Pre-Sale Alignment Meeting (PSAM)
DORIS meets with leaders to determine goals for the project and sets priorities for what leaders want to learn from research.
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...