Qualitative Research Resources

Use this checklist to evaluate your qualitative research manuscript before submission. Each section addresses critical elements that reviewers and readers expect to see in high-quality qualitative research.

1. The Setup: Context & Unit of Analysis

Before presenting findings, ensure the reader understands exactly what was studied.

Define the Unit of Analysis:

Have you explicitly stated whether you are sampling people, events, cases, or groups?

Justify the Context:

Have you explained why you chose this specific context or unit? For example, is it a "prototypical" case or an "extreme example" that is ideal for building theory?

Clarify Sampling Logic:

Have you explained that your sampling was "purposeful" or "theoretical" (chosen to illuminate the theory) rather than random or based on convenience?

2. The Chain of Evidence: From Data to Theory

You must show the logical progression of your analysis so the reader can validate your methods.

Distinguish Coding Levels:

Does your narrative or figure distinguish between Step 1 (First-order codes: "what informants say") and Step 2 (Second-order codes: "what the literature says/enfolding theory")?

Visualize the Translation:

Have you included an "organizing figure" that visually maps how you moved from raw data (e.g., quotes) to theoretical labels (constructs)?

Transparency:

Is the "chain of evidence" clear enough that a reader can see how you arrived at your interpretations, avoiding the trap of "too much telling"?

3. Data Presentation: Balancing "Showing" and "Telling"

Power vs. Proof Quotes:

Power Quotes:

Are your most compelling data points placed in the body of the text to drive the narrative?

Proof Quotes:

Have you used tables to provide additional evidence (proof) so the body text isn't cluttered?

Unique Content:

Does each location present distinct data? Ensure you do not repeat the exact same quotes in the text and the tables.

Avoid Quantifying:

Have you avoided converting small-sample qualitative data into numbers (e.g., percentages), which can mislead the reader and strip away "taken-for-granted meanings"?

4. The Narrative: Storytelling Strategy

Identify the "Protagonist":

Have you chosen a central theme, process, or concept to serve as the "figure" (focal point) of your story, allowing other themes to serve as the "ground" (background)?

Process Flow:

If you are describing a process (e.g., how identity changes), does your story (and any "box and arrow" diagrams) clearly depict the flow of time and causality?

Coherence:

Do the themes cohere into a single story, rather than appearing as a list of disconnected "protagonists" vying for attention?

Important Reminder

Use this checklist as a guide during the writing process and before submitting to your chair. Ensure your manuscript meets the standards expected by the chair and committee members.

Forging the Chain of Evidence

Be transparent about your process so others can evaluate the veracity of your methods. This is about transparency, not replication.

1st Order Concepts

"I just had to figure out a new way to be a doctor here."

Capturing the informant's world. What did they say, think, and feel?

Terms: First-order codes, provisional codes.

Data: Quotes, observations, documents.

↓

2nd Order Themes

"Navigating Professional Role Identity"

Connecting to the literature. What theoretical concepts help make sense of the data?

Terms: Second-order codes, axial coding, enfolding theory.

↓

Aggregate Dimensions

"Identity Customization Process"

Telling the overarching story. How do the theoretical themes fit together to build or elaborate a theory?

Showing Data Intelligently: Power Quotes and Proof Quotes

Ample data allows reviewers to see the pattern you've identified and even help you refine your story. Especially in early drafts, err on the side of showing more data.

Power Quotes

  • What they are: The most compelling, illustrative, and powerful pieces of data you have.
  • Where they go: In the main body of your paper, directly integrated into your narrative to illustrate your points vividly.

Our data suggests that, as Informant A eloquently put it, "The organization was in a state of constant flux, a ship without a rudder, making it impossible to find one's footing." This quote encapsulates the central challenge.

Proof Quotes

  • What they are: Additional quotes and data that bolster the points made in the text, showing that your power quotes are not isolated examples.
  • Where they go: In tables. These tables should be comprehensive, but a reader should understand your argument without needing to refer to them.
Theme:
Identity Challenge
Supporting Evidence
(Informant Quotes)
Lack of Direction
"It felt like we were constantly pivoting without a plan." – Informant B
"There was no clear leadership, we were all just guessing." – Informant C
"The goals changed every week, leaving us confused." – Informant D
The Soul of the Work: Telling a Coherent Story

Think of each of your theoretical themes as a character in a story.

Ask Yourself

  • Who is the central character, the protagonist? (What is the focal theme around which everything else revolves?)
  • What obstacles does the protagonist face?
  • What does the protagonist hope to accomplish?

Example from a Physician Study (Pratt et al., 2006)

Choosing the Protagonist:

We made professional identity change the hero of the story.

Casting Supporting Roles:

This choice clarified the roles of others: daily tasks became challenges to identity, artifacts became resources for identity construction, and competence was a parallel development.

Common Mistake

Having too many protagonists, each demanding "screen time." The result is an unclear story.

General Qualitative Research Resources
Case Study
Ethnography
Phenomenology

🔗Navigating Group Leadership Dilemmas in Times of Mass Trauma

Kaye-Tzadok, A., & Icekson, T. (2025)

Grounded Theory
Longitudinal Qualitative Research Design

Example:

🔗The Dynamics of Organizational Autonomy: Oscillations at Automobili Lamborghini

Salvato, C., Solarino, A. M., & Tasselli, S. (2023)

Mixed Methods Research

Example:

🔗When and How Artificial Intelligence Augments Employee Creativity

Jia, N., Luo, X., Fang, Z., & Liao, C. (2024). Academy of Management Journal, 67(1), 5–32.