Project Basics (Deliverable)

Purpose

The ProjectScoping Basics documentDocument summarizes the Project Alignment meeting and sets the strategy for DORIS's research throughout the project. It serves as a promise to the client and a roadmap for the Ops Team.

Responsible Party

Who does the task?
Example: Sales Lead

Interdependencies

What has to happen before and after this task?

Example:

• The ResearchSales AssociateLead createsshould thehave Projectengaged Basics document.

It is delivered towith the client withinand onevetted weektheir offit thefor Project Alignment Meeting.

Start

Preparea project alignmentbefore data

scheduling.

Transcribe the

This meeting datahappens into a Sheet or Mural (as needed). 

For Mural, use one sticky note per post it.  For Sheets, use one cell for each post it.

Sheets Project Alignment Data Analysis Template (do not edit)

Mural PA Data Analysis Template (do not edit)

---

Plan

Analyze + synthesize project alignment data

Within each section, affinity group the data. This is done by clustering the pieces of data from each question posed in Project Alignment into subcategories in order to synthesize it. 

The outcome should be:

A revised/updated fuzzy situation statement  Top 3-5 project expectations  Top 5-8 indicators of success atnear the end of the projectsales process. After the meeting is scheduled, the Ops Team can prepare to conduct the meeting.

Directions

Example:

The Sales Lead meets with the VP of Operations to identify who on the Ops Team is available to facilitate the Alignment Meeting. The Sales Lead communicates with the client to find a time when the client leaders and DORIS representatives are available. 

Duration: 90 minutes Location: In-person at the client site is preferred Attendees: Client leadership team including final decision-maker, DORIS Sales Lead, DORIS Ops Rep (to facilitate) TopThe 8-10 questions you will answer during the project  Any questions leadership asked that are out of scope

Write Project Basics content

Follow the template to create a draft of the Project Basics document

Project Basics Content Template

Gate: Have the ProjectSales Lead reviewinvites andall approve the content

Make any needed revisions before making the final document

---

Execute + Monitor

Make Project Basics document

Transfer the content into the Project Basics InDesign template Send the documentattendees to the projectmeeting leador andasks atthe leastclient oneto otherinvite both DORIS team member for copyediting and review. Make edits. Tell the project lead when all edits have been incorporated, and export the InDesign file as a PDF. Upload the PDF fileattendees to the project's Box file under Organization > 1 - Project Launch meeting. SendThe Sales Lead updates the linkOps toManager once the Projectmeeting Leadis confirmed

Project Basics InDesign template

---

Finish

Send the Project Basics Document

Resources

The Operations Manager sends the Project Basics documentLink to thetemplates, client liaison and the executive contact (if needed). 

Example email message to liaison

Subject: DORIS :: Project Basics
To: Liaisonetc.

Here is the Project Basics document, the recap from our leadership meeting. Can you please send it to the rest of the team with a version of the message below? Let me know if you have any questions.

Thanks,
Example:

----
Hello, 
As promised, here is DORIS's summary of the discussion at last week's ProjectPre-sale Alignment meeting.Meeting OnAnalysis the second page, you will find the research questions they identified. These are not the questions DORIS will ask in the interview but rather high-level questions that help identify what to ask in the interview and survey. Tool

Please review and send any feedback to ____ (___@dorisresearch.com) by the end of the week.