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Conduct Solution Analysis Strategy Meeting Prepare session data Execute Qualitative Analysis Conduct individual synthesis  Conduct Group Synthesis Meeting Create/use Insight Report outline started after challenge seeking Write Solutioning Content  Rev...

Conduct Project-to-Sales Handoff Send final Thank you comm Clean out and archive Box + Drive folders Add Project Data to Data Warehouse Prep for Post-Project reflection meeting with DORIS team Schedule Quarterly Post-Project reflection meeting with DOR...

Purpose To ensure the interview is error-free and the display logic works correctly (if applicable)  Responsible Party Research Associate, Data Analyst and Project Strategist Interdependencies The interview protocol has been gate-checked. Project Strate...

Purpose Create a personalized link for each participant so their variables are embedded in the interview, making it look more personal for the participant and so we do not have to enter variables on the backend during data analysis. The DORIS interviewer w...

Navigate to the Project Launch Comm for the SOP and template language. 

Purpose Remind stakeholders to sign up for interviews. Responsible Party Research Associate, Data Analyst, Ops Manager  Interdependencies 1st: Interviews started two days ago, and not everyone signed up.   2nd: Two days before final interview date if p...

Purpose Let employees know why someone is walking around their workspace.  Responsible Party Data Analyst Interdependencies RAs have been hired, and the Usability Schedule has been set.  Directions The Data Analyst uses the template email language and...

Purpose Remind people there will be RAs walking through the building.  Responsible Party Data Analyst  Interdependencies It's Thursday in the first week of Usability.   Directions The Data Analyst uses the template email language and updates it with p...

Purpose Remind participants to sign up for a Solutioning Session Responsible Party Data Analyst Interdependencies 1st: The initial comm went out a week ago, and not everyone has signed up2nd: There are only a handful of people signed up for the remaining ...

Purpose To provide interviewers with a single, easy-to-use reference for each client project. The Project Overview document consolidates links, context, and guidance in one place, ensuring consistency, clarity, and readiness before interviews begin. Responsi...

Purpose Decide who will be doing the interviews + inform them.   Responsible Party Ops Manager Interdependencies Interview logistics have been confirmed with client liaison Directions Check Projected Ops Project hours in Ops Logistics (bottom of c...

Template Language  Subject: Upcoming workplace research with DORIS  To: Everyone  From: Client  Hello, We’re excited to announce a collaboration with DORIS, a human ecology research firm, to explore how we can create a hybrid work environment that feels w...

Purpose This policy outlines the process for submitting expenses incurred on a DORIS credit card, an employee’s personal credit card, and mileage reimbursements. Responsible Party All DORIS employees Interdependencies A charge has been made on a DORIS c...

Purpose Get new hire(s) started on admin procedures.  Responsible Party Ops Manager Interdependencies Pre-boarding has been completed.  Directions Ops Manager will hold a 30 minute meeting, using the Admin Orientation Agenda with new hire(s).   Giv...

Purpose Get the new hire situated in the office. Responsible Party Office Manager Interdependencies N/A Directions Greet the new hire Show them to their workstation Answer any immediate questions Explain each space, snack situation G...

Purpose Make the new hire feel welcome. Responsible Party Office Manager Interdependencies N/A Directions Example: Introduce anyone in the office Set aside time in Standup for NH to introduce themselves Who’s who and what they do Resources Te...

Purpose Ensure the new hire understands role and organization expectations. Responsible Party Operations Manager Interdependencies After welcome tour and team introductions Directions Example: Ops Manager conducts 1:1 meeting.   Ops Manager answers ...

Purpose Setup Worksmart (HR website).  Responsible Party President and/or VP of Ops Interdependencies Office Manager has scheduled the meeting.  Directions Complete new hire paperwork in Worksmart Submit ACH Form (for direct deposit

Purpose Inform the new hire about how DORIS handles expenses, office access, and security. Responsible Party Office Manager Interdependencies The meeting is scheduled. Directions Before the meeting: Ensure that an office key is available fo...