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Ops in a Box
Ops in a Box aims to guarantee the execution of high-quality research and assessment projects.DORIS employees and contractors should follow these guidelines to maintain consistency and transparency.
Style Guides
Brand and Writing style guides.
Tech and Tools
How To guides for Microsoft Teams and MAXQDA
Adobe InDesign
DORIS uses Adobe InDesign for all our deliverables. Everyone at DORIS should know how to do basic editing and exporting in InDesign.
Research Frameworks + Methods
This shelf includes the research methods, theory, and philosophy each DORIS project is rooted in.
General DORIS
1:: Project Launch
This phase begins after the project has been sold. Its purpose is to set the strategy and logistics for the project.
2 :: Project Orientation
In this phase, the project participants are introduced to DORIS, the project, and how they will engage with us.
3 :: Challenge Seeking
This phase examines the current state of the organization or problem space. It includes all of the data collection methods that aim to uncover current challenges.
4 :: Challenge Defining
In Challenge Defining, DORIS synthesizes all the data gathered in Challenge Seeking. Problems or opportunities are presented as challenges, actionable, specific statements that the client can address. Client leadership prioritizes which challenges they want to...
5 :: Solution Seeking
Challenge statements spur facilitated sessions where stakeholders generate many solutions using divergent thinking methods. Then, stakeholders converge or narrow down to top ideas and build low-fidelity models of those ideas. Participants share their models, h...
7 :: Project Conclusion
This step begins with scheduling a post-project reflection meeting and ends with creating project takeaways.
Participant Communications
Communications begin with 2 :: Project Orientation and continue through to the end
6 :: Solution Defining
In Solution Defining, DORIS synthesizes all the data gathered in Solution Seeking into criteria for solutions that leaders may implement in the future. DORIS presents the solution criteria in a document that compiles all of the findings throughout the research...
0 :: Using this Resource
This book contains a general overview of how to use Ops in a Box.
Old Versions of Stuff (Don't Use, Don't Delete)
Admin
Writing Guide
Book 1
Teams
Guide on how to use and troubleshoot Microsoft Teams
01 Hello, Adobe InDesign
Background + Overview
05 Creating Research Documents
UNDER CONSTRUCTION These instructions are broken into phases to allow for more support from team members who are not confident with advanced InDesign techniques.
04 Creating Floor Plans
When a Usability Study is included in a project, the client floor plans are used for data collection. We create simplified plans in InDesign to include in our reports.
Brand
We are human ecologists. We use your data to draw connections between your people’s daily behaviors and your organization’s performance. Then, we help you figure out how to drive positive change. Use the DORIS Brand Adobe CC library to access colors, logos, a...
Assessment
Assessments are smaller, truncated projects that do not allow for as much client customization. Unlike a research project, they are geared toward understanding how the organization is functioning today. Think "well-baby check" vs. going to a doctor's appoin...
03 Basic Competence in InDesign
Need to do something specific? Try in here.
Internal Prep
All internal preparation required to set up the project
Internal
Post-Project team reflection and Project-to-Sales handoff
External
Sending final communication to participants
Solution Defining Document
Solution Defining Meeting
Solutioning Workshop
Interview
DORIS researchers conduct one-on-one interviews with stakeholders. The interviews aim to gather in-depth qualitative data about what is and isn’t working in the workplace today. In a research project, the interview protocol is customized based on the project b...
Data Analysis & Synthesis
Challenge Defining analysis starts with a complete data set from data collection in the Challenge Seeking Phase. The purpose of analysis is to understand the participants experience with analysis methods to identify emergent themes. Synthesis happens after ana...
Challenge Defining Document
The Challenge Defining document provides detailed information on how the workplace is used today and what challenges employees face.
Leadership Meeting
In the Challenge Defining Meeting, the DORIS team presents the data to leadership and facilitates them through strategy for the second half of the project.
Data Analysis & Synthesis
Solution Defining analysis starts with a complete data set from data collection in the Solution Seeking Phase. The purpose of analysis is to understand the participant criteria for solutions. Synthesis happens after analysis to converge collectively on insight...
Communication Content Templates
Leadership Meeting
In the Solution Defining Meeting, the DORIS team presents the solution criteria to leadership and facilitates them through identifying their first next steps following the project.
Pre-Sale Alignment Meeting (PSAM)
DORIS meets with leaders to determine goals for the project and sets priorities for what leaders want to learn from research.
