Technical Writing | Interviewing SMEs

Without Subject Matter Experts to impart their knowledge about their technologies writing that content will be a harder job. So, how does an experienced technical writer consider approaching and interviewing Subject matter experts?

I base my advice on my personal experiences of talking to and working with SMEs. You will no doubt find, like me, that some SMEs are difficult while others are happy to help.

Approaching and Interviewing  Subject Matter Experts 

  1. Make sure you schedule a meeting with the SME in advance, do not turn up at their desk and expect to talk. Most SMEs are busy and might be working on an important task.
  2. Make sure you know the SMEs area of ability and their role within the company
  3. If you collaborate with other technical writer’s check any project management plans or ask if they have already spoken to that SME
  4. If yes check the information to see if it is relevant to you. It will save time asking the SME twice for the same information and prevent any stern reminders that they have already discussed ‘XYZ.’
  5. I use a dictaphone to record interviews because it means if I have any queries I can always run the recording back. To date, no SME has objected to me recording the conversation.
    approaching and interviewing subject matter experts

    approaching and interviewing subject matter experts

    • If they DO object, it will mean listening intently and writing down the information
  6. Approach the Interview at the appointed time:
    • Do not be surprised to find the SME cancels the meeting due to other demands
    • If so, reschedule the meeting
  7. Always regard the interview as another knowledge capture exercise, which adds to your experience, do not assume you know everything before you get there, even if you do.
  8. The SME will assume that you know what they are talking about; if not – stop the interview, and either request a less technical explanation or if you still do not understand then you need to reassess your ability to do the job.
  9. Only schedule an hour for the interview but make it clear that if there are any points which are not clear, you will need to reschedule more time
  10. Be clear – there will be a peer review required, but you will let them know in advance when the document is ready for review
  11. approaching and interviewing subject matter experts

    approaching and interviewing subject matter experts

    If the SME is not aware of your role or why you need their comments introduce the project and you if you have not already done so introduce yourself

  12. The SME may not know everything and may need to refer you to another SME for information
  13. When you return to your desk, start writing up the document. Do not wait for a few days, even if you have recorded the interview
  14. Carry a pad and pen. You may need to ask the SME to draw the infrastructure
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