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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. ...
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...
Add Project Data to Data Warehouse
Purpose Store historic project data in our database. Responsible Party Data Analyst Interde...
Prep for Analysis
Conduct Analysis Strategy Meeting This meeting initiates the analysis/synthesis part of the DORI...
Finish - Synthesis to Solution Defining Outline
Synthesize data Conduct individual synthesis Synthesis must be external. Use Mural, a whitebo...
Finish
Debrief DORIS team Following the meeting, the Ops Lead updates the team on how it went and the...
Plan
The document outline must be complete before beginning the content document. Draft Solution Defi...
Execute
Conduct meeting with project team and maker The ops manager contacts the graphic designer with o...
Start + Plan
What to Expect in a Solution Defining Meeting Each attendee receives a printed copy of the res...
Execute
Conduct Solution Defining Meeting The Project Lead and (often) the Sales Lead conduct the meetin...
Finish
Send Research Report to liaison to distribute prior to Leadership Meeting The b...
Finish
After Solutioning Sessions get wrapped up and get data from Workshop Facilitator: Send email: 1...
Confirm Logistics for Solutioning Workshop
Purpose To schedule Solutioning Sessions date, time, and location. Responsible Party Ops Mana...