02 Kickoff Invitation and Interview Sign Up

Trigger: After Kickoff Meeting(s) occur

Purpose

Invite leaders or stakeholders to sign up for a kickoff, and to invite stakeholders to participate in interviews.

Resonsible

Ops Manager (or Ops Support)

Interdependencies

• For Kickoff: Kickoff logistics have been finalized.
• For Interviews: Kickoff meetings are complete and interview logistics are finalized.

Directions

The templates are located in the file linked under Resources. Every template should be customized for each client/recipient. We will send these comms to be vetted and sent by the client to leaders and stakeholders.

Template to invite leaders or stakeholders to sign up for Kickoff meetings

Subject: Help Shape the Client Name Workplace Study – 30-Minute Kickoff

Hello, 

Client is partnering with DORIS, a consulting firm specializing in human ecology—the study of how people interact with each other and their environment—to better understand how our workplace functions today and how it can work better for everyone. The research will explore space, tools, and culture to ensure future decisions are grounded in real data and employee experience. 

What we need from you:
With this brief 30-minute meeting, you will:

• Make a plan to engage your team

• Recommend employees for interviews

• Promote participation throughout the project

Why it matters:
Your early input helps ensure the project reflects a wide range of voices and leads to more actionable results.

Kickoff Meeting Details:
 date
30 minutes
🔗Calendly link

Thanks for helping move this work forward—your perspective is key.

Best,

Template for client leaders to invite stakeholders to participate

Subject: Reminder: Share Your Experience – Help Shape the Future of [Organization] 

Your perspective matters—no matter your role or location. DORIS wants to hear what’s working for you and what’s getting in the way of your best work. 

Two ways to share your input:

🗓️ Sign up for a 30-minute virtual interview → [Calendly link]
📝 Complete a 5–10 minute survey → [Survey link]
Responses due by [insert date]

We may not be able to change everything, but your voice helps leadership make data-driven decisions (based on your experiences!)  

Thank you,

Resources

Participant Comm templates