Template changes in editable region do not propagate to child pages??

I have a website that was created using Dreamweaver CS4. I have copied the directory onto a machine running CS6 and set it up as a new site in DW. I want to make a change in the editable region of a template that feeds all the pages. However, when I make the change it appears to go through the motion of propagating the change across all the pages, but in fact - when checking 'detail' of the process - all it seems to be doing is identifying the child pages but not updating them. No changes occur. Any ideas? I did not have this problem previously, as far as I remember.
Code snippet follows. I'm trying to add the phone number shown in BOLD below.
Thanks for any help!!
John
<body class="twoColFixLtHdr">
<div id="container">
<div id="header">
    <h1><img src="../Graphics/TCMG Banner_Small3.jpg" alt="" name="Banner_Small" width="1000" height="100" border="0" usemap="#Banner_SmallMap" id="Banner_Small" />
      <map name="Banner_SmallMap" id="Banner_SmallMap">
        <area shape="rect" coords="0,-6,103,97" href="/index.html" alt="Home" />
      </map>
    </h1>
    
</div>

<div id="sidebar1">
<h3 class="Sidebar_Phone">OFC: +1 (704) 944-XXXX</h3>
<h3 class="Sidebar_Phone"><strong>CELL: +1 (305) 283-XXXX</strong></h3>
<hr />
<h3 class="Sidebar_Title">Sidebar1 Content</h3>
<ul>
    <li class="MainContent_Text">The background color on this div will only show for the length of the content. If you'd like a dividing line instead, place a border on the left side of the #mainContent div if it will always contain more content. </li>
    <li class="MainContent_Text">Donec eu mi sed turpis feugiat feugiat. Integer turpis arcu, pellentesque eget, cursus et, fermentum ut, sapien. Fusce metus mi, eleifend sollicitudin, molestie id, varius et, nibh. Donec nec libero.</li>
</ul>

</div>

Correct Ken.
The content in editable regions of a DW Template are editable on a page by page basis in all child pages. Any content in an editable region in a Template will not propagate to child pages.
Anything in a non-editable region of a Template can only be edited in the DW Template and those changes will propagate to child pages when the Template is saved.

Similar Messages

Fluid grid template - editable region - resize not possible

Hi,
After quitting DW the first resizing problem was gone.
Now I saved the page as a template and inserted an editable region.
Then it wasn't possible anymore to recize the divs.
The lines are know yellow dotted.
Do I have to make editable regions in a different way?
See: http://www.ifacilityservices.nl/index.html
Thanks again.
Carla

Hi Nancy,
Thanks voor your reply!
Is it now not possible anymore?
I deleted the editable regions, but it stays with the yellow lines.
Carla
Van: Nancy O. [email protected]
Verzonden: zaterdag 24 augustus 2013 21:59
Aan: Carla Leliveld
Onderwerp: fluid grid template - editable region - resize not possible
Re: fluid grid template - editable region - resize not possible
created by Nancy O. <http://forums.adobe.com/people/Nancy+O.> in Dreamweaver CC - View the full discussion <http://forums.adobe.com/message/5623512#5623512

Help with template locked and editable regions

I have been using templates for years in a very simplified way, my programing skills are not great. Today I seem to have screwed up a template beyond my ability to fix it and possibly all 46 pages attached to it (have not uploaded any of these files though).
The body tag needs to be editable because of the preload images that are part of the tag. The next section needs to be editable for content which is different on all pages. The last part is a table with text navigation to each page which needs to be locked so I can change it from one place.
DW keeps inserting an extra body tag and putting an end body tag after the editable content region (before the locked table), depending on where I try to put the tags. Then it won't let me change areas of the content on individual pages and it's not displaying the bottom nav table (although it does show up in safari, but I know the code is wrong).
Basically what I would like to do is simply have the whole body region editable, except for the one table toward the bottom of each page. Can I do this with out having any content thrown off my pages? I really don't know what code to post at this point since it's all in various stages of "not-working", but the version I am using is DW8.
Here is a link to an online page which might help you see what I am talking about, this is from before I started trying to change the template:
http://www.janosklanyi.com/dresden.html
Thanks,
Kaylee

Hi, AZ,
Templates imply locked regions and editable regions...usually WITHIN the body, so having the entire body editable might be what is throwing things off.
It is possible to make attributes of tags editable, but I don't believe that is supported in DW8. You would make the body tag editable so that the id can be changed to match the page (#contactuspage, #homepage, etc.), and by doing that you can focus your CSS on each page. I use that technique to influence the navigation to highlight the page that I am on (of course, I also put ids on the nav links, viz. #contactus, #home, etc., and #contactus2, #home2, etc. for the footer links). All these you would style in the CSS file. I'm pretty sure you can't pass actual content that way yet, but you can define background images.
I see that you are doing that sort of thing in your pages.
While you are in the template, look at the code just before the <body> tag. There should be something that says