Scoping Document (Deliverable)
The Scoping Document summarizes the Alignment Meeting and provides the client with a roadmap for how DORIS might support the organization in their goals.
Surveys
Interviews
DORIS researchers conduct one-on-one interviews with stakeholders. The interviews aim to gather in-depth qualitative data about what is and isn’t working in the workplace today. In a research project, the interview protocol is customized based on the project b...
Kickoff Meetings
Kickoff Meetings are the participant introduction to the project. The goals of the Kickoff Meeting are to 1) get participants comfortable with the DORIS process and 2) get participants to sign up for an interview.**The interview sign-up process must be ready a...
Usability
The Usability Study is an opportunity to collect in-depth quantitative data about the workplace and its use today.
Data Analysis
Execute
Conduct the first project team meeting. This meeting is the opportunity for any team members who did not attend the Sales-to-Project Handoff to receive a briefing on the project and their roles. The Operations Manager schedules the meeting and conducts it a...
Start + Plan
Start Conduct Sales to Project Team Handoff meeting The Sales to Project Team Handoff meeting is the official start of a DORIS project for the Ops team. In this meeting, the person who sold the project will give information about the client and proposal to t...
Scoping Document (Deliverable)
Purpose The Scoping Document summarizes the Pre Sales Alignment Meeting and sets the strategy for DORIS's research throughout the project. It serves as a promise to the client and a roadmap for the Ops Team. Responsible Party Data Analyst or Project Lead I...
Plan
Schedule Post-Project reflection meeting with DORIS team The Operations Manager schedules a 60-minute meeting for all members of the DORIS team who engaged in the project (including the Sales Lead). Who: Operating Principal, Project Lead(s), Qualitative Re...
Execute
Conduct Project-to-Sales Handoff Identify project completion gifts Give the OK to Redact deliverables Conduct Post-Project reflection meeting with DORIS team The Project Lead conducts the reflection meeting. Project Strategist takes notes on action ite...
Finish
Create + share takeaway: what worked, what didn't, what wows Clean out + Archive Box and Google Drive Folders At the project conclusion, the folders are cleared out/archived for the purpose of organization and limiting of duplicative files. Delete any fol...
Execute
After the Research Findings document goes into making: Send email: 11 Project End
Establish participant communication processes with the client
Purpose To ensure we and the client are on the same page about participant communication. Responsible Party Ops Manager Directions It is crucial to determine how DORIS will communication with participants throughout the project. Each organization has ...
Plan
The document outline must be complete before beginning the content document. Draft Solution Defining content Action Planning Content Template 1. Create a new document from the Action Planning content template. (View on Scribe) Navigate to Google Dr...
Execute
Conduct meeting with project team and maker The ops manager contacts the graphic designer with outline of work and logistics. In the maker meeting, the research lead meets directly with the maker to go through the content and expectations for making. Chec...
Define
Confirm meeting time + location
Develop
Create protocol for meeting Create materials for meeting Meeting dry run
Deploy
Conduct Action Planning meeting
Debug
Analyze/Synthesize leader priorities (if needed) Send final report of leader priorities to liaison (if needed)
Plan
1. Client leadership introduces the project and DORIS to participants Before DORIS sends any communication directly to participants, a client leader should announce the project internally. By championing their participation at a high level, it increases the l...
Navigating Ops in a Box
Our process is separated into phases, milestones, and tasks. Phases The DORIS process contains seven phases: 1:: Project Launch 2 :: Project Orientation 3 :: Challenge Seeking 4 :: Challenge Defining 5 :: Solution Seeking 6 :: Solution Defining 7 :: P...
Kickoff Meetings
Kickoff Meetings are the participant introduction to the project. The goals of the Kickoff Meeting are to 1) get participants comfortable with the DORIS process and 2) get participants to sign up for an interview.* *The interview sign-up process must be ready...
Prep for Interviews
DORIS researchers conduct one-on-one interviews with stakeholders. The interviews aim to gather in-depth qualitative data about what is and isn’t working in the workplace today. In a research project, the interview protocol is customized based on the project b...
Usability Study
The Usability Study is an opportunity to collect in-depth quantitative data about the workplace and its use today. DORIS looks for overarching patterns about when, where, and how people use their current workplace. DORIS collects data on the general activities...
Start + Plan
DORIS facilitates stakeholders in creative problem solving, responding directly to the challenges identifed in Challenge Defining. The Solutioning Workshop (a.k.a. Solution-Defining Workshop, Idea Generating & Rapid Prototyping Workshop, Solutioning Session, e...