{"id":3971,"date":"2026-10-12T00:00:00","date_gmt":"2026-10-11T22:00:00","guid":{"rendered":"https:\/\/humes.pl\/interview-guide-how-to-prepare-a-discussion-guide-for-idis-and-fgis\/"},"modified":"2026-10-14T14:31:04","modified_gmt":"2026-10-14T12:31:04","slug":"interview-guide-how-to-prepare-a-discussion-guide-for-idis-and-fgis","status":"publish","type":"post","link":"https:\/\/humes.pl\/en\/interview-guide-how-to-prepare-a-discussion-guide-for-idis-and-fgis\/","title":{"rendered":"Interview guide: how to prepare a discussion guide for IDIs and FGIs"},"content":{"rendered":"<p>A poorly prepared interview guide leads to conversations where it is difficult to compare responses, draw conclusions, or reconstruct participants&#8217; thought processes. A good interview guide helps structure the moderator&#8217;s work, leaves room for probing, and helps generate material that addresses the research questions.<\/p>\n<h2>How does an interview guide structure conversations in IDIs and FGIs?<\/h2>\n<p>An <a href=\"https:\/\/humes.pl\/en\/glossary\/discussion-guide\/\">interview guide<\/a> is a working document that translates research objectives into a sequence of topics, questions, techniques, and tasks for the participant. It is not a transcript of the conversation or a questionnaire to be read word for word. Its purpose is to ensure that key issues are covered in every in-depth interview or focus group discussion, while allowing respondents to describe their experiences in their own words.<\/p>\n<p>In <a href=\"https:\/\/humes.pl\/en\/glossary\/qualitative-research\/\">qualitative research<\/a>, a participant&#8217;s response is not merely a unit of data to be coded. The context of the statement, the order in which spontaneous associations arise, the language used to describe a problem, hesitation, examples, and exceptions are also important. For this reason, the guide should move from broad topics to specific ones. The moderator should first identify the interviewee&#8217;s natural way of thinking and only then explore specific research assumptions.<\/p>\n<p>In an <a href=\"https:\/\/humes.pl\/en\/glossary\/in-depth-interview-idi\/\">IDI<\/a>, or in-depth interview, the moderator guide supports a one-on-one conversation. The moderator can spend more time on a particular experience, clarify the sequence of events, or ask the respondent to show materials they use in their everyday life. In an <a href=\"https:\/\/humes.pl\/en\/glossary\/focus-group-interview-fgi\/\">FGI<\/a>, the guide must also account for group dynamics: time for individual statements, exchanging opinions, comparing different perspectives, and tasks that engage participants.<\/p>\n<p>In both formats, the starting point is the research objectives, not a list of questions that &#8220;would be worth asking.&#8221; If the objective is to understand the process of choosing a service, the guide should cover the successive stages of that process: the initial situation, the emergence of a need, sources of information, evaluation criteria, difficulties, the decision-making moment, and the post-choice experience. Asking &#8220;Was price important?&#8221; produces a brief response. Asking &#8220;Please tell me what happened from the moment the need arose until the decision was made&#8221; makes it possible to reconstruct the actual course of events.<\/p>\n<p>An interview guide is particularly necessary when more than one moderator is involved in the study, when different respondent segments are compared, or when the material is to be combined with quantitative data. In such projects, comparability of topics is important, but not an identical course for every conversation. Participants may bring up different issues and describe their experiences in different ways. The guide should provide a common core for the conversations rather than impose artificial uniformity.<\/p>\n<p>It is also worth distinguishing an interview guide from a research brief. The brief describes the problem, objectives, target group, and decisions that the research findings are intended to support. The guide turns this description into actions during the conversation. It includes language tailored to participants, instructions for the moderator, the order of sections, and suggested probing questions. It is a fieldwork tool that should be understandable both to the researcher conducting the session and to those who later analyze the material.<\/p>\n<h2>How to prepare an interview guide step by step?<\/h2>\n<p>Creating an interview guide is best started by breaking down the research questions into smaller areas of inquiry. A broad question such as &#8220;How do customers perceive the service process?&#8221; is too wide-ranging to be directly turned into a moderator question. It is necessary to establish which elements of the process need to be explored: expectations before contact, the first impression, the course of the interaction, difficult moments, how problems are resolved, the language used in evaluations, and comparisons with previous experiences.<\/p>\n<p>The next step is to structure the interview guide into thematic sections. Each section should have a clearly defined objective: what the moderator wants to learn and what will indicate that they have received a sufficiently in-depth response. This makes it easier to shorten or expand the conversation depending on the situation without losing the most important data.