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Purpose Understand how participants want a solution to look and function. Note: A mood board is a collage of images, video frames, patterns, or text that conveys a certain feeling at a glance. Qualities Mode of Inquiry: Divergent Common Usage: Solutio...

Purpose Understand the current state or future state of how an individual (customer, employee, etc) experiences a process.  This method is useful when researching in a customer experience context. Qualities Mode of Inquiry: Convergent (Sensemaking) Co...

Purpose Explore participants' opinions, attitudes, and perceptions on the topic through group interaction. Qualities Mode of Inquiry: Divergent Common Usage: Challenge Seeking Depth of Understanding Gained: Deep Participant Engagement: Synchronous   ...

Purpose Narrow down a large number of ideas by allowing individuals to explain their preferences. Qualities Mode of Inquiry: Convergent Common Usage: Solution Seeking Depth of Understanding Gained: Shallow Participant Engagement: Synchronous   Resea...

Purpose: Get into a generative mode  Feel what it’s like to be in a negative and then a positive brainstorming environment  Practice building off the ideas of others Participants: Groups of any sizeSupplies: None How to lead it: Get the group into ...

Purpose: Get into a generative mode Participants: Solo or groups of any sizeSupplies: A pen and a piece of paper (per person) with 30 blank circles on it of approximately the same size. How to lead it: Give each participant one 30 Circles sheet of ...

Purpose: Start thinking about what makes a physical environment desirable Practice generating ideas Participants: Solo or groups of any sizeSupplies: A pen and a piece of paper (per person). How to lead it: Give each participant one sheet of paper...

Purpose: Explore personal preferences Illustrate the diversity of preferences in the group Participants: Groups of any sizeSupplies: Number paddles (or determine a way for people to indicate 1 or 2 without paddles) How to lead it: Give each partic...

Purpose To keep the Ops Team aware of current data collection methods. Responsible Party Lead Project Strategist Interdependencies This can happen any time after the phase has concluded. Directions Reflect on the methods used in this phase. If any ar...

Purpose Collect participant perspectives on a given topic. This method is useful when you can't convene participants synchronously and have access to a place where participants regularly spend time. Qualities Mode of Inquiry: Divergent Common Usage: S...

Purpose Sentence/phrase explaining why we do this task Example:Convene client leaders + decision-makers with the DORIS team to better understand their needs Responsible Party Who does the task?Example: Sales Lead Interdependencies What has to happen befor...

Purpose Make sure we don't miss a step when onboarding Responsible Party Office Manager Interdependencies Owner(s) tell the DORIS team that the new hire has accepted the offer and signed a contract. Directions Open the Master Onboarding Schedule...

Purpose Get new hire(s) started on admin procedures.  Responsible Party Ops Manager Interdependencies Pre-boarding has been completed.  Directions Ops Manager will hold a 30 minute meeting, using the Admin Orientation Agenda with new hire(s).   Giv...

Purpose Get the new hire situated in the office. Responsible Party Office Manager Interdependencies N/A Directions Greet the new hire Show them to their workstation Answer any immediate questions Explain each space, snack situation G...

Purpose Make the new hire feel welcome. Responsible Party Office Manager Interdependencies N/A Directions Example: Introduce anyone in the office Set aside time in Standup for NH to introduce themselves Who’s who and what they do Resources Te...

Purpose Ensure the new hire understands role and organization expectations. Responsible Party Operations Manager Interdependencies After welcome tour and team introductions Directions Example: Ops Manager conducts 1:1 meeting.   Ops Manager answers ...

Purpose Setup Worksmart (HR website).  Responsible Party President and/or VP of Ops Interdependencies Office Manager has scheduled the meeting.  Directions Complete new hire paperwork in Worksmart Submit ACH Form (for direct deposit

Purpose Inform the new hire about how DORIS handles expenses, office access, and security. Responsible Party Office Manager Interdependencies The meeting is scheduled. Directions Before the meeting: Ensure that an office key is available fo...

Purpose Get the new hire comfortable with the essential tech tools Responsible Party Maria (for now) Interdependencies Email account should be established. Directions Gather snacks and caffeine Find a place where two people can chat wit...