Conduct Interviews In-person

Purpose

Responsible Party

Whoever is assigned to conduct in-person interviews + contract interviewers

Interdependencies

Interview dates have been scheduled and confirmed + participants have signed up for a slot. 

Example:

• The Sales Lead should have engaged with the client and vetted their fit for a project before scheduling.
• This meeting happens near the end of the sales process. After the meeting is scheduled, the Ops Team can prepare to conduct the meeting.

Directions

In-person interviews are best conduced in a quiet and confidential location that feels comfortable for participants. 

1. Prepared checklist:

   • Time and Date = confirmed
   • Client is expecting interviewer and has their contact info
   • Interviewer knows who at the organization they can contact, in the case of questions
   • Tools are prepped
   • Arrive to location at least 15 minutes early to set up

2. Set up:

   • Ensure that the room has a door that shuts
   • Ensure that the room is big enough that 2 people won't be a crowd
   • Plug in laptop and open up the Master list
   • Open the qualtrics link for the first interview

Resources

DORIS Interview Cheat Sheet