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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...
Useful MAXQDA functions
Smart Coding Tool The Smart Coding Tool is designed for working with coded text segments and is ...
Confirm interview dates + create an interview schedule
Purpose The Operations Manager confirms the interview dates with the liaison and creates the int...
Create project resources
Purpose Technology resources are needed to support all DORIS projects, from time tracking to fil...
Team Cloud
MAXQDA is a single-user program that does not allow several people to access the same project fil...
Getting Started with MAXQDA
MAXQDA is "on-premise software" installed locally on each user's computer. Each person who uses M...
2 :: Project Orientation
Confirm Kickoff Meeting logistics Prepare protocol and materials for Kickoff Meetings Conduct...
1 :: Project Launch
Sales to Project Handoff Create and edit project charter Set up Wrike Create project resou...
6 :: Solution Defining
Conduct Solution Analysis Strategy Meeting Prepare session data Execute Qualitative Analysis ...
5 :: Solution Seeking
Confirm Logistics for Solutioning Workshop Send Solutioning Session Sign Up Comm Send Soluti...