Process
Template analysis in six steps
Nigel King's method for building and revising a hierarchical coding template
The six stages of template analysis as described by Brooks, McCluskey, Turley and King in 2015: familiarisation, preliminary coding, clustering, an initial template built on a subset, repeated revision, and applying the final template to all the data. Use it as a checklist when analysing interview transcripts with some themes known in advance. Koji's per-question interview analysis gives you a head start on the early steps.
Where this appears
What's in this process
- Get familiar with the data: Read a good sample of transcripts before coding. Note first impressions and recurring language.
- Do some preliminary coding: Mark relevant passages in a few transcripts. Start with a few tentative a priori themes if you have them.
- Cluster codes into themes: Group related codes into themes and sub-themes. Look for integrative themes that cut across them.
- Write the initial template: Build a first coding template from a subset of the data, with a short definition for each theme.
- Apply it and revise: Code more transcripts. Add, split, merge, move or drop themes until new data stops changing it.
- Finalise and apply to all: Code every transcript with the final template and use it to structure the write-up.
Use this image
Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:
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<a href="https://www.koji.so/visuals/template-analysis-steps"><img src="https://www.koji.so/visuals/template-analysis-steps/template-analysis-steps.png" alt="Process diagram of the six steps of template analysis, from getting familiar with the data to applying the final template" width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/template-analysis-steps">Template analysis in six steps</a>, Koji</p>
