Remote Research Interview Checklist
A before, during and after checklist for reliable online interviews and focus groups.
Confirm the time zone, link, duration, recording terms and incentive; test internet, microphone and camera; close private notifications; and join early. Give specific honest examples, then save completion and payment details.
The day before
Re-read the confirmation and complete only assigned pre-work. Test the meeting platform on the exact device and find a quiet, well-lit space.
Confirm the time zone and add a reminder. If you cannot attend, contact the provider early.
Five minutes before
Close unrelated tabs, messages and notifications. Use headphones and connect power. Keep permitted notes nearby without scripting answers.
Open the official link and do not install unexpected remote-control or device-management software.
During and after
Describe real examples and say when you do not know. During screen sharing, show only the required window.
Afterwards, note completion, incentive, method and timing. Keep confidential concepts private.
Frequently asked questions
How early should I join?
A few minutes is usually enough to solve audio or link problems.
What if internet fails?
Use the provider's official contact immediately and follow backup or rescheduling instructions.
Can I take notes?
Usually, but follow confidentiality and recording rules.
Sources and further reading
Scoutela reviewed these primary provider and consumer-protection pages when preparing this guide.