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Mixed Methods Triangulation & Integration Survey Template

Quick team survey to assess convergence, complementarity, and discrepancies between qualitative and quantitative data—strengthen triangulation and rigor.

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Sample Survey Items

Q1
multiple choice
Which components of this study did you directly contribute to? Select all that apply.
  • Qualitative data collection
  • Qualitative analysis
  • Survey instrument/design
  • Quantitative analysis
  • Data integration/synthesis
  • Interpretation/write-up
  • Other
Q2
opinion scale
How clear were the mixed-methods objectives at the study design stage?
Q3
multiple choice
Which data sources were included in this integration? Select all that apply.
  • Interviews
  • Focus groups
  • Open-ended survey responses
  • Observational/field notes
  • Administrative/transactional data
  • Structured survey data
  • Experiments
  • Other
Q4
rating
Overall, to what extent do qualitative and quantitative results point to the same conclusions?
Q5
long text
Briefly note one example of clear convergence (or near-convergence) you observed.
Max 600 chars
Q6
matrix
For each insight type, which strand primarily contributed most?
Q7
opinion scale
How substantial were the discrepancies between qualitative and quantitative findings in this project?
Q8
long text
Describe the most consequential discrepancy: what differed, and where it appeared.
Max 600 chars
Q9
multiple choice
What types of discrepancies were present? Select all that apply.
  • Directional disagreement (opposite signs/themes)
  • Magnitude differences (size/strength)
  • Subgroup inconsistency
  • Timing/temporal mismatch
  • Measurement/operationalization mismatch
  • Sampling/coverage bias
  • Analytic/modeling choices
  • Other
Q10
ranking
Prioritize actions to address discrepancies (rank from highest to lowest priority).
Q11
rating
How well were strands integrated across stages (design, analysis, interpretation)?
Q12
long text
If integration felt limited, what were the main barriers?
Max 600 chars
Q13
multiple choice
Which integration techniques did we use? Select all that apply.
  • Joint displays
  • Convergence coding matrix
  • Data transformation (qualitize/quantize)
  • Framework matrix
  • Meta-inferences workshop or meeting
  • Narrative weaving
  • Other
Q14
constant sum
Allocate 100 points across sources to reflect their influence on final conclusions.
Q15
opinion scale
How confident are you in the integrated conclusions of this study?
Q16
multiple choice
Attention check: To confirm you are reading the questions, please select only “I am paying attention.”
  • I am paying attention
  • I am not paying attention
  • Prefer not to say
Q17
multiple choice
Based on the current evidence, which next steps should we take? Select all that apply.
  • Proceed to dissemination as is
  • Make minor analytic refinements
  • Substantive re-analysis
  • Collect additional qualitative data
  • Collect additional quantitative data
  • Stakeholder/member-check discussion
  • Revise theoretical framing
  • Other
Q18
long text
Anything else we should consider for interpreting or reporting the integrated results?
Max 600 chars
Q19
multiple choice
What is your primary role on this project? Select one.
  • PI/Lead
  • Co-PI/Co-lead
  • Analyst (qualitative)
  • Analyst (quantitative)
  • Mixed-methods analyst
  • Project manager/Coordinator
  • Advisor/Subject-matter expert
  • Other
Q20
multiple choice
Years of experience with mixed-methods research. Select one.
  • 0–1 years
  • 2–4 years
  • 5–9 years
  • 10+ years
Q21
multiple choice
Which methodological training best describes you? Select all that apply.
  • Primarily qualitative
  • Primarily quantitative
  • Mixed-methods
  • Evaluation-focused
  • Implementation science
  • Other
Q22
multiple choice
Region (optional). Select one.
  • Africa
  • Asia
  • Europe
  • Latin America/Caribbean
  • Middle East
  • North America
  • Oceania
  • Prefer not to say
Q23
chat message
Welcome! This brief review supports our team’s mixed-methods integration. Please answer based on your direct experience with this project.
Q24
long text
Any final comments or notes for the integration team?
Max 600 chars
Q25
ai interview
AI Interview: 2 Follow-up Questions on key integration issues
AI Interview
Q26
chat message
Thank you for your insights—your input will directly strengthen our integrated conclusions.

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