This section captures essential information about the executive and the media outlet to establish context, risk profile, and strategic approach for the engagement.
Executive Full Name
Executive Official Title
Executive Leadership Tier
C-Suite (CEO, CFO, COO, etc.)
Executive Vice President
Senior Vice President
Vice President
Senior Director
Executive Media Experience Level (1 = Novice, 5 = Expert)
Previous Media Exposure Types (Select all applicable)
Broadcast Television
Radio Interviews
Print Publications
Digital Media Features
Live Conference Panels
Podcast Appearances
Social Media Livestreams
No Prior Media Exposure
Primary Media Outlet Name
Media Outlet Classification
Tier-1 International News
Tier-1 Business/Trade
Tier-2 Regional News
Tier-2 Industry-Specific
Tier-3 Local/Community
Digital-First Platform
Academic/Think Tank
Lead Journalist Name and Professional Affiliation
Journalist's Historical Coverage Sentiment Toward Our Organization (1 star = Hostile, 5 stars = Favorable)
Interview Format
One-on-One In-Studio
One-on-One Remote Video
Panel Discussion (3+ participants)
Fireside Chat Format
Live Audience Q&A
Pre-Recorded with Editing Rights
Pre-Recorded without Editing Rights
Scheduled Interview Date and Time
Geographic Reach of Publication
Global Multi-Region
Continental (e.g., Europe, Asia-Pacific)
National
Regional/State
Metropolitan/City
Is this interview request directly or indirectly competitive in nature (e.g., journalist covering our sector's competitive landscape)?
Describe the competitive context and specific competitor mentions to anticipate:
Define the core strategic intent, permissible discussion topics, and explicit boundaries to ensure message discipline and alignment with corporate narrative.
Primary Strategic Objective of This Interview
Brand Reputation Enhancement
Product/Service Launch Announcement
Thought Leadership Positioning
Crisis or Issue Clarification
Market Expansion Narrative
Investor Confidence Building
Talent Acquisition Branding
Policy Advocacy
Key Message Pillars and Supporting Proof Points
Message Pillar (1-3 words) | Core Narrative (Executive's talking points) | Supporting Data/Examples | Priority Level (1=Low, 5=Critical) | ||
|---|---|---|---|---|---|
A | B | C | D | ||
1 | Innovation Leadership | We pioneer sustainable solutions through R&D investment | Q3 2024: 15% revenue from new products | ||
2 | Customer Centricity | Our platform adapts to client workflow needs | NPS score improvement of 12 points YoY | ||
3 | |||||
4 | |||||
5 | |||||
6 | |||||
7 | |||||
8 | |||||
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10 |
Explicitly Prohibited Topics (Select all that apply)
Pending M&A Activity
Unannounced Financial Projections
Executive Compensation Details
Ongoing Legal Disputes
Personnel Matters (Hiring/Firing)
Specific Customer Names Without Consent
Technical Security Vulnerabilities
Board-Level Strategic Deliberations
Other
Are there any active non-disclosure agreements (NDAs) that could be inadvertently breached during this interview?
Specify NDA scope, counterparty, and restricted information categories:
Competitive Mention Protocol
No Competitor Naming Allowed
Acknowledge Competitors Only by Category
Name Specific Competitors if Directly Asked
Proactively Position Against Named Competitors
List pre-approved competitor names that may be mentioned:
Provide differentiation messaging for each named competitor:
Rank the following narrative tones in order of emphasis (1 = Most Emphasized)
Authoritative/Expert | |
Visionary/Forward-Looking | |
Empathetic/Stakeholder-Focused | |
Data-Driven/Analytical | |
Cautious/Measured | |
Disruptive/Bold |
Will this interview involve embargoed information not yet public?
Embargo Lift Date and Time
Conduct a thorough audit of potential market sensitivities, intellectual property exposure, and regulatory constraints that could impact disclosure decisions during the interview.
