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User interview script

A user interview script template with warm-up questions, non-leading core questions, a 'tell me about the last time' prompt, and a wrap-up.

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# User interview script: How small teams choose project management tools **Goal:** Understand the trigger that makes a team switch project tools, not just which features they compare. ## Warm-up - How long have you been in your current role? - Walk me through a typical Monday morning for your team. - What tools are open in your browser tabs right now? ## Core questions - Tell me about the last time you looked for a new tool to solve a work problem - what happened? - What made you decide the old way wasn't good enough anymore? - Who else was involved in that decision, and what did they care about? - What would have to be true for you to switch away from what you use today? ## Tell me about the last time... Tell me about the last time your team missed a deadline because of a coordination problem. Walk me through it from the moment you realized something was wrong to how it got resolved - who did you talk to first, and what did you wish you'd had at that moment? ## Wrap-up Is there anything about how your team plans work that I should have asked about but didn't? Would it be okay if I followed up by email with one or two clarifying questions?

How to use it well

  • →Every core question should survive the test of asking about a real past event, not a hypothetical - "tell me about the last time" gets a memory, "would you use" gets a guess.
  • →If a question can be answered with a feature name, it's leading. Rewrite it around the situation and the trigger, and let the person volunteer what they used to solve it.
  • →Leave room to go off-script. The best line in most interviews comes from a follow-up to something the participant said, not from the next question on the page.

Part by part

**Goal:** {{goal}}
One stated goal, at the top. An interview trying to answer four questions answers none of them well, and the goal is what decides which follow-ups to chase.
## Warm-up
Easy questions first, so the participant is talking before anything difficult arrives. It also establishes that you are listening rather than testing.
## Tell me about the last time...
The most valuable question shape in user research. It asks for a memory rather than an opinion, and memories are far more reliable than predictions.
## Wrap-up
A closing that invites anything missed. The best insight often arrives after the participant thinks the interview has ended.

Common mistakes

  • Would you use a feature that did X?

    People are consistently poor at predicting their own behaviour and inclined to be encouraging. The answer is almost always yes, and it predicts nothing about adoption.

  • Leading questions that name the problem.

    Asking whether something is frustrating supplies the frame and the answer. Asking what happened the last time they did it lets the frustration surface on its own, or not at all.

  • Demonstrating the product early.

    Once the participant has seen your solution, everything after is feedback on it rather than description of their own situation. Ask about their world before showing them yours.

Questions

Why ask about the last time rather than in general?

Because in general produces a summary of what someone believes they do, which is systematically tidier than reality. A specific recent instance surfaces the workarounds and irritations that a summary smooths over.

How many interviews are enough?

Five or six per user type surfaces most of the common patterns. Beyond that you get diminishing returns quickly — running two more with a different segment usually beats another five with the same one.

Should I follow the script exactly?

No. It is a checklist of what to cover, and the best material comes from following an unexpected answer. The goal at the top is what tells you which tangent is worth taking.

Is it worth recording?

Yes, with consent — you cannot take good notes and listen properly at once. Recording also lets someone else check your interpretation, which matters because interview findings are easy to hear selectively.

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