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III. Project planning

  1. Choosing a topic
  2. Background research
  3. Scope and goals
  4. Initial topic list
  5. Foundational interviews
  6. Grant funding and budgeting
  7. Online project planning resources
  8. Sample project planning documents
1. Choosing a topic

When planning an oral history project, the first step is to establish the overall topic and central lines of inquiry. Write this down in a paragraph or two.

Here are some questions you might want to consider when framing your topic:

  • What new information are you trying to learn from the project?
  • What time period will be covered, and what are logical beginning and ending points? It can be helpful to create a time line with key events you intend to explore.
  • How does this topic relate to your organization’s goals? For example, will this project help to reach new constituencies, address existing gaps in collections, recruit new volunteers, or generate new funding and resources?
2. Background research

One of the most important tasks in planning an oral history project is conducting background research. Do a search on the Web and in your library catalog to identify books, articles and Web sites that can help you gain a general knowledge of the time period, region, and topics to be covered. Everyone involved in interviewing should read the same background materials. For example, a high school teacher planning a class project to interview World War II veterans might have her students read Studs Terkel’s The Good War: An Oral History of World War II.

As you do background research, make a note of what most interested you and unanswered questions that arose in your mind. Keep in mind that every geographical area is unique. What perspectives might interviewees in your area provide for understanding this topic? How might a larger historical event such as the Depression or the environmental movement have played out differently in your area than the rest of the country?

3. Scope and goals

Once you have begun your initial background research, you can start determining the scope of the project. How long will the project last, what resources will be necessary, and how many interviews should be planned? It will be helpful to identify the target audience: researchers, educators, students, community outreach, or the general public?

There are many reasons for doing oral histories, and you should think carefully about the primary goal of the project. Is it intended to uncover new knowledge? To teach oral and written communication skills? To build relationships with older adults through their life stories?

Add a paragraph on scope and goals to your description of the project topic.

4. Initial topic list

When you have completed your background research and have agreed-upon statements of topic and goals, you should compile a list of subtopics. Do not draft specific questions, because each interview will differ according to the interviewee. Instead, outline a set of subtopics that is short enough to fit on a single sheet of paper, so that interviewers can glance at it during the course of an interview. For example, if the project covers the founding of a new community skatepark, your outline might include subtopics such as:

  • roles of stakeholders: parks department, community, skaters
  • attitude of neighborhood (opposition?)
  • type of park: ramps vs. bowl, skaters vs. bikers
  • changes in plans over time
  • funding issues

Add your topic outline to your paragraphs on topic, scope and goals. Now you have a project description for participants and other interested parties.

5. Foundational interviews

After you have completed the basic planning for the project, the first stage of actual interviewing is to conduct foundational interviews. Find individuals who represent the "institutional memory" and have first-hand experience of the topic over a long period of time, preferably from the beginning point of your time line. A foundational interview might be with the founder of a business, school, or organization, or with a person who began his career during an important period of transition in his or her field.

Foundational interviews should provide a broad overview of the topic or event and may generate interesting new questions. You can use the results to fine-tune the goals, methods and subtopics of the project. Foundational interviews should also be a good source of networking to identify other interviewees. And finally, foundational interviews can be used for demonstration purposes when promoting the project or writing grants.

6. Grant funding and budgeting

Although grant funding is not necessary for all oral history projects, it can be useful for organization-building and enhancing the quality of the interview series. Writing a grant proposal as part of the planning process can help to sharpen the focus of the project. Developing a grant budget and identifying existing resources can enhance not only the proposed project but also pave the way for future projects, particularly if the grant funds new equipment, technical resources, or staff training.

Resources on oral history grant budgeting:

Also, since granting agencies usually require letters of support and pledges of assistance from project partners, proposals can become a catalyst for developing new relationships with individuals, organizations, and the community at large. For example, an independent oral history program might use a grant project to secure a permanent repository agreement with a library to provide cataloging and preservation services for its interviews.

Many funding agencies also require a community outreach component such as a public presentation of the interviews or an oral history training workshop for teachers. Thus, grants are an excellent way to strengthen project planning as well as to promote wider dissemination of completed interviews and other results of the project.

Sources for oral history funding in Florida include:

7. Online project planning resources
8. Sample project planning documents from the FSU Reichelt Oral History Program Medical Education at FSU

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