Before you say yes
Preparing

Before you say yes: what to ask a reporter, and the ground rules

What to ask before you agree, how to check the reporter, whose voice you speak in, and the ground rules to settle out loud before you say a word.

Start here Essentials

At minimum, ask four questions, check the reporter, decide whose voice you speak in, and answer with a yes and a time, a referral, a written statement or a no. Everything marked Go deeper can wait.

  1. Ask the four questions and write the answers on the request sheet: what the story is about, which outlet and audience, the deadline, and the format with live or recorded (ask before you agree, request sheet).
  2. Check the reporter through the outlet's main number or website, not through the contact details in the message (check who is calling).
  3. Decide which voice you speak in: your own, your expertise or an organization's. If it is an organization's, call its media contact before you agree (whose voice).
  4. Reply with a yes and a time, a referral, a written statement or a no (decide and reply).
  5. Treat every word as on the record, starting with the first (ground rules).

Minimum time: about 20 minutes, plus the reply. Done when: the request sheet shows the reporter, outlet, story, deadline and format, and a decision with a time.

1. Ask before you agree Understand

A request for an interview is a question, not a commitment. You can ask what you need to know, take time to answer, and say no. Terms in this chapter are collected in the glossary.

SciLine, a service of the American Association for the Advancement of Science (AAAS) that helps scientists work with reporters, tells its readers to ask four things every time: what the story is about, which outlet and audience, the deadline, and the format (SciLine, Five tips for scientists handling media requests). The Centers for Disease Control and Prevention (CDC) chapter for official spokespeople adds who else is being interviewed, whether the call is recorded, when and where the piece will run, and how to reach the reporter again (CDC, Crisis and Emergency Risk Communication manual, Spokesperson chapter, 2014). The request sheet holds all nine questions. Guidance

The nine questions on the request sheet
AskWhy it matters
What is the story about? Can you share some of the questions?You learn whether you are the right person and what to prepare. Ask for the topic and the kinds of questions, not a script.
Which outlet is it, and who is its audience?Your main points builds your message for that audience. SciLine says national, specialty and local outlets have different audiences and aims.
What is the deadline, and can it move?A deadline an hour away calls for a different plan than one next week. Some reporters have room to move a call by a few hours.
What is the format: phone, email, in person or video?The format decides what you prepare. Print and online, Radio and podcasts and Video and TV cover print, audio and video.
Is it live, live-to-tape or recorded (radio and TV)?Live leaves no second try. Recorded interviews are edited, and you can often ask to redo an answer.
Who else is being interviewed?It shows what the reporter has heard already and who may disagree with you.
Is the call recorded?It tells you whether your words can be played back later, and whether to record your side (see Go deeper).
When and where will it run?The reporter may not know. NC State's media office notes that most reporters will not know when a story runs, because editors decide.
What number can I call back?It lets you take a few minutes, and it gives you a way to check the reporter.

Ask for the topic, not the script

SciLine suggests asking whether the reporter can share some questions in advance. Two large newsrooms say what to expect. The Associated Press (AP) does not give full lists of questions in advance (AP, Statement of News Values and Principles), and NPR avoids submitting questions in advance unless a senior manager approves, and says so in the story if it does (NPR Ethics Handbook, Independence). So ask, "What is the angle, and what kinds of questions should I expect?" A reporter who answers in a sentence has given you enough to prepare. One outlet's policy

Ask for a few minutes

If a reporter calls without warning, you do not have to answer on the spot. NC State's media office tells faculty to ask for a few minutes to collect their thoughts when a reporter calls unexpectedly (NC State News Services, Faculty Support). The CDC chapter says to get the reporter's name and outlet, a phone number and an email, and to call back. A sentence that works: "I want to give you a useful answer. Can I call you back in 20 minutes?" Get the number before you hang up, and call at the time you named. Convention

Check who is calling

The CDC chapter says you may call back to verify who a reporter is. The Oregon Department of Justice, in tips for people who experience bias crimes and are contacted by the media, says to verify the reporter's affiliation and ask what the story is for (Oregon Department of Justice, Tips for Bias Crime Victims Interacting with the Media). The same tips warn that bloggers, podcasters and other outlets may clip and spin a statement. To check:

  1. Find the outlet's own contact details. Use the main number or newsroom page on its website, not the number or link in the message.
  2. Ask for the reporter by name. Or find the reporter's page or recent articles on the outlet's site and compare the name and email.
  3. Ask what the story is for. A news story, a podcast episode, a newsletter and a social video are different products with different audiences.
  4. Write what you did in the "How I checked who they are" field of the request sheet.

