Address terms of confidentiality if necessary. Thank participants after the interview and let them know what to expect next.

What Are Interview Techniques in Qualitative Research?

Qualitative research techniques include:

  • Start interviews with “get-to-know-you” questions to put the interview participant at ease.
  • Pay attention.
  • Use active listening techniques.
  • Watch for body language cues.
  • Pivot questions as needed.
  • Acknowledge emotions.
  • Avoid interrogation.
  • Ending interviews, ask subjects if they have anything to add.

What Is Active Listening in Interviews in Qualitative Research?

Active listening techniques include: 

  • Make eye contact.
  • Lean in and use body language to show you’re listening.
  • Don’t get distracted by devices.
  • Use verbal affirmation.
  • Paraphrase answers for reflection.
  • Reference earlier answers.
  • Avoid interrupting.
  • Embrace pauses.
  • Ask for clarification.
  • Pay attention in the moment.

Tips for Transcribing a Qualitative Interview

It’s best to transcribe and analyze a qualitative research interview right away. This helps you optimize future interviews. Transcribe the interview word for word. Note non-verbal interactions in your transcription. Interactions like pauses and laughter can provide deeper insights into responses.

How to Analyze a Qualitative Interview

Analyze your qualitative research data early. That way, you can identify emerging themes to shape future interviews. Consider adding these to each interview report:

  • The goal of the interview
  • Details about the interview participant
  • Questions asked, summarized responses and key findings
  • Recommendations

Relate the analysis to the goal of the qualitative research interview.

Optimize the Interview Guide for Qualitative Research

Each interview can help you improve the efficiency and effectiveness of future ones. Adjust your interview guide based on insights from each previous interview. Keep all versions of your transcriptions and interview guides with notes on them. You can reference these for future qualitative research.

Get Reliable Transcription Services for Qualitative Research Interviews

As mentioned, you should transcribe qualitative research interviews as soon as possible. There are several reasons for this.

  • You can gain insights that help you shape your interview guide. You might identify questions to add or questions to clarify.
  • Your interview participants may not be appropriate for this type of qualitative research. Finding more targeted interview subjects may be better.
  • Answers may evolve the qualitative research goal and/or data analysis.
At Rev, we understand the need for fast transcription for accurate market research. We provide a turnaround time of as few as 12 hours, no matter how big your project is. We guarantee 99%+ accuracy. Learn about Rev’s market research transcription . We can help make your qualitative research project a success.

Download our FREE Qualitative Research Interview Checklist

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Qualitative Interview Questions: Guidance for Novice Researchers

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How to Conduct Interviews for Research

Last Updated: July 7, 2023 Fact Checked

This article was co-authored by Jeremiah Kaplan . Jeremiah Kaplan is a Research and Training Specialist at the Center for Applied Behavioral Health Policy at Arizona State University. He has extensive knowledge and experience in motivational interviewing. In addition, Jeremiah has worked in the mental health, youth engagement, and trauma-informed care fields. Using his expertise, Jeremiah supervises Arizona State University’s Motivational Interviewing Coding Lab. Jeremiah has also been internationally selected to participate in the Motivational Interviewing International Network of Trainers sponsored Train the Trainer event. Jeremiah holds a BS in Human Services with a concentration in Family and Children from The University of Phoenix. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 30,557 times.

If you’re putting together a news report, a documentary film, or gathering oral history for any kind of personal project, you’ll likely need to perform 1 or more research interviews to gather the information you need. While these interviews can be relatively informal (unless they’re being broadcast live), you’ll need to make a few preparations beforehand, including having a written list of questions to ask. Let the interviewee answer the questions as they see fit, and guide the interview so that all of your questions are adequately answered.

Laying Groundwork for an Interview

Step 1 Research the interview topic to prepare yourself before the interview.

  • For example, if you’re interviewing a local biologist about declining frog populations, read up on what types of frogs and frog predators inhabit the area, and find out how much of the frog population has died off.

