Determine how participants will sign up and participate in interviews

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

Operations Manager

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 in the logistics meeting.

For most projects, interviews take place via Teams or Zoom, conducted primarily by Ops Team or 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.
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. Contractors or full-time DORIS team members can conduct in-person interviews.
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.
In most cases we will ask the client to send all participant comms like the launch and the interview invites and reminders. We find we are more likely to get people to participat if the request is coming from their leaders.