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ImpactMojoQualitative Methods 101www.impactmojo.in
ImpactMojo 101 Series · Free Forever
Qualitative
Methods
101
Asking Why and How — a Foundational Course on Qualitative Research for Development Practitioners in South Asia
Research-BackedSouth Asia Focus~90 SlidesFree Access
ImpactMojoQualitative Methods 101www.impactmojo.in
What We Cover
01
What Qualitative Research Is
Slides 3–10
02
Paradigms & Approaches
Slides 11–19
03
Designing a Qualitative Study
Slides 20–27
04
Sampling
Slides 28–36
05
In-Depth & Semi-Structured Interviews
Slides 37–45
06
Focus Group Discussions
Slides 46–54
07
Observation & Ethnography
Slides 55–62
08
Participatory & Visual Methods
Slides 63–71
09
Data Management & Coding
Slides 72–79
10
Thematic Analysis & Interpretation
Slides 80–88
11
Trustworthiness, Ethics & Reading
Slides 89–99
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01
Section One
What Qualitative Research Is & When To Use It
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Qualitative research studies meaning
Where quantitative research counts and measures, qualitative research seeks to understand how people make sense of their lives, in their own words and contexts. It works with text, talk, images and observed behaviour — not numbers.
Qualitative research
The systematic study of meaning, process and lived experience in context — producing rich, detailed, non-numerical data and interpreting it to understand the why and how behind what people do.
It is not 'soft' or 'unscientific'. Done well, it is systematic, rigorous and transparent — just with different standards of quality than statistics.
Data typeExampleWhat it is analysed for
TalkInterview and focus-group transcriptsMeaning, reasoning, category use
TextCase files, minutes, policy documentsWhat is recorded and what is omitted
Observed behaviourField notes from a gram sabhaPractice, routine, what nobody mentions
ImagesParticipant photographs, community mapsWhat participants choose to show
"Not numbers" is the weakest way to define the field and the most common. Qualitative work is defined by the question it answers — meaning, process, context — not by the absence of arithmetic.
Some qualitative work counts (how many transcripts carry a code) and some quantitative work is interpretive. The line is the type of claim being made, not the presence of a number.
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Different questions, different tools
Quantitative asks
  • How many? How much? How often?
  • Did the outcome change — by how much?
  • Is the difference statistically significant?
  • How is X distributed across the population?
Qualitative asks
  • Why did it work — or fail?
  • How do people experience this scheme?
  • What does 'empowerment' mean to them?
  • What process led to this outcome?
Match the method to the question. A why or how question rarely yields to a survey alone.
QuestionMethod it needs
What share of girls drop out after Class 8?Survey — qualitative cannot answer it
Why do they drop out?Interviews — a survey can only test hypotheses you already have
How do families decide, and who decides?Interviews and observation
What does the community mean by "safe"?Qualitative — the category itself is the object
The last row is the one practitioners miss. When you do not yet know what the categories are, a closed question forces respondents into yours and returns your assumptions back to you as data.
The correct order is usually qualitative first: it tells you what to ask about and in what words, which is what makes a survey instrument valid rather than merely reliable.
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When qualitative is the right choice
  • Exploring a new or poorly understood phenomenon
  • Understanding process — how change actually happens
  • Hearing marginalised voices in their own terms
  • Explaining a surprising quantitative finding
  • Generating hypotheses, theory and survey instruments
  • Studying sensitive or context-bound topics
Use qualitative whenBecause
The phenomenon is poorly understoodYou cannot pre-specify the answer categories
You need to explain a surprising resultNumbers show the pattern, not the mechanism
You are designing a surveyIt supplies the constructs and the local wording
The topic is sensitive or stigmatisedTrust and privacy produce data no form will
Marginalised experience is the subjectTheir own terms are the point, not an input
The mirror-image list is just as useful. Do not use qualitative work to estimate prevalence, to track a trend over time, or to compare arms of a trial — it will answer, and the answer will be wrong.
In development practice the most common misuse is the third-row case run backwards: a survey designed first, and qualitative work commissioned afterwards to explain results the instrument itself distorted.
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Numbers and stories, together
01
QUANTITATIVE: 18% of girls drop out after Class 8
02
QUALITATIVE: interviews reveal why — distance, safety, marriage
03
INSIGHT: the barrier is the journey, not the school
04
ACTION: cycles & safe transport, not new classrooms
Numbers tell you that something is happening; qualitative work tells you why — and what to do about it. Mixed methods are often strongest.
StageWhat it establishesWhat it cannot
Survey finds 18% drop out after Class 8The scale of the problemThe reason
Interviews find distance, safety, marriageThe mechanisms at workWhich one dominates
Survey again, now asking about the journeyHow common each mechanism isWhether the framing missed one
Programme: cycles and safe transportA testable interventionWhether it worked — that needs evaluation
Notice the loop rather than the line. The qualitative round supplies the categories, the survey sizes them, and the next qualitative round tests whether the categories held up in the field.
Where the two disagree, the disagreement is the finding, not a problem to reconcile. A survey showing high satisfaction alongside interviews describing avoidance usually means the instrument measured compliance.
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Rich, thick, contextual data
Thick description
Clifford Geertz's term for detailed accounts that capture not just behaviour but its context and meaning — so a reader can grasp why an act matters to the people involved.
A wink is not just an eye movement: it could be a twitch, a flirtation, a signal or a parody. Thick description records enough context to tell which — that interpretive layer is the point.
Layer of a winkWhat it requires to interpret
An eyelid contractingObservation alone
A signal to a conspiratorKnowing the relationship
A parody of someone else’s winkKnowing the local repertoire of gestures
A rehearsal of that parodyProlonged presence in the setting
Geertz’s point is about what a description must contain to be checkable. Thin description records the movement; thick description records enough context that a reader can assess whether your reading is right.
This is a rigour standard, not a style. If your write-up gives a reader no way to disagree with your interpretation, it is not thick description — it is assertion with quotes attached.
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What qualitative work does best
Depth
Rich understanding of a few cases
Context
Findings grounded in lived setting
Flexibility
Design can adapt as you learn
Voice
Participants speak in their own words
StrengthBought at the cost of
Depth in a few casesAny claim about prevalence
Findings grounded in contextPortability to other contexts, unless you describe them
A design that adapts as you learnComparability across the study, unless you document changes
Participants’ own words and categoriesA pre-defined variable you can track over time
Every strength here is the direct consequence of a limitation. Depth exists because n is small; adaptability exists because the design is not fixed. You cannot keep one and discard the other.
Which is why "qualitative plus a bigger sample" is not an improvement. Scaling up the n without changing the analysis produces shallow interviews and no additional claim.
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What it cannot do — and that's fine
  • It does not measure prevalence — you cannot say '60% feel X'
  • It does not aim for statistical generalisation to a population
  • It is not faster or cheaper for large-scale tracking
  • It cannot be judged by sample size or representativeness alone
These are not weaknesses to apologise for — they are simply outside the method's purpose. Judge qualitative work by depth and rigour, not by how many people it counted.
Judge qualitative work byNot by
Depth and richness of the materialSample size
Whether saturation was reached and arguedResponse rate
Credibility — triangulation, member checkingStatistical significance
Transferability — thick enough for a reader to judge fitRepresentativeness
A visible audit trailWhether the findings replicate exactly
"Your sample is only fifteen" is the objection to be ready for, and the answer is not defensive: fifteen is not a small sample, it is a sample selected for information richness rather than for estimating a proportion.
The right-hand column lists real standards — they are simply the standards for a different kind of claim. Applying them here is a category error, and it runs in both directions.
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02
Section Two
Paradigms & Approaches
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Your assumptions shape your method
Behind every study sits a paradigm — a set of beliefs about what reality is (ontology) and how we can know it (epistemology). These quietly decide what counts as good evidence.
Paradigm
A worldview — the basic assumptions about the nature of reality and knowledge that guide how a researcher frames questions, collects data and judges truth.
QuestionTermWhere it shows up
What is there to know?OntologyWhether "empowerment" is a thing or a construct
How can we know it?EpistemologyWhether a neutral observer is possible
How do we go about it?MethodologyInterviews, ethnography, survey
With what tools?MethodsInterview guide, coding frame
Most method disputes are really ontology disputes, argued in the wrong vocabulary. Whether a fifteen-interview study "counts" depends on whether you think there is one reality to sample from.
You do not have to resolve the philosophy to do good work. You do have to state your position, because it determines which quality criteria a reader should apply to your study.
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Positivist vs interpretivist
Positivist
There is one objective reality 'out there', knowable through neutral measurement. The researcher stands apart. Drives most quantitative work.
Interpretivist
Reality is socially constructed; people make meaning. Knowledge is built with participants, not extracted. Underpins most qualitative work.
Most qualitative research leans interpretivist — but critical and pragmatic paradigms sit alongside, and many practitioners mix them deliberately.
