merging stuff from my joplin notes
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# Exploratory Interview Guide
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Version: 1.0 (2025-03-25)
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## PURPOSE
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This guide provides a structured approach to conducting exploratory interviews with Claude during document prompt engineering, emphasizing a one-question-at-a-time methodology to maximize the effectiveness of extended thinking mode.
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## CORE PRINCIPLES
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1. **Hierarchical Questioning**: Move from general to specific
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2. **Active Listening**: Adapt questions based on previous responses
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3. **Single-Focus Queries**: One concept per question
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4. **Deliberate Progression**: Build a logical path of inquiry
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5. **Extended Thinking Activation**: Strategic use of complex questions
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## QUESTION HIERARCHY FRAMEWORK
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### Level 1: Domain Understanding
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These questions establish fundamental context and document characteristics.
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**Example Questions:**
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- "What are the defining characteristics of [document type]?"
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- "What purpose does [document type] serve in [specific industry]?"
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- "What components are essential for a complete [document type]?"
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- "What common errors or omissions occur in [document type]?"
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- "How has [document type] evolved over the past 5 years?"
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**Follow-up Pattern:**
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- Ask for clarification on unexpected elements
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- Request examples of mentioned characteristics
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- Explore regional or industry variations
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### Level 2: Structure Analysis
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These questions examine the format and organization of the document.
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**Example Questions:**
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- "What organizational structure is most effective for [document type]?"
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- "How should information hierarchy be established in [document type]?"
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- "What sections are mandatory vs. optional in [document type]?"
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- "How does the structure of [document type] support its usability?"
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- "What dependencies exist between different sections of [document type]?"
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**Follow-up Pattern:**
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- Probe for reasoning behind structural recommendations
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- Ask about alternative structures and their tradeoffs
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- Explore how structure affects document effectiveness
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### Level 3: Content Optimization
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These questions focus on the quality and effectiveness of the document's content.
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**Example Questions:**
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- "What language patterns increase clarity in [document type]?"
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- "How should technical terminology be handled in [document type]?"
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- "What level of detail is appropriate for [specific section]?"
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- "How can [document type] balance comprehensiveness with readability?"
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- "What contextual information is necessary for [specific element]?"
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**Follow-up Pattern:**
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- Request examples of optimal vs. suboptimal content
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- Explore content variations for different audiences
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- Ask about content evolution over document lifecycle
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### Level 4: Edge Case Management
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These questions address unusual scenarios and exception handling.
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**Example Questions:**
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- "How should [document type] address [uncommon scenario]?"
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- "What contingencies should be included for [potential issue]?"
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- "What flexibility is required in [document type] to accommodate [variable factor]?"
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- "How can [document type] maintain integrity when [challenging condition]?"
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- "What failsafes should be incorporated into [document type]?"
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**Follow-up Pattern:**
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- Explore frequency and impact of edge cases
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- Ask about prioritization of different edge cases
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- Request examples of well-handled edge cases
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### Level 5: Implementation Strategy
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These questions focus on practical application and execution.
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**Example Questions:**
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- "What approach would you recommend for transitioning from [current document] to [optimized document]?"
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- "How should [specific challenge] be addressed during implementation?"
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- "What metrics would effectively measure the success of [document type]?"
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- "What timeline is realistic for developing and implementing [document type]?"
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- "How should feedback be incorporated into [document type] iterations?"
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**Follow-up Pattern:**
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- Ask for step-by-step implementation recommendations
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- Explore potential obstacles and solutions
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- Request examples of successful implementations
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## EXTENDED THINKING MODE ACTIVATION
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For optimal use of Claude's extended thinking mode, structure questions that:
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1. **Require Multivariate Analysis**
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- "How would changes to [element X] impact [components A, B, and C] in [document type]?"
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- "What interdependencies exist between [element X] and [elements Y and Z]?"
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2. **Involve Complex Tradeoffs**
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- "What are the tradeoffs between [approach A] and [approach B] when considering [factors X, Y, and Z]?"
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- "How should [competing priorities X and Y] be balanced in [document type]?"
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3. **Request Synthesized Insights**
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- "Based on our discussion of [elements A, B, and C], what overarching principles should guide [document type]?"
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- "What patterns emerge when comparing [scenarios X, Y, and Z] in [document type]?"
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4. **Require Judgment in Ambiguous Scenarios**
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- "Given the uncertainty around [factor X], what approach would you recommend for [document element]?"
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- "How should [document type] handle situations where [conflicting requirements] exist?"
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## FOLLOW-UP PROTOCOLS
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### 1. Clarification Sequence
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When Claude's response requires clarification:
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1. Echo the unclear point: "You mentioned [specific point]. Could you clarify what you mean by that?"
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2. Ask for an example: "Could you provide an example of [unclear concept]?"
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3. Request reframing: "Could you explain [unclear concept] in a different way?"
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4. Offer interpretation: "I understand [unclear concept] to mean [your interpretation]. Is that correct?"
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### 2. Expansion Sequence
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When Claude's response should be expanded:
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1. Request depth: "Could you elaborate further on [specific aspect]?"
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2. Ask for additional dimensions: "Beyond [mentioned aspects], what other factors should be considered?"
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3. Request implications: "What are the implications of [specific aspect] for [related element]?"
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4. Explore variations: "How might [specific aspect] vary in different contexts?"
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### 3. Contrast Sequence
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When comparing approaches or elements:
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1. Request direct comparison: "How does [approach A] compare to [approach B] regarding [specific criterion]?"
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2. Ask for advantages/disadvantages: "What are the pros and cons of [approach] compared to alternatives?"
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3. Explore contextual variations: "In what scenarios would [approach A] be preferable to [approach B]?"
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4. Request integration possibilities: "Could elements of [approach A] and [approach B] be combined?"
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### 4. Validation Sequence
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When confirming understanding or alignment:
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1. Summarize understanding: "Based on our discussion, my understanding is [summary]. Is that accurate?"
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2. Test with scenarios: "If [specific scenario] occurred, how would the approach you've described address it?"
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3. Challenge assumptions: "What assumptions underlie the approach you've described?"
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4. Explore limitations: "What limitations or constraints should we be aware of with this approach?"
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## DOCUMENTATION PRACTICES
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For each question and answer:
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1. Record the exact question asked
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2. Document Claude's complete response
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3. Note any areas requiring follow-up
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4. Track key insights and recommendations
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5. Update the project continuity document with session progress
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## INTERVIEW TERMINATION CRITERIA
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Conclude the interview when:
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- All planned question topics have been covered
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- Response patterns become repetitive without new insights
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- Clear recommendations have emerged for all key areas
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- Sufficient material has been gathered for prompt development
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- Chat context length approaches limitations
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---
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*Cross-reference with: Initial Prompt Engineering Session, Validation Checklist, Chat Transition Protocol*
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