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Conduct Solution Defining Meeting
Purpose Conduct Solution Defining Meeting to present findings from Solution Sessions. Responsible Party Project + Sales lead Interdependencies The meeting has been confirmed and materials have been created + packed Directions Welcome/Introduction S...
Debrief DORIS team about Solution Defining meeting
Purpose Let the team know how the Solution Defining meeting went. Responsible Party Ops Project Lead Interdependencies The Solution Defining meeting has occurred. Directions Post the debrief on Slack. Paste the debrief into the Project Charter ...
Send final Thank You comm
Purpose Send a warm thank-you note and gift to client contacts at the end of a study. Responsible Party Office Manager Interdependencies Final deliverable is in production or delivered, and the Solution Defining meeting (and any follow-ons) has occurred...
Schedule Quarterly Post-Project reflection meeting with DORIS team
Purpose Schedule a 60-minute meeting to reflect on that quarter's projects. What went well, didn't go well, etc. Responsible Party Ops Manager Interdependencies The end of quarter is approaching Directions Invite both sales and ops to the meeting. ...
Prep for Post-Project reflection meeting with DORIS team
Purpose Prepare for the meeting. Responsible Party All ops and sales people. Interdependencies The meeting has been scheduled. Directions The Operations Manager sends the Post-Project Reflection pre-work to all attendees with a reminder to complete...
Conduct Project-to-Sales Handoff
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 completes the ...
Clean out and Archive Box + Drive folders
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...
Add Project Data to Data Warehouse
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...
Facilitate Virtual Solution Session
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 ...
Create a document from a template
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...
General rules for editing text
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...
Anatomy of a DORIS Document
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 and Install Teams
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 ...
1. Create the document
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...
2. Add Challenge/Solution content and clean formatting
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...
Logo
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...
Colors
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 ◼Pine#315528C78 M42 Y100 K40R49 G85 B40 ◻ Pure Wh...
Fonts
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 ...