PositivistInterpretivist
RealitySingle, externalMultiple, socially constructed
ResearcherStands apart; bias is contaminationPart of the process; influence is made visible
Good evidenceMeasurement that replicatesAccounts that are credible and grounded
GeneralisationTo a population, statisticallyTo theory and concepts, analytically
The two poles disagree about what bias is. One treats the researcher’s presence as error to be minimised; the other treats it as a condition of access to be documented.
That is why reflexivity is a rigour requirement on one side and irrelevant on the other — and why a positivist reviewer reading a reflexive account often mistakes it for self-indulgence.
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Critical and pragmatic stances
Critical / transformative
Research should expose and challenge power, caste, class and gender injustice — and contribute to change. Aligned with participatory and feminist methods.
Pragmatic
Use whatever method answers the question best. Comfortable mixing qualitative and quantitative. Common in applied development research.
StancePurpose of researchWho judges success
PositivistExplain and predictOther researchers, via replication
InterpretivistUnderstand meaningReaders, via credibility
Critical / transformativeExpose power and contribute to changeThose the research is meant to serve
PragmaticAnswer the question usefullyWhoever has to act on it
The critical stance changes the ethics, not only the method. If research is meant to contribute to change, extracting data and leaving is a failure of the design rather than a missed courtesy.
Most applied development research is pragmatic in practice and interpretivist in its methods, which is a coherent position — but worth naming rather than drifting into.
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Major qualitative approaches
ApproachCentral questionSignature method
Grounded theoryWhat theory explains this process?Iterative coding, constant comparison
PhenomenologyWhat is the lived experience of X?In-depth experiential interviews
EthnographyHow does this culture / group work?Prolonged immersion, observation
Case studyHow & why, in this bounded case?Multiple sources on one case
NarrativeWhat story do people tell of their lives?Life-history interviews
The approach you choose shapes your sampling, your data and your analysis — pick it on purpose, not by habit.
ApproachTypical nOutput
Grounded theory20–40, sampled theoreticallyA theory of a process
PhenomenologyOften under 10, interviewed at lengthThe essence of an experience
EthnographyOne setting, months to yearsAn account of a way of life
Case study1 case, or a few comparedHow and why, in context
Narrative inquiryA handful of life storiesStories analysed as stories
Practitioners rarely need to adopt a tradition wholesale, and the label matters most when you write up: it tells a reader which quality criteria to apply and which n is appropriate.
The common error is claiming grounded theory for what is really thematic analysis. Grounded theory requires theoretical sampling and constant comparison; coding a fixed set of interviews is not it.
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Building theory from the data up
Developed by Glaser & Strauss (1967), grounded theory builds theory inductively from data rather than testing a pre-set hypothesis. Coding and data collection proceed together until a theory emerges.
01
Collect data
02
Code & compare incidents (constant comparison)
03
Sample more cases to test emerging ideas (theoretical sampling)
04
Refine until categories saturate → theory
Grounded theory requiresWhich rules out
Data collection and analysis interleavedDoing all interviews, then coding
Theoretical samplingA sample fixed in the proposal
Constant comparison of every incidentCoding each transcript in isolation
Sampling until categories are saturatedA pre-agreed number of interviews
Almost no funded study can do this properly, because the budget and the ethics approval both require the sample to be specified in advance. That is a real constraint, not a reason to relabel.
Glaser and Strauss later split over how much prior theory is permissible. The practical version most people use — Strauss and Corbin’s — allows a starting framework, held loosely.
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Studying lived experience
Phenomenology asks what an experience is like from the inside — the essence of, say, living with a disability, or of a mother's first contact with an anganwadi. It brackets the researcher's assumptions to centre the participant's world.
Data is deep, first-person and experiential. Often just a handful of participants, each interviewed at length.
Phenomenology asksRather than
What is it like to be denied a pension?How many are denied?
What does the waiting itself consist of?How long is the average wait?
How does the experience change the person?What is the effect on consumption?
Bracketing — setting aside your own assumptions — is the method’s central discipline and its central controversy. Hermeneutic phenomenologists argue it is impossible and that interpretation should be made explicit instead.
Very small samples are correct here rather than a compromise. Six people interviewed three times each yields more of what this method needs than sixty interviewed once.
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Understanding a way of life
Ethnography immerses the researcher in a community over time — living among, observing and participating — to understand culture, norms and everyday practice from within. Its roots are in anthropology.
South Asia has a rich ethnographic tradition — from village studies of the 1950s–60s to today's ethnographies of bureaucracy, markets and migration. It rewards patience over speed.
Ethnography needsPractical implication
Prolonged presenceMonths, not a two-week field visit
Participation, not only watchingYou do the work, sit through the meetings
Field notes written dailySeveral hours of writing per day observed
Tolerance of not knowing earlyThe first weeks produce little usable material
The South Asian tradition is unusually rich — from the village studies of the 1950s and 60s through to contemporary ethnographies of bureaucracy, migration and markets, several of which changed policy assumptions outright.
Short "rapid ethnography" in development practice is a different method with the same name. It can be useful; it does not deliver what prolonged immersion delivers, and should not claim to.
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One bounded case, many lenses
Case study
An in-depth, multi-source examination of a single bounded unit — a village, a programme, an organisation, an event — studied in its real-life context. (Associated with Robert Yin and Robert Stake.)
Strong for how and why questions about contemporary events you cannot control. A single SHG federation, studied through interviews, records and observation, can illuminate a whole model.
Case study decisionOptions
What is the case?A village, a programme, an organisation, an event
What are its boundaries?In time and place — state them explicitly
Single or multiple?One in depth, or several compared
Why this case?Typical, extreme, critical, or convenient — say which
"Why this case" is the question reviewers ask and studies most often dodge. Convenience is a legitimate answer if stated; it becomes a defect only when dressed up as theoretical selection.
Yin and Stake differ usefully: Yin treats the case study as a rigorous design with propositions to test, Stake as an interpretive study of a particular. Pick one and be consistent.
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03
Section Three
Designing a Qualitative Study
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Design before you collect anything
Qualitative research is flexible, but flexibility is not the same as improvisation. A clear design — question, approach, participants, methods, analysis plan — is what makes the study rigorous and defensible.
01
RESEARCH QUESTION: what do we genuinely not know?
02
APPROACH: grounded theory? ethnography? case study?
03
PARTICIPANTS & METHODS: who, how, how many?
04
ANALYSIS PLAN: how will meaning be drawn out?
Design elementDecide before fieldwork
Research questionWhat you genuinely do not know
ApproachWhich tradition, and therefore which quality criteria
ParticipantsWho is information-rich, and how you will reach them
MethodsInterviews, FGDs, observation — and why each
Analysis planHow coding will work; who codes; what a theme is
EthicsConsent, storage, risk, referral route
The analysis plan is the one that gets skipped, and it is the one that determines whether the data is usable. Deciding how to code after 40 transcripts exist is how projects stall.
Flexibility applies to the sample and the questions, not to whether these decisions exist. Emergent design means documented change, not absence of a plan.
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What a strong qualitative question looks like
Strong
  • 'How do widows in rural Bihar navigate access to pensions?'
  • Open, exploratory, focused on process & meaning
  • Lets the answer surprise you
Weak
  • 'How many widows receive pensions?'
  • Closed, countable — a survey question
  • Presumes you already know the categories
Qualitative questions usually begin with how, what or in what way — rarely with how many.
Weak questionWhy it failsRewritten
How many widows receive pensions?Countable — a survey questionHow do widows navigate the claim process?
Is the scheme effective?Presumes a shared definitionWhat does the scheme change in daily life?
Why don’t women use the toilets?Presumes the answer is refusalWhat shapes where women choose to go?
The third row is the trap most practitioners fall into. A question containing an accusation returns evidence for the accusation, because respondents answer the question they were asked.
Test a draft question by asking what answer would surprise you. If nothing would, the question is checking a conclusion rather than opening one.
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Map the ideas guiding your study
Conceptual framework
A visual or written map of the key concepts, assumptions and expected relationships that frame your study — drawn from theory, literature and your own experience. It guides what you look at without dictating what you find.
It is a working map, not a hypothesis to confirm. Expect to revise it as fieldwork teaches you what you missed.
A conceptual framework shouldIt should not
Name the concepts you will look forList variables you expect to confirm
Show how you think they connectFix the relationships in advance
Draw on literature and your own experienceBe copied from a paper about another setting
Be revised when fieldwork contradicts itSurvive the study unchanged
A framework that never changes is a warning sign. Either the fieldwork taught you nothing, or it did and you did not record it — and the second is a rigour failure, not a neutral one.
Keep the early version. Showing the reader how the framework moved between the proposal and the write-up is one of the more convincing forms of an audit trail.
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Build quality in from the start
  • Choose methods that genuinely fit the question
  • Plan for multiple sources to triangulate (interviews + observation + documents)
  • Anticipate negative cases — who might contradict your emerging story?
