Develop

Create project charter

The project charter is a document delineating the project's scope, stakeholders, roles, and detailed information about each engagement. It's the go-to guide for all project questions, serving as the primary location where team members can look for answers to their questions.

The Operations Manager creates the project charter, and all team members are responsible for saving information to it throughout the project.
The project charter can be created as soon as the Sales-to-Project Handoff Meeting is completed.
The project charter is a Google Doc saved in the top-level of the project's Drive folder.

Set up project management tool

Assign roles + deadlines

Conduct the first project team meeting.

This meeting is the opportunity for any team members who did not attend the Sales-to-Project Handoff to receive a briefing on the project and their roles.

The Operations Manager schedules the meeting and conducts it alongside the Project Lead.
The first project team meeting can be conducted as soon as the project charter is created.

Create project resources

There are technology resources needed to support all DORIS projects, from time tracking to file management.

The Operations Manager is responsible for creating project resources.
Project resources can be created as soon as the Sales-to-Project Handoff Meeting is completed.

Create project and client in Toggl

All project hours must be entered in Toggl, an online time-tracking tool.

Click the Projects tab on the menu bar located on the left side
Click on the “+ New Project” button in the top right corner.
Name the project according to the Sales-to-Project Handoff
Select the client
Set the time estimate based on <>
Ensure the project is not set to private
Click Apply when done

Create project folder in Box

Create new project folder in Google

Create project channel in Slack

Set up participant master list

The master list is a list of all project stakeholders and includes their first and last names, email, department, and job level. The more information provided, the more robust demographic analysis can be performed.

The Operations Manager is responsible for creating the master list from information provided by the client.
The participant master list can be created as soon as the information is received.
The participant master list is saved as a Google Sheet in the top level of the project's Drive folder.

Conduct the first call with the liaison

The first meetings with a client liaison are critical. Throughout the project, DORIS works closely with the liaison to make sure both participants and the DORIS team have the information and resources they need. The liaison is also crucial in recruiting employee stakeholders to participate. Their understanding and buy-in on the project can greatly affect participation rates.

The Operations Manager is responsible for meeting with the client liaison.
The liaison meeting can be scheduled as soon as a liaison is identified.