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Interview Protocol Refinement framework: four phases

A way to check an interview guide before the main round of interviews

Process showing the four phases of the Interview Protocol Refinement framework: align questions, build a conversation, get feedback and pilot.
Check alignment first, then make it a conversation, then test it on real people Source: Milagros Castillo-Montoya, The Qualitative Report, 2016

The Interview Protocol Refinement framework is a four-phase way to prepare an interview guide: align interview questions with research questions, turn them into an inquiry-based conversation, get feedback on the protocol, and pilot it. It was published by Milagros Castillo-Montoya for qualitative researchers and works just as well for product discussion guides. In Koji, the free interview preview is a quick way to run the pilot step.

Where this appears

What's in this process

  1. Align questions: Map every interview question to the research question it serves. Cut any that serve nothing.
  2. Build a conversation: Add an opening, transitions between topics, follow-up prompts and a close.
  3. Get feedback: Have a colleague read it as a participant and flag questions that confuse or lead.
  4. Pilot it: Run one or two real interviews and check the answers fit your research questions.

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<a href="https://www.koji.so/visuals/interview-protocol-refinement-framework-four-phases"><img src="https://www.koji.so/visuals/interview-protocol-refinement-framework-four-phases/interview-protocol-refinement-framework-four-phases.png" alt="Process showing the four phases of the Interview Protocol Refinement framework: align questions, build a conversation, get feedback and pilot." width="1200" height="630" /></a>
<p>Source: <a href="https://www.koji.so/visuals/interview-protocol-refinement-framework-four-phases">Interview Protocol Refinement framework: four phases</a>, Koji</p>