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PSAMs

Step Into DORIS Sales

Finish

Old Versions of Stuff (Don't Use, Don't... Leadership Meeting

Debrief DORIS team Following the meeting, the Ops Lead updates the team on how it went and the outcomes.  Post the debrief on Slack. Paste the debrief into the Project Charter. Debrief Protocol Project:Meeting:  What went well? What didn’t go ...

Sinching the Sack (i.e. closing the deal)

Step Into DORIS Sales

Finish - Synthesis to Challenge Defining Outline

Old Versions of Stuff (Don't Use, Don't... Data Analysis & Synthesis

Synthesize data Conduct individual synthesis Synthesis must be external. Use Mural, a whiteboard, paper, etc. Address these questions: What seems like the biggest challenge? What are some other top challenges people experience? How do the challenges ...

Execute Quantitative Analysis

Old Versions of Stuff (Don't Use, Don't... Data Analysis & Synthesis

Needs Content

Prep for Analysis

Old Versions of Stuff (Don't Use, Don't... Data Analysis & Synthesis

Conduct Analysis Strategy Meeting 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...

Finish - Synthesis to Solution Defining Outline

Old Versions of Stuff (Don't Use, Don't... Data Analysis & Synthesis

Synthesize data Conduct individual synthesis Synthesis must be external. Use Mural, a whiteboard, paper, etc. Address these questions: Is there an overarching theme to people's solutions? What seems like the most prominent challenge the solutions addr...

02 Kickoff Invitation and Interview Sign Up

Participant Communications Communication Content Templates

Trigger: After Kickoff Meeting(s) occur Purpose Invite leaders or stakeholders to sign up for a kickoff, and to invite stakeholders to participate in interviews. Resonsible Ops Manager (or Ops Support) Interdependencies For Kickoff: Kickoff logistics h...

03 Interview Sign Up Reminder (repeat as needed)

Participant Communications Communication Content Templates

Trigger: If not everyone has signed up a couple days after interviews have started Purpose Gently nudge stakeholders to sign up for interviews before their time runs out. Responsible Party Ops Manager (or Ops Support) Interdependencies Day 2 of interview...

04 Usability Study Announcement (if needed)

Participant Communications Communication Content Templates

Trigger: Thursday before usability study starts Purpose Alert stakeholders that we will be onsite observing how space is used. Responsible Ops Manager (or Ops Support) Interdependencies Usability study is finalized (i.e. RA assignments, dates, locations)...

05 Usability Study Reminder (if needed)

Participant Communications Communication Content Templates

Trigger: Friday on first week of usability  Purpose Remind stakeholders that DORIS will be observing how their space is used. Responsible Ops Manager (or Ops Support) Interdependencies Usability announcement comm has been sent and it is the Friday before...

06 Survey Launch

Participant Communications Communication Content Templates

Trigger: Day survey launches Purpose To invite stakeholders to take our short survey to collect quantative data. Responsibility Ops Manager (or Ops Support) Interdependencies It's the first day of the survey period, and the survey is active. Directions ...

07 Survey Reminder (repeat as needed)

Participant Communications Communication Content Templates

Trigger: Not everyone has taken the survey after 3 days  Purpose Send a reminder for stakeholders to sign up for interviews and fill in a survey.  Responsibility Ops Manager (or Ops Support) Interdependencies Survey is active and survey invitation comm h...

08 Data Collection Thank You / Solutioning Session(s) Sign Up

Participant Communications Communication Content Templates

Trigger: Data collection has finished and workshops date/time/location has been confirmed by liaison Purpose Thank stakeholders for participating in the interviews and surveys, and to invite them to participate in Phase 2 data collection, Solutioning.  Resp...

09 Solutioning Session Sign Up Reminder (as needed)

Participant Communications Communication Content Templates

Trigger: People haven't signed up for Session before the only one happening OR after the first day they're conducted for projects with multiple.  Purpose Remind stakeholders to sign up for the solutioning session or 1:1 interview. Responsbility Ops Manager...

10 Solutioning Session Thank you

Participant Communications Communication Content Templates

Trigger: After Solutioning Sessions get wrapped up and get data from Workshop Facilitator  Note This isn't a comm that we are sending anymore. Instead, we are encouraging leaders to communicate any outcomes from the study directly to their people.   From: ...

11 Project End

Participant Communications Communication Content Templates

Trigger: When the Research Findings document goes into making Note This isn't a comm that we are sending anymore. Instead, we are encouraging leaders to communicate any outcomes from the study directly to their people.   From: DORIS ResearchSubject: Thank ...

Finish

Old Versions of Stuff (Don't Use, Don't...

After the Solutioning Session logistics have been confirmed, the Research Associate will send out the following email to participants: Send Email: 08 Data Collection Thank You / Solutioning Session(s) Sign Up

Finish

Old Versions of Stuff (Don't Use, Don't... Solutioning Workshop

After Solutioning Sessions get wrapped up and get data from Workshop Facilitator:  Send email: 10 Solutioning Session Thank you 

Start + Plan

Old Versions of Stuff (Don't Use, Don't... Leadership Meeting

What to Expect in a Solution Defining Meeting Each attendee receives a printed copy of the research report.  DORIS presents the solution criteria and how they relate to challenges.  Leadership engages in a conversation about what they heard and how they w...