Conducting a pilot study: case study of a novice researcher

Affiliations.

  • 1 Lecturer, Intellectual Disability Nursing, Department of Nursing and Midwifery, University of Limerick.
  • 2 Intellectual Disability Nurse, Daughters of Charity Service, Ireland.
  • PMID: 26618678
  • DOI: 10.12968/bjon.2015.24.21.1074

Pilot studies play a vital role in health research, but are often misused, mistreated and misrepresented. A well-conducted pilot study with clear aims and objectives within a formal framework ensures methodological rigour, can lead to higher-quality research and scientifically valid work that is publishable and can benefit patients and health service delivery. A pilot study contributes valuable information to assist researchers in the conduct of their study. Conducting a pilot study provides the researcher with the opportunity to develop and enhance the skills necessary before commencing the larger study. By conducting a pilot the researcher obtains preliminary data, can evaluate their data-analysis method and clarify the financial and human resources required. This article presents an overview of pilot studies, why they are conducted, what to consider when reporting pilot studies and the authors' experience of conducting a pilot study. To conduct a successful study, researchers need to develop their skills, choose the right methods and carefully plan for all aspects of the process.

Keywords: Nursing research; Pilot projects; Research design.

  • Nursing Research*
  • Pilot Projects*
  • Research Design*

Amanote Research

Conducting a pilot study: case study of a novice researcher, british journal of nursing - united kingdom, doi 10.12968/bjon.2015.24.21.1074.

Available in full text

November 26, 2015

Mark Allen Group

Related search

Conducting a microbiome study, determinants of hoophouse profitability: a case study of 12 novice michigan farmers, a pilot study, the role of empathy in case management: a pilot study, aquaponics pilot system: case study, self-efficacy beliefs of novice french as a second language teachers: a case study of ontario teachers, “conducting is everywhere” a case study of the development of preservice music teacher occupational identity in a beginning conducting course, identity formation among novice academic teachers – a longitudinal study, feasibility of conducting an active exercise prehabilitation program in patients awaiting spinal stenosis surgery: a randomized pilot study.

chrome icon

Conducting a pilot study: case study of a novice researcher

2,707  citations

491  citations

51  citations

View 5 citation excerpts

Cites background or methods or result from "Conducting a pilot study: case stud..."

... Publishing is important for a number of reasons, not the least of which is that learning from the results of other pilot projects could potentially conserve time, energy, and research resources (Hinds & Gattuso, 1991; Doody & Doody, 2015; Eldridge et al., 2016). ...

... More importantly, in research involving humans, it can minimize the impact on human subjects (Connelly, 2008; Conn et al., 2010; Wolfe, 2013; Doody & Doody, 2015) and facilitate culturally competent research (Kim, 2011). ...

... Nevertheless, as described above, properly conducted pilot studies can greatly strengthen outcomes of the main study regardless of the field (van Teijlingen & Hundley, 2002; Cohen, Manion, & Morrison, 2007; Gudmundsdottir & Brock-Utne, 2010; Leon et al., 2011; Doody & Doody, 2015). ...

... …that not only can pilots help answer methodological questions that could guide the researcher toward “empirically determined non-arbitrary answers to design issues” that need to be addressed (Prescott & Soeken, 1989, p. 60), pilot studies can serve other important purposes (Doody & Doody, 2015). ...

... For the purposes of this paper, the definition of pilot study put forth by Doody and Doody (2015) is used, where “a pilot study is a small-scale version of a planned study conducted with a small group of participants similar to those to be recruited later in the larger scale study” (p. 1074). ...

33  citations

24  citations

View 1 citation excerpt

Cites methods from "Conducting a pilot study: case stud..."

... A pilot interview was carried out prior to the study to ensure the suitability of the interview guide, and no changes were necessary (Doody & Doody, 2015) with interviews conducted between March and June 2016. ...

4,934  citations

3,566  citations

View 1 reference excerpt

"Conducting a pilot study: case stud..." refers background in this paper

... When qualitative researchers highlight the significance of pilot studies they often do so to comment on specific aspects of research design, with interview protocols most frequently cited (Silverman, 2013). ...

2,365  citations

1,981  citations

View 2 reference excerpts

... In this sense, a pilot study can be used to support researchers (Kilanowski, 2006) and enhance the credibility of a study (Padgett, 2008). ...

... Despite the significance and usefulness of pilot studies, the availability of literature discussing pilot work in qualitative studies is limited (Beebe, 2007; Padgett, 2008) and its relevance and appropriateness has been somewhat disputed. ...

Related Papers (5)

Trending questions (2).

Not addressed in the paper.

The provided paper does not mention anything about conducting a follow-up study after a pilot study.

Ask Copilot

Related papers

Contributing institutions

  • Follow University of Limerick on Facebook
  • Follow University of Limerick on X/Twitter
  • Follow University of Limerick on Instagram
  • Follow University of Limerick on Linkedin
  • Follow University of Limerick on Youtube
  • Follow University of Limerick on Tiktok
  • Search University of Limerick website

Conducting a pilot study: case study of a novice researcher.

European Proceedings Logo

  • Publishing Policies
  • For Organizers/Editors
  • For Authors
  • For Peer Reviewers

Search icon

The Process Of Qualitative Interview: Practical Insights For Novice Researchers

email address

Qualitative research offers a thorough investigation into a particular phenomenon or an issue. The nature of this approach is considered particularly useful in the study of behavioural issues, personal, and sensitive topics. Moreover, this approach gives researchers the proper tools to understand issues and problems in their natural settings. Data collection tools in qualitative research differ from one approach to another. Nevertheless, interviews remain one of the most crucial tools in extracting rich and genuine insights about the issues being studied. Additionally, it grants the researchers close access to the participants’ perspectives and experiences. However, most researchers enter this arena without any prior experience or sound knowledge about the required skills to ensure an effective and dynamic interviewing process. Unlike quantitative research, qualitative data collection tools can be puzzling especially if this was coupled with the lack of experience. Thus, this study presents practical insights pertaining some effective ways to conduct proper interviewing process. The study was conducted relying on both document analysis and field-work experience. These practical insights are geared towards novice researchers. Also, these prerequisite steps are based on fieldwork experience as well as previous academic literature works.

