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Conduct Project-to-Sales Handoff

6 :: Solution Defining Leadership Meeting [Solution Defining]

Purpose Provide the Sales Team with feedback on the project and share potential prospecting or fa...

Updated 3 weeks ago by Admin

How it should look, sound, and feel.

Leading, Managing, and Holding Accounta... People Managing

Prioritizes a trusting team Looks like: Encourages people to talk to each other to manage conf...

Updated 1 month ago by Meghan Tooman

What does accountability look and sound like at DORIS?

Leading, Managing, and Holding Accounta... Accountability

At DORIS, accountability is not merely top-down and hierarchical. We hold each other accountable ...

Updated 1 month ago by Meghan Tooman

Print and pack materials for the meeting

6 :: Solution Defining Leadership Meeting [Solution Defining]

Purpose Prepare for the meeting.  Responsible Party Office Manager, Data Analyst Interdependencie...

Updated 1 month ago by Admin

What does leading at DORIS mean? What does it look like?

Leading, Managing, and Holding Accounta... Leading

At DORIS, you can lead from any position. Lead with Listening (Empathy, communication, and showi...

Updated 1 month ago by Meghan Tooman

Conducting a PSAM

Step Into DORIS Sales PSAMs

Purpose Convene the entire decision-making leadership group to understand all aspects of their pr...

Updated 1 month ago by Meghan Tooman

Business Development & Project Folder Naming

Information Architecture Google Doc File Naming

"Name of Company" If initials are used as a nickname, it will be "Full Name of Company (Initials...

Updated 1 month ago by Admin

Document (Printed Report) Storage

Information Architecture

What physical copies of printed reports are kept?  Redacted Documents  Considered Sales tools O...

Updated 1 month ago by Admin

Redacting How To's

Redacted Documents

Redacted documents are primarily sales tools. Readability is important. Redacting company inform...

Updated 1 month ago by Admin

Why is this important?

Information Architecture (Older)

How do we know how this is completed? Business Development Files in Box & Drive:  Consistent in N...

Updated 2 months ago by Admin

PSAM - Prep Email

Step Into DORIS Sales PSAMs

Goal The purpose of this email is to align and prepare the executive point of contact for the me...

Updated 4 months ago by Meghan Tooman

Review the interview/survey protocol document for ease of use

3 :: Challenge Seeking

Purpose To ensure the interview and survey questions are conversational and easily understood by...

Updated 4 months ago by Maria Meschi

Review the interview/survey protocol document for strategy

3 :: Challenge Seeking Interviews

Purpose To ensure the survey is error-free and is answering Leadership Questions Responsible Pa...

Updated 4 months ago by Maria Meschi

3 :: Challenge Seeking

Assessment

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

Updated 4 months ago by Morgan Dosterglick

Voice and Tone

The DORIS Brand

Voice We speak in clear, everyday language that starts with people—leaders, employees, and commu...

Updated 4 months ago by Maria Meschi

Audience

The DORIS Brand

Primary segments DORIS serves mid‑ to large‑scale, mission‑driven organizations navigating compl...

Updated 4 months ago by Maria Meschi

Brand Foundation

The DORIS Brand

Our Why (Purpose) To be the voice of the people who matter, so the people most affected by decis...

Updated 4 months ago by Maria Meschi

Grammar, Punctuation, and Mechanics

Writing Guide

Use the Chicago Manual of Style (CMOS) as the primary reference for grammar and punctuation quest...

Updated 4 months ago by Maria Meschi

Ops Logistics Calendar & Task List

Misc

Purpose This SOP provides step-by-step instructions for creating and maintaining the 6 - Ops Log...

Updated 4 months ago by Tab Sabin

Annual Toggl Plan v Actuals Report

Misc

Purpose This SOP outlines the procedures for creating and maintaining the annual Toggl Report, w...

Updated 4 months ago by Tab Sabin