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Geoforum Volume 24 Issue 3 1993 Michael J. Healey; Michael B. Rawlinson -- Interviewing Business Owners and Managers- A Review of Methods and Techniques
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Geoforum. Vol. 24, No. 3. pp. 339-355, 1993 oolfF7185/93 $h.00+0.00 Printed in Great Britain 0 1993 Pergamon Press Lid Interviewing Business Owners and Managers: a Review of Methods and Techniques MICHAEL J. HEALEY,* Coventry, U.K., and MICHAEL B. RAWLINSON,? Cardiff, U.K. Abstract: Interviews with business owners and managers are a prime source of information for economic geographers, yet very little has been written about this technique. Although the issues involved in business surveys are not unique, several points about research methods are highlighted when undertaking business inter- views, including the link between interview techniques and research design, identify- ing respondents and obtaining access, preparing for interviews and obtaining ‘accurate’ answers, and ways of conducting and recording interviews. This paper draws upon both published sources and a survey of the interview methods used by Anglo-American economic geographers in order to review the methods and tech- niques of interviewing. This paper concludes by arguing that there is no one ‘best’ way of interviewing business owners and managers. Methods vary for different situations, depending on a range of factors, including the research design, the kind and amount of information required, the resources available, and the size, organiza- tional structure, sector and location of the businesses to be approached. There is an urgent need for a greater priority to be given to experimenting with different survey methods and reporting the results. Business Interviews and Geographical Research Business organizations have been an important focus for geographical research for a long time. In the late 1950s and 1960s a combination of dissatisfaction with the treatment of the firm as a ‘black box’ in neoclassi- cal location theory and the increasing concentration of economic power in large businesses led to the emergence of the behavioural approach and an analy- sis of the geography of enterprise (KRUMME, 1969; McNEE, 1960). To begin with most attention was given to large industrial enterprises [e.g. WATTS *Division of Geography, School of Natural and Environ- mental Sciences, Coventry University, Coventry CV15FB, U.K. tCardiff Business School, University of Wales College of Cardiff, Cardiff CFl 3EU, U.K. (1980)]. Although later interest continued in the role of multiplant and multinational organizations in influencing spatial patterns of human activity [e.g. HEALEY and WATTS (1987) and TAYLOR and THRIFT (1982)], attention also widened to include small enterprises [e.g. KEEBLE and WEVER (1986) and MASON (1989)] and the relationships between small and large businesses [e.g. TAYLOR and THRIFT- (1983) and RAWLINSON (1991)]. Furthermore, interest spread from a concern with enterprises primarily involved in manufacturing to those engaged in other sectors, such as producer services [e.g. THRIFT et al. (1988)], distribution [e.g. McKINNON (1985)], and agriculture [e.g. ILBERY (1987)]. Interviews with owners and managers are a prime source of information on the activities of businesses, 339
Transcript
  • Geoforum. Vol. 24, No. 3. pp. 339-355, 1993 oolfF7185/93 $h.00+0.00

    Printed in Great Britain 0 1993 Pergamon Press Lid

    Interviewing Business Owners and Managers: a Review of Methods and

    Techniques

    MICHAEL J. HEALEY,* Coventry, U.K., and MICHAEL B. RAWLINSON,? Cardiff, U.K.

    Abstract: Interviews with business owners and managers are a prime source of information for economic geographers, yet very little has been written about this technique. Although the issues involved in business surveys are not unique, several points about research methods are highlighted when undertaking business inter- views, including the link between interview techniques and research design, identify- ing respondents and obtaining access, preparing for interviews and obtaining accurate answers, and ways of conducting and recording interviews. This paper draws upon both published sources and a survey of the interview methods used by Anglo-American economic geographers in order to review the methods and tech- niques of interviewing. This paper concludes by arguing that there is no one best way of interviewing business owners and managers. Methods vary for different situations, depending on a range of factors, including the research design, the kind and amount of information required, the resources available, and the size, organiza- tional structure, sector and location of the businesses to be approached. There is an urgent need for a greater priority to be given to experimenting with different survey methods and reporting the results.

    Business Interviews and Geographical Research

    Business organizations have been an important focus

    for geographical research for a long time. In the late

    1950s and 1960s a combination of dissatisfaction with

    the treatment of the firm as a black box in neoclassi-

    cal location theory and the increasing concentration

    of economic power in large businesses led to the

    emergence of the behavioural approach and an analy-

    sis of the geography of enterprise (KRUMME, 1969;

    McNEE, 1960). To begin with most attention was

    given to large industrial enterprises [e.g. WATTS

    *Division of Geography, School of Natural and Environ- mental Sciences, Coventry University, Coventry CV15FB, U.K. tCardiff Business School, University of Wales College of Cardiff, Cardiff CFl 3EU, U.K.

    (1980)]. Although later interest continued in the role

    of multiplant and multinational organizations in

    influencing spatial patterns of human activity [e.g.

    HEALEY and WATTS (1987) and TAYLOR and

    THRIFT (1982)], attention also widened to include

    small enterprises [e.g. KEEBLE and WEVER (1986)

    and MASON (1989)] and the relationships between

    small and large businesses [e.g. TAYLOR and

    THRIFT- (1983) and RAWLINSON (1991)].

    Furthermore, interest spread from a concern with

    enterprises primarily involved in manufacturing to

    those engaged in other sectors, such as producer

    services [e.g. THRIFT et al. (1988)], distribution [e.g. McKINNON (1985)], and agriculture [e.g.

    ILBERY (1987)].

    Interviews with owners and managers are a prime

    source of information on the activities of businesses,

    339

  • 340 Geoforum/Volume 24 Number 3/1993

    whether the purpose is to understand the spatial

    behaviour of the organizations themselves or as a

    means of analysing the economic geography of a

    particular sector or area. It needs to be recognized,

    however, that interviews with business owners and

    managers will provide the research worker with

    material from only one particular viewpoint and it

    will often be desirable to obtain other viewpoints,

    such as those of the unions and various government

    bodies. Where conflicting evidence emerges aca-

    demic detachment will be required in assessing and

    interpreting the information collected. This paper is

    concerned only with reviewing different methods of

    interviewing business owners and managers,

    although many of the points made here may be of

    relevance to gathering information from representa-

    tives of a wide range of organizations, and several

    issues overlap with those discussed in social surveys.

    Business interviews range from asking the same list of

    questions in an identical form to all respondents to

    discussions of a series of topics in which the questions

    asked vary from respondent to respondent, depend-

    ing on the answers previously given and the nature of

    the interaction process in the interview. The choice of

    standardized or non-standardized interviews is linked

    to the research design and theoretical framework

    adopted. However, the relationship is not exact and

    many combine different methods of interviewing as

    appropriate within the same research design. Inter-

    views may take place over the telephone or, more

    frequently, face-to-face.

    Many books have been written on survey research

    methods [e.g. DIXON and LEACH (1978),

    GARDNER (1978) and HOINVILLE et al. (1978)]

    and the methodology of qualitative research [e.g.

    EYLES and SMITH (1988) and SILVERMAN

    (1985)]. Some focus specifically on interviewing [e.g.

