Determine how participants will sign up and participate in interviews

Purpose

The Operations Manager engages with the project liaison to understand the organization's preferences and limitations for conducting interviews. 

Responsible Party

Operations Manager

Interdependencies

• These conversations often begin in the sales process and may involve other DORIS and client team members.
• Ideally, the process for participant interview engagement is decided by the first liaison meeting. 
  

Directions

1. For most projects, interviews take place via Zoom, conducted primarily by contract interviewers (with a full-time DORIS employee covering gaps or taking a portion). Participants sign up for their preferred interview slot via Calendly. This is the standard plan.
2. Some clients prefer to have some or all of their interviews conducted in person. Calendly is flexible enough to accommodate both virtual and in-person sign-ups. In-person interviews can be conducted by contractors or full-time DORIS team members.
3. Some organizations do not allow their employees to use Zoom or Calendly. In these cases, a system has to be designed to meet their constraints.
   

Resources

How to use Zapier to link Calendly to the Master List