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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...
05 Usability Study Reminder (if needed)
Trigger: Friday on first week of usability Purpose Remind stakeholders that DORIS will be obse...
04 Usability Study Announcement (if needed)
Trigger: Thursday before usability study starts Purpose Alert stakeholders that we will be onsi...
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, ...
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...