    BRIGGS (1988) and GORDEN (1975)], but most

    are concerned with social surveys rather than investi- gations of businesses. Although the general advice in

    these texts is relevant to the economic geographer.

    for the most part the books lack examples of business

    interviews and discussion of the specific problems

    involved. Some useful hints arc contained in the

    literature on elite interviewing [e.g. DEXTER (1970)

    and MOYSER and WAGSTAFFE (1987)], but, with

    the exception of KINCAID and BRIGHT (1957a. b),

    little involves economic elites. Discussions of the

    process of undertaking research in organizations also

    contain helpful insights [e.g. BRYMAN (1988,

    1989)]. More general discussions of surveying

    businesses are contained in the industrial market

    research literature [e.g. HAGUE (1987a), HART

    (1987), JOBBER and BLEASDALE (1987),

    MACFARLANE-SMITH (1972), RAWNSLEY

    (1978) and WILSON (1968)], but most of this work is,

    not surprisingly, concerned with market assessment

    and industrial buying, and not all of this experience

    may be directly transferable to undertaking other

    types of business survey. With a few exceptions

    (BACHTLER. 1984; HEALEY, 1983. 199la;

    MCDOWELL, 1992; SCHOENBERGER. 1991.

    1992), discussions by economic geographers of inter-

    viewing business managers are restricted to the

    methodology sections of research theses and mono-

    graphs, and brief comments on business surveys in a

    few text books [e.g. ILBERY (1985a)). This paper

    attempts to bring together previously scattered com-

    ments on interviewing business owners and managers

    with a coherent framework.

    Relatively few issues of research method are unique

    to studies of businesses (BULMER, 1988). Several

    issues are, however. sharply highlighted in business

    surveys. Business organizations arc bounded insti-

    tutions to which the research worker has to seek,

    negotiate and gain access. Once entry has been

    secured a workable relationship needs to be estab-

    lished with the representative(s) of the business in

    which to gather information by interview. Various

    ethical issues, concerned with explaining adequately

    the purpose of the investigation, the confidentiality of

    the responses, and the rights of respondents to com-

    ment on what is written about them, also arise in

    business surveys.

    The aim of this paper is to discuss these and other

    issues by reviewing the literature on interviewing

    business owners and managers, and illustrating the points raised with examples of the methods used by

    economic geographers. It builds on an earlier broader

    survey of methods of obtaining information from

    businesses by one of the authors (HEALEY, 199la).

    To supplement the limited number of published

    examples, 20 colleagues in the U.K., North America

    and Australasia were invited to give us illustrations of

    their experiences of interviewing business owners and

    managers. These contacts provided many useful

  • GeoforumNolume 24 Number 3/1993

    examples and emphasised the need to illuminate the

    way interviews are undertaken so as to highlight

    successful practices and to improve the standard of

    interviewing. The debate on the nature of the links

    between the methods used on the ground and the

    underlying philosophy or epistemological base is well

    developed elsewhere (MASSEY and MEEGAN,

    1985 ; MCDOWELL, 1992; SAYER, 1992;

    SCHOENBERGER, 1992). In this paper the empha-

    sis is on interviewing as a method or technique of

    gathering information once it has been chosen by a

    research worker. Discussion of how the data, once

    collected, is analysed, though important, is outside

    the remit of this paper. This review of successful

    practices should be useful as a guide to research

    workers unfamiliar with undertaking interviews of

    business owners and managers, and should also help

    experienced researchers to reflect on the strengths

    and weaknesses of a widely used technique. It is

    important to appreciate the problems and potentials

    of interviewing if the findings of research using the

    method are to be understood fully. Although this

    paper is illustrated primarily by the experiences of

    economic geographers, many of the points made

    should be helpful to other social scientists planning to

    interview business owners and managers.

    Following a brief discussion of the situations when

    interviews are necessary, the relationship between

    interview techniques and research design is dis-

    cussed. Methods of identifying respondents and

    obtaining interviews are then examined. This is fol-

    lowed by sections, first, on preparing for interviews

    and obtaining accurate answers and, second, on

    conducting and recording interviews. This paper con-

    cludes by arguing that there is an urgent need for a

    greater priority to be given to experimenting with

    different survey methods and reporting the results.

    When to Interview

    Obtaining information direct from business owners

    and managers is a time-consuming and labour-

    intensive method of collecting information, and it is therefore usually sensible first to examine other

    sources. Much general information exists, at least

    about large businesses and the industries in which

    firms operate (although the quality of the former is

    sometimes debatable), and this should be examined

    before interviews are undertaken. For example, R.

    341

    Le Heron (personal communication, 1991) empha-

    sizes that, in two recent projects, one on the restruc-

    turing of farm businesses in New Zealand and the

    other on the internationalization of large Australian

    and New Zealand companies in the 198Os, as much

    effort went into establishing the context of state

    policy and investment conditions as into interview-

    ing. Interviews are thus rarely used as the only source

    of information and are employed to complement

    other data sources, such as company accounts and

    aggregate industry statistics.

    In many situations, however, the information and

    insights that economic geographers are seeking may

    only be obtained direct from people in the businesses

    being examined. A number of options remain for

    obtaining the information; namely, a self-

    administered questionnaire, a telephone interview,

    or a face-to-face interview. Self-administered ques-

    tionnaires are most appropriate where there are a few

    simple factual questions, many of which may be

    answered by the respondents ticking the relevant

    boxes. HAGUE (1987a) suggests that postal ques-

    tionnaires are most suitable for surveying businesses

    run by one key decision maker. One of the advan-

    tages of the technique is that it ensures consistency in

    the questions asked and avoids variability between

    interviewers. The written questionnaire also means

    that respondents can answer the questions at their

    own pace, which allows for potentially more con-

    sidered replies. However, in the absence of a skilled

    interviewer, there is no control over the order in

    which the questions are completed, some questions

    may be missed by the respondent and there is no

    opportunity to probe vague answers (DE CHERNA-

    TONY, 1988; SWAIN, 1978).

    Interviews are generally essential when there are a

    large number of questions, or the subject of the

    survey involves an investigation into the reasons for

    decisions or the perception of the owner or manager.

    The main advantages of an interview are that the

    interviewer not only has more control over who

    answers the questions than can be achieved with a

    postal survey, but can also clarify any ambiguous

    questions, probe answers that are too brief, and

    query discrepancies in the replies. Standardized

    interviews are often used as an alternative to self-

    administered questionnaires sent through the post

    [e.g. HEALEY (1984)], because, though more

    expensive in terms of time and cost, they usually

  • 342

    achieve a higher response rate, One review of 43 local

    and regional surveys of economic activity in the U.K.

    found that, although response rates varied widely,

    the average response rate for postal surveys was 51%.

    while for face-to-face interview surveys it was 75%

    (HEALEY, 1991a).

