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.
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?
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"?
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"?
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.
Be transparent about your process so others can evaluate the veracity of your methods. This is about transparency, not replication.
"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.
"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.
"Identity Customization Process"
Telling the overarching story. How do the theoretical themes fit together to build or elaborate a theory?
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.
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.
Think of each of your theoretical themes as a character in a story.
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.
🔗For the Lack of a Boilerplate: Tips on Writing Up (and Reviewing) Qualitative Research
Pratt, M. G. (2017)
🔗Yes, We (Still) Can! A Qualitative Study on the Dynamic Process of Team Resilience
Hartmann, S., Weiss, M., & Hoegl, M. (2025)
🔗Using Quotes to Present Claims: Practices for the Writing Stages of Qualitative Research
Rockmann, K. W., & Vough, H. C. (2023)
Examples:
Cameron, L. D. (2024)
🔗Building Theories from Case Study Research
Eisenhardt, K. M. (1989)
🔗Practices of Ethnographic Research: Introduction to the Special Issue
Ploder, A., & Hamann, J. (2021)
Example:
Zilber, T. B. (2024)
🔗Navigating Group Leadership Dilemmas in Times of Mass Trauma
Kaye-Tzadok, A., & Icekson, T. (2025)
Example:
🔗The Me You (Don't) See: How Leaders Filter Intrapersonal Information at Work
Journal of Leadership & Organizational Studies (2025)
Academy of Management Journal (2025)
Example:
🔗The Dynamics of Organizational Autonomy: Oscillations at Automobili Lamborghini
Salvato, C., Solarino, A. M., & Tasselli, S. (2023)
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.