“A Lesson in Guide Development: Part 1” discusses the importance of giving careful attention to the research objectives and related constructs when developing an in-depth interview (IDI) or focus group discussion guide. One of the useful ways to learn about guide development is to study the guides created by others.

In that spirit, “Part 1” provided a basic guide structure that was adapted from a published focus group research study. The reader was asked to think about “how, if at all, you would change the design of the questions and/or the order in which the questions are asked.” You might want to go back and look at the guide structure presented in “Part 1” before looking at the approach discussed below.

A significant concern with the guide outlined in “Part 1” is that it fails to prioritize gaining the necessary context that the moderator needs in order to effectively achieve the research objective — “To identify the barriers to purchasing & consuming fresh fish, and explore options for reducing these barriers.” The discussion begins with “Why do you eat fish?” But that is not what the moderator really wants to learn about at this early point in the discussion. What the moderator needs to learn about at the onset of the discussion is participants’ preferences in food along with their purchase and consumption behavior. It is only within this context that the moderator can fully understand and effectively question group participants pertaining to the research objective concerning fresh fish.

It is the four-stage funnel approach to guide development that enables the moderator to achieve the necessary context, from which the moderator can truly learn about the participants as it relates to the research objective. As a quality approach to guide development, the four-stage funnel design begins broadly and then increasingly narrows the focus of discussion to reach the key objective(s).

As an example, the guide structure presented in “Part 1” has been recreated using the four-stage funnel approach and is outlined below.