    Telephone interviewing is growing in popularity in

    economic research. It is a relatively cheap method,

    especially if restricted to a local area, and in many

    cases an immediate answer to the survey questions

    can be obtained. However, it is harder to build up a

    trusting relationship over the telephone than it is in a

    face-to-face interview, and it is also easier for the

    respondent to terminate the interview (WILSON,

    1968). Telephone interviewing is sometimes used to

    increase the overall response rate in postal surveys

    [e.g. ELIAS and HEALEY (1991) and MAR-

    SHALL (1983)]. Although telephone interviews

    have been used successfully for up to half an hour

    [e.g. NORTH et al. (1983)], they would seem most

    suitable for obtaining answers to a small number of

    simple questions where it is reasonable to suppose

    that the person being spoken to knows the answers

    without having to consult any records. HAGUE

    (1987a) suggests that there is a limit of about 10 min

    for the length of time that a respondents attention

    can be held on the telephone for a structured inter-

    view.

    In many instances an interview-survey of businesses is

    the only way to obtain the answers to the questions

    that researchers pose. For example, FOTHERGILL

    and GUY (1990, p. 44), in examining the closure of

    factories state that: The interview-based approach

    means that we can find out directly about the reasons

    for managers decisions rather than merely infer

    causation from statistics. In our view, this is by far the

    most fruitful and illuminating way to understand

    branch closures. Direct quotations from interviews

    can give useful insights into the way businesses re-

    spond to various situations and can provide anecdotes

    to illustrate other material [e.g. MARKUSEN

    (1991)].

    Interview Techniques and Research Design

    Standardized und non-standardized interviews

    The reliability and usefulness of research findings and

    their interpretation are closely linked with the nature

    Geoforum/Volume 24 Number 3/1993

    and quality of the survey methods used and often

    reflect the underlying research design adopted. Inter-

    view techniques may be categorized into standard-

    ized and non-standardized. The main characteristics

    of these two types of interview are summarized in

    Table 1. With standardized interviews, each business

    owner or manager in the survey is asked an identical

    set of questions in a fixed order. They are most

    suitable for collecting information, which is largely

    factual or non-emotive, from businesses with several

    features in common. They are particularly appropri-

    ate when the aim is to quantify the relative import-

    ance of different responses to questions about a set of

    well-defined topics. In contrast, a non-standardized

    interview is much less structured and the questions

    asked and the phrasing of the questions vary from

    interview to interview. At its most informal the non-

    standardized interview can be a non-directive convcr-

    sation. but in economic geography interviews of this

    kind are almost exclusively focused or guided to cover

    a predetermined set of topics. Non-standardized

    interviews are most helpful when exploring new

    topics, sensitive or emotive issues, and when the

    businesses are highly variable in their characteristics.

    They are particularly suitable for detailed examin-

    ation of topics and when the nature of the experience

    of respondents is likely to vary widely, such as when

    examining the sometimes conflicting logic that can

    underlie corporate decisions (SCHOENBERGER,

    1991), or where the issues are ill-defined, ill-

    understood or conceptually complex (HEDGES and

    RITCHIE. 1987). Examples of standardized inter-

    view schedules and non-standardized interview topics

    used in economic geography are reproduced in

    HEALEY (19Yla).

    The predominant type of interview used depends in

    part on the research design adopted. Standardized

    interviews arc most common in extensive research

    projects concerned to identify general patterns and

    outcomes. Such projects are typically associated with surveys of representative samples or populations and

    quantitative analyses in which taxonomic (i.e. classi-

    ficatory) groups, such as rural areas or closures, arc

    used [e.g. FOTHERGILL and GUDGIN (1982) and

    STAFFORD and WATTS (199(l)]. Extensive re- search is the dominant research design used in positi-

    vist approaches to social enquiry. In contrast, non-

    standardized interviews are more associated with intensive research designs in which the main ques-

  • Interview schedule Identical questions in a fixed order

    GeoforumNolume 24 Number 3/1993

    Table 1. Outline of the main characteristics of standardized and non-standardized interviews*

    343

    Characteristics Standardized Non-standardized

    Research design

    Theoretical approach

    Usually extensive and quantitative, examines taxonomic groups

    Commonly used in positivist approaches

    Usually intensive and qualitative, examines causally related groups

    Commonly used in realist and phenomenological approaches

    Sample Representative or whole population Selected to cover a range of issues and phenomena of interest. May be chosen as research progresses

    List of topics. Flexible, form and wording of questions vary with knowledge of respon- dents and interviewer, and direction of the interview

    Interview style Minimization of interviewer-related error Interactive, following issues raised in the interview

    Questions

    Suitability

    Factual and pre-coded questions common Nearly all questions open-ended

    For summarizing answers for sample, In-depth studies investigating causally related comparing responses to the same questions, mechanisms, exploring new research areas generalizing, testing hypotheses, inferring seeking explanation and understanding causality

    Interviewer skills Ability to interview non-directively and consistently

    Thorough understanding of research topic, ability to converse intelligently and with sympathetic understanding

    *Based in part on ideas drawn from Fig. 13 in SAYER (1992) and Table 6.1 in SAYER and MORGAN (1985). Summaries of this kind tend to emphasize the differences between the two types of interview (see the text for a more balanced review).

    tions involve how the observed behaviour of a busi-

    ness is related to its own history and circumstances, or

    how some causal processes work out in particular

    cases. Intensive research typically uses mainly quali-

    tative forms of analysis. It is the dominant research

    design associated with realist and phenomenological

    approaches in the social sciences. Intensive research

    commonly examines groups whose members are

    causally related (i.e. are connected in a relationship)

    to one another, such as firms which are related

    vertically through linkages [e.g. RAWLINSON

    (1991)] or horizontally through competition (i.e.

    operate in the same market sector). The businesses

    selected may not be typical and may be selected one

    by one as the research proceeds and as an understand-

    ing of the membership of a causal group is being

    developed. Often businesses are chosen to en- compass the variability in the situations they face

    [e.g. CREWE (1989)]. A small number of cases

    examined in detail is common practice. The stress

    placed on identifying the context in which businesses

    operate in case study research means that sometimes

    lengthy interviews are required. R. Hayter (personal

    communication, 1991), refers to interviews with four

    large Japanese companies undertaken by a doctoral

    student extending in one case to between 16 and 18 hr

    in total.

    Although associated with particular research designs,

    standardized and non-standardized interviews are

    not exclusive to extensive and intensive research

    designs, respectively. For example, non-standardized

    interviews may be used in the early stages of design-

    ing a standardized interview schedule. Moreover, the

    boundary between standardized and non- standardized interviews is indistinct (BURTON and

    CHERRY, 1970). In some interviews a list of the

    required information is given to the interviewer and it

    is left to her or him to collect the data from the

    respondents. In such a semi-standardized interview, information on the same topics is obtained from each

    business owner or manager, but the way in which the

    questions are phrased and their sequence is left to the

    interviewer. This technique gives the interviewer the

    flexibility to tailor the interview to fit the particular

    circumstances faced by the respondent while ensuring

  • 344

    that comparable information is collected which may

    later be quantified [e.g. FOTHERGILL and GUY

    (1990)]. A mixture of interview styles is often used in

    the same investigation. Thus, one section of an inter-

    view may ask a common set of factual questions of all

    respondents, while in another section a semi-

    structured qualitative approach may be used to ex-

    plore an aspect of the behaviour of the business [e.g.

    RAWLINSON (1990)].