The check shows that the person works for the outlet. It does not show that the story will be fair or that your answers will be used in full. An outlet you cannot find anywhere is a reason to ask more questions before you decide.

What reporters' own codes say

Journalists publish codes of ethics. The Society of Professional Journalists (SPJ) revised its code on October 4, 2026, and the code describes itself as not a set of rules, so no one can enforce it. NPR's ethics handbook asks its staff to take extra care with people who are less used to the media, and says a homeowner deserves a few extra minutes before taping starts (NPR Ethics Handbook, Respect). The Radio Television Digital News Association (RTDNA) code asks broadcast journalists to give special consideration to people inexperienced with American media (RTDNA Code of Ethics). These codes show what you can reasonably ask for. They are voluntary, and a reporter who falls short of one has not broken a law.

2. Whose voice you speak in

Before you agree, decide which of three voices you will use. Each carries different permissions.

Three voices, and what to settle for each
VoiceYou saySettle first
Your own experience"I run a tool library." "I saw the crash." "My son was hurt."Whether anything you say could affect a job, a contract, a claim or a case. If so, ask the office or person who settles it.
Your expertise"As a hydrologist, I can tell you what we know about algal blooms."Whether your employer has a media policy, and whether you may speak about your work without checking first.
An organization"The bakery's position is..." "Our board decided..."Who is authorized to speak for the organization, and whether that is you.

Universities show the line clearly. The University of Colorado system says faculty, staff and students may speak with the media, and should make clear whether they speak from academic expertise or personal experience, not on behalf of the university (University of Colorado, Media Contacts). The University of Connecticut's policy says only the president or the vice president for communications may authorize speaking on the university's behalf, expects professional staff contacted by media to notify University Communications, and says it does not restrict employees' personal opinions on matters of public concern (University of Connecticut, Media and Mass Communication, Policy on). A US Geological Survey policy describes employees speaking in a personal capacity with a disclaimer that the views are their own. Employers differ, and these are three examples. One institution's policy

Say the voice to the reporter in a sentence, early: "I'm speaking for myself as a volunteer, not for the library board." "I can talk about my research. I'm not speaking for the university." If you do not say which voice you are using, the reporter chooses a description for you.

Who to ask

If you speak for an organization, or if your employer has a media policy, ask before you agree. Look for a communications office, a public information officer, a media contact on the employer's website, or your supervisor. NC State asks faculty and staff to contact News Services before responding to media. Ask the contact two things: who is authorized to speak, and whether you may speak. Write the person's name or office in the "OK from" field of the request sheet. Ask the authority

Some group speech by employees about working conditions is legally protected. The National Labor Relations Board (NLRB) describes federal protection for employees who act together to improve working conditions, and gives the example of poultry workers who were fired after telling their story to a local newspaper (NLRB, Protected Concerted Activity). Whether that protection covers you is a question for a lawyer or the NLRB.

Limits

This manual does not say whether your employer's policy, a contract or labor law allows you to speak. Your organization's communications office answers the policy question, and a lawyer or the NLRB answers the legal one. This manual also does not decide whether a pending investigation, inspection or court case makes speaking unwise. The investigator, the prosecutor's victim advocate or a lawyer answers that. Finishing this chapter means you have asked the right people, not that you have their answer.

3. Ground rules: on the record and the other terms

The ground rules are the terms under which a reporter may use what you say. They are set before you say anything. This manual teaches one default and one way to change it.

