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Conduct Solution Analysis Strategy Meeting

Purpose

SolutionThis Definingmeeting analysis starts with a complete data set from data collection ininitiates the Solutionanalysis/synthesis Seekingpart Phase.of the DORIS process The purpose of analysisthe meeting is to understanddefine:

  1. Timeline: How long, and how many hours we have to complete analysis.
  2. Roles: Who will do what portions of the participantanalysis.
    3. criteria
  3. Next Steps - Schedule the Synthesis Meeting, which solidifies the deadline for solutions.completing Synthesisindividual happensanalysis.
    4. after analysis to converge collectively on insight and narrative.

Responsible Party

ResearchOps Associate, Data Analyst, Project Strategist, VP of OpsManager

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 happenscan nearbe scheduled as soon as data collection has ended or is about to end.
Directions
    1. The Ops Manager opens the Project Charter for the project and navigates to the Analysis/Synthesis section asking questions about the A/S process. Ops team members answer the questions, discussing the best methods considering any relevant information. (i.e. Overall project load, timelines, schedules/travel/PTO, etc)
    2. The Ops Manager transcribes the chosen methods, established timeline, and data/role delegation into the Project Charter document.
    3. The Ops Manager schedules the Synthesis Meeting, while everyone is there to confirm calendars.
    4. At the end of the salesmeeting, process.all Afterteam themembers meetingare isclear scheduled,on thetheir Opsnext Teamsteps canand preparedeadline for analysis.

    Questions to conductanswer thein meeting.

    2. this
    Directions

    Example:
    meeting:

    1. The Sales Lead meets with the VP of Operations to identify who on the Ops Team is available to facilitate the Alignment Meeting.
    2. The Sales Lead communicates with the client to find a time when the client leaders and DORIS representatives are available. 
      • Duration: 90 minutes
        • Location:When In-persondoes analysis need to be done? (Analysis ends at the clientstart siteof the Synthesis Meeting)
        • How much time should be spent? (Considering hours left, general project load, priorities, availability, etc)
        • Who is preferreddoing what? (Even for small data sets, it important to get 2 sets of eyes on any given set)
        • Attendees:Which Clientmethods/tools leadershipwill teambe including final decision-maker, DORIS Sales Lead, DORIS Ops Repused? (toMaxqda, facilitate)Sheets, Mural, etc)
      • TheMeeting SalesOutcomes: Lead
          invites all attendees to
        • Schedule the meetingSynthesis or asks the client to invite both DORIS attendees to the meeting.Meeting
        • TheDefine Salesroles, Leadmethods, updatesand thenext Opssteps Managerwith onceteam the
          • meeting
        is
        • confirmed
    Resources

    Link to templates, etc.

    Example:

    Pre-sale Alignment Meeting Analysis Tool

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