</head>
Copy the two commented lines and change the word "head" to "body" []. Then put the BeginEditable line just before the <body> tag and the EndEditable line just after it. That should leave your body tag open for editing in Code View. Remember, all you want editable here is the <body> tag, not the whole <body> of the document.
Be sure to add editable regions in the rest of the page, controlling them as you wish.
At any rate, have courage...once you have fixed your template, the other 46 pages will fall into line!
Understand that I am working in DWCS4, so I don't know how this is going to work in DW8. Hopefully, it will work fine.
(Have you considered upgrading to CS4? You may still be able to do that from DW8 at an upgrade price.)
Z

Editable region but not in code view

EDIT: While cooking dinner I thought that the computer "fixes" itself when it reboots what about Dreamweaver? I closed DW down. Reopened the app and voila. I CAN edit that section in code view now. It's weird but it appears to be working. I'll repost if something is amiss again regarding this issue. I'll leave the post up in case it's helpful to anyone else. thanks.
I have new pages made from a template. I can only edit in design view NOT in code view. I get the standard error of I'm trying to edit where I'm not allowed. I've made templates many times but never had this problem (I don't think!). Does someone have a tip or help for me? In addition to this issue I was not able to change the title of the page until I added the editable region in the template for title line. That's always been default editable before. Thanks a lot. I'm using DW8.
begining code from template:
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<title>Party Invitation Boutique</title> 
begining code from new pages:
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<title>Baby Blue</title> 
-------------then further down on the page is the editable region-------------

<div id="content_right">test only can type in design view. can't add div boxes
even in this editable region. ugh. can't even type next this this text in the
code view. </div>


Best thing you can do in the future is run your code through the validator if the editable region exists:
http://validator.w3.org/
If there are code errors with other tags on the page then it is possible DW is overlooking its own template code. Unfortunately without seeing the whole page I cannot say this is definitely the case, but a likely possibility.

Making template background an editable region

Oh my goodness, I'm about to cry. I've literally and without hyperbole spent days trying to figure this out on my own. I have also contacted Adobe Tech help and was willing to pay for help ... all to no avail. I am SO hoping there is someone out there who is able to help me. My deadline to have this website finished is Monday, Sept. 03 and I am stuck. Now down to the question:
I have created a webpage which I have saved as template and which I want to use as my master from which all the other templates and pages on my site will be derived. I would like to be able to change the background in different sections of the site. The page I have created has an image, but other pages may just have a colour. Is it possible to make the background colour and image, as set in the page properties, into an editable region? And, if so, how is it done? If it is not possible, are there any suggestions for work arounds that will allow me at least some flexibility in this matter?
Any help on this will be gratefully accepted and enormously appreciated.
Thank you,
Malene

Thank you so much for the reply. I will be using the Master template I have created to make about another 6 templates. These templates I will use to create about another 200 pages. So, my thinking is that the best way is to make the relevant section editable and that is where I am at a loss. I am a novice designer and not at all versed in HTML, so I rely heavily on Dreamweaver's menus to perform various actions. I know how to make regions editable in general, but I can't find a way to use the "insert editable region" to make the actual background, as set in the "page properties" CSS, editable. I am guessing doing so requires some sort of HTML knowledge that I don't have.
In the code, this is the region I need to make editable (copied and pasted from my template's code):
body {
background-color: #e5dfd3;
background-image: url(../Images/Global/Toronto_Osgoode_Hall_1856.jpg)
; margin-left: 0px;
margin-top: 0px;

Spry tabbed panel in editable region will not allow editing

Yesterday I was building a spry tabbed panel onto an existing template I created in an editable region, the whole right column is editable. Today, I get a no editing stop sign instead of a cursor in the whole tabbed panel except the tabs. However, my tabs are labeled correctly, but the panels need additional information added to them. Here is the source code:
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    </h2>
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          <p><img src="imageswebsite/Hewescraft/hewesoceanpro.jpg" width="602" height="276" alt="hewescraft ocean pro" /></p>
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var TabbedPanels1 = new Spry.Widget.TabbedPanels("Hewescraft_boats");
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</div>
</div>
<script type="text/javascript">
var MenuBar1 = new Spry.Widget.MenuBar("rockys_menu", {imgDown:"SpryAssets/SpryMenuBarDownHover.gif", imgRight:"SpryAssets/SpryMenuBarRightHover.gif"});
var MenuBar2 = new Spry.Widget.MenuBar("side_menu", {imgRight:"SpryAssets/SpryMenuBarRightHover.gif"});
</script>
</body>
</html>
Any ideas?

