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  • How To Interview Subject Matter Experts: 5 Proven Techniques You Haven’t Tried Yet
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Tim Hanson
March 11, 2024

Unlock the new era of knowledge gaining.

Remember locking horns with a puzzle, deeply perplexed, until that unexpected hint slipped from an expert’s tongue, which put things into perspective?

Picture Galileo whispering the secrets of the universe to a bewildered Newton under the same tree the famed apple fell.

Sounds captivating, doesn’t it?

Well, that’s the magic embedded in interviews with subject matter experts. Now, triple the enlightenment and halve the confusion, because we’re bringing forward seven proven techniques to extract the deepest insights from industry experts, methods that haven’t tapped into your radar yet. The core of this consonance isn’t just quenching curiosity; it’s all about gaining knowledge that’s potent enough to transform you into a leader in your field.

Let the enlightenment begin.

1. Mastering the Art of Preparing for SME Interviews

  • Identifying the right Subject Matter Expert (SME)
  • Equipping yourself with substantial knowledge about the SME’s field
  • Crafting pertinent questions to derive insightful outcomes

Step 1: Identifying the Right SME

The first stride in conducting an enlightening SME interview is picking the right SME. Verify that your chosen SME is the true authority in their field, reference authoritative websites or peer-reviewed articles for this proof. With the vast number of professionals out there, choosing the right one might seem daunting. Go an extra mile by assessing their experience, published works, and reviews, emphasizing quality over quantity. Well-established SMEs can provide an abundance of valuable insights thus, paying dividends on the time invested in the interview.

Step 2: Researching the SME’s Field of Expertise

Learn the Language

Immerse yourself in the SME’s field of operations to comprehend its niche terms, methodologies, and recent developments. Take a deep dive into leading industry publications and platforms.

Stand on the Shoulders of Giants

A well-prepared interviewer is loved by all. To effectively interact with your SME, familiarize yourself not merely with their work but also with their influences and influencers in the industry. This approach significantly enriches the interview, generating a more nuanced conversation.

Step 3: Formulating Relevant Questions

Skim the Surface, Then Plunge.

Ensure your questions explore both the breadth and depth of the SME’s area. Initial questions should aim to gently broach the topic, whereas subsequent queries should delve deeper into the specifics.

Prompt for the Practical

Construct your questions in a manner that nudges the SME to offer practical, implementable advice. Orient your inquiries towards deriving actionable insights that are beneficial for your target audience.

Concluding, a well-prepared interviewer makes a world of difference in extracting the wealth of information an SME possesses. Remember to select your SME wisely, equip yourself with substantial knowledge of their field and formulate pointed, insightful questions. By doing so, you’re on the path to becoming masterful in preparing for SME interviews.

2. Unleashing Effective Communication Techniques with SMEs

  • Master the skill of establishing rapport, ensuring smoother interactions.
  • Learn the art of active listening to truly understand what’s being communicated.
  • Encourage open-ended responses to extract the essential insights from SMEs.

Step 1: Establishing Rapport

Building rapport with your Subject Matter Experts is quite crucial as it sets the tone for the entire interview process. This initial connection can make the difference between a rugged, monotonous interview and a fluent, insightful conversation.

Although it might sound complex, establishing rapport is surprisingly simple. It’s about having mutual respect and understanding. Show genuine interest in their work, extend trust and give your full attention to their insights. This will put SMEs at ease, leading to more open and insightful discussions.

Consistency is important when maintaining rapport. Over time, consistent and respectful interactions will foster trust and build a strong relationship between the interviewer and the SME. Remember, the goal is to transform the usually rigid interview structure into a natural conversation where information can flow freely.

Step 2: Active Listening

Active listening plays a key role in gaining valuable insights from SME interviews. It is much more than just hearing the words spoken; it’s about interpreting the complete message being delivered.

During an SME interview, pay keen attention to their words and body language. Notice their emphasis and undertones – they often reveal more information than the spoken words. Ask clarifying questions when necessary and paraphrase their points to ensure accurate understanding. This demonstrates that you are truly engaged in the conversation, encouraging the SME to share even more details.

