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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...
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...
Link Calendly to Participant List
Purpose Automate updating the Master List when interviews are scheduled in Calendly. Each new Ca...
Prep Vantage Space
Purpose We use Vantage Space to collect usability study data. By uploading floor plans, we can a...
Layers 6: Occupancy
Once the usability study data is collected and analyzed, we update the floor plan with colors to ...
Layer 5: Data Points/Shapes
Use this layer after the study has been completely set up in Vantage Space to add the point numbe...
Set up Project Timeline in Ops Logistics
Purpose A project timeline is vital for managing a project and ensuring it's completed on time. ...
Sales to Project Team Handoff meeting
Purpose The Sales-to-Project Team Handoff marks the start for ops—sales delivers the client/scop...
Scoping Document (Deliverable)
Purpose The Scoping Document summarizes the Pre Sales Alignment Meeting and sets the strategy fo...
Prepare project alignment data
Purpose Prepare the data for analysis Responsible Party Project Strategist or Data Analyst In...
Create Alignment Meeting Project in Ops Logistics
Purpose Creating the project in Ops Logistics allows the Ops Team to incorporate its related tas...
Stock preferred snacks
Purpose Make the new hire feel welcome by honoring their stated snack/drink preferences. Respon...
Order Business Cards (Sales/BD)
Purpose Equip BD team members with business cards to share contact info, signal brand credibilit...
Schedule 30/60/90-Day Check-Ins with Manager
Purpose Create a steady cadence for mutual feedback, support, and course-correction during the f...