    One of the aims of standardized interviews is to

    minimise interviewer-related errors (FOWLER and

    MANGIONE, 1990). This applies particularly where

    several interviewers are involved in the same project,

    though consistency of approach by a single inter-

    viewer is also important. The desirability of trying to

    create socially sterile conditions in the interview situ-

    ation is, however, a normative ideal. It implies that

    the meaning of a given question is apparent to all

    respondents and the language used is interpreted by

    all of them in the way intended by the researcher

    (BRIGGS, 1986). Moreover, the interview involves

    an interpersonal encounter and it is unrealistic, as

    BRENNER (1978, p. 138) argues, to try to make the

    interviewer act without acting. as if the interviewer

    could ever not influence the situation of action in the

    interview by means of his own performance.

    With non-standardized interviewing the interaction

    between interviewer and interviewee is emphasized

    rather than minimized (HEALEY, 1991a). Sayer

    (personal communication, 1986) suggests that, as

    non-standardized interviewing is a social process,

    which involves both the interviewer and the inter-

    viewee, it is important to give the interviewee an

    active role and try to be as flexible as possible regard- ing the form and order of questions so as to accommo-

    date for this. This view is confirmed by DEXTER

    (1970, p. 5) who states that the investigator is will-

    ing, and often eager to let the interviewee teach him what the problem, the question, the situation, is,

    within the limits of the research topic. It is important

    that the interviewer should also be actively involved

    in the process and the interview format should

    capitalise on the strengths of open-endedness. . . In

    particular, it should allow for discussion and

    dialogue+ven debate over controversial points

    (SCHOENBERGER, 1991, p. 187). With this

    method, the research worker is able to refer to and

    Geoforum/Volume 24 Number 3/1993

    build upon knowledge gained beforehand about the

    specific characteristics of the business, instead of

    having to affect ignorance . in order to ensure

    uniformity or controlled conditions and avoid what

    might be taken as observer-induced bias (SAYER,

    1984, p. 223).

    In non-standardized interviews the questions posed

    vary from one interview to the next, dependent on

    how the interview develops, the knowledge of the

    respondent and the level of understanding of the

    interviewer at the time of the interview. Consc-

    quently a different form of analysis is required for

    quantitative and qualitative information [c.g. SIL-

    VERMAN (1985)]. This is not the place for a dis-

    cussion of techniques of analysing the data collected

    in interviews, although it is. of course, important that

    the research worker decides how he or she is going to

    analyse the information before it is collected. Many

    research workers think that it is inappropriate, for

    example, to attempt to reduce qualitative data using a

    mechanical quantitative style of analysis. As GOR-

    DEN (1975, p. 61) notes, with respect to material

    collected in non-standardized interviews. there is no

    way that the information can be statistically summar-

    ized to reflect the aggregate response of the group or

    to compare one individuals response with

    anothers. SCHOENBERGER (1992, p. 198) de-

    velops this argument a stage further when she notes

    that with in-depth interviews although statistical

    generalizations cannot be made, the method does

    permit analytical generalizations relevant to theoreti-

    cal positions. This does not, however, mean that

    statistical information cannot be obtained in non-

    standardized interviews, as long as some similar ques-

    tions are asked of all respondents. MILNE ( 199 1 ), for instance, employed an unstructured discussion tech-

    nique in his examination of small firms in the U.K. hi-

    fi industry, yet, because he asked a set of similar

    questions to his sample, he was able to produce nine

    tables which help to give an in-depth understanding

    of recent competitive pressures and reorganization in

    this sector.

    Validity and reliability

    The difficulty of generalizing about the responses to

    non-standardized interviews raises the debate about

    the validity and reliability of the findings of intensive

    qualitative research. Much has been written on this

  • GeoforumNolume 24 Number 30993

    important issue [e.g. EYLES (1988), KIRK and

    MILLER (1986), SAYER (1992) and SYKES (1990,

    1991)]. Space permits room for only a few obser-

    vations. The first point is that discussion is often

    confused by the different ways in which the concepts

    are used. Here validity is taken to refer to the mean-

    ing and meaningfulness of the data, whereas re-

    liability is taken to refer to the consistency of the

    results.

    Validity may be assessed in terms of both the infer-

    ences which may be made from the findings and the

    kind and accuracy of the information obtained from

    individual sample units (SYKES, 1991). Some re-

    search workers emphasize the theoretical inferences

    which may be made from qualitative research. For

    example, CREWE (1989) argues that the goal of

    intensive research is to expand and promote theoreti-

    cal inferences, not to enumerate frequencies. This

    view is also used to justify case studies (MITCHELL,

    1983), which like experiments, are generalizable to

    theoretical propositions and not to populations or

    universes (YIN, 1984, p. 21). Others suggest that

    qualitative findings may be used to extrapolate be-

    yond the data and to make modest speculations

    about the likely applicability of the findings to other

    situations under similar, but not identical conditions.

    Extrapolations are logical, thoughtful and problem-

    oriented rather than purely empirical, statistical and

    probabilistic (QUINN PATTON, 1986) [cited by

    SYKES (1991, p. 7)]. The second meaning of validity

    refers to the goodness of the data. Here the

    strengths of qualitative research are clearest. As

    SYKES (1991, p. 8) notes: The main reason for the

    potential superiority of qualitative approaches for

    obtaining information is that the flexible and respon-

    sive interaction which is possible between interviewer

    and respondent(s) allows meanings to be probed,

    topics to be covered from a variety of angles and

    questions made clear to respondents.

    Even if qualitative research is accepted as capable of

    producing valid results, there may still be doubts

    about whether they are reliable. These doubts are often expressed in terms of a question along the lines:

    would the same study carried out by two different

    research workers using the same techniques produce

    the same findings? The difficulty of assessing the

    reliability of qualitative research revolves around the

    nature of the research process it uses. EYLES (1988,

    345

    p. 11) summarizes the problem well when he observes

    that: Interpretative geography does not stand out-

    side its subject-matter: it is part of the investigation

    and of the discourse itself. SYKES (1991, p. 4)

    similarly argues that qualitative research is not a

    linear process, it rather proceeds in a series of

    iterations with modifications of understanding occur-

    ring throughout the interviewing stage as well as

    during the formal analysis and writing up stages. She

    goes on to suggest that given the problems of assess-

    ing reliability it is important that the entire process of

    the research is made clear and the logic of the process

    of discovery is communicated. It is questionable,

    however, whether reliability and validity are entirely

    compatible goals (BRIGGS, 1986). SCHOEN-

    BERGER (1991, p. 11) suggests that the standard-

    ized interview is undoubtedly more reliable than the

    non-standardized interview. But the latter, when

    carefully administered, may offer greater accuracy

    and validity because it allows a more comprehensive

    and detailed elucidation of the interplay among strat-

    egy, history, and circumstances. By contrast, the

    standardized survey instrument must necessarily

    standardize and simplify a complex reality.

    Research workers need to be familiar with the

    strengths and weaknesses of both standardized and

    non-standardized interview techniques, and to know

    in what circumstances each is most appropriate.

    There are many examples where the design of stan-

    dardized interview schedules is inappropriate, be-

    cause insufficient thought is given beforehand as to

    why the information is being collected and the use to

    which it is to be put. Consequently, although some

    standardized surveys are technically very efficient,

    the findings may be of limited value (BLOOM, 1988).