  • Decide how you will keep an audit trail of decisions
  • Plan reflexivity — how will you track your own influence?
Trustworthiness is engineered into the design, not bolted on at the end.
Rigour decisionMade at designCost of leaving it to later
Triangulation sourcesWhich two or three, and whyYou have interviews only, and no way to check them
Negative casesWho could contradict the storyYou never sampled anyone who would
Audit trailWhere decisions get recordedReconstruction from memory, months on
ReflexivityA journal kept from day oneA paragraph written at the end, unevidenced
Each of these is nearly free at design and nearly impossible to retrofit. You cannot triangulate against a document you never collected or a group you never approached.
Negative-case sampling is the one to plan hardest, because purposive sampling naturally selects people likely to confirm what you expect — you have to work against your own frame deliberately.
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A plan that can learn
Unlike a survey fixed before launch, qualitative design is often emergent: early interviews reshape later ones, and the sample grows in the direction the data points. This is a feature, not sloppiness.
Document every change and why you made it. Emergent design demands more discipline in record-keeping, not less.
What may changeWhat must be recorded
The interview guideWhich question changed, when, and why
Who you sample nextThe analytic reason for choosing them
The coding frameCodes merged, split or dropped, with dates
The research question itselfThe version at each stage
Emergent design shifts the burden from planning to documentation. A fixed survey defends itself by its protocol; an emergent design defends itself by its record of decisions.
Ethics committees expect a fixed protocol, which creates a real tension. The usual resolution is to specify the range of permitted adaptation up front and report what was actually used.
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Depth over breadth
Qualitative vs quantitative: how scope trades off (illustrative)
Illustrative schematic
Qualitative work deliberately trades breadth for depth. Twelve rich interviews can teach more than a thousand thin ones — if chosen and analysed well.
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Designing across the divide
DesignSequencePurpose
ExploratoryQual → QuantQual builds the survey instrument
ExplanatoryQuant → QualQual explains a survey finding
ConvergentQual & Quant togetherTriangulate two views of one issue
EmbeddedOne inside the otherQual adds depth to an RCT or vice versa
In development evaluation, qualitative work embedded in a larger study often explains why the headline number came out the way it did.
DesignSequenceThe failure specific to it
ExploratoryQual → QuantSurvey drafted before the qual is analysed
ExplanatoryQuant → QualQual sample not drawn from the survey respondents
ConvergentBoth at onceTwo reports, no integration
EmbeddedOne inside the otherThe smaller strand becomes decoration
Each failure is a scheduling failure, not an analytic one. They happen because the two strands are run by different people on different timelines and meet only at the write-up.
For explanatory designs, retain a linking identifier and consent to recontact at the survey stage — without it you cannot go back to the low-scoring respondents you now want to interview.
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04
Section Four
Sampling
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Not random — purposeful
Qualitative sampling does not aim for a statistically representative slice. It aims to select cases that are information-rich — the people, sites or events most likely to illuminate the question.
Purposive sampling
Deliberately selecting participants because of what they can teach you about the phenomenon — not by chance, but by relevance, richness and fit to the research question.
Probability samplingPurposive sampling
Selects forRepresentativenessInformation richness
DecidedBefore data collectionOften during it
Justified byThe sampling frame and methodA written rationale for each choice
SupportsEstimates about a populationClaims about a process or concept
Purposive does not mean convenient. Every selection needs a stated reason connected to the question, and "they were available" is a reason that weakens the study rather than describing it.
Write the rationale as you go. Reconstructed afterwards it always reads as post-hoc justification, whether or not it is — and reviewers can tell.
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Flavours of purposive sampling
StrategyLogicGood for
Maximum variationSpan the diversity deliberatelyCommon patterns across difference
Typical caseThe 'ordinary' instanceDescribing the norm
Extreme / deviantThe unusual caseOutliers, failures, exemplars
Critical case'If it's true here…'A telling, decisive instance
HomogeneousA tight, similar groupFocus groups, in-depth focus
Confirming / disconfirmingSeek cases that test the theoryStrengthening rigour
StrategyChoose it when
Maximum variationYou want patterns that hold across difference
Typical caseYou need to describe the ordinary, not the exceptional
Extreme / deviantFailures and exemplars teach more than the middle
Critical caseOne instance can settle the argument either way
HomogeneousYou need a group that can talk freely together
Maximum variation is the safest default for applied work, because a pattern that survives across deliberately different cases is the most transferable finding a small study can produce.
Strategies combine. A common design is maximum variation across sites with homogeneous groups within each — diversity where you need range, similarity where you need candour.
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Let the data choose who's next
In grounded theory, theoretical sampling means deciding whom to approach next based on what your emerging analysis needs — chasing the gaps and testing the categories, not filling a quota.
01
Analyse what you have
02
Spot a gap or untested idea
03
Select the next case to probe it
04
Repeat until categories are full
Theoretical sampling stepThe question driving it
Analyse what you haveWhat category is thin or untested?
Identify the gapWhat case would strengthen or break it?
Select the next participantWho embodies that condition?
StopDo new cases add properties, or only confirm?
This is sampling driven by analysis, which is why it cannot be pre-specified. The next participant is chosen because of what the last ones revealed — a requirement most ethics protocols cannot accommodate.
A workable compromise: seek approval for a sample range and a set of selection criteria rather than a fixed list, and report the actual sequence and its reasons in the write-up.
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Reaching hidden and hard-to-find groups
Snowball sampling
Asking participants to refer others who fit the study — building the sample through social chains. Essential for hidden, stigmatised or hard-to-reach populations who appear on no list.
Useful for sex workers, undocumented migrants, manual scavengers or survivors of violence — but referrals travel within networks, so start from several unconnected seeds to avoid one narrow circle.
Snowball riskMitigation
The sample stays inside one networkStart from several unconnected seeds
Referrers screen for people like themselvesAsk explicitly for those who differ
Confidentiality breaks — referrer knows who took partNever confirm participation to the referrer
Referral chains carry obligationMake refusal genuinely easy and private
The third row is a real ethical hazard, not a theoretical one. With stigmatised populations, the fact of participation can itself be the disclosure that causes harm.
Respondent-driven sampling formalises this with coupons and network-size questions, allowing some population inference. It is a distinct method with heavier requirements, not a tidier snowball.
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Knowing when to stop
Data saturation
The point at which new interviews stop yielding new codes, themes or insights — the data has begun to repeat. A core stopping rule in much qualitative research.
Saturation is a judgement, not a magic number. You reach it when additional cases confirm rather than extend what you already understand.
Saturation claimWhat makes it credible
"We reached saturation"Nothing, on its own
"After interview 14 no new codes appeared"A stated stopping rule
"We ran three further interviews to confirm"Evidence you tested the judgement
"Saturation was reached for X, not for Y"Honesty about scope
Saturation is claimed far more often than it is demonstrated. It is a judgement about a specific question at a specific breadth, and it has to be argued rather than asserted.
The concept is also contested. Braun and Clarke argue it fits grounded theory, where sampling is theoretical, and sits awkwardly in thematic analysis where themes are constructed rather than discovered.
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How new themes taper off
New themes discovered per additional interview (illustrative)
Illustrative saturation curve
By around interview 12–16 here, little new emerges — saturation. The exact point depends on scope, diversity and the breadth of your question.
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Why a few cases can be enough
Qualitative studies are often built on a dozen interviews or a single case — and that is legitimate. The goal is analytic generalisation (to theory and concepts), not statistical generalisation (to a population).
'But your sample is only 15!' misreads the method. You are not estimating a proportion — you are understanding a process deeply enough that it transfers to similar settings.
Statistical generalisationAnalytic generalisation
Generalises toA populationTheory and concepts
RequiresA representative sampleA well-argued, information-rich case
Claim shape"X% of women in Bihar…""This mechanism operates where these conditions hold"
Checked byConfidence intervalsWhether it holds in the next case
Transferability puts the judgement on the reader, not the author. Your job is to describe the context thickly enough that someone working elsewhere can decide whether it applies to them.
So thick description is not decoration and not length. It is the mechanism by which a fifteen-person study becomes useful to someone who was not there.
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Rough guides, not rules
5–25
in-depth interviews for a focused study
Indicative ranges
3–6
focus groups per audience segment
Indicative
1–a few
cases in a case study
Treat these as starting points, never targets. Saturation and the question — not a fixed number — decide when you are done.
Study typeIndicative rangeDriven by
Focused interview study5–25 interviewsBreadth of the question, diversity of participants
Focus groups3–6 per audience segmentNumber of segments you must compare
Case studyOne case, or a few comparedWhether comparison is part of the argument
PhenomenologyOften under 10, interviewed repeatedlyDepth per participant, not number of them
Treat these as starting points for a budget, never as targets to hit. A study that stops at exactly the proposed number, saturation or not, has let the proposal do the analysis.
Information power is the more useful modern framing: the narrower the question, the more specific the sample, and the stronger the analysis, the fewer participants you need.
