Scheduling assessment Interviews – activity

19 Jan 2023 | Inception Activities

Some engagements start with a few assessment interviews. Sometimes, I will schedule all the assessment interviews. It is a lot of work to (1) decide who to interview and (2) align everyone agenda. Therefore, many times, I will facilitate a simple activity so a group of people (together) decide and schedule the assessment interviews.

Scheduling assessment Interviews – activity.

In order to help planning the work ahead and measure the improvements brought by this engagement, we will conduct interviews with the Subject Matter Experts (SMEs) and the people related to it. We will run interviews, structure our notes and present the assessment result.

Listen to the people and track the current state via a proven assessment

Step by Step

  1. Define the interviewers, the interviewees and schedule the interviews
  2. Execute the interviews, take notes and grade the assessment categories
  3. Present the assessment result and keep the data for future comparison

>> Get this activity template on Mural

The presented activity works for many kinds of assessments (and there are many that consultants use). As an example, here is an article on the Continuous Delivery Assessment,, a tool applicable to all organisations that are seeking improvements on digital products creation via excellent software delivery practices.

This post is part of a series of posts on inception related activities.






Paulo Caroli

Paulo Caroli is the author of the best-selling book “Lean Inception: How to Align People and Build the Right Product” (the first on a series of books about Lean Strategy and Delivery). He's also the creator of , a site and book about retrospectives, futurospectives and team building activities. Caroli writes on this blog frequently. Receive the next post in your email. Sign up here .
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