Interview notes: [Source name], [Date]

Before the interview

The interview

Story

Outlet or editor

What I need from it

When

Where

Recording

The source

Name

Title and organization

Why them

Found via

Contact

Questions · in the order you'll ask them

  1. Is there anything I didn't ask that I should have?

  2. Can you show me anything that backs this up: a document, a photo, an email?

  3. Who else should I talk to?

How to order the questions
  • First, a warm-up: an easy, factual question they can answer at length.

  • Then the question only this person can answer: what they saw, did or decided.

  • Then open follow-ups: how, what happened next, walk me through it.

  • Then the hard question: once there's rapport, and well before time runs out.

  • Last, checks: spellings, ages, titles, numbers and dates.

End with the three closing questions already in the list; they often get the best material.

Before the first question

  • Said who I am, who I write for and what the story is about

  • Asked permission to record, and got it on the recording

  • Their name and title spelled back to them

  • Terms agreed:

  • If not named, described as:

What the terms mean
  • On the record: quote them, and name them by name and title.

  • Not for attribution: quote them, but identify them only by the description you agreed.

  • On background: use what they tell you, usually paraphrased, without naming them.

  • Off the record: don't use it at all; it only tells you what to confirm elsewhere.

Outlets and sources use these words differently, so agree what they mean, not just which one applies. Terms are set before something is said; changing them afterwards takes both of you agreeing.

During the interview · time-stamp anything you might quote

Off the record:

Scene and detail · for profiles, within the hour

After the interview

Quotes

Quote, exact words

Time

Checked

Facts to check

Claim

Check it against

Status

Follow-ups

  • Thank-you sent, saying I may call back to check facts

  • Documents they offered:

  • Questions to call back about:

  • People they suggested: