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Requirements Elicitation Interview Guide

Plan, run and document stakeholder interviews: 35 tested questions, probing techniques, pitfalls to avoid, note templates and a confirmation summary.

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Free Word template. Plan, run and document stakeholder interviews: 35 tested questions, probing techniques, pitfalls to avoid, note templates and a confirmation summary. Download it, add your project details and use it today: no sign-up for software, no paywall.

A practical guide and template for business analysts and consultants conducting requirements elicitation interviews. Plan each interview with a clear objective and preparation checklist, then follow a semi-structured script covering role and context, the current process walked through a real example, pain points, future needs, and data, controls and compliance. Probing techniques, common questioning pitfalls and suggested opening and closing words help you get useful answers. Part 3 provides tables for notes, draft requirements, pain points and follow-ups, plus a confirmation email the interviewee can correct. Ideal for ERP, CRM and process improvement projects.

What's inside

  • Requirements Elicitation Interview Guide
  • Interview Details
  • Part 1: Plan the Interview
  • 1.1 Objective
  • 1.2 Why This Person
  • 1.3 Preparation Checklist
  • 1.4 Interview Types - Choose Your Approach
  • Part 2: Interview Script
  • 2.1 Opening (about 5 minutes)
  • 2.2 Role and Context (about 5-10 minutes)
  • 2.3 Current Process (about 15-20 minutes)
  • 2.4 Problems and Pain Points (about 10-15 minutes)
  • Guidance notes and placeholders so you can fill it in quickly

How to use it

  1. Write a one-sentence objective for each interview and note why this person is the right source.
  2. Select 10-20 questions from Part 2 that fit the role and order them logically.
  3. Ask the interviewee to bring real examples, reports and spreadsheets.
  4. Run the interview, walking through a recent real example and using the probing techniques.
  5. Complete the Part 3 tables the same day while memory is fresh.
  6. Send the confirmation summary within two business days and update notes with corrections.
  7. After several interviews, consolidate, resolve conflicts and convert needs into requirements with IDs.

Who it's for

Business analysts, product owners and consultants who capture, model and manage requirements.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.