<\/p>\n<p>A practical guide structure may include the following sections:<\/p>\n<ol>\n<li><strong>Opening and ground rules.<\/strong> The moderator presents the purpose of the session in language the participant can understand, explains confidentiality rules, informs them about recording, obtains consent, and emphasizes that there are no right or wrong answers.<\/li>\n<li><strong>Warm-up and context.<\/strong> Introductory questions concern the respondent&#8217;s everyday life, professional role, or general contact with the category being studied. This section helps create a relaxed atmosphere before moving on to more difficult issues.<\/li>\n<li><strong>Spontaneous description of the experience.<\/strong> The participant tells their own story without being prompted with categories, brand names, or ready-made evaluations. This stage is particularly important for identifying natural associations.<\/li>\n<li><strong>Probing key moments.<\/strong> The moderator returns to specific situations and asks about the course of events, emotions, barriers, people involved, and information available at the time.<\/li>\n<li><strong>Materials or <a href=\"https:\/\/humes.pl\/en\/projective-techniques-how-to-uncover-motivations-that-respondents-will-not-express-directly\/\">projective techniques<\/a>.<\/strong> If the study includes communications, concepts, or visual materials, these are presented only after spontaneous opinions have been collected. The guide should describe the exact presentation instructions and sequence of tasks.<\/li>\n<li><strong>Closing.<\/strong> The final questions give the participant an opportunity to add an important issue that has not come up earlier. The moderator thanks them for participating and closes the session in accordance with the research procedure.<\/li>\n<\/ol>\n<p><\/br><\/p>\n<p>In each section, it is useful to distinguish between main questions and probes. A main question opens up a topic, while a probe helps obtain details without suggesting an answer. For example, after asking &#8220;What was your most recent contact with the service provider like?&#8221;, neutral probes can be used: &#8220;What happened next?&#8221;, &#8220;How was this step taken?&#8221;, &#8220;What made you notice it?&#8221;, or &#8220;Could you give an example?&#8221;<\/p>\n<p>In a <a href=\"https:\/\/humes.pl\/en\/glossary\/semi-structured-interview\/\">semi-structured interview<\/a>, marking priorities is particularly important. For each section, it is possible to indicate which issues are mandatory, which should be addressed only if they arise spontaneously, and which are supplementary. This allows the moderator to manage time without losing sight of the research objective. It is also worth noting the anticipated time for each section, while treating it as a framework rather than a rigid schedule.<\/p>\n<p>A good practice is to treat the guide as a map rather than a list of questions to be read aloud. The moderator should know which topics are mandatory and which can be omitted when they do not add value to the conversation. This principle helps avoid two extremes: a chaotic interview in which important areas are missed and a mechanical conversation in which the participant has no room for their own narrative.<\/p>\n<p>When constructing questions, start with open-ended questions. Requests to describe something, recall a specific situation, compare experiences, or put events in order work well. Closed-ended questions can be used as supporting questions, for example to confirm a fact, but they should not dominate. Rather than asking &#8220;Was the service convenient?&#8221;, it is better to ask &#8220;What in this process was easy for you, and what required additional effort?&#8221;<\/p>\n<p>A good interview guide also includes technical instructions. It should specify when the participant receives the material, whether they can take notes, how much time they have to review the task independently, and whether responses should first be collected individually and then discussed with the group. In <a href=\"https:\/\/humes.pl\/en\/fgi-vs-idi-when-does-a-focus-group-provide-a-fuller-picture-and-when-does-an-in-depth-interview\/\">focus group research<\/a>, this is important for limiting the influence of dominant individuals on other participants.<\/p>\n<p>The final stage of preparation is the pilot. Even a well-designed interview guide may include questions that are unclear, too abstract, or repetitive. A pilot makes it possible to check whether the sequence of sections feels natural, whether the participant understands the terms used, whether the tasks fit within the allotted time, and whether the responses genuinely contribute to the research objectives. After the pilot, the guide should be revised and the changes documented so that all subsequent conversations are conducted using the same version.<\/p>\n<h2>What can weaken an interview guide and the quality of the material collected?<\/h2>\n<p>The most common mistake is treating an interview guide like a questionnaire. A moderator who reads out successive questions without responding to what the interviewee says may obtain material that is formally complete but poor in interpretive value. In a qualitative approach, what matters is not only whether a given topic was mentioned, but also why the participant brought it up, what exactly they meant, and which experience they associate it with.