The default: everything is on the record. On the record means the reporter may quote you by name. SciLine says the default is that anything you say may be quoted and attributed to you (SciLine, Five tips for scientists speaking to reporters). The University of Texas at San Antonio (UTSA) says talk before and after the interview counts too (UTSA, Preparing for a media interview). AP and The Washington Post both begin interviews presuming they are on the record, and the Post adds that inexperienced sources should know they are talking to a reporter and should not be surprised to see themselves quoted. Our default

Changing the terms takes the reporter's yes first. Poynter, a journalism nonprofit, describes the order: the source asks, the reporter agrees or refuses, and only then does the source decide whether to share (Poynter, 'On background' is common journalism lingo). It reports a case in which a newsletter published an email marked "OFF THE RECORD" because the reporter had not agreed to the label. A public-radio reporter on a SciLine panel said the same: saying the words mid-answer does not make it so (SciLine, Ask a Reporter Anything). Agreement first

The terms, as one outlet defines them

The words below have no single meaning across newsrooms. This table gives AP's definitions so you can see what the vocabulary tries to do. In a real conversation, use plain words and settle the meaning before you speak.

Ground-rule terms as AP defines them (one outlet's usage)
TermAP's meaning
On the recordThe reporter can use the information and quote the source by name.
Off the recordThe information is not for publication. AP adds that it may still try to confirm the same fact from other sources.
BackgroundThe information can be published under conditions negotiated with the source, usually without a name but with a description of the source's position.
Deep backgroundThe information can be used without attribution; the source is not identified in any way.

AP itself says that people understand "off the record" and "on background" differently, and it requires a discussion that sets the ground rules explicitly before any interview where anonymity is expected (AP, News Values and Principles: Telling the Story). One outlet's policy The Post, Poynter and the CDC chapter use some of the words differently, and the side-by-side is under Go deeper.

How to ask for a condition

  1. Say the condition before you share the information. "Before I tell you this, I need it to be unattributed."
  2. Use plain words, not the labels. "You can use this, but not my name or my job title."
  3. Wait for a yes in words. "Yes" or "agreed" settles it. Silence, "okay, go ahead" without the terms, or a change of subject does not.
  4. If the reporter says no, decide whether to say it. You can stop, change the subject or offer something you are comfortable seeing in print under your name.

The Post says a quote that has been given on the record stays there: a source may add to a quote, but may not change the terms after the fact (one outlet's policy). Once you say something, the terms are the ones you agreed to before saying it.

Caution

The arrangement called "off the record" exists. AP, the Post and NPR all define it and say they honor it when they have agreed to it. The words still vary by outlet, and they count only if the reporter agrees before you speak. A first-time interviewee should not rely on them. If seeing something in print would harm you, the safest course is to leave it out of the interview.

If you record

You can record your own interview. The CDC chapter says you may record sensitive interviews yourself, provided the reporter knows. Say so aloud at the start: "I'm recording this on my phone so I have an accurate copy." Recording laws vary by state, and some states require everyone's consent. This manual does not give legal advice about recording. The Reporters Committee for Freedom of the Press publishes a state-by-state guide (see Go deeper). Varies by state

4. Decide and reply

You now have the answers to the nine questions, a checked reporter, a voice and the ground rules. Choose one of four replies. SciLine says to reply quickly even if you decline, because reporters on deadline move on to the next person.

Four replies
ReplyIt fits whenA line to start from (fictional wording)
Yes, with a timeYou are the right person, you have cleared permission if you need it, and you can prepare in the time you have."Yes. Thursday at 10 works. I'll have my numbers in front of me."
ReferSomeone else knows more or is authorized to speak. SciLine says to ask the colleague first before giving out their contact details."I'm not the best person for this. I'm asking a colleague whether she is willing, and I'll send her details within the hour if she is."
Written statementMany reporters are asking the same thing, or you need to check facts before you say anything. SciLine suggests writing one statement with your name and title as you want them to appear."I'll send a written statement by 3 p.m. today. It will say what we know and what we are checking."
DeclineYou are not the right person, you have not been cleared to speak, or the topic is one you cannot discuss."Thank you for asking. I'm not able to do this interview."

Two points about declining. A short, polite reply is enough; you do not have to give a reason. And declining does not stop the story. AP says it makes significant efforts to reach people a story shows in a negative way and, if it cannot reach them, says what it tried, so a story may note that someone declined or could not be reached. Typical practice

If you are unsure, ask for time and give a specific moment when you will answer: "I'll tell you by 2 p.m." Then keep it.

