Remote Research Interviews via Zoom/Teams

Using Zoom or Microsoft Teams for remote research interviews can be very effective. Here are some tips to help you make the most of these platforms:

Preparation

• Schedule Meetings:


• Use the scheduling features in Zoom or Teams to set up your interviews.


• Send calendar invites with the meeting link to your participants.


• Test Your Setup:


• Ensure your internet connection is stable.


• Test your microphone and camera to ensure they are working properly.


• Check the lighting and background to make sure they are appropriate for a professional interview.


• Inform Participants:


• Provide clear instructions on how to join the meeting.


• Inform participants about any software they need to download and how to use it.

During the Interview

• Recording:


• Make sure to inform participants that the session will be recorded and obtain their consent.


• Use the recording feature in Zoom or Teams to capture the interview.


• Screen Sharing:


• If you need to share documents or visuals, use the screen sharing feature.


• Ensure that any shared content is clear and easy to read.


• Chat Feature:


• Use the chat feature to share links, documents, or additional information during the interview.


• Encourage participants to use the chat if they have questions or need to share something.


• Breakout Rooms (Zoom):


• If you are conducting group interviews or focus groups, use breakout rooms to divide participants into smaller groups for more intimate discussions.


• Virtual Backgrounds:


• Use virtual backgrounds to maintain a professional appearance and avoid distractions.

Post-Interview

• Save Recordings:


• Ensure that the recording is saved and stored securely.


• Backup the recording in multiple locations to prevent data loss.


• Transcription:


• Use transcription services (e.g., Otter.ai, Rev) to convert the audio into text for easier analysis.


• Some platforms like Zoom offer built-in transcription features.


• Follow-Up:


• Send a thank-you email to participants.


• Provide any additional information or resources that were discussed during the interview.

Additional Tips

• Privacy and Security:


• Ensure that your meeting is password-protected to prevent unauthorized access.


• Use the waiting room feature to control who enters the meeting.


• Technical Support:


• Have a backup plan in case of technical difficulties (e.g., a phone number to call if the video connection fails).


• Engagement:


• Use interactive features like polls or Q&A sessions to keep participants engaged.


• Encourage participants to ask questions and share their thoughts openly.

By following these guidelines, you can conduct effective and professional remote research interviews using Zoom or Microsoft Teams.