What You Will Learn
You will learn how to use Gemini to create a stakeholder interview tracker with interviewee details, topic coverage, follow-ups, synthesis tags, and review status.
Required Dataset
No dataset is required.
Create a blank Google Sheet with two tabs:
Interview_Tracker
Interview_Check
Before You Start
Decide the purpose of the interviews. For this exercise, use this brief:
We are interviewing stakeholders to understand operating challenges, cost-reduction opportunities, decision bottlenecks, and implementation risks.
The goal is to build a tracker, not to write interview notes yet.
Step-by-Step Instructions
Step 1. Ask Gemini to create the tracker
Open Gemini and enter:
Act as a consulting project manager.
Objective: Create a stakeholder interview tracker for a cost-reduction project.
Include fields for interviewee name, title, department, company, stakeholder type, interview date, interviewer, status, interview objective, topics covered, key takeaways, follow-up questions, action items, owner, due date, synthesis tags, confidence level, and review needed.
Return a clean table structure suitable for Google Sheets.
Paste the result into Interview_Tracker.
Step 2. Add practical dropdowns
Add dropdowns for fields that should stay consistent.
For Status, use:
Not Scheduled
Scheduled
Completed
Needs Follow-Up
Canceled
For Stakeholder Type, use:
Executive
Business Unit Lead
Functional Lead
Frontline Manager
Subject Matter Expert
External Stakeholder
For Confidence Level, use:
High
Medium
Low
For Review Needed, use:
Yes
No
Step 3. Add a review-needed formula
If Confidence Level is in column P and Review Needed is in column Q, use:
=IF(OR(P2=”Low”,J2=””,K2=””,L2<>””),”Yes”,”No”)
This flags rows with low-confidence notes, missing objectives, missing topics, or unresolved follow-up questions. Adjust the column letters to match your tracker.
Step 4. Ask Gemini to review the tracker
Use this prompt:
Review the Interview_Tracker tab. Identify missing fields, unclear labels, weak follow-up tracking, and risks before using this tracker in a consulting project.
Expected Result
You should have a structured stakeholder interview tracker that captures who was interviewed, why the interview matters, what topics were covered, what follow-ups remain, and how the input should be synthesized.
Check Your Work
Confirm that each interview row includes interviewee details, interview status, objective, topic coverage, key takeaways, follow-ups, action owner, due date, synthesis tags, confidence level, and review-needed status.
Optional Extension
Ask Gemini to create synthesis tags:
Using the Interview_Tracker tab, recommend synthesis tags for interview notes, such as cost opportunity, process bottleneck, technology issue, organization barrier, risk, quick win, and decision needed.
