1:: Project Launch
This phase begins after the project has been sold. Its purpose is to set the strategy and logistics for the project.
Pre-Sale Alignment Meeting (PSAM)
DORIS meets with leaders to determine goals for the project and sets priorities for what leaders ...
Schedule Alignment Meeting
Purpose Convene client leaders + decision-makers with the DORIS team to better understand their ...
Prepare agenda and materials for meeting
Purpose To introduce how DORIS works to a prospective client, see how DORIS might help the organ...
Alignment Meeting Dry Run: Final Prep with Sales Lead
Purpose Ensure Ops and Sales are aligned about the goal of the meeting and establish roles. ...
Conduct Alignment Meeting
Purpose DORIS collects client data to show organization leadership how data becomes a deliverab...
Debrief with DORIS team
Purpose Update the DORIS team on how the meeting went. Responsible Party Project Lead Direct...
Create Alignment Meeting Project in Ops Logistics
Purpose Creating the project in Ops Logistics allows the Ops Team to incorporate its related tas...
Scoping Document (Deliverable)
The Scoping Document summarizes the Alignment Meeting and provides the client with a roadmap for ...
Project Alignment Meeting (PAM)
Some projects begin without a PSAM (Pre-Sale Alignment Meeting). However, an Alignment Meeting is...
Internal Prep
All internal preparation required to set up the project
Write research questions
Purpose Research questions drive the strategy of any research project. They narrow the client's ...
Sales to Project Team Handoff meeting
Purpose This meeting convenes client leaders + decision-makers with the DORIS Ops team to better...
Create and edit project charter
Purpose The project charter delineates the project's scope, stakeholders, roles, and detailed in...
Set up Project Timeline in Ops Logistics
Purpose A project timeline is vital for managing a project and ensuring it's completed on time. ...
Write + make the Delimitations Document
Purpose The Research Scope and Delimitations document outlines the boundaries of a research proj...
Create project resources
Purpose Technology resources are needed to support all DORIS projects, from time tracking to fil...
Send Project Launch Comm content to client liaison
Navigate to the Project Launch Comm for the SOP and template language.