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Template Analysis for Business and Management Students
Abstract
Part of SAGE’s Mastering Business Research Methods, conceived and edited by Bill Lee, Mark N. K. Saunders and Vadake K. Narayanan and designed to support researchers by providing in-depth and practical guidance on using a chosen method of data collection or analysis. In Template Analysis for Business and Management Students Nigel King and Joanna Brookes guide you through the origins of template analysis and its place in qualitative research, its basic components, and the main strengths and limitations of this method. Practical case studies and examples from published research then guide you through how to use it in your own research project. Ideal for Business and Management students reading for a Master’s degree, each book in the series may also serve as a reference book for doctoral students and faculty members interested in the method. Watch the editors introduce the Mastering Business Research Methods series and tell you more about the first three books.
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“Template analysis as a method of qualitative data analysis is philosophically flexible, but has been employed in this study using a critical perspective ([29]; p.15), whereby we argue “realities which exist independent of human activity””
From Preliminary findings on the experiences of care for parents who suffered perinatal bereavement during the COVID-19 pandemic (2021) · cites this paper as [29]
In the citing paper
“The iterative approach to coding and quotation selection meant, when saturation of data and themes had been reached, transcripts could be compared to ensure the most illustrative quotations were selected and presented in the results section which follows [29].”
From Preliminary findings on the experiences of care for parents who suffered perinatal bereavement during the COVID-19 pandemic (2021) · cites this paper as [29]
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Items 201–300 of 387
Exploring the Impact of Digitalization on the Social Economy: A Systematic Literature Review
Damavandi, S., & Berardi, L. (2024) · MANAGEMENT CONTROL · doi:10.3280/maco2024-003004 · Cited by 3
Foote, H., Bowen, A., Cotterill, S., & Patchwood, E. (2025) · Neuropsychological Rehabilitation · doi:10.1080/09602011.2025.2469649 · Cited by 2
“This qualitative study used semi-structured, one-to-one interviews and took a “limited realist” position (King & Brooks, 2017), to recognise the subjectivity of the participants and researchers, while drawing on theory and assuming that findings have the potential for wider relevance.”
The Complexity of Procedural Fidelity in Precision Teaching: A Qualitative Analysis
Diffley, S., Kubina, R. M., Noone, C., et al. (2025) · Behavior Analysis in Practice · doi:10.1007/s40617-025-01050-3 · Cited by 3
“…semi-structured interviews were used to explore expert practitioners’ and researchers’ perspectives on procedural fidelity and common fidelity errors that occur when using PT. Template analysis, as per King and Brooks (2016), a “codebook” approach to thematic analysis, was used to analyze the data.”
Rennemo, Ø., & Vaag, J. R. (2018) · Scandinavian Psychologist · doi:10.15714/scandpsychol.5.e13 · Cited by 4
Entrepreneurship Education: Comparative Study of Initiatives of two Partner Universities
Hoog, S. O. '., & Skoumpopoulou, D. (2019) · Athens Journal of Education · doi:10.30958/aje.6-4-4 · Cited by 3
“In addition, by using template analysis the authors were able to define relationships between themes in entrepreneurship education, which allowed a deeper, more comprehensive analysis (King & Brooks, 2016).”
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Vähäkangas, A. M. (2021) · Diakonian tutkimus · doi:10.37448/dt.111091 · Cited by 3
Entrepreneurial Marketing as a Way for Chinese SMEs to Operate Effectively in a Transition Economy
Chen, M. (2020) · Liverpool John Moores University · doi:10.24377/ljmu.t.00012709 · Cited by 3
“King and Brooks (2017, 2018) show that template analysis often starts with creating some ‘a priori’ nodes which identify themes that are expected to be relevant to the analysis.”
