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Communications External Leadership
Usability Announcement Subject: Solutioning Session Hello! One of our DORIS Researchers will be onsite starting next week in building as part of the Workplace Study that is currently underway. We will be observing workspaces and collecting occupancy da...
Sales to Project Team Handoff meeting
Purpose This meeting convenes client leaders + decision-makers with the DORIS Ops team to better understand their needs 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 ...
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...
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...
Create project resources
Purpose Technology resources are needed to support all DORIS projects, from time tracking to file management. Resources that need setup include: Toggl (online time-tracking tool) All project hours must be entered in Toggl. Box.com project folder ...
Confirm Kickoff Meeting logistics
Purpose To confirm the 30-minute kickoff meeting times/dates/locations with the client's liaison. Responsible Party Operations Manager Interdependencies The project has been sold Directions Questions to answer during planning and confirmation How ma...
Prepare protocol and materials for Kickoff Meetings
Purpose To be prepped for the KO meetings. Responsible Party Project Strategist Interdependencies The KO meeting logistics have been confirmed Directions Open the Kickoff Meeting template Copy, Save As with the project name Update with any p...
Update participant attendance
Purpose To keep track of participants throughout the project. Responsible Party Project Strategist Interdependencies All Kickoff meetings have been completed. Directions Example: On the participant master sheet, indicate who attended the Kickoff ...
Conduct Kickoff Meetings
Purpose Orient project participants to who DORIS is and the purpose of the project. Responsible Party Project Strategist or Contractor Interdependencies The meeting logistics have been confirmed, and the meeting agenda and tools have been prepared. Dir...
Update Internal Project Team
Purpose To update DORIS team on how the Kickoffs went and a preview of what themes to watch out for during the project. Responsible Party Project Strategist Interdependencies Kickoff Meetings have concluded Directions After the final kickoff meet...
Send Kickoff Follow up / Interview Sign Up Email
Purpose Provides context for who DORIS is and the project, contains the interview sign-up link, and provides dates on when the survey and/or usability study will take place. Responsible Party Data Analyst Interdependencies Kickoff meetings are complete ...
Conduct strategy meeting with project team
Purpose Ops Team determines an overarching strategy for challenge-seeking data collection. Responsible Party Ops Manager + Project Lead Interdependencies The Operations Manager schedules the meeting, which is conducted by the Project Lead. This meet...
Send participation updates to the liaison
Purpose The Ops Manager will regularly review participation rates in stakeholder engagements to ensure sufficient representation for data collection. If any participant groups are underrepresented, the Ops Manager will share the data with the project liaison,...
Review the interview/survey protocol document
Purpose To ensure the survey is error-free and is answering Leadership Questions Responsible Party Project Lead Interdependencies The protocols have been written. Directions Go through the new/edited questions to check the protocols are answering lea...
Build survey protocol into Qualtrics
Purpose Quant data collection requires inputting the survey questions into Qualtrics. Responsible Party Research Associate Interdependencies The project lead has approved the protocol. Directions Creating the Survey + Changing the Display Name ...
Editing Survey Content
Purpose To ensure the survey is error-free and the display logic works correctly (if applicable) Responsible Party Data Analyst and Project Strategist Interdependencies The survey has been programmed into Qualtrics. Directions The standard intro...
Link Calendly to Participant List
Purpose Zapier is an online platform that helps you automate workflows by connecting your apps and services. A “zap” allows you to automate updating the Master List with the interviews scheduled in Calendly instead of manually updating the Master List. Respo...
Create survey links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the survey, making it look more personal for the participant and so we do not have to enter variables on the backend during data analysis. Responsible Party Ops Mana...
Publish Survey in Qualtrics
Purpose Allows participants to access the survey Responsible Party Data Analyst Interdependencies The survey has been programmed + edited in Qualtrics and the individual links have been created and added to the participant list. Directions Navigate t...
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...