Getting Started: Programming Your Discussion Guide

Overview

There are several ways to build your discussion guide in Remesh, depending on where you are in your workflow and how your guide is currently formatted. This article provides a high-level overview of each option and when to use it. Each option links to additional resources that will provide step-by-step guidance.

Included in this Article

• Generate with Remy

• Draft in Microsoft Word

• In-Platform Discussion Guide Builder

• Start from a Template

• Duplicate an Existing Discussion Guide

• A Note on Translations

• How to Choose 

Generate with Remy

⭐ Best for: Quickly creating a draft discussion guide that takes into consideration your objectives and research questions while still allowing the opportunity for stakeholders to review.

Remy can generate a discussion guide for you based on your research goals. This is a fast way to move from idea to draft without starting from scratch. After you share your research goals and iterate on an outline with Remy, it will provide a full discussion guide. Choose to preview and continue iterating with Remhy, or export as a Word or Excel document to iterate with stakeholders and import into the platform.

Available with: Live and Flex

You might use this when...

• You are new to Remesh methodology
• You prefer to refine rather than build from scratch
• You have an existing discussion guide you'd like to base a new discussion guide off of

Further Reading

• Build your discussion guide with Remy

Draft in Microsoft Word

⭐ Best for: Writing and collaborating on your discussion guide before bringing it into Remesh

Generate your discussion guide outline in Microsoft Word, then import into the platform to see estimated times, suggested question types and more!

Available with: Live, Flex and Video Pre/Post Interview Questions

You might use this when...

• You'd prefer to build your discussion guide from scratch

• You want to draft your discussion guide questions in a familiar format

• You want to get alignment before building in Remesh

Further Reading

• Build your discussion guide in Microsoft Word

In-Platform Discussion Guide Builder

⭐Best for: Making edits to your Remy or Microsoft Word Discussion Guide

If you want full control over your discussion guide, you can build it directly in Remesh using the in-platform discussion guide builder. Choose to either build from scratch in the platform, or use the in-platform builder to make final touches and edits to your uploaded discussion guide.

Available with: Live, Flex and Video Pre/Post Interview Questions

You might use this when...

• You've already used another method, and need to adjust final details

• You want to build directly and customize each question in detail

Further Reading

• In-Platform Discussion Guide Builder

Start from a template

⭐Best for:  Getting started quickly with a proven structure

Templates provide pre-built discussion guides that are ready to launch. Choose to either draw from our library pre-made templates built by our team of subject matter experts, or draw from your organization's custom discussion guide templates, if applicable.

Available with: Live and Flex

You might use this when...

• You are new to Remesh and do not have Generative AI (LLM) features turned on, but prefer to refine rather than build from scratch

• You want guidance on question flow and structure

• You need a quick starting point that you can customize

Further Reading

• Premade or Custom Discussion Guide Templates

Duplicate an Existing Discussion Guide

⭐ Best for: Saving time by building on past work

If you have run similar projects before, you can reuse existing discussion guides by duplicating the entire Conversation or importing just the guide.

Available with: Live, Flex and Video Pre/Post Interview Questions

You might use this when...

• You are running a similar study

• You want consistency across projects

• You need to adapt an existing guide rather than start from scratch

Further Reading

• Duplicate a Conversation or Import a Discussion Guide

A Note On Translations

If you are intending to conduct a Conversation in a language that is not your primary language, you have 3 options available to you.

Translate Discussion Guide

Program your discussion guide in the platform using any of the available methods above, then utilize our translate feature to translate your discussion guide. You can find a full list of supported languages here.

Multi Language Conversation

Program in your chosen language, then our platform will automatically translate into your selected languages. Participants select what language to participate in, while the researcher easily analyzes and reviews data in their preferred language. You can find a full list of supported languages here.

How to Choose

If you are not sure where to start:

• Want a fast AI-generated draft → Use Remy

• Want full control → Use the in-platform builder

• Need guidance → Use a template

• Already have a guide → Import a document

• Repeating a project → Duplicate or reuse an existing guide

Each method is flexible, so you can always refine your discussion guide once it is in Remesh.