One of the fundamental principles of active listening involves resisting the urge to interrupt. Be patient and let the expert express their thoughts fully. Remember, it’s their expertise which will provide the insights you seek.

Step 3: Encouraging Open-Ended Responses

To unleash the greatest value from SME interviews, it’s helpful to encourage open-ended responses. Instead of asking yes/no questions, tailor your queries in a way that prompts the expert to delve into the subject matter more extensively.

See every answer as an opportunity to learn more. Don’t shy away from following up with questions like “Could you tell me more about that?” or “What led you to this conclusion?” Your goal is to keep the information flowing and generate as much relevant insights as possible.

Avoid rushing the conversation. Allow the SME enough time to think and elaborate on their thoughts. This relaxed environment will facilitate in-depth responses, providing rich, valuable content that translates into an informative piece for your target audience.

Remember, every SME interview is an opportunity to gather immersive insights. Utilizing these techniques will not only improve your communication but also greatly enhance the quality of the information gathered from your interviews.

3. Exploring Proven SME Interview Techniques

  • A quick look at three effective techniques: The STAR Method, The Critical Incident Technique, and The Behavioral Event Interview.
  • These methods provide excellent grounds for extracting deep seated knowledge from Subject Matter Experts (SMEs).
  • With these tools, you are assured comprehensive feedback and meaningful dialogues during interviews.

Technique 1: The STAR Method

Much of the success of an interview with an SME hinges on the quality of response to your questions. The STAR Method is a structured manner of responding that provides comprehensive information. STAR stands for Situation, Task, Action, Result—a sequence that paints a complete picture of an event.

Situation:

The interviewee is invited to describe the context or background of an experience or event. This is vital as it sets the foundation for the story.

Task:

This focuses on the role the individual had and the objectives they had to achieve.

Action:

Every story needs a course of action, driving home the individual’s response to the situation.

Result:

This is where the outcomes of the actions taken are indicated. It’s important for measuring impact.

Technique 2: The Critical Incident Technique

The Critical Incident Technique aims to uncover essential elements of professional success or failure. It pinpoints experiences that had a significant effect on the outcome of a particular situation.

Identification and Analysis of Incidents

Gather complete testimonials of incidents by asking the interviewee to tell a story about a time when a particular event happened.

Categorization

Group these incidents into broader themes. This helps in capturing the larger patterns and trends.

Technique 3: The Behavioral Event Interview

Based on the premise that past performance is the best predictor of future behaviour, the Behavioral Event Interview technique asks interviewees to recall specific instances in their career where they had to exhibit certain behaviors.

Define the Behavior of Interest

Identify the behaviors you think are critical for performance in specific job tasks.

Develop Behavioral Questions for the Interview

These should seek to draw out specific instances in which the interviewee displayed these behaviors in their past work.

4. Understanding the Depth of SME Knowledge

  • Recognize the vast arsenal of expertise that SMEs possess
  • Value the insights and experiences SMEs carry from their field
  • Leverage their knowledge to enrich and enhance your content

As we further our voyage into the realm of SME interviews, the realization of the magnitude of SME’s expertise becomes more evident. Astounding expertise and experience are concealed beneath layers of their professional persona.

Recognizing the Expertise of the SME

Vast spans of knowledge lie within each SME. Yet, understanding their expertise is not merely about knowing the breadth of it, but about grasping its depth as well. #### H4: What Contributes to SME Expertise? SMEs are seasoned professionals who are rich in field-specific knowledge and comprehensive understanding. They assimilate their knowledge from various sources – research, hands-on experience, industry conferences, and regular learning initiatives. Their dedication to their field and an incessant thirst for learning swells their expertise.

The nuances of understanding an SME’s expertise lie in the details. Recognize the high-level concepts they are familiar with. Appreciate the depths to which they understand these. Operating in specific niches for long periods results in a strong foundation of knowledge.

Valuing the SME’s Experience and Insights

An SME’s experience is not quantifiable in years alone. One must delve beneath the surface into the richness of their professional journey. Acknowledge the immense wealth that resides within their practical application of knowledge.

Benefits of Valuing SME Insights

The benefits span across organizational and operational elements. Internal workflows, strategic decisions, staff training, client interactions, and even influencing industry trends – the applications are far-reaching.

