Back to the Playbook
Strategy & DiscoverySD-04
User interviews — planning & prep
Prepare behaviour-based interviews that could disprove the hypothesis, with realistic recruitment and consent planning.
Product statusAvailable now
Input4 required inputsResearch hypothesis and the decision it informs · Existing research and the relevant user workflow · Recruiting constraints
SkillsPrepare a customer interview · Prepare task context · Review an artifact against agreed criteriaResearcher + Product Researcher Agent
OutcomeInterview plan: research aim, behavioural screening, participant plan, discussion guide and logistics.Artifact: Interview plan
Owner
Researcher
Human + Agent
Participants · Agents
Product ManagerDesignerProduct Researcher Agent
Trigger
A research hypothesis and a target behavioural segment are named.
Required context
Product BrainResearch hypothesis and the decision it informsCustomer evidenceExisting research and the relevant user workflowFilesRecruiting constraintsProduct BrainInitiative focus and approved Product Brain guidance
Optional context
FilesPrior interview guidesConfluenceConsent and recording rules
Skills
Prepare a customer interviewPrepare task contextReview an artifact against agreed criteria
Suggested conversation arc
- 1Bound the research questionState the belief being tested, the decision it informs and what evidence could contradict it. Avoid a vague topic or a preferred feature pitch.Skills: Prepare task context
- 2Prepare behavioural recruitmentDefine relevant recent behaviour, screening questions, participant mix and compensation/logistics. Treat sample size as a reasoned plan rather than guaranteed saturation.Skills: Prepare a customer interview
- 3Prepare the discussion guideDraft broad-to-specific questions about recent events, follow-up probes, warm-up and wrap-up. Include permission for recording and distinct observer roles.Skills: Prepare a customer interview
- 4Confirm study readinessCheck recruitment fit, leading language, guide timing and consent arrangements; confirm readiness or the missing preparation before sessions begin.Skills: Review an artifact against agreed criteria
Output
Interview plan: research aim, behavioural screening, participant plan, discussion guide and logistics.
Artifacts
Creates: Interview plan
What good looks like
- Questions seek actual behaviour and allow unexpected answers.
- Preparation is distinguishable from completed fieldwork.
- Sample size is a reasoned plan, not a claim of saturation.
Quality gate
The Researcher confirms readiness, or names the missing preparation, before sessions begin.
Destination
Teklens onlyConfluence
Usually next
People and agents work from the same Product Brain. The owner stays accountable. Assigned agents prepare and check. A named person approves at the gate.
Choose the path that matches your role.
Set the Product AI direction with us, or test the shared Product Brain on real work with Jira and code.