There is nothing wrong with the code that you have shown.
I do not use templates, in fact I hate them. I use serverside includes which allows me to update any portion of the site without having to re-upload multiple documents.
You will be better off placing your problem on the DW forum http://forums.adobe.com/community/dreamweaver/dreamweaver_general
Gramps

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When I edit the template, the only way I can get Dreamweaver to update the pages is to open all the pages connected to the template. Any help would be appreciated.

MarilynWalker wrote:
Murray - Can share your book title with us, please?
Sure. It's Dreamweaver MX Templates by Brad Halstead and myself - ISBN 0-7357-1319-7. I spend quite a bit of time explaining nested templates. Sadly, nowhere do I say you should avoid them. But you should.
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You should see how easy this is to do with server-side includes and a single template file. It's the best of both worlds.
You can see this in action at www.homerenergy.com.
Yep. http://validator.w3.org/unicorn/check?ucn_uri=http://www.homerenergy.com/&ucn_task=conform ance - even if you would leave the nested templates in place, you would sure want to fix those.
The section-specific navigation is very easy to manage either with template conditionals or with server-side includes. You can see this site - http://www.ent-sys.com - where I have done the section navigation on interior pages with template conditionals.
However, your site is small, and simple. Nested templates can work OK in such circumstances. But I have never seen a use of nested templates that couldn't be done more simply with some other approach.

Change my dwt to dwt.php and update child pages

Hello,
I need to convert my dwt to php. My site is not that big at this time so I can manually change the links and extensions on the child pages if needed. How do I convert the template and assure it stays attached to the child pages? As a test, I used "save as" and saved the template as mytemplate. dwt.php. I edited a region of the template and saved. The content of the child pages didnt update at all. They dont seem to be attached.
Thanks so much,
Andrea

Hi Murray,
Method 3 worked like a charm and saved a lot of time. Can I ask you an off topic question? I uploaded my site and things were good with current browsers I was shocked when I pulled up my website on an old pc with IE6. I really wish I hadn’t looked! Many images are very large, distorted, and misplaced. One example occurs in a div with the following class:
.form_container{
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                margin-right: auto;
                border-radius: 20px;
                padding-top: 10px;
                padding-bottom: 10px;
I checked the properties. The image only has one class .form_container. New browsers display the image it’s actual 125px size, but IE6 stretches it to 100% of the div size. Looking at the css, I see did not specify any image properties.   I have this problem with images all over the site. What is the most effective way to solve it?
Thanks
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New Region does not appear in standard page (Please Your Help).

Hi Experts,
I tried to create in javadeveloper a region to have descriptive flexfields shown in standard page with the following structure :
Region (stacklayout)
Region (messageComponentLayout)
Item (messageLayout)
Item (flex)
Then I used import command to move XML file to the sever .
Afterthat in self service I created an item of stacklayout type with specifying the required fields like Application module and extend field but I am not able to
see the region in standard page , is there any anything missing please your help?
Thanks,
Kind Regards,

Please try this > Make the AM property of your new region to be blank . Also check if your custom controller of your region has correct logic.
Repeat the deployements steps and bounce the server.
All the Best.

Nesting Templates: Child-Template Pages not Fully Responding to Editable vs. Un-Editable Regions

M'kay, so first and foremost, all of this is being done within Dreamweaver CS5. How I might explain this is that I have a series of Master-Templates for my website, accompanied then by Child-Templates linked off of / nested from my Master-Templates. So far this is going wonderfully, that is, until I try to make a page from one of my Child-Templates.
The page from my Child-Template accurately comments-out an un-editable region (Region in which was editable within the Master-Template, but left as ONLY editable within the Child-Template) so long as I add an EDITABLE region WITHIN it. Under the circumstance that I DO NOT add an editable region within the Master-Template's editable region, the region within the Page is still appearing editable.
For example:
Master Template:

     Child Template CSS Links Here.

Child Template:

     Child Template CSS Links Here.
     
          Child PAGE CSS Links Here.
     

Child Page:
Child Template CSS Links Here. (Accurately appearing Un-Editable - {Master-Template's editable region tags accurately appearing invisible})

     Child PAGE CSS Links Here. (Accurately appearing Editable)

This is an example of an editable regions that WORKS. In the Child-Page the "Child Template CSS Links Here." IS appearing commented out and therefore un-editable within the Child-Page, like it's supposed to be. This then allows the "Child PAGE CSS Links Here" to be ACCURATELY editable within the Child-Page.
Now for an example of what DOESN'T work:
Master Template:

     Child Template CSS Links Here.

