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Start + Plan
Start Conduct Sales to Project Team Handoff meeting The Sales to Project Team Handoff meeting i...
Kickoff Meetings
Kickoff Meetings are the participant introduction to the project. The goals of the Kickoff Meetin...
Usability Study
The Usability Study is an opportunity to collect in-depth quantitative data about the workplace a...
Challenge Defining Document
The Challenge Defining document provides detailed information on how the workplace is used today ...
Data Analysis + Synthesis
Start Create analysis/synthesis schedule + strategy The Project Lead determines the analysis ...
Leadership Meeting
In the Challenge Defining Meeting, the DORIS team presents the data to leadership and facilitates...
Execute
Conduct Interviews - Virtually Virtual interview is the standard method at DORIS. These intervie...
InterDebrief
Interview Debrief Process The purpose of the interview debrief is to glean as much knowledge as ...
Finish
After the Solutioning Session logistics have been confirmed, the Research Associate will send out...
Schedule Alignment Meeting
Purpose Convene client leaders + decision-makers with the DORIS team to better understand their ...
Prepare agenda and materials for meeting
Purpose To introduce how DORIS works to a prospective client, see how DORIS might help the organ...
Alignment Meeting Dry Run: Final Prep with Sales Lead
Purpose Ensure Ops and Sales are aligned about the goal of the meeting and establish roles. ...
Debrief with DORIS team
Purpose Update the DORIS team on how the meeting went. Responsible Party Project Lead Direct...
Write research questions
Purpose Research questions drive the strategy of any research project. They narrow the client's ...
Set up and Install Teams
Set up Microsoft Teams Visit the Microsoft Teams website or app store. Sign in with your Micr...
Plan
Schedule Post-Project reflection meeting with DORIS team The Operations Manager schedules a 60-m...
Execute
Conduct Project-to-Sales Handoff Identify project completion gifts Give the OK to Redact deli...
Finish
Create + share takeaway: what worked, what didn't, what wows Clean out + Archive Box and Googl...
Execute
After the Research Findings document goes into making: Send email: 11 Project End
Prep for Post-Project reflection meeting with DORIS team
Purpose Prepare for the meeting. Responsible Party All ops and sales people. Interdependenc...