    On the other hand, the findings from some non-

    standardized interviews may be vague and anecdotal

    because of lack of prior preparation and/or insuf-

    ficient skill in obtaining information during the inter-

    view. Despite the debate about the validity and

    reliability of qualitative research, it is apparent that,

    as economic geographers become more concerned

    with examining processes, relationships and inter-

    actions, rather than simply identifying patterns and

    outcomes, intensive research methods and non- standardized interview techniques are becoming

    more frequently used [e.g. COOKE and WELLS

    (1990), D. Gibbs (personal communication, 1991) and Le Heron (personal communication, 1991)].

  • 346

    Identifying Respondents and Obtaining Inter-

    views

    Whichever interviewing technique is used potential

    respondents have to be identified first. Talking to

    informed individuals and examining the business

    press are particularly useful when seeking case

    studies and when trying to maximise the range of

    experiences among the businesses chosen. These

    sources are also useful in updating the directory

    listings commonly used for constructing sampling

    frames (HEALEY, 1991a). Identifying the best per-

    son in a large company to approach for an interview

    can itself be a major problem, especially in a general

    survey. In a specific study, for example of purchasing

    linkages, the section of the firm to approach can be

    much clearer. For many enquiries the most suitable

    person to contact may be someone at the head office

    or divisional office rather than at a branch. Some-

    times the range of information required may make it

    desirable to interview more than one individual from

    a respondent company. Generally, when one good

    senior contact has been made it is easier to make

    others within the same organization. Introductions to

    managers in other tirms in the same industry may also

    be generated as a survey progresses. For example, in

    a study analysing buyer-supplier relationships in the

    motor industry. many of the names of buyers were

    obtained from the supplying firm respondents

    (WELLS and RAWLINSON, 1992).

    Identifying the business owner or manager can be

    problematic in some situations. For example. the

    concept of business owners and managers is anath-

    ema in the case of worker co-operatives (LOWE,

    1989). In farming also. the hierarchy of power and

    management may be less visible and definitive than in

    most other industries and it may not be immediately

    clear where the locus of decision making lies between

    farm managers, agents and land owners. Where

    father and son(s) are working in parallel it may be necessary to talk to several farmers (G. Clark,

    personal communication, 199 1).

    The best strategy for obtaining an interview seems to

    vary with the size of business and the nature of the

    investigation. A short interview at a small firm can

    often be obtained by simply knocking on the door

    [e.g. HEALEY (1984)]. Similar tactics are also often used in studies of farmers [e.g. ILBERY (3985b)],

    Geoforum/Volume 24 Number 30993

    although Clark (personal communication, 1991)

    suggests that it is now more important than ever to

    arrange interviews in advance. Prior permission to

    interview usually needs to be obtained when under-

    taking surveys in private spaces, such as a managed

    shopping centre. For example, LOWE (1991) found

    that centre management at Merry Hill Centre, Dud-

    ley placed restrictions on the amount and type of

    questions she was allowed to ask. A prior appoint-

    ment is particularly important for large businesses. A

    request for an interview may be made either by letter

    or telephone. The latter often obtains an immediate

    reply, but may not achieve a higher response (FOR-

    SYTHE, 1977). Telephoning and fishing for a

    named person who can best handle the enquiry bc-

    fore posting an introductory letter can work well (F.

    Peck, personal communication, 1991), as can obtain-

    ing an introduction by an appropriate intermediary

    (G. Linge. personal communication, 1991). Another

    possibility, when needing to contact people with

    broad overviews of their companies, is to write to the

    chief executives or managing directors requesting an

    interview with them or the person they think most

    appropriate [e.g. CREWE (1989)]. It can be helpful

    to enclose with the letter a short outline of the nature

    and purpose of the research project, and how the

    findings may be useful to the respondent (HEALEY.

    1979). A letter from the sponsor of the survey (where

    relevant) or another influential party may also be

    helpful in persuading business managers and owners

    to participate in the research.

    It is often useful to follow up an introductory letter

    with a telephone call a few days later [e.g. ELIAS and

    HEALEY (1991) and WATTS (1991)]. It is more

    difficult for owners and managers to refuse an inter-

    view when speaking to the researcher over the tcle-

    phone. It also provides an opportunity for the

    researcher to deal with any queries that may exist (D.

    North, personal communication. 1991). Polite per-

    sistence is important in obtaining an interview. A

    series of rejections can be dispiriting for the research

    worker; however, it is almost always worth querying an initial refusal to see what is the reason. For

    example, a company may consider itself to be too small to be of importance to the researcher

    (HEALEY, 1979).

    Given the number of requests that busy executives

    receive, any opening in the correspondence request-

  • GeoforumNolume 24 Number 3/1993

    ing assistance that gives them an excuse for refusal

    may be exploited. Although it is important to outline

    clearly the kind of information being asked for, refu-

    sal to cooperate is likely if the amount and level of

    detail of information requested is unreasonable.

    KINCAID and BRIGHT (1957a) advise against mul-

    tiple requests in the same letter. They report that,

    when they asked not only for an interview but also for

    any literature pertinent to the study, several com-

    panies refused cooperation on the ground that since

    they had no pertinent literature there would be no

    point in conducting an interview. The evidence is

    equivocal, as few researchers are prepared to risk

    marring their success by deliberately sending out

    shoddy work, but a well-designed and presented

    letter, typed on headed notepaper, which is person-

    ally addressed with a handwritten signature, would

    seem to be a sensible way of trying to persuade the

    owners and managers of businesses to cooperate.

    Other examples of strategies for obtaining interviews

    are given in HEALEY (1991a).

    Preparation for Interviews and Obtaining Accu-

    rate Answers

    Before contacting potential respondents consider-

    able effort needs to be put into preparing and plan-

    ning interviews so that the information collected is

    useful in meeting the aims of the research. The nature

    of the responses obtained in standardized surveys

    depends on the quality of the interview schedule

    design and the way the questions are phrased. In non-

    standardized surveys the quality of the answers is

    affected as much by the ability of the interviewer to

    engage the respondents in relevant discourse as by

    the phrasing of the questions. It is especially import-

    ant in non-standardized interviews that the inter-

    viewer has a thorough understanding of the research

    subject so as to be able to make sense of the interview

    and to know when clarification or further probing is

    necessary. A pilot survey is essential to test a stan-

    dardized interview schedule and is highly desirable

    for developing the skills and knowledge of the re-

    searcher undertaking a non-standardized interview.

    The way in which questions are phrased can have a

    critical effect on the responses given. Even appar-

    ently simple questions, such as How many people are

    employed in this establishment? are open to differ-

    347

    ent interpretations. Should, for instance, part-timers,

    sales staff and drivers be included? Questions about

    issues facing a business may also be problematic. For

    example, there is no unambiguous definition of skill

    shortages for employer-based research (MEAGER,

    1986). One employer may include all unfilled

    vacancies, while another may only refer to vacancies

    which cause loss of output. These examples point to

    the desirability of probing the answers given to many

    questions in order to clarify what respondents mean.

    Obtaining accurate answers to questions on values,

    motives and perceptions is even more difficult.

