You might need to learn more about a career field to determine your degree path in college. Maybe you want an “in” with a particular company. Or perhaps you’re considering changing careers or seeking a promotion into a career zone that’s unfamiliar. Whatever your reasons, requesting an informational interview can feel pretty intimidating. Here are some tips to ease your nerves and help you prepare.

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1. Ask the right person for the right reasons. Do you know how many people randomly ask professionals to meet with them for 30 minutes for an informational interview yet don’t give adequate thought to why they’re asking? Many—and this is why some mentors and seasoned professionals are a bit aloof when you ask for an informational interview.If you’re going to ask someone for 10 minutes of talk time, be sure you’re asking the right person first. Do you want advice about starting a consulting business? Ask an entrepreneur who’s started her own consulting business. Are you considering leaving teaching as a career? Ask someone for advice who’s already been there, done it, and is happy with the outcome (and ask someone who wishes he’d never left, too, because balance in perspective is crucial when making career decisions).
2. After you’ve identified a great person to interview, nail down your purpose for the interview. Notice “purpose” is singular—don’t ask more than 3-5 questions unless you’re sending questions via email. And even then, respect your interviewee’s time by sticking to a clear, concise plan. Don’t forget to clearly communicate your purpose when requesting the interview. Most people don’t want to agree to spend 30 minutes with a pseudo-stranger unless there’s a stated purpose/plan or perceived benefit.
3. As much as you need to be clear and concise, you also need to be flexible. If your interviewee offers you a tour of her company’s manufacturing facilities, by all means, say yes! Does that mean you’ll spend an hour and a half there instead of the 30 minutes you expected? Yes, and that’s fabulous! Leave your schedule open for at least a 2-hour block of time when you schedule an informational interview; however, try to watch the clock and wrap up your line of questioning in 30 minutes unless your interviewee is obviously enjoying herself and rambling. Let her go on and on if she likes. She’s the expert/mentor, so sit back, listen, and absorb her experience and knowledge.
4. While we’re on the subject of time management, remember to arrive on time. There’s simply no way to make a worst first impression than to arrive terribly late. If you get lost or stuck in traffic, call ahead to let your interviewee know what’s happening. If you’ll be more than a few minutes late, ask if he would rather reschedule or continue with the interview. Be prepared for him to request to reschedule.
5. Prepare your list of questions (3-5, ideally) and bring a hard copy with you. It’s very distracting to talk to someone while she’s clicking or scrolling on an electronic device. Put your phone down, leave the laptop at home, and break out a pen and paper for informational interviews. This allows you to make better eye contact and display your soft skills, including active listening and mindfulness.
6. Be prepared to tell your interviewee a bit about yourself, too. Create an elevator pitch and practice in advance to avoid stumbling over your words when he asks you to tell him about your own career background and goals.
7. If you plan to share information learned during the interview in an essay, an article, or a post on social media, get permission from your interviewee first. And good grief, NEVER record someone without his permission either.
8. Dress appropriately yet comfortably. If you’re meeting on-site at a company or office, dress professionally (business casual). If you’re meeting for coffee or lunch on the weekend or in the evening, tone it down slightly. But remember, just as when dressing for job interviews, you’re not trying to show off your assets during an informational interview. This meeting is not about you. Don’t try to make it about you by selecting flashy or provocative clothing.Dress comfortably, not just appropriately, because sometimes we can’t predict how far we’ll walk from the parking lot to the building or whether we will climb three flights of stairs. An informational interview isn’t the time to wear new shoes or a tight, straight skirt.
9. Follow up and express gratitude. This should always be your last step. Don’t walk away from an informational interview, shake hands, and forget to send an email or thank you card (I prefer thank you cards). Connect on social media, too. This makes it easy for you to regularly touch base with your new contact, mentor, and friend.

An informational interview can be a great strategy in your career development or job search process. But knowing when to ask, who to ask, how to ask, and how to pull it off can be tricky. Contact me if you might benefit from networking coaching or an interview prep session.