Step 2 Explain the purpose of the interview at least a week beforehand.

  • If you set up the interview over the phone or via email, say something like, “Thank you for agreeing to answer a few questions. I’m mostly interested in asking you about your extensive knowledge of the publishing industry. I have about 10 questions, but I don’t think this will take more than 30 minutes.”

Step 3 Choose a setting where both you and the interviewee are comfortable.

  • If you’re conducting the interview over the phone, find a time when you and the interviewee are both free.

Step 4 Bring a video camera or voice recorder to record the interview.

  • Don’t tell yourself that you’ll remember the interview! If you don’t record the questions and answers, you’re likely to forget details.

Writing and Asking Effective Questions

Step 1 Write out 6–8 questions to ask during the interview.

  • “How did you get your start in the industry?”
  • “What’s your favorite type of book to see published?”
  • “What would you recommend for any young men or women who’d like to get into publishing?”

Step 2 Craft questions that will generate more than a yes or no answer.

  • For example, if you ask something like, “Do you think the city planners have done a good job of laying out the new downtown area?” the subject can just answer “yes” or “no.”
  • Instead, ask, “What do you think are some of the strengths and weaknesses of the ways the city planners laid out the new downtown area?”

Step 3 Structure your questions objectively and without bias.

  • For example, avoid a question like, “Isn’t it true that the publishing industry refuses to pay women as much as it pays men?”
  • Try asking instead: “What are your views on what some people perceive to be a gender pay gap in the industry?”

Step 4 Ask questions that are clear, generous, and jargon-free.

  • For example, avoid asking, “Do pay-to-print or vanity presses hurt the fiscal state of big publishing houses?”
  • Instead, ask something like, “Are there any trends within publishing that you think are harmful to the industry overall?”

Behaving During the Interview

Step 1 Obtain verbal or written permission to conduct the interview.

  • If you'd rather not ask immediately before the interview, ask the interviewee to fill out a consent form a week before the interview takes place. If the subject refuses to give their consent, you'll be unable to legally do the interview.
  • For a sample consent form, look online at: https://managementhelp.org/businessresearch/consent-form.htm .

Step 2 Guide the interview along the sequence of questions you’ve planned.

  • If the interviewee lingers too long on a specific question, try moving things along. Say something like, “I appreciate your insights. I’d like to turn to a different topic at this point: what’s the best college major for a career in publishing?”

Step 3 Listen attentively and maintain composure as the interviewee speaks.

  • For example, even if the interviewee says something surprising like: “I think it’s good that the frogs are dying!” avoid jumping up or shouting “What!?”

Step 4 Display sensitivity and sympathy with the interviewee’s answers.

  • For example, say that the interviewee says, “I became interested in city planning after a friend was killed in a poorly-designed intersection.” It would be inappropriate to say, “So what?” or “That sucks.” Instead, say something like, “I’m sorry to hear that; it’s a real tragedy.”

Step 5 Jot down any final notes after the interview has concluded.

  • This would also be a good time to scroll through the audio or video file that you recorded and make sure that it’s all clear and audible.

Expert Q&A

  • Always speak clearly when you ask questions and speak to the interviewee, especially if you’re recording with a tape recorder. Ask the interviewee to do the same. Thanks Helpful 0 Not Helpful 0
  • Give your interviewee enough time to answer each question. Don’t rush them on to answer another question while they’re still thinking of an answer for the first one. Thanks Helpful 0 Not Helpful 0
  • Always interview your subjects face-to-face when it’s possible. If a face-to-face interview is impractical, a telephone interview is a decent substitute. Avoid conducting interviews over email except as a last resort. Thanks Helpful 0 Not Helpful 0

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  • ↑ https://www.csus.edu/indiv/o/obriene/art116/readings/guide%20for%20conducting%20interviews.pdf
  • ↑ https://www.indeed.com/career-advice/interviewing/research-interview
  • ↑ https://managementhelp.org/businessresearch/interviews.htm
  • ↑ https://aultman.libguides.com/c.php?g=974169&p=7042440
  • ↑ https://guides.lib.vt.edu/researchmethods/interviews
  • ↑ https://uk.indeed.com/career-advice/interviewing/research-interview

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General guidelines for conducting research interviews.

conducting research interviews

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC . Adapted from the Field Guide to Consulting and Organizational Development .

