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Confirm interview dates + create an interview schedule
Purpose The Operations Manager confirms the interview dates with the liaison and creates the interview schedule. Responsible Party Operations Manager Interdependencies The leadership alignment meeting has occurred Directions Typically, interviews tak...
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 ...
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...
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...
Interview Debrief
Purpose The purpose of the interview debrief is to glean as much knowledge as possible from the interviewers with first-hand experience and knowledge. Responsible Party Everyone who conducted interviews for a given project Interdependencies Interviews ...
Email Solutioning Session information to Participants
Purpose To thank participants and inform them know when / where solutions sessions will take place and can sign up. Responsible Party Research Associate Interdependencies Data collection has concluded and Solutioning Sessions have concluded. Directions...
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...
Prep Vantage Space
Purpose We use Vantage Space to collect usability study data. By uploading floor plans, we can assign departments, space types, and capacities to each studied workspace. RAs are assigned spaces so they know which spaces they are studying and simply have to fi...
Floorplan Walkthrough
Purpose Ensure the points in Vantage Space accurately reflect the office layout and departmental/job level assignments. Responsible Party Ops Manager Interdependencies Floorplans have been uploaded into Vantage Space + data points have been created Dir...
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 ...
Purchasing Study in Vantage Space
Purpose Need to purchase the study to use Vantage Space for the Usability Study. Responsible Party Data Analyst Interdependencies Usability dates have been confirmed, Vantage Space has been prepped, the Ops manager has completed the floorplan walkthrough,...
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...
Create materials for RA orientation
Purpose For each project, a usability orientation presentation and packet are created. These materials 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 Spa...
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...
Conduct Usability Study
Purpose Collect quantitive space use data Responsible Party Contractors and/or DORIS corporate employees tasked with doing the usability study Interdependencies The RA orientation meeting has been conducted. Directions Start of Day Checklist: D...
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 ...
Thank RAs and document any information collected outside of Vantage Space
Purpose Make people feel appreciated and ensure all collected data is input for analysis. Responsible Party Operations Manager Interdependencies The usability study has concluded. Directions Thank people Put additional data into an Excel sheet fitt...
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...
Conduct individual synthesis
Purpose To identify patterns from data analysis, create thematic insights, and synthesize findings into key challenge categories through individual reflection and documentation. Responsible Party Everyone analyzing the data Interdependencies Qualitative a...