Scoring Criteria
All four elements present. Every question is open-phrased (not yes/no or leading toward a specific answer), neutrally worded (no value-laden terms), accompanied by 2-4 probe prompts to extend the response, and sequenced from general to specific within each topic block.
All questions open-phrased. No more than two questions contain mild leading wording or have insufficient probes.
Half or more questions are open and neutrally worded; the remainder have isolated issues (closed phrasing, missing probes, or out-of-order sequencing). Issues are not systematic.
More than 20 percent of questions are closed, leading, or sequenced poorly. Probes mostly absent.
Questions systematically closed-ended, leading, or unanswerable through open dialogue.
All five elements present. Complete introduction script (who, purpose, time, voluntary, recording), rapport-building warm-up questions (1-3 low-stakes openers that help the respondent settle and build conversational trust), main-topic flow with logical transitions, sensitive topics placed in the second half or later, closing script with thanks, summary check, and next-step communication.
At least four of five elements present. Introduction and main flow clear; warm-up, sensitive-topic placement, or closing partial.
At least three of five elements present. Introduction and main topics covered but warm-up missing, sensitive topics not deliberately placed, or closing minimal.
Two or fewer elements present. Guide jumps to main questions without introduction or warm-up. No closing script.
No protocol structure. Questions listed without introduction, transitions, or closing.
All six elements present. Informed consent covers purpose, voluntary participation, right to refuse or withdraw, confidentiality, contact information, recording consent. Interviewer notes acknowledge power dynamics and provide positioning strategies (language register, physical positioning, probing without pressure, validating refusals, avoiding expressions of surprise or judgment).
Five of six elements present. Consent comprehensive; interviewer positioning briefly present or one consent element partial.
Four of six elements present. Consent covers core (purpose, voluntary, confidentiality) plus one secondary element. No or minimal interviewer positioning guidance.
Three or fewer elements present. Consent superficial. No interviewer positioning guidance.
No consent procedure or no interviewer guidance on ethics.
All four elements present. Every main question maps to a research question, sub-question, or indicator. No orphan questions. Every required topic in the research design is covered. Probes serve the parent question rather than introducing new topics.
At least three of four elements present. Main questions trace to research questions; up to two orphans or one required topic with weak coverage.
Half or more questions trace to research questions, with up to four orphans. Most required topics covered but one or two have weak or indirect coverage. Probes drift on occasion.
Less than half of questions trace to research questions, OR several required topics not covered, OR probes routinely introduce unplanned content.
No traceable link between guide questions and research aims.
All four elements present. Interviewer role explicitly defined (posture and demeanor, self-introduction, handling sensitive disclosures or emotional responses), rapport-building strategies for a one-on-one context (language register, warm-up pacing, active listening cues, following the respondent's lead within topic blocks), recording protocol specified (audio device, backup notes, transcription plan), debrief plan included (post-session note-taking on observation and context, debrief with a colleague or supervisor).
At least three of four elements present. Role and rapport strategies addressed; recording or debrief plan partial.
At least two of four elements present. Role and recording named but rapport strategies generic. No debrief plan.
Interviewer role mentioned in passing. No specific guidance on rapport, recording, or debrief.
No interviewer guidance.
Score Interpretation
| Total (out of 25) | Band | Next Step |
|---|---|---|
| 22-25 | Strong | Guide is ready for fielding with minor refinements only. |
| 17-21 | Adequate | Address flagged dimensions before fielding. Plan an interviewer briefing if one is not documented elsewhere. |
| 11-16 | Needs Revision | Substantial revision required. Use Revise prompt with AI output as your revision brief. |
| 5-10 | Substantial Revision | Start from a validated template. Rebuild with research questions and consent requirements as anchors. |