Five Key Things to Prep Your Subject Matter Expert

Article 6 min
Ahead of an interview, zoom out and take a thousand-foot view of everything you may need to prepare a subject matter expert properly. 

Your work with your SME begins long before they step in front of the media. You need to build a relationship with your experts, establishing trust so they will come to you when approached by the media before they give an interview. Whether your SME has the makings of a perfect spokesperson or dreads being interviewed, your job is to help your SME understand the importance of what they are about to do. Review these materials and activities as part of your preparation process.

1. Know how much prep is necessary.

A hand holding a magnifying glass over a photo of a reporter with the number one in the background.
A hand holding a magnifying glass over a photo of a reporter with the number one in the background.
Photo by: DINFOS PAVILION Team
VIRIN: 221012-D-ZW071-1014

The extent of media training needed by a subject matter expert depends upon a few things: 

  • Your relationship with your SMEs.
  • Your relationship with the media.
  • The SME’s level of experience and confidence in dealing with news media. 
  • The SME’s attitude toward the media. 
  • The nature of the story. 

A simple media query can be either beneficial or detrimental, depending on the reporter's intent and how the line of questioning unfolds. An Airman who won a surfing competition, preparing for a sports feature in the local newspapers, won’t need the same extent of media training as the staff judge advocate telling reporters how 50 families must file a claim after a plane crash burned their homes to the ground. 

The Airman is in for a low-demand interview about a pleasant experience and is more than happy to talk about it because this type of story is far more apt to draw positive attention than negative. On the other hand, the SJA interview experience will be considerably more demanding. A crisis situation is never a pleasant topic. Multiple media reporters will likely press the SJA to give details outside her lane of expertise — from pilot training and aircraft maintenance standards to aircraft accident investigations.

The bottom line is that every situation is different and requires varying levels of preparation. With any event, the better prepared the spokesperson is, the better the interview results will be. By being prepared, you and the person you are coaching are more confident and comfortable and better able to get your message across to those who count the most — the audience.

2. Develop a mission plan.

A hand writing on a sheet of paper with a number two and a clock in the background.
A hand writing on a sheet of paper with a number two and a clock in the background.
Photo by: DINFOS PAVILION Team
VIRIN: 221012-D-ZW071-1015

You want to make sure your SME understands that they are speaking for the organization or the Department of War, not just themselves. A mission plan will help you and your SME get on the same page before speaking to the media. Follow this interview mission plan template to write out your communication goals, message, background information and any issues or questions that might come up during the interview. 

Also, a media scan specific to the reporter conducting the interview will help your SME prepare for the flow of the interview. Pulling a couple of stories to determine reporter sentiment, as well as a peek at their social media page, should provide some important insight. Remember, solid interviews are not done in a question-and-answer fashion; they are a conversation. Have your SME look for opportunities to provide context to the reporter. If they use anecdotes or real-world examples, the reporter will likely request additional details, which are necessary for building a relationship.

3. Brief the SME.

A hand holding a phone that's recording audio with a checklist and number three in the background.
A hand holding a card with a pie chart with blocks and lines of text and a number four in the background.
Photo by: DINFOS PAVILION Team
VIRIN: 221012-D-ZW071-1016

Help your SME recognize that the media’s role isn’t to attack but to gather information for the public. Going into the interview with a positive attitude and factual information will generate credibility and create a good working relationship with the media. An interview done right reflects in the story and increases the likelihood that command messages will be left in the soundbites used. Ideally, you have worked to maintain strong media relations and have confidence in your media partners.

Your SME should understand the rules of attribution. In other words, their comments may:

  • Be attributed to a "military official." 
  • Receive a general attribution such as "sources said." 
  • Omit attribution entirely, such as "it was learned today." 
  • Provide information on background, where information cannot be attributed to the giver, such as "I heard from a reliable source." 

The interview could also be entirely off the record and held in complete confidence. Keep in mind the reporter is under no obligation to honor any prior arrangements. This makes interviews "on background" or "off the record" risky and not recommended unless a strong, professional relationship exists with the reporter. To be safe, your SME should conduct all interviews as if every word is on the record. It's important that your SME recognizes that they cannot switch hats and speak "only for themselves." This extends to social media — if your SME says it on a public site, it can and will be attributed to them.

The SME should be clear on any embargoes in place for publication (e.g., Did the reporter agree to hold this story until a certain date, pending the release of something else or after a specific date?).

In addition, you should:

  • Prepare a briefing card for your SME.
  • Ensure your SME understands how to conduct a successful media interview.
  • Coordinate with higher headquarters when the topic or story subject matter necessitates it. When working with trade publications or national-level media, HHQ is a valuable historical resource.

4. Reinforce command messages.

A hand holding a card with a pie chart with blocks and lines of text and a number four in the background.
A hand holding a card with a pie chart with blocks and lines of text and a number four in the background.
Photo by: DINFOS PAVILION Team
VIRIN: 221012-D-ZW071-1017

Given that you can’t directly control what answers a reporter will use in the finished story, it is essential that each answer is accurate within the frame of releasable information. This means you need to develop messages – specific points communicated to an audience in support of a particular theme. Here's how:

  • Imagine the headline you want on the story, and then write that headline down. Every message you build should support that headline.
  • Make sure your messages are short, memorable and relevant to the interview topic, but don't exclude the need to provide context.
  • Review your key messages. Change the message if it isn’t truthful, meaningful and to the point.

Ensure your SME understands how to articulate these messages. Encourage them to get at least one message in each response and ensure they use the "ABCs" – accuracy, brevity and clarity. Remind them to answer the question and bridge to a command message.

FOR EXAMPLE
 

“Last year alone, as part of an ongoing commitment to take care of our people, we reduced the backlog on training requirements by 11 percent and worked with Congress to increase pay by four percent.

  • Command message: "part of an ongoing commitment to take care of our people"
  • Answer to question: "reduced the backlog on training requirements by 11 percent" and "increase pay by four percent."

Make sure you and the SME are comfortable with the command message being relayed. The SME  should also be comfortable delivering it naturally and conversationally, as well as being savvy enough to know when to just answer the question and stop. If the SME sounds like a robot reading a prompt, the reporter will see through that. It is better to weave the command messages into the conversation. It should always come back to intent, what you are trying to accomplish with this interview and how this is advancing your command messaging.

5. Practice interview techniques.

A hand holding a script with speech bubbles and a number five in the background.
A hand holding a script with speech bubbles and a number five in the background.
Photo by: DINFOS PAVILION Team
VIRIN: 221012-D-ZW071-1018

Teach your SME techniques – such as hooking, bridging and flagging – to help them draw extra emphasis on key points while talking to the reporter.

  • Hooking takes advantage of opportunities before and during the interview to help focus the reporter on what you want to talk about. Examples of hooks include, “And that’s just one possibility...” or “We did something no other organization has ever done.” Use hooks to get the reporter to follow your lead.
  • Bridging is a smooth transition from a question to a message. An example of a bridge includes, “...good point, but the real issue is...” A bridge is a great way to avoid answering a question, but it need not always be used in that context.
  • Flagging is a way to underscore what's important, verbally and/or nonverbally. Use voice inflection, appropriate hand gestures, eye contact or body language to emphasize a point.

Conduct practice interviews with your SME to increase confidence and result in better messaging. Mock interviews will give your SME a chance to recognize opportunities to bridge, when to say, “I don’t know,” when to refer the reporter to you for clarity on a question and so forth. They should also be comfortable correcting themselves when necessary to maintain accuracy.

Use these tips as part of your media interview prep, and don't forget to review verbal and non-verbal skills with your SME as well.

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