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Subject-Matter Expert Interview Plan for Articles

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Get accurate, quotable material from busy experts.

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Plan an interview with a subject-matter expert for an article. Article topic and audience: [TOPIC_AUDIENCE]. Expert's role and availability: [EXPERT]. What the article must explain: [MUST_EXPLAIN].

Create a plan with a pre-interview email of under 120 words, a 30-minute question list ordered from context to specifics to examples, follow-ups for vague answers, and a closing question that surfaces what I missed. Provide a recording and consent script, a note-taking template, and a process for sending quotes back for accuracy checks. Include rules: do not change the meaning of quotes, label opinion versus fact, and have the expert confirm technical claims. Add a thank-you message and a way to credit the expert with their permission.

Also add a list of ways to deal with an expert who gives answers that are too technical or too brief, and a reminder to ask for sources for any figure.

Include a short list of follow-up questions that work for almost any interview, such as what do people usually get wrong, and what would you tell someone starting today.

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