Employee workflow text interview template

Explore friction in [workflow] from the people doing the work.

Use this template

Editable study draft · English content

Before you launch

Choose one workflow and explain who will have access to responses. Do not promise anonymity unless the study is configured for it.

Opens an AI-moderated text interview with the research goal and discussion prompts shown here. The moderator can ask follow-up questions based on the participant’s answers. Replace the bracketed details and review the interview settings.

Discussion guide

  1. Walk me through the most recent time you completed [workflow].
  2. Where did work pass between people or tools?
  3. What slowed things down or required rework?
  4. How did you handle that situation?
  5. What effect did it have on the final result?

Plan your study

Who should take part?

Employees who recently completed [workflow].

What should I customize before launching?

Choose one workflow and explain who will have access to responses. Do not promise anonymity unless the study is configured for it.

How should I use the findings?

Map handoffs and rework from specific examples. Avoid treating one person’s account as proof of another person’s performance.

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