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Chapter 5 
Interviewing 
Systems Analysis and Design 
Kendall and Kendall 
Fifth Edition
Major Topics 
 Question format 
 Interviewing techniques 
 Recording the interview 
 Joint Application Design (JAD) 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-2
Interviewing 
 Interviewing is an important method for 
collecting data on information system 
requirements 
 Interviews reveal information about 
 Interviewee opinions 
 Interviewee feelings 
 About the current state of the system 
 Organizational and personal goals 
 Informal procedures 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-3
Planning the Interview 
 Five steps in planning the interview are 
 Reading background material 
 Establishing interview objectives 
 Deciding whom to interview 
 Preparing the interviewee 
 Deciding on question types and structure 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-4
Question Types 
 There are two basic types of interview 
questions: 
 Open-ended 
 Closed 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-5
Open-Ended Questions 
 Open-ended interview questions allow 
interviewees to respond how they wish, 
and to what length they wish 
 Open-ended questions are appropriate 
when the analyst is interested in breadth 
and depth of reply 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-6
Advantages of Open-Ended 
Questions 
 Eight benefits of open-ended questions 
 Putting the interviewee at ease 
 Allowing the interviewer to pick up on the 
interviewee's vocabulary 
 Reflect education, values, attitudes, and beliefs 
 Providing richness of detail 
 Revealing avenues of further questioning 
that may have gone untapped 
 (continued) 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-7
Advantages of Open-Ended 
Questions 
 Benefits of open-ended questions 
(continued) 
 More interesting for the interviewee 
 Allows more spontaneity 
 Makes phrasing easier for the interviewer 
 Useful if the interviewer is unprepared 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-8
Disadvantages of Open-Ended 
Questions 
 The five drawbacks include 
 May result in too much irrelevant detail 
 Possibly losing control of the interview 
 May take too much time for the amount of 
useful information gained 
 Potentially seeming that the interviewer is 
unprepared 
 Possibly giving the impression that the 
interviewer is on a "fishing expedition” 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-9
Closed Interview Questions 
 Closed interview questions limit the 
number of possible responses 
 Closed interview questions are 
appropriate for generating precise, 
reliable data which is easy to analyze 
 The methodology is efficient, and it 
requires little skill for interviewers to 
administer 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-10
Benefits of Closed Interview 
Questions 
 Six benefits are 
 Saving interview time 
 Easily comparing interviews 
 Getting to the point 
 Keeping control of the interview 
 Covering a large area quickly 
 Getting to relevant data 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-11
Disadvantages of Closed 
Interview Questions 
 Four drawbacks of closed interview 
questions include 
 Boring for the interviewee 
 Failure to obtain rich detail 
 Missing main ideas 
 Failing to build rapport between interviewer 
and interviewee 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-12
Bipolar Questions and Probes 
 Bipolar questions are those that may be 
answered with a ‘yes’ or ‘no’ or ‘agree’ 
or ‘disagree’ 
 Bipolar questions should be used 
sparingly 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-13
Probing Questions 
 Probing questions elicit more detail 
about previous questions 
 The purpose of probing questions is 
 To get more meaning 
 To clarify 
 To draw out and expand on the 
interviewee's point 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-14
Question Pitfalls 
 Avoid leading questions, those that 
imply an answer 
 Leading questions tend to guide 
interviewees into responses apparently 
desired by the interviewer 
 These questions should be avoided to 
reduce bias and improve reliability and 
validity 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-15
Question Pitfalls 
 Avoid double-barreled questions, 
asking two questions at once 
 These questions should be avoided 
because interviewees may answer only 
one question, leading to difficulties in 
interpretation 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-16
Question Sequencing 
