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Education & Academic

Mixed-Methods Integration Quality Assessment

A team-level diagnostic for mixed-methods research projects, evaluating convergence, divergence, and integration rigor across qualitative and quantitative strands to guide analytic next steps.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

23 questions · ~10 min
Q01
Message

Welcome to this mixed-methods integration review. Your responses will help the team assess how well qualitative and quantitative strands converge and identify areas for improvement. Your responses are completely confidential and anonymized. Participation is voluntary and you may stop at any time. There are no right or wrong answers—we value your honest assessment based on your direct experience with this project. Responses will be shared only within the project team in aggregate form. Estimated time: 10–12 minutes.

Q02
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
Q03
Opinion Scale

Overall, to what extent do the qualitative and quantitative results point to the same conclusions?

Scale: 17
Min:No convergence at allMax:Complete convergence
Q04
Opinion Scale

How substantial were the discrepancies between the qualitative and quantitative findings in this project?

Scale: 17
Min:None or trivialMax:Very substantial
Q05
Opinion Scale

How well were qualitative and quantitative strands integrated across stages (design, analysis, interpretation)?

Scale: 17
Min:Not integrated at allMax:Fully integrated
Q06
Ranking

Rank the following sources by their influence on the study's final conclusions, from most to least influential.

  1. Qualitative evidence
  2. Quantitative evidence
  3. Integration/synthesis process
  4. Stakeholder/community input
Drag to rank
Q07
Multiple Choice

Based on the current evidence, which next steps should the team 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
Q08
AI Interview

We'd like to explore your perspective on the integration process in a bit more depth. An AI moderator will ask you a couple of follow-up questions based on your experience with this project.

Q09
Long Text

Based on your responses throughout this review, is there anything else the team should consider when interpreting or reporting the integrated results?

Q10
Dropdown

How many years of experience do you have with mixed-methods research?

  • 0–1 years
  • 2–4 years
  • 5–9 years
  • 10+ years
Q11
Message

Thank you for completing this review. Your input will directly strengthen the team's integrated conclusions and help guide next steps.

Q12
Opinion Scale

How clear were the mixed-methods objectives at the study design stage?

Scale: 17
Min:Not at all clearMax:Extremely clear
Q13
Multiple Choice

Which strand—qualitative, quantitative, or both equally—contributed most to the study's key insights overall?

  • Primarily qualitative
  • Primarily quantitative
  • Both contributed equally
  • Difficult to determine
Q14
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
  • None observed
  • Other
Q15
Multiple Choice

Which integration techniques were used in this project? Select all that apply.

  • Joint displays
  • Convergence coding matrix
  • Data transformation (qualitize/quantize)
  • Framework matrix
  • Meta-inferences workshop or meeting
  • Narrative weaving
  • None of the above
  • Other
Q16
Opinion Scale

How confident are you in the integrated conclusions of this study?

Scale: 17
Min:Not at all confidentMax:Extremely confident
Q17
Multiple Choice

Which methodological training best describes your background? Select all that apply.

  • Primarily qualitative
  • Primarily quantitative
  • Mixed-methods
  • Evaluation-focused
  • Implementation science
  • Other
Q18
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
Q19
Long Text

Briefly describe one example of clear convergence (or near-convergence) you observed between the qualitative and quantitative findings.

Q20
Long Text

Describe the most consequential discrepancy you observed: what differed, and where it appeared.

Q21
Long Text

What, if any, barriers limited the integration of qualitative and quantitative strands?

Q22
Dropdown

In which region are you primarily based? (Optional)

  • Africa
  • Asia
  • Europe
  • Latin America/Caribbean
  • Middle East
  • North America
  • Oceania
  • Prefer not to say
Q23
Ranking

Rank the following actions to address discrepancies from highest to lowest priority.

  1. Re-examine qualitative codebook/themes
  2. Sensitivity checks/alternative specifications
  3. Revisit measurement/construct alignment
  4. Sample weighting or balance diagnostics
  5. Collect targeted follow-up data
  6. Cross-walk via joint display/convergence coding
Drag to rank

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Includes structured opinion-scale ratings on convergence, divergence, and integration quality across all study stages (design, data collection, analysis, interpretation), not just a single summary question
  • Uses dedicated ranking questions to prioritize both remediation actions for discrepancies and the sources that most influenced final conclusions
  • Pairs open-text prompts for concrete convergence and discrepancy examples with a follow-up AI interview that adaptively probes the respondent's reasoning in more depth
  • Auto-generates a per-response quality score and a team-facing report summarizing integration rigor, which a static form cannot produce

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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