Send Interview Sign Up Reminder (repeat as needed)

Purpose

Remind stakeholders to sign up for interviews.

Responsible Party

Data Analyst 

Interdependencies

• 1st: Interviews started two days ago, and not everyone signed up.  
• 2nd: Two days before final interview date if participation is low. 

Directions

1. The Data Analyst uses the template email language and updates with project specifics (organization name, purpose of the project, dates, Calendly links, etc.)
2. Data Analyst sends email text to the Project Lead for edits/approval. 
3. Make necessary edits. 
4. Data Analyst sends to Ops Logistics Manager to forward to client liaison for approval. 
5. If there is liaison feedback, Data Analyst makes necessary edits.
6. Send the email to participants who are not signed up using Google Mail merge. 
   

Resources

03 Interview Sign Up Reminder

Sending a Mailmerge