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1:: Project Launch

This phase begins after the project has been sold. Its purpose is to set the strategy and logistics for the project.

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.

New Page

1:: Project Launch

Style Guides

Brand and Writing style guides. 

2 :: Project Orientation

In this phase, the project participants are introduced to DORIS, the project, and how they will engage with us.

Tech and Tools

How To guides for Microsoft Teams and MAXQDA 

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.

Adobe InDesign

DORIS uses Adobe InDesign for all our deliverables. Everyone at DORIS should know how to do basic editing and exporting in InDesign. 

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...

Research Frameworks + Methods

This shelf includes the research methods, theory, and philosophy each DORIS project is rooted in.  

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...

IRENE

Internal Resources for Employees, Neatly Explained

Internal Prep

1:: Project Launch

All internal preparation required to set up the project

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

Sales in a Sack

All about how to sell DORIS

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...

Execute

Old Versions of Stuff (Don't Use, Don't...

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...

Sales Lead
Project Lead
Ops Manager

0 :: Using this Resource

This book contains a general overview of how to use Ops in a Box.

Start + Plan

Old Versions of Stuff (Don't Use, Don't...

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...