Subject Matter Expert Interview Template

Timing

  • Duration: An ideal length for the interview is thirty to sixty minutes. Try to avoid scheduling interviews longer than two hours, as attention and energy will rapidly deplete.

Questions to Ask

  • Big-Picture Questions
    • Who is the target audience for this?
    • When and why would the audience use this?

    • How will the audience see or interact with this feature?

  • Example Closed-Ended Questions
    • Is this feature going live in version X?
    • Should part A be screwed in before tightening part B?
    • Do you need to turn off the power before starting this procedure?

    • How many times is the Refresh button clicked in this process?

  • Example Open-Ended Questions
    • What tasks can be accomplished using this product?
    • Can you describe the major differences between versions 1.0 and 2.0?
    • What are the consequences of not turning off the power first?
    • Who is most likely to use this, and for what reasons?

    • How does this feature or process work in detail?

  • Confirmation Questions

    • Even if you think you know the answer, ask for confirmation to ensure accuracy.

Preparation

  • Set the scene. Before the interview, introduce yourself and set the scene for how you might work together on the project. Confirm that they are able to help you with the topics identified. It's important that they understand how much time and effort is required on their part, as well as any important deadlines.
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