Interview notes should help you retrieve exact answers, verify commitments, and share reliable findings without rereading an entire conversation. Before you begin, prepare your questions, a note-taking template, and a recording method. If you plan to record, obtain consent and check applicable privacy requirements.

Choose What to Record and What to Write Down

Audio preserves context and exact wording, while written notes make decisions easier to scan. Use both when accuracy matters and recording is permitted.

CriterionAudio recordingWritten notes
AccuracyPreserves original wording for verificationCan omit details or paraphrase incorrectly
RetrievalRequires searching or reviewing the transcriptKey facts are immediately visible
Reading speedSlower to review without transcriptionFaster to scan
PrivacyMay capture sensitive, incidental remarksCan exclude unnecessary personal details
SharingRequires controlled access to the recordingEasier to share selected findings
MaintenanceRequires storage and retention managementRequires concise editing and updates

Prepare a Consistent Note Structure

Create fields for the question, key answer, supporting evidence, decisions, open questions, and follow-up owner and deadline.

For example, a consultant interviewing a client about delayed project delivery might record the client's explanation while writing down the confirmed cause, affected milestone, and agreed next action.

Why this works: Separating evidence from conclusions prevents assumptions from becoming facts.

Completion check: Every important question has a corresponding answer or an explicit note that the answer remains unknown.

Capture the Conversation Without Losing Key Details

When recording is authorized, use MeetingMinutes to capture the interview and generate a transcript. Its documented capabilities include real-time transcription, speaker identification, and interview-focused summaries. You can also import supported audio or video files for transcription.

While the client speaks, note critical figures, names, dates, and commitments. Do not rely on memory to reconstruct them afterward.

Completion check: You have a transcript or recording reference and brief notes identifying the most consequential answers.

Verify and Create the Written Record

Review the transcript against your notes. Check numbers, technical terms, speaker attribution, negations, and tentative language such as “might” versus “will.”

For the delivery-delay example, confirm whether the client committed to a new date or merely proposed one. Record the distinction explicitly.

MeetingMinutes supports file management, keyword search, and exports including Word and TXT. Use these capabilities to organize source material and prepare a readable record. Manually verify important claims before sharing.