Develop Challenge Seeking method protocols

Purpose

 
Example:ConveneEnsure clientthat leadersdata +collection decision-makersis appropriately aligned with the DORISresearch teamquestions toand better understand their needsparticipants.

Responsible Party

WhoLead doesProject theStrategist, task?
Example:Project Sales Lead
Strategist

Interdependencies

What has to happen before and after this task?

Example:

• The Salesresearch Lead shouldquestions have engagedbeen with the clientestablished and vetted their fit for a project before scheduling.
• This meeting happens near the end of the sales process. After the meeting is scheduled, the Ops Team can prepare to conduct the meeting.gated.

Directions

Example:

1. Assess the research questions to determine which are most important to address in Challenge Seeking data collection.
   • Some questions will be more relevant in Solution Seeking (especially those that seek to identify solutions).
   • Some questions are important to consider in data analysis, but do not make sense to ask directly to participants. For example, "How can Organization reconfigure its real estate to provide flexible options that support employees more effectively and efficiently?" It is important to identify what makes employees feel supported, but most participants will not have enough context in their roles to make useful comments about real estate.
     
2. The Salesproject Leadscope meetsusually withdetermines the Challenge Seeking methods that the client agreed to. These are most often interviews, surveys, and a usability study.
   • Interviews: Follow the instructions in the Interviews method chapter to draft the interview protocol.
   • Surveys: Follow the Survey Framework to draft the survey protocol.
   • Follow the steps in the Usability chapter to prepare for the usability study.
3. When writing protocols, connect each research question to the data you anticipate collecting. 

Gate: Have a strategist, lead strategist, or the VP of Operations toreview identifyyour whoprotocols.

on

the

Gate Ops Team is available to facilitate the Alignment Meeting.

The Sales Lead communicates with the client to find a time when the client leaders and DORIS representatives are available. questions

• Duration:Do 90the minutesprotocols address all of the relevant research questions?
• Location:Are In-personinterview atand thesurvey clientquestions sitewritten isin preferred
plain,
• Attendees:conversational Client leadership team including final decision-maker, DORIS Sales Lead, DORIS Ops Rep (to facilitate)language?

The Sales Lead invites all attendees to the meeting or asks the client to invite both DORIS attendees to the meeting.

The Sales Lead updates the Ops Manager once the meeting is confirmed

Resources

LinkInterview toand templates,Survey etc.

Protocols

Example:

Template

Pre-sale< AlignmentWhile Meetingnot Analysisan Toolappropriate template for all projects, this tool walks through the process for creating protocols based on the standard DORIS workplace research protocols.