Test out the tools. You’ll need:

  • Video chat software.
  • Software for recording the chat.
  • Something to take notes with. (Computer-based, or just paper and pencil.)

Invite participants. Your invitation should include:

  • A general description of how the interview is going to be conducted and what will be expected of them, along with the mention that there will be a secondary interviewer/note taker.
  • A request for a statement that the interview can be recorded and processed.
  • A request to bring along any artifacts that pertain to their workflow (documents, tools, books they reference, etc.) and whether they could demonstrate any parts of their workflow on camera.
  • A request for times available. Doodle works really well for picking times.