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Redacting How To's

Redacted Documents

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

Updated 3 weeks 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 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 p...

Updated 1 month ago by Maria Meschi

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 1 month 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 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

Voice and Tone

The DORIS Brand

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

Updated 1 month ago by Maria Meschi

Audience

The DORIS Brand

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

Updated 1 month 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 1 month 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 1 month 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 1 month 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 1 month ago by Tab Sabin

Colors

Visual Identity

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

Updated 1 month ago by Maria Meschi

Fonts

Visual Identity

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

Updated 1 month ago by Maria Meschi

Accessibility and Inclusivity

Writing Guide

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

Updated 1 month ago by Maria Meschi

Formatting and Structure

Writing Guide

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

Updated 1 month ago by Maria Meschi

Terminology

Writing Guide

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

Updated 1 month ago by Maria Meschi

Alarm System

Office Management

Alarm System Mulhaupts 8227 Northwest Blvd. #270. Indianapolis, IN 46278 317-925-8915 www.m...

Updated 2 months ago by Admin

DORIS Company Norms

Norms + Behaviors

DORIS Values +1 Lead with Listening (Empathy + Communication) Hungry yet Fed (Accou...

Updated 2 months ago by Admin

Holiday Gifts

Thank You Notes & Gifts

Tracking for Holiday Gifts Timeline Create a 2026 Tab on the above spreadsheet Start discuss...

Updated 2 months ago by Admin