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MAXQDA Analysis (Qual)
Purpose Identify themes and patterns in experience through organizing, coding, sorting, and filt...
Conduct individual synthesis
Purpose To identify patterns from data analysis, create thematic insights, and synthesize findin...
Print and pack materials for the meeting
Purpose Prepare for the meeting. Responsible Party Office Manager, Data Analyst Interdepende...
Transition new hire to training
Purpose Begin training NH for role-specific responsibilities Responsible Party For Ops: Ops M...
Brief the DORIS team on the new hire’s role in each external meeting
Purpose Ensure that everyone is comfortable when going into external meetings. Make DORIS look g...
Introduction to Worksmart
Purpose Help new hires understand the purpose and use of Worksmart Responsible Party Superviso...
Introduction to EOS
Purpose Help new hires understand the purpose and use of EOS and Ninety Responsible Party Supe...
1:1 with Owner(s)
Purpose Ensure the new hire feels valued, understands their strategic importance, and has the co...
Introduction to the DORIS process
Purpose Every DORIS employee needs to be familiar with the research process. It’s what we do! R...
Daily check-ins on tasks
Purpose Provide a feedback mechanism for new hire and supervisor. Responsible Party Supervisor...
Tech Orientation
Purpose Get the new hire comfortable with the essential tech tools Responsible Party Maria (fo...
EOD check-in with Supervisor
Purpose Help the new hire transition into the rest of their week. Responsible Party Supervisor...
Admin orientation
Purpose Inform the new hire about how DORIS handles expenses, office access, and security. Resp...
New Hire Paperwork
Purpose Setup Worksmart (HR website). Responsible Party President and/or VP of Ops Interdepe...
First Supervisor 1:1 Agenda
Purpose Ensure the new hire understands role and organization expectations. Responsible Party ...
Team Introductions
Purpose Make the new hire feel welcome. Responsible Party Office Manager Interdependencies N...
Admin Orientation
Purpose Get new hire(s) started on admin procedures. Responsible Party Ops Manager Interdepe...
Welcome and Tour
Purpose Get the new hire situated in the office. Responsible Party Office Manager Interdepend...
Establish new hire in the onboarding spreadsheet
Purpose Make sure we don't miss a step when onboarding Responsible Party Office Manager Inter...
Expense Report
Purpose Sentence/phrase explaining why we do this task Example:Convene client leaders + decision...