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05
Section Five
In-Depth & Semi-Structured Interviews
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The interview is qualitative research's core tool
Most development qualitative work rests on the semi-structured interview — a guided conversation that follows a flexible list of topics while letting the participant lead where it matters.
Semi-structured interview
An interview organised around an open guide of themes and key questions, but free to follow up, reorder and probe — balancing comparability across interviews with depth in each.
A semi-structured interview is notBecause
A questionnaire read aloudThe order and wording must follow the person
A conversation without preparationThe guide is what makes interviews comparable
A chance to confirm what you expectThe value is in what you did not anticipate
A single event, necessarilySecond interviews often produce the best material
The last row is underused in development research. A follow-up interview with the same person, weeks later, gets past the account they had ready and into the one they worked out afterwards.
Budget an hour of preparation and three to four hours of transcription and note-writing for every hour of interview. Studies fail on this arithmetic more often than on any methodological question.
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From rigid to open
TypeStructureBest for
StructuredFixed wording & orderComparability; near a survey
Semi-structuredGuide + freedom to probeMost qualitative studies
UnstructuredA topic, then follow the personLife histories, ethnography
Semi-structured is the sweet spot for most practitioners: enough structure to compare across interviews, enough freedom to discover the unexpected.
TypeComparable across participants?Cost
StructuredFullyLoses everything unanticipated
Semi-structuredBroadly, by themeRequires analytic work to compare
UnstructuredBarelyVery high depth; very high analysis burden
Choose by how much you will need to compare. If your finding will be "across these fifteen women, three patterns recur", you need enough shared structure for that claim to mean anything.
A common hybrid works well: the same three opening questions for everyone, then genuinely open follow-up. You get comparability at the top and discovery underneath.
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Build an interview guide, not a questionnaire
  • Open broadly — easy, non-threatening 'grand tour' questions first
  • Group questions by theme, moving from general to specific
  • Use open-ended wording — never yes/no
  • Save sensitive topics until rapport is built
  • Keep it short — a guide of themes, not a script of 40 questions
Guide sectionPurpose
Opening — grand tourEasy, concrete, builds the habit of talking at length
Core themesThe substance, general before specific
Sensitive materialLate, once rapport exists and only if warranted
Closing"Is there anything I should have asked?"
The closing question earns its place repeatedly. It surfaces the thing the participant expected to discuss and you did not know to raise — often the most useful sentence in the transcript.
Keep the guide to a page. A forty-question guide becomes a questionnaire in the room, because the interviewer starts working through it rather than listening.
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Ask open, neutral questions
Do
  • 'Tell me about a typical day…'
  • 'What was that like for you?'
  • 'Can you walk me through…?'
Avoid
  • Leading: 'Don't you find the scheme helpful?'
  • Double-barrelled: 'clean and safe?'
  • Jargon: 'How is your empowerment?'
AvoidBecauseInstead
"Don’t you find the scheme helpful?"Leading — supplies the answer"What has the scheme been like for you?"
"Is the water clean and safe?"Double-barrelled — two questions, one answerAsk each separately
"How is your empowerment?"Jargon — not a local category"What decisions do you make yourself now?"
"Why didn’t you go to the clinic?""Why didn’t" implies fault"Tell me about the last time you needed care"
Concrete beats abstract every time. "Walk me through the last time" produces detail and sequence; "generally, how do you feel about" produces a summary the person thinks you want.
Watch for questions that are fine in English and leading in translation. Test the guide in the actual language of the interview, with someone who will argue with you about it.
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The probe is where depth comes from
A probe gently deepens an answer without leading it. The richest data usually comes after the first reply, when you ask the participant to go further.
  • Silence — the most underused probe; let them fill it
  • Echo: repeat their last words as a question
  • Elaboration: 'Tell me more about that…'
  • Specifying: 'Can you give me an example?'
ProbeSounds likeUse when
SilenceNothing — waitAlmost always; the most underused
Echo"…too far alone?"A phrase is doing more work than it seems
Elaboration"Tell me more about that"The answer was short but not closed
Specifying"Can you give me an example?"The answer was general or normative
Contrast"How was that different before?"You need change over time
Silence is hard and it works. Three or four seconds after an apparent answer very often produces the qualification, the exception or the real reason.
Do not probe with "why" too often. It reads as a demand for justification and pushes people towards rationalised accounts rather than descriptions of what happened.
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People talk when they feel safe
  • Meet in a place they find comfortable and private
  • Open with warmth and small talk; explain who you are and why
  • Listen more than you speak — aim for 80/20
  • Match pace and register; never rush a hesitation
  • Be honest about what the research can and cannot do for them
In South Asian fieldwork, gender, caste, language and the presence of family members all shape who will speak freely. Plan the setting deliberately.
Field conditionEffect on the data
Husband or mother-in-law presentAnswers shift to what is sayable in front of them
Interview at the anganwadi or panchayat officeThe institution answers, not the person
Interviewer of a different casteGuarded accounts, especially about discrimination
A gatekeeper selected the participantYou are speaking to a chosen representative
Record who else was in the room. It is the single most useful contextual field in a transcript header, and it is routinely omitted, which makes later interpretation guesswork.
Where privacy cannot be arranged, say so in the write-up rather than treating the interview as if it were private. The reader can then weigh the account appropriately.
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The interview is never an equal exchange
The researcher usually holds more power — of class, language, education, institution. Participants may tell you what they think you want to hear, or what is safe to say. Naming this is the first step to managing it.
A literate outsider with a clipboard interviewing a Dalit landless woman carries the weight of every prior encounter. Reflexivity about power is not optional — it is method.
Power asymmetryHow it distorts the data
Researcher linked to the programmeAnswers become complaints or praise aimed at the scheme
Class and education gapDeference; agreement with whatever is proposed
Expectation of benefitNeed is emphasised, capability minimised
Prior extractive research"Survey fatigue" — rehearsed, flat answers
Say plainly at the start what the research can and cannot deliver. Ambiguity about whether you can help is not kindness; it shapes every answer that follows.
The last row is a real and growing problem in heavily researched districts, where communities have learned which answers bring attention. It is data about the research economy, and worth reporting.
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Multilingual realities of the field
  • Interview in the participant's own language or dialect wherever possible
  • If using an interpreter, brief them as a research partner, not a translation machine
  • Beware concepts that don't translate — 'empowerment', 'stress', 'rights'
  • Record original phrases; meaning often lives in the exact local words
Translation is interpretation. Every step from Bhojpuri speech to English transcript loses and reshapes meaning — document the chain.
Translation decisionConsequence
Interpret live during the interviewFaster; loses nuance and probing rhythm
Transcribe in the original, then translatePreserves wording; roughly doubles the work
Translate directly from audioCheapest; no original text to return to
Keep key terms untranslated with a glossRetains local categories that have no equivalent
Brief interpreters as research partners. An interpreter who understands the study will flag a word that does not translate; one treated as a conduit will smooth it into the nearest English term.
Words like izzat, majboori or sharam carry meaning no single English word holds. Losing them loses the analysis, so keep the original in the transcript alongside the gloss.
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06
Section Six
Focus Group Discussions
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A facilitated group conversation
Focus group discussion (FGD)
A facilitated discussion among a small group (typically 6–10 people) on a focused topic — designed to surface shared views, norms, disagreements and the social construction of meaning through interaction.
The data is not just what individuals say — it is what the group produces together: the consensus, the debate, the silences.
FGD producesAn interview does not
Publicly sayable normsShows what the group treats as acceptable
Disagreement in real timeWhere the consensus actually cracks
Vocabulary the group uses with each otherNot the vocabulary used with an outsider
SilencesWhat nobody will say in front of neighbours
An FGD is not a cheaper way of doing eight interviews. It produces a different kind of data — collective and public — and treating it as individual data is the commonest analytic error.
The silence is data. When a topic raised twice draws no response both times, that is a finding about what the group can discuss, and it belongs in the analysis.
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What FGDs do that interviews can't
  • Reveal shared norms and community-level views
  • Surface disagreement and debate in real time
  • Generate ideas through interaction — one comment sparks another
  • Efficiently explore a topic with several voices at once
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Homogeneous enough to speak freely
Group members should be similar enough on what matters (gender, age, status) that everyone feels safe speaking — but varied enough to spark discussion.
In South Asia, mixing genders, castes or employers and workers in one FGD usually silences the less powerful. Run separate groups — women-only, youth-only — and compare across them.
Mixing these in one groupSilences
Men and womenThe women, on almost any topic that matters
Dominant and marginalised castesThe marginalised, especially about discrimination
Employers and workersThe workers
Officials and beneficiariesThe beneficiaries, entirely
Homogeneity is about the axis that matters for your topic, not similarity in general. A group can be mixed on age and occupation and still be safe, if neither bears on what you are asking.
Run parallel groups and compare across them. The difference between what a women-only group says and what a mixed group says is itself one of the more revealing findings you can produce.
