Interview Guide Templates
Document Information
Version: 1.0 Last Updated: December 2025 Status: Active Owner: Product Team
Table of Contents
Discovery Interviews
Purpose: Explore problems, needs, and workflows to identify opportunities for platform improvements.
Objectives
- Understand current workflows and pain points
- Identify unmet needs and frustrations
- Discover workarounds and manual processes
- Validate problem hypotheses
- Prioritize areas for platform investment
Screener Questions
Use these questions to select appropriate interview participants:
- Role: What is your current role and team?
- Experience: How long have you been working with internal developer platforms?
- Frequency: How often do you deploy applications or use platform services?
- Technology Stack: What programming languages and frameworks do you primarily use?
- Platform Usage: Which platform tools do you use daily? (e.g., CI/CD, monitoring, service catalog)
Selection Criteria:
- Mix of experience levels (junior, mid, senior)
- Diverse roles (developers, DevOps, platform engineers)
- Various teams and business units
- Different technology stacks
Main Questions
Current State
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Walk me through your typical development workflow from local development to production.
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Follow-up: What tools do you use at each stage?
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Follow-up: Where do you spend the most time?
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What are the biggest challenges you face when deploying applications?
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Follow-up: How often does this happen?
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Follow-up: How do you currently work around these issues?
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Describe the last time you had to troubleshoot a production issue.
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Follow-up: What information did you need?
- Follow-up: How long did it take to resolve?
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Follow-up: What made it difficult?
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What tasks do you find yourself doing repeatedly that feel like they should be automated?
- Follow-up: How much time do these tasks consume?
- Follow-up: Have you tried to automate them?
Pain Points
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What frustrates you most about the current platform?
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Follow-up: Can you give me a specific example?
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Follow-up: How does this impact your work?
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What information do you wish you had easier access to?
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Follow-up: Where do you currently find this information?
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Follow-up: How often do you need it?
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Tell me about a time when the platform prevented you from doing your job effectively.
- Follow-up: What was the business impact?
- Follow-up: How was it eventually resolved?
Ideal State
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If you could wave a magic wand and improve one thing about the platform, what would it be?
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Follow-up: Why is this most important to you?
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Follow-up: How would this change your day-to-day work?
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What does "developer experience" mean to you?
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Follow-up: Can you give examples of good vs. bad developer experience?
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What capabilities or features do you wish the platform had?
- Follow-up: What would you use them for?
- Follow-up: What's preventing you from achieving this today?
Follow-up Questions
- Can you show me an example of that?
- How often does this happen?
- What did you do instead?
- Who else is affected by this?
- What would success look like?
- Is there anything else you'd like to share?
Interview Guidelines
Before the Interview:
- Schedule 45-60 minutes
- Send objectives and topics in advance
- Request permission to record
- Prepare your note-taking system
During the Interview:
- Start with rapport building
- Use the "5 Whys" technique to dig deeper
- Observe non-verbal cues
- Allow for silence (don't rush)
- Be curious, not leading
- Take notes on direct quotes
After the Interview:
- Send thank you note
- Synthesize notes within 24 hours
- Identify key themes and insights
- Share anonymized findings with stakeholders
Usability Testing
Purpose: Validate that features and workflows are intuitive, efficient, and meet user needs.
Objectives
- Evaluate feature usability before launch
- Identify UI/UX friction points
- Measure task completion rates and time
- Gather qualitative feedback on design
- Validate information architecture
Screener Questions
- Role: What is your role and primary responsibilities?
- Platform Usage: How frequently do you use [specific feature/tool]?
- Technical Proficiency: Rate your comfort level with [technology]: Beginner / Intermediate / Advanced
- Availability: Can you participate in a 45-minute usability session?
- Environment: Do you have access to [required environment/tools]?
Selection Criteria:
- Representative of target user personas
- Mix of technical skill levels
- Unfamiliar with the specific feature (for new features)
- Regular users (for redesigns)
Main Questions
Pre-Task Questions
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What are your expectations for this feature?
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Follow-up: What problems do you hope it solves?
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Have you used similar features in other platforms?
- Follow-up: What did you like or dislike about them?
Task Scenarios
Task Format: "Imagine you need to [accomplish goal]. Use the platform to complete this task."
