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How to run a mixed methods study in six steps

Process showing six steps to run a mixed methods study, from writing one research question to reporting where the numbers and the stories agree.
Attach a follow-up question to every number and the analysis gets much easier.

A six-step plan for a mixed methods study in product or UX research. Write one question that holds the what and the why, choose a design, build one instrument that carries both, collect enough responses, analyse each half and then compare them. The finding worth reporting is where the score and the story agree, or where they clearly do not.

Where this appears

What's in this process

  1. Write one research question: Keep the what and the why together: how satisfied are users with onboarding, and why?
  2. Pick your design: Choose one of the four designs based on what you already know.
  3. Design one instrument that carries both: Attach a probe to every number, like a 0 to 10 score followed by what would move it up two points.
  4. Collect at scale: Get enough responses for the numbers to mean something, often 100 or more, with depth on each.
  5. Analyze both, then triangulate: Chart the structured answers, code the open-ended ones into themes, then check if the themes explain the numbers.
  6. Report the convergence: Lead with where the number and the story agree, or where they disagree in a telling way.

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<a href="https://www.koji.so/visuals/mixed-methods-study-six-steps"><img src="https://www.koji.so/visuals/mixed-methods-study-six-steps/mixed-methods-study-six-steps.png" alt="Process showing six steps to run a mixed methods study, from writing one research question to reporting where the numbers and the stories agree." width="1200" height="909" /></a>
<p>Source: <a href="https://www.koji.so/visuals/mixed-methods-study-six-steps">How to run a mixed methods study in six steps</a>, Koji</p>