Guided Requirements Interview
Core Workflow
- Identify the target artifact: BRD, PRD, feature spec, implementation brief, decision memo, project plan, research plan, or another structured output.
- Start with a compact working draft from what is already known.
- Ask one to three focused questions at a time, ordered by decision value: outcome, users/stakeholders, scope, current state, future state, constraints, success metrics, risks, approvals, and handoff needs.
- After each answer, update the working draft silently or with a short delta summary when alignment matters.
- Separate confirmed facts, assumptions, options, open questions, and decisions still needed.
- Stop questioning when the next question would not materially improve the artifact, then provide the completed draft plus remaining gaps.
Interview Style
- Be direct, specific, and low-friction. Prefer practical questions over generic discovery prompts.
- Keep the user aligned by showing short checkpoints: what is known, what was decided, what remains uncertain, and what the next question will unlock.
- Use progressive disclosure. Ask broad framing questions first, then drill into details only when the answer changes requirements, scope, acceptance criteria, risk, or approval needs.
- Avoid interrogating the user with a long questionnaire. If many gaps exist, group them into short rounds and explain the purpose of each round.
- Offer reasonable defaults when the user is unsure, but label them as defaults or assumptions.
- Preserve user language for goals, pain points, and stakeholder concerns when it may affect alignment.
Question Ladder
Use the smallest useful subset:
- Outcome: What business or user outcome should this create?
- Audience: Who is affected, who decides, and who approves?
- Problem: What is broken, costly, slow, risky, unclear, or missing today?
- Scope: What must be included, excluded, or deferred?
- Current state: How does the workflow, system, or decision happen now?
- Future state: What should be different when this is successful?
- Requirements: What must be true for the result to work?
- Constraints: What limits budget, timing, tools, data, policy, compliance, or staffing?
- Success: How will success be measured or accepted?
- Risks: What could fail, be misunderstood, or create rework?
- Handoff: Who needs the artifact next, and what decision should it support?
Safety Rules
- Do not pressure the user into decisions. Mark unresolved items as open.
- Do not invent approvals, budgets, legal/compliance status, customer promises, deadlines, or technical feasibility.
- Do not keep asking questions after enough information exists for a useful draft; finish with assumptions and gaps instead.
- Escalate when answers imply privacy, security, legal, finance, accessibility, regulated-domain, or customer-commitment risk.
Deliverable Shape
For guided interview work, provide:
- Current working draft or final artifact
- Confirmed facts
- Assumptions and defaults used
- Decisions made during the interview
- Open questions and owners if known
- Requirement or acceptance-criteria gaps
- Recommended next round of questions only if it materially improves the result
References
- Read
references/guided-interview-checklist.mdbefore running a long or high-stakes discovery interview.