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Send Usability Announcement Reminder Comm

3 :: Challenge Seeking Usability

Purpose Remind people there will be RAs walking through the building.  Responsible Party Data ...

Updated 10 months ago by Tab Sabin

Send Usability Announcement Comm

3 :: Challenge Seeking Usability

Purpose Let employees know why someone is walking around their workspace.  Responsible Party D...

Updated 10 months ago by Tab Sabin

Hire contract RAs (as needed)

3 :: Challenge Seeking Usability

Purpose At DORIS, our standard practice is to recruit contract research assistants (RAs) to cond...

Updated 10 months ago by Tab Sabin

Create materials for RA orientation

3 :: Challenge Seeking Usability

Purpose For each project, a usability orientation presentation and packet are created. These mat...

Updated 10 months ago by Tab Sabin

Send survey launch comm to participants

3 :: Challenge Seeking Surveys

Purpose Participants have access to survey link.  Responsible Party Data Analyst Interdepende...

Updated 10 months ago by Tab Sabin

Determine how participants will sign up and participate in interviews

3 :: Challenge Seeking Interviews

Purpose The Operations Manager engages with the project liaison to understand the organization's...

Updated 10 months ago by Tab Sabin

Send Interview Sign Up Reminder (repeat as needed)

3 :: Challenge Seeking Interviews

Purpose Remind stakeholders to sign up for interviews. Responsible Party Research Associate, D...

Updated 10 months ago by Tab Sabin

Conduct Interviews - Virtually

3 :: Challenge Seeking Interviews

Purpose To collect qualitative and quantitative data. Virtual interviews are the standard method...

Updated 10 months ago by Tab Sabin

Establish and launch the participant interview sign-up process

3 :: Challenge Seeking Interviews

Purpose Create the sign-up link for stakeholders to sign up for interviews. Responsible Party ...

Updated 10 months ago by Tab Sabin

Create Interviewer Packet

3 :: Challenge Seeking Interviews

Purpose To provide interviewers with a single, easy-to-use reference for each client project. Th...

Updated 10 months ago by Tab Sabin

Link Calendly to Participant List

3 :: Challenge Seeking Interviews

Purpose Automate updating the Master List when interviews are scheduled in Calendly. Each new Ca...

Updated 10 months ago by Tab Sabin

Prep Vantage Space

3 :: Challenge Seeking Usability

Purpose We use Vantage Space to collect usability study data. By uploading floor plans, we can a...

Updated 10 months ago by Morgan Dosterglick

Layers 6: Occupancy

04 Creating Floor Plans Phase 3

Once the usability study data is collected and analyzed, we update the floor plan with colors to ...

Updated 10 months ago by Maria Meschi

Layer 5: Data Points/Shapes

04 Creating Floor Plans Phase 2

Use this layer after the study has been completely set up in Vantage Space to add the point numbe...

Updated 10 months ago by Maria Meschi

Set up Project Timeline in Ops Logistics

1:: Project Launch Internal Prep

Purpose A project timeline is vital for managing a project and ensuring it's completed on time. ...

Updated 11 months ago by Tab Sabin

Sales to Project Team Handoff meeting

1:: Project Launch Internal Prep

Purpose The Sales-to-Project Team Handoff marks the start for ops—sales delivers the client/scop...

Updated 11 months ago by Tab Sabin

Scoping Document (Deliverable)

1:: Project Launch Scoping Document (Deliverable)

Purpose The Scoping Document summarizes the Pre Sales Alignment Meeting and sets the strategy fo...

Updated 11 months ago by Tab Sabin

Prepare project alignment data

1:: Project Launch Scoping Document (Deliverable)

Purpose Prepare the data for analysis Responsible Party Project Strategist or Data Analyst In...

Updated 11 months ago by Tab Sabin

Create Alignment Meeting Project in Ops Logistics

1:: Project Launch Pre-Sale Alignment Meeting (PSAM)

Purpose Creating the project in Ops Logistics allows the Ops Team to incorporate its related tas...

Updated 11 months ago by Tab Sabin

Stock preferred snacks

Onboarding Pre-start

Purpose Make the new hire feel welcome by honoring their stated snack/drink preferences. Respon...

Updated 11 months ago by Tab Sabin