Sections of This Topic Include

Introduction, preparation for interview, types of interviews, types of topics in questions, sequence of questions, wording of questions.

  • Carrying Out Interview

Immediately After Interview

Other resources.

* General Information and Resources * Ethics and Conducting Research

Also consider

Related Library Topics

Learn More in the Library’s Blogs Related to Doing Research Interviews

In addition to the articles on this current page, see the following blogs which have posts related to Doing Research Interviews. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.

  • Library’s Business Planning Blog
  • Library’s Building a Business Blog
  • Library’s Strategic Planning Blog

Interviews are particularly useful for getting the story behind a participant’s experiences. The interviewer can pursue in-depth information around a topic. Interviews may be useful as follow-up to certain respondents to questionnaires, e.g., to further investigate their responses. Usually open-ended questions are asked during interviews.

Before you start to design your interview questions and process, clearly articulate to yourself what problem or need is to be addressed using the information to be gathered by the interviews. This helps you keep clear focus on the intent of each question.

Tips on how to prepare for an interview

  • Choose a setting with little distraction. Avoid loud lights or noises, ensure the interviewee is comfortable (you might ask them if they are), etc. Often, they may feel more comfortable at their own places of work or homes.
  • Explain the purpose of the interview.
  • Address terms of confidentiality. Note any terms of confidentiality. (Be careful here. Rarely can you absolutely promise anything. Courts may get access to information, in certain circumstances.) Explain who will get access to their answers and how their answers will be analyzed. If their comments are to be used as quotes, get their written permission to do so. See getting informed consent.
  • Explain the format of the interview. Explain the type of interview you are conducting and its nature. If you want them to ask questions, specify if they’re to do so as they have them or wait until the end of the interview.
  • Indicate how long the interview usually takes.
  • Tell them how to get in touch with you later if they want to.
  • Ask them if they have any questions before you both get started with the interview.
  • Don’t count on your memory to recall their answers. Ask for permission to record the interview or bring along someone to take notes.
  • Informal, conversational interview – no predetermined questions are asked, in order to remain as open and adaptable as possible to the interviewee’s nature and priorities; during the interview, the interviewer “goes with the flow”.
  • General interview guide approach – the guide approach is intended to ensure that the same general areas of information are collected from each interviewee; this provides more focus than the conversational approach, but still allows a degree of freedom and adaptability in getting information from the interviewee.
  • Standardized, open-ended interview – here, the same open-ended questions are asked to all interviewees (an open-ended question is where respondents are free to choose how to answer the question, i.e., they don’t select “yes” or “no” or provide a numeric rating, etc.); this approach facilitates faster interviews that can be more easily analyzed and compared.
  • Closed, fixed-response interview – where all interviewees are asked the same questions and asked to choose answers from among the same set of alternatives. This format is useful for those not practiced in interviewing.

Types of questions to ask in an interview

Patton notes six kinds of questions. One can ask questions about:

  • Behaviors – about what a person has done or is doing
  • Opinions/values – about what a person thinks about a topic
  • Feelings – note that respondents sometimes respond with “I think …” so be careful to note that you’re looking for feelings
  • Knowledge – to get facts about a topic
  • Sensory – about what people have seen, touched, heard, tasted or smelled
  • Background/demographics – standard background questions, such as age, education, etc.

Note that the above questions can be asked in terms of past, present or future.