    DEAN and WHYTE (1958, p. 38) suggest that there

    is no point in asking whether the informant is telling

    the truth. Instead the researcher should ask What do

    the informants statements reveal about his feelings

    and perceptions and what inferences can be made

    from them about the actual environment or events he

    has experienced? On the other hand, MARSH

    (1979, p. 304) warns that: We must not confuse an

    impossible attempt to achieve absolute truth

    through unbiased questions, with the aim of being

    objective in our quest for truth, through trying to be

    as rigorous as possible in the way we draw conclusions

    from observations we make about the world, what

    people say and how they behave.

    The answers given to questions about motives, values

    and perceptions are influenced by a variety of factors.

    For example, in a study of the goals and values of

    farmers, GASSON (1973) notes the danger of relying

    on verbal indicators of values in that the answers

    given are influenced by the relationship established

    with the interviewer and who else is present at the

    interview. At the technical level open questions tend

    to elicit fewer responses than closed questions (BEL-

    SON and DUNCAN, 1962; HEALEY, 1991a).

    WATTS (1991), for example, found that business

    rates were mentioned as a reason affecting the choice

    of plant to close only when business executives were

    presented with a list of possible factors. There is also

    some evidence that the internal corporate context in

    which location decisions are made is more empha-

    sized by respondents in in-depth analyses using open-

    ended and non-standardized interview techniques

    than in short analyses using standardized interview

    techniques (STAFFORD, 1974). To use pre-coded

    responses for attitudinal and motivational questions,

    a knowledge of the range of probable responses is

    necessary. They would therefore seem suitable only

  • 348

    when a topic has already been well researched.

    Alternatively an open version of the questions may be

    used at the pilot stage before designing pre-coded

    responses for the full survey.

    GeoforumNolume 24 Number 3/l 993

    successes may become exaggerated and the failures

    minimized. The material gleaned from interviews

    needs, of course, to be interpreted in the context of

    the conditions apparent at the time the interviews

    took place (MASSEY and MEEGAN, 1985). This is

    well illustrated by Le Heron (personal communi-

    cation, 1991). He argues that in New Zealand there

    have been two distinctive recent eras. In the era

    before deregulation in the mid-1980s the key words in

    the business community included exporting, diver-

    sification, and market development; since deregu-

    lation the key words have changed to phrases such as

    cost reduction, international competitiveness, and

    back to basics. He suggests that if similar questions

    had been put a decade earlier the interviews would

    have veered off in entirely different directions.

    Respondents, in attempting to be helpful, may give

    answers which they think will please the questioner,

    or they may try to justify their actions (the problem of

    post-facto rationalization). Moreover, the inter- viewer cannot safely assume that the particular words

    used in a question are in fact the stimulus to which the

    interviewee responds (DEXTER, 1970). A related

    problem in asking about reasons for locational choice

    is the need to distinguish the reasons for the choice of

    region and settlement from those influencing site

    choice. Considerable confusions arises in many sur-

    veys where the scale element is not made clear in the

    phrasing of the questions and/or the interpretation of

    the results [e.g. DTI (1973) and MORIARTY

    (1983)]. This is because different factors tend to be

    important at different scales. For example, market

    accessibility, where significant, tends to distinguish

    one region from another, while the availability of

    industrial land may make one part of a region more

    attractive than another. Separate questions may be

    asked to identify the scale element [e.g. SCHMEN-

    NER (1982)] or different scales may be identified at

    the analysis stage [e.g. STAFFORD (1974)]. Further

    difficulties arise when questions are asked about

    events which occurred several years previously. or

    when the person answering the question had not

    taken part in the decision. There is also the problem

    of inferring the motives of a company from the

    responses given by a single representative of an

    organization.

    These problems, concerning questions about

    motives, values and perceptions can be reduced to

    some extent by asking only questions that it is reason-

    able to expect respondents to be able to answer, by

    careful interview design, and by exploring the topic in

    detail. Much of value may be learnt where such

    surveys are carefully executed. However. the results

    should be interpreted cautiously and are, perhaps,

    best taken as simply the views of a group of managers

    representing their businesses (HEALEY, 1991a). North (personal communication. 1991) also advises

    that interview data are treated with some scepticism,

    because for some owners/managers the interview

    provides an opportunity for an ego trip so that the

    Several research workers counsel against accepting

    the view of one interviewee. For instance. at the

    conclusion of each interview STAFFORD (1974)

    made a subjective attempt to corroborate the testi-

    mony of the respondent through a brief discussion

    with another senior manager involved in the location

    decision. SAYER and MORGAN (1985) recom-

    mend interviewing both sides of industry in order to

    learn about their different interests, perceptions and

    responses, so as to reveal the structural positions of

    capital and labour. FOTHERGILL and GUY (1990,

    p. 106) also emphasize the dangers of accepting only

    one viewpoint in their study of the reasons for clos-

    urcs. They state that: Where management blamed

    the local trade union WC therefore did not take their

    view as the gospel truth. But equally, where the union

    blamed the management we did not necessarily

    accept their view either. Perceptions may also vary

    between establishment and higher-level managers. In

    managing reductions in the workforce and the intro-

    duction of new technology EDWARDS and MAR-

    GINSON (1988), for example, found that the local

    managers perceived less involvement from above

    than their higher-level counterparts.

    As much, if not more. skill and thought is needed in

    undertaking the non-standardized interviews used in

    intensive research as is required in constructing the

    standardized surveys used in extensive research. Not

    only does the interviewer need a thorough under-

    standing of the research topic, but he or she should

    also have a sound knowledge of the industrial sector

    of the business and background information on the

  • GeoforumNolume 24 Number 3/1993

    business itself, particularly where it is a large concern. Where the interviewer is well informed about the firm and the business it is engaged in, the respondent is likely to be more open and more detailed (SCHOEN- BERGER, 1991). A well-informed interviewer has a basis for assessing the accuracy of some of the infor- mation offered. This may be illustrated by the experi- ence of two researchers undertaking a study of strategic alliances (COOKE and WELLS, 1990). In one interview they were given the impression that all the joint ventures the company was involved in were going smoothly. However, when one of the re- searchers mentioned that he knew of one which had run into problems, the respondent opened up and a frank discussion of the advantages and disadvantages of joint ventures followed. The knowledge level required by the interviewer to carry out non- standardized interviews means that they should be undertaken by the principal researchers and should not be delegated to a team of interviewers.

    Unfortunately, the quality of the information about businesses available to research workers is limited. Much published information tends towards either superficiality, as in company reports, or towards self- congratulatory rhetoric, as with glossy promotional publications (CREWE, 1989, p. 70). However, when combined with other sources, such as local and national newspaper reports, trade journals and in- house company journals and newsletters, a useful overview can be built up (HEALEY, 1991b). For example, in a study of the introduction of new tech- nology among motor vehicle assemblers, reported in RAWLINSON (1990), a helpful source of infor- mation was The Engineer, because it featured many of the developments along with photographs and explanations suitable for non-engineers to under- stand.

    Before a survey, it is useful to discuss the proposed interview topics with a few individuals familiar with the sectors being studied, because there are import- ant differences in the terminologies used in different industries. Formulating questions in the respon- dents own language is preferable to assuming that the respondent can be taught to think within the researchers frame of reference (SCHOEN- BERGER, 1991, p. 187). It can also be very useful to talk to industry experts and trade associations after completion of the interviews to check the validity and

    349

    interpretation of the findings [e.g. MARSHALL (1989)].

