The Hong Kong Polytechnic University · FACULTY OF STATISTICS

SO5005 Chap.9 Qualitative Design, Sampling and Interviews

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Chapter 9 of 10 · SO5005

Qualitative Design, Sampling and Interviews

Design for experience and meaning

Qualitative studies investigate how people understand, experience or produce a phenomenon in context. Purposeful recruitment seeks information-rich cases and relevant variation.

Maximum-variation, criterion and network-based routes serve different aims and carry different limits.

Invite accounts without supplying them

An interview guide begins with accessible experience questions, moves toward interpretation and sensitive areas, and closes with an invitation to add what was missed. Questions should be open, neutral and singular.

Probes request examples, sequences, meanings and contrasts while leaving the participant's framing intact.

In this chapter

What this chapter covers

  • 01

    Qualitative study purposes

  • 02

    Purposeful sampling

  • 03

    Variation and criterion sampling

  • 04

    Interview sequencing

  • 05

    Neutral questions

  • 06

    Probes and adaptation

Worked example · free

Repair a leading interview plan

Q [6 marks]. A guide asks how helpful and respectful a system was and recruits only successful users. Repair it. Marks shown here are an AskSia practice split, not a University marking scheme.
The narrowing lines show an interview moving from a narrated event toward meaning and contrast while retaining the participant's own frame.The narrowing lines show an interview moving from a narrated event toward meaning and contrast while retaining the participant's own frame.eventmeaningcontrastmove deeper without supplying the answer
The narrowing lines show an interview moving from a narrated event toward meaning and contrast while retaining the participant's own frame.
  • 2Remove assumptions and double wording.
  • 2Add excluded experience groups.
  • 2Create neutral probes.
Ask participants to describe what happened when they used the system, then probe easy and difficult moments, assistance and feelings separately. Recruit people who succeeded, needed help or abandoned the process. This permits surprise and includes cases most likely to reveal access problems.
Sia tip — If the question contains the preferred interpretation, the interview cannot discover the participant's account.
Glossary

Key terms

Purposeful Sampling
Deliberate selection of cases expected to illuminate the qualitative question.
Maximum Variation
Recruitment across relevant differences so shared and contrasting patterns can be examined.
Probe
A neutral follow-up seeking detail, sequence, example, meaning or contrast.
FAQ

Qualitative Design, Sampling and Interviews FAQ

How is qualitative sampling justified without probability selection?

Justification follows information needs rather than population estimation. State which experiences can illuminate the question, what variation is analytically important and how recruitment will reach it. The final report should define the context instead of claiming statistical representativeness.

What makes an interview question leading?

A leading question embeds an assumption, preferred answer or evaluation, such as calling a service helpful before the participant has described it. Replace it with an open account request and neutral probes that separate events, interpretations and feelings.

May an interview guide change during the study?

Yes, when the design is iterative and changes are documented. Early analysis may expose unclear wording, missing perspectives or a concept needing deeper exploration. Transparency about what changed and why is more rigorous than pretending the guide never evolved.

Study strategy

Assessment move

Rewrite five closed or leading questions as open account invitations, then add one example probe and one contrast probe to each. For a chosen topic, define three kinds of participant experience needed to illuminate the question and explain the recruitment route for each. Build a sampling memo before choosing a target number.

State the phenomenon, the people positioned to experience it and the dimensions of variation likely to change the account. For every criterion, explain what it contributes to the analysis. Add a column for people the recruitment route cannot reach and decide whether another route or a narrower claim is necessary. Draft the interview guide as a journey.

Begin with a concrete episode that is easy to recall, move into interpretations and difficult moments only after context is established, and close by inviting the participant to correct the researcher's framing. Read each question aloud. Split questions containing and, remove evaluative adjectives, and replace why prompts that sound accusatory with requests for sequence or explanation.

Prepare neutral probes for examples, timing, contrast and meaning, but do not script a preferred answer. Conduct a pilot focused on comprehension, flow and burden, then document what changed. During early interviews, write field notes distinguishing what the participant said from what you inferred. After preliminary analysis, review whether the sample contains enough contrasting cases to test the developing account.

Record decisions to seek a new perspective or stop recruitment, using analytic contribution rather than a ritual number as the reason. Finally, write a reflexive note on how your role, language and relationship to the setting may influence disclosure. This note should change a concrete interviewing or interpretation practice, not serve as a generic disclaimer.

Conduct a mock interview in which the participant gives a short answer, an emotionally difficult answer and an answer that challenges the study premise. Review how your probes differ across those moments. Mark interruptions where you supplied a word or completed a thought, then rewrite the prompt to create more space.

Prepare a secure workflow from recording through transcription, de-identification and deletion, specifying who handles each step. Compare the interview guide with the research question after every revision so practical improvements do not drift into a different inquiry. Before finalising the sample, write the strongest perspective likely to be absent and decide whether that absence requires new recruitment or a narrower claim.

Record that decision in a sampling memo so the final report can explain not only who participated but why those perspectives were considered sufficient for the stated purpose. Preserve cases that complicate the dominant account. They define the theme's boundary. Keep them in the final written analysis and discuss their implications.

Working through Qualitative Design, Sampling and Interviews in SO5005? Sia is AskSia’s AI Statistics tutor — ask any SO5005 Qualitative Design, Sampling and Interviews question and get a clear, step-by-step explanation grounded in how SO5005 is taught and assessed. Read this chapter free, then take your hardest questions to Sia.

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