<\/p>\n<p>Another pitfall is leading questions. The wording &#8220;What did you like about this proposal?&#8221; assumes that there was something to like. It is safer to ask: &#8220;What are your first reactions to this proposal?&#8221; or &#8220;What stands out to you in this material?&#8221; Similarly, the question &#8220;Why is this feature useful?&#8221; is better replaced with &#8220;In what situations might this feature matter, and in what situations might it not?&#8221;<\/p>\n<p>An interview guide can also become overloaded. Too many sections, materials, and questions lead to superficial discussion of topics. Especially in an in-depth interview, it is better to plan fewer issues while leaving room to ask about examples, motivations, and exceptions. The moderator needs time to listen, not just to move on to the next item in the guide.<\/p>\n<p>In focus group research, an additional problem is designing the guide as if the group were a set of independent individual interviews. An FGI draws on interaction between participants, so it is worth including questions that encourage them to compare perspectives: &#8220;Has anyone had a similar experience?&#8221;, &#8220;What in this statement reflects your observations?&#8221;, &#8220;Are there different opinions?&#8221; However, group consensus should not be forced. Differences of opinion are valuable research material.<\/p>\n<p>Another limitation may be the use of specialized language from the client or researcher. Industry terms, names of process stages, or predefined evaluation categories may be unclear to respondents or influence how they respond. The moderator guide should include a plain-language version of the questions and any explanations intended solely for the moderator, not to be read to the participant.<\/p>\n<p>It is also not advisable to combine several issues in one question. Asking &#8220;How do you evaluate the price, quality, and availability of the service?&#8221; does not make it possible to determine which element the response refers to. It is better to separate the issues while preserving their natural order in the respondent&#8217;s story. If the participant links price with quality on their own, this will be an important observation arising from their perspective rather than from the construction of the question.<\/p>\n<p>Problems with the material often result not from a lack of questions but from a lack of probing instructions. Therefore, for each main question, it is useful to note possible directions for further probing: a specific situation, cause, comparison, consequence, emotion, source of information, or an exception to the rule described. This list is not meant to be read in full. It should remind the moderator which types of details can increase the analytical value of a statement.<\/p>\n<h2>How can you check whether an interview guide is ready for a pilot?<\/h2>\n<p>Before fieldwork begins, it is worth carrying out a brief review of the document. The goal is not language editing in itself, but checking whether the interview guide makes it possible to collect the material needed for analysis. A well-prepared document should be useful in an actual conversation: clear, easy to scan, and flexible enough to accommodate changes in the order of topics resulting from what the participant says.<\/p>\n<p>A checklist covering both the content and organization of the conversation can be helpful:<\/p>\n<ul>\n<li>Does each research question have a corresponding conversation section or task?<\/li>\n<li>Are the first questions neutral and do they avoid revealing the research assumptions too early?<\/li>\n<li>Are the main questions open-ended, understandable, and focused on one issue at a time?<\/li>\n<li>Are probes included for key topics to help move from declarations to examples?<\/li>\n<li>Are mandatory topics marked, along with those that can be omitted when time is limited?<\/li>\n<li>Are materials shown only at the point specified in the guide?<\/li>\n<li>Does focus group research include time for independent reflection and group discussion?<\/li>\n<li>Does the closing include an open-ended question about additional issues and the correct procedure for ending the session?<\/li>\n<\/ul>\n<p><\/br><\/p>\n<p>It is also worth reading the moderator guide aloud. This simple test reveals sentences that are too long, language that sounds unnatural in conversation, and questions that require further explanation. If the moderator needs to explain the meaning of a question themselves, there is a risk that different researchers will do so differently, reducing the comparability of the material.<\/p>\n<p>A finalized guide should not eliminate the moderator&#8217;s professional judgment. It is a framework for a semi-structured interview, not a substitute for listening and responding to the participant. The best test of the document is a situation in which the moderator can lead the conversation smoothly, knows why they are asking a particular question, and can consciously decide when to probe further and when to return to the planned path.<\/p>\n<h2>Frequently asked questions<\/h2>\n<h3>What is an interview guide?