Establish and distribute the participant interview sign-up system
Purpose
Responsible Party
Who does the task?
Example: Sales Lead
Interdependencies
What has to happen before and after this task?
Example:
- The Sales Lead should have engaged with the client 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.
Directions
Example:
- Build interview schedule into scheduling tool (Calendly, etc.)
- Communicate interview sign-up instructions to participants (and DORIS team)
- Prepare Master List for Ops Team and Interviewers