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02 Kickoff Invitation and Interview Sign Up
Trigger: After Kickoff Meeting(s) occur Purpose Invite leaders or stakeholders to sign up for a...
01 Project Launch (sent from Client Leadership)
Purpose Before DORIS sends any communication directly to participants, a client leader should a...
03 Interview Sign Up Reminder (repeat as needed)
Trigger: If not everyone has signed up a couple days after interviews have started Purpose Gent...
Send Kickoff Follow up / Interview Sign Up Email
Purpose Provides context for who DORIS is and the project, contains the interview sign-up link, ...
Send final Thank You comm
Purpose Send a warm thank-you note and gift to client contacts at the end of a study. Responsib...
Create Analysis Strategy
Purpose The strategy initiates the analysis/synthesis part of the DORIS process The purpose of t...
Send Solutioning Session Sign Up Comm
Purpose Sending basic overview of Solutioning Session, logistics, and a way to sign up. Respon...
Draft Challenge Defining Content
Purpose To create content for the Challenge Defining document Responsible Party Research Assoc...
Prepare Interview Data
Purpose Preparing the data for analysis in MAXQDA Responsible Party Project Lead Interdepend...
Send Usability Announcement Reminder Comm
Purpose Remind people there will be RAs walking through the building. Responsible Party Data ...
Send Usability Announcement Comm
Purpose Let employees know why someone is walking around their workspace. Responsible Party D...
Hire contract RAs (as needed)
Purpose At DORIS, our standard practice is to recruit contract research assistants (RAs) to cond...
Create materials for RA orientation
Purpose For each project, a usability orientation presentation and packet are created. These mat...
Send survey launch comm to participants
Purpose Participants have access to survey link. Responsible Party Data Analyst Interdepende...
Review the interview/survey protocol document
Purpose To ensure the survey is error-free and is answering Leadership Questions Responsible Pa...
Determine how participants will sign up and participate in interviews
Purpose The Operations Manager engages with the project liaison to understand the organization's...
Send Interview Sign Up Reminder (repeat as needed)
Purpose Remind stakeholders to sign up for interviews. Responsible Party Research Associate, D...
Conduct Interviews - Virtually
Purpose To collect qualitative and quantitative data. Virtual interviews are the standard method...
Establish and launch the participant interview sign-up process
Purpose Create the sign-up link for stakeholders to sign up for interviews. Responsible Party ...
Create Interviewer Packet
Purpose To provide interviewers with a single, easy-to-use reference for each client project. Th...