 There are three basic ways of 
structuring interviews: 
 Pyramid, starting with closed questions 
and working toward open-ended questions 
 Funnel, starting with open-ended questions 
and working toward closed questions 
 Diamond, starting with closed, moving 
toward open-ended, and ending with 
closed questions 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-17
Pyramid Structure 
 Begins with very detailed, often closed 
questions 
 Expands by allowing open-ended 
questions and more generalized 
responses 
 Is useful if interviewees need to be 
warmed up to the topic or seem 
reluctant to address the topic 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-18
Funnel Structure 
 Begins with generalized, open-ended 
questions 
 Concludes by narrowing the possible 
responses using closed questions 
 Provides an easy, nonthreatening way 
to begin an interview 
 Is useful when the interviewee feels 
emotionally about the topic 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-19
Diamond Structure 
 A diamond-shaped structure begins in a 
very specific way 
 Then more general issues are 
examined 
 Concludes with specific questions 
 Is useful in keeping the interviewee's 
interest and attention through a variety 
of questions 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-20
Structured and Unstructured 
Interviews 
 A completely structured interview is 
planned and the plan is strictly followed 
 Closed questions are the basis of 
structured interviews 
 An unstructured interview is 
conversational 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-21
Ten Tradeoffs: Structured and 
Unstructured Interviews 
 Evaluation 
 Amount of time 
required 
 Training required 
 Spontaneity allowed 
 Reliability 
Kendall & 
Kendall 
 Flexibility 
 Interviewee insight 
provided 
 Interviewer control 
 Precision 
 Breadth and depth 
Copyright © 2002 by 
Prentice Hall, Inc. 5-22
Recording the Interview 
 Interviews can be recorded with tape 
recorders or notes 
 Audio recording should be done with 
permission and understanding 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-23
Advantages of Audio 
Recording the Interview 
 The four advantages are 
 Providing a completely accurate record of 
what each person said 
 Freeing the interviewer to listen and 
respond more rapidly 
 Allowing better eye contact and better 
rapport 
 Allowing replay of the interview for other 
team members 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-24
Disadvantages of Audio 
Recording the Interview 
 The four disadvantages are 
 Possibly making the interviewee nervous 
and less apt to respond freely 
 Possibly making the interviewer less apt to 
listen since it is all being recorded 
 Difficulty in locating important passages on 
a long tape 
 Increasing costs of data gathering 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-25
Advantages of Note Taking 
During Interviews 
 Keeping the interviewer alert 
 Aiding recall of important questions 
 Helping recall of important interview 
trends 
 Showing interviewer interest in the 
interview 
 Demonstrating the interviewer's 
preparedness 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-26
Disadvantages of Note Taking 
During Interviews 
 Losing vital eye contact 
 Losing the train of conversation 
 Making the interviewee hesitant to 
speak when notes are being made 
 Causing excessive attention to facts 
and too little attention to feelings and 
opinions 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-27
Before the Interview 
 Contact the interviewee and confirm the 
interview 
 Dress appropriately 
 Arrive a little early 
 Affirm that you are present and ready to 
begin the interview 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-28
Beginning the Interview 
 Shake hands 
 Remind them of your name and why 
you are there 
 Take out note pad, tape recorder 
 Make sure tape recorder is working 
correctly 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-29
Opening Questions 
 Start with pleasant conversation, open-ended 
 Listen closely to early responses 
 Look for metaphors 
Kendall & 
Kendall 
questions 
Copyright © 2002 by 
Prentice Hall, Inc. 5-30
During the Interview 
 The interview should not exceed 45 
minutes to one hour 
 Make sure that you are understanding 
what the interviewee is telling you 
 Ask for definitions if needed 
 Use probing questions 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-31
Closing the Interview 
 Always ask “Is there anything else that 
you would like to add?” 
