Applied Research Design using Mixed Methods

December 7-8, 2020
Online Webinar via Zoom
Greg Guest



Course Description

Applied Research Design using Mixed Methods is a two-day course focused on the practical aspects of research design in the context of mixed methods. The course covers the essential principles behind designing fundable research, including: developing clear objectives and crafting engaging research questions, choosing appropriate sampling strategies, and selecting effective data collection methods (qualitative and quantitative). A significant amount of time is spent on how to integrate qualitative and quantitative datasets in the context of mixed methods designs.

The course covers qualitative and quantitative techniques commonly used in the social/behavioral and health sciences – in-depth interviews, focus groups, participant-observation, surveys, and secondary data.  Less common, but highly effective, methods are additionally described and include Geographic Information Systems (GIS), document analysis, network analysis, free-listing, vignettes/factorial surveys, direct observation, and projective techniques.

Real-world examples are used to illustrate concepts/methods and highlight common challenges associated with designing and implementing mixed methods research. Although this course is pragmatic in nature, some time is devoted to the history of, and theory behind, the field of Mixed Methods.

Event Details

Start date: December 07, 2020

End date: December 08, 2020

Start time: 09:00 a.m. EST

End time: 05:00 p.m. EST

Venue: Zoom Webinar



Greg GuestGreg Guest, Ph.D

Greg Guest is a Senior Research Scientist at the Pacific Institute for Research & Evaluation, and Co-Founder/Principal of Q42 Research consulting. For the past 20 years, Greg has designed and implemented mixed methods studies in more than 15 countries, employing research designs ranging from ethnography, to population-level studies, to randomized controlled trials. As Principal investigator, he has received grants from the National Institutes of Health, the Patient-Centered Outcomes Research Institute, and the United States Agency for International Development. Greg has devoted much of his career to teaching, and building institutional capacity in, research methodology. He has taught over 80 national and international workshops on the design, implementation, analysis and dissemination of qualitative and mixed methods research. He is lead instructor for the annual Institute for Research Design in Librarianship (Loyola Marymount University), and routinely teaches courses at the Centers for Disease Control & Prevention (CDC University). Greg has published six textbooks and over 30 scientific papers in the areas of research methodology and global health. For more details, see his LinkedIn profile.

Course Details

Who Should Attend

Our workshop is designed for graduate students, post-doctoral fellows, faculty, and researchers from the behavioral, social, and health sciences. This course serves as an introduction for less-experienced researchers and as a refresher for more seasoned researchers. It is for those who wish to gain a foundational understanding of how to design and carry out a successful mixed methods study.

This course is also an excellent springboard for those who wish to pursue further training by subsequently enrolling in one or more of our other workshops on qualitative and quantitative methods.

No specialized software is required for this class.

The Goals of the Workshop

Our goal is to provide participants with a practical roadmap for designing a solid and fundable, mixed methods research study. At the end of this course, participants will be able to:

  • Write cogent and engaging research objectives and questions
  • Choose appropriate qualitative and quantitative data collection methods for a MM study
  • Select appropriate sampling strategies for a MM study
  • Use notation and diagramming methods common to mixed methods research
  • Integrate qualitative and quantitative data within a mixed methods framework
  • Define “mixed methods” and its historical trajectory
  • Describe the various mixed methods designs and typologies
    • Note: To make the most of the instruction, we strongly encourage participants to bring a research idea to the workshop. Research ideas will be incrementally developed and refined throughout the workshop, with the goal of having a working framework for a proposal at the end of the two days.

Reviews from Past Participants

This is the first time Greg will be offering this class through Curran-Bauer Analytics, but he has previously taught the class for a number of different organizations:

When we offer courses instructed by Greg at the CDC, we always fill the classes and have excellent feedback. Students value that he makes the classes practical to their work environment and enjoy the group interaction fostered in his classes. I would highly recommend training offered by Greg.

Greg provided two trainings for staff in Community Affairs across the Federal Reserve System. The first was in conducting focus groups and the second in applied research design. In each training he was professional, engaging and well prepared. The materials used were helpful and we had the opportunity to apply what we were learning to a current research project, making it all the more relevant and useful. Greg is a great trainer with extensive experience in research design and methodology.
—Federal Reserve Bank

Greg’s really helped prepare our students for extremely difficult operations. His understanding of research methods and skill as an instructor and mentor has given them the confidence to excel during deployments. Greg has supported eight of our courses, and I hope he’ll support another eighty.
—Human Terrain System Program Officer, US Army

We've worked with Greg since 2014 to help us build the curriculum for the Institute for Research Design in Librarianship, a continuing education program for academic and research librarians. Greg has engaged with this group of professionals in a hands-on workshop setting to learn the fundamentals of conducting research. He lectured, conducted interactive exercises, and consulted with workshop participants individually. Greg is knowledgeable, adaptable, and fun to work with
—Institute for Research Design in Librarianship

It was a pleasure to work with you! Thanks again for the amazing training and technical assistance that you provided to EngenderHealth staff and consultants in Tanzania and in New York. Your expertise in study design, data collection, analysis, and software analysis packages was invaluable. I was most impressed with your deep knowledge of theory and reproductive health subject matter coupled with skillfulness in applied research that was immediately useful in improving program design.