Keywords: Data collection , interviews , qualitative research , social science

Introduction

The endeavours to sculpture the most effective approach in investigating theoretical and practical problems have been of a constant concern for social science scholars. Qualitative research is one of the fast-growing methods; this approach is designed to explore social interactions and comprehend people’s perspective, delves into individuals’ experiences, the nature of their behaviours, and what affects their behaviour. According to ( Pope & Mays, 1995, pp. 42-45 ) qualitative research is all about “reaching the parts other methods cannot reach.” ( Rowan & Huston, 1997 ). Thus, it involves a systematic process of collecting, organizing, and interpreting the derived data from interviews, observations, documents and other artefacts.

Qualitative methods are utilized mainly in the investigation and the study of meanings pertaining to social phenomena as encountered by individuals themselves, in their day to day life ( Malterud, 2001 ). Recently, Qualitative approaches have developed into a vast and sometimes almost perplexing field of research. However, these approaches have become part of the preparation in empirical research methods in different fields of study and in a wide range of scholarly disciplines. This wide variety of fields extends from psychology to sociology, to educational and economic studies, to cultural and behavioural studies, etc. ( Jenner et al., 2004 ). However, ( Creswell, 2007, p. 129 ) stated that while there are different types of data in qualitative research, all data falls into four primary categories “observations, interviews, documents, and audio-visual materials” ( Jacob & Furgerson, 2012, p. 1 ).

One of the primary sources of data in qualitative research is obtained through one-on-one interviews or focus-group interviews. Qualitative interviewing is a powerful and flexible research tool which can be utilized to discover and explore new ranges of research ( Britten, 1995 ). Among the various types of qualitative interviewing; semi-structured is the one widely used in social sciences disciplines. This type of interview is conducted based on flexible structure comprised of open-ended questions that articulate the issue to be explored, at least, to begin with, then the researcher or the participant may diverge and extend his answer in order to follow up an idea in more details ( Britten, 1995 ). Furthermore, the purpose of using semi-structured interviewers is to attempt to be sensitive and interactive to the concepts and words expressed by the interviewee and try to keep the interview guide flexible. Its purpose also is to plunge below the surface of the issue being investigated, examine what interviewees say in great detail, and unveil new insights, ideas, and concepts which were not expected at the beginning of the investigation. Additionally, one crucial aspect of interviewing is that the researcher should grasp interviewees’ meanings instead of depending on their presumptions.

Interviewing is a crucial research tool, and it is rapidly becoming a vital instrument in qualitative research. Even though much has been written on how to analyse and interpret qualitative data cultivated from interviews and observations. Nevertheless, far less has been written on how to conduct an effective and robust interviewing process. The primary purpose of this paper is to offer practical techniques on how to prepare and conduct qualitative one-on-one semi-structured interviews. As researchers, we need the stories of people for various purposes. They assist us in uncovering phenomena, allow us to describe people, and offer many improvements in different fields of research. By authentically nurturing the stories of others, not just our different areas of studies but also qualitative research will be improved by what we learn ( Jacob & Furgerson, 2012 ). Most importantly, interviews are effective tools by which we can investigate and address real-life problems. .

Problem Statement

Qualitative research has gained an important status across the different disciplines of social sciences. However, the application of the various qualitative approaches is less common compared to quantitative approaches. This is mainly due to the lack of resources that provide comprehensive and practical knowledge on the different steps and requirements of conducting proper qualitative research. Moreover, most people, especially students and novice researchers have very limited exposer to qualitative approaches during their education and training. Most academic and professional training focuses more on quantitative approaches while neglecting the importance and uniqueness of qualitative research.

Qualitative research provides researchers with the tools that allow them to delve deeply into meanings, social and organizational issues, and closely engage with phenomenon in their natural settings. Worldwide, qualitative researchers investigate the tapestries of daily existences, people's understandings, memories and imaginations, the ways in which social structures, organisations, discourses, or relationships operate, and the importance of the interpretations they create ( Chowdhury, 2015 ). Yet, most research students and novice researchers are less inclined and prepared to adopt qualitative research in their research. Furthermore, despite the abundant school of thoughts, philosophies, and theories on qualitative research approaches. Practical guides on the different phases of qualitative research are far behind other research approaches, especially within the disciplines of social sciences. Thus, it is important for qualitative researchers and scholars to generate practice-based insights for novice researchers and students in order to help them enter and thrive within the field of qualitative research. In line with this, the current study focused on providing insights on conducting effective qualitative data collection using semi-structured interviews.

Research Questions

The study was guided by one main research question - what are the necessary skills and/or steps in conducting effective qualitative data collection using semi-structured interviews?

Purpose of the Study

The purpose of this study is to identify the best skills and/or steps in conducting qualitative data collection using semi-instructed interview. The following parts of this study discuss the skills and steps by which researchers can improve the quality of their data collection process through semi-structured interviews. The following four tips are recommended for beginner researchers in the fields of social sciences who seek to establish robust knowledge and practice in qualitative research interviewing. However, this paper does not claim to offer one-fits-all techniques; these suggested insights are the result of field-work experience in semi-structured qualitative interviewing backed by previous academic works. Hence, it is not holistic nor above criticism as it reflects a personal research experience. The ultimate purpose of this paper is to improve the experience of qualitative data collection through interviewing and interacting with respondents. Finally, it is important to bear in mind that there are various schools of thoughts regarding the nature as well as the procedures of qualitative research. Nevertheless, taken together, the steps presented in this study offer a practical guide to a better data collection process using semi-structured interviews.