  • Get the respondents involved in the interview as soon as possible.
  • Before asking about controversial matters (such as feelings and conclusions), first ask about some facts. With this approach, respondents can more easily engage in the interview before warming up to more personal matters.
  • Intersperse fact-based questions throughout the interview to avoid long lists of fact-based questions, which tends to leave respondents disengaged.
  • Ask questions about the present before questions about the past or future. It’s usually easier for them to talk about the present and then work into the past or future.
  • The last questions might be to allow respondents to provide any other information they prefer to add and their impressions of the interview.
  • Wording should be open-ended. Respondents should be able to choose their own terms when answering questions.
  • Questions should be as neutral as possible. Avoid wording that might influence answers, e.g., evocative, judgmental wording.
  • Questions should be asked one at a time.
  • Questions should be worded clearly. This includes knowing any terms particular to the program or the respondents’ culture.
  • Be careful asking “why” questions. This type of question infers a cause-effect relationship that may not truly exist. These questions may also cause respondents to feel defensive, e.g., that they have to justify their response, which may inhibit their responses to this and future questions.

Conducting Interview

How to conduct an interview

  • Occasionally verify the tape recorder (if used) is working.
  • Ask one question at a time.
  • Attempt to remain as neutral as possible. That is, don’t show strong emotional reactions to their responses. Patton suggests to act as if “you’ve heard it all before.”
  • Encourage responses with occasional nods of the head, “uh huh”, etc.
  • Be careful about the appearance when note taking. That is, if you jump to take a note, it may appear as if you’re surprised or very pleased about an answer, which may influence answers to future questions.
  • Provide transition between major topics , e.g., “we’ve been talking about (some topic) and now I’d like to move on to (another topic).”
  • Don’t lose control of the interview. This can occur when respondents stray to another topic, take so long to answer a question that times begins to run out, or even begin asking questions to the interviewer.
  • Verify if the tape recorder, if used, worked throughout the interview.
  • Make any notes on your written notes, e.g., to clarify any scratchings, ensure pages are numbered, fill out any notes that don’t make senses, etc.
  • Write down any observations made during the interview. For example, where did the interview occur and when, was the respondent particularly nervous at any time? Were there any surprises during the interview? Did the tape recorder break?
  • Qualitative interviewing techniques
  • How to Prepare for Competency-Based Interviewing

For the Category of Evaluations (Many Kinds):

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

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7 tips for preparing for an interview

Best practices on how to have a great interview experience

Not sure how to discuss your qualifications when preparing for an interview? Learn what to expect during an interview with these tips from ORISE recruiters.

  • If your interview is in person, plan to arrive 10-15 minutes early to catch your breath and allow time to find parking, check in, and find the interview room. If you are not familiar with the area, use mapping services to find a good route and account for traffic. If your interview is virtual, find a quiet space and give yourself 15 minutes to setup your laptop and video meeting application to ensure there won’t be any interruptions before or during the interview. Make sure that you have checked your connection and you know how to contact the interviewer if there is an issue.
  • Dress for success. If the interviewer provides a suggested dress code, be sure to follow it. Whether you’re chatting with representatives in person or on a video call, wearing an outfit that you are comfortable in and aligns with the role you are seeking can boost your confidence.   Feeling polished and prepared will help you leave a strong and positive impression on representatives. Plan your outfit in advance and consider having a backup prepared in case of unexpected stains, tears, or other wardrobe malfunctions. Need a few examples? Look online or speak with your career center at your academic institution for tips.
  • If in person, bring hard copies of your resume/CV, samples of relevant projects, references, a notepad, and a pen. Keep your documents fresh and neat in a professional portfolio, folder, or carrying case. For virtual connections, be prepared to share during your interview or provide links to an online portfolio or website.
  • Silence any electronic devices before the interview starts. If virtual, be sure that you have eliminated distractions as much as possible (e.g., roommates, pets, traffic, music, etc.).
  • For in person interviews, maintain eye contact as you introduce yourself. Be polite and professional with everyone you interact with—you are in the interview as soon as you arrive at the facility. If virtual, make sure that your camera and sound are working, and your background is professional. Practice before the call to check how you will appear on screen and be sure you are looking into the camera (rather than away).   And remember your body language—be aware of what you are communicating through your posture and stance.
  • Ask thoughtful questions when you are offered a chance. Prepare a few in advance and add questions using the information provided during the interview. Ask about things that aren’t available on the company’s website or detailed in the posting (e.g., what skills will you learn during the project, why does the interviewer enjoy working there, what are some immediate priorities for the role,   what qualities have successful interns/fellows or employees had that have been in this role, describe a typical day, etc.). This shows that you have done your research and demonstrates interest and excitement about the opportunity.
  • Close by sincerely expressing your passion for the role and thank them for their time. You always want to end with a strong final impression. Additionally, crafting a thank you email to send within one to two business days is a beneficial and polite way to show your enthusiasm.  

