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Purpose Ensure the new hire has space and resources on their first day. Responsible Party Office Manager Interdependencies The new hire has signed their offer letter and has a start date. Note: A welcome gift may be included.  Directions Co...

Purpose Invite leaders to participate in a 1:1 45-minute meeting to review the project overview and interview them. Responsible Party Ops Manager (or Ops Support) Interdependencies Timeline for Director/VP Kickoffs established in project plan. Cl...

Purpose To bring leaders (Directors, VPs, etc.) into the research process early so they: Understand what DORIS is doing and why. Provide insights about their teams and organizational priorities. Champion participation and model engagement for t...

Purpose  Ensure that data collection is appropriately aligned with the research questions and participants. Responsible Party Lead Project Strategist, Project Strategist Interdependencies The research questions have been established and gated. Direct...

Purpose Ensure there is enough time for reviews and making. Responsible Party Content Writer Interdependencies The writing and production schedule for the document is established. Directions Find a 2-4 hour block on the VP of Operations's calendar...

Purpose A prioritization matrix is a structured decision-making tool for comparing a set of options. The matrix helps teams focus their discussion, achieve consensus on priorities, and determine which actions, projects, or ideas should be addressed first to a...

Purpose Individual and group ranking is a decision-making and prioritization method in which participants order a list of options according to their preferences, importance, or relevance. This method is commonly used in research, workshops, and team settings ...

Purpose To produce accurate, data-ready floorplan overlays for Power BI dashboards.   This process ensures consistency between InDesign visuals, Vantage Space data points, and Synoptic regions. Responsible Party Data Analyst or Research Associate prepa...

Determine which final reports should be redacted. Save a copy in Box Work in INDesign Consult Meghan on the title of the document. Redacting is not a simple "find" and "replace" process. The document must be read fully to replace any identifying names or c...

At an Admin or Sales L10 identify people that should receive a thank you note and/or a book after a business development meeting. This is different from a End of Project Thank You. Books include a hand written note. Books are usually hand delivered by the O...

Tracking for Holiday Gifts Timeline Create a 2026 Tab on the above spreadsheet Start discussion at the end of Q2 of "what" to give Identify "who" will receive the gifts: Employees Contractors Clients Partners Vendors Order items Plan time to...

Alarm System Mulhaupts 8227 Northwest Blvd. #270. Indianapolis, IN 46278 317-925-8915 www.mulhaupts.com How to change the batteries in the sensors. Batteries changed in October 2025 Lithium CR24501 battery per sensorExtras in Office Manager’s drawer...

Use the Chicago Manual of Style (CMOS) as the primary reference for grammar and punctuation questions. Specific Rules Oxford comma: Use the Oxford comma in all lists of three or more items to avoid ambiguity.​ Exclamation points: Use sparingly, idea...

Word List / Glossary Always try to align language with how the client speaks about their people.  "People", "employees," "residents," not "users" “Participant” for people in the research, not “subject” or “respondent,” unless differentiating intervi...

Headings and Lists Use a clear heading hierarchy Keep headings short, specific, and concrete; favor phrases that signal the main idea (“Safety First,” “Comfort and Joy,” “A Place at the Table”). Use bulleted lists for non-sequential items and nu...