Mixed methods integration design worksheet

Record when and how to connect components in the initial plan. Add changes and reasons if design evolves during research.

When to use this worksheet and what completion involves Fictional completed example

EvalCompass Worksheet

Mixed methods integration design worksheet

Method: Mixed Methods Research

Record when and how to connect components in the initial plan. Add changes and reasons if design evolves during research.

Basic information

Record initial mixed methods plans or revised design and reasons during implementation.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Program and evaluation issue: Differences in training satisfaction and use
Design: convergent / explanatory sequential / exploratory sequential: Explanatory sequential
Design selection rationale: Ask reasons for numerical patterns of use.
Integration point: design / collection / analysis / interpretation: Participant selection after quantitative tabulation and final interpretation
Implementation period and staff: July–August 2026 / quantitative lead A and qualitative lead B (fictional)

Reason for this entry: Connect interview selection to quantitative findings.

Program and evaluation issue

Design: convergent / explanatory sequential / exploratory sequential

Design selection rationale

Integration point: design / collection / analysis / interpretation

Implementation period and staff

Writing tips and explanation for this section

About this section

Record initial mixed methods plans or revised design and reasons during implementation.

Connect interview selection to quantitative findings.

View the method explanation

Writing tips

Follow each field’s heading to record the program name, focus, period, and other details. Leave undecided matters clearly marked as unresolved.

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Quantitative component design

Design the quantitative component.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Scroll horizontally to view the table

Quantitative evaluation question	Data collection method	Sampling strategy	Analysis method	Use in integration
What percentage used the plan?	Questionnaire	Distributed to all 40 trainees	Valid-response percentages and missing-data counts	Select interviews using individual combinations of use and satisfaction.

Reason for this entry: Do not infer individual combinations from marginal totals alone.

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Quantitative evaluation question	Data collection method	Sampling strategy	Analysis method	Use in integration

Writing tips and explanation for this section

About this section

Design the quantitative component.

Do not infer individual combinations from marginal totals alone.

View the method explanation

Writing tips

Keep the information in each row aligned. Scroll wide tables horizontally to see every column.

Read the full fictional example

Qualitative component design

Design the qualitative component.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Scroll horizontally to view the table

Qualitative evaluation question	Data collection method	Purposive sampling strategy	Analysis method	Use in integration
Why could satisfied participants not use it?	Semi-structured interviews	Select by quantitative response patterns.	reflexive TA	Compare numerical differences with workplace conditions.

Reason for this entry: Check whether all patterns are represented.

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Qualitative evaluation question	Data collection method	Purposive sampling strategy	Analysis method	Use in integration

Writing tips and explanation for this section

About this section

Design the qualitative component.

Check whether all patterns are represented.

View the method explanation

Writing tips

Keep the information in each row aligned. Scroll wide tables horizontally to see every column.

Read the full fictional example

Integration design: joint display plan

Specify how quantitative and qualitative findings will be compared.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Create a joint display with response patterns as rows and counts, fictional accounts, provisional interpretations and possible counterevidence as columns.

Reason for this entry: Allow discordant findings to be recorded.

Writing tips and explanation for this section

About this section

Specify how quantitative and qualitative findings will be compared.

Allow discordant findings to be recorded.

View the method explanation

Writing tips

Use the example as a reference and record what you have established about your own program. Distinguish assumptions and unchecked matters from confirmed facts.

Read the full fictional example

Mixed methods design diagram: free response

Diagram or list quantitative-to-qualitative, qualitative-to-quantitative or parallel flows and integration points.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Questionnaire → check individual patterns → purposively select interviews → qualitative analysis → interpret using joint display.

Reason for this entry: Show connections across design, sample selection and interpretation.

Writing tips and explanation for this section

About this section

Diagram or list quantitative-to-qualitative, qualitative-to-quantitative or parallel flows and integration points.

Show connections across design, sample selection and interpretation.

View the method explanation

Writing tips

Use the example as a reference and record what you have established about your own program. Distinguish assumptions and unchecked matters from confirmed facts.

Read the full fictional example

Completion check

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

☑ Checked: Explained design selection
☑ Checked: Defined integration points and recording of implementation changes
☑ Checked: Designed roles and appropriate collection and analysis for each component
☑ Checked: Designed purposive qualitative sampling
☑ Checked: Plan needed joint displays and explanations, recording reasons for revisions.
☑ Checked: Checked report structure separating quantitative, qualitative and integrated findings

Reason for this entry: This checks a fictional design, not evidence already collected.

Explained design selection
Defined integration points and recording of implementation changes
Designed roles and appropriate collection and analysis for each component
Designed purposive qualitative sampling
Plan needed joint displays and explanations, recording reasons for revisions.
Checked report structure separating quantitative, qualitative and integrated findings

Writing tips and explanation for this section

About this section

This checks a fictional design, not evidence already collected.

View the method explanation

Writing tips

Read each item and check those you have confirmed. Do not use the fictional example’s checkbox states as findings about your own program.

Read the full fictional example

Before writing, check when to use the worksheet and what completion involves

Mixed methods integration design worksheet is a worksheet for applying Mixed Methods Research in meetings or individual work. For the overall duration of the method, use “Planning example, not a universal standard duration: 3 months–1 year, depending on design complexity and collection scale” as a reference, adjusting for scale and resources. Fill in what you know provisionally and leave unresolved matters as questions to check next.