Use your interview to elaborate on your education, experience, and skills, and how they fit into what the interviewer is looking for and don’t forget to show your passion. Let the interviewer know why you are interested and what you can add to the organization now and in the future. And remember that you are also making a valuable connection.   Even if the interview doesn’t land this role, they may reach out when another opportunity becomes available or refer you to others in the organization.

  • Research the federal agency or department, national lab, scientific facility, or the employer . What is their mission, STEM areas,   goals and expectations? Are they a fit for you? Do they have any interesting initiatives or research areas you’d like to support?
  • Self-reflect and know what you'd like to say about your skills and experiences . Review the opportunity you applied for and/or look at open postings that you may be interested in applying to at the organization. The key words listed are “clues” (description, qualifications, skill sets, experience, etc.) that can help you define what you should plan to discuss during the interview to illustrate how you are a “fit” for the role. Prepare examples of how you’ve demonstrated skills that are highly relevant to the position in question. Use approximately 30-second sound bites that you can use to expand on your answer. The STAR method—Situation, Task, Action, and Result—is one way to develop your response and tailor your answers to show relevance to the role and organization.
  • Practice ! Find resources online from reputable sources about mock interview questions or setup a mock interview with your school’s career services office if available. Practice with friends reading the questions and listening to your answers.

Types of interview questions

There are a variety of types of interview questions.  Open-ended questions  give you the opportunity to speak about whatever comes to mind (e.g., "What interests you about this job?"). Other examples are open-ended, behavior-focused questions (e.g., "When was a time that you had to handle a disagreement with your supervisor? How did you handle it?”), and more technical questions, puzzle questions, creativity questions (e.g., “If you were a tree, what kind would you be?”) or case studies.

Most interviewers will ask you to tell them about yourself; this is your opportunity to “brag” on your relevant accomplishments while also giving a quick synopsis of your background. Prepare a 30-second elevator pitch before your interview to answer this question efficiently. An effective   pitch will include an introduction (e.g., name, school, major or degree), a summary of what you do (e.g., your background including experience), what you want/are interested in (e.g., interview, being a part of the mission, research opportunity, etc.,) and why your strengths/interests are relevant (e.g., skills, leadership, goals, what makes you unique, etc.)ending with a “call to action” (e.g., “Can you tell me more about…?”).   It should be brief (75 to 100 words), interesting, personalized, and confident.

How do you prepare for interview questions? Find resources online with common questions and example answers and think about how you might answer. Even if you’re asked a different question than what you’ve practiced, the self-reflection and answer-crafting you’ve done will help in preparing a response.

For  case studies and technical questions , most don’t have a “right” answer. Even if   presented as a skills-based exam, the review of your answers will likely focus on your thought process while stressed and/or how you respond with incomplete information. If   offered a note sheet, jot down thoughts as they come to you. Listen carefully to the questions and re-read them if they’re presented in text. Ask clarifying questions if needed. Focus on key, broad issues first, then get more specific with your answer. If you can, suggest specific steps rather than just theory. Especially for case studies, be conscious of resources (e.g., budget, capital, or personnel) needed for the answer and don’t be afraid to ask about them as a follow-up question. For puzzle or brain-teaser questions, the interviewer is looking for problem-solving and logical thinking skills. The idea answers for all show how/if you would get to a solution and your ability to explain your reasoning.  

