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Prioritization Matrix
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...
Ranking
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 ...
Creating Synoptic Maps for PowerBI
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...
Redacted Documents
Redacted documents serve as sales tools to show prospective clients completed work while still maintaining anonymity of the client.
Redacting How To's
Redacted documents are primarily sales tools. Readability is important. Redacting company information serves to protect the anonymity and maintain trust with the company, but the document should read smoothly. Approach the document as removing any key infor...
Thank You Notes & Gifts
Process for sending thank you notes and/or books after a Business Development Meeting
Thank you notes and/or books
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...
Holiday Gifts
Tracking for Holiday Gifts 2026 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...
Office Management
Alarm System
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 2026 (Not the downstairs Door yet) Lithium CR2450 1 battery per sensor Extras in O...
Grammar, Punctuation, and Mechanics
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...
Terminology
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...
Formatting and Structure
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...
Accessibility and Inclusivity
Inclusive Language Use people-first or identity-respecting language (“people with disabilities,” “residents who speak Spanish as their first language,” “older adults,” “remote-first employees”). Avoid assumptions about family structure, gender, relig...
The DORIS Brand
Misc
Annual Toggl Plan v Actuals Report
Purpose This SOP outlines the procedures for creating and maintaining the annual Toggl Report, which tracks time and costs across all DORIS Research projects. The report compares planned hours to actual hours worked, calculates project costs, and provides pha...
Ops Logistics Calendar & Task List
Purpose This SOP provides step-by-step instructions for creating and maintaining the 6 - Ops Logistics and 6 - Ops Task List tabs in the DORIS Research project management workbook. These tabs serve as the operational backbone for tracking project timelines, t...