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Leader Kickoff Meeting

Purpose

To bring leaders (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 45-minute meeting with a DORIS researcher:

  • First 15 minutes: Orientation — introduce the project, clarify objectives, and discuss how their 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

Ops Manager (primary)
Ops Team member (backup or co-facilitator as needed)

Interdependencies

  • Timeline for Director/VP Kickoffs established in project plan.

  • Leader interview protocol finalized.

  • Client liaison identified to approve communication.

Directions
  • Draft the Email Invitation
    • Use the template below and edit it to reflect project-specific context, tone, and client details.
    • Keep it concise, clear, and aligned with the DORIS brand voice.
  • Send for 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 final approval.
    • Incorporate any requested edits.
  • Disseminate Invitations
    • Client liaison sends invitations to 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
    • All engagement communications will be stored in one doc in the project folder under 0 - Participant Communications.

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,

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