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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...
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...