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Views: Normal vs. Preview
Preview mode in Adobe InDesign displays a document as it will appear after exporting, hiding non-printing elements and frames. To toggle between Normal View and Preview View, you can: Press the W key on your keyboard (as long as the Type Tool is not active)...
Group or Ungroup Objects
You can combine several objects into a group to treat them as a single unit. You can then move or transform the objects without affecting their individual positions or attributes. Items are often grouped to make it easier to arrange them on the page. Sele...
Align or Distribute Objects
You use the Align panel (Window > Object & Layout > Align) to align or distribute objects horizontally or vertically along the selection, margins, page, or spread. Align means moving the selected objects to have the same horizontal or vertical alignment. For ...
Paragraph Spacing
Several terms describe space between and around text (leading, kerning, and tracking). The DORIS paragraph and character styles account for all of them. Usually, using the paragraph style built into the document template will accommodate spacing. Basic Conte...
Graphics + Frames
Insert a graphic Choose File > Place to place a graphic (or multiple graphics) in your document. Click Open. If a frame is selected before placing, the graphic is placed within the frame. You can also click to place a graphic into an existing empty frame o...
Lock + Unlock Objects
You can use the Lock command to specify that you don’t want certain objects to move in your document. Locked objects stay locked when a document is saved, closed, and then reopened. As long as an object is locked, it cannot be moved. Select the object or o...
Glossary of InDesign Terms
anchor point—a point on a path that indicates a change of direction. Paths are made up of one or more anchor points. baseline—the invisible line on which most letters sit. It is the starting point for text alignment in InDesign. bleed—the area outside the pa...
3. Delete Figure Text from Main Content
If the document you create includes images and figures, they will be added in the next phase. If the text copied over from the content document includes figure titles, subtitles, or descriptions, it can be deleted. If you want to be extra kind to the person w...
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...
Building and 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 protocol has been gate-checked. Project Strate...
Create interview links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the interview, making it look more personal for the participant and so we do not have to enter variables on the backend during data analysis. The DORIS interviewer w...
Send Project Launch Comm content to client liaison
Navigate to the Project Launch Comm for the SOP and template language.