Fundamentals 9 min read

How to Build a Complete Interview Guide for New User Researchers

This article explains why interview guides are essential for novice user researchers, outlines the fundamentals of qualitative research, and provides a step‑by‑step framework—including structure, content, and phrasing—to create comprehensive, efficient, and data‑rich interview outlines.

JD.com Experience Design Center
JD.com Experience Design Center
JD.com Experience Design Center
How to Build a Complete Interview Guide for New User Researchers

For user researchers, interviews are the most frequently used method, yet newcomers often feel nervous and unsure how to translate theory into practice; a well‑prepared interview outline is crucial for confidence and effectiveness.

Qualitative Research Overview

Qualitative research focuses on describing and understanding meanings, characteristics, metaphors, and symbols, using an inductive process to derive general conclusions from specific contexts. Its three key traits are:

Exploratory: uncover subjective facts and relationships.

Diagnostic: dig into the deeper reasons behind behaviors and attitudes.

Predictive: anticipate future individual or group actions.

While diagnostic insights are relatively accessible for beginners, achieving depth raises two main challenges: execution efficiency (over‑detailed digging increases cost and reduces participant willingness) and research quality (small‑sample qualitative findings often lack data support).

To mitigate these limits, researchers can front‑load preparation, reduce execution costs, and integrate quantitative thinking by breaking down research dimensions into fine‑grained, structured data, enabling small‑sample quantification and higher‑quality outputs.

Framework Level: Defining Complete Dimensions

A complete framework ensures no research dimension is omitted (breadth) and that timely probing uncovers root causes (depth). It also standardizes user‑friendly language to avoid off‑topic answers.

Such a framework can serve as a personal repository, evolving across projects to streamline interview logic and reduce preparation time over the long term.

Example framework for an app‑usage study includes user basic information, daily life, touchpoints, motivations, and key focus elements.

The detailed framework directly supports interview record design, turning qualitative notes into quantifiable data.

Content Level: Pre‑setting Probing Directions

Effective probing uncovers deep reasons behind user behavior and attitudes. Two main issues for novices are identifying the right moment to probe and choosing probing techniques that elicit genuine insights.

Probing timing is appropriate when the user’s response aligns with research goals, lacks richness or concreteness, or introduces new findings. Probing methods focus on examples and comparisons, with prepared follow‑up scripts.

Questioning Level: Crafting User‑Friendly Scripts

New researchers must translate technical terminology into language users understand, ensuring responses address the research questions. Preparing specific question scripts aligned with the interview framework helps maintain natural, conversational flow.

For example, when discussing a feature’s “touchpoint,” ask: “Can you tell me when you first discovered/used this feature, what the situation was, and how you used it?” This invites users to share stories that reveal their experience.

After establishing the framework, content, and phrasing, the interview guide can be flexibly adjusted for different user segments—new users versus experienced users—to focus on discovery, motivations, and usage evaluation respectively.

In summary, preparing a comprehensive interview outline equips novice user researchers with the structure, depth, and language needed to conduct efficient, high‑quality qualitative interviews.

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User ResearchUXresearch methodologyinterview guidequalitative interview
JD.com Experience Design Center
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JD.com Experience Design Center

Professional, creative, passionate about design. The JD.com User Experience Design Department is committed to creating better e-commerce shopping experiences.

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