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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.

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