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Holiday Gifts
Tracking for Holiday Gifts 2026 Holiday Gifts Timeline Create a 2026 Tab on the above spreadshee...
Conduct Project-to-Sales Handoff
Purpose Provide the Sales Team with feedback on the project and share potential prospecting or fa...
How it should look, sound, and feel.
Prioritizes a trusting team Looks like: Encourages people to talk to each other to manage conf...
What does accountability look and sound like at DORIS?
At DORIS, accountability is not merely top-down and hierarchical. We hold each other accountable ...
Print and pack materials for the meeting
Purpose Prepare for the meeting. Responsible Party Office Manager, Data Analyst Interdependencie...
What does leading at DORIS mean? What does it look like?
At DORIS, you can lead from any position. Lead with Listening (Empathy, communication, and showi...
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...