Participant Communications
Communications begin with 2 :: Project Orientation and continue through to the end
Establish participant communication processes with the client
Purpose To ensure we and the client are on the same page about participant communication. Re...
Communication Content Templates
01 Project Launch (sent from Client Leadership)
Purpose Before DORIS sends any communication directly to participants, a client leader should a...
02 Kickoff Invitation and Interview Sign Up
Trigger: After Kickoff Meeting(s) occur Purpose Invite leaders or stakeholders to sign up for a...
03 Interview Sign Up Reminder (repeat as needed)
Trigger: If not everyone has signed up a couple days after interviews have started Purpose Gent...
04 Usability Study Announcement (if needed)
Trigger: Thursday before usability study starts Purpose Alert stakeholders that we will be onsi...
05 Usability Study Reminder (if needed)
Trigger: Friday on first week of usability Purpose Remind stakeholders that DORIS will be obse...
06 Survey Launch
Trigger: Day survey launches Purpose To invite stakeholders to take our short survey to collect...
07 Survey Reminder (repeat as needed)
Trigger: Not everyone has taken the survey after 3 days Purpose Send a reminder for stakeholde...
08 Data Collection Thank You / Solutioning Session(s) Sign Up
Trigger: Data collection has finished and workshops date/time/location has been confirmed by liai...
09 Solutioning Session Sign Up Reminder (as needed)
Trigger: People haven't signed up for Session before the only one happening OR after the first da...
10 Solutioning Session Thank you
Trigger: After Solutioning Sessions get wrapped up and get data from Workshop Facilitator Note ...
11 Project End
Trigger: When the Research Findings document goes into making Note This isn't a comm that we ar...
01 - 05 Launch Comm covers KO through usability annoucement
Template Language Subject: Upcoming workplace research with DORIS To: Everyone From: Client...
02 Leader Kickoff Meeting
Purpose Invite leaders to participate in a 1:1 45-minute meeting to review the project overview ...