# Workflow Interview Guide

## Before the call

### Set up the Miro:

![](https://1037707739-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MREzAOAsj_fSNGKpEQc%2Fuploads%2FofadbcMCR3ZzeSoElLqT%2Fimage.png?alt=media\&token=c1207463-b6a7-48e9-adbe-2f47659a9d30)

* Go to the Miro board from the department-wide call
* Copy the functions that are relevant to the person being interviewed, along with their workflow
* Paste the functions and workflows into the person's 1:1 workflow interview Miro
* Set them up in a horizontal fashion, with blank sticky notes underneath
* Make the content of the title sticky notes bold, leaving all blank sticky notes unboldened. This will come in handy when pasting the information into notion.

## During the call

{% hint style="info" %}
When taking notes during the interview, going in a downward fashion underneath the relevant sticky note rather than horizontally next to it will make it easier to paste into notion later
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### Set expectations:

* Are you ok with this call being recorded?
* We are going to spend an hour breaking down the details of your work
* We will finish the first iteration of the documentation and send it to you with comments asking for clarification, screenshots, and specific links.
* Please finish that within a week so that we can send the final product by our deadline.

### Re-clarify the goals:

Review the information you gathered about the goals of the documentation to ensure they are accurately understood and complete. This also provides valuable transcript information for the documentation. 

* How many separate functions can you categorize your work into? If you're not sure, let's stick with one.
* What are your biggest challenges in the work?

### Ask foundational questions:

* What's the goal/purpose of the function? What are outputs and desired deliverables?
* What can potentially go wrong when doing the work? What are the hazards and consequences of inadequate control?
* What are some specific requirements, and constraints?
* What's the exact workflow and process? Are you using any specific tools used during the process?

### Ask additional questions, if there is time:

* Are there important meetings that need to be attended?
* What are specific documents or tools that need to be used in specific parts of the workflow?
* For this function, what is the easiest thing to get started with?
* Are there any resources you personally use? Are there any helpful resources for those who are just beginning?
* How would you describe the working conditions? Is the work mentally demanding, physical, social?
* What is the frequency and cadence of the work? How often does it have to be done and in which intervals?

{% hint style="info" %}
Take into account that you will be entering the transcript into GPT. Keeping the conversation on track by sticking to one question at a time will help when getting GPT to generate content.
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