 Summarize and provide feedback on 
your impressions 
 Ask whom you should talk with next 
 Set up any future appointments 
 Thank them for their time and shake 
hands 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-32
Interview Report 
 Write as soon as possible after the 
interview 
 Provide an initial summary, then more 
detail 
 Review the report with the respondent 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-33
Joint Application Design (JAD) 
 Joint Application Design (JAD) can 
replace a series of interviews with the 
user community 
 JAD is a technique that allows the 
analyst to accomplish requirements 
analysis and design the user interface 
with the users in a group setting 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-34
When to Use JAD 
 JAD may be used when 
 Users are restless and want something 
new 
 The organizational culture supports joint 
problem-solving behaviors 
 Analysts forecast an increase in the 
number of ideas using JAD 
 Personnel may be absent from their jobs 
for the length of time required 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-35
JAD Personnel 
 JAD involves 
 Analysts 
 Users 
 Executives 
 Observers 
 A scribe 
 A session leader 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-36
Benefits of JAD 
 The potential benefits of using JAD are 
 Time is saved, compared with traditional 
interviewing 
 Rapid development of systems 
 Improved user ownership of the system 
 Creative idea production is improved 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-37
Drawbacks of Using JAD 
 Potential drawbacks of using JAD are 
 JAD requires a large block of time be 
available for all session participants 
 If preparation is incomplete, the session 
may not go very well 
 If the follow-up report is incomplete, the 
session may not be successful 
 The organizational skills and culture may 
not be conducive to a JAD session 
Kendall & 
Kendall 
Copyright © 2002 by 
Prentice Hall, Inc. 5-38

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Chap05

  • 1. Chapter 5 Interviewing Systems Analysis and Design Kendall and Kendall Fifth Edition
  • 2. Major Topics  Question format  Interviewing techniques  Recording the interview  Joint Application Design (JAD) Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-2
  • 3. Interviewing  Interviewing is an important method for collecting data on information system requirements  Interviews reveal information about  Interviewee opinions  Interviewee feelings  About the current state of the system  Organizational and personal goals  Informal procedures Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-3
  • 4. Planning the Interview  Five steps in planning the interview are  Reading background material  Establishing interview objectives  Deciding whom to interview  Preparing the interviewee  Deciding on question types and structure Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-4
  • 5. Question Types  There are two basic types of interview questions:  Open-ended  Closed Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-5
  • 6. Open-Ended Questions  Open-ended interview questions allow interviewees to respond how they wish, and to what length they wish  Open-ended questions are appropriate when the analyst is interested in breadth and depth of reply Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-6
  • 7. Advantages of Open-Ended Questions  Eight benefits of open-ended questions  Putting the interviewee at ease  Allowing the interviewer to pick up on the interviewee's vocabulary  Reflect education, values, attitudes, and beliefs  Providing richness of detail  Revealing avenues of further questioning that may have gone untapped  (continued) Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-7
  • 8. Advantages of Open-Ended Questions  Benefits of open-ended questions (continued)  More interesting for the interviewee  Allows more spontaneity  Makes phrasing easier for the interviewer  Useful if the interviewer is unprepared Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-8
  • 9. Disadvantages of Open-Ended Questions  The five drawbacks include  May result in too much irrelevant detail  Possibly losing control of the interview  May take too much time for the amount of useful information gained  Potentially seeming that the interviewer is unprepared  Possibly giving the impression that the interviewer is on a "fishing expedition” Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-9
  • 10. Closed Interview Questions  Closed interview questions limit the number of possible responses  Closed interview questions are appropriate for generating precise, reliable data which is easy to analyze  The methodology is efficient, and it requires little skill for interviewers to administer Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-10
  • 11. Benefits of Closed Interview Questions  Six benefits are  Saving interview time  Easily comparing interviews  Getting to the point  Keeping control of the interview  Covering a large area quickly  Getting to relevant data Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-11
  • 12. Disadvantages of Closed Interview Questions  Four drawbacks of closed interview questions include  Boring for the interviewee  Failure to obtain rich detail  Missing main ideas  Failing to build rapport between interviewer and interviewee Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-12
  • 13. Bipolar Questions and Probes  Bipolar questions are those that may be answered with a ‘yes’ or ‘no’ or ‘agree’ or ‘disagree’  Bipolar questions should be used sparingly Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-13
  • 14. Probing Questions  Probing questions elicit more detail about previous questions  The purpose of probing questions is  To get more meaning  To clarify  To draw out and expand on the interviewee's point Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-14
  • 15. Question Pitfalls  Avoid leading questions, those that imply an answer  Leading questions tend to guide interviewees into responses apparently desired by the interviewer  These questions should be avoided to reduce bias and improve reliability and validity Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-15
  • 16. Question Pitfalls  Avoid double-barreled questions, asking two questions at once  These questions should be avoided because interviewees may answer only one question, leading to difficulties in interpretation Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-16
