Agenda in hand, now’s the time to ask your SME for a meeting. This is easy if the SME is within your organization, but if they’re not, you’ll need to email them to request a meeting. The agenda can help you secure the meeting because it gives SMEs a great idea of what you plan to discuss. If they agree, the agenda preps the SME so they can give you better information.
Before the meeting, make sure you brush up on industry jargon. Your expertise is in learning design, but if you’re designing a course for medical staff, you might not be familiar with those professional terms. Ensure you know just enough to facilitate a good conversation with the SME.
For the meeting itself, invest in a screen recording software like Screencast-O-Matic. Always ask permission to record the meeting. This is critical because you’ll want to refer to their expertise while designing the course itself; written notes from the interview will only get you so far.