Caution

If the story involves a crime, an injury, an inspection, an investigation or a lawsuit, ask the investigator, the prosecutor's victim advocate or a lawyer before you answer. Oregon's Department of Justice says that what you say to the media is public and permanent, and that even a slight inconsistency may hurt a later legal case. This manual does not give legal advice and cannot tell you whether speaking would affect your case.

Go deeper

The ground-rule terms side by side

This table shows why this manual teaches plain words and agreement first, not any single outlet's glossary.

What each source says (read 2026-10-18)
TermAPThe Washington PostPoynterCDC spokesperson chapter
BackgroundPublishable under negotiated conditions, usually without a nameSame as "not for attribution": the words can be quoted, attributed to a descriptionUsable but not tied to a named person; agree before sharingDoes not mean you will not be quoted or identified
Deep backgroundUsable with no attributionUsable but not attributed; the Post tries to avoid itNot definedDoes not mean you will not be identified
Off the recordNot published; AP may pursue the same fact elsewhereTraditionally not published or used in further reporting; the Post often prefers not to hear itAn agreement reached before you share, in a sequenceSays there is no such thing

The first three columns are an outlet's or a writer's account of newsroom practice. The CDC chapter is advice to agency spokespeople, written in 2014. The Oregon Department of Justice tips take a different line from both: they say you can mark parts of a statement off the record. SciLine's tips tell scientists to avoid the phrase because reporters read it differently, and NC State's media office says there is no such thing. The sources agree on one point: ask, and get a yes, before you speak. The Post's page was read from an archived copy on 2026-10-18 because the live page blocks automated requests, so this manual does not link it.

Embargoes

An embargo is a date and time before which reporters who agreed may not publish, in exchange for early access. The owner of the content sets it, such as a journal or a meeting organizer. If you are a researcher with a paper, a launch date or a hearing, your institution or the journal may already have set one. EurekAlert!, AAAS's news service, says registered reporters agree not to release embargoed news early, and a breach can suspend access for the reporter's whole news organization (EurekAlert! Embargo Agreement). An embargo is a voluntary agreement: a reporter who has not agreed to one is not bound by it.

Quote approval, and why most outlets refuse it

Sources sometimes ask to approve their quotes. In 2012 The New York Times told reporters to refuse a source who demands, as a condition of an interview, to review, approve or edit quotes afterward (Poynter, The New York Times bans quote approval). AP, Reuters, NPR and the Post also refuse pre-publication review of stories, and several allow a reporter to check facts or read a quote back, at the reporter's choice. How a story gets made covers what review you can ask for. Asking "Would you be willing to read my quotes back to me?" is different from demanding approval.

Doorsteps and ambushes

A doorstep is an interview or recording attempt without warning, such as a camera crew outside your door. The Ethics AdviceLine for Journalists says that ambush interviews usually are not how journalists work, and that reporters ordinarily identify themselves and make clear that remarks are on the record (Ethics AdviceLine, Times Public Editor Blasts Sneak Interview). The BBC, a UK broadcaster, normally approves a doorstep only when there is a public interest and the person has refused or ignored earlier requests (BBC Editorial Guidelines, Privacy). The BBC is a comparison, not a US rule. Hard and unexpected questions gives a short line for a doorstep.

Recording laws

Federal law requires at least one party's consent to record a conversation, and states may require more. The Reporters Committee for Freedom of the Press lists about 11 states that primarily require all parties' consent, and says a recording device in plain view, or a warning that continues to be accepted, generally counts as implied consent (Reporters Committee, Introduction to the Reporter's Recording Guide). Its state-by-state guide says it does not replace a lawyer's advice, since many of these laws carry criminal penalties. Calls across state lines can bring in the stricter state's law. Saying aloud at the start that you are recording is the practice the Reporters Committee describes as best.

5. See it See it

Fictional example

Dana Ruiz's Wednesday. Everything here is invented: the people, the newspaper (the Miami Valley Courier, a fictional paper with a website) and the quotes. Dana Ruiz, 44, runs the Eastside Tool Library from her garage in Dayton, Ohio. She lends 410 tools to 260 registered members and opens Saturday mornings. She has no organization, board or press office. On Wednesday a reporter, Jen Albrecht, emails.

