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Stage 2 · Lesson 4 of 13

User interviews and ethical research practice

Recruiting, consent, scripts, follow-up questions and staying neutral.

  • Beginner
  • 45 min
  • 3 check questions
  • Exercise: 1 h 30 min

By the end of this lesson you can

  • Plan, run and record a user interview ethically.
  • Write an interview guide that asks about past behaviour rather than opinions.
  • Use neutral follow-up questions to get deeper, more reliable answers.
  • Explain informed consent and how to handle participant data.

The idea

A user interview is a one-to-one conversation to understand someone's experiences, goals and context. It is the most common qualitative research method, and one of the easiest to do badly.

Ask about the past, not the future

People are poor at predicting what they will do and good at describing what they did. "Would you use a feature that...?" produces polite yeses. "Tell me about the last time you planned a trip with friends" produces a story full of real detail, workarounds and frustrations.

The interview guide

An interview guide lists the topics and opening questions you want to cover. It is a guide, not a script: follow interesting threads. A common shape is a warm-up, a few open story prompts, deeper probing on key moments, and a wrap-up.

Follow-up questions

The best insights come from follow-ups: "What happened next?", "How did you decide?", "Can you show me?", "You said it was annoying. What made it annoying?" Avoid leading questions ("Wasn't that frustrating?") and do not explain or defend your product. Silence is useful: wait a few seconds after an answer and people often add the important part.

Ethics and consent

Participants must know what the research is for, how it will be recorded, who will see it, and that they can stop at any time without consequence. Get consent before recording, store notes securely, remove names from what you share, and delete recordings when you no longer need them. Pay people fairly for their time. Take extra care with vulnerable people and sensitive topics.

Why it matters in real projects

Interviews reveal the context behind behaviour: the reasons, workarounds and constraints that analytics cannot show. A handful of good interviews can change the direction of a project. Done badly, with leading questions and opinions about hypothetical features, they produce false confidence. Ethical practice protects participants and the credibility of your work.

A realistic example

A designer researching a shared-calendar app for families plans six interviews of 45 minutes. The guide opens with "Walk me through how your family planned last weekend." One parent describes a whiteboard in the kitchen, a group chat and a paper diary, each used for different things.

The designer follows up: "Why does the dentist appointment go on the whiteboard but not in the chat?" The answer, "Because the kids can see the whiteboard and the chat gets buried", reveals a need for visibility to people without phones. That insight would never have come from "Would you use a shared calendar?"

Each participant signs a plain-language consent form, receives a voucher, and is told recordings will be deleted after analysis.

Step by step

  1. Recruit the right people

    Write criteria based on behaviour (planned a family event in the last month), not just demographics.

  2. Write the guide

    Warm-up, two or three story prompts, probes for key moments, and a wrap-up question such as "Is there anything I should have asked?"

  3. Get consent

    Explain purpose, recording, data use and the right to stop. Confirm consent before you start recording.

  4. Run the interview

    Listen far more than you speak. Ask for stories and examples. Use neutral follow-ups and pauses.

  5. Write notes immediately

    Within an hour, note key quotes, behaviours and surprises while memory is fresh.

  6. Handle data responsibly

    Anonymise notes, store files securely and delete recordings when analysis is done.

Common mistakes

  • Mistake Asking "Would you use...?"

    Instead Ask about the last time they faced the problem and what they actually did.

  • Mistake Leading questions such as "Wasn't that confusing?"

    Instead Ask "How was that for you?" and let them choose the words.

  • Mistake Defending or explaining the product.

    Instead Stay curious. If they misunderstand something, that is a finding.

  • Mistake Recording without clear consent.

    Instead Explain and get consent first, every time, and honour requests to stop.

Check your understanding

Choose an answer, then check it. There is an explanation either way.

Question 1 of 3Which interview prompt is most likely to give reliable insight?
Show answer

Tell me about the last time you split a bill with friends.. Asking about a specific past event gives real detail rather than predictions or agreement.

Question 2 of 3A participant says the process was "a pain". What is a good follow-up?
Show answer

What made it a pain?. A neutral, open follow-up lets the participant explain in their own words.

Question 3 of 3What must participants know before you record?
Show answer

The purpose, how it is recorded and used, and that they can stop. Informed consent covers purpose, recording, data use and the right to withdraw.

Practice exercise

Exercise · about 1 h 30 min

Run two practice interviews

Interview two people about how they plan their weekly food shopping.

Steps

  1. Write a guide with a warm-up, two story prompts and a list of follow-ups.
  2. Prepare a short consent statement.
  3. Run two 20-minute interviews, recording only with consent.
  4. Write up the five most interesting behaviours and one thing you would ask differently next time.

Deliverable

Interview guide, consent statement, anonymised notes and a reflection on your technique.

Assignment

Assignment

Interview study plan

Plan a small interview study (five participants) for a problem of your choice.

Deliverables

5 items

Self-assessment

Tick each item when it is true of your exercise. Be honest; this is for you.

4 items

Summary

  • Interviews reveal context, reasons and workarounds behind behaviour.
  • Ask about real past events, not hypothetical futures.
  • Neutral follow-ups and silence produce the deepest insights.
  • Informed consent, fair payment and careful data handling are non-negotiable.

Further reading

Third-party sources, chosen for reliability. They open in a new tab.

Your notes

Marking complete updates your course and roadmap progress.

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