Interview Prep for Subject Matter Experts

Checklist 2 min
Use this pre-interview checklist to thoroughly prepare a subject matter expert for any type of interview.

A successful interview begins with extensive planning. The more prepared a subject matter expert is, the more confident and relaxed they will be, which makes for a smooth interview.

Follow this checklist to ensure you set your SME up for success by thoroughly preparing them for an interview.

  • Prepare and provide SME with a package that includes:
    • The reporter's bio.
    • Supplementary documents (such as associated articles relevant to the interview topic).
    • The media kit given to the reporter, if available.
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  • Plan interview choreography.
    • Provide SME with date, time and location of interview (where everyone will sit, who will start the call, who will make intros, etc.).
    • Oversee the operation and walk the SME through the entire process to get them comfortable with the plan.
    • Discuss ground rules (interview length, topic, on the record, attribution, security, accuracy, propriety and policy).
    • Discuss public affairs officer and SME roles during the interview.
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  • Brief SME on reporter background and focus.
    • Provide an understanding of the reporter’s focus and request for the interview.
    • Share other interviews the reporter has set up, if applicable.
    • Review the reporter’s wish list (which questions they hope to ask/have answered, if available).
    • Discuss prior conversations held with the reporter.
    • Review the media outlet to provide ideas on how to report the topic.
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  • Review briefing card with SME.

    • Tie the interview to the command’s priorities.
    • Identify the desired end-state and desired public.
    • Explain why the SME is a good fit for this interview on this topic with this reporter to meet this command objective.
    • Review the command narrative with the SME.
    • Discuss the theme, messages and talking points.
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  • Rehearse and provide feedback/actionable interview tips.

    • Ask possible questions relevant to the interview topic.
    • Provide feedback for the SME’s responses.
    • Discuss stronger ways to answer questions.
    • Tie responses to end-state.
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  • Prepare for the day of the interview.

    • Prep the SME within 20 minutes.
    • Maintain composure, a confident tone and adequate eye contact with minimal use of notes.
    • Arrive appropriately dressed (military follows service standards; civilians follow the DINFOS dress code).
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