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Six-Step Checklist on Negotiating Access

1. Establish points of contact and individuals from whom it is necessary to get permission.

2. Clear any necessary official channels by formally requesting permission to carry out the study. Permission may be needed at various 'levels'.

3. Prepare an outline of the study suitable for discussion with 'gatekeepers' (e.g., manage, head teacher).

4. Discuss the study with these gatekeepers. Go through study outline (purposes, conditions— including consent and participation). Attempt to anticipate potentially sensitive issues and areas.

5. Prepare an outline of the study suitable for discussion with likely participants.

6. Discuss the study with these likely participants. Go through study outline, emphasizing aspects of likely interest or concerns to them. May be with a group or with individuals, depending on circumstances.