3 :: Challenge Seeking

1. Conduct strategy meeting with project team
2. Review the Interview/Survey Protocol document
3. Link Calendly to participant list 
   
   
4. Interview Prep + Execution 
   1. Confirm interview dates + create interview schedule 
   2. Determine how participants will sign up and participate in interviews
   3. Review the interview/survey protocol document 
      1. Note assessments typically use the template DORIS protocols 
   4. Establish and distribute the participant interview sign-up system
   5. Conduct Interviews - Virtually
   6. Conduct Interviews - In-person
   7. Interview Debrief
      
      
5. Survey Prep + Execution
   1. Build survey protocol into Qualtrics
   2. Editing Survey Content
   3. Create survey links + add to the Participant List
   4. Publish Survey in Qualtrics
   5. Distribute survey link to participants 
   6. Close Survey in Qualtrics 
   7. Download and save the dataset 
      
   8. Email Solutioning Session information to Participants