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Thank you notes and/or books
At an Admin or Sales L10 identify people that should receive a thank you note and/or a book after...
Send final Thank You comm
Purpose Send a warm thank-you note and gift to client contacts at the end of a study. Responsib...
Write Solutioning Content
Purpose Create a report of findings for leadership Responsible Party Data Analyst Interdepend...
Creating Synoptic Maps for PowerBI
Purpose To produce accurate, data-ready floorplan overlays for Power BI dashboards. This pr...
Uploading Participant List to Question Pro
Purpose To upload participant contact information into QuestionPro (QP) for the distribution of ...
Create materials for the CD meeting
Purpose Support leaders' prioritization of challenges. Responsible Party Project Lead Interd...
Ranking
Purpose Individual and group ranking is a decision-making and prioritization method in which par...
Prioritization Matrix
Purpose A prioritization matrix is a structured decision-making tool for comparing a set of opti...
Create time block for VP of Operations content gate
Purpose Ensure there is enough time for reviews and making. Responsible Party Content Writer ...
Make Document
Purpose Create a designed document of the Solutioning data findings. Responsible Party Lead P...
Build and edit survey protocol into Question Pro
Responsible Party Research Associate, Data Analyst, and Project Strategist (executes build) L...
Develop Challenge Seeking method protocols
Purpose Ensure that data collection is appropriately aligned with the research questions and pa...
02 Leader Kickoff Meeting
Purpose Invite leaders to participate in a 1:1 45-minute meeting to review the project overview ...
Leader Kickoff Meeting
Purpose To bring leaders (Directors, VPs, etc.) into the research process early so they: Un...
11 Project End
Trigger: When the Research Findings document goes into making Note This isn't a comm that we ar...
10 Solutioning Session Thank you
Trigger: After Solutioning Sessions get wrapped up and get data from Workshop Facilitator Note ...
09 Solutioning Session Sign Up Reminder (as needed)
Trigger: People haven't signed up for Session before the only one happening OR after the first da...
08 Data Collection Thank You / Solutioning Session(s) Sign Up
Trigger: Data collection has finished and workshops date/time/location has been confirmed by liai...
07 Survey Reminder (repeat as needed)
Trigger: Not everyone has taken the survey after 3 days Purpose Send a reminder for stakeholde...
06 Survey Launch
Trigger: Day survey launches Purpose To invite stakeholders to take our short survey to collect...