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02 Getting Started with InDesign
MAXQDA
MAXQDA is a qualitative research tool that DORIS uses to code and analyze materials.
Philosophy + Approach
DORIS's mission is to be the voice of the people who matter. This philosophy is woven into our research practices.
Methods
These are methods that have been tested and proven in the DORIS project. Start with the DORIS Methods sheet on Google Drive. Once you have selected a method, use these pages to learn how to prepare and execute it. For method inspiration, try: Design Meth...
Onboarding
Data Prep
Clean and prepare data for analysis
Synthesis
Challenge Defining Document
Leadership Meeting
In the Challenge Defining Meeting, the DORIS team presents the data to leadership and facilitates them through strategy for the second half of the project.
Saving, Printing, and Exporting Projects
Phase 1: Create Doc + Add Text
All DORIS team members should be capable of creating a document from a template and copying text over from another source.
Phase 2: Graphics + Figures
Advanced InDesign skills may be required for this phase.
Phase 1
Initial tracing can take place as soon as floor plans are received from the client
Phase 2
Data points can be added as soon as they are confirmed in Vantage Space (usually the day a usability study begins)
Phase 3
Occupancy and behavioral data can be included once usability data analysis is completed
Working with Text
Working with Objects
Adding and Managing Images
DORIS InDesign Standards
Purpose: Maintain consistency in DORIS deliverables All DORIS employees should be able to create a document from a template and edit text content.
Views and Layout Aids
Phase 3: Cross-references + Review
How to Mailmerge
Facilitate Solution Sessions
Deliverable [Insight Report]
Leadership Meeting [Solution Defining]
Execute
Onsite Facilitation Arrive to the location of the workshop at least 30 minutes in advance to set up the space. Set up: The best arrangement for the workshop is separate tables with space to walk around. A large conference room table could work as long as...
Challenge Defining Document
The Challenge Defining document provides detailed information on how the workplace is used today and what challenges employees face. Start Create document outline from synthesis Plan Draft Challenge Defining content Review + approve Challenge Defining con...
Data Analysis + Synthesis
Start Create analysis/synthesis schedule + strategy The Project Lead determines the analysis strategy and shares it via email or Slack with the team Larger projects may require an Analysis Strategy meeting to align goals and delegate tasks Who is doing...
Leadership Meeting
In the Challenge Defining Meeting, the DORIS team presents the data to leadership and facilitates them through strategy for the second half of the project. What to expect in a Challenge Defining Meeting Each attendee receives a printed copy of the Challe...
Execute
Conduct Interviews - Virtually Virtual interview is the standard method at DORIS. These interviews should take up to 30 minutes and are scheduled back to back. A typical shift could have up to 10 interviews with two scheduled breaks built in. Interview Proce...
InterDebrief
Interview Debrief Process The purpose of the interview debrief is to glean as much knowledge as possible from the interviewers who have the first hand experience and knowledge. The Ops Manager coordinates a meeting time with the Project Lead or Project Str...
Prep for Analysis
Conduct Analysis Strategy Meeting This meeting initiates the analysis/synthesis part of the DORIS process The purpose of the meeting is to define: Timeline: How long, and how many hours we have to complete analysis. Roles: Who will do what portions of the...
Execute Qualitative Analysis
The purpose of qualitative analysis in a DORIS research project is to identify themes and patterns in experience through organizing, coding, and sorting/filtering data from stakeholder interviews. Top two qualitative analysis methods used: Maxqda analysis ...
Plan
The document outline must be complete before beginning the content document. Draft Challenge Defining content 1. Create a new document from the Challenge Defining content template. (View on Scribe) Navigate to Google Drive Open the Project folder Na...
Execute
Conduct meeting with project team and maker The ops manager contacts the graphic designer with outline of work and logistics. In the maker meeting, the research lead meets directly with the maker to go through the content and expectations for making. Chec...
Finish
Send Challenge Defining document to liaison to distribute prior to Leadership Meeting The body of the email should be similar to the text below. You may need to tweak the messaging to fit the client before sending it. CC: the Project Lead and VP of Operatio...
Start + Plan
What to Expect in a Challenge-Defining Meeting Each attendee receives a printed copy of the Challenge Defining document DORIS presents all data gathered Leadership engages in a conversation about what they heard Leadership participates in short activiti...
Execute
Conduct Challenge Defining Meeting The Project Lead and (often) the Sales Lead conduct the meeting with client leadership. Each meeting includes: Welcome Status Update Findings Presentation Discuss + Prioritize Review Next Steps and Time...
Finish
Debrief DORIS team Following the meeting, the Ops Lead updates the team on how it went and the outcomes. Post the debrief on Slack. Paste the debrief into the Project Charter. Debrief Protocol Project:Meeting: What went well? What didn’t go ...
Finish - Synthesis to Challenge Defining Outline
Synthesize data Conduct individual synthesis Synthesis must be external. Use Mural, a whiteboard, paper, etc. Address these questions: What seems like the biggest challenge? What are some other top challenges people experience? How do the challenges ...
Execute Quantitative Analysis
Needs Content
Prep for Analysis
Conduct Analysis Strategy Meeting This meeting initiates the analysis/synthesis part of the DORIS process The purpose of the meeting is to define: Timeline: How long, and how many hours we have to complete analysis. Roles: Who will do what portions of the...
Finish - Synthesis to Solution Defining Outline
Synthesize data Conduct individual synthesis Synthesis must be external. Use Mural, a whiteboard, paper, etc. Address these questions: Is there an overarching theme to people's solutions? What seems like the most prominent challenge the solutions addr...
02 Kickoff Follow Up / Interview Sign Up
Trigger: After Kickoff Meeting(s) occur Recipients: EveryoneFrom: DORIS + [Org name] [Project Name] Subject: Sign up for an interview with DORIS Hi [firstname], It was a pleasure meeting you at the Kickoff meeting. Your input is crucial to the success of...
03 Interview Sign Up Reminder (repeat as needed)
Trigger: If not everyone has signed up a couple days after interviews have started From: DORIS ResearchSubject: Reminder: Sign up for an interviewRecipients: Everyone not signed up for an interview Subject: Reminder: Sign up for an interview We are conduct...