Advanced Search
Search Results
347 total results found
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...
Send Survey Reminder Email
Purpose To boost participant numbers. Responsible Party Data Analyst Interdependencies The survey has been launched for 3 days and we do not have a 100% completion rate. Directions Survey going to Participant List Send a reminder email via Mailmer...
Close Survey in Qualtrics
Purpose Closing the survey disallows people to submit responses after the end date. Responsible Party Research Associate Interdependencies The survey dates have passed. Directions Navigate to/click on "Distributions" on the top menu bar. In the ...
Download and save the dataset
Purpose Prepares the data for analysis Responsible Party Data Analyst Interdependencies The survey window has ended and responses have been paused. Directions Download interview data from Qualtrics and Save As, adding "RAWDATA" to the file name. ...
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 distribute the participant interview sign-up system
Purpose To ensure the participant sign-up method is compatible with the organization's firewalls and policies. Responsible Party Operations Manager Interdependencies The interview schedule has been confirmed by liaison and operations manager. Direct...
Write + make the Delimitations Document
Purpose The Research Scope and Delimitations document outlines the boundaries of a research project. Defining this information allows the researchers to focus on gathering the most relevant data to answer the client’s questions and generate the most impactful...