Their experience and insights also bear a level of credibility that’s hard to match. This authority can increase the trust and engagement of your audience, making your content more compelling and influential. A key element here is appreciating the life experience that feeds into their professional insights. Understanding the journey behind their knowledge deepens your recognition of their expertise.

Leveraging the SME’s Knowledge for Content Creation

An SME’s expertise offers a veritable treasure trove of content opportunities. When leveraged correctly, this can make your content both informative and authoritative.

How to Use SME Knowledge in Content Creation

Listen closely to the SME during interviews. Their insights could encompass everything from trend predictions and clear explanations of complex concepts, to sharing personal anecdotes that make for compelling storytelling.

Another way is to ask the SME to elaborate on any unique elements of their experience or knowledge. These can then be used as focal points in your content. Having this level of unique, specialized knowledge in your content not only differentiates your content but also adds immense value for your readers.

5. Crafting Impactful sme interview questions

Reducing ambiguity and getting closer to expert insight involves three tactics:

  • Bring into play open-ended questions.
  • Go deep using probing questions.
  • Motivate SMEs to share stories and experiences.

Formulating Open-Ended Questions

Open-ended questions are the framework of any effective subject matter expert (SME) interview. They inevitably steer the conversation into comprehensive explanations rather than one-word answers. They create a room for SMEs to provide intricate details on topics, enriching your content and providing more value to readers.

For instance, asking ‘How does X process affect company productivity?’ instead of ‘Does X process improve productivity?’ would allow an SME to provide a broad explanation, relating X process to productivity in a way that your audience can decipher effortlessly.

The Potential of Open Questions

But the real potential of open-ended questions can be seen as they trigger detailed narratives and provoke SMEs to take interesting detours into their experiences or observations. These insightful accounts keep your audience engaged and offer real-life contexts to otherwise technical concepts.

Asking Probing Questions

Eventually, open-ended questions are just a starting point. If you want to strike gold, you need to dive deeper using probing questions. Probing questions don’t give away what info you’re seeking, prompting the experts to elaborate, clarify, or give more details. This takes you beyond surface-level insights into the core of expert knowledge.

Encouraging SMEs to Share Stories and Examples

SMEs are reservoirs of experience and the stories they have gathered along their professional journey are a goldmine for B2B blogs. Stories offer a refreshing break from theoretically loaded content, making it more readable and relatable. Promote your SMEs to share anecdotes, examples and experiences to make complex SME knowledge easier to digest.

How to Encourage Narration

You can encourage SMEs to share stories by showing curiosity about their experiences, asking about practical applications of concepts, or seeking examples to better illustrate complex ideas. For instance, instead of merely asking “Can you explain X concept?”, say “Can you give me an example of how X concept was used in your last project?”. This might appear a subtle shift, but it makes all the difference in how your SME perceives your interest and how much they’re willing to share.

Even though interviewing SMEs can be a tough gig, with carefully crafted questions and an earnest probing spirit, it is extremely possible to extract useful, in-depth, audience-centric content from them. And the impact these interviews have on your content value? Well, that’s a whole other story to explore.

What is a Subject Matter Expert (SME)?

Get a grip on who a subject matter expert is and know why they’re instrumental across various industries.

  • Decode the essence of an SME
  • Grasp the function and significance of SMEs across different sectors

Definition of SME

Subject matter experts, or SMEs in short, are individuals with profound knowledge and expertise in specific disciplines, sectors, or skills. They’re the go-to resources when details, insights, or understanding of a particular field is needed.

While they’re not necessarily part of your organization, SMEs play a vital role in an organization’s growth by sharing their specialist knowledge. They help businesses make informed decisions, creating value with their specialized information.

Variety of SMEs

The areas of expertise for SMEs are as varied as the industries themselves. You could have SMEs for intricate software development, digital marketing strategies, financial planning, and even something as niche as coffee tasting. It just boils down to having an in-depth knowledge of a particular field.

Role and Importance of SMEs in Different Industries

SMEs are fundamental cogs in the wheels of various industries. They provide guidance, recommendation, and knowledge, paving the way for informed strategic decisions.

