T&D: Conducting an Intake Process with a Customer/ Stakeholder Interview Guide

Guiding the Intake Process

I use an Interview Guide, that I first created in the late 1980s, to formalize my Intake Processes with my clients.

As I grew my ISD staff, first at Svenson & Wallace Inc. (1982-1997) and then at CADDI Inc. (1997-2002) I needed my lead consultants to conduct our Intake Process and develop draft Project Plans and Proposals for me, as an owner) to review and approve.

So I started a rough version of what I have now and really polished it up for a 5-year gig with General Motors where I trained hundreds of their ISD staff and their contractor staff in Analysis, CAD Design, MCD Design, and Project Planning & Management.

Backyard Video Series on PB ISD

I still use it today.

The following video is 23:22 minutes in length.

Get a 9-page PDF of my Interview Guide – here.

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