BackgroundMethodInfluentialAssem, B. V. D., Dulewicz, V., & Passmore, J. (2024) · The Coaching Psychologist · doi:10.53841/bpstcp.2024.20.2.28 · Cited by 2
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“…a cross-site coding team of several HCS Photovoice researchers (MM, SS, MB, JM, RGO, PB, SE, AK) and student researchers used the member-checked interim analyses described in Section 2.1 as the basis for creating a comprehensive cross-site codebook based on template analysis (King & Brooks, 2017).”
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“Further quality checks were carried our during the analysis to improve trust-worthiness and rigour, including all members of the research team applying the initial template to a selection of the data (King and Brooks 2017).”
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Torjinski, M., & Horwood, S. (2025) · BMC Psychology · doi:10.1186/s40359-025-03552-9 · Cited by 3
“Coding categories, themes and subthemes were discussed by members of the research team through online meetings to stimulate critical reflection around meaningful thematic relationships (as recommended by Brooks and King [38]).”
Muazzam, H. A., Muhammad, Y., & Naseer, H. (2021) · Global Educational Studies Review · doi:10.31703/gesr.2021(vi-i).03 · Cited by 2
Findlay‐White, F., Dornan, T., Davies, M., Archer, A., Kilvert, A., & Fox, C. (2022) · F1000Research · doi:10.12688/f1000research.73596.1 · Cited by 8
“22 She then used participants ’ responses to the open-ended questionsin the online survey to expand those themes.”
Maternal acceptability of iron supplementation in young breastfed rural Gambian infants
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Kirwan, C., Meskell, P., Biesty, L., Dowling, M., & Kirwan, A. (2024) · Violence Against Women · doi:10.1177/10778012241231784 · Cited by 5
“Informed by Brooks et al. (2015) and King and Brooks (2017) template analysis approach, an iterative six-step (familiarization, preliminary coding, initial coding template, application, and revision of template and reporting) was used to process participant discussions — see Table 2 — Template…”
Tully, M., Fennelly, A., Jackman, C., et al. (2024) · International Journal of Developmental Disabilities · doi:10.1080/20473869.2024.2338305 · Cited by 2
“…which noted changes made to subthemes and themes, as well as how these were structured and related to one another as a record of how the template and analysis developed over time, which is recommended as an appropriate audit trail for contextualist template analysis (King and Brooks 2017).”
Fleckenstein, A. M., Vuoskoski, J. K., & Dibben, N. (2024) · Empirical Studies of the Arts · doi:10.1177/02762374241253771 · Cited by 2
“” were analyzed separately using a type of thematic analysis known as template analysis (King & Brooks, 2017).”
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“Definitions of themes and relationships between them were continually refined throughout the analytic process [26], and the coding template was updated after each transcript had been analysed.”
BackgroundMethodMolloy, T., Dickson, G., & Ferkins, L. (2024) · Journal of Sport Management · doi:10.1123/jsm.2023-0371 · Cited by 2
Long, H. A., Branney, P., FRENCH, D. P., et al. (2025) · Health Psychology and Behavioral Medicine · doi:10.1080/21642850.2024.2449400 · Cited by 2
“The coding process was inductive (data-driven) whereby segments of the data deemed meaningful or relevant to the research aim were highlighted and subsequently labelled with descriptive and analytical codes (King & Brooks, 2017; King & Brooks, 2017).”
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“The method of data analysis was template analysis (King and Brooks 2017).”
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Birken, M., Kular, A., Nyikavaranda, P., Parkinson, J., Mitchell, L., Fraser, K. L., White, V. C., Seale, J., Hardy, J., Stone, C., et al. (2025) · PLOS mental health. · doi:10.1371/journal.pmen.0000417 · Cited by 4
“This approach ensures a focus on collaboratively defining meanings and structure of themes during the process of analysis [26].”
Praznovszky, L., Pavlova, M., Tambor, M., et al. (2019) · Zdrowie Publiczne i Zarządzanie · doi:10.4467/20842627oz.19.016.11973 · Cited by 2
“This is a deductive approach based on pre-defined themes and data extraction is based on a template covering these themes [19, 20].”
