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Affinity Mapping

Grouping raw research observations until themes emerge from the data rather than from the team's assumptions.

Process & Methods

Affinity mapping is the step between having research and having findings. Every observation goes on its own note — one observation, quoted where possible, not a summary — and then notes get grouped by what they have in common. Groups are named only after they exist. Naming first is the failure mode: the team writes up the categories it expected and sorts evidence into them, which produces a tidy artefact confirming the starting assumption.

The discipline is in the notes. “Users want better search” is a conclusion and contaminates the grouping. “Searched for ‘invioce’, got nothing, gave up and opened the spreadsheet” is an observation, and three of those next to each other become a finding nobody had written down in advance. Keep a reference from each note back to the session it came from, so a finding can be traced when someone challenges it — and they will.

In practice

A team analysing 14 interviews expected themes around pricing. Mapped from raw quotes, the largest cluster was about not knowing whether a colleague had already actioned a request — mentioned by 11 of 14 participants, and absent from the discussion guide entirely. It became the next quarter's roadmap item.

Where teams get it wrong

  • Writing conclusions on the notes instead of observations.
  • Naming groups before grouping, so the map confirms what the team already believed.
  • Losing the link back to the source session, which makes findings unchallengeable and therefore unbelievable.
  • Mapping alone. The value is partly in the team arguing about where a note goes.
  • Stopping at the map. A wall of clusters is not a finding until somebody writes the sentence.

Learn more

You may ask

Frequently Asked Questions

What is affinity mapping used for?

Turning a pile of raw research observations into themes without imposing the team's existing categories. It is the analysis step that stands between interviews and findings.

Should you name groups before or after grouping?

After. Naming first turns the exercise into sorting evidence into the conclusions you arrived with, which is the main way affinity mapping produces a confident wrong answer.

Related terms

All terms

Defined by Mara Last reviewed .

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