Interviewing
Structured interviews with stakeholders, frontline staff, and subject matter experts to gather solution ideas
What is Interviewing?
Structured Interviewing is a data gathering technique where the improvement team talks one-on-one or in small groups with people who experience the problem. Unlike casual conversation, structured interviews follow a prepared guide with open-ended questions designed to surface facts, patterns, and insights. The people closest to the work often see things that data alone cannot reveal.
When to Use It
- •In Step 1 (Identify) to understand the problem from multiple perspectives
- •In Step 2 (Analyze) to investigate root causes that are not captured in system data
- •When quantitative data tells you what is happening but not why
How to Use It: Step by Step
- 1
Prepare the interview guide
Write 5-10 open-ended questions. Start broad ("Walk me through your typical day") and narrow ("When does this problem happen most often?"). Include follow-up prompts.
- 2
Select interviewees
Include people at multiple levels: frontline workers, supervisors, managers, and affected stakeholders. Aim for diversity of perspective.
- 3
Conduct the interview
Listen more than talk. Take notes or record (with permission). Ask "Can you give me an example?" to move from general to specific.
- 4
Synthesize findings
After all interviews, look for themes, contradictions, and surprises. Present anonymized findings to the team.
Example
Investigating why the accounting close takes 12 days instead of 5
Interviews with 8 staff across 3 departments revealed: (1) Two teams were reconciling the same data independently because neither knew the other did it. (2) One manual step required a physical signature that could easily be digital. (3) The closing checklist had 4 steps that were no longer relevant but nobody had removed them. None of these causes appeared in the system data.
Pro Tips
- ✓Promise and maintain confidentiality — people share more when they are not worried about attribution
- ✓Ask "What else?" at the end of every answer — the best insights often come last
- ✓Interview skeptics and resistors, not just supporters — their objections reveal real constraints
- ✓Schedule 30-45 minutes per interview — shorter feels rushed, longer causes fatigue
Facilitation Guide
Hold a 60-minute idea generation session. Set ground rules: no criticism, quantity matters, build on ideas (5 min). Run silent brainwriting round — each person writes 3 ideas and passes to the next person, repeat 5 times (30 min). Read all ideas aloud and cluster into themes on a wall (15 min). Do a quick round-robin where each person adds one more idea inspired by the clusters (10 min). Count total ideas and celebrate the quantity.
Other Tools in Step 3
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