Choosing an External Examiner for Your Thesis or Dissertation

Choosing an External Examiner for Your Thesis or Dissertation

Jan 15, 2025Rene Tetzner

Summary

The external examiner provides an independent, expert evaluation of your thesis—assessing rigour, originality, and contribution, and often leading questioning in the viva. Start planning candidates ~6 months before submission to check fit, availability, and university approvals.

Choose someone with direct subject expertise, a strong research profile, fairness, clear communication, and open-mindedness. Avoid conflicts of interest (recent co-authorship, grants, close ties) and follow institutional rules. Aim for a balance of rigour and compatibility: the best examiners are “tough but kind,” pushing your arguments while recognising their value.

Research candidates’ work and align your thesis engagement with their literature. Your supervisor typically nominates (often after informal contact), but your input matters. Prepare for the viva by revisiting the examiner’s publications, sharpening arguments, and handling logistics (submission format, forms, remote setup).

During the defence: listen, reason with evidence, and respond professionally. Afterward, use feedback to strengthen revisions and publications—and maintain the relationship. A well-chosen examiner can become a long-term ally, leading to citations, collaborations, and opportunities.

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Choosing an External Examiner for Your Thesis or Dissertation

For most doctoral candidates, the submission of a thesis or dissertation represents years of sustained effort—research, analysis, writing, and revision. However, the journey toward earning a PhD or other advanced research degree does not end with submission. One of the most crucial stages of the process is the formal examination, during which your work will be evaluated by a committee of scholars. Among these evaluators, one plays a particularly significant role: the external examiner.

The external examiner’s purpose is to provide an independent, objective, and expert perspective on your research. Selecting this person is not a mere administrative detail—it is a decision that can influence your academic experience, examination outcome, and even your future career trajectory. A well-chosen external examiner can challenge you intellectually, validate your work’s significance, and help you refine your research for future publication. A poorly chosen one can make the process unnecessarily difficult or fail to engage meaningfully with your work.

This article explores what an external examiner does, how to select one strategically, and what steps to take before and during the examination process to ensure the experience is as constructive and rewarding as possible.

1. The Role of the External Examiner

In most universities, a doctoral or master’s thesis is evaluated by a formal committee consisting of faculty members from your own institution and at least one scholar from outside it. The external examiner provides a fresh, unbiased perspective—someone who has not been involved in your supervision, departmental meetings, or internal discussions of your project. Their role includes:

  • Evaluating scholarly quality: The external examiner assesses whether your thesis meets the international standards of academic rigour required for a doctoral or research degree.
  • Providing independent judgment: They act as a neutral party, free from departmental politics or institutional pressures, ensuring a fair and balanced evaluation.
  • Assessing originality and contribution: The external examines whether your research advances knowledge in your field, offers new insights, or introduces innovative methodologies.
  • Participating in the oral defence: In many cases, the external examiner takes part in the viva voce or oral examination, asking questions, probing arguments, and testing your understanding of the research.

Because of this pivotal role, selecting an appropriate external examiner is one of the most strategic decisions you and your supervisor will make as your research nears completion.

2. When to Begin Thinking About Your External Examiner

Discussions about your external examiner should begin well before you complete your thesis. Ideally, you and your supervisor should start considering potential examiners at least six months before submission. This allows time to research possible candidates, evaluate their expertise and availability, and ensure there are no conflicts of interest.

Most universities require that the proposed examiner be formally approved by the department or graduate office, so early planning helps avoid last-minute complications. An examiner may also decline an invitation due to other commitments, so identifying multiple candidates in advance can prevent delays in the approval process.

3. Qualities of an Excellent External Examiner

The ideal external examiner is not simply an expert in your general field—they should have direct familiarity with your specific research area, theories, or methods. Beyond subject expertise, several other qualities make for an excellent choice:

  • Academic authority: The examiner should have a respected research profile and a publication record relevant to your topic. Their endorsement will carry weight both during examination and in your future career references.
  • Fairness and professionalism: An effective examiner is intellectually rigorous but fair, capable of balancing constructive criticism with encouragement.
  • Clear communication: They should be able to articulate their questions and feedback in a way that is challenging but comprehensible.
  • Open-mindedness: Avoid examiners known for inflexibility or ideological bias. Choose someone who engages thoughtfully with new ideas and methods.

Your supervisor will usually suggest several candidates based on professional networks and departmental norms. However, it’s appropriate—and beneficial—for you to contribute suggestions, especially if you are aware of prominent researchers whose work aligns closely with yours.

4. Avoiding Conflicts of Interest

One of the most important considerations when selecting an external examiner is avoiding conflicts of interest. Universities typically prohibit the selection of examiners who have collaborated closely with you or your supervisor within a specific period (often five years). This includes co-authorship, joint grants, or close personal relationships. The goal is to ensure impartiality and avoid any perception of bias.

Before finalising a choice, your supervisor should check institutional guidelines and confirm that the proposed examiner meets the eligibility requirements. Transparency in this process protects both you and your supervisor from potential ethical issues later on.