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Getting the practicalities right
6–10
participants per group
60–90 min
typical duration
2 staff
a facilitator + a note-taker
Choose a neutral, accessible venue; sit in a circle; arrange childcare and timing so women and workers can actually attend. Access shapes who is in the room.
Logistical choiceWho it excludes if got wrong
Time of dayWomen with cooking and childcare duties; wage workers
VenueAnyone for whom that building belongs to someone else
No childcare arrangedMothers of young children — often the target group
Invitation via the sarpanchAnyone outside his network
Written invitationNon-literate participants
Access decisions are sampling decisions made by default. Every practical choice above quietly selects who is in the room, and none of them appears in the methods section unless you put it there.
Record who was invited, who came, and who did not. The gap between the first and second is often the most informative thing about the group.
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The facilitator's craft
  • Set ground rules: one voice at a time, all views welcome, confidentiality
  • Ask open questions, then step back and let the group talk
  • Draw out the quiet; gently rein in the dominant
  • Stay neutral — don't signal which answers you like
  • Watch the clock and the energy; close with a summary check
Facilitator moveWhen
Set ground rules explicitlyAt the start — one voice, all views, confidentiality
Ask, then stop talkingOnce discussion starts — let them address each other
Bring in the quiet"We haven’t heard from this side" — not by name
Contain the dominantThank, then redirect — never confront
Summarise and checkAt the close — "have I got this right?"
Naming a quiet participant to draw them out usually backfires. It puts them on the spot in front of the group; addressing a side of the room gives them a way in without exposure.
Confidentiality in a group can only ever be requested, never guaranteed. Say that explicitly at the start — participants are entitled to calibrate what they share.
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The group is a force in the data
Watch for
  • Dominant voices crowding out others
  • Groupthink — false consensus
  • Social-desirability: 'correct' public answers
Use the note-taker for
  • Who spoke, who stayed silent
  • Body language and reactions
  • Where the room agreed or split
Note-taker recordsWhich the transcript loses
Who spoke, in what orderWhether one person set the frame for everyone
Who stayed silent throughoutThe most important absence in the data
Nods, laughter, glances, discomfortWhether agreement was real or performed
Where the room splitThe line the disagreement actually fell on
A transcript alone is close to unusable for FGD analysis. It records words without attribution of dynamic, and the dynamic is what distinguishes group data from a set of short interviews.
Watch for false consensus: one confident early answer, then agreement all round. Probe it directly — "does everyone see it that way?" — before treating it as a shared view.
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Times to skip the FGD
  • Sensitive or stigmatised topics — violence, sexuality, debt, caste shame
  • When you need individual experiences, not group norms
  • Where power gaps in the group will silence people
  • When confidentiality between participants cannot be assured
For sensitive matters, the private in-depth interview protects the participant and yields more honest data. Choose the method that keeps people safe.
Do not run an FGD whenUse instead
The topic is violence, debt, sexuality or caste shamePrivate in-depth interviews
You need individual experience, not group normsInterviews
Power gaps within the group will silence peopleSeparate homogeneous groups, or interviews
Participants know each other and will meet againInterviews — disclosure carries lasting risk
The last row is the one most often overlooked. In a village, participants go home to each other; what is said in the group has consequences that outlast the study.
FGDs are often chosen for budget reasons and justified methodologically afterwards. That is worth being honest about, because the wrong method on a sensitive topic risks harm, not just weak data.
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Read interaction, not just transcript
When you analyse an FGD, attend to the interaction: where did consensus form, where did it crack, what could not be said? The disagreements are often the richest data.
Treat the group, not the individual, as the unit. And never report an FGD finding as if it were a head-count of opinions.
Report an FGD finding asNever as
"The group converged on…""Eight of ten participants said…"
"This was contested; the disagreement ran…""Opinion was divided 60/40"
"No one took up the question of…"Silence treated as absence of view
"One participant framed it early as…"Her framing reported as the group’s
Counting heads in an FGD is a category error. Participants heard each other before speaking, so their statements are not independent and cannot be tallied as if they were.
Analyse the interaction: where agreement formed, what could not be said, which framing prevailed and why. That is the data a group produces and an interview cannot.
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07
Section Seven
Observation & Ethnography
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What people do, not just what they say
People cannot always articulate what they do — and sometimes what they say differs from what they do. Observation captures practice, routine, ritual and the taken-for-granted that no interview surfaces.
The most familiar things are hardest to see precisely because we stop noticing them.
— a guiding intuition of ethnographic fieldwork
Reported practiceObserved practice
"We always use the toilet"Usage patterns that vary by time of day and season
"The meeting decides collectively"Who speaks, who sits where, who is already decided
"Rations are distributed on the first"The actual queue, the actual day, the actual deductions
"We treat everyone the same"Who is served first and who waits
The gap is rarely dishonesty. People report the norm because the norm is what they think you are asking about, and because routine practice is genuinely hard to describe from inside it.
Observation is also the only way to see what nobody thinks worth mentioning — the arrangements so ordinary that no interview question would ever reach them.
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Degrees of participation
RoleResearcher's stanceTrade-off
Complete observerDetached, unseenNo influence, but thin understanding
Observer-as-participantMostly watching, some joiningBalance of distance & access
Participant-as-observerMostly joining, known as researcherRich access, more influence
Complete participantFully immersed, covertDeep insight, but ethically fraught
Most development fieldwork sits in the middle — openly a researcher, but participating enough to understand from the inside.
RoleAccessEthical position
Complete observerThin — you see surfacesStraightforward
Observer-as-participantModerate; known as a researcherConsent is workable
Participant-as-observerRich; you take part openlyConsent needs renewing as roles blur
Complete participantDeepestCovert — rarely justifiable, hard to approve
Most development fieldwork sits in the middle two rows, and the practical question is whether everyone present actually knows who you are — not just the person who let you in.
In a public setting, ongoing consent is genuinely hard: people come and go, and nobody can be briefed twice. Say in the write-up how you handled it rather than implying it was solved.
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Learning by taking part
Participant observation
The ethnographer's core method: taking part in the daily life of a group while systematically observing and recording it — understanding a setting by experiencing it, over time.
Sitting through gram sabha meetings month after month, or working alongside ASHA workers, reveals how things actually run — the workarounds, hierarchies and informal rules no document records.
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If it isn't written down, it didn't happen
  • Jot brief scratch notes discreetly in the field
  • Write full field notes the same day — memory fades fast
  • Separate observation from interpretation on the page
  • Record the mundane: who sat where, what was said, what was avoided
  • Date, time and locate every entry
Field notes are your data. Discipline here — daily, detailed, dated — separates ethnography from anecdote.
Field note disciplineWhat breaks without it
Written the same dayDetail is gone by the next morning
Observation separated from interpretationYou cannot later revisit the evidence for a reading
The mundane recordedSeating, order and routine — often the finding
Dated, timed, locatedSequence, and any claim about change over time
Budget the writing time explicitly. An hour observed generally needs an hour or more to write up properly, and fieldwork schedules that ignore this produce thin notes and unusable data.
Scratch notes in the setting should be brief and discreet. Visible sustained note-taking changes what happens in front of you, which is the thing you came to see.
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Three things to capture
Descriptive
What happened — concrete, factual
Reflective
What it might mean — emerging ideas
Personal
Your feelings, doubts, reactions
Keeping the three layers distinct lets you later separate evidence from interpretation from your own bias.
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You are part of what you study
Reflexivity
The continuous, critical examination of how the researcher's identity, assumptions and presence shape the data and its interpretation — and making that influence visible rather than pretending it away.
Your gender, caste, class, language and institution change what people show and tell you. Reflexivity does not remove this — it makes it part of the analysis.
Your attributeWhat it opensWhat it closes
GenderAccess to same-gender spaces and topicsThe other half of the village
CasteTrust within, candour about discriminationFrank accounts across the line
Language and dialectNuance, humour, indirectionEverything, if working through translation
Institution you representDoors, meetings, recordsComplaints about that institution
Reflexivity is a rigour requirement, not a disclaimer. Its purpose is to let a reader assess which parts of your data your presence made accessible and which parts it foreclosed.
Keep a reflexive journal from day one, separate from field notes. Written at the end, positionality statements are recollection; written throughout, they are evidence.
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Insider or outsider?
Insider access
Sharing language, place or community can open doors and build trust — but may blind you to what feels 'obvious'.
Outsider distance
Being from outside can let you notice the taken-for-granted — but you must work harder for trust and context.
Most researchers are partly both. Name your positionality openly — it is a strength to examine, not a flaw to hide.
InsiderOutsider
TrustGiven fasterHas to be earned slowly
NoticingBlind to the taken-for-grantedSees what locals stopped seeing
What people withholdAnything that would circulate locallyAnything an outsider might misuse
InterpretationRich context; risk of assumingFresh eyes; risk of misreading
Almost everyone is partly both, and it shifts by topic. A researcher may be an insider on language and an outsider on caste, which changes which questions get honest answers.
