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Leader Kickoff Meeting

Purpose

Invite leaders to participate in a 1:1 45-minute meeting to review the project overview and interview them.

Responsible Party

Ops Manager (or Ops Support)

Interdependencies

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

  • 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.

 

    Subject: Help Shape the

Client Name

    Workplace Study –45-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,

 
Resources
  • 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.
    • Participant Comms templates

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