Child Template:

     Child Template CSS Links Here.
     (As you see, I have NOT added an additional editable region within this Master-Template's editable region. This is an area that is ONLY supposed to be editable within the Child-Template and NOT the Child-Page, which SO FAR appears to be accurate.)

Child Page:

     Child Template CSS Links Here.
     (For some reason, ONLY so long as I DO NOT add an additional Child-Template-editable-region within this Master-Template's editable region, this area is STILL appearing visible as well as editable within the Child-Page.)

So, under this circumstance, it seems that the only way I can leave a Master-Template's editable region ONLY editable within the Child-Template and NOT editable within the Child-Page is by leaving an ADDITIONAL editable region produced via the Child-Template somewhere within EVERY SINGLE editable region produced via the Master-Template. Unless I am doing something seriously wrong, this so far appears to be a potential defect/bug within Dreamweaver CS5. I can't imagine how this would be accurate, otherwise Child/Nested-Templates would not be possible to make. What might I be doing wrong? Is there any way that I can specify in the Master-Template that an Editable Region is ONLY Editable within the Child-Template and NOT within further Child-Pages (A Page based off of the Child-Template)? Or perhaps is there a way that I can specify in the Child-Template that an editable region WILL NOT be editable within the Child-Page? Furthermore, no, I DO NOT want to make them "Optional Regions," so please do not suggest that.
I know that this is all probably a bit confusing, but hopefully the examples above will help more than the descriptions aside. As you can probably assume, this is definitely a HUGE complication within my website if there doesn't end up being a solution, especially with all the time I have put into making the Child-Templates that I hope to rely on. It really would be a bit ridiculous if I had to script-in an additional editable region within every single Master-Template-editable-region available within my Child-Template just so that I may update my Child-Template, furthermore allowing my edits to drop down to my Child-Pages, especially since it would maintain content that I never wanted to be editable within the Child-Page in the FIRST place.
Some help would be sincerely appreciated, and as soon as possible, if I might ask politely.
Thank you. Sincerely,
~ Miss Cat

=____= I cannot believe that I am saying this, after writing ALL of that up, but thanks to "Dreamweaver CS5 for Dummies," I just learned that if you place: @@(" ")@@ within the Child/Nested Template's editable region that you DO NOT want passed down to your Child-Pages, it won't appear editable. Goodness knows why such an inconspicuous formula was the answer, but I guess whatever works. ...WHY WAS THIS INFORMATION SO DIFFICULT TO FIND?!?!?!?! @____@ Information on Nested Templates in general seems rather difficult to find, however, so I'm glad I figured this out /not ever a full hour/ after writing all this up and posting it. #__# ...At least my Child-Templates can work thoroughly now, though. So... Scenario FIXED. ^^
I only hope now that such information will appear helpful to anyone else hunting for this information via Google or other Search Engine in the future. And if there is anything at all that I am still officially missing, then do feel free to add it to the feed and let me know, because the last thing I need right now are more surprise difficulties to equally slow down the productivity of this massive project I've been working on... @___@ ..But so far things seem to be going good. ^^ So I can settle myself unbelievably grateful that there ended up being a solution to this ridiculousness after all.
Sincerely,
Miss Cat
[signature promo info removed by moderator]

Dreamweaver does not allow me to edit the editable region

Oh my, I'm so desperate in this, I have a .dwt and have set up the editable region as well. When I want to make a new html file from the said template dreamweaver does not allow me to edit it. I mean, all the code is completely grayed out as if the template itself is locked by default.
What I want to do is to create several new pages such as new albums, charts, genres, contacts (which all based on the home template) The home template itself has slider in its body. For the new html files I'm about to create (which I'm so desperate why I can't do so) I want the header and footer to remain the same.
Here is an image of my index.dwt (my homepage) anything inside the red frame is what I want to edit for new albums, charts, genres, contacts, login page, etc. The top part is the header and the bottom one is the footer (Excuse the right image, I'm working on dual screen)
Any help will be appreciated!
Sorry for my english