Mixed teams exploit this deliberately — different researchers interviewing different groups, then comparing what each was told. The differences are analysable data, not noise.
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08
Section Eight
Participatory & Visual Methods
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Research with, not on, people
Participatory methods hand analytical power to communities themselves — people map, rank, diagram and interpret their own reality. The researcher facilitates rather than extracts.
Whose reality counts? The reality of the few, or the reality of the many poor?
— Robert Chambers, pioneer of participatory approaches
Conventional researchParticipatory research
Sets the questionThe researcher or funderThe community, at least in part
AnalysesThe researcherParticipants, facilitated
Owns the outputThe institutionContested — must be agreed in advance
Success isA valid findingA finding plus capacity and action
Chambers’s question — whose reality counts? — is a challenge to the ordering of knowledge, not a technique. The tools follow from taking it seriously; using the tools without it produces the ritual he warned against.
Decide ownership of the outputs before fieldwork, in writing. Maps and rankings a community produces are theirs in any reasonable ethics, and afterwards is too late to negotiate it.
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Participatory Rural Appraisal and its Indian roots
PRA / PLA
Participatory Rural Appraisal (later Participatory Learning & Action): a family of facilitated, visual, group methods that enable communities — including non-literate people — to analyse their own conditions and act.
Associated with Robert Chambers and the IDS at Sussex, PRA grew through extensive practice across India and South Asia in the late 1980s and 1990s, deeply shaping NGO and government fieldwork.
PRA principleIn practice
Handing over the stickParticipants draw and rank; you do not hold the pen
Optimal ignoranceCollect what is needed for action, not everything possible
Triangulation by groupSame exercise with different groups; compare
Visual and tangibleGround, seeds, stones — so non-literate people lead
They can do itAssume capability; the constraint is usually the facilitator
"Optimal ignorance" is the principle practitioners forget. PRA was designed against the extractive survey; a participatory exercise that collects everything has reproduced what it was built to replace.
PRA developed through practice across India and South Asia as much as at IDS Sussex, and much of the methodological argument came from NGOs applying it rather than from the academy.
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Common participatory tools
ToolWhat it doesReveals
Social mappingCommunity draws its own settlementHouseholds, services, exclusion
Resource mappingMap land, water, forestsAccess & control of resources
Transect walkWalk a line across the villageLand use, conditions, the overlooked
Seasonal calendarChart the year's rhythmsHunger months, work, migration
Wealth rankingCommunity sorts householdsLocal definitions of poverty
Venn diagramMap institutions & their closenessPower, links, who matters
ToolThe disagreement it surfaces
Social mappingWhich households get counted, and which hamlets are drawn small
Resource mappingWho actually controls the water, whatever the record says
Seasonal calendarWhen hunger falls — rarely when the programme calendar assumes
Wealth rankingLocal criteria for poverty, which seldom match the official ones
Venn diagramWhich institutions matter, and which are merely present
The argument during the exercise is the data. A finished map with no recorded discussion has lost most of what the method produces; assign someone to note the debate.
Wealth ranking is the most revealing and the most sensitive. It makes local hierarchy explicit and public, which can carry consequences after you leave — think through that before running it.
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Walking the village together
A transect walk is a structured stroll across the community with residents, observing and discussing land, water, housing and problems as you go. The walk surfaces what a seated meeting misses — and reaches the hamlets on the edge.
Who guides the walk matters: route it through Dalit and Adivasi tolas, not only the dominant-caste centre, or you will map only the powerful.
Transect walk decisionConsequence of getting it wrong
Who chooses the routeYou map the dominant-caste centre and miss the tolas
Who walks with youThe sarpanch narrates; nobody contradicts him
When you walkDry-season conditions mistaken for the year’s
Where you stopConversation happens where he stops it
Route the walk through the periphery deliberately. Every default — the road, the guide, the convenient hour — pulls towards the centre of the village and away from the people the study is usually about.
Walk it more than once, with different companions. Two accounts of the same ground diverge in ways that a single guided walk conceals entirely.
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Maps drawn by those who live there
When community members draw their own map — on the ground with sticks, seeds and chalk — they include what matters to them and place themselves in it. The map becomes a conversation, not just a record.
The product is valuable; the process — the debate while drawing — is often where the real insight lives. Record both.
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Participants document their own world
Photovoice
A participatory visual method in which community members take photographs of their lives and concerns, then discuss and caption them — putting the camera, and the framing of the story, in participants' hands.
Powerful for engaging youth, women and others whose perspectives are usually filtered through outsiders — and for advocacy, where the images speak directly to decision-makers.
Photovoice stageWhat it requires
BriefingConsent, safety, and what not to photograph
ShootingCameras or phones; time; freedom in the framing
SelectionParticipants choose which images to discuss
Captioning and discussionThe analysis — the images alone are not findings
UseAgreed in advance: where, for how long, with whose consent
The discussion is the method; the photographs are the prompt. A project that collects images and analyses them without the participants’ own account has extracted material and skipped the point.
Photographing others raises consent questions the participant has to manage in their own community. Brief them on it, and agree what will not be photographed before anyone starts.
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Participatory methods are not a free pass
Strengths
  • Include non-literate & marginalised voices
  • Build local ownership and action
  • Surface local categories & priorities
Cautions
  • Can be co-opted as a ritual that excludes
  • Dominant voices may still capture the process
  • 'Participation' without power to act is hollow
Chambers himself warned against PRA becoming a hurried, extractive box-ticking exercise. The attitude and behaviour of the facilitator matter more than the tool.
Participatory claimWhen it holdsWhen it is hollow
Includes marginalised voicesGroups are separated and facilitatedOne meeting, dominant voices present
Builds ownershipFindings return; community can actOutputs leave with the researcher
Surfaces local categoriesParticipants set the termsCategories supplied on a printed form
EmpowersThere is power to act on the resultParticipation with no decision attached
Chambers warned that PRA would become a hurried extractive routine, and in much of the sector it did — a mapping exercise on the morning of a field visit, filed and never revisited.
The test is what happens after. If nothing the community decided changes anything, the exercise consumed their time and returned a document to someone else.
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Special care with images
  • Get consent for taking and for using photographs
  • Recognise photos can identify people who cannot be anonymised
  • Agree who owns the images and where they may appear
  • Protect participants who photograph sensitive or risky subjects
Visual ethics questionAnswer before you start
Consent to be photographedSeparate from consent to participate
Consent for each useA report, a website and a donor deck are different asks
AnonymityA face cannot be anonymised — blurring is a decision, not a default
OwnershipWho holds copyright, and for how long
WithdrawalHow an image is removed later, and from where
Consent to be photographed is not consent to publication. Treating the two as one is the most common ethical failure in visual work, and once an image is circulating it cannot be recalled.
India’s DPDP Act, 2023 applies to identifiable personal data held digitally, photographs included. Plan storage, retention and deletion at design, not at the end of the project.
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09
Section Nine
Data Management & Coding
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Manage data before you analyse it
Qualitative projects drown in material — recordings, transcripts, field notes, photos, consent forms. Disciplined data management from day one is what makes analysis possible and ethical.
  • Label every file by participant code, never name
  • Keep a master log linking codes to (securely stored) identities
  • Back up; encrypt sensitive files; control who can access them
File disciplineWhat it prevents
Participant codes, never names, in filenamesA leak identifying participants directly
A master key stored separately and encryptedThe link surviving alongside the data
One agreed folder structure from day oneThree versions of a transcript with no known original
Backups, testedLosing the only copy of an irreplaceable interview
Recordings deleted per the consent givenHolding data you promised to destroy
Retention is a promise, not an intention. If the consent form says recordings are deleted after transcription, that has to actually happen, and someone has to be responsible for it.
Qualitative data is disproportionately identifying. A transcript stripped of names still contains a life story that anyone locally would recognise, which is why access control matters more here than in survey work.
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Turning talk into text
Transcription converts recordings into text you can analyse. It is slow — roughly four to six hours per hour of audio — and full of interpretive choices.
Verbatim
Every word, pause, 'um' and laugh. Needed for fine discourse analysis.
Cleaned / intelligent
Tidied for readability, keeping meaning. Common for thematic analysis.
ChoiceKeepCost
VerbatimPauses, repairs, overlaps, laughterSlow; hard to read; needed only for discourse work
CleanedMeaning, phrasing, key wordingLoses hesitation — sometimes the finding
Summary notes onlyThe gistCannot support quotation or close analysis
Hesitation is often data, especially on sensitive topics. A cleaned transcript that removes a long pause before an answer has removed evidence about how hard the answer was to give.
Budget four to six hours per hour of audio, more across languages. Underestimating this is the most reliable way to end a project with recordings nobody ever analysed.
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Transcribe and translate with care
  • Decide: transcribe in the original language, then translate — or translate live?
