Stakeholder Interview Template
You may also download this template in Microsoft Word format.
- What is your vision for this offering?
- What defines success for this project?
- What are the potential pitfalls (i.e. what keeps you up at night about this project)?
- Different types of users (salesperson vs supervisor vs analyst)
- Who is primary?
- Typical Background?
- Defining Attribute?
- What problems do users have that this offering solves?
- What is the core value prop of the offering?
- What are the main marketing messages?
- What similar tools are in use today?
- Target Market? Value Proposition?
- What are their relative strengths/weaknesses?
- How is this offering different?
- Target market(s)?
- What role is your team selling to?
- What problem do they have that their offering solves?
- Who is their competition?
- How are they differentiated?
PROCESS & WORKFLOW (example questions here for a Salesperson role)
- What is the nature between the salesperson and their customer?
- How does the salesperson know when it is time to engage with a customer? Are there multiple types of engagements? Are there other key patterns (e.g. cyclical patterns, size of company, level of customer savy-ness, industry, etc)
- How do they prepare? How do they work with? What tools do they use?
- How do they engage? What is the first step? And the next (and so on)? How does the engagement end?
- What frustrations/ pain points do they experience with their current process?
CONTEXT OF USE
- What tools do they use today? Where do those tools fit? (collect screenshots, printouts, any relevant articles if possible)
- What data points do they collect today? What insight are they able to share with customers today? How do they share it? What does it look like?
- What’s missing in the current process that this tool will provide?
- Where do you imagine your new (or redesigned) offering will fit?
- What defines success? (if an experience goes well, what happens, commission? bonus?)
- What are bad results? (If an experience doesn’t go well, what happens?)
- If users had a “magic wand” and could wish for anything to make the process better, what would they wish for?