By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Thematic Analysis Steps: Your 6-Stage Research Guide

Thematic analysis, used in qualitative research, identifies, analyzes, and reports patterns or themes in data to help researchers make sense of complex information through familiarization, coding, generating themes, reviewing themes, defining themes, and writing up.

By
Aradhana Oberoi
December 31, 2024

Imagine staring at pages upon pages of interview transcripts or hours of recorded focus group discussions, wondering how to make sense of it all. 

How do you transform this chaos into clear, actionable insights? Thematic analysis is the answer. It helps researchers systematically identify, analyze, and report patterns or “themes” in data. 

But what exactly are the thematic analysis steps that make this process so effective? What are the 5 stages of thematic analysis? Let’s break this down:

Step 1: Familiarize yourself with the data

Step 2: Generate initial codes

Step 3: Generate themes

Step 4: Review themes

Step 5: Define and name themes

Step 6: Create the report

Before moving on to the steps in detail, let's first understand the basics of thematic analysis.

Understanding thematic analysis

Thematic analysis process

Thematic analysis is an iterative process used in qualitative research to identify recurring themes or patterns within data. The goal is to organize and describe the data so that it gets easier to interpret and understand. It’s flexible. So, researchers apply the process of thematic analysis across various fields, from psychology to market research.

But what sets the process of thematic analysis in qualitative research apart? 

Its ability to reveal both explicit and underlying meanings in data. Researchers don’t just look at what’s being said or written. They also explore what’s being implied. This creates a richer understanding of the data.

What are the 3 types of thematic analysis?

Here are three main approaches to the process of data analysis using thematic analysis:

  • Semantic thematic analysis focuses on surface-level, directly evident themes, categorizing content based on explicit statements.
  • Latent thematic analysis explores underlying meanings, assumptions, and ideologies, uncovering subtle, implicit themes.
  • Coding reliability thematic analysis ensures consistency across multiple coders using a fixed codebook, maintaining reliability in research teams. 

How to do thematic analysis step by step?

Here are the stages that offer the base to six-step process of thematic analysis to help guide researchers:

Step 1: Familiarize yourself with the data

Begin by importing your interviews into Looppanel or integrate Looppanel with Zoom/Google Meet to auto-record the interviews. You get over 90% accurate AI transcriptions, and the platform's AI-generated notes and summaries provide an immediate overview of content patterns. 

AI summary of qualitative data in Looppanel

While reviewing transcripts, use the smart search feature to filter conversations by emerging topics. This initial review becomes more efficient as Looppanel helps identify recurring patterns and key discussion points.

Step 2: Generate initial codes

Looppanel's AI thematic tagging automatically identifies patterns in your data, serving as a foundation for your coding structure. Complement these AI-generated tags with custom codes specific to your research focus. The platform's timestamp linking feature lets you quickly reference the original audio/video context, ensuring accuracy in your coding. As patterns emerge, use Looppanel's organization features to group similar codes together.

Step 3: Generate themes

Auto-taagging in Looppanel

Themes are patterns in the data that are important in relation to your research question. So, start organizing the codes into broader themes. Looppanel helps you with thematic analysis by creating theme collections, always maintaining direct links to supporting quotes through timestamp references.

Learn about the Top 5 Tools for AI Thematic Analysis in 2025 in this blog. 

Step 4: Review themes

Thematic analysis in Looppanel

Refine the themes and ensure they accurately represent the data. Some themes may need to be split, combined, or discarded. This depends on how well they capture the meaning of the data. With Looppanel's AI smart search feature, you can easily search for specific codes, themes, or keywords to validate your analysis.

Step 5: Define and name themes

Describe what each theme represents and how it relates to the data. The names should be concise but descriptive. They should have the essence of each theme in a few words. This way, you also ensure that you have a clear understanding of what each one signifies.

Step 6: Create the report

Build your report using Looppanel's AI Executive Summary as a foundation. Looppanel platform automatically generates insights for each theme, helping you create a comprehensive analysis. The report includes key takeaways, insights, and evidence from the data.

Executive summary in Looppanel

You can also create shareable highlight reels for key themes, making your findings more engaging and accessible to stakeholders.

What are the different approaches to thematic analysis?

Thematic analysis can be approached in the following two ways:  

1. Inductive approach

This approach involves letting the data speak for itself. Here, themes emerge naturally from the data. There is no influence of pre-existing theories or hypotheses. This method is often used when little is known about a topic. The goal is to build a theory from the ground up. It involves three stages:

  • Observation of the data
  • Identifying patterns within the data
  • Developing a theory based on the patterns

2. Deductive approach

This approach is theory-driven. Researchers approach the data with preconceived themes based on existing knowledge or theories. This approach is useful when there are already established frameworks or hypotheses that the researcher wants to test or explore. It involves four stages:

  • Starting with a theory
  • Formulating a hypothesis
  • Collecting data to test the hypothesis
  • Analyzing the data to see if it supports or challenges the hypothesis

Conclusion

Thematic analysis is a powerful tool for qualitative researchers. After all, it helps them find meaningful patterns within complex data. Familiarization, coding, generating themes, reviewing themes, defining themes, and writing up are key steps in thematic analysis that can help researchers extract valuable insights from their data. 

Whichever approach or type you're using, the step by step process of thematic analysis helps to organize and interpret data systematically. Tools like Looppanel can make the process even easier. They streamline reporting and analysis, so researchers can focus on interpreting the data.

Ready to leverage AI and make your thematic analysis process easier? Book a demo with Looppanel today!

Frequently asked questions (FAQs)

1. What is the process of thematic analysis?

Thematic analysis is the process of identifying, analyzing, and reporting patterns or themes within qualitative data. Familiarizing yourself with the data, coding, generating themes, reviewing themes, and writing up the results are parts of the thematic analysis step by step process.

2. Thematic analysis is part of the process with which type of research?

Thematic analysis is typically used in qualitative research. This involves:

3. What are the three stages of thematic analysis?

The three stages of thematic analysis include observation, pattern identification, and theory development.

4. What are the steps in doing thematic analysis?

Thematic analysis 6 steps are familiarization with the data, generating codes, identifying themes, reviewing themes, defining themes, and reporting the results.

5. What is step 4 of thematic analysis?

Step 4 from the steps to thematic analysis is reviewing themes. This involves refining and ensuring that the themes accurately represent the data.

thematic analysis steps, thematic analysis types

Get the best resources for
UX Research, in your inbox

By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.