02.02Instrument DesignAvailable

Discussion Guide Design

Design discussion and topic guides for interviews, groups and workshops: right length, right order, probes that deepen without leading.

Free. Works on Claude, ChatGPT, Gemini or any assistant that accepts a skill file.

What this skill does

The method, encoded.

The commonest failure in qualitative instrument design is a category error: the guide gets written as a questionnaire in prose. Forty numbered questions, each a full sentence to be read aloud. In the room it becomes an interrogation. The moderator, conscious of the list, asks and moves on, and never asks the second question, which is where qualitative research actually happens.

This skill treats a guide as what it is: a flexible instrument for a moderator, not a script for a respondent. It covers the funnel structure and the sequencing rules that cannot be undone, the honest arithmetic of what fits in 45, 60 or 90 minutes, warm-up and rapport, where sensitive material belongs, the four-level probing architecture of topic, question, probe and prompt, how to write probes that do not lead, where stimulus is shown and what must be collected before it, when projective and enabling techniques earn their time, group dynamics and when a group is the wrong instrument, repeat-contact guides, and adaptation across markets and languages.

It produces a section brief with a stated purpose for every section, the guide with a separated moderator layer, a timing plan, a cut log and review points.

Best used for

  • Turning objectives into a guide that fits the session length
  • Preventing the forty-question guide and the guide written as a script
  • Deciding where stimulus is shown and what must be collected before it
  • Ordering sensitive material so participants can answer it honestly
  • Designing group dynamics rather than relying on moderator skill
  • Writing probes that deepen without leading
  • Holding comparability across waves, markets and moderators

Typical inputs

What you give it.

Research objectives with the decisions they inform, Instrument and session length (depth, paired depth, group, workshop), Participant definition and the recruitment framing already used, Stimulus in the form participants will see it (optional), Moderator identity, experience level and number of moderators (optional), Analysis approach or intended unit of analysis (optional), Previous wave or prior sessions with the same participants (optional), Market and language list, and constraints on the room (optional)

Typical outputs

What you get back.

Section brief with purposes, exit conditions, minutes and cut priority, Full discussion guide in session order, moderator layer separated, Marked stimulus exposure boundary, Timing plan with cumulative markers and a cut-priority order, Moderator briefing notes, handling and escalation instructions, Cut log with reasons and reinstate conditions, Revision log where the guide changes in field, Consolidated review points

Method coverage

What the skill works through.

  1. Why a discussion guide is not a questionnaire in prose
  2. The governing rule: every section states what a successful section sounds like
  3. The section brief, and building it before you write questions
  4. The honest arithmetic of 45, 60 and 90 minutes
  5. Airtime in a group, and why exercises cost more than they look
  6. The funnel: broad to narrow, unaided before aided, spontaneous before prompted
  7. Warm-up, rapport, and the contract set in the first five minutes
  8. Topic, question, probe and prompt: the four levels
  9. How to write a probe that deepens without leading
  10. Where sensitive material belongs, and what the moderator needs to be told
  11. Stimulus placement and the exposure boundary
  12. Projective and enabling techniques, and when they earn their place
  13. Group dynamics: dominance, convergence, composition, and when a group is wrong
  14. Guides for repeat and longitudinal contact
  15. Adapting a guide across markets and languages
  16. Moderation modes and what each one costs
  17. Revising a guide once fieldwork shows it is wrong

Download

Free skill. One file.

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How to install

Add the skill file and the five kernel protocols to a Claude Project, a ChatGPT Project, a Gemini Gem, or paste them at the top of any assistant conversation. Then give it your real research material, not a description of it.

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Questions

Common questions.

How many questions should a discussion guide have?

Far fewer than most guides contain. A primary question explored with real probing takes 4 to 8 minutes and a reconstructed episode takes 8 to 12, so a 60-minute depth interview supports four to six lines of questioning, which is eight to twelve questions the moderator will actually ask. A guide with forty questions has usually written every probe and every prompt as though it were a question, and in the room it produces forty shallow answers instead of five deep ones.

What is the difference between a discussion guide and a questionnaire?

A questionnaire is an instrument for the respondent: fixed wording, fixed order, asked identically every time so that answers can be counted. A guide is an instrument for the moderator: it fixes the purpose, the sequence and the boundaries, and deliberately leaves the route between the opening question and the exit condition free, because the valuable material is usually in the direction nobody predicted. Writing a guide with questionnaire discipline removes exactly the thing qualitative research is for.

