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Book 1

Draft Challenge Defining Content

4 :: Challenge Defining Challenge Defining Document

Purpose To create content for the Challenge Defining document Responsible Party Research Associate, VP of Ops, Project Strategist Interdependencies The synthesis meeting is completed and the outline is approved.  Directions Add a content gate check ...

Research Associate
Project Strategist
VP of Ops

Review + approve Challenge Defining content before making

4 :: Challenge Defining Challenge Defining Document

Purpose Ensure the content reflects the group synthesis outcomes/outline with adequate qualitative and quantitative supporting data. Check that the document is clear, concise, and free of grammatical errors.  Responsible Party Project Strategist, VP of Ops,...

Project Strategist
VP of Ops
Research Associate

Make Challenge Defining Document

4 :: Challenge Defining Challenge Defining Document

Purpose Make document in Indesign for client Responsible Party Project Strategist  Interdependencies The content has been draft and approved by project lead Directions Follow instructions in Creating Research Documents Resources  Challenge Definin...

Project Strategist

Review and Approve Document

4 :: Challenge Defining Challenge Defining Document

Purpose To ensure the visual brand standards are met and free of grammatical errors.  Responsible Party Research Associate, VP of Ops Interdependencies The document has been made  Directions Respond to maker comments Check for pink text (missing ...

Project Lead
Research Associate
Ops Manager

Send Challenge Defining Document to Liaison

4 :: Challenge Defining Challenge Defining Document

Purpose Send Challenge Defining document to client liaison so leaders can review the content before the Challenge Defining meeting. Responsible Party Project Lead, VP of Ops Interdependencies The designed document has undergone a round of edits and DORIS ...

Project Lead
VP of Ops

Confirm Challenge Defining meeting logistics

4 :: Challenge Defining Leadership Meeting

Purpose Schedule and confirm CD meeting logistics.  Responsible Party Ops Manager Interdependencies The project timeline is set, and Challenge Seeking data collection has concluded.  Directions The Operations Manager coordinates with the client ...

Ops Manager

Create a Meeting Protocol

4 :: Challenge Defining Leadership Meeting

Purpose Create a meeting agenda. Responsible Party Ops Lead  Interdependencies The Challenge Defining content is finalized and approved.  Directions  Fill in the meeting agenda template (below) with project-specific information.  Resources Challen...

Project Strategist

Create materials for the CD meeting

4 :: Challenge Defining Leadership Meeting

Purpose Support leaders' prioritization of challenges.  Responsible Party Project Lead Interdependencies The Challenge Defining document has been finalized and approved, and meeting logistics have been confirmed.  Directions Meet with the VP of Operat...

Project Lead

Pack materials for the meeting

4 :: Challenge Defining Leadership Meeting

Purpose Gather tools and supplies to take to the meeting.  Responsible Party Project Strategist or VP of Ops and Administrative Assistant  Interdependencies The tools and agendas have been created and physical copies of the CD document have been printed a...

Project Strategist
Administrative Assistant

Print and Bind Challenge Defining Document

4 :: Challenge Defining Leadership Meeting

Purpose Create physical + bound copies of a research document. Responsible Party Administrative Assistant or Research Associate Interdependencies The document has been finalized and the meeting logistics have been confirmed. Directions Printing at D...

Administrative Assistant
Research Associate

Send Challenge Defining document to liaison to distribute prior to Leadership Meeting

4 :: Challenge Defining Leadership Meeting

Purpose Client leadership can review the document before the Challenge Defining meeting.  Responsible Party Ops Manager Interdependencies Meeting logistics have been confirmed and the document is finalized Directions The body of the email should be si...

Ops Manager

Conduct Challenge Defining Meeting

4 :: Challenge Defining Leadership Meeting

Purpose The primary outcome of the Leadership Meeting is the selection of the challenges to bring back to participants during Solution Seeking. After presenting the findings, the Ops Lead facilitates the client leadership through assigning each challenge to...

Project Lead
Sales Lead

Debrief DORIS team

4 :: Challenge Defining Leadership Meeting

Purpose Following the meeting, the Ops Lead updates the team on how it went and the outcomes Responsible Party Project Lead Interdependencies The Challenge Defining meeting has been conducted.  Directions Post the debrief on Slack. Paste the debr...

Project Lead

Confirm Logistics for Solutioning Workshop

5 :: Solution Seeking

Purpose To schedule Solutioning Sessions date, time, and location.  Responsible Party Ops Manager Interdependencies A project timeline has been created, and the CD meeting has been set.  Directions The Operations Manager confirms the logistics for the...

Ops Manager

Edit PDF view settings

03 Basic Competence in InDesign Saving, Printing, and Exporting Projects

Most DORIS documents are designed to be viewed as a spread: two portrait pages next to each other, like a book. If a PDF was not properly exported from InDesign, it might open in a single-page view in Adobe Acrobat. You can edit a document's properties to open...

Prepare Tools + Supplies for Solutioning Session

5 :: Solution Seeking

Purpose Prepare for the Solutioning Session and bring all needed materials.  Responsible Party Project Strategist, Research Associate, Administrative Assistant Interdependencies The Solutioning Sessions have been scheduled, and leaders have decided which ...

Research Associate
Administrative Assistant

Facilitate Onsite Solution Session

5 :: Solution Seeking Facilitate Solution Sessions

Purpose Facilitate Solutioning Sessions to collect solution criteria data Responsible Party Project Strategist Interdependencies Leaders have identified what challenges will be solved for in workshops.  Directions Arrive to the location of the worksho...

Project Strategist
VP of Ops

Document Session Data

5 :: Solution Seeking

Purpose Organize data from solutioning sessions Responsible Party Project Strategist  Interdependencies Solution Sessions have taken place.  Directions During the Session Solution Session data usually comes in three formats: Sticky notes on posters...

Project Strategist

Send Solutioning Session Thank You Comm

5 :: Solution Seeking

Purpose Thank people for their ideas and share broad themes.  Responsible Party Data Analyst Interdependencies After Solutioning Sessions get wrapped up and have data from Workshop Facilitator:  Directions Copy/update Solutioning Session Thank You com...

Data Analyst
Ops Manager