Interviews
Each stakeholder is invited to a 30-minute, 1-on-1 interview with a DORIS representative. These interviews provide deep insight into participant experiences in their workplace. Interviews provide the bulk of challenge-seeking data.
Start
Confirm interview dates + create interview schedule
The Operations Manager confirms the interview dates with the liaison and creates the interview schedule.
- Typically, interviews take place over 2-3 weeks.
- A single interviewer can conduct 12 interviews per day (with breaks every two hours).
- The schedule should be set to accommodate the total number of interview participants.
- For example, if the project seeks to interview 150 people, schedule one interviewer full-time for 13 days (12 interviews per day * 13 days = 156 interview slots).
Determine how participants will sign up and participate in interviews
The Operations Manager engages with the project liaison to understand the organization's preferences and limitations for conducting interviews.
- These conversations often begin in the sales process and may involve other DORIS and client team members.
- Ideally, the process for participant interview engagement is decided by the first liaison meeting.
The Interview schedule, signup, and participation processes must be decided upon and prepped before Kickoff Meetings.
Common interview sign-up + participation plans
- For most projects, interviews take place via Zoom, conducted primarily by contract interviewers (with a full-time DORIS employee covering gaps or taking a portion). Participants sign up for their preferred interview slot via Calendly. This is the standard plan.
- Some clients prefer to have some or all of their interviews conducted in person. Calendly is flexible enough to accommodate both virtual and in-person sign-ups. In-person interviews can be conducted by contractors or full-time DORIS team members.
- Some organizations do not allow their employees to use Zoom or Calendly. In these cases, a system has to be designed to meet their constraints.
Plan
Establish and distribute the participant interview sign-up system
- Build interview schedule into scheduling tool (Calendly, etc.)
- Communicate interview sign-up instructions to participants (and DORIS team)
- Link interview sign-up system to participant master list
Create interview data collection system
- Write interview protocol based on the research questions
Interview and Survey Protocol Process
- In the project's Google Drive folder, create a new sheet based on the Interview + Survey Protocol Template
Interview + Survey Protocol Template (Do not edit this template.)
Gate:Gate: Review and approve interview protocol
- Build interview protocol into Qualtrics + Test
- Import master list into Qualtrics
- Create interview links + add to the participant master list
Identify and prepare interviewers
- Determine interviewer needs based on the interview schedule
CreateIf using contractors, create sign-up sheet or make offer to individuals
Prepare interviewers
- Create interview packet
- Send
interview packet and schedule to interviewers - Conduct interview prep meeting
Execute + Monitor
Conduct interviews