  • 17. Question Sequencing  There are three basic ways of structuring interviews:  Pyramid, starting with closed questions and working toward open-ended questions  Funnel, starting with open-ended questions and working toward closed questions  Diamond, starting with closed, moving toward open-ended, and ending with closed questions Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-17
  • 18. Pyramid Structure  Begins with very detailed, often closed questions  Expands by allowing open-ended questions and more generalized responses  Is useful if interviewees need to be warmed up to the topic or seem reluctant to address the topic Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-18
  • 19. Funnel Structure  Begins with generalized, open-ended questions  Concludes by narrowing the possible responses using closed questions  Provides an easy, nonthreatening way to begin an interview  Is useful when the interviewee feels emotionally about the topic Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-19
  • 20. Diamond Structure  A diamond-shaped structure begins in a very specific way  Then more general issues are examined  Concludes with specific questions  Is useful in keeping the interviewee's interest and attention through a variety of questions Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-20
  • 21. Structured and Unstructured Interviews  A completely structured interview is planned and the plan is strictly followed  Closed questions are the basis of structured interviews  An unstructured interview is conversational Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-21
  • 22. Ten Tradeoffs: Structured and Unstructured Interviews  Evaluation  Amount of time required  Training required  Spontaneity allowed  Reliability Kendall & Kendall  Flexibility  Interviewee insight provided  Interviewer control  Precision  Breadth and depth Copyright © 2002 by Prentice Hall, Inc. 5-22
  • 23. Recording the Interview  Interviews can be recorded with tape recorders or notes  Audio recording should be done with permission and understanding Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-23
  • 24. Advantages of Audio Recording the Interview  The four advantages are  Providing a completely accurate record of what each person said  Freeing the interviewer to listen and respond more rapidly  Allowing better eye contact and better rapport  Allowing replay of the interview for other team members Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-24
  • 25. Disadvantages of Audio Recording the Interview  The four disadvantages are  Possibly making the interviewee nervous and less apt to respond freely  Possibly making the interviewer less apt to listen since it is all being recorded  Difficulty in locating important passages on a long tape  Increasing costs of data gathering Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-25
  • 26. Advantages of Note Taking During Interviews  Keeping the interviewer alert  Aiding recall of important questions  Helping recall of important interview trends  Showing interviewer interest in the interview  Demonstrating the interviewer's preparedness Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-26
  • 27. Disadvantages of Note Taking During Interviews  Losing vital eye contact  Losing the train of conversation  Making the interviewee hesitant to speak when notes are being made  Causing excessive attention to facts and too little attention to feelings and opinions Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-27
  • 28. Before the Interview  Contact the interviewee and confirm the interview  Dress appropriately  Arrive a little early  Affirm that you are present and ready to begin the interview Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-28
  • 29. Beginning the Interview  Shake hands  Remind them of your name and why you are there  Take out note pad, tape recorder  Make sure tape recorder is working correctly Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-29
  • 30. Opening Questions  Start with pleasant conversation, open-ended  Listen closely to early responses  Look for metaphors Kendall & Kendall questions Copyright © 2002 by Prentice Hall, Inc. 5-30
  • 31. During the Interview  The interview should not exceed 45 minutes to one hour  Make sure that you are understanding what the interviewee is telling you  Ask for definitions if needed  Use probing questions Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-31
  • 32. Closing the Interview  Always ask “Is there anything else that you would like to add?”  Summarize and provide feedback on your impressions  Ask whom you should talk with next  Set up any future appointments  Thank them for their time and shake hands Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-32
  • 33. Interview Report  Write as soon as possible after the interview  Provide an initial summary, then more detail  Review the report with the respondent Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-33
  • 34. Joint Application Design (JAD)  Joint Application Design (JAD) can replace a series of interviews with the user community  JAD is a technique that allows the analyst to accomplish requirements analysis and design the user interface with the users in a group setting Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-34
  • 35. When to Use JAD  JAD may be used when  Users are restless and want something new  The organizational culture supports joint problem-solving behaviors  Analysts forecast an increase in the number of ideas using JAD  Personnel may be absent from their jobs for the length of time required Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-35
  • 36. JAD Personnel  JAD involves  Analysts  Users  Executives  Observers  A scribe  A session leader Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-36
  • 37. Benefits of JAD  The potential benefits of using JAD are  Time is saved, compared with traditional interviewing  Rapid development of systems  Improved user ownership of the system  Creative idea production is improved Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-37
  • 38. Drawbacks of Using JAD  Potential drawbacks of using JAD are  JAD requires a large block of time be available for all session participants  If preparation is incomplete, the session may not go very well  If the follow-up report is incomplete, the session may not be successful  The organizational skills and culture may not be conducive to a JAD session Kendall & Kendall Copyright © 2002 by Prentice Hall, Inc. 5-38