Script for Informational Interviews with Funders

[sayalikotkar]

Dependency

• 58

Overview

Create scripts for reaching out to organizations in the climate funding space to conduct informational interviews with them and understand gaps in the funding pipeline.

Action Items

• [x] Create base document for interview script (This document will be used as the base for creating customized interview scripts for different organizations using an automation tool).
• [x] Define & label elements to customize in interview scripts & cross-reference them with labels in the pre-interview research sheet
• [ ] Prepare tool (Google Sheets) for automating interview scripts #51
• [ ] Create email template for reaching out to organizations
• [ ] Release dependency on issue #59

Resources/Instructions

Interview Script Interview Template

Partner Identification sheet

Funders

https://www.wren.co/

[angle-zhang]

progress: created preliminary script template blockers: need to finalize questions (based on partner id research), feedback availability: 2 hours ETA:

[angle-zhang]

Update from last meeting

• need to make appropriate edits
• need to add non-verbal markers/reminders

[angle-zhang]

2/11

Progress

• added non verbal reminders
• made suggested edits

Blockers

• still adding non verbal reminders
• need a final review

Availability

• 2 hours

[angle-zhang]

2/21 Progress

• met with evon and andre to go over interview script & plug in info for one of the orgs
• came up with list of feedback

Blockers

• need to make edits to interview script and partner database to ensure consistency
• need to add nonverbal information

Availability

• 6 hours

[evonhung]

Feedback

• Group questions together for intended audiences (any questions regarding/addressing funders should be within the same section). This limits jumping back and forth within the interview.

• The following fields are unused in the survey. If it is pertinent information that the interviewer should review/know/confirm about the organization, let's include it in the survey. Perhaps included the fields doesn't have to exist as a question, but can be a prerequisite for the interviewer to read through before conducting the interview:

• [ PROGRAMS CONTACT_NAME (introduction) MISSION STATEMENT RELATION_FUNDER TYPE_FUNDER_PARTNER MENTORSHIP_DETAILS IDEATING APPROACH_ORGANIZATIONS SUPPORTED_ENTITIES PROJECT_LIFESPAN ]

• [focus] field is not located in the database, please create appropriate column in the database or relink to existing database field

• Transition from warm-up questions to section 1 needs script to make more fluid

[angle-zhang]

2/25 Progress

• incorporated new feedback from 2/21 meeting with evon and andre.

Blockers

• test interview questions: Martin @ClimateCollabathon, noah@comakery.com (external project support organization & crowdfunding for open source)
• test out a funder example
• need to populate interview questions with data

Availability 3 hours

[angle-zhang]

3/4 Progress

• reached out to martin and noah
• working on customized interview scripts for them

Blockers

• waiting on martin/noah to get back to me
• may not have much time next couple of weeks, andre agreed to help with test interviews

Availability 3 hours

[sayalikotkar]

@angle-zhang did Martin & Noah respond to you?

[StevenWuzz]

The script's template needs to be populated with the information from our funder analysis, and then it needs to be handed off to a UX researcher to interview Noah. Bonnie can then set up an interview once this is done.