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2 :: Project Orientation
Confirm Kickoff Meeting logistics Prepare protocol and materials for Kickoff Meetings Conduct Kickoff Meeting Update Internal Project Team Update participant attendance Send Kickoff Follow Up Email
Creating a Google mailmerge
Purpose Sending participant communications. Responsible Party Data Analyst Interdependencies We have received the client's Participant List Directions Create a mailmerge sheet from the templates gallery, house in 0 - Project communications folder in ...
Sending Mailmerge
Purpose Communicate with participants Responsible Party Data Analyst Interdependencies The email text has been approved by the client. Directions Create a mailmerge email draft Change the "From" line to @doris email account Pull in the tags from ...
Usability Analysis
Purpose Provide client info about how frequently spaces are used, and how they are used. Responsible Party VP of Ops or Research Associate Interdependencies The usability study has been completed + the data has been downloaded + cleaned. Directions ...
3 :: Challenge Seeking
Conduct strategy meeting with project team Review the Interview/Survey Protocol document Link Calendly to participant list Interview Prep + Execution Confirm interview dates + create interview schedule Determine how participants will sign up and pa...
4 :: Challenge Defining
Data Prep Prepare Interview Data Prepare Survey Data Data Analysis Google Sheets analysis (Qual) MAXQDA Analysis (Qual) Excel Survey Analysis (Quant) Create Initial Insight Document Conduct individual synthesis Group Synthesis ...
5 :: Solution Seeking
Confirm Logistics for Solutioning Workshop Send Solutioning Session Sign Up Comm Send Solutioning Session Sign Up Reminder Comm Prepare Tools + Supplies for Solutioning Session Facilitate Solutioning Sessions Facilitate Onsite Solutioning Session F...
6 :: Solution Defining
Conduct Solution Analysis Strategy Meeting Prepare session data Execute Qualitative Analysis Conduct individual synthesis Conduct Group Synthesis Meeting Create/use Insight Report outline started after challenge seeking Write Solutioning Content Rev...
7 :: Project Conclusion
Conduct Project-to-Sales Handoff Send final Thank you comm Clean out and archive Box + Drive folders Add Project Data to Data Warehouse Prep for Post-Project reflection meeting with DORIS team Schedule Quarterly Post-Project reflection meeting with DOR...
Editing Interview Content
Purpose To ensure the interview is error-free and the display logic works correctly (if applicable) Responsible Party Research Associate, Data Analyst and Project Strategist Interdependencies The interview has been programmed into QuestionPro. Direc...
Create interview links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the survey, making it look more personal for the participant and so we do not have to enter variables on the backend during data analysis. Responsible Party Ops Mana...
Send Project Launch Comm content to client liaison
Navigate to the Project Launch Comm for the SOP and template language.
Send Interview Sign Up Reminder (repeat as needed)
Purpose Remind stakeholders to sign up for interviews. Responsible Party Research Associate, Data Analyst, Ops Manager Interdependencies 1st: Interviews started two days ago, and not everyone signed up. 2nd: Two days before final interview date if p...
Team Cloud
MAXQDA is a single-user program that does not allow several people to access the same project file simultaneously. With TeamCloud, multiple users can work on local copies of a MAXQDA project file on their individual computers simultaneously. Using TeamCloud, t...
Getting Started with MAXQDA
MAXQDA is "on-premise software" installed locally on each user's computer. Each person who uses MAXQDA needs a license and will install the software on their computer. Speak to the Operations Manager about getting a license for MAXQDA. MAXQDA has a robust he...
Useful MAXQDA functions
Smart Coding Tool The Smart Coding Tool is designed for working with coded text segments and is very well suited to performing the following tasks: Getting an overview of the contents coded with a code, Reviewing and, if necessary, changing relevant codes...
Project Alignment Meeting (PAM)
Some projects begin without a PSAM (Pre-Sale Alignment Meeting). However, an Alignment Meeting is still required to set the strategy for the project. In these cases, follow these steps: Schedule Alignment Meeting Prepare agenda and materials for meeting Con...
Send Usability Announcement Comm
Purpose Let employees know why someone is walking around their workspace. Responsible Party Data Analyst Interdependencies It's the Tuesday before Usability starts. RAs have been hired, and the Usability Schedule has been set. Directions The Data An...
Send Usability Announcement Reminder Comm
Purpose Remind people there will be RAs walking through the building. Responsible Party Data Analyst Interdependencies It's the Thursday in the first week of Usability. Directions The Data Analyst uses the template email language and updates with ...
Send Solution Session Sign Up Reminder (repeat as needed)
Purpose Remind participants to sign up for a Solutioning Session Responsible Party Data Analyst Interdependencies 1st: The initial comm went out a week ago, and not everyone has signed up2nd: There are only a handful of people signed up for the remaining ...