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Draft Challenge Defining Content

Purpose

To create content for the Challenge Defining document

Responsible Party

Research Associate, VP of Ops, Project Strategist

Interdependencies

The synthesis meeting is completed and the outline is approved. 

Directions

  1.  Create a new document from the Challenge Defining content template. (View on Scribe)

    1. Navigate to Google Drive
    2. Open the Project folder
    3. Navigate to the Challenge Defining folder
    4. Click + New > Google Docs > From a template
    5. Click "Create and Share"
    6. Choose the Challenge Defining Content Template
  2. Pull data needed for the Executive Summary: 
    1. Total number of Stakeholders Engaged 
    2. Number of Project Alignment meetings (typically 1) 
    3. Number of Project Orientation meetings (aka Kickoffs)
    4. Number Interview participants 
    5. Number of survey participants 
    6. (if applicable) number of usability days and locations
    7. 1 Challenge Defining Meeting 
    8. Number of participants across number of Solutioning Sessions 
    9. 1 Solution Defining Meeting 

  3. Use the Challenge Defining outline as the structure and "bones" of the content. 
  4. Craft a narrative within paragraphs and use both quantitative and qualitative supporting data. 
    1. For figures, including charts, graphs, prototypes, and usability floor plans, etc. reference them in the text either using "Figure XX shows..." or "Ability to focus is underperforming in the office (see Figure XX). 
    2. Highlight "Figure XX" in light blue 3. 
    3. Put a comment that indicates what data is being referenced (e.g., ability to focus imp/perf or prototype name) 
  5. For quotes, copy/paste them into the document from MAXQDA or Sheets (whichever was used for data analysis), and change the font color to dark green 2. 
  6. Write and insert DORIS insights as needed
    1. Highlight DORIS insights in light gray 1
  7. 2 read-throughs: one content edit and one copy edit 
  8. Share doc link in the project's Slack channel + tag the person assigned to Gate Check (typically the Project Lead, sometimes the VP of Ops)
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