Overhead view of students reviewing printed photos and notes on a laptop

Who You Learned From: Your Interviewee Log and Sample

The big idea: Qualitative research does not need a big random sample, but it does need an honest, specific answer to "who did you learn from?", and a log kept from day one is how you give it.

In 60 seconds

  • Every person you talk to is part of your dataset, so log each conversation with a code, never a name.
  • Describe your sample with counts first: who, how many, how you found them and who you missed.
  • Snowball referrals reach hard-to-find people, but seed several chains so you do not only hear one circle.

Do this: set up one shared team log on day one and keep it current, so your briefs, report and poster can say exactly who you learned from.

How an interviewee log works

Every person your team talks to is part of your dataset. Qualitative research does not need a big random sample, but it does need you to say who you learned from, how you found them and who you missed. Keep an interviewee log from day one and that story writes itself.

What a reader hears now

“We talked to a lot of students and some staff, and they all said the wait was the problem.”

What your log lets you say

“We interviewed 24 people: 13 students, 7 staff and 4 alumni. 13 of 24 were women. 9 came through snowball referrals from 4 starting points. We could not reach evening-only students.”

Why describing your sample matters, even in qualitative work

Credibility

A skeptic’s first question is “Who did you talk to?” A clear answer shows your insights rest on many voices, not one memorable quote.

Big Tent: credibility and rich rigor.

Transparency

Saying how you found people and who you could not reach lets readers judge your findings fairly. Hiding a lopsided sample does the opposite.

Big Tent: sincerity.

Your client

Clients act on findings they trust. “8 of your 12 night-shift nurses” lands harder than “some nurses,” and it tells them whose experience you designed around.

Shows up in: briefs, presentations, the final report.

HCD Technical Report asks for

  • Who participated and how. Roles (users, stakeholders, experts) and whether you interviewed, observed or tested with them.
  • Number of interactions. How many people, how many times, and how later rounds built on earlier ones.
  • Limitations. Time, access, sample diversity or setting, stated plainly.
  • Users and perspectives. Proof you sought out different voices, not one “average” user.

EUReCA poster asks for

  1. Who participated and how. In the Research Approach column.
  2. Number of interactions or iterations. A count, not “many.”
  3. Limitations, stated plainly. Who is missing and why.
  4. Differing perspectives. In Credibility of Findings: where your groups disagreed.

What to record for every conversation

Always record

  • A participant code, not a name. P01, P02. A return visit with the same person keeps the same code.
  • Date, method and length. In person, video, phone, observation or prototype test, and about how many minutes.
  • Group or role. Their relationship to the client’s problem: night-shift nurse, first-time applicant, plant supervisor.
  • How you found them. Client introduction, your outreach, approached on site, personal network or a snowball referral (and from which code).
  • Who interviewed and who took notes. Initials are enough.
  • Consent noted. Yes or no, every time.
  • Where the notes and key quotes live. “Team notes, p. 4” so anyone can find the evidence later.

Only if it matters, and only with consent

  1. Demographics tied to the challenge. Year in school for a campus project, shift or years on the job for an operations project, age range for a service used across ages.
  2. Agree on 2 to 4 fields as a team. Ask the same ones, the same way, every time.
  3. Always optional. “Prefer not to say” is a full answer. Record it as such.
  4. Skip anything you will not use. If a detail will never appear in a finding or a limitation, do not collect it.
Privacy and ethics for your logCodes, secure storage and respectful questions
  • No names in reports. Quote people by role and code: “a junior who uses drop-in hours weekly (P06).” Use a name only if the person said yes to being named.
  • Keep the key apart. If your team needs to know who P06 is (to follow up or send a thank-you), keep that name-to-code key in a separate, team-only file, not in the log. Decide as a team when you will delete it.
  • Store it securely. One team-only shared sheet in your UT account. Not a personal phone note, not a public link, not a group chat.
  • Collect only what you need. No contact details, ID numbers or birthdays in the log. Every extra field is one more thing to protect.
  • Ask demographic questions respectfully. Ask at the end, explain why, and make it easy to skip: “To describe who we talked to, could I ask your year in school? You can skip this.”
  • Be careful with sensitive topics. Health, income, religion, race or immigration status should not be in your log unless the challenge truly depends on it. Check with Lane or Jules first.
  • Mind your AI use. Your course AI policy says no confidential client or personal data in public AI tools. That includes your log.

Need the consent opener and the basics of confidentiality? See Stakeholder Interviews, Consent and Ethics from BUAD 317.

How to summarize your sample (and the small-numbers trap)One sentence, then counts before percentages

Build your sample sentence in this order:

  1. How many people and conversations, and when. “We interviewed 24 people in 27 conversations between September and November.”
  2. By group. “13 students, 7 staff and 4 alumni.”
  3. How you found them. “Most came through our client contact and our own outreach. 9 came by snowball referral from 4 starting points.”
  4. Only the demographics that matter. “13 of 24 were women. 15 of the 24 were between 18 and 22.”
  5. Who is missing. “We could not reach evening-only students.”

