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Conducting a PSAM

Step Into DORIS Sales PSAMs

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

Updated 22 hours 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 23 hours 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 day ago by Admin

Redacting How To's

Redacted Documents

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

Updated 1 week 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 1 month 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 2 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 2 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 2 months ago by Maria Meschi

3 :: Challenge Seeking

Assessment

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

Updated 2 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 2 months ago by Maria Meschi

Audience

The DORIS Brand

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

Updated 2 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 2 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 2 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 3 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 3 months ago by Tab Sabin

Colors

Visual Identity

Primary Colors Generally, DORIS Green should be used for the DORIS logo and design elements, not...

Updated 3 months ago by Maria Meschi

Fonts

Visual Identity

Whitney Whitney is the primary typeface for all DORIS materials. Whitney is available in many we...

Updated 3 months ago by Maria Meschi

Accessibility and Inclusivity

Writing Guide

Inclusive Language Use people-first or identity-respecting language (“people with disabiliti...

Updated 3 months ago by Maria Meschi

Formatting and Structure

Writing Guide

Headings and Lists Use a clear heading hierarchy Keep headings short, specific, and con...

Updated 3 months ago by Maria Meschi

Terminology

Writing Guide

Word List / Glossary Always try to align language with how the client speaks about their people....

Updated 3 months ago by Maria Meschi