<\/h3>\n<p>An interview guide is a working document that defines the objectives of the conversation, the sequence of thematic sections, main questions, probes, and instructions for the moderator. In qualitative research, it structures data collection but does not require questions to be read verbatim. It should enable responses to be explored in depth and allow the moderator to respond to issues raised spontaneously by the participant.<\/p>\n<h3>How long should an in-depth interview guide be?<\/h3>\n<p>The length of an in-depth interview guide depends on the number of objectives, the complexity of the topic, the respondent profile, and the time allocated for the conversation. More important than the number of pages is selecting priorities: the moderator must have enough time to discuss the mandatory topics and explore the most important responses in depth. An overly extensive document usually results in the conversation being shortened at inappropriate moments.<\/p>\n<h3>How do IDI interview guides differ from FGI guides?<\/h3>\n<p>IDI interview guides focus on the individual story, experiences, and way of thinking of one participant. An FGI guide should additionally describe how to manage the order of contributions, tasks completed individually, and points for discussion between participants. In focus group research, it is also necessary to consider the risk that some group members may dominate and plan techniques that give less active participants a voice.<\/p>\n<p><strong><a href=\"https:\/\/humes.pl\/en\/contact\/\">Ask about qualitative research for your brand<\/a><\/strong><br \/>Hume&#8217;s Institute can help prepare an interview guide tailored to your research objective, IDI or FGI format, and the characteristics of the group being studied.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A good interview guide organizes the moderator&#8217;s work and leaves room for probing. We show how to build a guide for IDIs and FGIs and check it before fieldwork.<\/p>\n","protected":false},"author":4,"featured_media":3998,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[912],"tags":[],"slowa_kluczowe":[],"class_list":["post-3971","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-badania-i-analizy"],"acf":[],"_wp_attached_file":null,"_wp_attachment_metadata":null,"wpml_media_processed":null,"_wpml_media_usage_in_posts":null,"_wp_attachment_context":null,"_oembed_35c905c64c03156f243b94f18c4eb80f":null,"_wp_attachment_image_alt":null,"rank_math_description":"Interview guide for IDIs and FGIs: which sections to include, how to write questions and probes, and how to check the guide before fieldwork starts.","rank_math_focus_keyword":"interview guide","rank_math_contentai_score":null,"_wpml_post_translation_editor_native":null,"_menu_item_type":null,"_menu_item_menu_item_parent":null,"_menu_item_object_id":null,"_menu_item_object":null,"_menu_item_target":null,"_menu_item_classes":null,"_menu_item_xfn":null,"_menu_item_url":null,"_wp_page_template":null,"rank_math_og_content_image":null,"_wp_trash_meta_status":null,"_wp_trash_meta_time":null,"_wp_desired_post_slug":null,"rank_math_primary_category":910,"_acf_changed":null,"wp_pattern_sync_status":null,"_form":null,"_mail":null,"_mail_2":null,"_messages":null,"_additional_settings":null,"_locale":null,"_hash":null,"_config_validation":null,"_wp_old_slug":null,"rank_math_internal_links_processed":"1","_top_nav_excluded":null,"_cms_nav_minihome":null,"_thumbnail_id":"3998","_last_translation_edit_mode":"native-editor","_wpml_word_count":"2668","_dp_original":null,"_edit_last":"9","_edit_lock":"1791809512:9","rank_math_seo_score":null,"_wpml_location_migration_done":null,"_wpml_media_duplicate":null,"_wpml_media_featured":null,"_wp_old_date":"2026-08-24","copied_media_ids":[],"referenced_media_ids":[],"rank_math_title":"Interview guide: how to prepare one | Hume's Institute","job_department":null,"_job_department":null,"job_location":null,"_job_location":null,"job_offer_external_link":null,"_job_offer_external_link":null,"footnotes":null,"inline_featured_image":null,"blog_podtytul":null,"_blog_podtytul":null,"blog_czas_czytania":null,"_blog_czas_czytania":null,"blog_dalsza_lektura":null,"_blog_dalsza_lektura":null,"slownik_krotka_definicja":null,"_slownik_krotka_definicja":null,"slownik_cytat":null,"_slownik_cytat":null,"slownik_na_stronie_glownej":"1","_slownik_na_stronie_glownej":null,"slownik_slowa_kluczowe":null,"_slownik_slowa_kluczowe":null,"slownik_w_praktyce":null,"_slownik_w_praktyce":null,"slownik_powiazane":null,"_slownik_powiazane":null,"slownik_kluczowe_punkty":null,"_slownik_kluczowe_punkty":null,"lang":"en","translations":{"en":3971},"pll_sync_post":{},"_links":{"self":[{"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/posts\/3971","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/comments?post=3971"}],"version-history":[{"count":1,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/posts\/3971\/revisions"}],"predecessor-version":[{"id":3972,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/posts\/3971\/revisions\/3972"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/media\/3998"}],"wp:attachment":[{"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/media?parent=3971"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/categories?post=3971"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/tags?post=3971"},{"taxonomy":"slowa_kluczowe","embeddable":true,"href":"https:\/\/humes.pl\/en\/wp-json\/wp\/v2\/slowa_kluczowe?post=3971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}