Why percentages mislead with small numbers

With 8 people, one person is 12.5 percentage points. “63% of recruiters” sounds like a survey, but it means 5 of 8, and one more conversation could swing it to 56% or 67%. Lead with the count.

People in the group you are describingHow to write it
Under 10Counts only: “5 of 8 recruiters.”
10 to 29Count first: “11 of 24 (46%).”
30 or morePercent is fine with the count: “54% (13 of 24)” style.

This is a rule of thumb for this course, not a statistics law. Your tool applies it for you.

Two more habits: describe patterns as “most of the students we talked to,” not “students prefer,” because you are not claiming to speak for every student. And skip significance tests. Qualitative research earns trust through rich detail and many voices, not p-values.

Purposeful vs. convenience samplingChoose people on purpose

Purposeful sampling

You pick people on purpose because they can teach you something about the challenge: the groups who live with the problem, decide about it or work around it. The term comes from qualitative researcher Michael Quinn Patton.

Looks like: “We need nurses from both shifts, a pharmacist and two family members.”

Convenience sampling

You talk to whoever is easy to reach: roommates, classmates, the first people in the hallway. Fine for practicing your guide. Risky as your main evidence.

Watch out: friends tend to share your background and your views, so your findings can echo your own assumptions.

Most real projects mix both. That is fine, as long as your log shows it and your report says so.

Snowball samplingReferrals, the bias risk, and how to counter it

What it is. At the end of a conversation, you ask the person who else you should talk to. Each new person can refer more, so the sample grows like a snowball. It works well for groups that are hard to find through official channels: night-shift workers, small business owners, people who stopped using a service.

How to ask for a referral:

  • “Who else should we talk to who sees this differently than you do?”
  • “Is there someone who has had a hard time with this, or who gave up on it?”
  • “Would you be willing to pass our contact on to them, so they can decide whether to reach out?” Letting people choose protects their privacy.

The bias risk

People refer people like themselves: same team, same friend group, same opinions. A long chain from one starting person can sound like a pattern when it is really one network talking.

How to counter it

Seed several chains from different groups and places. Ask for someone who disagrees. Limit how many referrals you take from one person. Log who referred whom so you can see your chains.

Saturation, extremes and mainstreamsWhen to stop, and who to include

Saturation, in plain terms. You are near saturation for a group when new conversations stop adding new themes: you can predict what the next person will say. Check it group by group, not for the whole sample. Ten students and one manager is saturation for nobody on the management side.

A simple test: after each conversation, write one line in the notes column on what was new. When the last two or three in a group add nothing new, say so in your methods. Do not claim saturation without that evidence.

Extremes and mainstreams. Your required text, The Field Guide to Human-Centered Design (IDEO.org), includes a method by this name. Talk with mainstream users, and also with people at the edges: heavy users, people who avoid the service, experts and first-timers. Extremes make needs easier to see, and mainstreams keep you grounded. Record in your log which is which, so your report can show the effort you made to include both.

Do this, not thatHabits that keep the log useful all year

Do this

  • Start the log on day one, before the first interview.
  • Log each conversation the same day.
  • One row per conversation. In a group conversation, give each person a code and note “group of 3.”
  • Note who you tried and could not reach, and why.
  • Keep one shared sheet the whole team uses.
  • Log prototype tests too. They count as interactions.

Not that

  • Rebuilding the list from memory in April.
  • Names, emails or phone numbers in the log.
  • Four teammates, four private spreadsheets.
  • “About 30 people” when you cannot list them.
  • Asking demographic questions nobody will use.
  • Percentages for groups of five.

Try it: Interviewee Log and Sample Summary

Tool · BUAD 497

Interviewee Log and Sample Summary

Log every conversation with a code, not a name. Get the “We interviewed N people” sentence for your report, poster and client.

  1. 1Log
  2. 2Check
  3. 3Share
Your optional fields Only what matters to your challenge
    Agree on 2 to 4 as a team. Ask with consent, and always allow “Prefer not to say.”
    Add a conversation One row per conversation
    A code, never a name.
    Their relationship to the problem.
    No names, emails or phone numbers.

    Your log

      Could not reach Who you tried and missed

        Your sample sentence

          Counts and percentages
          Referral chains
          All checks

            Put it to work: your sample in briefs, the report and the poster

            This is your first full research project, and your log is the dataset behind it. It feeds your Weekly Consulting Brief every week, the Final Prototype Presentation in the fall, and in the spring the Research Approach and Users and Perspectives sections of your HCD Technical Report and the Research Approach column of your EUReCA poster.

            1. Set up one shared log on day one

              Make one team-only sheet in your UT account with the columns from the tool, or start from the SmithGLS Interview Log you used in BUAD 317. Agree on your 2 to 4 optional fields.