Hello SeptianNugraha,
here some hints concerning while handling templates (I quote):
The main principle of DW Templates is:
Non-editable regions = propagate to all child pages. The content of non-edtable regions is identical on all child pages. When you edit a non-editable region, DW propagates all changes to all child pages.
Editable regions = do not propagate because they're unique to every child page. The whole idea of editable regions is that they contain page specific content which does not appear on any other child page.
And:
PART 1
1. Create a prototype page with all the sitewide elements (common header, footer, sidebar, etc..) that you will need for your entire project. This requires some careful pre-planning even for small web sites.
2. Validate your code & test this prototype page in all major browsers. 3. When you're completely satisfied with your layout, SaveAs Template. DW will save this as a .dwt file in a site folder called Templates.
4. DW will ask you to add Editable Regions for stuff that will change from page to page. Do this and SAVE.
5. Close your Template.dwt file.
PART 2
1. File > New Page > from Template. Select the template you wish to use. Hit OK.
2. This is a child page. You can only edit content within editable regions. Everything else is locked.
3. SaveAs index.html (your home page) to the root in your local site folder.
PART 3
Repeat PART 2 for each additional page required.
PART 4
1. Open your main TEMPLATE file and add a navigation menu with links to your site pages.2. SAVE.3. DW will ask if you want to populate changes to child pages. Hit yes.
4. Publish all site pages to your server.
PART 5
If you should ever need to edit your TEMPLATE .dwt file, Repeat PART 4.
Good luck!
Hans-Günter

Template do not update child pages

I really do not understand why this happens to me all the time.
I had this problem when I was using windows/pc with previous version of dreamweaver many years ago.
I had the same one, now that I am using mac and dreamweaver cs4.
In the past, I created a template, with one editable region. Based on this template, I created many pages.
For some time, everything worked ok, every change in editable region of template forced all child pages to reflect to this change too.
Now, this do not happen anymore(once again as I said).
I cannot understand why this happens. 118 files examined, 0 files updated. Why? What am I doing wrong? Is this a bug in dreamweaver that lasts for years?
I 've done nothing to detach the pages from template, ever. Why it stoped the updating of child file?
Can anybody please help me?

giugiugiugiugiugiugi wrote:
I really do not understand why this happens to me all the time.
I had this problem when I was using windows/pc with previous version of dreamweaver many years ago.
I had the same one, now that I am using mac and dreamweaver cs4.
In the past, I created a template, with one editable region. Based on this template, I created many pages.
For some time, everything worked ok, every change in editable region of template forced all child pages to reflect to this change too.
Now, this do not happen anymore(once again as I said).
I cannot understand why this happens. 118 files examined, 0 files updated. Why? What am I doing wrong? Is this a bug in dreamweaver that lasts for years?
I 've done nothing to detach the pages from template, ever. Why it stoped the updating of child file?
Can anybody please help me?
You say "every change in editable region of template forced all child pages". This is NEVER how DW has operated. It's only changes to NON-EDITABLE regions that are propagated to child pages. I suspect that this misunderstand is what is causing you trouble, but if not, read this -
Here are seven common mistakes that will result in changes not propagating from Template to child -
1. Rename the Templates folder
2. Move the Templates folder to some other folder level in the site other than root level
3. Move a template out of the Templates folder.
4. Make changes to an editable region of the Template (which will not propagate)
5. Assume that Template changes will be effected by just uploading the changed Template file to the server without also uploading the changed local files
6. Corrupt the site cache so that the link between Template and child page is broken
7. Improperly create your child pages by simply opening the Template, adding page specific content, and resaving the Template with an *.html extension rather that its *.dwt extension. (you can tell if this is the case by looking at the code on a child page - if you see anything like <!-- TemplateBeginEditable... then this is what you have done). If you *have done this*, then recreate the child pages (in DWCS3) using FILE | New > Page from Template, select the Template and click CREATE.
The 6th problem can be repaired by using SITE | Advanced > Recreate Site Cache, and the six others can be fixed by just not doing them. Have you done any of those?
Or, read this -
http://www.adobe.com/go/dd83ba8b

Template changes not applying in Edit Region

I created a template - 3 tables - the top & bottom table
are NOT editable regions. The middle table IS in an editable
region. On the template I changed the table in the middle region -
changed the background color, deleted a cell, added a picture
placeholder, etc. Also on the template I made changes to the top
& bottom tables. When I saved the template it asked if I wanted
to change all the pages that use this template - I said yes. But
only the changes made to the sections NOT in the editable region
update!!!
Sidenote: I took a Dreamweaver class in August 2006 (fab!)
but went and had a baby and am now FINALLY sitting down to develop
a few new sites. Prior to that I was a self-taught FrontPage user
(ugh). Point is: I'm a novice Dreamweaver user (and rusty no less!)
so forgive me if I'm missing something REAL basic here!