What order should topics go in?

Broad to narrow, and four rules in priority order. Unaided before aided, without exception, because once you have named a brand or a reason, spontaneous salience of it cannot be recovered. Spontaneous before prompted, so the prompt list checks coverage rather than structuring the answer. General before specific, because a specific failure raised early re-frames everything after it. Behaviour before attitude on the same object, because attitudes reported after an episode get rationalised into consistency with it.

How do I write probes that do not lead?

Write probe classes rather than scripted follow-ups, and test each one four ways. It must not introduce a noun the participant has not used. It must not offer a candidate answer ("was it because it was expensive?"). It must not carry an evaluation, because repeated enthusiasm teaches the participant which answers are rewarded. And it must not be answerable "yes" by someone with nothing to say. Balance matters too: probing positives twice and negatives once leads through attention, even when every individual probe is neutral.

Where should stimulus be shown in an interview or group?

Late, and behind a boundary you draw explicitly in the guide. Everything above that line is pre-exposure data and can never be collected again: spontaneous vocabulary, current behaviour, unaided awareness, and the problem as the participant frames it. Below the line, everything is a reaction to a document. Where more than one stimulus is shown, rotate the order across sessions and record which order each session used, or a concept effect and an order effect become indistinguishable.

Are projective techniques worth using?

Only when three things are true: a direct question would predictably produce flat, normative or socially managed answers; the technique reaches material the direct route cannot; and there is an interpretation rule agreed before fieldwork saying what the output means. Otherwise it is decoration, and decoration in a 60-minute session costs a whole line of questioning. Two disciplines apply: the collage or the completed sentence is a prompt for talk and the talk is the data, so budget the debrief as the larger half; and a projective output never establishes an unconscious motivation, it generates material an analyst interprets, and the interpretation must be visible as interpretation.

How do you stop one person dominating a focus group?

By design, not by moderation heroics. Private written responses before open discussion, timed go-rounds, direct nomination by name, splitting into pairs for five minutes, and physical artefacts that occupy hands and equalise turn-taking. These are structural remedies that can be specified in advance and repeated. Asking a moderator to manage a dominant participant in the moment is a hope, not a design.

When is a focus group the wrong instrument?

When the material requires privacy: debt, health, shame, family conflict, workplace grievance, anything a participant manages the presentation of in front of peers. Also when the objective needs an individual decision journey reconstructed, when prevalence will be inferred from what was said, or when status or power differences within the group would silence the lower-power participants. A group produces a socially negotiated account, which is genuinely valuable for range, vocabulary and norms, and genuinely unsuitable for the private and the counter-normative.

Should I ask people whether they would buy or use something?

No. Stated future behaviour in a moderated setting measures politeness and imagination, and the answer is systematically generous. Ask what they did last time, what they nearly did, what they considered and rejected, what stopped them, and what would have had to be different. The same applies to asking people to explain their own unconscious motivations directly: they will give you the most culturally available explanation, fluently.

Can I change a discussion guide once fieldwork has started?

Yes, and often you must. A guide is a hypothesis about the conversation, and the first sessions are the test. Treating it as fixed once fieldwork has shown it is wrong wastes every remaining session. The condition is that the change is logged: what changed, when, why, and which sessions used which version, so the analyst can tell whether a difference between session three and session eight is a participant difference or an instrument difference. Where a tracked or multi-market study depends on comparability, changing the fixed spine is a researcher's decision, not an editing decision.

How do you adapt a discussion guide for other markets and languages?

Comparability lives at the level of objective, section purpose and sequence, not at the level of the sentence. Hold five things fixed across markets: objectives, section order, the unaided-before-aided boundary, the stimulus and its exposure point, and the probe classes. Let five things vary: exact wording, warm-up, examples, time distribution, and the choice of enabling technique, since some do not travel. Translate the intent rather than the words, log every adaptation so market differences can be told apart from instrument differences, and get a local reading before findings are fixed.

Can AI write a discussion guide?

It can draft one quickly, and the risk is specific: generated guides tend to be fluent, comprehensive, evenly balanced across every objective, and roughly three times too long for the session booked. Used properly, AI should be required to produce the section brief, the timing arithmetic and the cut log alongside the guide, should never invent stimulus content or concept copy that was not supplied, and should never generate example participant answers, which have a habit of migrating into analysis documents. A guide with nothing cut has not been designed.

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