Remote Interview Facilitation Checklist
Run video interviews smoothly.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Prepare remote user interviews. Tool for calls and recording: [TOOLS]. Participants' likely tech comfort: [TECH_COMFORT]. Study topic: [TOPIC]. Create a checklist for before (send instructions, link, and a tech test option 2 days before; confirm time zones; prepare a phone fallback; get recording consent in writing; check the observer list and a note-taking plan), during (arrive 10 minutes early, introduce yourself, confirm consent on the recording, ask the participant to share their screen only if relevant and warn about private information, watch for connection issues, take breaks), and after (thank-you within a day, incentive sent, notes cleaned up, recording stored securely, deletion date set). Add scripts: opening (60 words), screen-share request (30 words), handling interruptions (20 words), and closing (40 words). Include accessibility options (captions, alternative contact method, flexible time) and rules for observers (muted, no side chat that the participant can see). Mention privacy rules in [JURISDICTION] [VERIFY]. Add a short troubleshooting section for the three most common failures (no audio, participant cannot find the link, recording fails mid-session), each with the exact words to say to keep the participant relaxed.
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