  • Original-then-translate preserves nuance but doubles the work
  • Keep key terms in the original with a gloss — some words have no English equal
  • Have a second person check translations of sensitive passages
Every translation decision is an analytic decision. Be transparent about who translated, from what, and how.
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Coding: tagging meaning in the data
Coding
Systematically labelling segments of data with short tags ('codes') that capture their meaning — the foundational step that turns pages of text into organised, analysable material.
A code might be a phrase like 'fear of travel' or 'pension delay'. You apply it everywhere that idea appears, so you can later gather and compare all instances.
Code typeExampleCaptures
Descriptivepension_delayWhat the segment is about
In vivo"they make us walk"The participant’s own words as the label
Processnegotiating_with_officialsAction over time
Emotionshame_at_askingAffect attached to the account
In vivo codes are worth using early. They keep the analysis in the participants’ categories a while longer, before your own framework starts organising everything it touches.
Coding is not analysis. It is the indexing step that makes analysis possible — and a study that stops at a coded corpus has organised its data and drawn no conclusion.
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Inductive vs deductive coding
Inductive (bottom-up)
Codes emerge from the data. You read with an open mind and let the participants' own categories surface. Close to grounded theory.
Deductive (top-down)
Codes come from theory or a framework you bring to the data. Faster and more comparable, but risks missing the unexpected.
Most real projects are hybrid — a starter framework, held loosely, plus new codes as they emerge.
InductiveDeductive
Codes come fromThe dataTheory or a framework
StrengthFinds what you did not expectComparable, faster, fits a brief
RiskDrifts; hard to compare across codersConfirms the framework you brought
SuitsExploratory work, new questionsEvaluation against stated criteria
Most real projects are hybrid, and the honest version says so. A starter framework from the evaluation questions, held loosely, plus genuine room for codes the framework has no place for.
The test of a hybrid that worked: at least one important finding sits outside the original framework. If everything landed neatly in the pre-set categories, the inductive half did not happen.
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Write the rules down
A codebook is your living dictionary: each code, its definition, when to apply it (and when not), and an example. It keeps you consistent — and lets a second coder work the same way.
CodeDefinitionExample quote
fear_of_travelWorry about safety/distance of journeys'I won't send her so far alone'
pension_delayEntitlement received late or not at all'Six months, still no money'
Codebook entryContains
Code nameShort, consistent, no spaces
DefinitionOne sentence — what this code means
When to applyThe inclusion rule
When not toThe boundary against the nearest neighbouring code
ExampleA real extract from the data
The "when not to" line is what makes two coders agree. Codes fail at their edges, and a definition without a stated boundary leaves every borderline segment to individual judgement.
Keep it living and dated. Codes merge, split and get dropped as analysis proceeds, and that history is a substantial part of your audit trail.
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CAQDAS: tools that organise, not analyse
ToolNoteCost
NVivoWidely used, feature-richPaid licence
ATLAS.tiStrong for visual networksPaid licence
DedooseWeb-based, good for mixed methods & teamsSubscription
TaguetteFree & open-source basic codingFree
Spreadsheet + colourPerfectly fine for small studiesFree
CAQDAS software organises, retrieves and counts codes — it does not do the thinking. The interpretation is always yours.
What CAQDAS doesWhat it does not
Stores, links and retrieves coded segmentsDecide what a code means
Counts code frequenciesTell you whether the count matters
Supports team coding and comparisonResolve disagreement between coders
Visualises code networksInterpret the network
Software makes bad analysis faster, not better. The frequency table it produces is the most seductive output and the one most likely to lead you into reporting counts as findings.
For a study of fifteen interviews, a spreadsheet with a column per code is genuinely adequate, and Taguette is free. Choose the licence only when team coding or corpus size actually demands it.
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10
Section Ten
Thematic Analysis & Interpretation
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From codes to themes
Thematic analysis
A flexible, widely used method for identifying, analysing and reporting patterns ('themes') across qualitative data — systematised most influentially by Virginia Braun & Victoria Clarke (2006).
A theme is not just a frequent topic; it is a pattern of meaning that says something important about the research question.
A theme isA theme is not
A pattern of meaning across the dataA frequently occurring topic
Constructed by the analystWaiting in the data to be found
Answering the research questionA summary of what an interview covered
Internally coherent, externally distinctA bucket labelled with a question from the guide
The commonest failure is themes that mirror the interview guide. Six guide sections producing six themes means the data was sorted rather than analysed.
Braun and Clarke are explicit that themes are constructed, not discovered. That is why two competent analysts can produce different and equally defensible readings of one dataset.
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Six phases of thematic analysis
PhaseWhat you do
1. FamiliarisationRead & re-read; immerse in the data
2. Generating codesTag interesting features systematically
3. Searching for themesCluster codes into candidate themes
4. Reviewing themesCheck themes against data; refine, split, merge
5. Defining themesName each theme and pin down its essence
6. Writing upBuild the narrative with vivid, evidenced extracts
The phases are recursive, not a one-way conveyor — you move back and forth as understanding deepens.
PhaseSkipped when rushedConsequence
1. FamiliarisationCoding starts on first readCodes reflect the first interview’s framing
3. Searching for themesCodes renamed as themesTopic summaries, not patterns of meaning
4. Reviewing themesThemes never checked against dataThemes that the extracts do not support
5. Defining themesNo written definitionThemes that overlap and cannot be told apart
Phase four is the one that catches the error. Reading every extract coded to a theme, asking whether it belongs, is what separates thematic analysis from sorting.
The phases are iterative rather than sequential. Expect to return from five to three, and record the movement — it is part of what makes the analysis auditable.
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How small tags become big ideas
fear_of_travelno_safe_transportharassment_on_roadschool_too_far
Sub-theme: the journey, not the school
THEME: Mobility & safety shape girls’ access
Themes are constructed by the analyst, not lying in wait to be found. Different lenses yield different — equally valid — themes.
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A theme is not a tally
Code frequency across 15 interviews (illustrative)
Illustrative coding counts
Counts can orient you — but a rare code may carry the most important insight. Never reduce qualitative analysis to 'most-mentioned wins'.
Frequency tells youIt does not tell you
Where the corpus is denseWhich finding matters
Which codes are well evidencedWhether a rare code is the key insight
How you sampledHow the world is
Frequency largely reflects your sampling and your guide. A code appears often because you asked about it and selected people likely to raise it — not because it is common in the population.
A single account can be the most important finding in a study: the one person who describes how the exclusion actually works. Reporting "most-mentioned wins" would have discarded it.
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Interpretation is more than sorting
Coding organises; interpretation explains. The analytic leap is asking: what is going on here? Why this pattern? What does it tell us about the question — and about what stays unsaid?
01
DESCRIBE: what participants said
02
INTERPRET: what it might mean
03
EXPLAIN: why, and how it connects
04
THEORISE: the bigger pattern it reveals
LevelThe questionTypical output
DescribeWhat did participants say?Organised summary
InterpretWhat does it mean here?Themes with a reading
ExplainWhy this pattern?Mechanism connecting themes
TheoriseWhat does it say beyond this case?A transferable claim
Most applied reports stop at the first level and call it analysis. A findings section that is a set of headed quote collections has described the data without yet saying anything about it.
Ask what is absent as well as what is present. What no participant raised, in a study where you expected them to, is frequently the sharpest finding available.
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Strength from multiple angles
Triangulation
Using multiple sources, methods, analysts or theories to examine the same question — where they converge, confidence grows; where they diverge, you learn something new.
Data
Several sources — interviews, observation, documents
Method
FGD + interview + records on one issue
Investigator
Multiple analysts compare reads
Theory
More than one lens on the data
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Hunt for what contradicts you
A rigorous analyst actively seeks negative cases — data that does not fit the emerging story — and either revises the explanation or accounts for the exception. Confirmation alone is not analysis.
If everything fits your first impression, you probably stopped looking. The disconfirming case is where understanding matures.
Negative caseWhat to do
One participant contradicts the themeRevise the theme, or state its conditions
A whole subgroup does not fitThe theme is conditional — say on what
The contradiction is about the mechanismThe mechanism is wrong; rebuild it
You cannot find anyLook harder — then say you looked and how
Sample for negative cases deliberately. Purposive sampling drifts towards confirmation, so unless you go and find the people whose experience should not fit, you will not encounter them.
A study reporting the negative case and how it changed the analysis is more credible than one reporting perfect coherence. Perfect coherence in fifteen lives is a warning, not a result.
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Evidence your themes with care
  • Use quotes to illustrate a theme, not to prove prevalence
  • Choose vivid, representative extracts — and revealing exceptions
  • Give enough context that the reader can judge your reading
  • Attribute by code & relevant attributes, never by identity
Cherry-picking the one dramatic quote that suits your argument is a real risk. Show the range, including what cuts against you.
