The Note-taker Template

Structure interview quotes in real time to identify trends quickly.

Download The Note-taker Template.

Do not miss any critical insights.

Download

You can use The Note-taker Template for free. Instead, I would appreciate your feedback after at least 15 interviews to help me create useful innovation tools!

Are you struggling to conduct great customer interviews?

Conducting verbal experiments is both an art and a science.

Are you missing critical insights when documenting customer interviews?

Capture the most valuable customer insights systematically by using this structured approach.

Is your data messy, making it difficult to spot patterns and insights?

Organize your data clearly and efficiently, so you can quickly identify patterns and take action.

Is inconsistent documentation across sessions making it hard to compare interviews?

Standardize how you collect and document insights to easily compare and analyze data.

Are you losing context or missing connections between customer pain points and behaviors?

Connect the dots between customer pains, needs, and behaviors by categorizing quotes.

Is messy documentation slowing down your ability to analyze and act on customer insights?

Quickly synthesize insights without wasting time reorganizing or interpreting your notes.

Are you wasting time by discovering too late that your hypothesis wasn’t supported?

Quickly spot patterns to determine whether your hypothesis holds up or needs to be rethought.

Capture and structure interview quotes in real time to identify trends quickly.

The Note-taker Template is for teams wanting to improve their interview skills.

Reduce the amount of unstructured interview data.
Synthesise data more efficiently.

The Note-taker Template lets you capture and structure interview quotes in real-time. This helps you quickly identify interview trends and speeds up the data synthesis to gain insights.

Download The Note-taker Template.

Do not miss any critical insights.

Download

You can use The Note-taker Template for free. Instead, I would appreciate your feedback after at least 15 interviews to help me create useful innovation tools!

This makes the Note-taker Template essential.

Identify trends fast

Identify trends fast.

Identify trends for supporting or refuting your hypothesis during the first interview sessions.

Structured interview data.

Gain trust within your organisation by capturing your qualitative interview data in a structured way.

The Note-taker Template - Storyboard experiment usage example
The Note-taker Template - Customer Interview caption example

Digital Workflow.

Use the template directly in your browser or your favourite PDF viewer.

Ready to synthesise.

Directly synthesise your data without the need to encode it first.

Directly synthesise your data

Download The Note-taker Template.

Do not miss any critical insights.

Download

You can use The Note-taker Template for free. Instead, I would appreciate your feedback after at least 15 interviews to help me create useful innovation tools!

Usage instructions

1. Define the roles

Clarify the roles within your team for a sequence of interview sessions. Here, you will find guidance on interview roles and responsibilities.

2. Familiarise with interview best practices

Review the most critical interview best practices with your team.

If you feel comfortable conducting customer interviews, choose the more comprehensive list of best practices.

3. Capture notes

  1. Capture the interviewer’s most important quotes.
  2. Categorise them based on whether they support or refute your hypothesis or provide new insights.
  3. Use a “#” when a quote represents a job, pain, or gain for your customer segment or a prototype job, pain reliever or gain creator of your prototype in the value map.
  4. Help your interviewer to let the interviewee rank your identified jobs, pains and gains.
  5. Add the provided numbers from the interviewee to the jobs, pains and gains (e.g. #1, #2, #3).

4. Debrief and share

Debrief the interviewer right after the interview to identify if adjustments are needed. Share the captured and categorised interview data in the experiment synthesising session.

Feedback on The Note-taker Template

Thank you for using The Note-taker Template. I would appreciate your feedback to help me create useful innovation tools!

Please enable JavaScript in your browser to complete this form.
How would you rate your note-taking skills BEFORE you started to use the template?
Beginner – I had little to no experience in note-takingIntermediate – I regularly take interview notes, but not systematicallyWorld class – my practice is used in a case study for others to learn
Beginner – I had little to no experience in note-taking
Intermediate – I regularly take interview notes, but not systematically
World class – my practice is used in a case study for others to learn
In how many interviews was the Note-taker Template used?
Did the Note-taker Template help improve your note-taking skills?
Not at all – No improvement in my note-taking structure observableA little – It helped to focus on relevant data that supported or refuted the hypothesisA lot – all captured data was categorised, ranked, and helped to speed up synthesising evidence
Not at all – No improvement in my note-taking structure observable
A little – It helped to focus on relevant data that supported or refuted the hypothesis
A lot – all captured data was categorised, ranked, and helped to speed up synthesising evidence
If yes, please leave your Email here.
A last question: Would you recommend the Note-taker Template to colleagues?
Not Likely Very Likely