1. Familiarize yourself with technical and industry-specific terms.

2. Obtain background information about the problem or issue of concern if possible.

3. Establish the purpose, expected outcomes, and objectives for the interview.

4. Determine whether the interview will be conducted in person, by phone, or online.

5. Identify a comfortable and private location for conducting a one-on-one, in person interview.

6. Decide how information will be recorded. Hand written notes? Typing responses into computer? Tape recording? Video recording?

7. Test the equipment that will be used.

8. Develop an interview protocol if multiple interviewers will be involved.

9. Notify interviewees and their managers or supervisors of the interviews.

10. Send a letter of introduction to each interviewee that states the objectives of

the interview:

a. Explain why he or she was selected.

b. Specify whether confidentiality will be maintained.

c. Explain how the results will be used.

11. Specify a time when you will call to schedule an interview appointment.

12. Call the interviewee to schedule the interview.

13. Allow twenty to thirty minutes between interviews to document the results.

14. Allow flexibility in scheduling to accommodate those working in shifts.

Source : Kavita Gupta, ASTD, 2007

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