Your Research Secret Weapon

Your Research Secret Weapon

Some topics are harder to research than others. For such topics, all the online research in the world does not lead to real-world understanding. In these situations, it is often helpful to work with a subject matter expert, or SME (pronounced “smee”) (aka your research secret weapon).

Let me give you an example. A few years back I worked on the team that wrote the text for the interpretive display at the Hoover Dam Visitor Center. I was in charge of the technical stuff about how the dam works. While I enjoy learning and writing about technical topics, I had no experience with dams. So, I set about exploring the books, websites, and videos I was given, and learned as much as I could. But, my true understanding came when I had the opportunity to talk with people who worked at the dam. I was able to ask specific questions about weights, distances, part names and relationships, and other mechanical details. With the books and other materials, I learned it. With the SMEs, I GOT it.

Here are some of the advantages to working with a SME:

  • You can ask clarifying questions.
  • You can ask for information that is specific to your readers’ interests.
  • You can get resolution to differing opinions you’ve come across in your research.
  • You have someone who can point you in the direction of the best resources.
  • You have someone who can review your work for accuracy.

Here are some tips for finding and working with a SME:

Built-in SME

If you have been assigned to write a document by a boss or client, there is probably a built-in SME, perhaps even the person who gave you the assignment. If not, ask the person who gave you the assignment who you can turn to for information. If that person doesn’t know, ask coworkers or colleagues for direction. If all else fails, see the next tip, “Seeking a SME.”

Seeking a SME

If you don’t have a built-in SME, you will need to find one. You may want to approach one or more of the authors of the information you’ve been reading. You’d be surprised how often people are willing to help–especially when you want to talk about their area of expertise. (Remember, everyone’s a nerd about SOMEthing.) If that’s not an option, ask your network if they know any experts on your topic. Social media is, of course, great for this. Another option is to call the relevant department at your local college or university to ask if someone is available to assist.

Your Shining SME

Give your SME the opportunity to shine and really delve into what they know. Take advantage of the chance to interact with a real person by asking for a live or online demo. Request an interview and make the most of it by planning your questions ahead of time. Find out if you can visit them in their work environment, or if they will accompany you to an appropriate learning location (e.g. a zoo if you are researching zebras).

Customized SME

You can interact with a SME for anything from a quick e-mail or phone call to a lengthy interview or ongoing relationship.

Reward Your SME

Most people will not request payment to act as a resource. So, at the very least, thank your SME profusely. Tell other people who might care how great they are. If your SME is local, offer to take them out for a beverage or meal. Offer to trade services with them. Offer to write a testimonial on LinkedIn. Still in doubt? Just ask how you can return the favor.

Have you ever worked with (or acted as) a SME? Please share your experiences in the comments.

About the Author: Karen Marcus, M.A. is a Northern Colorado copywriter who has been helping clients in a wide range of industries to put their best word forward for 13 years. Click here for contact info.

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4 Responses to Your Research Secret Weapon
  1. Jonathan
    January 19, 2010 | 4:19 pm

    Thanks for the tip of how to return the favor when someone acts as your SME. All too often we forget to reward those who help us. On a lighter note, I’ve never liked saying, “smee,” when refering to a SME.

    [Reply]

    Karen Marcus Reply:

    You’re welcome, Jonathan. I, personally, like saying it, but fortunately for you it is not necessary to speak the word “SME” in order to work with one ;-)

    [Reply]

  2. Paula Pollock
    January 19, 2010 | 10:24 am

    Great article, Karen. Our clients are usually our SME yet it can be a challenge to draw the information out of them. It takes a real professional to extract and interpret this data for the target audience.

    [Reply]

    Karen Marcus Reply:

    Thanks, Paula. Yes, it takes practice to learn how to (1) ask the right questions and (2) best “translate” the answers . Great topic for a future post!

    [Reply]

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