Search Results

Export an open document to PDF for printing Choose File > Export. Specify a name and location for the file. For Save As Type (Windows) or Format (Mac OS), choose Adobe PDF (Print), and then click Save. Select High Quality Print as t...

InDesign styles help maintain consistency throughout and across documents. Character Styles and Paragraph Styles can both be applied to text.  A Character Style remembers formatting for single characters, words, or phrases.  A Paragraph Style will...

All Users DORIS uses Toggl to keep track of corporate employee + contractor hours. Hours entered are either marked 'billable' to a project or are an internal charge to DORIS. Hours are to be entered weekly by Friday or before the first of the month, whichever...

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...

Purpose Convene client leaders + decision-makers with the DORIS team to better understand their needs Responsible Party Sales Lead Interdependencies The Sales Lead should have engaged with the client and vetted their fit for a project before scheduling....

Purpose To introduce how DORIS works to a prospective client, see how DORIS might help the organization meet its goals, and gain clarity about what leadership already knows and wants to know about the organization in order to create a sales proposal. Note: O...

Purpose Ensure Ops and Sales are aligned about the goal of the meeting and establish roles.    Responsible Party Ops + Sales Lead  Interdependencies  The meeting materials have been prepped and created.  Directions A member of the Ops team who di...

Purpose  DORIS collects client data to show organization leadership how data becomes a deliverable tailored to their needs.  Responsible Party  Sales Lead and Project Lead  Interdependencies The meeting has been scheduled, materials have been checked, a...

Purpose Update the DORIS team on how the meeting went.  Responsible Party Project Lead Directions The project lead writes a summary of the meeting and posts it to the project's Slack channel and the project charter. Write + answer the following questions:...

Purpose Creating the project in Ops Logistics allows the Ops Team to incorporate its related tasks into their workload and provides Sales with visibility into the project's progress. Responsible Party Ops Manager, Project Lead. Interdependencies  Before t...

Purpose Sentence/phrase explaining why we do this task Example:Convene client leaders + decision-makers with the DORIS team to better understand their needs Responsible Party Who does the task?Example: Sales Lead Interdependencies What has to happen befor...

Purpose Prepare the data for analysis Responsible Party Project Strategist or Data Analyst Interdependencies The meeting facilitator takes photos of the data and brings the hard copies back to the office. Directions Transcribe the meeting data i...

1. Open the book. 2. Open the existing page in a new tab 3. Open the deliverable/milestone chapter 4. Create a new page 5. Insert the SOP template 6. Click "SOP Page Template" 7. From the existing page, copy over the task name to the new page title 8. C...

Purpose Research questions drive the strategy of any research project. They narrow the client's motivating challenge/fuzzy situation into 5-8 questions that are: clear: providing enough specifics that one’s audience can easily understand its purpose withou...

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 ...

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...

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...

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 ...

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...

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...