On Thu, 28 Jun 2007 19:48:12 +0000 (UTC), "Datanomics"
<[email protected]> wrote:
>Doesn't that defeat the point of the template...? If I
create 20 pages based
>on a template and then decide to change the color of a
table that's in an
>editable region then I would have to go to all 20 pages
to change that
>table....?
No, changing the EDITABLE regions in the child pages would
defeat the
point of a template.
Look at it this way. The template manages all the stuff that
is NOT
in the editable regions. You put the site header, footer,
navigation,
sidebar, whatever doesn't change, into the areas that are NOT
editable.
The editable region sits as a container on each child page to
hold the
stuff that is unique to the page.
If you changed that container in the template and the change
propagated down to the child pages, you would immediately and
permanently LOSE ALL YOUR UNIQUE PAGE CONTENT.
However, if you were using CSS to style everything, then all
you would
have to do is change the colour in the CSS file - and no
matter where
the targeted piece is, it would reflect the change.
Win
Win Day, Wild Rose Websites
http://www.wildrosewebsites.com
[email protected]
Skype winifredday

Template editable region not working

I am using DW2004. I have a template with a number of editable regions. One region is causing me problems. When I apply the template to a page, the BeginEditable and EndEditable tags become editable themselves. Trying to save the page causes errors about saving changes to regions that cannot be edited.
The template has this editable region:
    

<div id="MainText">
      <div align="left">

        Main Text

    </div>
</div>
MainText is a CSS style
#MainText{float:right; width:565px; margin: 0 0 0 0; background-color:#ffffff;}
In the document after the template is applied, I get the following.
    

<div id="MainText">
<div align="left">

<table width="329" border="0" cellpadding="10">
Problem is the  can be changed. If I do a return after the "-->" the tag is no longer able to be changed. Same with the end editable tag. As soon as I go back to Design view, the code changes to become editable again.
At the moment I have around 150 screwed up pages after running a template update. Can anyone help?

