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Conduct Interviews In-person

Purpose


Getting interview data from participants who don't use virtual tools. 

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 QuestionPro link for the first interview

    Resources