Research Methods

The study was conducted relying on both document analysis and field-work experience to collect and analyse the data. Document analysis is a qualitative research approach where documents and previous scholarly works are evaluated and reviewed in a systematic manner to answer the research question. This approach can assist researchers in uncovering meanings, discovering insights, and developing an understanding about the relevant research issue ( Bowen, 2009 ). The findings of this study are the results of a mixture of previous scholarly work and field-based experiences of the researchers.

The following sections present the key steps and techniques in conducting effective qualitative data collection using semi-structured interviews.

Preparation for the Interview Process

The various qualitative research designs are focused on gaining a deep and detailed understanding of a particular phenomenon or are concerned with meanings that are embedded in the why and how of a specific process, issue, scene, situation, a subculture or a group of social interactions ( Dworkin, 2012 ). For this reason, an essential step in the process of qualitative research is to carefully locate potential people or places to study. Also, researchers should plan for, and anticipate, in advance for any possible obstacles in gain access to organizations or individuals. Another important aspect in the initial stages of data collection is to be aware of the most research tools that can be applied to create rapport with respondents so that they will be willing to give valuable information. A strongly interrelated phase in qualitative research includes identifying a method for the purposeful sampling of sites or individuals ( Creswell & Creswell, 2017 ).

When we interview, we ask people to share their stories, their personal experiences, and perspectives ( Jacob & Furgerson, 2012 ). Hence, gaining proper knowledge about the respondents of the study is crucial if the researcher wants to build trust with the interviewees. Doing background research on the respondents, their field of work, level of education, their organizational and cultural context is essential to the process of interviewing. Approaching the respondents without prior knowledge of their background can lead to several issues that can influence the effectiveness of the interviewing process and might result in mistrust or misunderstanding especially if the issue being investigated of relative sensitivity. This is most relevant in cross cultural studies. Additionally, the data collection process is a series of interrelated activities which aim at collecting robust information to address emerging questions ( Creswell & Poth, 2016 ). A significant part of this interconnected process of qualitative data collection is getting familiar with the subjects of the study before starting the interview process. There must be a consistency between the different stages of qualitative research.

More so, according to Creswell & Creswell ( 2017 ), the current discussion on qualitative interviewing stresses on the significance of reflecting upon the relationship between the researcher and the participants of the study ( Creswell & Creswell, 2017 ). collecting and analysing information related to the interview’s issues and subjects is a crucial initial step in the preparation of the interview. This information offers ideas and concepts for potential questions and assists in understanding the interviewees’ cultural context and the environment where they live ( Dilley, 2000 ). One way to make sure that the interview process will be conducted smoothly is to start with a pilot testing with few respondents or experts in the field of study. The pre-testing of the interview structure can guarantee that the interview structure is well-suited for the study, and most importantly, to assure a positive engagement from the part of the respondents. Knowing the respondents in terms of their educational, cultural, and organizational backgrounds helps in improving interviewer-interviewees relationship and mentally prepare the researcher for issues that might raise during the field work.

Timeframe and Funding

Very often, researchers neglect the issue of time and finding out of enthusiasm and eagerness to explore and investigate an issue of interest. Yet, without securing enough funding for the data collection phase, the process can be of a great challenge. Depending on personal resources can be financially exhausting. Collecting qualitative data using interviews is undoubtedly a taxing process, this is particularly relevant for novice researchers involved in research projects that require an extensive interviewing process such as grounded theory, case study research, and phenomenology. For example, Equipment issues are one of the concerns in conducting interviews; recording tools and transcribing equipments are required to be well-organized prior to the interview process ( Creswell & Creswell, 2017 ).

The ambition of conducting a robust data collection process should also coincide with the amount of time the researcher can have. Some research projects require a long period of time and in some cases a team of collaborators and research associates. Thus, having enough funding or proper financial sources is very crucial to the success of any research project. Novice researchers using qualitative approaches are usually challenged by the volume of time required to gather qualitative data and also by the richness of the collected data. Thus, novice researchers could ease this process by engaging in a limited data collection phase and start with a pilot study to acquire initial experience ( Doody & Doody, 2015 ). The limited data collection phase may include one or two observations or interviews for the purpose of estimating the needed time to collect sufficient data ( Creswell & Creswell, 2017 ).

Developing the Interview Questions

One of the most important elements of the interview design is creating effective and coherent research questions ( Turner III, 2010 ). Preparing the interview guide or the interview questions is vital to the effectiveness of the data collection. Interview questions work as roadmap for the journey we want our interviewees to take. These questions serve as a map we suggest for our respondents to guide them to markers and landmarks that we believe are crucial to our study and to the understanding of the issue being studied. Likewise, an interview is a communication act and the researcher are one of its main actors. The interview questions work as a script for us to refer to, but similar to every good actor, the interviewer should know his lines well before the curtain rises ( Dilley, 2000 ). The process of qualitative research is highly connected, this means that to develop clear and effective interview questions requires a clear and focused research question which implies that the purpose of the study must not be ambiguous and be clearly articulated.

Crafting the proper interview questions requires careful attention to the objective of the research and the nature of the study. Some sensitive topics require the involvement of experts in the field in order to avoid offending the respondents or ending up with superficial and/or insincere answers. Before even drafting the first interview question, the researcher should know what the research literature says about the respondents that might be involved in the study. A rigorous understanding of the key purpose of the research leads to a better structuring of interview questions that are grounded on the previous literature as well as the peculiarity of the issue being investigated. Also, the researcher needs to be aware of what differs from what previous research says, and which still need to be answered. It also helps in focusing or narrowing the interview questions in a way that will generate meaningful information ( Jacob & Furgerson, 2012 ). It is recommended that each research question to have a maximum of three interview questions. Moreover, some research questions require two or three interview questions in order to address different aspects of the issue being investigated. However, the researcher should be flexible and committed according to the nature of the study. This means that some broad research questions require more than three interview questions in order to fully cover the objective of the research.

