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Finish
Send Challenge Defining document to liaison to distribute prior to Leadership Meeting The body...
Edit Vantage Space / Assign Spaces to Research Assistants
Purpose Updates from the walk-through are changed in Vantage Space so the points are correct and...
Review client-provided floor plans
Purpose To ensure we have all the floorplans (FPs) needed to set up Vantage Space and they have ...
Interview Debrief
Purpose The purpose of the interview debrief is to glean as much knowledge as possible from the ...
Determine if Interviewers will be contractors or internal
Purpose Decide who will be doing the interviews + inform them. Responsible Party Ops Manager...
Send participation updates to the liaison
Purpose The Ops Manager will regularly review participation rates in stakeholder engagements to ...
Send Survey Reminder Email
Purpose To boost participant numbers. Responsible Party Data Analyst Interdependencies The ...
Facilitate Onsite Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data Responsible Party Pr...
Facilitate Virtual Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data. Responsible Party P...
Email Solutioning Session information to Participants
Purpose To thank participants and inform them know when / where solutions sessions will take pla...
Thank RAs and document any information collected outside of Vantage Space
Purpose Make people feel appreciated and ensure all collected data is input for analysis. Respo...
Survey Analysis (Quant)
Purpose Identify quantitative insights from participant responses. Responsible Party Project S...
Send Project Launch Comm content to client liaison
Navigate to the Project Launch Comm for the SOP and template language.
Project Alignment Meeting (PAM)
Some projects begin without a PSAM (Pre-Sale Alignment Meeting). However, an Alignment Meeting is...
Conduct Alignment Meeting
Purpose DORIS collects client data to show organization leadership how data becomes a deliverab...
Conduct Project-to-Sales Handoff
Purpose Provide the Sales Team with feedback on the project and share potential prospecting or f...
7 :: Project Conclusion
Conduct Project-to-Sales Handoff Send final Thank you comm Clean out and archive Box + Drive...
Conduct Group Synthesis Meeting
Purpose Synthesis is a group effort to take all the data collected and filter it through the res...
Prepare session data
Purpose Prepare Solutioning Session data for analysis Responsible Party Data Analyst Interde...
Confirm Challenge Defining meeting logistics
Purpose Schedule and confirm CD meeting logistics. Responsible Party Ops Manager Interdepend...