5. Balancing Rigour and Compatibility

It’s natural to hope for an examiner who will appreciate your work, but the goal should not be to find someone who will simply agree with your conclusions. A rigorous, well-respected examiner who understands the complexity of your research will ultimately be more beneficial than one who is overly lenient or uninformed. The best examiners challenge your ideas, ask difficult but fair questions, and help you refine your arguments for publication.

As one academic put it, “The best examination is tough but kind.” You want someone who pushes you intellectually yet recognises the value of your work. Remember: a rigorous examination that strengthens your thesis is a far greater asset to your career than an uncritical pass.

6. Researching Potential Examiners

Before committing to a choice, familiarise yourself with potential examiners’ publications and research profiles. Read several of their recent papers and note their methodological approaches, theoretical frameworks, and perspectives. This will give you insight into the kinds of questions or critiques they might raise.

Ask yourself:

  • Do they use similar theories or methodologies to mine?
  • Have they published work that directly relates to my topic?
  • Are they likely to appreciate the nuances of my approach?
  • Do I feel confident discussing my work with them in an oral examination?

Engaging with your examiner’s research early also prepares you intellectually for the defence. You’ll be able to anticipate lines of questioning and reference their work naturally, showing that you are familiar with the broader academic conversation surrounding your topic.

7. The Supervisor’s Role in the Selection Process

Ultimately, the formal nomination of the external examiner is usually made by your supervisor or department chair, often with your input. Supervisors tend to know the field’s key figures and have professional connections that can facilitate the process. However, this does not mean you should take a passive role. Discuss your preferences openly, ask questions, and express any concerns about potential candidates.

In many cases, your supervisor will contact the potential examiner informally before submitting an official nomination. This ensures that the scholar is both interested and available to serve. Such informal communication is normal and can prevent administrative delays. However, you should not contact potential examiners yourself unless advised to do so by your supervisor or department.

8. Preparing for the Examination

Once the external examiner is confirmed, use the months leading up to the viva (oral defence) to prepare thoroughly. Begin by revisiting their published work, paying attention to the arguments, terminology, and theoretical perspectives they prioritise. Doing so will give you a sense of how they think and what kinds of questions they might ask.

Additionally, ensure that your thesis engages with their research where relevant. If your external examiner has written extensively on a related topic, citing their work appropriately demonstrates awareness of the field and intellectual respect. It also prevents awkward situations during the defence when an examiner points out that you overlooked one of their major publications.

9. Logistics and Formalities

Formal arrangements for the external examiner are typically handled by your university’s graduate office or administrative staff, but you may have certain responsibilities. These can include:

  • Providing the examiner with a clean, formatted copy of your thesis or dissertation.
  • Ensuring they receive relevant departmental forms, submission guidelines, or evaluation criteria.
  • Assisting with scheduling or technical arrangements for a remote examination, if applicable.

In the twenty-first century, many universities conduct vivas virtually using video conferencing platforms such as Zoom or Microsoft Teams. If your examiner participates remotely, test your equipment and internet connection in advance to avoid technical interruptions during the defence.

10. During the Examination

The external examiner’s role during your defence is to probe, clarify, and challenge. Expect in-depth questions about your methodology, literature review, and interpretations. The examiner may ask how your findings align with or challenge existing scholarship—including their own. While this may sound intimidating, most examiners approach the process as a scholarly conversation rather than an interrogation.

Stay calm, listen carefully, and respond thoughtfully. If you disagree with a question or interpretation, do so respectfully, providing evidence for your position. Examiners appreciate intellectual confidence when paired with humility and professionalism.

11. After the Examination

Following the viva, the external examiner, along with the internal committee, will make recommendations regarding the outcome. These may include immediate acceptance, minor revisions, major revisions, or resubmission. Regardless of the decision, view the feedback as a valuable opportunity for improvement. Even critical comments reflect the examiner’s engagement with your work and can guide you in preparing publications or future research proposals.

After the process is complete, it’s customary (and courteous) to send a brief thank-you note to your external examiner, expressing appreciation for their time and insights. Professional courtesy helps maintain good relationships within your academic network.

12. The Long-Term Impact of a Well-Chosen Examiner

A good external examiner can influence your career far beyond the defence itself. Their feedback may inspire new research directions or lead to collaborations, recommendations, or even job opportunities. An examiner impressed by your work may cite it, invite you to conferences, or serve as a future reference. Thus, the relationship can extend well beyond the examination, contributing to your visibility and credibility in the field.

Conclusion: Turning Examination into Collaboration

Choosing an external examiner is one of the most consequential decisions in your postgraduate journey. The right examiner will evaluate your work rigorously yet fairly, challenge your thinking, and help you grow as a scholar. The wrong choice could result in an uninspired assessment or an unnecessarily difficult experience.

Approach the selection strategically: research potential examiners, consult with your supervisor, and ensure compliance with institutional rules. Once confirmed, engage with your examiner’s scholarship and prepare thoroughly for the discussion ahead. Remember that examination is not merely an obstacle but an opportunity—a chance to share your research with a respected expert and to join the ongoing scholarly conversation in your field.


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