Template analysis
Iteratively refine a hierarchical coding template
Template analysis develops a hierarchical coding framework to organise and interpret qualitative data. Researchers may begin with selected a priori themes, then revise their scope and relationships through engagement with the material. The template remains adaptable rather than a permanently fixed checklist. Its use can support team-based applied research while accommodating different epistemological positions when these are made explicit.
Choose when a structured yet revisable coding hierarchy helps compare cases, especially where existing theory supplies provisional concepts. Ensure initial categories can change in response to contrary or unexpected data.
Strengths
- Hierarchical codes organise complex applied datasets
- A priori concepts can be revised transparently
Limitations
- Early categories can constrain attention prematurely
- A neat template can conceal shallow interpretation
Know the boundary
Template analysis is not simply applying a fixed codebook without interpretative revision.