7. Design the evaluation with careful attention to ethical issues.

Qualitative studies pose some unique ethical challenges because of the often emergent and open-ended nature of the inquiry and because of the direct personal contact between the evaluator and people observed or interviewed.
  • Explaining purpose: How will you explain the purpose of the evaluation and methods to be used in ways that are accurate and understandable?
    • What language will make sense to participants in the study?
    • What details are critical to share? What can be left out?
    • What’s the expected value of your work to society and to the greater good?
  • Promises and reciprocity: What's in it for the interviewee?
    • Why should the interviewee participate in the interview?
    • Don't make promises lightly, e.g., promising a copy of the tape recording or the report. If you make promises, keep them.
  • Risk assessment: In what ways, if any, will conducting the interview put people at risk? How will you describe these potential risks to interviewees? How will you handle them if they arise?
    • psychological stress
    • legal liabilities
    • in evaluation studies, continued program participation (if certain things become known)
    • ostracism by peers, program staff, or others for talking
    • political repercussions
  • Confidentiality: What are reasonable promises of confidentiality that can be fully honored? Know the difference between confidentiality and anonymity. (Confidentiality means you know, but won’t tell. Anonymity means you don’t know, as in a survey returned anonymously.)
    • What things can you not promise confidentiality about, e.g., illegal activities, evidence of child abuse or neglect?
    • Will names, locations, and other details be changed? Or do participants have the option of being identified? (See discussion of this in the text.)
    • Where will data be stored?
    • How long will data be maintained?
  • Informed consent: What kind of informed consent, if any, is necessary for mutual protection?
    • What are your local Institutional Review Board (IRB) guidelines and requirements or those of an equivalent committee for protecting human subjects in research?
    • What has to be submitted, under what time lines, for IRB approval, if applicable?
  • Data access and ownership: Who will have access to the data? For what purposes?
    • Who owns the data in an evaluation? (Be clear about this in the contract.)
    • Who has right of review before publication? For example, of case studies, by the person or organization depicted in the case; of the whole report, by a funding or sponsoring organization?
  • Interviewer mental health: How will you and other interviewers likely be affected by conducting the interviews?
    • What might be heard, seen, or learned that may merit debriefing and processing?
    • Who can you talk with about what you experience without breeching confidentiality?
    • How will you take care of yourself?
  • Advice: Who will be the researcher's confidant and counselor on matters of ethics during a study? (Not all issues can be anticipated in advance. Knowing who you will go to in the event of difficulties can save precious time in a crisis and bring much-needed comfort.)
  • Data collection boundaries: How hard will you push for data?
    • What lengths will you go to in trying to gain access to data you want? What won’t you do?
    • How hard will you push interviewees to respond to questions about which they show some discomfort?
  • Ethical versus legal: What ethical framework and philosophy informs your work and assures respect and sensitivity for those you study beyond whatever may be required by law?
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