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Stakeholder Interview Template

This document outlines questions to ask a stakeholder to understand their vision for a new project, the types of users and their needs, the value proposition and competition, customers and their processes and workflows, the context of use for current and new tools, and user goals. Key areas explored are the stakeholder's vision for success and potential risks, different user roles and attributes, problems the offering solves and its value proposition, similar and competing tools, targeted customers and their needs, the sales process and tools currently used, data collected and insights provided to customers, and what defines success or failure for users.

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Eashita Banerjee
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68 views2 pages

Stakeholder Interview Template

This document outlines questions to ask a stakeholder to understand their vision for a new project, the types of users and their needs, the value proposition and competition, customers and their processes and workflows, the context of use for current and new tools, and user goals. Key areas explored are the stakeholder's vision for success and potential risks, different user roles and attributes, problems the offering solves and its value proposition, similar and competing tools, targeted customers and their needs, the sales process and tools currently used, data collected and insights provided to customers, and what defines success or failure for users.

Uploaded by

Eashita Banerjee
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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STAKEHOLDER INTERVIEW

Project vision
• 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)?

Users
• Different types of users (salesperson vs supervisor vs analyst)
• Who is primary?
• Role(s)?
• Typical background?
• Defining attribute?

Value proposition
• What problems do users have that this offering solves?
• What is the core value prop of the offering?
• What are the main marketing messages?

Competition
• What similar tools are in use today?
• Target market? Value proposition?
• What are their relative strengths/weaknesses?
• How is this offering different?

Your customers
• 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


• 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 their
multiple types of engagements? Are there other key patterns (eg. 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

Version 1 UX Apprentice 2013


• 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?

User goals
• What defines success? (if an experience goes well, what happens, commission? Bonus?)
• What is a 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?

Version 1 UX Apprentice 2013

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