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Send Kickoff Follow 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 is going to take place.

Responsible Party

Research Associate

Interdependencies

  • Kickoff meetings are complete Interview dates have been finalized.
  • A Calendly link has been created. 
Directions

Example:

  1. The Research Associate uses the template email language and updates with project specifics (organization name, purpose of the project, dates, Calendly links, etc.)
  2. Data Analyst sends email text to the Project Lead for edits/approval. 
  3. Make necessary edits
  4. Send the email to participants using Google mailmerge. 
Resources

Creating a Google mailmerge - Scribe