1. Brainstorm list of things that you could observe or otherwise collect information about.
2. Identify things you can observe or collect that will help answer the master question for each cluster (i.e., What could you look at to learn more about what you are studying? What could you look at that is an indicator of what you focus on in the master question?)
3. Identify variations in the indicators you have chosen that correspond to individual questions within each cluster (i.e., What specific details will you look for within the general indicators that you are looking at?)
4. Make a list of the key variations you want to look for within each indicator.
5. Prepare a matrix of all your questions and the indicators and variations you will be looking at.
6. Check the matrix to ensure that you have indicators listed for all the questions you really want to answer (Note: some indicators may be useful in answering more than one question).
7. Review the overall plan and edit towards simplifying and clarifying and making this project feasible.
8. Develop a coding sheet that lists each variation you will be looking for with each indicator.
9. Try out the completed coding scheme to see how well it works.
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