    Conducting and Recording Interviews

    The most important factors contributing to a success- ful interview are trust and rapport (MOYSER and WAGSTAFFE, 1985). DEXTER (1970, p. 25) rec- ommends that sympathetic understanding is the attitude most likely to promote such an atmosphere and hence yield the best response. The social skills of the interviewer are thus a key factor. The wider social science literature also suggests that interviewer characteristics, such as age, race and sex, may also influence the attitude of the respondents and the kind of answers they give [see also discussion in McDOW- ELL (1992) and S~HOENBERGER (1992)j. These characteristics are not malleable and thought may need to be given where appropriate to the compo- sition of the research team in relation to the compo- sition of the interviewees. This could, for example, be an issue when interviewing ethnic-minority business owners and managers [e.g. HEALEY et al. (1992)]. Power relationships can be important when inter- viewing top management. particularly in very large organizations. Interviewees may act in a patronizing manner to junior research workers. This problem may be reduced if interviewers can show a sound knowledge and understanding of the topic under discussion and that of the company being investi- gated. In most geographical research investigations it is appropriate to emphasize that no commercial secrets are being sought. H. Stafford (personal com- munication, 1991) recommends starting interviews by telling the respondents that no confidential infor- mation is being sought and that they should feel free to ignore any questions they wish. This, he suggests, allows the respondents to feel that they control the interview and as a result they are more relaxed and usually more forthcoming.

    Starting an interview on the right note is important. After explaining who you are, the sponsorship for the study, and to the necessary degree what the project is about, DEXTER (1970, p. 55) recommends begin- ning with comments or questions where the key words are quite vague or ambiguous, so the inter- viewer can interpret them in his own terms and out of his own experience. Le Heron (personal communi-

  • 350

    cation, 1991) and STAFFORD (1974) also recom-

    mend commencing an interview with an open ques-

    tion before the other content can influence the

    response. For example, in his study of the restructur-

    ing of farm businesses in New Zealand, Le Heron

    began by asking about the history of the farm business

    so as to obtain a working knowledge of the respon-

    dents circumstances. Dexter advises that a question

    which sharply defines a particular area for discussion

    is far more likely than a general question to result in

    omission of some vital data of which the interviewer

    would not have thought.

    Some research workers [e.g. HAGUE (1987b)]

    favour using pre-coded responses because they save

    respondents having to think of possible replies and

    avoid having to make difficult coding judgements at

    the analysis stage. Other investigators choose to use

    open questions so as not to restrict the range of

    responses. MOYSER and WAGSTAFFE (1985, p.

    18) express surprise at the extent to which some elite

    ligures will try to fit themselves and their views into

    boxes for the sake of social scientific methods.

    However. many elite interviewees prefer to give their

    own interpretations rather than be forced to choose

    between categories of responses which often do not

    seem to give an adequate summary of the situation as

    they perceive it. SCHOENBERGER (1991, p. 183)

    makes a similar point when she notes that: The

    respondent may also be frustrated by questions or by

    a range of possible answers . that do not apply

    precisely to his or her own experience. Respon-

    dents are likely to feel less frustrated if they are able

    to explain exactly what they mean in their own terms

    rather than trying to fit themselves into the terms of

    reference proposed by the researcher.

    Asking questions about sensitive issues can be a

    problem. For example, in farming these may include

    land tenure. pollution, livestock movements off the

    farm, family contributions to the farm, other jobs off

    the farm, and other sources of income such as invest-

    ments (Clark, personal communication, 1991). It is

    usually best to leave sensitive questions until near the

    end of an interview, because this allows a greater time

    for the respondent to build up trust and confidence in

    the researchers. In a six-country study of the automo-

    tive industry, which dealt with many commercially

    sensitive issues, such as future corporate strategies,

    the researchers noticed that the first part of the

    Geoforum/Volume 24 Number 3/l 993

    interviews were used by the respondents to assess the

    interviewers and how much they could safely be told

    (WELLS and RAWLINSON, 1992). Once this early

    period of probing by the respondents had taken place

    and they were satisfied that they had confidence in the

    researchers the interviews were more relaxed and the

    respondents were more prepared to answer the sensi-

    tive questions. This view is supported by Peck (per-

    sonal communication, 1991) who has found that once

    a degree of rapport is established many managers are

    prepared to be surprisingly open about potentially

    sensitive issues, such as attitudes to unions, labour

    relations, closures and redundancies. He has found

    that managers appear to be prepared to say quite a lot

    of things which might be considered self-critical, or at

    least critical of the methods used by their firms.

    To maintain the flow of the interview and to obtain

    useful insights into business behaviour, SCHOEN-

    BERGER (1991) recommends building problems

    into the interview for the respondents to solve. This

    may involve asking interviewees to explain. where

    appropriate, why their accounts vary from that pre-

    dicted by a particular theory or why the behaviour of

    their firms differs from that of other firms in the same

    industry. This tactic provides a useful check on the

    consistency of the views expressed earlier in the

    interview by the respondents. Another strategy,

    advocated by Schoenberger, is for the researcher to

    summarize her or his interpretation of what the re-

    spondent has said about particular topics that have

    already been discussed and invite the interviewee to

    evaluate its adequacy or appropriateness. This tactic

    also helps to avoid the researcher inadvertently mis-

    interpreting the interview to produce a given answer.

    In a standardized interview a useful check on the

    completeness of the information provided is to end

    the interview with an open-ended discussion. This

    technique was used in a case study of defencc-based

    industries in Chicago where the researchers closed

    each interview by eliciting from their informants their views on why Chicago has not fared better as a centre

    for defence production and research (MARKUSEN

    and McCURDY, 1989).

    In many interview situations the interviewer needs to

    be flexible as to where and when interviews take place

    and be prepared for frequent interruptions as the respondent continues to run the business. This is

    particularly true for small businesses where inter-

  • GeoforumNolume 24 Number 3/1993

    views may take place on the shop floor. Clark

    (personal communication, 1991) recommends that

    the interviewer is suitably dressed for the likely loca-

    tion of the interview so that he or she blends in.

    Sensible attire for the farm is clearly different from

    that for the head office of a large corporation. Inap-

    propriate clothes may have a quite disproportionately

    negative effect (BULMER, 1988). Some problems

    are, however, insurmountable as, for example, when

    Clark turned up at a farm seeking an interview only to

    find that it was run by Trappist monks whose vow of

    silence made the quest rather difficult!

    Obtaining an accurate record of an interview is an

    important skill. There is a wide variety of ways of

    taking notes. However, one thing all research

    workers are agreed on is the importance of writing up

    the notes as soon as possible after the completion of

    the interview. Some researchers favour interviewing

    in pairs as a way of eliminating interviewer bias and

    providing a check on what is said during the interview

    [e.g. KINCAID and BRIGHT (1957b) and NORTH

    et al. (1983)]. I n one study of the competitive per- formance of small firms one interviewer used a sched-

    ule to structure the interviews, while a second

    engaged the respondents at appropriate points in a

    more discursive dialogue about their knowledge

    base, competitive strategy and flexibility (HORNE et al., 1987).

