Research workflow
Qualitative Research Project Setup Worksheet
A setup worksheet for research questions, sources, cases, coding approach, memos and permitted AI tasks.
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Project: ________________________________
Lead researcher: ________________________________
Primary research question:
________________________________
Sources in scope:
________________________________
Source-ID convention:
________________________________
Main unit of comparison / case:
________________________________
Case attributes that may matter:
________________________________
Coding approach: Mainly deductive / Mainly inductive / Combined / Undecided
Initial concepts brought into the study:
________________________________
Where will analytical memos be kept?
________________________________
Where will consequential decisions be recorded?
________________________________
How will contradictory evidence be handled?
________________________________
Languages in the dataset:
________________________________
AI use: Yes / No / Undecided
Permitted AI tasks, if any:
________________________________
Before coding starts, another researcher should be able to identify what is being studied, what evidence belongs, what counts as a case, how sources are identified and where analytical thinking will be recorded.