Workshop: How To Effectively Interview Stakeholders

Ground Rules For Meetings:

  1. Schedule interview sessions in advance along with agenda items so stakeholders know what to expect
  2. If you have documents or requirements that require review, send the documents at least 2 to 3 days in advance

Format For Interview Questions: 

  1. Start with outlining current processes
  2. Identify the starting point (beginning trigger) for the process
  3. What happens next or what should happen next
  4. What happens next or what should happen next (I know this is repetitive but typically this will allow you to understand the entire process)
  5. What notifications are needed?
  6. Who should receive the notifications?
  7. Ask anything that doesn’t make sense on the process or outline
  8. How do you know you are with your responsibilities done or what’s the last step in the process?