MethodSettings of Organizational Adjustments due to Digital Servitization
Jaspert, D., & Ebel, M. (2022) · Hawaii International Conference on System Sciences (HICSS) · doi:10.24251/hicss.2022.157 · Cited by 2
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Clements, F. A., Chadwick, D. D., & Orchard, L. J. (2023) · New Media & Society · doi:10.1177/14614448231217994 · Cited by 2
“Analysis followed the template analysis steps (King and Brooks, 2017) (Figure 1) and utilised NVivo 1.6.1 analysis software.”
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“Experiences recounted in the interviews relating to environmental matters influencing the ramp-up.”
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“…clustering and defining relationships between codes; 4) developing the initial coding template; 5) applying the template to subsequent transcripts, refining the template as required; and 6) finalising the final template and applying to the entire dataset (Brooks et al. 2015; King and Brooks 2017).”
Lähirelaatioiden vaikutus vainajan hautatahdon kunnioittamiseen
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“…vaiheessa analysoimme aineiston käyttäen temaattista sapluuna-analyysiä, jossa yhdessä koko kuusihenkisen tutkijatiimin kanssa kävimme läpi neljän menetyksen kokeneen läheisen haastattelut (2 miestä ja 2 naista) ja muodostimme näiden pohjalta menetyksen kokeneiden sapluunan (King & Brooks, 2017).”
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Atay, E., & Bayraktaroğlu, S. (2023) · Relations industrielles · doi:10.7202/1101315ar · Cited by 1
“It is flexible and can be adapted to the needs of a particular study (King & Brooks, 2016).”
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Parsons, J. A., Markowitz, B., Thomas, R., et al. (2025) · PLoS ONE · doi:10.1371/journal.pone.0326495 · Cited by 1
“An initial coding framework was developed and then refined based on team discussions [22].”
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Wilson, K., & Dutton, J. (2025) · Professional Development in Education · doi:10.1080/19415257.2025.2537251 · Cited by 1
“Template Analysis is a useful approach for the identification of themes when there are multiple coders and when researchers are looking for the occurrence of themes using a priori codes (King and Brooks 2017).”
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“Here, the researchers provided detailed descriptions and explanations of the themes, drawing connections and making inferences to build a comprehensive understanding of how the video-making project influenced the students’ development in the targeted areas (King & Brooks, 2017).”
Beyond ownership: Exploring the sharing economy platforms in Thailand’s emerging market
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“The first author (TA) used a thematic analysis approach to code the data, namely template analysis with reflexivity for a flexible and organic analytical process [42,45].”
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Digital praxiography: a qualitative research toolkit for capturing digital service-related practices
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“This qualitative study used semi-structured, one-to-one interviews and took a “limited realist” position (King & Brooks, 2017).”
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Dasgupta, T., Rowell, L., Boulding, H., Easter, A., Horgan, G., Mistry, H. D., Begum, Y., Peter, M., Sutedja, T., Citters, A. D. V., et al. (2026) · BMJ Public Health · doi:10.1136/bmjph-2025-004303 · Cited by 1
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“We employed template analysis using theory-informed a priori codes to develop the RDBA framework (King 2012; King and Brooks 2017).”
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“…the a-priori template structure of RSS process stages; (3) iterative modification of the codes within the template structure as additional transcripts were coded; and (4) definition of a final theme map that could accommodate all relevant data and support write-up of qualitative results (44, 59).”
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“As King and Brooks (2017) explain, the first goal of having independent raters was to foster critical thinking and to produce more deep reflections on the data.”
InfluentialBrooks, J. M., KING, N. M., Bravington, A., et al. (2017) · doi:10.1057/978-1-137-35913-1_14 · Cited by 1
Self-citationKairotic and chronological knowing: diabetes logbooks in-and-out of the hospital
Piras, E. M. (2018) · Data Technologies and Applications · doi:10.1108/dta-03-2017-0018 · Cited by 2
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“Thematic analysis, in which we drew on reflexive thematic analysis (31) and codebook thematic analysis (32) , was used to explore objective one, which focused on determining if there are differences in social norms around family food provision in different food provision contexts.”
