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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...

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 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 ...

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.  ...

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 ...

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 

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 ...

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 ...

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 ...

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...

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  ...

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...

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...