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Human Expert Interview Guide Template

Prepare a trained human moderator with neutral, decision-linked questions, approved probes, consent checks, sensitive-information stop rules, and an evidence handoff.

12

editable prompts

~45

minutes

New

preparation artifact

Open interactive previewReview the human-led workflow

Create an editable preparation artifact in your workspace. A trained human still owns screening, outreach, moderation, consent, and evidence review.

Best for

Human moderators and note-takers interviewing screened specialists about a defined decision.

Decision output

Run a consistent human-led conversation and hand source-labeled evidence to a reviewer.

Method

Semi-structured human expert interview guide with neutral probes and governance checkpoints.

Before you use this template

  • • Gotopico does not currently host, record, transcribe, or autonomously moderate this interview.
  • • A trained human moderator owns pacing, clarification, distress response, redirection, and stop decisions.
  • • Separate observed facts, respondent interpretation, moderator inference, contradiction, and unresolved uncertainty during synthesis.
Review the related decision guide
Preparation artifact 3 of 3

Human expert interview bundle

Editable now · human-led execution

Preparation boundary

This is an editable guide for a trained human moderator. Gotopico does not currently host, record, transcribe, or autonomously moderate the interview.

  1. Step 1

    Interview Study Brief

    Align the decision, evidence threshold, expert profile, exclusions, governance, and handoff before recruitment begins.

  2. Step 2

    Qualification Screener

    Collect recent, relevant experience plus consent, conflict, confidentiality, and availability signals for human review.

  3. Step 3

    Interview Guide

    Give a trained human moderator a decision-linked sequence, neutral probes, stop rules, and a consistent evidence handoff.

Good fit

  • • A human moderator can adapt approved probes while preserving comparability.
  • • The team needs depth, mechanisms, exceptions, and decision-relevant examples.
  • • Consent, conflict, recording, and sensitive-information rules are settled before the session.

Bad fit

  • • The team expects the template or an AI agent to run the interview autonomously.
  • • The decision requires statistically representative estimates rather than specialist depth.
  • • The topic lacks an escalation path for distress, restricted information, or withdrawn consent.

Governance modules

Informed consent

State the research purpose, voluntary nature, withdrawal path, intended use, and who will receive the output.

Conflict review

Screen employment, advisory, investment, competitive, and other interests before discussing the study topic.

Confidentiality boundary

Tell respondents not to disclose confidential, privileged, material non-public, patient, or customer-identifiable information.

Recording permission

Ask separately before any external recording or transcription and document the decision; this template does not record or transcribe.

Sensitive-information stop rule

Pause, redirect, and exclude content when a respondent begins sharing restricted or identifying information.

Handoff check

Moderator and note-taker confirm consent status, source labels, contradictions, caveats, and follow-up actions before synthesis.

Review the human-led workflow

Preview Sections

1

Opening and permissions

Confirm identity context, voluntary participation, boundaries, and any external recording decision.

3 prompts
2

Decision evidence

Explore mechanisms, examples, trade-offs, exceptions, disagreement, and evidence that would change the view.

6 prompts
3

Close and handoff

Resolve caveats, permission for attribution or follow-up, and structured moderator notes.

3 prompts

Artifact Prompt Preview

1. Before we begin, what relevant role and experience should frame your answers about {expert_domain}?

text

2. Do you consent to this human-led research conversation and understand how the evidence will be used?

single_choice

3. What conflict, confidentiality, attribution, or external recording boundary should we document now?

text

4. How does {decision} get made in practice today?

text

5. Walk me through a recent, non-confidential example from start to finish.

text

6. Which constraints or trade-offs most often change the outcome, and why?

text

7. Where do credible specialists disagree about this topic?

text

8. What exception or failure mode would make your guidance unsafe to generalize?

text

9. What evidence would cause you to revise your current view?

text

10. What have we misunderstood, omitted, or over-simplified?

text

11. May the team attribute this evidence, use it anonymously, or contact you for clarification?

multi_choice

12. Moderator handoff: label facts, interpretation, contradictions, caveats, restricted content, and follow-up actions.

text

Template FAQ

Who is the Human Expert Interview Guide template for?

It is designed for human moderators and note-takers interviewing screened specialists about a defined decision. and teams that need Run a consistent human-led conversation and hand source-labeled evidence to a reviewer..

How many prompts are included?

Human Expert Interview Guide includes 12 editable prompts across 3 sections and takes about 45 minutes to review and tailor.

Can I customize this template?

Yes. Copy the artifact into the builder, then tailor its wording and governance rules. A trained human remains responsible for screening, outreach, moderation, consent, and evidence review.