From: Jen Albrecht, Miami Valley Courier Subject: Interview request: neighbors sharing instead of buying Hi Dana, I'm writing a story on neighbors sharing instead of buying and would like 15 minutes by phone with you tomorrow (Thursday) at 10 a.m. My deadline is 5 p.m. Thursday. A photographer may come out Saturday.

Dana does not reply yet. She reads the email twice and fills in the request sheet.

Dana's request sheet, Wednesday afternoon (fictional)
QuestionStatusWhat she writesWho settles it
Reporter, outlet, storyKnownJen Albrecht, Miami Valley Courier, "neighbors sharing instead of buying"The email
Deadline and timeKnownThursday 10 a.m., 15 minutes; deadline Thursday 5 p.m.The email
Who the reporter isCheckedDana calls the paper's main number from its website and asks the newsroom for Jen by name. They confirm Jen works there, and Dana finds Jen's articles on the paper's siteThe paper's own listing
VoiceKnownHerself. She has no organization, so there is no permission to ask forDana
Format and live or tapedAssumedPhone. She assumes the call is for a print and online story, not audioJen; Dana asks in her reply
Photographer on SaturdayOpenShe assumes Saturday means the library's open hoursJen; Dana asks which time
Street address in the storyOpenDana would rather it was left outThe paper decides; Dana asks Jen to leave it out
Whether 260 members is currentOpenHer sign-up sheet says 260Dana, by counting the sheet before the call (Your main points)

Dana's reply goes out Wednesday evening, in a few sentences.

Hi Jen, yes. Thursday at 10 works for a 15-minute call. Two questions so I can prepare: is the story for the Courier's website and print, and what time on Saturday would the photographer like to come? The library is open Saturday mornings. Please leave out my home address; the library is in my garage. Thanks, Dana

Under these assumptions, Dana has a yes with a time, and her reply asks the open questions. Two facts stay open until Jen answers: what time the photographer comes, and whether the paper leaves out the address. Neither blocks the interview. If Jen says the call is recorded, Dana says at the start that she is recording her side too.

Fictional example

Dr. Lena Ostrowski: whose voice? Lena Ostrowski, 51, a hydrologist at Kettle River State University in Minnesota (a fictional university), studies algal blooms. After a bloom closes the beach at Pine Hollow Lake (a fictional lake), Lakes 7 News (a fictional TV station) asks for a live remote interview on its 6 p.m. news. Known: she can talk about her own data. Open: whether she may speak for the university or only from her expertise. The university's media relations office settles that under its policy. Lena calls the office first, and tells the station she will say "as a researcher, not on behalf of the university" unless the office says otherwise.

Fictional example

Marcus Bell: a written statement. Marcus Bell, 38, owns Bell's Bakery, two shops in Harlan Falls, Pennsylvania (a fictional town). A county inspection found a walk-in cooler at 47 degrees F (invented figures), and the Main Street shop closed for a day. The Harlan Falls Ledger (a fictional paper) emails asking for comment. Open: what the inspection report says. The health department settles that. Marcus replies that he will send a written statement by 3 p.m., once he has read the report. A written statement buys time without a refusal.

Newsrooms publish how they describe their own handling of sources. These two pages show what reporters are told, and so what you can reasonably expect:

6. Practice Practice

Minimum: write the four questions and their answers on the request sheet for one real or practice request, check the reporter, and write a reply with a time. Time: about 30 minutes. Materials: a phone, the request sheet and the reporter's message. If you do not have a real request, use Dana's email above and answer as though it came to you.

  1. Open the request sheet and fill in the reporter, outlet, story, audience, deadline, format and live-or-taped fields from the message. Leave a field blank if the message does not say.
  2. Write the questions you still need answered on the "What I asked" list. Put the answer next to each one as you get it.
  3. Check the reporter by the steps in the check section, and write what you did.
  4. Choose your voice. If you speak for an organization or have an employer's policy to check, write the person or office you will ask, and ask before you reply.
  5. Choose a reply and write it in four sentences or fewer, with a time in it. Read it aloud once.
  6. Write the sentence you will say at the start of the interview: which voice you speak in and, if you record, that you are recording.

Work goes into the request sheet and the "What I asked" list, which are the essential sheets for this chapter. The ground rules checklist is optional on a first pass.