    An alternative to taking notes is to tape-record the

    interviews. This is common practice in North Amer-

    ica [e.g. GORDEN (1975) and STAFFORD (1974,

    1985)] and has been used successfully in Britain [e.g.

    CREWE (1989) and PRATT (1989)]. It provides an

    accurate record of the interview and enables the

    finished report to be enlivened with extended direct

    quotes. However, in one study of subcontracting,

    whereas the managers of large manufacturing com-

    panies raised no objection to having their interviews

    recorded, an attempt to tape-record interviews with

    the owners of small precision engineering companies

    had to be abandoned after the first eight owners

    declined (RAWLINSON, 1990). The acceptability of

    taping an interview may, however, depend on the

    approach the interviewer takes. GORDEN (1975)

    advises explaining why it is used rather than asking for permission. By taping interviews it enables the inter-

    viewer to concentrate on the phrasing and order of

    questions rather than on note taking. On the other

    351

    hand, the act of taping may inhibit the responses and

    transcribing and analysing the interviews can take a

    considerable time. Several commentators [e.g.

    BULMER (1988)] h ave noted that some of the most

    interesting insights are obtained when the tape

    recorder is turned off.

    A number of ethical issues can arise in the way

    interviews are conducted and the use that is made of

    the information. Apart from some comments on

    confidentiality these are hardly touched upon in the

    geographical literature on business interviews.

    BULMERs (1988, p. 156) advice on undertaking

    research in organizations would, however, seem

    applicable to many of the situations faced in business

    surveys:

    The researcher gaining entry to a setting has the respon- sibility to explain fairly and openly to the organization being studied what is the purpose of the enquiry. There is also a responsibility to show members of the organiz- ation draft material in order to allow the correction of factual inaccuracies. There is the further obligation in any material that is published to safeguard the organiz- ation from revelations that could be harmful to its commercial activities or its reputation. The commonest device for achieving this end is the use of anonymity in naming the organization and possibly not too closely identifying the locality in which it is situated. On the other hand, the researcher should retain to themselves (sic) the right to publish material gathered in the course of the study.

    A promise of confidentiality is reassuring to respon-

    dents and is likely to make them more cooperative

    and open. However, it is not always possible to hide

    the identity of the businesses being examined, par-

    ticularly when examining industries or local econ-

    omies dominated by a few large enterprises. Where

    confidentiality has been promised, the problem be-

    comes one of how to guarantee it. This may require a

    degree of judicious vagueness. Some detail may have

    to be suppressed in order not to provide a set of clues

    that, taken together, would lead someone else to be

    able to identify the firm. Similarly, if direct quo-

    tations from interviews are to be used in the final

    report these should be non-attributable, unless per-

    mission has been given from the respondent.

    Conclusion

    Interviewing business owners and managers is an

    important method of obtaining information in econ-

  • 352

    omit geography. However, surprisingly little has

    been written about this method. Although the issues

    involved in business surveys are not unique, several

    points about research methods concerning interviews

    are highlighted when undertaking business inter-

    views, including the link between interview tech-

    niques and research design, identifying respondents

    and obtaining access, preparing for interviews and

    obtaining accurate answers, and ways of conducting

    and recording interviews. This paper has drawn upon

    both published sources and a survey of Anglo-

    American economic geographers in an attempt to

    identify some of the successful methods of interview-

    ing. Three general conclusions arise from this review

    of interview methods and techniques.

    First, the cut backs in official surveys in some

    countries, such as the United Kingdom, have

    increased the need for research workers to collect

    their own data, yet the associated anti-bureaucratic/

    form-filling climate of cutting the red tape can make

    this task more difficult (HEALEY, 1991~). Done

    properly business surveys take considerable time and

    effort and should only be contemplated after all other

    sources of information have been exhausted. It is also

    desirable to examine the interviewing process from

    the point of view of the respondents. To encourage

    their continued cooperation in survey work it is im-

    portant to maintain good relations with the business

    community, not least because of the value of resur-

    veying the same businesses at a later date [e.g. MUN-

    TON et al. (1988) and NORTH et al. (1983)]. Too

    often research workers neglect to send a short thank

    you letter following an interview or forget to send

    interviewees the promised summary of the results of

    their projects. Surveys which attempt, within the

    limits of the research topic, to make the experience as

    interesting and stimulating as possible for the partici-

    pants are also likely to make business owners and

    managers more favourably disposed to participate in

    future surveys (HEALEY, 1991a). This may be easier with the increased use of qualitative non-

    standardized interviews which give a more active role

    to respondents. There is, however, a danger of over-

    saturation, particularly of large businesses, if too

    many surveys are attempted. Consequently, there is a

    case for making the data from surveys more widely

    available. In Britain the ESRC Data Archive acts as a

    repository for surveys, though relatively few econ-

    omic geography business surveys have so far been

    Geoforum/Volume 24 Number 30993

    deposited there. Collaboration in the collection,

    analysis and dissemination of information is another

    possibility, particularly where there is overlap in

    business surveys (FOLEY, 1990).

    Second, there is no one best way of interviewing

    business owners and managers. Methods vary for

    different situations, depending on a range of factors,

    including the research design, the kind and amount of

    information required, the resources available, and

    the size, organizational structure, sector and location

    of the business to be approached. Although the

    philosophy of the research worker may provide a

    guide to the methods used and different interview

    methods have associated characteristics (as illus-

    trated in Table l), the reality of undertaking research

    shows that the fit between theory and method is not

    nearly so neat as is sometimes supposed. As BRY-

    MAN (1984, p. 89) notes: there is no necessary 1: 1

    relationship between methodology and technique.

    Different philosophical assumptions do not simply

    imply different approaches but also imply the differ-

    ent usage of similar approaches. The link between

    methods and philosophical approach needs further

    investigation.

    Last, the lack of clear accessible guidance in the

    literature means that most researchers have little

    choice in designing their surveys than to rely on a

    combination of common sense and previous experi-

    ence. Little progress will be made with improving the

    quality of information obtained from interviewing

    business owners and managers until research workers

    are prepared to experiment with different methods to

    try to increase response rates, hasten replies. obtain

    clearer answers, improve the flow of interviews and

    so on. Equally it is important that researchers and

    journal editors give greater priority to reporting these

    findings so that a reasonable map may be produced to

    guide economic geographers through what is cur-

    rently still largely terra incognita.

    Acknowledgements-We gratefully acknowledge the help given to us by colleagues who told us about some of their experiences of interviewing business owners and managers. many of which have been incorporated into this paper. Thanks are due to Gordon Clark, Louise Crewe, David Gibbs, Roger Hayter, Rob Imrie, Richard Le Heron, Gordon Linge, Anna Markusen, Michelle Lowe, Kevin Morgan, David North, Frank Peck, Andy Pratt, John Rees, Allen Scott, Howard Stafford, Doug Watts and Peter Wells. Erica Schoenberger helpfully provided us with a pre-

  • G~~forum~olum~ 24 Number 311993

    publication copy of her paper on interviewing. Andy Pratt kind$ commented on a draft of this paper. Respo~s~biIity for what is expressed &es with the authors alone,

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