01
Set the extraction target
You define the learner performance, the interview boundaries, and the few unknowns that would most affect the training.
Made for Corporate Trainers
Plan a High-Yield Expert Interview
Also useful for: people in Education
35 min
Intermediate
Professional Learning
Prepare for a Conversation
Turn a training request into a focused expert interview agenda built around learner actions, judgment calls, failure points, and revealing examples.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Expert time is limited, and broad questions usually produce long explanations instead of teachable material.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Answer the strategic gaps
You use the AI's short question set to resolve only the missing details that would change the interview plan.
03
Generate and pressure-test the plan
You produce the timed agenda, questions, probes, example targets, accuracy controls, and capture checklist, then test them against the session limit.
04
Prepare your live interview sheet
You turn the plan into a clean working document that is easy to follow while listening and taking notes.
Make Your Play
Plan a High-Yield Expert Interview
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Describe the training request, topic, delivery format, and reason the training is needed.
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Describe who will take the training, what experience learners already have, and where performance currently breaks down.
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State what learners must be able to do after the training in observable terms.
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List topics that must be covered, topics that should be excluded, and any policy, legal, safety, or approval boundaries.
0/10000
Enter the number of minutes available for the expert interview.
Summarize what you already know and list any source material you have reviewed.
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Describe anything likely to reduce the value of the session, such as limited time, an overly broad topic, conflicting experts, or an expert who gives abstract answers.
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This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Set the extraction target
You define the learner performance, the interview boundaries, and the few unknowns that would most affect the training.
02
Answer the strategic gaps
You use the AI's short question set to resolve only the missing details that would change the interview plan.
03
Generate and pressure-test the plan
You produce the timed agenda, questions, probes, example targets, accuracy controls, and capture checklist, then test them against the session limit.
04
Prepare your live interview sheet
You turn the plan into a clean working document that is easy to follow while listening and taking notes.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Start with the performance goal, not the course topic. Write what learners must be able to do after training. If you are unsure about scope, list what is definitely included and what might be excluded. Answer the AI’s follow-up questions briefly, then check that every final interview question could produce material you can teach, demonstrate, or turn into practice.
Advanced instructions
Use the priority map to challenge the original training request before the interview. Tighten questions around high-consequence decisions, variation across contexts, and gaps between written procedure and real work. Replace low-value questions with requests for contrasting cases, such as a routine case, a borderline case, and a failure case. Mark any response that will require a second source or formal approval.
Use this when
Use this before interviewing a subject matter expert for a course, workshop, job aid, onboarding program, or process update, especially when the topic is broad or the expert tends to give background-heavy answers.
You'll need
- Training request
- Target learners
- Performance goal
- Scope and boundaries
- Interview length
- Known information
- Interview concerns
You'll get
- A timed agenda that fits the session
- Questions tied to learner actions and decisions prioritized Probes for mistakes, exceptions, cues, and tradeoffs
- At least three targeted examples to request, a live capture checklist, and a clear list of facts that need validation.
By the end of this playbook
You will have:
- A timed agenda that fits the session
- Questions tied to learner actions and decisions prioritized Probes for mistakes, exceptions, cues, and tradeoffs
- At least three targeted examples to request, a live capture checklist, and a clear list of facts that need validation.
Examples
Progress 1 of 4