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Conducting a PSAM
Purpose Convene the entire decision-making leadership group to understand all aspects of their pr...
Business Development & Project Folder Naming
"Name of Company" If initials are used as a nickname, it will be "Full Name of Company (Initials...
Document (Printed Report) Storage
What physical copies of printed reports are kept? Redacted Documents Considered Sales tools O...
Redacting How To's
Redacted documents are primarily sales tools. Readability is important. Redacting company inform...
Why is this important?
How do we know how this is completed? Business Development Files in Box & Drive: Consistent in N...
PSAM - Prep Email
Goal The purpose of this email is to align and prepare the executive point of contact for the me...
Review the interview/survey protocol document for ease of use
Purpose To ensure the interview and survey questions are conversational and easily understood by...
Review the interview/survey protocol document for strategy
Purpose To ensure the survey is error-free and is answering Leadership Questions Responsible Pa...
3 :: Challenge Seeking
Conduct strategy meeting with project team Review the Interview/Survey Protocol document Link...
Voice and Tone
Voice We speak in clear, everyday language that starts with people—leaders, employees, and commu...
Audience
Primary segments DORIS serves mid‑ to large‑scale, mission‑driven organizations navigating compl...
Brand Foundation
Our Why (Purpose) To be the voice of the people who matter, so the people most affected by decis...
Grammar, Punctuation, and Mechanics
Use the Chicago Manual of Style (CMOS) as the primary reference for grammar and punctuation quest...
Ops Logistics Calendar & Task List
Purpose This SOP provides step-by-step instructions for creating and maintaining the 6 - Ops Log...
Annual Toggl Plan v Actuals Report
Purpose This SOP outlines the procedures for creating and maintaining the annual Toggl Report, w...
Colors
Primary Colors Generally, DORIS Green should be used for the DORIS logo and design elements, not...
Fonts
Whitney Whitney is the primary typeface for all DORIS materials. Whitney is available in many we...
Accessibility and Inclusivity
Inclusive Language Use people-first or identity-respecting language (“people with disabiliti...
Formatting and Structure
Headings and Lists Use a clear heading hierarchy Keep headings short, specific, and con...
Terminology
Word List / Glossary Always try to align language with how the client speaks about their people....