Example Tasks:
- Task 1: Deploy a new microservice to the development environment
- Task 2: Set up monitoring and alerts for your service
- Task 3: View the deployment history and rollback to a previous version
- Task 4: Configure environment variables for your application
For Each Task, Observe:
- Time to completion
- Number of clicks/steps
- Errors or wrong paths taken
- Hesitation points
- Facial expressions and body language
During Tasks, Ask:
- What are you thinking as you do this? (Think-aloud protocol)
- What do you expect to happen when you click that?
- Is this what you expected to see?
- If not: What did you expect?
- How would you describe what you just did?
Post-Task Questions
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How easy or difficult was that task? (Scale 1-5: Very Difficult to Very Easy)
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Follow-up: What made it [easy/difficult]?
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Was there anything confusing or unclear?
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Follow-up: What would have helped?
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Did you feel confident completing this task?
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Follow-up: What created uncertainty?
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What would you change about this workflow?
Wrap-up Questions
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Overall, how would you rate your experience? (Scale 1-5: Very Poor to Excellent)
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Would you use this feature in your daily work?
- Follow-up: Why or why not?
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What did you like most about the experience?
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What frustrated you the most?
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Is there anything we didn't ask about that you think is important?
Testing Guidelines
Before the Session:
- Prepare test environment
- Create realistic test data
- Test your recording setup
- Have tasks written out clearly
- Prepare consent form
During the Session:
- Encourage think-aloud narration
- Don't provide help unless stuck for >2 minutes
- Take notes on both actions and comments
- Use neutral language ("How would you do X?" not "Click X")
- Record time and success metrics
After the Session:
- Calculate success rates and time-on-task
- Categorize issues by severity (critical, major, minor)
- Identify patterns across participants
- Prioritize fixes based on frequency and impact
Feedback Interviews
Purpose: Gather feedback on existing features to identify improvement areas and prioritize enhancements.
Objectives
- Understand feature usage patterns
- Identify improvement opportunities
- Gauge user satisfaction
- Prioritize feature requests
- Discover hidden issues
Screener Questions
- Feature Usage: How often do you use [specific feature]?
- Duration: How long have you been using this feature?
- Outcome: Do you typically achieve what you set out to do with this feature?
- Context: What is your primary use case for this feature?
Selection Criteria:
- Active users of the feature
- Mix of successful and struggling users
- Different use cases
- Various team sizes
Main Questions
Usage Patterns
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How do you typically use [feature] in your workflow?
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Follow-up: Walk me through a recent example.
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Follow-up: How often do you use it?
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What prompted you to start using this feature?
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Follow-up: What alternatives did you consider?
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What do you use this feature for?
- Follow-up: Are there use cases we might not have anticipated?
Satisfaction
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On a scale of 1-10, how satisfied are you with [feature]?
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Follow-up: What would it take to make it a 10?
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What do you like most about this feature?
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Follow-up: Why is that important to you?
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What frustrates you about this feature?
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Follow-up: How do you work around these limitations?
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Is there anything missing that would make this feature more useful?
- Follow-up: What would you use that for?
Specific Feedback
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How intuitive is the feature to use? (Scale 1-5)
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Follow-up: What was confusing when you first used it?
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Follow-up: What would make it more intuitive?
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How well does the feature integrate with your other tools?
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Follow-up: What integration would be most valuable?
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How is the performance of this feature?
- Follow-up: Have you experienced any issues?
- Follow-up: How does this impact your work?
Future Direction
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If you could add one capability to this feature, what would it be?
- Follow-up: How would you use that capability?
- Follow-up: How important is this to your work?
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What would make you use this feature more often?
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Is there anything about this feature that you wish worked differently?
Follow-up Questions
- Can you show me how you do that?
- How much time would that save you?
- How does this compare to other tools you've used?
- Who else on your team would benefit from this?
- What's the impact when this doesn't work as expected?
Interview Guidelines
Before the Interview:
- Review usage data for the participant
- Identify specific behaviors to explore
- Prepare scenarios if needed
- Have recent feedback/issues available
During the Interview:
- Ask for demonstrations when possible
- Explore both positive and negative experiences
- Dig into workarounds (they reveal needs)
- Validate feature requests with use cases
After the Interview:
- Categorize feedback (bugs, enhancements, education)
- Prioritize by impact and feasibility
- Close the loop with participants on actions taken
- Share themes with product and engineering teams
Onboarding Interviews
Purpose: Understand the new user experience and identify barriers to adoption and productivity.
Objectives
- Evaluate onboarding effectiveness
- Identify knowledge gaps
- Reduce time to first value
- Improve documentation and training
- Measure initial impressions
Screener Questions
- Tenure: How long have you been using the platform?