Preparing for an interview requires some research, planning, and practice, but it is worth the time it takes to successfully demonstrate your interests, qualifications, and passion to land the perfect opportunity. Good luck!

Video Spotlight

Virtual interview tips.

Are you looking for an internship, but aren't sure how to approach the virtual interview? ORISE's Rebecca Cavender provides some tips and best practices on how to have a great interview experience.

Play video

The 10 Rules of Interview Etiquette

people shaking hands

Job interview scheduled?

Whether you’re looking for your first job or you’re a seasoned professional, it never hurts to brush up on these etiquette basics.

Follow these rules for making all the right moves before, during, and after the interview, and you’re sure to shine.

1. Rehearse

There are several questions that you’re pretty much guaranteed to be asked during an interview: “Why do you want to work for this company?” “What are your strengths and weaknesses?” and “Where do you see yourself in five years?” —to name a few.

So, be prepared with insightful answers for these classics, plus be familiar with other interview questions typically asked in your field, too. Practice looking in the mirror and answering the questions out loud. This prep work will help you clarify your thoughts and make you much more comfortable during the interview.

(Hint: use this interview cheat sheet as a reference.)

2. Do Your Research

At minimum, review the company’s website and Google its key players. Find out who you’ll be interviewing with and learn something about them, such as when they were last quoted in a publication or if they’ve recently received an award. Casually reference the information during the interview and quote specifics, such as “I see the company has expanded into several new markets over the past year.” You’ll project the image of someone who is interested, does their homework, and pays attention to details.

(For more information on showing off your industry knowledge, go here .)

3. Brush up on Body Language

Be aware of what you’re communicating through your posture and stance —and make sure it’s good. For example, sitting with your arms and legs crossed sends a message that you are closed-off or feel defensive. If you keep your hands in your lap the entire interview, you could signal that you lack self-confidence. And, twirling your hair can make you look nervous or juvenile.

Next, always stand up when someone else comes into the room. Professionally, you lose respect and credibility by staying seated—it sends a weak and powerless message. Think your movements through ahead of time so you’re not distracted (or distracting) during the interview.

4. Dress the Part

An interview may be the only shot you have to impress the decision-maker in person, so make sure you’re dressed impeccably.

It’s always better to overdress than underdress, but do some sleuthing and find out what the corporate dress culture is before you walk through the door. A dark suit (jacket and pants or skirt) and a crisp white shirt, manicured nails, simple make-up, and clean, professional shoes will be perfect in most cases. And, definitely avoid dangling earrings, too much perfume, and multiple, clanking bracelets.

5. Shake it Like You Mean It

No “fingers-only” handshakes , ladies! The proper, professional way to shake is using the entire hand, extending your arm (first if possible) for a firm, but not overbearing grip, while rolling the index finger around the bottom of the other person’s hand. The “fold” between your index finger and thumb should touch the other person’s.

If this doesn’t come naturally, practice with a friend before your interview.

Yes, a job interview is a high-pressure situation, but freezing up and looking nervous will lose you points in the few critical moments you have to shine.

Smiling naturally (without pursing your lips tightly together) will make you appear confident, friendly, and approachable. Even if you’re not feeling it, fake it. A smile conveys that you’re someone who can get along with fellow employees, wow the boss, and impress the clients.

7. Take the Water

If your interviewer offers you a glass of water, take it, even if you’re not thirsty. This little prop can help buy you time to formulate an answer to a difficult question or just give you a moment to center yourself.

8. Know Your Faux Pas From Foie Gras

Hint: One is a mistake, and the other is a delicacy made from the fattened liver of a duck or goose!

Some interviews (usually second or third) are conducted over a meal, so being familiar with proper table manners is imperative to your interview success.