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“An extensive log with re fl ections and memos was kept to document emerging thinking processes during the analysis, changes made to the template versions and the reasons for interim changes [26].”
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“Researchers used the methods proposed by Chenail (2011), Gray (2018), King and Brooks (2017), and Yin (2011) to slacken bias and to elude prejudice against the informants’ statements.”
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“This project used template thematic analysis [65], a form of codebook thematic analysis [66] that”
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“The discussion section elaborates on integrative themes (i.e., broader themes that connect across multiple themes or sub-themes; see King & Brooks, 2017), expands upon important ideas discussed in response to RQ5, and outlines implications for future research.”
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“…template analysis whereby coding templates of in vivo codes (i.e. those derived from the data itself) were produced through an initial analysis of a small proportion of the data and then used to systematically review the full dataset to identify key themes and relationships (King and Brooks 2017).”
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“Using a constructivist and interpretivist epistemological approach (King & Brooks, 2017), in this analysis we report on the qualitative data collected in four of the five open-ended cross-sectional survey questions that were thematically analyzed using an iterative and framing process to identify…”
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Ameri, A., & Braik, T. A. (2018) · Cited by 1
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Croney, P. (2016) · Northumbria Research Link (Northumbria University)
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Self-citationIdade, emprego e Gestão de Recursos Humanos: Um estudo em PME portuguesa
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Effects of Social Capital on Start-up Outcomes
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Helks, M. (2019) · University of Huddersfield Repository (University of Huddersfield)
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Dynamic Capabilities of Enterprises in the Vietnam Tourism Industry
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HR Playbook to support the internationalisation of a Finnish born micromultinational enterprise
Pett, S. (2020) · Theseus (Ammattikorkeakoulujen)
The employee voice of older local government workers: a critical perspective
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Appropriate Value-based ICTs in support of Frontline Peacekeepers
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A Behavioural Marker System for Mindful Care
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“The seven-step procedure was adapted from King and Brooks (2017) and is briefly summarized below.”
Social Comparisons on Instagram and Adolescent Identity Development: A Mixed-Methods Study
Noon, E. J. (2020) · Sheffield Hallam University · doi:10.7190/shu-thesis-00393
Metadata
- Authors
- King, N., & Brooks, J. M.
- Venue
- SAGE Publications Ltd eBooks
- Publisher
- SAGE Publications Ltd
- Published
- 2017
- OpenAlex
- W2590250792
- Cited by
- 392
- References
- 0
- Citations by year
- 2026: 50 · 2025: 81 · 2024: 71 · 2023: 49 · 2022: 32 · 2021: 43 · 2020: 21 · 2019: 25 · 2018: 9 · 2017: 10
- FWCI
- 27.46
- Type
- book
- Language
- en
- Open access
- closed
- Locations
- SAGE Publications Ltd eBooks (publishedVersion)
- Research Explorer (The University of Manchester) (publishedVersion)
- University of Huddersfield Repository (University of Huddersfield) (submittedVersion)
- Huddersfield Research Portal (University of Huddersfield) (submittedVersion)
- Topics
- Social Sciences › Education › Qualitative Research Methods and Applications
- Social Sciences › Business, Management and Accounting › Strategy and Management › Business Strategies and Management Research
- Social Sciences › Business, Management and Accounting › Business and International Management › Business and Management Studies
- Keywords
- template analysis, qualitative data analysis, qualitative research, business research methods, management research
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
Statistics and arithmetic are recomputed, not judged.
Confidence bands are shown only for fields calibrated on our annotated test set. None is calibrated yet, so no band is shown.
What counts as a claim ›How we measure confidence ›How we check this ›
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