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.
Conduct strategy meeting with project team
Purpose Ops Team determines an overarching strategy for challenge-seeking data collection. Res...
Link Calendly to Participant List
Purpose Zapier is an online platform that helps you automate workflows by connecting your apps a...
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...
Review the interview/survey protocol document
Purpose To ensure the survey is error-free and is answering Leadership Questions Responsible Pa...
Establish and distribute the participant interview sign-up system
Purpose To ensure the participant sign-up method is compatible with the organization's firewalls...
Send Interview Sign Up Reminder (repeat as needed)
Purpose Remind stakeholders to sign up for interviews. Responsible Party Data Analyst Interd...
Create interview links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the s...
Editing Interview Content
Purpose To ensure the interview is error-free and the display logic works correctly (if applicab...
Conduct Interviews - Virtually
Purpose To collect qualitative and quantitative data. Virtual interviews are the standard method...
Conduct Interviews In-person
Purpose Responsible Party Whoever is assigned to conduct in-person interviews + contract inte...
Interview Debrief
Purpose The purpose of the interview debrief is to glean as much knowledge as possible from the ...
Surveys
Build survey protocol into Qualtrics
Purpose Quant data collection requires inputting the survey questions into Qualtrics. Responsi...
Editing Survey Content
Purpose To ensure the survey is error-free and the display logic works correctly (if applicable)...
Create survey links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the s...
Publish Survey in Qualtrics
Purpose Allows participants to access the survey Responsible Party Data Analyst Interdependen...
Create Interviewer Packet
Purpose Put all the info interviewers need in one place. Responsible Party Data Analyst Inte...
Send survey launch comm to participants
Purpose Participants have access to survey link. Responsible Party Data Analyst Interdepende...
Send participation updates to the liaison
Purpose The Ops Manager will regularly review participation rates in stakeholder engagements to ...
Send Survey Reminder Email
Purpose To boost participant numbers. Responsible Party Data Analyst Interdependencies The ...
Close Survey in Qualtrics
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...
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...
Debrief Challenge Seeking Methods
Purpose To keep the Ops Team aware of current data collection methods. Responsible Party Lead ...