Interview synthesis sheet

How to use this. Fill in one sheet per round of interviews, soon after the round ends. Write observations before interpretations, and keep the raw notes untouched in their own file.

1. The round

Question this round was meant to answer:
Interviews in this round:
Who you spoke to and how you found them: say if most came from one source, such as friends or one introducer.
Who observed or took part in the analysis:
Consent: [ ] Each participant agreed to the interview. [ ] Each participant agreed to any recording.
Where the raw notes are stored, and who can open them:

2. Observations

One observation per row, in plain words, with no interpretation. Code each one:

D is something the person did.
S is something the person said about the past.
P is a prediction of what the person would do.

ID	Interview	Code (D, S or P)	Observation
1
2
3
4
5

3. Clusters

Group observations that belong together and give each group a plain name.

Cluster name	Observation IDs	Interviews covered	Single case or pattern?

4. Findings

Finding (one plain sentence)	Evidence (interviews, and how many are D, S or P)	Confidence (high, medium, low) and why	What it changes

5. What you do not know

Interviews that disagreed with a finding, and how:
Questions the interviews did not answer:
People you have not yet spoken to, who could change a finding:

6. Decisions this informs

Decision	Which finding it rests on	Next test or step	Owner

7. Example of a filled row

Illustrative example, not a real company. A fictional shift-scheduling tool for small cafes.

Finding	Evidence	Confidence and why	What it changes
Owners fix schedule conflicts by text message on the day.	Six of eight interviews. Five D, one S.	High: most are things people did.	Test a same-day change feature before a planning feature.

[ ] Every finding points to specific interviews.
[ ] Predictions are not counted as behavior.
[ ] Disagreeing interviews are listed.
[ ] Names and contact details are not on the sheet.
[ ] Contact details are deleted when you no longer need them.
[ ] The sheet is saved with the date, next to your conversation log.