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• Step 1 – Select participants that you will interview for inclusion in your
case study.
• Experts in a particular field of study or customers that have implemented
a tool or service that is the subject of the study will provide the best
information.
• Find knowledgeable people to interview. They don’t necessarily have to be
on your site, but they must be, actively or in the past, directly involved.
• Determine whether you will interview an individual or group of individuals
to serve as examples in your case study. It may be beneficial for
participants to gather as a group and provide insight collectively. If the
study focuses on personal subject matter or medical issues, it may be
better to conduct personal interviews.
• Gather as much information as possible about your subjects to ensure that
you develop interviews and activities that will result in obtaining the most
advantageous information to your study.
PHASE II – PREPARING FOR THE INTERVIEWS
If you are developing many case studies for the same purpose using
the same general subjects, use a uniform template and/or design.
• Ask case study participants for permission to use their names and
information as sources and protect their anonymity if they choose
not to disclose their participation.
•
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