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Send Challenge Defining document to liaison to distribute prior to Leadership Meeting The body...
Create and edit project charter
Purpose The project charter delineates the project's scope, stakeholders, roles, and detailed in...
Sales to Project Team Handoff meeting
Purpose This meeting convenes client leaders + decision-makers with the DORIS Ops team to better...
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 materials for RA orientation
Purpose For each project, a usability orientation presentation and packet are created. These mat...
Send Usability Announcement Comm
Purpose Let employees know why someone is walking around their workspace. Responsible Party D...
Edit Vantage Space / Assign Spaces to Research Assistants
Purpose Updates from the walk-through are changed in Vantage Space so the points are correct and...
Review client-provided floor plans
Purpose To ensure we have all the floorplans (FPs) needed to set up Vantage Space and they have ...
Determine if Interviewers will be contractors or internal
Purpose Decide who will be doing the interviews + inform them. Responsible Party Ops Manager...
Send Interview Sign Up Reminder (repeat as needed)
Purpose Remind stakeholders to sign up for interviews. Responsible Party Data Analyst Interd...
Create interview links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the s...
Editing Interview Content
Purpose To ensure the interview is error-free and the display logic works correctly (if applicab...
Interview Debrief
Purpose The purpose of the interview debrief is to glean as much knowledge as possible from the ...
Conduct Interviews In-person
Purpose Responsible Party Whoever is assigned to conduct in-person interviews + contract inte...
Conduct Interviews - Virtually
Purpose To collect qualitative and quantitative data. Virtual interviews are the standard method...
Establish and distribute the participant interview sign-up system
Purpose To ensure the participant sign-up method is compatible with the organization's firewalls...
Determine how participants will sign up and participate in interviews
Purpose The Operations Manager engages with the project liaison to understand the organization's...
Review the interview/survey protocol document
Purpose To ensure the survey is error-free and is answering Leadership Questions Responsible Pa...
Create Interviewer Packet
Purpose Put all the info interviewers need in one place. Responsible Party Data Analyst Inte...