Skip to main content

Leader Kickoff Meeting

Purpose

Directors/VPTo signbring upleaders (Directors, VPs, etc.) into the research process early so they:

    Understand what DORIS is doing and why.

    Provide insights about their teams and organizational priorities.

    Champion participation and model engagement for their staff.

    Each leader attends a 1:145-minute meeting with a DORIS researcherresearcher:

    to
    understand what

    First DORIS15 isminutes: doing,Orientation provide— insights,introduce the project, clarify objectives, and getdiscuss them to champion participation tohow their team.teams can best engage.

      Next 30 minutes: One-on-one interview — follow the project’s leader interview protocol so they experience DORIS’s approach firsthand.

      Responsible Party

      Research Associate, Data Analyst, Ops Manager (primary)
      Ops Team member (backup or co-facilitator as needed)

      Interdependencies

        Timeline for DirectorDirector/VP KOsKickoffs haveestablished beenin established.project plan.

        Leader interview protocol finalized.

        Client liaison identified to approve communication.

        Directions
          •  Draft emailthe soEmail Invitation
            • Use the template below and edit it readsto asreflect writtenproject-specific internallycontext, bytone, client.and client details.
            Keep it concise, clear, and aligned with the DORIS brand voice. Send tofor Internal Review
              Share the draft with the Ops Manager for approval and refinement. Send for Client Review
              • Ops Manager sends the draft to the client liaison for approvalfinal
                  approval.
                1. MakeIncorporate any editsrequested clientedits.
                wants Disseminate Invitations
                • Client liaison hassends itinvitations disseminatedto leaders or adds a meeting to their calendars.
                Track Attendance & Notes
                  Confirm attendance for all leaders. Ensure each session includes both the orientation and the interview component.

                  Create the Leader Orientation Meeting Notes file

                    From the New Project Folder, duplicate the standard Leader Orientation Meeting Notes template.

                    Make a Copy and Rename: [Client Name] Leader Orientation Notes

                    Save notes in Google Drive: 2 - Projects/[Client Folder]/2 - Project Orientation

                    Customize sections (see Template Fields in the link below) to align with the project's goals, phases, and terminology.

                    Owner: Ops Manager.

                    Reviewer: Lead Project Strategist (LPS) confirms fields capture all needed info.

                    Run the sessions

                      Follow 15/30 flow. Capture notes live in the customized template.

                        All responses for the 30-minute interview will be captured in Question Pro.

                        Track + follow-ups

                          Log attendance, decisions, and action items.

                          Convert action items into the working tracker/Wrike as needed.

                          Resources

                            Leader Orientation Meeting Notes Email template for workplace research project, edit details to reflect each project

                             

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

                            Hello, 

                            Client Name 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.

                            Please note: this is not about changing our hybrid work policy. Hybrid is here to stay.

                            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:
                            📅  dates
                            ⏱ 30 minutes
                            📍 Microsoft Teams

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

                            Best,