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Purpose Provide the Sales Team with feedback on the project and share potential prospecting or farming opportunities. Responsible Party Ops Project Lead  Interdependencies The Insight Report content has been created. Directions Ops Project Lead comple...

Purpose Declutter and archive project folders in Box + Drive. Make it easy to find data and deliverables in the future. Responsible Party Data Analyst  Interdependencies The project has concluded.  Directions Navigate to the project's folder in Box or...

Purpose Store historic project data in our database.  Responsible Party Data Analyst  Interdependencies The project has concluded. Directions Open the Research Warehouse (linked below) and the project's documents:   Research Scope / Delimitations d...

Purpose Facilitate Solutioning Sessions to collect solution criteria data. Responsible Party Project Strategist, Data Analyst (supporting role)  Interdependencies Leaders have identified what challenges will be solved for in workshops.  Directions ...

Directions About InDesign Templates Adobe InDesign template files are pre-designed layouts.  They come with placeholder text, images, and styles that can be customized to fit specific content needs. Templates streamline the design process by providing cons...

About the template text strategy Placeholder text or text that should be reviewed is displayed as pink. This color is controlled by a character style, !Pink - edits needed. In more complex templates, like Challenge Defining and Insight Report, the pink t...

Understanding the document grid A grid in graphic design is a foundational layout tool that organizes content on a page using horizontal and vertical lines. This structure helps designers maintain consistency, alignment, and hierarchy in their compositions. G...

Set up Microsoft Teams Visit the Microsoft Teams website or app store. Sign in with your Microsoft account or create a new one.  Use your @doris email account  If you are having issues with your DORIS Microsoft account, contact the Office Manager ...

Follow the instructions to create a document from a template. Save the new file to the project folder in Box. Select pages 20-25 (CD) in the Pages panel Right-click and select Duplicate Spreads Repeat 1. and 2. as many times as there are Ch...

Repeat these steps for every challenge/solution/finding in the document. 1. Add content Copy all the content for a challenge/solution/finding from the Google Doc file.  Using the Text tool, place the cursor into the text frame on the corresponding C...

Primary Logo Clear space Make sure there's always enough space around the logo to keep it clear and easy to read. Maintain empty space around the wordmark that's the size of the letter "D" or 30% of the wordmark's size. Secondary Logos The secondary lo...

Primary Colors Generally, DORIS Green should be used for the DORIS logo and design elements, not text. It does not provide enough contrast for accessibility.   ◼DORIS Green#98C23DC46 M4 Y100 K0R152 G194 B61 ◼Sap Green#5B7B38C67 M33 Y99 K17R91 G123 B56 ◻ Pu...

Whitney Whitney is the primary typeface for all DORIS materials. Whitney is available in many weights, but Book is the default for most text. When you need to emphasize an important word or sentence, use Whitney Semibold. FreightText Pro FreightText Pro ...

Icons simplify complex ideas and translate messages quickly. When designed with a similar style and structure, each icon unifies our communications and creates a consistent brand experience. DORIS icons may appear in two colors to add contrast and dynamism to...

This brand pattern may be used to add versatility and interest. The design draws upon the speech bubble in the DORIS logo and emphasizes our core values, especially Lead with Listening.  Patterns should always be complementary within a design and never the pr...

Sales to Project Handoff   Create and edit project charter Set up Wrike Create project resources Create Alignment Meeting Project in Wrike Scoping Document (Deliverable) Skip step 10: There are only 4 standard research questions in an assessment.  ...

Purpose  Before DORIS sends any communication directly to participants, a client leader should announce the project internally. Championing their participation at a high level increases the likelihood of engagement and a successful project. The timing and ...

What is overset text? Overset text will vanish from your content if it can't fit into a certain text frame. InDesign doesn't delete the text, but it isn't visible. A clear sign of overset text is when the text frame shows a red + plus sign in the bottom righ...

What's a parent page? A parent page is like a background that you can quickly apply to many pages. Objects on a parent page appear on all pages applied. Parent page items that appear on document pages are surrounded by a dotted border. Changes you make to...

Opening a document I opened a document, and it told me there are “missing links.” What’s that about, and how do I fix it? What to do about missing links How do I get the toolbars to show me all the tools I need? Setting Up Your Workspace Editing a...