Virtual Access Ltd. has benefited immensely from the expertise of Greg since 2002. He trained nearly 40 of our staff in various aspects of social research including ethics, research methodology, sampling techniques quantitative and qualitative research. He has also trained our staff in participant observation techniques. His style in training has led Virtual Access to become one of the leading research institutions in the area of formative research in Ghana. His experience in training enables them to conduct these training sessions in a smooth way for participants to understand and apply in the field.
—Virtual Access (Ghana)

Greg’s training style perfectly met our needs in Malawi. He was culturally sensitive and able to make complex research concepts accessible to all of our participants. I felt our field staff were much better prepared and competent in their research skills thanks to Greg’s training.
—Save the Children

We found our workshop with Greg very useful and engaging. He did a great job of adjusting on the fly to the experience level of the group, and used participants’ questions to guide much of what we covered. Greg’s deep experience with the subject matter and skills as a presenter kept the training informative and never boring.
—HIV Prevention Trials Network

What is Provided

Participants will receive complete PDF copies of the course notes. The PDFs are not time-limited and may be retained indefinitely but should not be distributed to others without obtaining prior permission.

Interactions with Instructor

Participants can ask text-based questions using a Zoom function that will be monitored by CBA staff and conveyed to the instructor. The instructor will also set aside time for text-based Q&A after each section of instruction. If a question cannot be answered during lecture, a text response will be provided at a later time. The course also contains individual exercises in which participants have the opportunity to share, and get feedback on, components of their research design.

Connectivity Requirements

Because participants are receiving the stream from Zoom and not broadcasting video images back, the connectivity requirements are minimal. A minimum of 150kbps (kilobytes per second) is required to participate in a video webinar, and this can be wired or wireless. Given typical home internet connections or personal WiFi access, these requirements are quite low. For example, it is recommended that a 3000kbps (or 3mbps, megabytes per second) connection be used to stream a movie on Netflix. A typical WiFi hotspot on a typical cell phone is 20-30mbps, thus any standard internet connection should allow for uninterrupted participation in the webinar. See to evaluate your own connection speed. Note that a typical source of connectivity problems in the home is linking the device to the WiFi broadcast unit, so be certain your device is has uninterrupted lines of site to the wireless modem; see, e.g.,

Daily Schedule

Live-stream lectures will begin at 9:00 a.m. and finish at 5:00 p.m. Eastern Time (US) each day. Lectures will be interspersed with individual exercises and Q&A sessions, as specified in the syllabus below.

There will be 15-minute morning and afternoon breaks and a one-hour lunch break, the exact times of which are determined during lecture. Local time zones within which the participant is connected must be adjusted to correspond to Eastern Standard Time.

Availability of Recordings

The livestream does not have DVR-like controls and thus cannot be paused or rewound during the session itself. However, full recordings of the live-stream will be available to all participants for 6 months following the completion of the workshop. The recordings cannot be saved by the participant and will not be available after the 6 month period.

Technical Support

CBA is not able to provide technical support for end-user issues. As such, participants are fully responsible for connectivity that supports the live-stream of audio and video. Information will be provided about the minimum required bandwidth and methods for testing connectivity. However, in the low probability that a participant is not able to connect, there will be access to the recorded sessions for 6 months following the completion of the workshop.

Tuition Reduction Opportunities

We offer reduced-price registrations for graduate students who are actively enrolled in a recognized masters or doctoral training program. No application is necessary to qualify for the student tuition rates; simply choose the student rate when beginning the registration process at the top of the page. Confirmation of student status may be requested at a later time.

Support for Junior Scholars from Under-Represented Groups

We are fortunate to have the opportunity to work in collaboration with the Society of Multivariate Experimental Psychology (SMEP) to provide a limited number of financial awards to students from under-represented groups to attend methodological workshops. These awards are made to qualifying students and post doctoral fellows with available funds of up to $1000 per student. Please see Support for Students from Underrepresented Groups to Attend Methodological Workshops for full details on both of these sources of support.

Cancellation Policy

Curran-Bauer Analytics will fully refund registration fees, minus transaction fees, for cancellations made with one week or more notice prior to the event. Registration fees are non-refundable if a cancellation is made less than one week before the event.


Chapter 1. Introduction
1.1 Introduction and Organization of the Workshop
1.2 Historical Context: The Two Worlds of Mixed Methods
1.3 When and How Mixed Methods Designs are Useful
1.4 Necessary Perspective and Skills for a Successful MM Study

Chapter 2. A Roadmap for Applied Research Design
2.1 An Organizational Framework for Designing Research
2.2 Finding Your Study’s Purpose
Exercise 2.1: Describing your study’s purpose
2.3 Developing Clear Research Objectives
Exercise 2.2: Refining your research objective(s)
2.4 Crafting Engaging Research Questions
Exercise 2.3: Refining your research question(s)
2.5 Literature Reviews: Tips and Tricks

Chapter 3. Sampling and Data Collection Methods
3.1 Qualitative Methods
Exercise 3.1: Applying qualitative methods to your study
3.2 Quantitative Methods
Exercise 3.2: Applying quantitative methods
3.3 Sampling Approaches (Probability and Non-probability)
Exercise 3.3: Applying sampling approach(es) to methods

Chapter 4. Mixed Methods Fundamentals
4.1 Mixed Methods Designs and Typologies
4.2 Typologies: Limitations and Alternatives
Exercise 4.1: Choosing a MM design for your study
4.3 Integrating Sampling Approaches
Exercise 4.2: Integrating sampling approach(es)
4.4 Analysis of Sequential Designs
4.5 Analysis of Parallel Designs
4.6 MM Notation
4.7 Diagramming in Mixed Methods
Exercise 4.3: Diagramming your study
4.8 Presenting/Writing Up Mixed Methods Research (Self-Study)

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