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Print and pack materials for the meeting
Purpose Prepare for the meeting. Responsible Party Office Manager, Data Analyst Interdependencies A meeting agenda has been created and number of participants have been confirmed Directions Print an high-level agenda for client attendees and a deta...
Conduct Solution Defining Meeting
Purpose Conduct Solution Defining Meeting to present findings from Solution Sessions. Responsible Party Project + Sales lead Interdependencies The meeting has been confirmed and materials have been created + packed Directions Welcome/Introduction S...
Debrief DORIS team about Solution Defining meeting
Purpose Let the team know how the Solution Defining meeting went. Responsible Party Ops Project Lead Interdependencies The Solution Defining meeting has occurred. Directions Post the debrief on Slack. Paste the debrief into the Project Charter ...
Send final Thank You comm
Purpose Send a warm thank-you note and gift to client contacts at the end of a study. Responsible Party Office Manager Interdependencies Final deliverable is in production or delivered, and the Solution Defining meeting (and any follow-ons) has occurred...
Schedule Quarterly Post-Project reflection meeting with DORIS team
Purpose Schedule a 60-minute meeting to reflect on that quarter's projects. What went well, didn't go well, etc. Responsible Party Ops Manager Interdependencies The end of quarter is approaching Directions Invite both sales and ops to the meeting. ...
Prep for Post-Project reflection meeting with DORIS team
Purpose Prepare for the meeting. Responsible Party All ops and sales people. Interdependencies The meeting has been scheduled. Directions The Operations Manager sends the Post-Project Reflection pre-work to all attendees with a reminder to complete...
Conduct Project-to-Sales Handoff
Purpose Provide the Sales Team with feedback on the project and share potential prospecting or farming opportunities. Responsible Party Ops Project Lead Interdependencies The Insight Report content has been created. Directions Ops Project Lead comple...
Clean out and Archive Box + Drive folders
Purpose Declutter and archive project folders in Box + Drive. Make it easy to find data and deliverables in the future. Responsible Party Data Analyst Interdependencies The project has concluded. Directions Navigate to the project's folder in Box or...
Add Project Data to Data Warehouse
Purpose Store historic project data in our database. Responsible Party Data Analyst Interdependencies The project has concluded. Directions Open the Research Warehouse (linked below) and the project's documents: Research Scope / Delimitations d...
Facilitate Virtual Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data. Responsible Party Project Strategist, Data Analyst (supporting role) Interdependencies Leaders have identified what challenges will be solved for in workshops. Directions ...
Set up and Install Teams
Set up Microsoft Teams Visit the Microsoft Teams website or app store. Sign in with your Microsoft account or create a new one. Use your @doris email account If you are having issues with your DORIS Microsoft account, contact the Office Manager ...
1 :: Project Launch
Sales to Project Handoff Create and edit project charter Set up Wrike Create project resources Create Alignment Meeting Project in Wrike Scoping Document (Deliverable) Skip step 10: There are only 4 standard research questions in an assessment. ...
01 Project Launch (sent from Client Leadership)
Purpose Before DORIS sends any communication directly to participants, a client leader should announce the project internally. Championing their participation at a high level increases the likelihood of engagement and a successful project. The timing and ...
2 :: Project Orientation
Confirm Kickoff Meeting logistics Prepare protocol and materials for Kickoff Meetings Conduct Kickoff Meeting Update Internal Project Team Update participant attendance Send Kickoff Follow Up Email
Creating a Google mailmerge
Purpose Sending participant communications. Responsible Party Data Analyst Interdependencies We have received the client's Participant List Directions Create a mailmerge sheet from the templates gallery, house in 0 - Project communications folder in ...
Sending Mailmerge
Purpose Communicate with participants Responsible Party Data Analyst Interdependencies The email text has been approved by the client. Directions Create a mailmerge email draft Change the "From" line to @doris email account Pull in the tags from ...
Usability Analysis
Purpose Provide client info about how frequently spaces are used, and how they are used. Responsible Party VP of Ops or Research Associate Interdependencies The usability study has been completed + the data has been downloaded + cleaned. Directions ...
3 :: Challenge Seeking
Conduct strategy meeting with project team Review the Interview/Survey Protocol document Link Calendly to participant list Interview Prep + Execution Confirm interview dates + create interview schedule Determine how participants will sign up and pa...
4 :: Challenge Defining
Data Prep Prepare Interview Data Prepare Survey Data Data Analysis Google Sheets analysis (Qual) MAXQDA Analysis (Qual) Excel Survey Analysis (Quant) Create Initial Insight Document Conduct individual synthesis Group Synthesis ...
5 :: Solution Seeking
Confirm Logistics for Solutioning Workshop Send Solutioning Session Sign Up Comm Send Solutioning Session Sign Up Reminder Comm Prepare Tools + Supplies for Solutioning Session Facilitate Solutioning Sessions Facilitate Onsite Solutioning Session F...