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Creating Synoptic Maps for PowerBI

3 :: Challenge Seeking Usability

Purpose To produce accurate, data-ready floorplan overlays for Power BI dashboards.   This pr...

Updated 1 week ago by Samuel Theising

Uploading Participant List to Question Pro

3 :: Challenge Seeking Interviews

Purpose To upload participant contact information into QuestionPro (QP) for the distribution of ...

Updated 1 month ago by Maria Meschi

Create materials for the CD meeting

4 :: Challenge Defining Leadership Meeting

Purpose Support leaders' prioritization of challenges.  Responsible Party Project Lead Interd...

Updated 1 month ago by Maria Meschi

Ranking

Methods

Purpose Individual and group ranking is a decision-making and prioritization method in which par...

Updated 1 month ago by Maria Meschi

Prioritization Matrix

Methods

Purpose A prioritization matrix is a structured decision-making tool for comparing a set of opti...

Updated 1 month ago by Maria Meschi

Create time block for VP of Operations content gate

6 :: Solution Defining Deliverable [Insight Report]

Purpose Ensure there is enough time for reviews and making. Responsible Party Content Writer ...

Updated 1 month ago by Maria Meschi

Make Document

6 :: Solution Defining Deliverable [Insight Report]

Purpose Create a designed document of the Solutioning data findings.  Responsible Party Lead P...

Updated 1 month ago by Maria Meschi

Build and edit survey protocol into Question Pro

3 :: Challenge Seeking Surveys

Responsible Party Research Associate, Data Analyst, and Project Strategist (executes build) L...

Updated 1 month ago by Maria Meschi

3 :: Challenge Seeking

Assessment

Conduct strategy meeting with project team Review the Interview/Survey Protocol document Link...

Updated 1 month ago by Morgan Dosterglick

Develop Challenge Seeking method protocols

3 :: Challenge Seeking

Purpose  Ensure that data collection is appropriately aligned with the research questions and pa...

Updated 1 month ago by Maria Meschi

02 Leader Kickoff Meeting

Participant Communications Communication Content Templates

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

Updated 1 month ago by Tab Sabin

Leader Kickoff Meeting

2 :: Project Orientation

Purpose To bring leaders (Directors, VPs, etc.) into the research process early so they: Un...

Updated 1 month ago by Tab Sabin

11 Project End

Participant Communications Communication Content Templates

Trigger: When the Research Findings document goes into making Note This isn't a comm that we ar...

Updated 1 month ago by Tab Sabin

10 Solutioning Session Thank you

Participant Communications Communication Content Templates

Trigger: After Solutioning Sessions get wrapped up and get data from Workshop Facilitator  Note ...

Updated 1 month ago by Tab Sabin

09 Solutioning Session Sign Up Reminder (as needed)

Participant Communications Communication Content Templates

Trigger: People haven't signed up for Session before the only one happening OR after the first da...

Updated 1 month ago by Tab Sabin

08 Data Collection Thank You / Solutioning Session(s) Sign Up

Participant Communications Communication Content Templates

Trigger: Data collection has finished and workshops date/time/location has been confirmed by liai...

Updated 1 month ago by Tab Sabin

07 Survey Reminder (repeat as needed)

Participant Communications Communication Content Templates

Trigger: Not everyone has taken the survey after 3 days  Purpose Send a reminder for stakeholde...

Updated 1 month ago by Tab Sabin

06 Survey Launch

Participant Communications Communication Content Templates

Trigger: Day survey launches Purpose To invite stakeholders to take our short survey to collect...

Updated 1 month ago by Tab Sabin

05 Usability Study Reminder (if needed)

Participant Communications Communication Content Templates

Trigger: Friday on first week of usability  Purpose Remind stakeholders that DORIS will be obse...

Updated 1 month ago by Tab Sabin

04 Usability Study Announcement (if needed)

Participant Communications Communication Content Templates

Trigger: Thursday before usability study starts Purpose Alert stakeholders that we will be onsi...

Updated 1 month ago by Tab Sabin