After creating the main interview questions, the researcher moves to the next step which is drafting the probing questions or follow up questions. Probing questions are also a very useful tool in persuading the respondents in giving more information on the issue being investigated. Also, very often, some researchers try to strictly adhere to the interview guide, which may restrain them from getting valuable information. Having a well-structured interview guide is a necessity. However, the researcher needs to be resilient and steer the questions depending on the willingness of respondents to open up for more insights. With all that mentioned, As stated by Patton, good questions in qualitative interviews should be open-ended, neutral, sensitive, and clear to the interviewee ( Britten, 1995 ). It is important to mention that, follow-up questions should be based on the respondents' responses to pre-constructed questions. One way to keep the interviewer on track is by creating prompts or probes for each question. These probing questions assist in reminding the interviewer of his questions while at the same time give opportunity to unexpected information to emerge ( Jacob & Furgerson, 2012 ).

A proper interview guide should include an introductory section which contains an opening statement about the role and the position of the interviewer, an overview on the issue of the interview, and objective of the study. The introductory section should also include a brief explanation on guidelines and rules during the interview session which will help in making the process smooth and transparent. The second section of the interview guide should include the opening questions, key questions, probing questions, and ending questions ( Krueger, 2014 ). A well-structured interview guide is very crucial to the success of any interview session; it works as road map for the researcher towards the attainment of relevant data. Furthermore, the interview questions should involve the respondents and make them positively engaged in a fruitful discussion which will bring to light their perspectives and views ( Krueger, 2014 ).

Another significant aspect is that the interviewer should be aware of his communication skills. People skills are very decisive in increasing the reliability of the collected information, and the most vital communication skills is to show an interest in the respondent views and experiences to create a more friendly environment for the interviewee. As stated by Dilley “We must be inquisitive, intrusive perhaps but always in a polite and questioning manner” ( Dilley, 2000, p. 136 ). In addition, after a proper structuring of the interview questions, a pilot test is necessary as mentioned earlier to assist the interviewer in detecting possible weaknesses, flaws, or other limitations related to the design of the interview and give him/her the opportunity to make necessary modification before embarking in the data collection process ( Turner III, 2010 ).

Planning the Nature of the Interview Session

In deciding on the nature of the interview sessions, several factors should be considered prior to the process of interviewing. The interviewer should be aware of the roles and the positions of respondents of the study and their work schedule. This is important because some respondents might be more comfortable with phone interviews instead of face-to-face interviewing due to their hectic schedule. Others, on the other hand, prefer to meet and get to know the interviewer. These two forms of interviewing raise the question of the quality of recording devices; in some cases, the researcher needs to supplement the recording process with notes to fully capture the answers and perspectives of respondents.

Another important decision to make about the interview session is the location, the place where the interviewing process will be taking place is crucial to the attainment of sound data. Friendly, peaceful and less destructive location is best suitable for an effective interview session. Thus, the respondents should be included in making the decision about the location of the interview. These factors greatly affect the effectiveness of the respondents' willingness to participate positively in the study and avoid rejection. To create a perfect environment for the interview session, the choice of location and the timing are two major factors. Moreover, listening skills are a factor of great importance in the process of qualitative data collection and it is perhaps one of the most difficult to learn ( Dilley, 2000 ). The researcher wants to build trust with the interviewee as he or she collects important background data. This can be achieved by looking at the literature to help you decide what background data is important to collect ( Jacob & Furgerson, 2012 ).

In addition, the interview guide should offer wording that will help the researcher to ease any concerns the participant might have about confidentiality of information. This can be attained by giving participants plenty of time to read through the form and ask as many questions as she or he needs to ask. Also, the researcher should ensure that the interviewees understand that the interviewer will hold their confidence and that they may withdraw from the study at any time is an important aspect of gaining their trust. Building trust with the participants of the study will grant the researcher access to their authentic experiences which will help the trustworthiness of the study and the quality of the collected data. According to Creswell and Creswell ( 2017 ) given the complex skills required for conducting an effective interview, it is no surprise that the interview process is often referred to as a “craft” which can be developed by practice ( Creswell & Creswell, 2017 ).

Finally, the interviewees are the key source of information in qualitative research across a wide field of studies. Therefore, the researcher should provide a clear map to the purpose of the study and simplify the terms and key concepts of the interview questions. Participants should find no difficulties understanding its intended meaning, especially if the issue being investigated requires a thorough probing. According to Dilley ( 2000 ), interviewees need to be comfortable during the interview session, especially if a study addresses deep and complex issues. They also need to feel confident of their ability to respond to the interview’s questions and to have a clear idea on how their experiences fit in the study. This will often make interviewees reflect on their responses and sometimes provide multiple or extensive answers ( Dilley, 2000 ).

The main purpose of the current paper is to offer practical insights on the process of qualitative data collection through semi-structured interviews for novice researchers. The paper has presented four important steps for an effective interview process based on both practical experience and previous scholarly work. Although this study focuses on one-on-one interviews in data collection, the presented steps may well be useful for other forms of interviews. This paper contributes to the existing knowledge of qualitative research by providing practical tools and insights that can yield a better data collection process. The previous steps if put into practice by researchers, it will ease and boost the effectiveness and the realization of a robust interviewing process.

Bowen, G. A. (2009). Document analysis as a qualitative research method. Qualitative Research Journal, 9(2), 27.

Britten, N. (1995). Qualitative research: qualitative interviews in medical research. Bmj, 311(6999), 251-253.

Chowdhury, M. F. (2015). Coding, sorting and sifting of qualitative data analysis: Debates and discussion. Quality & Quantity, 49(3), 1135-1143.

Creswell, J. W. (2007). Five qualitative approaches to inquiry. Qualitative inquiry research design: Choosing among five approaches, 2, 53-80.