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      <td width="75%"><h1 align="center">Project Interviewing Techniques </h1>
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      <td width="25%"><div align="center">First published March 08 <br>
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          <h4>Neville Turbit - Project Perfec</h4>
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      <td width="75%"><div align="center"><font size="-1"><a href="downloads/Info/info-project-interviewing-techniques.pdf">(Download pdf version)</a></font></div></td>
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<h2> Overview</h2>
<p> <span class="style15"><a href="pa.htm"><img src="images/pa_general/pa_advt_2.gif" alt="Get Organised with Project Administirator Software" width="250" height="150" border="0" align="right"></a></span>As a Project Manager, it is inevitable you will have to carry out project interviews. They might range from interviewing a candidate for a project team role, to interviewing a Sponsor about their expectations on a project. Rarely are people given training on interviews. It is just expected that like breathing, it comes naturally. </p>
<p>Nothing could be further from the truth. Interviewing is a technique, and as such it needs to be taught. Some people are naturals and some struggle. If you doubt there is skill involved, turn on your TV and watch a professional interviewer on a current affairs type program. In this article, we attempt to cover a few of the basics that will make you a better interviewer.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>My Experiences</h2>
<p>Many years ago I took over a role as Marketing Manager in a financial services organisation. The week I arrived, it became evident that the company had a big hole in their investment portfolio and investors were about to loose lots of money. If I had known before, I might not have taken the job. I was to suddenly have to face the media and break the news. I had never thought much about being interviewed in the past but suddenly it became a significant concern. </p>
<p>The company called in a specialist who would prepare me over a number of days to handle interviews. In our first mock interview he had me blabbering nonsense in about a minute. We then went back to basics and he spent a week teaching me about interviewing techniques. By the end of the week I was confident to face the media and get my message across in a way that did not cause a run on the institution, and gave investors confidence that if they stayed with the organisation, within a year their losses would be recouped. In fact the majority did stay, and they did get their money back.</p>
<p>While I was on the other side of the fence (the interviewee), I also had to learn more about interviewing than I ever expected there was to know. Here is a simple thing I was taught in the first hour or so. You can see it on TV every night. Invade personal space. </p>
<p>A reporter on TV who is standing beside a person being interviewed has to stand close so they both fit on the screen. Typically this involves being within less than half a metre (about a foot) from the person. You can use this to your advantage with someone who has not had the benefit of media training to make them feel uncomfortable. </p>
<p>Try it on a colleague. Ask them an awkward question while standing up close to them. You can see them squirm. Ask the same question across the room, and they may show mild discomfort but nothing like the level when you are up close to them. Also see what happens when the reporter is trying to make the person comfortable. They move further away. In fact they may want to make them relax by putting some space between them before getting up close and personal for the killer questions.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Open and Closed Interviews</h2>
<p>Interviews can be either “Open” or “Closed”. Usually interviews are a mixture of both. We will cover how each type of interview is carried out, and the pros and cons of “Open” versus “Closed”. Managing an Interview around “Open” and “Closed” questions is a key skill of the interviewer.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Definition - Open and Closed Questions</h2>
<p>An open interview is one where questions are not specific. They are open ended and designed to allow the person to cover a broad range of topics. As an example</p>
<p>“Tell me about sales?” is an open question.</p>
<p>“What were sales for your territory last month?” is a closed question.</p>
<p>The first question may take half an hour to answer. The second will probably take less than a minute.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Why use Open Questions</h2>
<p>It all depends on what you already know and what you need to know. If you are absolutely confident you are fully briefed on a topic, and there is only one fact you need to determine, a closed question is preferable. On the other hand, if your knowledge is sketchy, and you are not even sure what questions to ask, an open question is the way to go.</p>
<p>If your washing machine is broken and the repair man tells you the water pump is not working, you are unlikely to ask him is it the shaft is worn, impeller is split or motor burnt out? That would be a closed question and we probably don’t have the knowledge to ask it anyway (Incidentally I did make that up. I have no idea what else could break). We would ask an open question such as asking him to explain further. At that point he might explain it is the impeller broken because some coins got through the filter and jammed in the pump. You can then follow up with a more closed question about what that means to the repair and your wallet.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Essence of Open Questions</h2>
<p>The essence of open interview technique is - </p>
<ul>
    <li>Question move from the general to the specific and back to the general</li>
    <li>Much is deduced from listening and probing. A simple comment may indicate an important area to be explored</li>
    <li>There are often unforeseen topics raised. Some are relevant and some may not be relevant. You need to filter and quickly dismiss the ones that are not relevant</li>
</ul>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Tips for Open Questions</h2>
<p>Here are a number of tips for asking open questions</p>
<ul>
    <li>Think if the person can answer “yes” or “no”. If the answer is they can, it is not an open question</li>
</ul>
<ul>
    <li>If the person provides a wandering answer, or a ‘brain dump’ offer a summary of the question - let the interviewees confirm its accuracy. <br>
“If I understand what you are saying…” </li>
    <li>Allow ample opportunity for ‘and also’ issues to be raised at the end of the interview or afterwards. People answering open questions tend to remember facts as they go along.</li>
</ul>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Closed Interviews</h2>
<p>In using the opposite interview technique, closed interviews, you might ask </p>
<p>“For reporting of sales, I suppose the current breakdown by nation, state and category is OK, isn’t it?” </p>
<p>The question presumes and prompts a yes/no answer. It also offers a quick and easy interview, requiring minimum reflection and analysis.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font> </p>
<h2>Why Closed Questions</h2>
<p>As mentioned, closed interviews are useful when you are trying to find out one fact. You know precisely the question to ask and know the possible answers. They are also useful in clarifying facts in an open interview. As people cover topics broadly, you might grab one point and want to understand it more clearly. You want to drill down on a particular aspect. </p>
<p>For example, you asked a question on how effective current sales reports are. The person is giving you a full briefing on all the reports, and the implications. They mention the sales summary report. You might ask a closed question about who receives the report and why they are provided with a copy.</p>
<p>Closed questions allow you to drill down on a piece of information. It is more likely that closed questions will be more spontaneous than open questions. As the open question draws out the big picture, you want to closely examine bits of the picture with closed questions.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>On the Spot</h2>
<p>Closed questions can put people on the spot. They can almost sound like they were fired by the prosecutor in a trial. </p>
