Interview/Observation Code Number: _________
Name of Person(s)/Activities that were Interviewed/Observed: __________
Position/Title/Organization/ Setting etc.: __________
Interviewer/Observer’s Name: ___________
Interview/Observation: __________
Date: ________
Time: ________
Place: ________
Recording arrangements: _________
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Notes for next steps: ________
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Context: A brief description of the context in which the interview/observation was conducted (i.e., a field note about the observation or interview circumstances) that describes the physical setting, purpose, other participants, relation to prior conversations, relationship of person interviewed to you, etc.
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Summary: A brief summary of how the interview/observation went: major themes addressed; patterns of question or problems identified; issues which elicited expressions of strong feeling; things that were difficult for you as an interviewer/observer; etc.