Creswell, J. W., & Creswell, J. D. (2017). Research design: Qualitative, quantitative, and mixed methods approaches: Sage publications.

Creswell, J. W., & Poth, C. N. (2016). Qualitative inquiry and research design: Choosing among five approaches: Sage publications.

Dilley, P. (2000). Conducting successful interviews: Tips for intrepid research. Theory into practice, 39(3), 131-137.

Doody, O., & Doody, C. M. (2015). Conducting a pilot study: Case study of a novice researcher. British Journal of Nursing, 24(21), 1074-1078.

Dworkin, S. L. (2012). Sample size policy for qualitative studies using in-depth interviews. In: Springer.

Jacob, S. A., & Furgerson, S. P. (2012). Writing interview protocols and conducting interviews: tips for students new to the field of qualitative research. Qualitative Report, 17(6).

Jenner, B., Flick, U., von Kardoff, E., & Steinke, I. (2004). A companion to qualitative research: Sage.

Krueger, R. A. (2014). Focus groups: A practical guide for applied research: Sage publications.

Malterud, K. (2001). Qualitative research: standards, challenges, and guidelines. The lancet, 358(9280), 483-488.

Pope, C., & Mays, N. (1995). Reaching the parts other methods cannot reach: an introduction to qualitative methods in health and health services research. British Medical Journal, 311(6996), 42-45.

Rowan, M., & Huston, P. (1997). Qualitative research articles: information for authors and peer reviewers. Cmaj, 157(10), 1442-1446.

Turner III, D. W. (2010). Qualitative interview design: A practical guide for novice investigators. The qualitative report, 15(3), 754.

Copyright information

Creative Commons License

About this article

Publication date.

10 June 2021

Article Doi

https://doi.org/10.15405/epsbs.2021.06.02.52

978-1-80296-109-6

European Publisher

Print ISBN (optional)

Edition number.

1st Edition

Technology, communication, social media, crisis management, organisational communication, pandemic, advertising

Cite this article as:

Benlahcene, A., & Ramdani, A. (2021). The Process Of Qualitative Interview: Practical Insights For Novice Researchers. In C. S. Mustaffa, M. K. Ahmad, N. Yusof, M. B. M. H. @. Othman, & N. Tugiman (Eds.), Breaking the Barriers, Inspiring Tomorrow, vol 110. European Proceedings of Social and Behavioural Sciences (pp. 405-413). European Publisher. https://doi.org/10.15405/epsbs.2021.06.02.52

We care about your privacy

We use cookies or similar technologies to access personal data, including page visits and your IP address. We use this information about you, your devices and your online interactions with us to provide, analyse and improve our services. This may include personalising content or advertising for you. You can find out more in our privacy policy and cookie policy and manage the choices available to you at any time by going to ‘Privacy settings’ at the bottom of any page.

Manage My Preferences

You have control over your personal data. For more detailed information about your personal data, please see our Privacy Policy and Cookie Policy .

These cookies are essential in order to enable you to move around the site and use its features, such as accessing secure areas of the site. Without these cookies, services you have asked for cannot be provided.

Third-party advertising and social media cookies are used to (1) deliver advertisements more relevant to you and your interests; (2) limit the number of times you see an advertisement; (3) help measure the effectiveness of the advertising campaign; and (4) understand people’s behavior after they view an advertisement. They remember that you have visited a site and quite often they will be linked to site functionality provided by the other organization. This may impact the content and messages you see on other websites you visit.

Academia.edu no longer supports Internet Explorer.

To browse Academia.edu and the wider internet faster and more securely, please take a few seconds to  upgrade your browser .

Enter the email address you signed up with and we'll email you a reset link.

  • We're Hiring!
  • Help Center

paper cover thumbnail

Conducting a pilot study: case study of a novice researcher

Profile image of Owen Doody

2015, British journal of nursing (Mark Allen Publishing)

Pilot studies play a vital role in health research, but are often misused, mistreated and misrepresented. A well-conducted pilot study with clear aims and objectives within a formal framework ensures methodological rigour, can lead to higher-quality research and scientifically valid work that is publishable and can benefit patients and health service delivery. A pilot study contributes valuable information to assist researchers in the conduct of their study. Conducting a pilot study provides the researcher with the opportunity to develop and enhance the skills necessary before commencing the larger study. By conducting a pilot the researcher obtains preliminary data, can evaluate their data-analysis method and clarify the financial and human resources required. This article presents an overview of pilot studies, why they are conducted, what to consider when reporting pilot studies and the authors' experience of conducting a pilot study. To conduct a successful study, researchers...

Related Papers

Nurse Researcher

Prof. Uduak Archibong

conducting a pilot study case study of a novice researcher

The International Review of Research in Open and Distributed Learning

Dorothy (Willy) Fahlman

Prior to undertaking a descriptive study on attrition and retention of students in two online undergraduate health administration and human service programs, a pilot test was conducted to assess the procedures for participant recruitment, usability of the survey questionnaire, and data collection processes. A retention model provided the conceptual framework for this investigation to identify and organize various factors that influenced students’ decisions to either discontinue or continue their educational programs. In an attempt to contribute to the body of research in this area and to enrich pedagogical practices, the authors describe the pilot testing processes and feasibility issues explored, and the improvements made to the instrument and methodology before commencing the main research study on attrition and retention.

BORDER CROSSING

Nirmala Arunasalam

This article reports on research undertaken to identify Malaysian nurses’ experiences of the part-time Transnational Higher Education post-registration top-up degree programmes delivered by one Australian and two UK universities. An interpretive paradigm and hermeneutic phenomenology and ethnographic principle of cultural interpretation research designs were used. A mixed methods approach was chosen, using both quantitative and qualitative methods. The Bristol Online Survey Questionnaire (BOS) and semi-structured interviews were initially selected to collect data. Pre-pilot testing refined the quantitative and qualitative data collection tools. However, the pilot study for BOS failed to elicit useful responses. This led to only the qualitative methodology being used to elicit participants’ views in a culturally sensitive way. The interview guide allowed nurses’ views of their experiences in relation to the research question to be obtained. This study adds to the knowledge and insigh...