<p>“When did you first know the project was behind schedule?”</p>
<p>“How many resources can you give up to the project?”</p>
<p>The result is the same as in a trial. The person becomes defensive. They try to find a way out of any admission or commitment. A better approach is to use an open question that allows people room to manoeuvre or qualify their answer. You can tighten up the response with closed questions based around the answer.</p>
<p>“How did you first come to suspect the project may not be on track?”</p>
<p>“If we need people to assist, how would you be able to help?”</p>
<p>In both cases, an open ended question allows the person to answer without feeling threatened or ambushed. You avoid the instinctive “flight or fight”.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Information Gathering</h2>
<p>An interview is an information gathering exercise. That means that you, as the interviewer, are there to direct and listen. You know your own views. The interviewee does not necessarily need to know those views. While you are talking, you are not listening and the purpose of an interview is to find out information from the interviewee. Your role is to keep the ball rolling down the road.</p>
<p>There is an old saying that when carrying out an interview, you should “speak with your ears”. In other words, if you say something it should only be because you want to hear the answer.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Making people comfortable</h2>
<p>A technique used by television interviews is to ask a number of easy questions to relax the person before hitting them with the big one. </p>
<p>“So your name is Jim Brown? Lived here long Jim? Married with 2 kids I hear?”</p>
<p>Then</p>
<p>“So tell us about killing your mother in law with a chain saw.”</p>
<p>Use the relaxing questions to start your interview. If the person is at all apprehensive at the start of an interview, a few questions to loosen them up will help later in the discussion. </p>
<p>Imaging you are being interviewed and you are feeling a little nervous or unsure about the area under discussion. You might not even know exactly why you are being interviewed. If the person starts by explaining the purpose of the interview then asks a few easily answered questions, you start to relax and will become more likely to assist the person.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Follow the dots</h2>
<p>An agenda is a great tool, in most circumstances. If you are having a regular review meeting and have a range of regular topics to cover, an agenda is a great roadmap. Point 1; point2; point 3.</p>
<p>If on the other hand it is an open discussion, an agenda may be an impediment. The interviewee may want to talk about point 1 and 7 because he sees them as related. The discussion is roaming around the topic, and it might not fit into neat compartments. </p>
<p>In this case use the agenda as a checklist. It does not have to be strictly followed. It can be a list of topics you want to have covered by the end of the interview. As the interview draws to a close, go over the agenda and see if any points still need discussion. It takes some skill to treat an agenda as a set of boundaries rather than a roadmap. If you can develop those skills, the results can be excellent.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Summarising</h2>
<p>Sometimes people lose the thread of what they are saying. Their mind is wandering down a path and they forget where they have been or are going. It is useful to sometimes stop and summarise what you think has been said. It is double purposed. Firstly it confirms what has been said, and secondly it re-focuses the person.</p>
<p align="center"><font face="trebuchet ms, arial, helvetica" color="#006666"><img src="images/miscellaneous/dividing_line.gif" width="300" height="10"></font></p>
<h2>Active Listening</h2>
<p>It is a fact that most people want to be listened to. It is important to feel that the person is mentally still with us as we speak. The occasional nod of the head or confirmation of a point helps people feel their comments are valued. Be sure to respond to people or they will stop contributing and want to terminate the interview. Writing things down will assist in convincing people their input is of value.</p>
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<h2>Answer the Question</h2>
<p>Watch a politician answer a question, and you will often find they don’t answer the question. Techniques include:</p>
<ul>
    <li>“That is a good point but before I answer that let me say…” and of course they never get back to the question</li>
    <li>“I want to make three points…” none of which are relevant to the question</li>
    <li>“Why would you ask me that?” In other words, let’s argue about whether you should ask the question rather than try and answer it.</li>
</ul>
<p>If you cannot get an answer to a question, try to understand why the person is uncomfortable to provide an answer. It may just be that they forgot the original question and went off on a different track. On the other hand they may well have something they don’t want to tell you. Sometimes understanding the reason for not answering in fact answers the question.</p>
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<h2>Body Language</h2>
<p>Very few people can hide body language. You do not have to be an expert to read it as we all do to some extent. The eyes looking around the room for an answer; folded arms in a defensive position; legs crossed towards you for trust and away for mistrust. There are many articles on body language and a bit of research can help you read what is not being said.</p>
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<h2>Independent Interviewer</h2>
<p>As a consultant I have been amazed some times at what people have told me. Even though it might not be attributed to them in a report, people often say things to an outsider they would never say to their peers.</p>
<p>I remember one project review where the project manager was scathing in his remarks about the steering committee. He had never expressed his thoughts to them but told me. On investigation I had to agree with his comments and put it in the report. One of the steering committee members came up to me afterwards and asked me why the project manager never expressed his concerns to the committee?</p>
<p> Sometimes it is useful to use an outside party for interviews as they are usually seen as coming to the situation without a bias. If not independent, they are usually viewed as not coming to support any entrenched point of view. In fact, from a consultant credibility point of view, it does you no good to go into an organisation to reinforce a particular person’s case if you do not believe it to be valid. I usually tell people in that situation that I do investigation, not lobbying. </p>
<p>Several years ago I did a PIR for a company and managed to upset the executive management team by pointing out their lack of support and the failures that followed. Although I had done considerable work for the organisation I was not invited back to do any more work for a couple of years. When I was invited back, I found most of the people I had been critical of had moved on. I was invited back because the person who now wanted work done was impressed with my fairness and impartiality from years before. He had remembered me and now needed the same sort of review done without someone pushing a particular point of view. What goes around comes around.</p>
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<h2>Conclusion</h2>
<p><font color="#006666" face="trebuchet ms, arial, helvetica"><a href="pa.htm"><img src="images/pa_general/pa_advert.gif" alt="project management software" width="250" height="100" border="0" align="left"></a></font>It is surprising how many people think an interview is just a fireside chat. The dynamics are far more complex. Think about your own interviewing technique and use some of these ideas to improve it. It is particularly important for your career path as you sometimes have to interview senior managers. The interview is often the only real exposure you have for them to form an opinion of you. If a promotion comes up and you have just bungled your way through a poor interview with a senior manager, your chances of getting a promotion are low. On the other hand if you have managed to direct the interview in a manner that impressed the manager, your chances are enhanced.</p>
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