3 :: Challenge Seeking
This phase examines the current state of the organization or problem space. It includes all of the data collection methods that aim to uncover current challenges.
Develop Challenge Seeking method protocols
Purpose Ensure that data collection is appropriately aligned with the research questions and pa...
Interviews
DORIS researchers conduct one-on-one interviews with stakeholders. The interviews aim to gather i...
Confirm interview dates + create an interview schedule
Purpose The Operations Manager confirms the interview dates with the liaison and creates the int...
Determine if Interviewers will be contractors or internal
Purpose Decide who will be doing the interviews + inform them. Responsible Party Ops Manager...
Determine how participants will sign up and participate in interviews
Purpose The Operations Manager engages with the project liaison to understand the organization's...
Link Calendly to Participant List
Purpose Automate updating the Master List when interviews are scheduled in Calendly. Each new Ca...
Review the interview/survey protocol document
Purpose To ensure the survey is error-free and is answering Leadership Questions Responsible Pa...
Establish and launch the participant interview sign-up process
Purpose Create the sign-up link for stakeholders to sign up for interviews. Responsible Party ...
Building and Editing Interview Content
Purpose To ensure the interview is error-free and the display logic works correctly (if applicab...
Uploading Participant List to Question Pro
Purpose To upload participant contact information into QuestionPro (QP) for the distribution of ...
Create interview links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the...
Create Interviewer Packet
Purpose To provide interviewers with a single, easy-to-use reference for each client project. Th...
Conduct Interviews - Virtually
Purpose To collect qualitative and quantitative data. Virtual interviews are the standard method...
Conduct Interviews In-person
Purpose Getting interview data from participants who don't use virtual tools. Responsible Part...
Send Interview Sign Up Reminder (repeat as needed)
Purpose Remind stakeholders to sign up for interviews. Responsible Party Research Associate, D...
Interview Debrief
Purpose The purpose of the interview debrief is to glean as much knowledge as possible from the ...
Closing an Interview in QuestionPro
Purpose Closing the interview disallows people to submit responses after the end date. Respons...
Surveys
Build and edit survey protocol into Question Pro
Responsible Party Research Associate, Data Analyst, and Project Strategist (executes build) L...
Create survey links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the...
Send survey launch comm to participants
Purpose Participants have access to survey link. Responsible Party Data Analyst Interdepende...
Send Survey Reminder Email
Purpose To boost participant numbers. Responsible Party Data Analyst Interdependencies The ...
Close Survey in QuestionPro
Purpose Closing the survey disallows people to submit responses after the end date. Responsibl...
Download and save the dataset
Purpose Prepares the data for analysis Responsible Party Data Analyst Interdependencies Th...
Usability
The Usability Study is an opportunity to collect in-depth quantitative data about the workplace a...
Review client-provided floor plans
Purpose To ensure we have all the floorplans (FPs) needed to set up Vantage Space and they have ...
Prep Vantage Space
Purpose We use Vantage Space to collect usability study data. By uploading floor plans, we can a...
Floorplan Walkthrough
Purpose Ensure the points in Vantage Space accurately reflect the office layout and departmental...
Edit Vantage Space / Assign Spaces to Research Assistants
Purpose Updates from the walk-through are changed in Vantage Space so the points are correct and...
Purchasing Study in Vantage Space
Purpose Need to purchase the study to use Vantage Space for the Usability Study. Responsible Pa...
Hire contract RAs (as needed)
Purpose At DORIS, our standard practice is to recruit contract research assistants (RAs) to cond...
Send Usability Announcement Comm
Purpose Let employees know why someone is walking around their workspace. Responsible Party D...
Creating Synoptic Maps for PowerBI
Purpose To produce accurate, data-ready floorplan overlays for Power BI dashboards. This pr...
Create materials for RA orientation
Purpose For each project, a usability orientation presentation and packet are created. These mat...
Conduct RA orientation
Purpose Give RAs an overview of who DORIS is, the organization being studied, what is expected o...
Conduct Usability Study
Purpose Collect quantitive space use data Responsible Party Contractors and/or DORIS corporate...
Check Vantage Space + RAs daily during the study
Purpose Ensure RAs are showing up and syncing their tours Responsible Party Operations Manage...
Send Usability Announcement Reminder Comm
Purpose Remind people there will be RAs walking through the building. Responsible Party Data ...
Thank RAs and document any information collected outside of Vantage Space
Purpose Make people feel appreciated and ensure all collected data is input for analysis. Respo...
Send participation updates to the liaison
Purpose The Ops Manager will regularly review participation rates in stakeholder engagements to ...
Debrief Challenge Seeking Methods
Purpose To keep the Ops Team aware of current data collection methods. Responsible Party Lead ...