When this worksheet is useful

When quantitative outcomes show achievement or non-achievement without reasons, using qualitative data to explain context, explanatory sequential
When understanding processes and meanings experienced by beneficiaries alongside effect sizes, convergent
When exploring unfamiliar phenomena or populations to develop quantitative measures from qualitative findings, exploratory sequential

Participants and preparation

An evaluator or team handling quantitative and qualitative analysis and integration. Rather than focusing on numbers of staff, ensure both approaches and agreement or disagreement can be examined.

Bring the materials used for decisions, existing data, and differing stakeholder views to help complete the worksheet.

Suggested order

1. Basic informationRecord initial mixed methods plans or revised design and reasons during implementation.
2. Quantitative component designDesign the quantitative component.
3. Qualitative component designDesign the qualitative component.
4. Integration design: joint display planSpecify how quantitative and qualitative findings will be compared.
5. Mixed methods design diagram: free responseDiagram or list quantitative-to-qualitative, qualitative-to-quantitative or parallel flows and integration points.
6. Completion check

Signs the worksheet is ready for review

Mixed methods design diagram: sequence and integration points
Component findings and judgments connecting and integrating data
Joint display or integration matrix

Cautions for review

Calling collection of two data types mixed methods. Connect them intentionally and show methods and interpretations. Integration may be designed beforehand or developed during research.
Using qualitative work merely to decorate numbers. Specify each component's role, priority and contribution. Equal weighting is unnecessary, but justify integration.
Juxtaposing results without explaining integration. Consider connections initially and retain reasons and actual methods when plans change.

Guides to read before starting

Read a completed fictional example (your entries will not change)

Fictional example; not actual results

A fictional illustrative plan for interviews following fictional training results: 24 satisfied and 18 using the plan among 30 respondents.

Basic information

Program and evaluation issue: Differences in training satisfaction and use
Design: convergent / explanatory sequential / exploratory sequential: Explanatory sequential
Design selection rationale: Ask reasons for numerical patterns of use.
Integration point: design / collection / analysis / interpretation: Participant selection after quantitative tabulation and final interpretation
Implementation period and staff: July–August 2026 / quantitative lead A and qualitative lead B (fictional)

Reason for this entry: Connect interview selection to quantitative findings.

Quantitative component design

Scroll horizontally to view the table

Quantitative evaluation question	Data collection method	Sampling strategy	Analysis method	Use in integration
What percentage used the plan?	Questionnaire	Distributed to all 40 trainees	Valid-response percentages and missing-data counts	Select interviews using individual combinations of use and satisfaction.

Reason for this entry: Do not infer individual combinations from marginal totals alone.

Qualitative component design

Scroll horizontally to view the table

Qualitative evaluation question	Data collection method	Purposive sampling strategy	Analysis method	Use in integration
Why could satisfied participants not use it?	Semi-structured interviews	Select by quantitative response patterns.	reflexive TA	Compare numerical differences with workplace conditions.

Reason for this entry: Check whether all patterns are represented.

Integration design: joint display plan

Create a joint display with response patterns as rows and counts, fictional accounts, provisional interpretations and possible counterevidence as columns.

Reason for this entry: Allow discordant findings to be recorded.

Mixed methods design diagram: free response

Questionnaire → check individual patterns → purposively select interviews → qualitative analysis → interpret using joint display.

Reason for this entry: Show connections across design, sample selection and interpretation.

Completion check

☑ Checked: Explained design selection
☑ Checked: Defined integration points and recording of implementation changes
☑ Checked: Designed roles and appropriate collection and analysis for each component
☑ Checked: Designed purposive qualitative sampling
☑ Checked: Plan needed joint displays and explanations, recording reasons for revisions.
☑ Checked: Checked report structure separating quantitative, qualitative and integrated findings

Reason for this entry: This checks a fictional design, not evidence already collected.

Common errors in judgment

Assuming separate chapters constitute mixed methods

How to revise: Show an interpretation combining both findings.

Reason: Some questions can only be answered through integration.

Choosing the convenient result when findings differ

How to revise: Examine populations, measurement and timing.

Reason: Disagreement itself may be important evidence.

Editorial and checking information

Content updated: 2026-09-13Source checked: 2026-09-13 (includes AI cross-checking)No documented human reviewIncludes fictional examplesEditorial policy and scope of checking Cite this page Report a correction

References and checked sections

Best Practices for Mixed Methods Research in the Health Sciences
John W. Creswell, Ann C. Klassen, Vicki L. Plano Clark and Katherine C. Smith / NIH OBSSR · 2011
Section consulted
The Nature and Design of Mixed Methods Research, pp.5–9: integration, connection, sequence, priority, resources and sampling
How it relates to the text
Connection and integration timing varies by design; earlier analysis can inform later research. Consider resource needs and participant selection accordingly.
Source checked: 2026-09-13 (includes AI cross-checking)

How to cite this page

EvalCompass Editorial Team. “Mixed methods integration design worksheet”. EvalCompass, updated 2026-09-13. https://evalcompass.jun-nakatani.com/en/worksheets/mixed-methods/

Add the date you accessed the page. Text created by this site is available under CC BY 4.0. Quotations, external materials, and bundled fonts have their own terms of use. When reusing content, credit the source, link to the license, and indicate any changes.

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Change history

2026-09-13 — Checked sources for definitions and applicability, and added fictional examples, judgment rationales and all-field examples. Revised unverified historical or adoption claims and fixed counts, thresholds and institutional generalizations. Independent content checks prompted corrections to sequential connections, component priority and uniform cost or sampling assertions. Aligned cautions and completion checks with emergent design and removed triangulation as a synonymous alternative name.