Recently Updated Pages
Close Survey in Qualtrics
Purpose Closing the survey disallows people to submit responses after the end date. Responsibl...
Send Survey Reminder Email
Purpose To boost participant numbers. Responsible Party Data Analyst Interdependencies The ...
Send survey launch comm to participants
Purpose Participants have access to survey link. Responsible Party Data Analyst Interdepende...
Send participation updates to the liaison
Purpose The Ops Manager will regularly review participation rates in stakeholder engagements to ...
Send final Thank You comm
Purpose Thank participants for their time + give them a broad overview of solution topics covere...
Facilitate Virtual Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data. Responsible Party P...
Facilitate Onsite Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data Responsible Party Pr...
3 :: Challenge Seeking
Conduct strategy meeting with project team Review the Interview/Survey Protocol document Link...
Conduct Analysis Strategy Meeting
Purpose This meeting initiates the analysis/synthesis part of the DORIS process The purpose of t...
Email Solutioning Session information to Participants
Purpose To thank participants and inform them know when / where solutions sessions will take pla...
Send Usability Announcement Reminder Comm
Purpose Remind people there will be RAs walking through the building. Responsible Party Data ...
Thank RAs and document any information collected outside of Vantage Space
Purpose Make people feel appreciated and ensure all collected data is input for analysis. Respo...
Survey Analysis (Quant)
Purpose Identify quantitative insights from participant responses. Responsible Party Project S...
Project Alignment Meeting (PAM)
Some projects begin without a PSAM (Pre-Sale Alignment Meeting). However, an Alignment Meeting is...
Send Project Launch Comm content to client liaison
Navigate to the Project Launch Comm for the SOP and template language.
Conduct Alignment Meeting
Purpose DORIS collects client data to show organization leadership how data becomes a deliverab...
Conduct Project-to-Sales Handoff
Purpose Provide the Sales Team with feedback on the project and share potential prospecting or f...
7 :: Project Conclusion
Conduct Project-to-Sales Handoff Send final Thank you comm Clean out and archive Box + Drive...
Conduct Group Synthesis Meeting
Purpose Synthesis is a group effort to take all the data collected and filter it through the res...
Prepare session data
Purpose Prepare Solutioning Session data for analysis Responsible Party Data Analyst Interde...