Focus Group Checklist

• Advance notice

  • Contact participants by phone 1 2 weeks prior to session

  • Send letter of invitation explain purpose

  • Include list of questions

  • Give each participant a reminder call

• Begin the focus group

  • Welcome group

  • Provide brief overview of topic and process

  • Explain importance of input, how the data will be analyzed, who will see the data, and what actions will be taken as a result

  • Set the ground rules (time limit, full participation, confidentiality, and summary of results)

• Questions

  • Questions should flow in a logical sequence (as planned)

  • Key questions should focus on the critical issues

  • Consider probing for clarification

  • Use "think back" questions as needed

  • Provide equal time for input from each participant

• Logistics

  • Room should be comfortable, with appropriate number of tables and chairs

  • Meeting room should be private

  • Background noise should be minimal and not interfere with discussions

  • Key questions should be listed on flip chart or whiteboard

  • Provide paper and pencils for participants if necessary

  • Provide light refreshments

  • Have assistant (meeting recorder) take notes

• Tips for facilitator

  • Be well rested and alert for focus group session

  • Practice the introduction

  • Ask questions with minimal reference to notes

  • Avoid head-nodding

  • Avoid comments that signal approval (like "great," "I agree," etc.)

  • Avoid giving your opinion

• Meeting Dynamics

  • Limit individual time to avoid excessive input from talkative participants

  • Allow, encourage, or maybe require everyone to participate

  • Use silence as a way to seek input

  • Ask for details and examples from individuals who "agree with everyone"

  • Ask for clarification and...