1. Gather Stakeholder Intel
Provide interview notes, transcripts, emails, or other observations.
Interview Template
Use these questions to guide your conversation and gather insights.
Communication Preferences
- When reviewing presentations, what do you look at first?
- What's your ideal presentation length and format?
- Do you prefer detailed appendices or just core messages?
- What level of detail do you need for decision-making?
Decision-Making Style
- What information is crucial for you to make decisions?
- How do you prefer to see options presented?
- What are your biggest frustrations with how information is currently presented?
- Can you describe a presentation that really worked well for you?
Priorities & Context
- What are your top 3 priorities for this quarter/year?
- What keeps you up at night regarding our area?
- What questions do you always find yourself asking?
- What background context do presenters often miss?
Style & Preferences
- Are there specific frameworks or models you find particularly useful?
- What jargon or approaches do you find unhelpful?
- How do you prefer to handle risks and uncertainties?
- What's your preference for data vs narrative?
Practical Details
- Best time of day for important presentations?
- Preferred pre-read timing (if any)?
- How do you like follow-up to be handled?
- Any pet peeves we should avoid?