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Send Usability Announcement Reminder Comm
Purpose Remind people there will be RAs walking through the building. Responsible Party Data Analyst Interdependencies It's the Thursday in the first week of Usability. Directions The Data Analyst uses the template email language and updates with ...
Send Solution Session Sign Up Reminder (repeat as needed)
Purpose Remind participants to sign up for a Solutioning Session Responsible Party Data Analyst Interdependencies 1st: The initial comm went out a week ago, and not everyone has signed up2nd: There are only a handful of people signed up for the remaining ...
Send Solutioning Session Thank You Comm
Purpose Thank people for their ideas and share broad themes. Responsible Party Data Analyst Interdependencies After Solutioning Sessions get wrapped up and have data from Workshop Facilitator: Directions Copy/update Solutioning Session Thank You com...
Review client-provided floor plans
Purpose To ensure we have all the floorplans (FPs) needed to set up Vantage Space and they have adequate details (such as workplaces) in them. Responsible Party Data Analyst Interdependencies The buildings/floors being studied have been confirmed + we ha...
Edit Vantage Space / Assign Spaces to Research Assistants
Purpose Updates from the walk-through are changed in Vantage Space so the points are correct and ready for Usability Responsible Party Data Analyst + Ops Manager Interdependencies The Ops Manager has completed the walkthrough Directions After the ...
Send Usability Announcement Comm
Purpose Let employees know why someone is walking around their workspace. Responsible Party Data Analyst Interdependencies It's the Tuesday before Usability starts. RAs have been hired, and the Usability Schedule has been set. Directions The Data An...
Create and edit project charter
Purpose The project charter delineates the project's scope, stakeholders, roles, and detailed information about each engagement. It's the go-to guide for all project questions, serving as the primary location where team members can look for answers to their q...
Hire contract RAs (as needed)
Purpose At DORIS, our standard practice is to recruit contract research assistants (RAs) to conduct usability studies. Ideally, we prioritize sourcing RAs from our contractor pool. However, in cases where this isn't feasible, we engage local temp agencies. R...
Conduct RA orientation
Purpose Give RAs an overview of who DORIS is, the organization being studied, what is expected of them onsite, what a usability study is, and how to use Vantage Space. Responsible Party Operations Manager and/or Data Analyst Interdependencies RAs have bee...
Check Vantage Space + RAs daily during the study
Purpose Ensure RAs are showing up and syncing their tours Responsible Party Operations Manager Interdependencies The usability study has started. Directions The operations manager will go to Vantage Space to check the previous day's tours to ensure ...
Send Insight Report to liaison to distribute prior to Leadership Meeting
Purpose We aim to have a productive discussion, and we find it's more successful after leaders have had a moment to read through and reflect instead of hearing the information for the first time Responsible Party Ops Manager Interdependencies The content ...
Confirm Solution Defining meeting logistics
Purpose To ensure everyone is on the same page about meeting date/time/location Responsible Party Ops Manager Interdependencies The Solutioning Meeting has been set Directions The Operations Manager coordinates with the client liaison to confirm ...
Send Challenge Defining document to liaison to distribute prior to Leadership Meeting
Purpose Client leadership can review the document before the Challenge Defining meeting. Responsible Party Ops Manager Interdependencies Meeting logistics have been confirmed and the document is finalized Directions The body of the email should be si...