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Conduct Interviews In-person
Purpose Getting interview data from participants who don't use virtual tools. Responsible Party Whoever is assigned to conduct in-person interviews + contract interviewers Interdependencies Interview dates have been scheduled and confirmed + participants...
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 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 ...
Set up Project Timeline in Ops Logistics
Purpose A project timeline is vital for managing a project and ensuring it's completed on time. It helps everyone involved with the project understand what needs to be done when it needs to be done, and who's responsible for each step. Responsible Party Ope...
Link Calendly to Participant List
Purpose Automate updating the Master List when interviews are scheduled in Calendly. Each new Calendly signup creates or updates a row in the Master List to avoid manual entry. We will use Zapier to do this. Responsible Party Ops Manager (or Ops Team suppor...
Establish and launch the participant interview sign-up process
Purpose Create the sign-up link for stakeholders to sign up for interviews. Responsible Party Operations Manager Interdependencies The interview schedule has been confirmed by liaison and operations manager. Directions Build interview schedule int...
Conduct Interviews - Virtually
Purpose To collect qualitative and quantitative data. Virtual interviews are 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 b...
Determine how participants will sign up and participate in interviews
Purpose The Operations Manager engages with the project liaison to understand the organization's preferences and limitations for conducting interviews. Responsible Party Operations Manager Interdependencies These conversations often begin in the sales ...
Send survey launch comm to participants
Purpose Participants have access to survey link. Responsible Party Data Analyst Interdependencies The survey has been published and individual links have been created and inserted into the participant list. The decision has been made if the survey is goi...
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...
Send Usability Announcement Comm
Purpose Let employees know why someone is walking around their workspace. Responsible Party Data Analyst Interdependencies RAs have been hired, and the Usability Schedule has been set. Directions The Data Analyst uses the template email language and...
Send Usability Announcement Reminder Comm
Purpose Remind people there will be RAs walking through the building. Responsible Party Data Analyst Interdependencies It's Thursday in the first week of Usability. Directions The Data Analyst uses the template email language and updates it with p...
Create Analysis Strategy
Purpose The strategy 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 analysis. Next Steps - S...