In Technology

1 in 4 tech companies leverage the power of SMEs to navigate through complex projects or quandaries. They provide insights about the latest advancements, identify potential pitfalls, and offer innovative solutions.

In Healthcare

Healthcare regularly taps into the knowledge of SMEs. They bring their profound understanding of medical processes, diseases, or patient care trends to the table, thereby influencing the ways healthcare institutions deliver their services.

The role of SMEs extends way beyond these sectors, infiltrating every industry that values depth over breadth of knowledge. Be it law, finance, energy, education, or even entertainment, every field out there reaps the benefits of specialized expertise.

By benefitting from an SME’s profound knowledge, your business can stay ahead of the curve in your respective industry.

Why Interviewing SMEs is Crucial for Your Business

  • SME interviews can catapult your business knowledge
  • They prove valuable for informed decision-making
  • SME-interview-based content boasts of a higher quality and credibility

Enhancing Business Knowledge

Interviewing subject matter experts in your field (or related fields) is akin to tapping into a gold mine of insights and wisdom. With years of experience, they share nuanced perspectives – enlightening aspects you might not have considered or were even aware of before. For instance, challenges they overcame, shifts in industry trends, and technological advancements they’ve embraced. Such information is not readily available in generic articles or reports.

The Power of Histories and Anecdotes

Past experiences of SMEs often hold valuable lessons. Their journey, their successes, and even their mistakes can provide you profound insights that can shape your strategies. Remember, history oftentimes repeat itself—knowing how SMEs handled previous similar situations can offer guideposts for navigating future scenarios.

Improving Decision Making

Another feather to the cap of a SME interview is its potential to improve decision-making. Their expertise on complex subjects and situations often surpasses internally available knowledge. Their outsider, yet informed, perspective can shed a new light on challenges. This enables you to make educated decisions – with larger context and comprehensive view. Thus, you can avoid potential pitfalls and optimise for success.

Broadening Horizons

SMEs often come from diverse backgrounds and experiences, contributing to their distinctive insights. This diversity broadens your understanding of the business environment, helping you think outside your perspective—a quality that often garners non-linear growth.

Boosting Content Quality and Credibility

Content backed by sme interviews instantly brings credibility. As SMEs are respected authorities in their field, their insights lend your content a seal of approval. This can significantly boost the perceived value of your content, enhancing your brand’s reputation. Not to mention the potential for increased engagement and shares as readers value expert-backed content.

Building Brand Reputation

Having content driven by sme insights reinforces your brand as one that values knowledge and expertise. This can attract like-minded clients, partners, or even talents, all of whom appreciate high-quality, authoritative content. This, in turn, can contribute to increased trust and reputation in your industry.

The Final Word on Mastering Expert Interviews

The potency of expert interviews lies in adding value to curated content, personalizing influencer’s narratives, utilizing social proof, leveraging their distribution channels, and sparking intelligent conversations. You’ve just unlocked these insights.

This arsenal of techniques we’ve discussed will undoubtedly improve your B2B interviews and bring valuable content to your audience. Implement these strategies – dive into discussions with influencers, elicit authentic stories, indulge in smart conversation, and leverage their fan base, and your content will be nothing short of magnetic.

Is there an expert you’ve always wanted to chat with? Now it’s your turn to reach out. Schedule an interview, ask those burning questions, and cultivate a conversation that’ll have your audience hooked.

As you wonder how to make your move, consider this: What question would you ask your favorite expert if you had one shot? Keep that question in mind. It’s not just your curiosity that yearns for an answer, but your audience too.

Remember, the valor lies not in the victory, but in the fight. Likewise, the power of an interview isn’t in the answers, but in the questions asked.

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About the Author

Hello there. I'm Tim, Chief Creative Officer for Penfriend.ai

I've been involved with SEO and Content for over a decade at this point.
I'm also the person designing the product/content process for how Penfriend actually works.
I like skiing, drums and yoyos.

With Penfriend, I was able to generate two 3,000+ word articles around niche topics in 10 minutes. AND THEY ARE SO HUMAN. I can easily pass these first drafts to my SMEs to embed with practical examples and customer use cases. I have no doubt these will rank.

I cannot wait to put these articles into action and see what happens.

Jess Cook

Head of Content & Comms
Island