Interview preparation steps 101

  1. No more than three research team members should attend any single interview so as to not overwhelm the interviewee or crowd the location. Each team member should have a clear role (i.e. interviewer, recorder, note-taker, observer).
  2. Prepare the interview goal, set the schedule with your interviewee, and prepare the interview script.
  3. Come prepared with a set of open-ended questions you’d like to ask. Start by asking broad questions about the person’s life, values, and habits, before asking more specific questions that relate directly to your challenge.
  4. Prepare for the recording and notes. Make sure to write down exactly what the person says (verbatim), not what you think they might mean. This process is all about hearing exactly what people are saying.
  5. What the person says is only one data point. Be sure to observe your interviewee’s body language and the context in which you’re talking.

<aside> 💡 Be genuinely curious. Everyone you meet knows something you don’t.

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Ethics and tips for conducting interviews

Interview guidelines:

  1. Introduction
  2. Build rapport, and make them feel comfortable. Start with friendly small talk before transitioning into your interview. Start slow and easy with simple, easy-to-answer questions before delving deeper into personal experiences or more involved tasks. Then, as you approach the end of a session, make an effort to surface gradually. (Example: how was your day?)
  3. Important to note about privacy
  4. Give open-ended questions. A simple question might lead to a deep answer while a complex question might lead to a yes or no answer.