Go deeper

Second pass. Take a request you declined or passed on, and rewrite your reply using each of the other three replies. Notice which words changed. This takes about 15 minutes and uses the same sheet.

7. Your interview Your interview

8. Check your work Check your work

Criteria

  • Does the request sheet show the reporter, outlet, story, audience, deadline and format?
  • Did you ask for the topic and the kind of questions, not a script?
  • Did you check the reporter through the outlet, and write how?
  • Can you say in one sentence which voice you speak in?
  • If the voice is an organization's, or your employer has a policy, did you ask the person or office who settles it?
  • Does your reply include a time you can keep?
  • Did you treat everything as on the record, and agree any other terms before you said anything?

Worked example

Dana's sheet on Wednesday evening (fictional) has a reporter, outlet, story, deadline and format, and her reply is a yes with a time. The photographer's time and the address question are still open, and the sheet labels them that way. Her voice is her own, so she asked no one for permission. She wrote down how she checked Jen: the paper's main number and Jen's articles. She planned the sentence she will say at the start of the call: "I'm Dana Ruiz, and I run the Eastside Tool Library. I'm speaking for myself." Against the criteria she meets all seven, with two facts open and named.

Common mistakes

  • Agreeing on the first call, while the reporter waits. You can ask for a few minutes. Notice it when you hear yourself say "sure" before you have written the deadline.
  • Checking the reporter with the number in the email. Notice it when your only evidence is the message itself.
  • Saying "off the record" in the middle of a sentence. Notice it when you think "you can't use that." Agree before you speak, or leave it out.
  • Leaving the voice unsaid. Notice it when a reporter might describe you as "a spokesperson" and you are not one.
  • Assuming a policy covers you, or does not. Notice it when you cannot name the person you asked.

What is still unresolved

This chapter does not settle what the story will say, how your words will be used, or whether your employer's policy applies to you. The outlet settles the first two, and How a story gets made explains how a story is made. The communications office, a lawyer or the NLRB settle the third. Your main points builds the main point you will use once you have said yes.

9. Knowledge check and scenario

A reporter says, "This is off the record, but..." in the middle of an answer. Under our default, what is on the record?
Everything. The default is that all of it can be quoted, including what comes before and after. A term other than on the record counts only if the reporter agreed to it before you spoke. You could say, "I haven't agreed to that, so please treat what I've said as on the record," and then decide whether to continue.
Why use the outlet's main number to check a reporter instead of the number in the email?
The number in the email comes from the person you are checking. The outlet's main number comes from the outlet. A call through it shows that the person works there. It does not show that the story will be fair.
You are a nurse and a reporter asks for your view on a hospital's visiting policy. Which voice are you using, and whom do you ask?
If you speak about the policy as the hospital's position, you are using the organization's voice, and the hospital's communications or media contact settles whether you may. If you speak from your own experience, you are using your own voice, but your employer's media policy may still apply. A lawyer or the NLRB answers whether labor law protects any group speech about working conditions. Ask before you agree.
What is the difference between asking for the topic and asking for the script?
The topic and the kinds of questions let you prepare. AP does not give full lists of questions in advance, and NPR avoids it. Asking for a script may get a refusal and costs goodwill. Asking for the angle usually gets a quick answer.
(Go deeper) Why does an embargo bind one reporter and not another?
It is a voluntary agreement. A reporter who agreed to it did so usually in exchange for early access. A reporter who did not agree to the embargo is not bound by it, in the same way that a reporter who did not agree to "off the record" is not bound.
At 9:10 a.m. a producer from a local TV station calls. She wants a comment on the town's new park from you, a volunteer who coordinates for a nonprofit with a board and a media policy. She needs it by noon. What do you do?
This skips every question. You do not know the story, the audience or whether it is live, and you have not checked whether the nonprofit's policy lets you speak. A sentence on the phone is on the record and can be used as given.
This is the sound path. You get the details, check the producer through the station, and ask the person who settles the policy question, all within the noon deadline. It still leaves open what the board contact says, and whether the story needs you.
Declining is a legitimate reply, and a short polite one is better than silence. The tradeoff is that you did not find out whether the board contact would have welcomed the request. A quick call to the contact first keeps that choice open.

Checklist

Records your learning only; it is not a qualification.