Nashwa Ismail

A Pilot Study (PS) is a small-scale research project conducted before the final full-scale study. A PS helps researchers to test in reality how likely the research process is to work, in order to help them decide how best to conduct the final research study. In piloting a study, a researcher can identify or refine a research question, discover what methods are best for pursuing it, and estimate how much time and what resources will be necessary to complete the larger final version of the study. There is, however, a paucity in literature that focuses on using, reading and representing PSs. This article discusses the importance of a PS to test and identify how methods and ideas would work in practice when undertaking a qualitative PhD thesis. The proposed PS in this paper addressed many challenges, and the researcher reflected on different perspectives of their work including ethical, cultural, social and professional issues. By the end 2 of the PhD thesis, undertaken with the guidance of the PS, it was found that a well-conducted PS, giving a clear list of aims and objectives within a formal framework, can encourage methodological rigour and ensure the validity of both the study itself and the methodology applied. The objectives of this paper are thus threefold: first, to identify the issues within a specific qualitative PS prior to conducting the final study; second, to address the researcher's reflections on these findings and finally, to share the experiences and knowledge that a PS can be expected to bring.

Mediterranean Journal of Social Sciences

Mishack Gumbo

Evalina van Wijk

Noreen Kamarudin

This paper reports on the pilot study of the Malaysian Polytechnic Lecturers' Curriculum Feedback Survey which was conducted by the Curriculum Development Division (CDD), Department of Polytechnic Education (DPE) in 2015. The four objectives of the pilot study were to pre-test the instrument and data collection platform, as well as to determine the appropriate data collection, data-analysis and data presentation methods; before embarking on the full-scale exercise in 2016. As a result of conducting this pilot study, the respondents' feedback on the curriculum was acquired (secondary findings) but is not reported in this paper, as the aim of this paper is to report the findings of the research protocol pre-test which will be used for the real curriculum feedback exercise in 2016. The primary findings of this pilot study: firstly, the instrument used has an excellent internal consistency of items value (0.915) and therefore, will be used in the 2016 Malaysian Polytechnic Lecturers' Curriculum Feedback Survey. Secondly, Google Docs has proven to be a good alternative platform to the polytechnic's Curriculum Information Document Online System (CIDOS), as the online survey could be easily accessed by the target respondents through the Google link, even when CIDOS was down. Thirdly, the pros and cons of employing voluntary as opposed to mandatory sampling procedure must be weighed thoroughly for the purpose of gaining important feedback on the curriculum. Fourthly, data should be analyzed quantitatively as well as qualitatively to yield an overall as well as detailed feedback of the curriculum aspects. The findings from this pilot study will be used to improve the large-scale curriculum feedback exercise which will be conducted in 2016.

Nurse educator

Joanne Profetto McGrath

Researchers who study nursing education encounter difficulty when trying to recruit and retain nurse educator participants. Researchers would benefit from knowing more about effective and ineffective sampling strategies and methods to increase the efficiency of the research process. This article outlines the struggles and successes encountered with a mixed methods study that examined nurse educators' critical thinking. Specific examples are interwoven with current literature to uncover some important insights and future recommendations for researchers in nursing education.

Journal of Health Sciences

Vesna Zupancic

Introduction: When it comes to integrative medicine, the nurses are "caught in a trap" of their own views and developed competencies, as well as the views of the institution and the country where they work. The pilot study’s objective was to explore what is the expected reaction of nurses to the patient’s request for complementary treatment with tea in hospitals where integrative nursing has not yet been normatively recognised. Methods: The quantitative research approach with a survey was used. Nonprobability sampling covered 506 persons from Southeast Slovenia, paticipating voluntarily: nurses, nursing students, patients and other persons. Respondents were to choose among the 11 previously prepared scenarios of possible responses of the nurse. Results: Significant differences regarding the expected reaction of nurses both within the groups, as well as between the groups of respondents were found. The most possible critical response of nurses was to offer the tea which is ...

BMC Medical Research Methodology

RELATED PAPERS

The Canadian journal of nursing research = Revue canadienne de recherche en sciences infirmières

Margaret Purden

Chris Schachtebeck

Lenore Walker

European Journal of Mathematics and Science Education (EJMSE)

Benard Chigonga

Dalila Daud

Yahya S A Al Alhareth

Ian Russell

American journal of public health

Thomas O'Toole

Culture, Health & Sexuality

Joseph Debattista , Marion Mitchell

Journal of Work-Applied Management

Louise Doyle

The Qualitative Report

maryam dikko

The Electronic …

Jorge Tiago Martins

Tinashe Dune

Edunesia : Jurnal Ilmiah Pendidikan

Khin Thandar Aung (Ph.D. in Education)( Curriculum and Instructional Technology) , Khin Thandar Aung

Jennifer Fenwick

SAGE Research Methods Cases

Dr Eva Mikuska

Declan Devane

Alison Hill

Dr. Stefanos Mantzoukas , Nick Mawani MPH DrPH (Stud.)

Phelesia Foster

Lapani Ngala

Educational Action Research

Birgit Brock-Utne

Dr. Janet L. Deskins

International Journal of Qualitative Methods

miraida morales

Journal of Obstetric, Gynecologic, & Neonatal Nursing

Cindy-Lee Dennis

The Qualitative Report 24 (11)

Nathan Andrews

Pilot and Feasibility Studies

Judith Dean

African Journal of Disability

Tonderai Washington Shumba

Jacqueline Metcalfe

ProQuest Dissertation

Ronald Wellman

Journal of Geriatric Oncology

Gerald Batist

Jackie Sturt

Edwin Nii Oduah MENSAH

Research in Nursing & Health

Marjorie Funk

RELATED TOPICS

  •   We're Hiring!
  •   Help Center
  • Find new research papers in:
  • Health Sciences
  • Earth Sciences
  • Cognitive Science
  • Mathematics
  • Computer Science
  • Academia ©2024

Europe PMC requires Javascript to function effectively.