- Experience Level: How would you rate your overall technical experience?
- Onboarding Method: How did you learn to use the platform? (docs, training, colleague, trial-and-error)
- First Impressions: What was your initial impression of the platform?
Selection Criteria:
- Users within first 30-90 days
- Mix of self-guided and trained users
- Different roles and backgrounds
- Various entry points into platform
Main Questions
First Impressions
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What were your first impressions when you started using the platform?
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Follow-up: What surprised you (positively or negatively)?
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How clear was it what the platform could do for you?
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Follow-up: What helped you understand this?
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Follow-up: What was confusing?
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What did you want to accomplish first?
- Follow-up: Were you able to achieve it?
- Follow-up: How long did it take?
Onboarding Experience
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Walk me through how you learned to use the platform.
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Follow-up: What resources did you use?
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Follow-up: What did you find most helpful?
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What was the hardest thing to figure out?
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Follow-up: How did you eventually solve it?
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Follow-up: How long did it take?
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Did you get stuck at any point?
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Follow-up: What helped you get unstuck?
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Follow-up: Who or what did you turn to for help?
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How useful was the documentation?
- Follow-up: What was missing or unclear?
- Follow-up: What documentation did you wish existed?
Knowledge Gaps
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What concepts or features are you still unclear about?
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Follow-up: Why do you think that is?
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What do you wish someone had told you when you started?
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Follow-up: How did you eventually learn this?
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Are there features you haven't tried yet?
- Follow-up: Why not?
- Follow-up: What would motivate you to try them?
Comparison
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How does this platform compare to others you've used?
- Follow-up: What does it do better?
- Follow-up: What could it learn from others?
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How long did it take before you felt productive?
- Follow-up: What milestone made you feel that way?
- Follow-up: What would have accelerated this?
Suggestions
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If you were redesigning the onboarding experience, what would you change?
- Follow-up: What should stay the same?
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What would have made your first week easier?
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What advice would you give to someone just starting with the platform?
Follow-up Questions
- Can you show me where you looked for that information?
- What did you expect to find?
- How did you feel when that happened?
- What alternatives did you consider?
- Would you recommend this platform to colleagues? Why or why not?
Interview Guidelines
Before the Interview:
- Interview early (within 2 weeks of onboarding)
- Review their activity logs
- Identify which onboarding path they took
- Prepare to capture emotional responses
During the Interview:
- Focus on the journey, not just facts
- Capture what they tried that didn't work
- Ask about emotional highs and lows
- Identify "aha moments" and friction points
- Explore workarounds and external resources used
After the Interview:
- Map the actual onboarding journey
- Identify drop-off points
- Categorize issues (docs, UX, training, technical)
- Calculate time to productivity
- Prioritize improvements by impact on adoption
Tips for All Interview Types
Building Rapport
- Start with casual conversation
- Explain the purpose and how feedback will be used
- Assure confidentiality
- Thank them for their time
Active Listening
- Don't interrupt
- Use non-verbal encouragement (nodding, "mm-hmm")
- Paraphrase to confirm understanding
- Stay curious, not defensive
Effective Questioning
- Ask open-ended questions ("How...?", "What...?", "Tell me about...")
- Avoid leading questions ("Don't you think...?")
- Use silence to encourage elaboration
- Ask for specific examples, not generalizations
Note Taking
- Capture direct quotes (mark with quotation marks)
- Note emotional reactions
- Record context and environment
- Use consistent shorthand
Avoiding Bias
- Don't sell or defend the platform
- Remain neutral in tone
- Don't finish their sentences
- Accept negative feedback gracefully
- Probe negative feedback as deeply as positive
Interview Analysis
Synthesis Process
- Transcribe and Clean Notes (within 24 hours)
- Highlight Key Quotes and Insights
- Identify Patterns Across Interviews
- Create Affinity Diagrams (group similar themes)
- Prioritize Findings (frequency × severity)
Deliverables
- Summary Report: Key findings, themes, recommendations
- Quotes Library: Organized by theme
- Issue Log: Prioritized list of problems to address
- Opportunity Backlog: Features and improvements to consider
- Journey Maps: Visual representation of user experiences
- Personas: Updated with real user insights
Additional Resources
- Persona Template
- Journey Map Template
- NNGroup Research Methods: https://www.nngroup.com/articles/
- "The Mom Test" by Rob Fitzpatrick (recommended reading)