explore · Research · 60–90 min · 1-2 people · low energy
Expert Interview
The Expert Interview is a research method to quickly gain knowledge and insights from individuals with specialized expertise. It helps teams understand the context, history, and potential innovations within a specific domain.
When to use Expert Interview
Use this method when you need to quickly understand a complex topic, identify key stakeholders, or learn about best practices and potential pitfalls in a particular field.
What it solves
Lack of foundational knowledge hindering progress; reinventing the wheel due to unawareness of existing solutions.
How to run Expert Interview, step by step
- Define the expertise needed. Clearly articulate the knowledge gaps you aim to fill. (15 minutes)
- Identify and recruit experts. Seek individuals with diverse perspectives and relevant experience. Provide them with a preview of the interview topics. (Ongoing)
- Prepare targeted questions. Develop a structured interview guide with open-ended questions to elicit detailed responses. (30 minutes)
- Conduct the interview. Actively listen, probe for deeper understanding, and adapt your questions based on the expert's responses. Record the interview (audio or video) with permission. (60-90 minutes)
- Analyze and synthesize findings. Review your notes and recordings to identify key themes, insights, and recommendations. (60 minutes)
Materials needed
- Interview guide
- Recording device (audio or video)
- Notebook
- Pens
Facilitator tips
- Establish rapport with the expert before diving into the interview.
- Be respectful of the expert's time and expertise.
- Send a thank-you note after the interview.
Common pitfalls
- Failing to prepare adequately, resulting in unfocused questions.
- Dominating the conversation and not allowing the expert to fully express their views.
- Not documenting the interview effectively, leading to loss of valuable information.
Variations
- Panel interview with multiple experts.
- Informal conversation with an expert over coffee.
- Remote interview via video conferencing.
Running it online or hybrid
Conduct the interview via video conferencing. Share documents and notes using a collaborative online whiteboard.
What it produces
Interview notes, audio/video recording, summary of key insights and recommendations.
Origin
Adapted from IDEO Design Kit — source
Build a session around Expert Interview
METODIC places Expert Interview inside a complete, timed session plan — agenda, worksheets, facilitator guide and slides — matched to your group and goal.