Either your web browser doesn't support Javascript or it is currently turned off. In the latter case, please turn on Javascript support in your web browser and reload this page.

Search life-sciences literature (43,920,221 articles, preprints and more)

  • Full text links
  • Citations & impact
  • Similar Articles

Conducting a pilot study: case study of a novice researcher.

Author information, affiliations, orcids linked to this article.

  • Doody O | 0000-0002-3708-1647

British Journal of Nursing (Mark Allen Publishing) , 01 Nov 2015 , 24(21): 1074-1078 https://doi.org/10.12968/bjon.2015.24.21.1074   PMID: 26618678 

Abstract 

Full text links .

Read article at publisher's site: https://doi.org/10.12968/bjon.2015.24.21.1074

Citations & impact 

Impact metrics, citations of article over time, article citations, finding a path in a methodological jungle: a qualitative research of resilience..

Zelčāne E , Pipere A

Int J Qual Stud Health Well-being , 18(1):2164948, 01 Dec 2023

Cited by: 2 articles | PMID: 36606329 | PMCID: PMC9828684

Factors affecting digital technology access in vocational education.

Habibi A , Sofyan S , Mukminin A

Sci Rep , 13(1):5682, 07 Apr 2023

Cited by: 0 articles | PMID: 37029180 | PMCID: PMC10080178

Developing an Anxiety Screening Tool for Children in South Africa: Protocol for a Mixed Methods Study.

Benjamin F , Adebiyi BO , Rich E , Roman NV

JMIR Res Protoc , 11(9):e37364, 27 Sep 2022

Cited by: 0 articles | PMID: 36166280 | PMCID: PMC9555325

A Nationwide Evaluation of the Prevalence of Human Papillomavirus in Brazil (POP-Brazil Study): Protocol for Data Quality Assurance and Control.

Horvath JDC , Bessel M , Kops NL , Souza FMA , Pereira GM , Wendland EM

JMIR Res Protoc , 11(1):e31365, 05 Jan 2022

Cited by: 0 articles | PMID: 34989680 | PMCID: PMC8771346

Nature and extent of intellectual disability nursing research in Ireland: a scoping review to inform health and health service research.

Doody O , Bailey ME , Hennessy T

BMJ Open , 11(10):e051858, 06 Oct 2021

Cited by: 2 articles | PMID: 34615681 | PMCID: PMC8496393

Similar Articles 

To arrive at the top five similar articles we use a word-weighted algorithm to compare words from the Title and Abstract of each citation.

Design and analysis of pilot studies: recommendations for good practice.

Lancaster GA , Dodd S , Williamson PR

J Eval Clin Pract , 10(2):307-312, 01 May 2004

Cited by: 1106 articles | PMID: 15189396

American Society of Clinical Oncology policy statement: oversight of clinical research.

American Society of Clinical Oncology

J Clin Oncol , 21(12):2377-2386, 29 Apr 2003

Cited by: 40 articles | PMID: 12721281

Why undertake a pilot in a qualitative PhD study? Lessons learned to promote success.

Wray J , Archibong U , Walton S

Nurse Res , 24(3):31-35, 01 Jan 2017

Cited by: 0 articles | PMID: 28102797

The importance of pilot studies.

van Teijlingen E , Hundley V

Nurs Stand , 16(40):33-36, 01 Jun 2002

Cited by: 113 articles | PMID: 12216297

The importance of piloting an RCT intervention.

Feeley N , Cossette S , Côté J , Héon M , Stremler R , Martorella G , Purden M

Can J Nurs Res , 41(2):85-99, 01 Jun 2009

Cited by: 62 articles | PMID: 19650515

Europe PMC is part of the ELIXIR infrastructure

IMAGES

  1. (PDF) Conducting a pilot study: Case study of a novice researcher

    conducting a pilot study case study of a novice researcher

  2. Doody & Doody

    conducting a pilot study case study of a novice researcher

  3. Pilot Study in Research: Definition & Examples

    conducting a pilot study case study of a novice researcher

  4. Pilot Study: Purpose, Reasons, and Steps to Conduct It

    conducting a pilot study case study of a novice researcher

  5. 3: STAGES OF CONDUCTING A CASE STUDY

    conducting a pilot study case study of a novice researcher

  6. Introduction to Conducting Pilot Studies

    conducting a pilot study case study of a novice researcher

VIDEO

  1. Private Pilot Study Guide [ FREE Download Chapter 1 ]

  2. Pilot Testing in UX Research

  3. #study #motivation #aspirants #dsssb #hardwork #youtubeshorts

  4. Student Pilot Makes Flight Instructor Nervous During High Wing Landing

  5. CBSE Open Book Exam for Class 9 to 12 ! 😬😲😰😰😰

  6. Student Pilot & Brother Take in the experience of first time flying together

COMMENTS

  1. Conducting a pilot study: case study of a novice researcher

    Conducting a pilot study provides the researcher with the opportunity to develop and enhance the skills necessary before commencing the larger study. By conducting a pilot the researcher obtains preliminary data, can evaluate their data-analysis method and clarify the financial and human resources required. This article presents an overview of ...

  2. Conducting a pilot study: Case study of a novice researcher

    Conducting a pilot study provides the researcher with the opportunity to develop and enhance the skills necessary before commencing the larger study. By conducting a pilot the researcher obtains ...

