Assessment
- Assessments are smaller, truncated projects that do not allow for as much client customization.
- Unlike a research project, they are geared toward understanding how the organization is functioning today. Think "well-baby check" vs. going to a doctor's appointment with for a specific issue.
- They typically have 25 participants + do not have a Challenge Defining document or meeting.
1 :: Project Launch
Sales to Project Handoff Create and edit project charter Set up Wrike Create project resou...
2 :: Project Orientation
Confirm Kickoff Meeting logistics Prepare protocol and materials for Kickoff Meetings Conduct...
3 :: Challenge Seeking
Conduct strategy meeting with project team Review the Interview/Survey Protocol document Link...
4 :: Challenge Defining
Data Prep Prepare Interview Data Prepare Survey Data Data Analysis Google Sheets ...
5 :: Solution Seeking
Confirm Logistics for Solutioning Workshop Send Solutioning Session Sign Up Comm Send Soluti...
6 :: Solution Defining
Conduct Solution Analysis Strategy Meeting Prepare session data Execute Qualitative Analysis ...
7 :: Project Conclusion
Conduct Project-to-Sales Handoff Send final Thank you comm Clean out and archive Box + Drive...