              Your deliverable: a shared log with headers, optional fields and a “how we protect people” note at the top.

            2. Plan the mix before you recruit

              List the groups who live with, decide about or work around the problem. Mark extremes and mainstreams. Pick at least two starting points per group for any snowball chains.

              Your deliverable: a target list in the same sheet, with the groups you still need.

            3. Log every conversation the same day

              One row per conversation: code, group, how found, method, date, length, interviewer, note taker, consent and where the quotes live.

              Your deliverable: a complete row for every interview, observation and prototype test.

            4. Report the count every week

              Put the week’s numbers and the running total in your brief, including misses.

              Your deliverable: a line in your Weekly Consulting Brief, such as “Interviewed 4 this week (2 nurses, 2 managers). 18 people total. Still no night-shift pharmacists.”

            5. Check your mix before the Final Prototype Presentation

              Load your log into the tool. Fix the warnings you can: thin groups, one dominant group, one long referral chain, missing consent.

              Your deliverable: one “who we learned from” line on your methods slide.

            6. Write the methods paragraph

              Start with your sample sentence. Add how you found people, how many times you met, and who you could not reach.

              Your deliverable: the “who participated and how” and limitations text for the HCD Technical Report and the EUReCA poster.

            Example: a methods paragraph built from a logA made-up campus project

            Example (fictional): a campus career center’s drop-in hours.

            “We interviewed 16 people in 17 conversations between September 2 and October 8: 8 students, 4 career center staff, 3 employer recruiters and 1 recent alum. Our client contact introduced us to staff and recruiters. We recruited students through outreach, at the drop-in line, and by snowball referral (6 students, all through one starting student). We shadowed the drop-in desk once and returned to one staff member to test a paper sign-up card. 8 of 16 participants were women. Limitations: our student voices lean toward one friend network, we heard from only one alum, and we could not reach evening-only students or recruiters from small companies.”

            Notice what it does: counts, groups, sources, an honest snowball warning, and the gaps. The tool’s example produces the same warnings, so you can see where each sentence comes from.

            Before you submitCheck your log and your sample sentence
            • [ ] Every row has a code, not a name, and the name-to-code key (if any) lives in a separate team-only file.
            • [ ] Consent is noted for every conversation.
            • [ ] Every row has group, how found, method, date, length and interviewer.
            • [ ] Snowball rows say who referred them, and no single starting point dominates.
            • [ ] Every group you quote has at least 3 people, or you name it as a limitation.
            • [ ] Optional demographic fields are few, relevant and allow “Prefer not to say.”
            • [ ] Your sample sentence uses counts for small groups (“11 of 24”), not percentages alone.
            • [ ] Who you could not reach is in your limitations.
            • [ ] If you used AI, no names or confidential client data went into a public tool, and your AI statement says how you used it.

            Go deeper


            Back to all BUAD 497 topics · Next: The Business Model Canvas

            In-class team activity · 25 min

            Who's In Our Dataset?

            By the end: A checked interviewee log for your client project, a sample sentence you can defend, and a plan to reach the voices you are missing. Your instructor will give you the password in class.

            Part of the Smith GLS human-centered leadership sequence: IB 407, BUAD 317, BUAD 497 and BUAD 417, toward the Human Centered Consulting Certificate.

            Frequently asked questions

            What is an interviewee log in qualitative research?

            An interviewee log is a record of every person your team talks to, kept from day one. For each conversation it notes a participant code instead of a name, the date, method and length, the person's group or role, how you found them, who interviewed, whether consent was given, and where the notes live. It lets you say clearly who you learned from.

            How do you describe a qualitative research sample in a report?

            Build one sample sentence in order: how many people and conversations and when, the breakdown by group, how you found them, only the demographics that matter, and who is missing. For example: "We interviewed 24 people: 13 students, 7 staff and 4 alumni." Lead with counts before percentages, and state plainly any group you could not reach.

            Should you use percentages with a small qualitative sample?

            With small numbers, lead with counts, not percentages. With 8 people, one person is 12.5 percentage points, so "63% of recruiters" really means 5 of 8. The course rule of thumb: under 10, use counts only; 10 to 29, count first then percent; 30 or more, percent is fine with the count. Skip significance tests in qualitative work.

            What is the difference between purposeful and convenience sampling?

            Purposeful sampling means choosing people on purpose because they can teach you about the challenge, such as groups who live with the problem or decide about it. The term comes from Michael Quinn Patton. Convenience sampling means talking to whoever is easy to reach, like roommates. It is fine for practice but risky as main evidence, since friends may echo your own assumptions.

            What is snowball sampling and how do you reduce its bias?

            Snowball sampling means asking each person who else you should talk to, so the sample grows through referrals. It helps reach hard-to-find groups like night-shift workers. The risk is that people refer people like themselves. Counter it by seeding several chains from different groups, asking for someone who disagrees, limiting referrals per person, and logging who referred whom.