Overall Market Sensitivity Level of Topics Discussed
Low (General Industry Commentary)
Moderate (Company Performance Context)
High (Forward-Looking Statements)
Critical (Material Non-Public Information)
Could statements in this interview reasonably affect the organization's valuation or market perception?
Describe potential market-moving elements and pre-approved language to mitigate volatility:
Intellectual Property Exposure Categories (Select all that may be discussed)
Pending Patent Applications
Trade Secrets or Proprietary Processes
Unreleased Product Designs
Confidential R&D Roadmaps
Strategic Partnership Terms
None - All Information is Public
Are there regulatory disclosure requirements (e.g., securities, data privacy, environmental) that must be addressed?
Applicable Regulatory Frameworks
Securities & Exchange Oversight
Data Protection & Privacy
Environmental & Sustainability Reporting
Anti-Trust/Competition Law
Financial Services Compliance
Healthcare/Pharma Regulations
Export Control & Sanctions
Stakeholder Impact Assessment for Potential Disclosure Scenarios
No Impact | Minimal Impact | Moderate Impact | Significant Impact | Severe Impact | |
|---|---|---|---|---|---|
Impact on Employee Morale | |||||
Impact on Customer Trust | |||||
Impact on Investor Confidence | |||||
Impact on Partner Relationships | |||||
Impact on Regulatory Standing |
Legal Review Status of Proposed Messaging
Pre-Approved by Legal
Pending Legal Review
Requires Expedited Legal Review
Contains Legally Sensitive Content
I confirm that all proposed talking points have been screened for confidential information and align with public disclosure policies.
Detail logistical arrangements, recording consent, technical contingencies, and crisis response protocols to ensure seamless execution and rapid response capability.
Confirmed Interview Start Time
Interview Duration (minutes)
Interview Venue/Platform
In-Person at Corporate Office
In-Person at Media Outlet Studio
In-Person at Neutral Third-Party Venue
Remote via Secure Video Platform
Remote via Phone/Audio Only
Hybrid (Executive Remote, Journalist In-Studio)
Recording and Distribution Rights (Select all agreed terms)
Live Broadcast Permitted
Recording for Later Broadcast Permitted
Organization May Record for Internal Use
Organization May Distribute Clips (30 sec max)
Organization May Distribute Full Recording
No Recording Permitted by Either Party
Is this a live broadcast interview with no editing capability?
Specify real-time support protocols and on-site legal/PR presence requirements:
Potential Crisis Trigger Scenarios to Pre-Prepare For
Aggressive Questions on Recent Controversies
Unexpected Leak of Confidential Information
Technical Failure During Live Broadcast
Hostile Audience/Caller Interruption
Journalist's Misinterpretation of Key Facts
Executive Verbal Slip or Gaffe
Simultaneous Breaking News Crisis
Pre-approved response framework for controversy questions:
Recovery script if executive makes unplanned disclosure:
Has a designated backup spokesperson been identified if executive becomes unavailable?
Backup Spokesperson Name and Title:
WARNING: A backup spokesperson must be designated before authorization. Please identify an alternate and resubmit.
Upload Technical Run-of-Show Document (includes AV setup, backup connections, contact tree)
Real-time PR support team will be available via secure communication channel during interview
Formal sign-off by authorized leadership confirming strategic alignment, legal clearance, and assumption of responsibility for the interview execution.
Head of Public Relations - Full Name
Head of Public Relations - Official Title
Head of PR Digital Signature
PR Approval Timestamp
Chief Legal Officer (or Designee) - Full Name
Chief Legal Officer - Official Title
Chief Legal Officer Digital Signature
Legal Approval Timestamp
Final Risk Assessment and Authorization Level
Full Authorization - Proceed as Planned
Conditional Authorization - Proceed with Noted Modifications
Deferred Authorization - Requires Additional Review
Denied Authorization - Do Not Proceed
Conditional Authorization Notes (if applicable):
I acknowledge that this authorization is valid only for the specific interview parameters detailed above. Any material changes require re-authorization.
To configure an element, select it on the form.