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Debrief DORIS team
Purpose Following the meeting, the Ops Lead updates the team on how it went and the outcomes Responsible Party Project Lead Interdependencies The Challenge Defining meeting has been conducted. Directions Post the debrief on Slack. Paste the debr...
Confirm Logistics for Solutioning Workshop
Purpose To schedule Solutioning Sessions date, time, and location. Responsible Party Ops Manager Interdependencies A project timeline has been created, and the CD meeting has been set. Directions The Operations Manager confirms the logistics for the...
Prepare Tools + Supplies for Solutioning Session
Purpose Prepare for the Solutioning Session and bring all needed materials. Responsible Party Project Strategist, Research Associate, Administrative Assistant Interdependencies The Solutioning Sessions have been scheduled, and leaders have decided which ...
Facilitate Onsite Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data Responsible Party Project Strategist Interdependencies Leaders have identified what challenges will be solved for in workshops. Directions Arrive to the location of the worksho...
Document Session Data
Purpose Organize data from solutioning sessions Responsible Party Project Strategist Interdependencies Solution Sessions have taken place. Directions During the Session Solution Session data usually comes in three formats: Sticky notes on posters...
Send Solutioning Session Thank You Comm
Purpose Thank people for their ideas and share broad themes. Responsible Party Data Analyst Interdependencies After Solutioning Sessions get wrapped up and have data from Workshop Facilitator: Directions Copy/update Solutioning Session Thank You com...
Send Solutioning Session Sign Up Comm
Purpose Sending basic overview of Solutioning Session, logistics, and a way to sign up. Responsible Party Research Associate and Ops Manager Interdependencies Solutioning Session logistics were confirmed, and the Calendly link was created. Directions ...
Conduct Solution Analysis Strategy Meeting
Purpose This meeting 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...
Prepare session data
Purpose Prepare Solutioning Session data for analysis Responsible Party Data Analyst Interdependencies Data from the sessions has been documented and transcribed (as needed). Directions Create a new Mural board to hold all of the data and name it so ...
Analyze Solutioning Session Data (Qualitative Analysis)
Purpose Make meaning from solutioning session data. Responsible Party Ops Team Interdependencies Analysis Mural board is created Directions Using the data in your assigned section of the Mural board, begin to physically move the notes, images, and oth...
Conduct individual synthesis
Purpose To begin understanding themes in Solutioning data and how they relate back to challenges Responsible Party Project Strategist, Data Analyst, Research Associate Interdependencies The people responsible have started analyzing the Solutioning Sessio...
Conduct Group Synthesis Meeting
Purpose Synthesis is a group effort to take all the data collected and filter it through the research questions lens to identify the insights most relevant to the project. Responsible Party Ops Team Interdependencies Individual analysis and synthesis have...
Create Solution Defining Outline
Purpose Create the content structure for the Document Responsible Party Project Strategist, Data Analyst Interdependencies The synthesis meeting has been held. Directions Open notes from the synthesis meeting and any other document/resources that w...
Write Solutioning Content
Purpose Create a report of findings for leadership Responsible Party Data Analyst Interdependencies The outline has been created and approved by the Project Strategist Directions Create a new document from the Action Planning content template. (View ...
Review + approve Solution Defining content before making
Purpose Ensure content is reflective of data and answers the leader's Research Questions. Responsible Party Project Strategist, VP of Ops Interdependencies Full content draft has been completed. Directions It has been reviewed and approved by the P...
Make Document
Purpose Create a designed document of the Solutioning data findings. Responsible Party Lead Project Strategist or Maker Interdependencies Solutioning Content has been written and approved. Directions Follow instructions in 05 Creating Research Docum...
Review + Finalize Insight Report
Purpose Ensure the document is grammatically correct, the language is DORISly, and the figures are numbered and referenced correctly. Responsible Party Data Analyst, Project Strategist Interdependencies The document has been designed Directions Review...
Send Insight Report to liaison to distribute prior to Leadership Meeting
Purpose We aim to have a productive discussion, and we find it's more successful after leaders have had a moment to read through and reflect instead of hearing the information for the first time Responsible Party Ops Manager Interdependencies The content ...
Confirm Solution Defining meeting logistics
Purpose To ensure everyone is on the same page about meeting date/time/location Responsible Party Ops Manager Interdependencies The Solutioning Meeting has been set Directions The Operations Manager coordinates with the client liaison to confirm ...
Create a protocol + materials for the Solution Defining meeting
Purpose To prepare for the Solution Defining meeting. Responsible Party Project Strategist Interdependencies The Insight Report has been finalized, and meeting logistics have been confirmed. Directions Ops Lead creates the meeting agenda based on th...