  3. PDF Conducting a pilot study: case study of a novice researcher

    conduct a pilot study, presents a reflection on a pilot study by a novice researcher undertaking a qualitative study as part of their Master of Science degree, and addresses aspects to

  4. Conducting a pilot study: case study of a novice researcher

    A pilot study contributes valuable information to assist researchers in the conduct of their study. Conducting a pilot study provides the researcher with the opportunity to develop and enhance the skills necessary before commencing the larger study. By conducting a pilot the researcher obtains preliminary data, can evaluate their data-analysis ...

  5. Conducting a pilot study: case study of a novice researcher

    An overview of pilot studies is presented, why they are conducted, what to consider when reporting pilot studies and the authors' experience of conducting a pilot study. Pilot studies play a vital role in health research, but are often misused, mistreated and misrepresented. A well-conducted pilot study with clear aims and objectives within a formal framework ensures methodological rigour, can ...

  6. Conducting a pilot study: case study of a novice researcher

    Conducting a pilot study: case study of a novice researcher. Owen Doody Lecturer, Intellectual Disability Nursing, Department of Nursing and Midwifery, University of Limerick.

  7. Conducting a Pilot Study: Case Study of a Novice Researcher

    S. D. Eidel'man, Parabolic Systems (North-Holland, Wolters-Nordhoff, 1969), v + 469pp., £7·60. Proceedings of the Edinburgh Mathematical Society. Mathematics. 1971 English. Conducting a Pilot Study: Case Study of a Novice Researcher by Owen Doody, Catriona M Doody published in British Journal of Nursing.

  8. Conducting a pilot study: case study of a novice researcher

    (DOI: 10.12968/BJON.2015.24.21.1074) Pilot studies play a vital role in health research, but are often misused, mistreated and misrepresented. A well-conducted pilot study with clear aims and objectives within a formal framework ensures methodological rigour, can lead to higher-quality research and scientifically valid work that is publishable and can benefit patients and health service ...

  9. Conducting a pilot study: case study of a novice researcher

    Health Research Institute; A-Z research centres; Expertise. Researcher Profiles; Find an expert; Research Impact. Research Week; President's Research Excellence and Impact Awards; Case studies; Podcasts; Doctoral College; Contact us

  10. Conducting the Pilot Study: A Neglected Part of the Research Process

    The pilot study had three aims: (1) to gather data to provide guidance for a substantive study adapted to Swedish conditions through modification of Irish research procedures and instruments, (2) to critically interrogate how we as researchers could most effectively conduct a pilot study utilizing observational and video-recorded data, and (3 ...

  11. How to Conduct a Case Study: A Guide for Novice Researchers

    Stake's book describes the "naturalistic, holistic, ethnographic, phenomenological, and biographic research methods" (Stake, 1995, p. xi) as the interpretive orientation of the study case approach. Sharan Merriam, the case study approach's third major contributor, expanded on the work of both Stake and Yin.

  12. Value of a Pilot Study

    The role and interpretation of pilot studies in clinical research. Journal of Psychiatric Research, 45, ... A tutorial on pilot studies: The what, why and how. BMC Medical Research Methodology, 10, Article 1. 10.1186/1471-2288-10-1 ... Conducting a pilot study: case study of a novice researcher, British Journal of Nursing, 10. ...

  13. The Process of Qualitative Interview: Practical Insights for Novice

    Conducting a pilot study provides the researcher with the opportunity to develop and enhance the skills necessary before commencing the larger study. By conducting a pilot the researcher obtains ...

  14. The Process Of Qualitative Interview: Practical Insights For Novice

    Novice researchers using qualitative approaches are usually challenged by the volume of time required to gather qualitative data and also by the richness of the collected data. ... O., & Doody, C. M. (2015). Conducting a pilot study: Case study of a novice researcher. British Journal of Nursing, 24(21), 1074-1078. Dworkin, S. L. (2012). Sample ...

  15. Conducting a pilot study: case study of a novice researcher

    Pilot studies play a vital role in health research, but are often misused, mistreated and misrepresented. A well-conducted pilot study with clear aims and objectives within a formal framework ensures methodological rigour, can lead to higher-quality ... Pilot studies play a vital role in health research, but are often misused, mistreated and ...

  16. How novice, skilled and advanced clinical researchers include variables

    Conduct a pilot study and modify the CRF. These experienced researchers also note that piloting the CRF before using it to collect data is very important. If any problems are found in the pilot study, the problem can be resolved in a timely way. A thoracic surgeon shared, "A pilot study was conducted after the draft CRF was completed.

  17. PDF Conducting the Pilot Study: A Neglected Part of the Research Process

    how to conduct such pilot studies. We argue that our methodological findings may contribute to greater awareness of the important role that a pilot study may have for full-scale qualitative research projects, for example, in case study research where semi-structured qualitative interviews are used.

  18. Conducting a pilot study: case study of a novice researcher

    This website requires cookies, and the limited processing of your personal data in order to function. By using the site you are agreeing to this as outlined in our privacy notice and cookie policy.

  19. Doody & Doody

    Doody & Doody_ Conducting a pilot study Case study of a novice researcher - Free download as PDF File (.pdf), Text File (.txt) or read online for free.

  20. Catriona M Doody's research

    Catriona M Doody's 8 research works with 334 citations and 189,642 reads, including: Conducting a pilot study: Case study of a novice researcher

  21. PDF Conducting a pilot study: case study of a novice researcher

    pilot study tries out the operation of all pieces as they will be implemented in the planned study (National Institute for Health Research, 2012). This article seeks to identify why it is important to conduct a pilot study, presents a reflection on a pilot study by a novice researcher undertaking a qualitative study as part of their Master

  22. Conducting a pilot study: case study of a novice researcher.

    Conducting a pilot study: case study of a novice researcher. - CORE

  23. Evaluating and Rethinking the Case Study

    This paper will first explore briefly how the case study fell out of favour as a legitimate research tool, and how case study researchers responded to the critique that case study research lacked internal and external validity. Some case study advocates attempted to meet this critique by using the case to compare different theoretical predictions, dividing the case into subcases, or treating ...