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0 :: Using this Resource

This book contains a general overview of how to use Ops in a Box.

Start + Plan

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Start Conduct Sales to Project Team Handoff meeting The Sales to Project Team Handoff meeting is the official start of a DORIS project for the Ops team. In this meeting, the person who sold the project will give information about the client and proposal to t...

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Policies and Procedures

Writing Guide

These pages aim to ensure consistency and brand alignment across all written content

Scoping Document (Deliverable)

1:: Project Launch Scoping Document (Deliverable)

Purpose The Scoping Document summarizes the Pre Sales Alignment Meeting and sets the strategy for DORIS's research throughout the project. It serves as a promise to the client and a roadmap for the Ops Team. Responsible Party Data Analyst or Project Lead I...

Research Associate
Project Lead

Book 1

Teams

Guide on how to use and troubleshoot Microsoft Teams

Internal

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Post-Project team reflection and Project-to-Sales handoff

01 Hello, Adobe InDesign

Background + Overview

External

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Sending final communication to participants

05 Creating Research Documents

UNDER CONSTRUCTION These instructions are broken into phases to allow for more support from team members who are not confident with advanced InDesign techniques.

Solution Defining Document

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04 Creating Floor Plans

When a Usability Study is included in a project, the client floor plans are used for data collection. We create simplified plans in InDesign to include in our reports.

Usability

Solution Defining Meeting

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Visual Identity

These pages aim to ensure consistency and brand alignment across all visual content. Use the DORIS Brand Adobe CC library to access colors, logos, and typography in any Adobe software.

Assessment

Assessments are smaller, truncated projects that do not allow for as much client customization. Unlike a research project, they are geared toward understanding how the organization is functioning today. Think "well-baby check" vs. going to a doctor's appoin...

03 Basic Competence in InDesign

Need to do something specific? Try in here.