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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 10 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 10 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 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 11 months ago by Morgan Dosterglick

New Hire Paperwork

Onboarding Day One

Purpose Setup Worksmart (HR website).  Responsible Party President and/or VP of Ops Interdepe...

Updated 11 months ago by Morgan Dosterglick

First Supervisor 1:1 Agenda

Onboarding Day One

Purpose Ensure the new hire understands role and organization expectations. Responsible Party ...

Updated 11 months ago by Morgan Dosterglick

Team Introductions

Onboarding Day One

Purpose Make the new hire feel welcome. Responsible Party Office Manager Interdependencies N...

Updated 11 months ago by Morgan Dosterglick

Admin Orientation

Onboarding Day One

Purpose Get new hire(s) started on admin procedures.  Responsible Party Ops Manager Interdepe...

Updated 11 months ago by Morgan Dosterglick

Welcome and Tour

Onboarding Day One

Purpose Get the new hire situated in the office. Responsible Party Office Manager Interdepend...

Updated 11 months ago by Morgan Dosterglick

Conduct Solution Defining Meeting

6 :: Solution Defining Leadership Meeting [Solution Defining]

Purpose Conduct Solution Defining Meeting to present findings from Solution Sessions.  Responsi...

Updated 1 year ago by Tab Sabin