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The DORIS Comprehension Pyramid

Step Into DORIS Sales Meeting The People

A DORIS salesperson is expected to be in multiple meetings each week. Leverage the following fram...

Updated 4 months ago by Meghan Tooman

Reach Out to People!

Step Into DORIS Sales Find New People

Each day/week, a DORIS salesperson is responsible for a specific number of outreach attempts to c...

Updated 4 months ago by Meghan Tooman

DORIS Expense Submission Policy

Policies and Procedures

Purpose This policy outlines the process for submitting expenses incurred on a DORIS credit card...

Updated 4 months ago by Tab Sabin

PTO Scheduling

Policies and Procedures

Paid Time Off :: DORIS Guidelines for Scheduling PTO What:  This document will detail the...

Updated 4 months ago by Tab Sabin

Conduct Interviews In-person

3 :: Challenge Seeking Interviews

Purpose Getting interview data from participants who don't use virtual tools.  Responsible Part...

Updated 4 months ago by Morgan Dosterglick

Create and edit project charter

1:: Project Launch Internal Prep

Purpose The project charter delineates the project's scope, stakeholders, roles, and detailed in...

Updated 4 months ago by Tab Sabin

Usability Analysis

4 :: Challenge Defining Data Analysis

Purpose Provide client info about how frequently spaces are used, and how they are used.  Respo...

Updated 4 months ago by Morgan Dosterglick

MAXQDA Analysis (Qual)

4 :: Challenge Defining Data Analysis

Purpose Identify themes and patterns in experience through organizing, coding, sorting, and filt...

Updated 4 months ago by Maria Meschi

Conduct individual synthesis

4 :: Challenge Defining Synthesis

Purpose To identify patterns from data analysis, create thematic insights, and synthesize findin...

Updated 4 months ago by Maria Meschi

Print and pack materials for the meeting

6 :: Solution Defining Leadership Meeting [Solution Defining]

Purpose Prepare for the meeting.  Responsible Party Office Manager, Data Analyst Interdepende...

Updated 4 months ago by Maria Meschi

Transition new hire to training

Onboarding Week 2

Purpose Begin training NH for role-specific responsibilities  Responsible Party For Ops: Ops M...

Updated 4 months ago by Morgan Dosterglick

Brief the DORIS team on the new hire’s role in each external meeting

Onboarding Week 2

Purpose Ensure that everyone is comfortable when going into external meetings. Make DORIS look g...

Updated 4 months ago by Morgan Dosterglick

Introduction to Worksmart

Onboarding Week 1

Purpose Help new hires understand the purpose and use of Worksmart Responsible Party Superviso...

Updated 4 months ago by Morgan Dosterglick

Introduction to EOS

Onboarding Week 1

Purpose Help new hires understand the purpose and use of EOS and Ninety Responsible Party Supe...

Updated 4 months ago by Morgan Dosterglick

1:1 with Owner(s)

Onboarding Week 1

Purpose Ensure the new hire feels valued, understands their strategic importance, and has the co...

Updated 4 months ago by Morgan Dosterglick

Introduction to the DORIS process

Onboarding Week 1

Purpose Every DORIS employee needs to be familiar with the research process. It’s what we do! R...

Updated 4 months ago by Morgan Dosterglick

Daily check-ins on tasks

Onboarding Week 1

Purpose Provide a feedback mechanism for new hire and supervisor. Responsible Party Supervisor...

Updated 4 months ago by Morgan Dosterglick

Tech Orientation

Onboarding Day One

Purpose Get the new hire comfortable with the essential tech tools Responsible Party Maria (fo...

Updated 4 months ago by Morgan Dosterglick

EOD check-in with Supervisor

Onboarding Day One

Purpose Help the new hire transition into the rest of their week. Responsible Party Supervisor...

Updated 4 months ago by Morgan Dosterglick

Admin orientation

Onboarding Day One

Purpose Inform the new hire about how DORIS handles expenses, office access, and security. Resp...

Updated 4 months ago by Morgan Dosterglick