Here’s why: The recruiter will be watching to see how you’ll conduct yourself at a meal with clients, how you handle accidents, and how you treat the wait staff.

9. Ask Questions

Keep in mind that the job interview is a two-way street. It’s an opportunity for you to sell yourself to the company, but also to learn more about the workplace to see if the position and environment are a good fit for you.

Go in with a few questions , such as details about the type of work that the position entails, the corporate culture, and the typical career path of someone who holds the position.

And, don’t be scared to speak up: not asking questions can signal that you’re uninformed or uninterested.

10. Send a Proper Thank You

Yes, even today, a handwritten note is mandatory. Sending a thank you letter via email is fine when the decision must be made quickly, but always follow up with written correspondence. (A voicemail message doesn’t take the place of a written note, either.) Express your thanks for the interviewer's time and for the chance to learn more about the company.

No need to go overboard and—please—don’t send a gift or flowers after the interview (yes, it’s been done).

When it comes to interviewing, practice makes perfect, and knowing the rules ahead of time is a great start. So be prepared, be confident, and be yourself, and you’ll shine. Good luck!

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COMMENTS

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    Some steps can be conducted in different orders based on researchers' preferences. 3-1- Building the Interview Protocol This protocol aims to outline different points. The format of these protocols can be affected by the level of structure that researchers aim to follow in their interviews (Knox, 2009).

  17. 7 tips for preparing for an interview

    Find resources online from reputable sources about mock interview questions or setup a mock interview with your school's career services office if available. Practice with friends reading the questions and listening to your answers. Types of interview questions. There are a variety of types of interview questions.

  18. Getting more out of interviews. Understanding interviewees' accounts in

    In an ongoing debate about using interview material in research, ethnomethodologists point to the fact that meaning is co-constructed in interview interactions and therefore interpretation of interview data should focus on processes of jointly generating meanings. ... For the original German interview text see Appendix A and for a description ...

  19. The 10 Rules of Job Interview Etiquette

    Practice looking in the mirror and answering the questions out loud. This prep work will help you clarify your thoughts and make you much more comfortable during the interview. (Hint: use this interview cheat sheet as a reference.) 2. Do Your Research. At minimum, review the company's website and Google its key players.

  20. 7 Unspoken Job Interview Rules That Everyone Needs To Know

    Rule #2: To be a stronger candidate, you need to understand the role of each person you interview with. Tailoring your questions and answers based on the roles that individual interviewers hold is ...

  21. A Blood Test Accurately Diagnosed Alzheimer's 90% of the Time, Study

    The new research was conducted in Sweden, and experts cautioned that, for use in the United States, the results should be confirmed in a diverse American population.

  22. Harris interviews Walz, Kelly, Shapiro at her home for vice president

    WASHINGTON, Aug 4 (Reuters) - Vice President Kamala Harris will interview three top candidates - Minnesota Governor Tim Walz, U.S. Senator Mark Kelly of Arizona and Pennsylvania Governor Josh ...

  23. Biden-Harris Administration Proposes Ban on Family Seating Junk Fees

    The rule also requires refunds to be automatic, prompt, in the original form of payment, and in the full amount paid. Airlines must comply with the rule by late October. Provisions of the final rule on airline refunds were fortified through the FAA Reauthorization Act of 2024 that President Biden signed into law on May 16, 2024.

  24. Gautam Adani Exclusive Interview Highlights: Succession, Hindenburg

    In this exclusive interview, Adani talks to Bloomberg journalist Anto Antony about how he built his empire, the impact of short seller Hindenburg Research's attack, and what comes next. Watch ...

  25. Harris Interviews Walz, Kelly, Shapiro at Her Home for Vice President Pick

    WASHINGTON (Reuters) -Vice President Kamala Harris will interview three top candidates - Minnesota Governor Tim Walz, U.S. Senator Mark Kelly of Arizona and Pennsylvania Governor Josh Shapiro - at ...