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Send Insight Report to liaison to distribute prior to Leadership Meeting
Purpose We aim to have a productive discussion, and we find it's more successful after leaders h...
Send Worksmart info email
Purpose Collect information to establish the new hire in Worksmart. Responsible Party Office M...
Closing an Interview in QuestionPro
Purpose Closing the interview disallows people to submit responses after the end date. Respons...
Close Survey in QuestionPro
Purpose Closing the survey disallows people to submit responses after the end date. Responsibl...
Create survey links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the...
Create interview links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the...
Building and Editing Interview Content
Purpose To ensure the interview is error-free and the display logic works correctly (if applicab...
Jargon + Acronyms
Google doc providing definitions of commonly used jargon + acronyms.
Work Anniversary
Purpose This should be celebratory - a thank you to the employee for their work and contribution...
Individual Annual Planning
Purpose This meeting is both a review of performance in the last year, holistically what was ach...
Quarterly Conversation
Purpose An EOS meeting, where the employee does a lot of the talking. The people manager should ...
Monthly Check-In with Tooman
Purpose Intentional time with each employee with higher-level leadership. Duration = 45 minute...
Weekly Check-Ins
Purpose A quick touch base to ensure open lines of communication - this is NOT a tactical meetin...
Meeting Cadence
Cadence of People Managing Check ins are preferred in person, but weekly check-ins can be virtua...
How it should look, sound, and feel.
A People Manager at DORIS Embodies the DORIS values Can represent those for others to...
The Newsletter Process
Step 1. Draft Newsletters Written internally Reviewed for grammar, spelling, and readability ...
Contract Signing
Purpose Working with the client’s standard contracting processes and DORIS’s leadership, this is...
Scoping Review Meeting
Purpose The scoping review meeting is different from the fee review meeting. This meeting is to ...
Fee Review Meeting
30-minute meeting Client Attendee :: ONLY the client decision-makers Agenda Quick check...
Creating a Proposal Fee Document
Purpose Presenting the client with a proposed fee is the final step prior to contracting. This d...