Send Kickoff Follow up / Interview Sign Up Email
Purpose
Provides context for who DORIS is and the project, contains the interview sign-up link, and provides dates on when the survey and/or usability study will take place.
Responsible Party
Data Analyst
Interdependencies
- Kickoff meetings are complete Interview dates have been finalized.
- A Calendly link for interview sign-up has been created.
Directions
- The Data Analyst uses the template email language and updates with project specifics (organization name, purpose of the project, dates, Calendly links, etc.)
- Data Analyst sends email text to the
ProjectPvroject Lead for edits/approval. - Make necessary
editsedits. - Data Analyst sends to Ops Logistics Manager to forward to client liaison for approval.
- If there is liaison feedback, Data Analyst makes necessary edits.
- Send the email to participants using Google mailmerge.