Quote practiceDoNever
PurposeIllustrate a themeProve prevalence
SelectionShow the range, including what cuts against youPick the most dramatic line available
ContextEnough for the reader to judge your readingA stripped fragment
AttributionCode plus relevant attributesName, village, or any identifying combination
Attribute carefully: "widow, 40s, Dalit, small village in Gaya district" can identify a person as effectively as a name. Combinations of attributes are the usual route to re-identification.
Say how quotes were chosen. "Illustrative extracts selected to show the range of positions, including disconfirming accounts" is a sentence that costs nothing and answers the cherry-picking objection.
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11
Section Eleven
Trustworthiness, Ethics & Reading
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Quality has different names here
Qualitative research cannot be judged by validity, reliability and generalisability in the statistical sense. Lincoln & Guba (1985) offered four parallel criteria for trustworthiness.
Trustworthiness
Lincoln & Guba's framework for rigour in qualitative research: credibility, transferability, dependability and confirmability — the qualitative counterparts to validity, generalisability, reliability and objectivity.
Applying this criterionIs a category error
Statistical validityNothing is being estimated
Reliability as exact replicationA second researcher will not reproduce the reading
RepresentativenessThe sample was chosen for richness, not proportion
Effect sizeThere is no effect being measured
Lincoln and Guba (1985) wrote the parallel criteria precisely because the argument kept being lost on the wrong ground. Trustworthiness is not a softer standard — it is the appropriate one.
Know both vocabularies. In an evaluation team where most people were trained quantitatively, being able to name the parallel is what gets qualitative findings taken seriously.
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Lincoln & Guba's trustworthiness
CriterionQuant parallelHow you build it
CredibilityInternal validityTriangulation, member checking, prolonged engagement
TransferabilityExternal validityThick description so readers judge fit
DependabilityReliabilityAudit trail of all decisions
ConfirmabilityObjectivityReflexivity; findings traceable to data
Learn these four words. They are how qualitative rigour is named, defended and reviewed.
CriterionThe question a reader is asking
CredibilityDo I believe this reading of the data?
TransferabilityWould this apply in my setting?
DependabilityCould someone follow how they got here?
ConfirmabilityDo the findings come from the data or the researcher?
Only credibility is about the analysis itself. The other three are about what you wrote down — thick description, an audit trail, and a reflexive record — which makes them cheap to secure and easy to lose.
Write the four words into your methods section explicitly and say what you did for each. It takes a paragraph and it pre-empts most of the objections a mixed-discipline reviewer will raise.
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Techniques that earn trust
  • Member checking: take findings back to participants to verify
  • Triangulation: converge multiple sources and methods
  • Prolonged engagement: enough time in the field to understand
  • Peer debriefing: a colleague challenges your interpretation
  • Negative-case analysis: account for what doesn't fit
TechniqueGuards againstIts own limit
Member checkingMisreading what participants meantPeople may endorse a flattering account
TriangulationA single source’s distortionConvergence can mean shared bias
Prolonged engagementFirst impressions mistaken for patternCostly; sometimes going native
Peer debriefingYour own blind spotsOnly as good as the peer’s willingness to argue
Negative-case analysisConfirmation biasRequires having sampled for it
Member checking is more complicated than it sounds. Participants may disagree with an analysis that is nevertheless sound — particularly a critical one — and disagreement is data rather than a verdict.
Take back findings, not transcripts. Asking someone to validate a raw transcript of their own speech invites retraction; asking whether an interpretation rings true invites a useful conversation.
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Show your working
Audit trail
A transparent record of every methodological and analytic decision — from sampling to coding to theme-building — so an outsider could follow how you reached your conclusions.
Dependability and confirmability both rest on this trail. Keep memos as you go; reconstructing decisions afterwards is far harder and far less honest.
Audit trail recordsWritten when
Sampling decisions and their reasonsAt the time of each decision
Guide revisionsWhen the guide changes
Codebook history — merges, splits, dropsContinuously, dated
Analytic memosWhenever an idea forms
Reflexive journalAlongside field notes, daily
Reconstructing this afterwards is both harder and less honest. Written at the end, it becomes a rationalisation of what you concluded rather than a record of how you got there.
Memos are the most valuable and the most skipped. Half a page written when an idea forms is usually the first draft of a finding, and it cannot be recovered later.
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Reflexivity is a rigour tool, not a confession
Stating your positionality and tracking your influence is central to confirmability. It is not navel-gazing — it is how qualitative research demonstrates that findings come from the data, not merely from the researcher.
Keep a reflexive journal alongside your field notes. The two together let readers see both the world and your lens on it.
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Consent, confidentiality, do no harm
  • Informed consent: people understand what, why and how — and can refuse
  • Confidentiality: protect identities; codes not names; secure storage
  • Do no harm: anticipate distress, stigma and risk; have a referral plan
  • Voluntary: no coercion, no penalty for declining or stopping
Qualitative work goes deep into people's lives, so its ethical demands are heavier — rapport must never become a tool of extraction.
Ethical requirementWhat it means in practice
Informed consentThey understand the purpose, use, risks, and can refuse
Ongoing consentRefusal remains available at any point, without penalty
ConfidentialityCodes not names; secure storage; careful attribution
Do no harmAnticipate distress and stigma; hold a referral list
ReciprocityFindings return in a usable form
Have a referral route before you start. Interviews about violence, debt or bereavement will surface active need, and "I am only a researcher" is not an adequate response to it.
Qualitative work asks for more than a survey does — time, trust, and an account of a life. The ethical obligation scales with that, and does not end when the recorder stops.
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Ethics in South Asian fieldwork
  • Consent may need to be oral where literacy is low — document it carefully
  • Gatekeepers (sarpanch, husband, employer) can pressure participation — protect real choice
  • Small communities make anonymity fragile — coarsen identifying detail
  • India's DPDP Act, 2023 applies to digital personal data you collect
Reciprocity matters: share findings back, respect people's time, and never promise benefits you cannot deliver.
South Asian field conditionEthical response
Low literacyOral consent, witnessed and documented, in the local language
Gatekeeper pressure to participateA private moment to decline; never confirm who took part
Small communitiesCoarsen identifying detail; combinations identify people
Digital personal dataIndia’s DPDP Act, 2023 applies — plan storage and deletion
Expectation of benefitBe explicit early about what will and will not follow
A signed form is not consent; understanding is. Where a thumbprint on an English form is the norm, the form documents a process that has to have happened in the participant’s language.
Return the findings in a form people can use — a meeting, a summary in the local language — not a PDF in English. Reciprocity is a design commitment with a budget line, or it does not happen.
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Mistakes to avoid
  • Reporting qualitative findings as percentages ('80% said…')
  • Cherry-picking quotes that flatter your argument
  • Treating coding as the analysis — stopping before interpretation
  • Ignoring your own influence on the data
  • Claiming statistical generalisation from a purposive sample
PitfallWhat it looks likeThe fix
Percentages"80% of participants said…""Most participants described…", or count nothing
Cherry-pickingOne dramatic quote per themeShow the range, including disconfirming cases
Coding as analysisFindings are headed quote collectionsInterpret: why this pattern?
Ignoring your influenceNo positionality statementA reflexive journal from day one
Over-claiming"This shows that in Bihar…"Analytic, not statistical, generalisation
The first pitfall is the most common in development reporting, because percentages read as rigour to a donor. They import a claim the method cannot support, from a sample chosen not to support it.
If you must indicate spread, use words with agreed meanings — "a few", "about half", "most" — and define them once in the methods section.
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If you remember five things
  • Match method to question — qualitative answers why and how
  • Sample for richness, not representativeness — stop at saturation
  • Depth is the point — a few cases, understood deeply
  • You are part of the data — be reflexive about power and position
  • Rigour is trustworthiness — credibility, transferability, dependability, confirmability
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A short, honest reading list
  • Qualitative Research & Evaluation Methods — Michael Quinn Patton
  • Using Thematic Analysis in Psychology — Braun & Clarke (2006)
  • Naturalistic Inquiry — Lincoln & Guba (1985)
  • The Discovery of Grounded Theory — Glaser & Strauss (1967)
  • Whose Reality Counts? — Robert Chambers (participatory methods)
Pair this deck with ImpactMojo's Data Literacy, Research Ethics and Monitoring & Evaluation 101 courses.
ReadFor
Patton, Qualitative Research & Evaluation MethodsThe practical reference; sampling and evaluation use
Braun & Clarke (2006)Thematic analysis, done properly — the six phases
Lincoln & Guba (1985)Trustworthiness and the four criteria
Glaser & Strauss (1967)Grounded theory in the original
Chambers, Whose Reality Counts?Participatory methods and the politics of knowledge
Start with Braun and Clarke if you have data and need to analyse it this month. It is short, free to find, and the most directly usable thing on this list.
Patton is the reference to own rather than read straight through — the sampling chapter alone answers most of the design questions that arise in applied work.
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Qualitative Methods 101 · Complete
Now go listen
— and listen well.
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