3 :: Challenge Seeking

1. Conduct strategy meeting with project team
2. Review the Interview/Survey Protocol document
3. Link Calendly to participant list list 
   
   
4. Interview Prep + Execution Execution 
   1. Confirm interview dates + create interview schedule 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 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 participants 
   6. Close Survey in Qualtrics Qualtrics 
   7. Download and save the dataset dataset 
      
   8. Email Solutioning Session information to Participants