Friday, November 2, 2018

To Pilot or Not to Pilot?


A question that you will need to consider when you are designing your study is whether to pilot the study on some test subjects. My recommendation is yes! Do it! I always pilot test my studies, and the reasoning is simple, I want to know that everything works in the way I have visualized, I want to check how long it takes, and I want to make sure everything is clear to the subject. Be aware that you must have IRB approval before conducting any pilot tests.

Whom should you ask to be pilot subjects? There are a number of schools of thought on this. If there are concerns about the suitability of your questions, you may want to consider selecting people who are familiar with your topic but not necessarily eligible for your study. Let's use an example of a study on women who are currently in domestic violence relationships, I would recommend searching for women who were formerly in such relationships. They would be familiar with the topic but you are not using possible participants. You can them make any needed changes (and submit the changes to IRB through the Change in Procedure form), before you test real participants.

I would also recommend using the above procedure if you are using a technique with which you are unfamiliar. So if you have never conducted a qualitative interview (even if you have done other types of interviews), take the time to do some practice ones. You can get over your nervousness, learn how to pace yourself, and learn the value of being silent and waiting for the participant to think about their response. Plan to always debrief your pilot subjects by speaking to them about your study when you are done with their testing/ interview. Ask them how long it took to complete any surveys and how they felt about it (e.g., bored, annoyed, interested). Ask if any questions were vague or any words unclear. Also, ask if there were things they wished you had asked them (this is always a good last question for any interview).

A second option is to have friends or family members be test subjects. This is best used for general surveys, when anyone is eligible to be in a study. It is not advisable to have someone pretend to fit a specific subgroup (e.g., domestic violence victims). You can use family or friends for trying out the technique, but I do not recommend this for any official pilot interviews; family and friends will not respond in the same way as people you do not know, so you really will not get the experience that you need.

A third piloting option (if you have experience in the technique) is to consider having your first few "real" subjects be potential pilot subjects. Again, interview them after they are done and ask about the issues listed above. If no changes are needed, then you can count them as "real" subjects. However, if you need to make any changes in the materials, questions, or your techniques they may not be included in your official sample.

Treat pilot testing seriously, record your interactions with the subject, go back and listen to the recording. Everyone hates to hear their own voice, but it is particularly important with any interviews that you make sure you are giving people sufficient time to answer. The tendency is for the new researcher to be worrying about asking the questions, the trick is to learn to worry about their response. Did they actually answer your question? Did you cut off their answer?

Next time we will look at criticism. Do you have an issue or a question that you would like me to discuss in a future post? Would you like to be a guest writer? Send me your ideas! Send me an email with your ideas. leann.stadtlander@mail.waldenu.edu

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