The Interview & Focus Group Kit: 48 Fillable Templates (US Letter + A4)
For the researcher running interviews or focus groups: design the guide, run the sessions, manage the recordings and analyse what people said.
All 48 templates from the workbook, ready to type into: from data collection strategy and protocols to probing, focus groups, field notes and saturation tracking.
WHAT YOU GET
- 48 fillable templates in one fillable PDF (162 pages in US Letter, 154 in A4, 2141 fillable fields)
- US Letter and A4 versions, both included
- Type into the boxes and save, or print and write by hand
- A clickable template map with a Done box for every template, and bookmarks
WHAT'S INSIDE
- 1.1 Research Question–to–Data Source Alignment Matrix
- 1.2 Participant Sampling Strategy Planner
- 1.3 Data Collection Timeline & Logistics Planner
- 1.4 Method Justification Narrative Builder
- 2.1 Interview Protocol Builder — Master Template
- 2.2 Seidman's Three-Interview Series Planner
- 2.3 Interview Environment & Setup Checklist
- 2.4 Recording Technology Checklist & Troubleshooting Guide
- 3.1 Question Type Selector & Designer
- 3.2 Spradley Grand Tour & Mini Tour Question Builder
- 3.3 Question–Research Question Alignment Audit
- 3.4 Question Wording Refinement Worksheet
- 4.1 Probing Strategy Toolkit — 18 Essential Techniques
- 4.2 Question-Specific Probe Planner
- 4.3 Difficult Participant Scenarios — Response Scripts
- 4.4 Post-Interview Probing Self-Assessment
- 5.1 Focus Group Composition & Recruitment Planner
- 5.2 Focus Group Moderator's Guide (Master Template)
- 5.3 Stimulus Material & Activity Design Templates
- 5.4 Co-Facilitator Coordination Protocol
- 5.5 Focus Group Seating & Room Setup Planner
- 6.1 Virtual Interview Protocol Adaptation Worksheet
- 6.2 Platform Setup Checklist — Zoom & Microsoft Teams
- 6.3 Virtual Focus Group Adaptation Planner
- 6.4 Digital Data Security & Storage Protocol
- 7.1 Phenomenological Interview Protocol Builder
- 7.2 Narrative Interview Protocol Builder
- 7.3 Ethnographic Interview Protocol Builder
- 7.4 Key Informant Interview Protocol Builder
- 8.1 Cultural Responsiveness Self-Assessment & Planning
- 8.2 Interpreter-Mediated Interview Planning Template
- 8.3 Sensitive Topic Interview Adaptation Worksheet
- 9.1 Pilot Interview Planning Checklist
- 9.2 Pilot Interview Reflection & Debrief Template
- 9.3 Protocol Revision Tracking Log
- 9.4 Pilot-to-Field Readiness Checklist
- 10.1 Transcription Convention Selection & Documentation
- 10.2 Transcription Quality Assurance Checklist
- 10.3 Outsourced Transcription Briefing & Quality Control
- 10.4 De-Identification & Pseudonym Master Log
- 11.1 Field Notes Template (During-Interview)
- 11.2 Post-Interview Expanded Field Notes & Reflection
- 11.3 Post-Interview Data Quality Assessment
- 11.4 Reflexivity Journal Entry Template
- 12.1 Participant Tracking & Recruitment Dashboard
- 12.2 Data Saturation Monitoring Log
- 12.3 Saturation Decision & Justification Worksheet
- 12.4 Data Collection Closure Checklist
EVERY TEMPLATE PAGE GIVES YOU
- Its purpose and how long it takes
- Short steps on how to fill it in
- Fillable boxes sized for real answers
- The output it produces
- A supervisor sign-off line
- Where to find the completed example in the workbook
HOW TO USE IT
- Open the PDF in a free PDF reader app that supports fillable forms (Adobe Acrobat Reader is free and works best). Some phone and browser viewers do not save typed answers.
- Click a box and type. Save often: your answers stay in the file.
THE KIT AND THE WORKBOOK
The kit gives you the tools. The Interview & Focus Group Workbook teaches the method: it explains every template and shows a completed example of each one. If this is your first time, start with the workbook: https://www.gradsummit.com/workbooks/interview-focus-group-workbook/
LICENCE
For the buyer's own use. Every page is stamped with the buyer's email and the purchase date. Please do not share or resell the files. For a class or research group, ask about a group licence.
By Rafiq Muhammad, MD, MIHMEP, PhD. The templates were drafted with the help of AI tools and written, checked and laid out by the author.