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Conduct Solution Defining Meeting The Project Lead and (often) the Sales Lead conduct the meeting with client leadership. Each meeting includes:   Welcome Status Update Findings Presentation Discuss + Prioritize

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 ...

Send Research Report to liaison to distribute prior to Leadership Meeting   The body of the email should be similar to the text below. You may need to tweak the messaging to fit the client before sending it. CC: the Project Lead and VP of Opera...

Before you can use InDesign, you need to get added to the DORIS Adobe team, then download the application and other assets. Get access to InDesign via DORIS Adobe account Talk to Zach Creative Cloud (CC) Libraries DORIS Brand - DORIS logos, color...

If you are opening InDesign for the first time or consider yourself an absolute beginner, these short tutorials cover the basics.

To create and manage documents in InDesign (and other Adobe Creative Cloud applications), you can use various elements, such as panels, bars, and windows. Any arrangement of these elements is called a workspace. You can customize them to suit your workflow by ...

Like all Adobe products, InDesign is robust and complicated. The same objective can be accomplished in multiple ways. DORIS seeks to standardize many of the workflows to ensure consistency, but it helps to have a basic understanding of the program's tools and ...

There are dozens, if not hundreds, of keyboard shortcuts for InDesign. These are just a few.  Zoom In: Cmd/Ctrl + Zoom Out: Cmd/Ctrl - Maintain a straight line (or 90° angle) when using the line or pen tool: Hold shift while clicking Toggle between Norma...

When you place an image, you see a version of the file in the layout so that you can view and position it. However, the actual graphic file may be either linked or embedded. Linked artwork is connected to, but remains independent of, the document, resulting...

Export an open document to PDF for printing Choose File > Export. Specify a name and location for the file. For Save As Type (Windows) or Format (Mac OS), choose Adobe PDF (Print), and then click Save. Select High Quality Print as t...

InDesign styles help maintain consistency throughout and across documents. Character Styles and Paragraph Styles can both be applied to text.  A Character Style remembers formatting for single characters, words, or phrases.  A Paragraph Style will...

All Users DORIS uses Toggl to keep track of corporate employee + contractor hours. Hours entered are either marked 'billable' to a project or are an internal charge to DORIS. Hours are to be entered weekly by Friday or before the first of the month, whichever...

Usability Announcement  Subject: Solutioning Session  Hello!   One of our DORIS Researchers will be onsite starting next week in building as part of the Workplace Study that is currently underway.   We will be observing workspaces and collecting occupancy da...

Purpose Convene client leaders + decision-makers with the DORIS team to better understand their needs Responsible Party Sales Lead Interdependencies The Sales Lead should have engaged with the client and vetted their fit for a project before scheduling....

Purpose To introduce how DORIS works to a prospective client, see how DORIS might help the organization meet its goals, and gain clarity about what leadership already knows and wants to know about the organization in order to create a sales proposal. Note: O...

Purpose Ensure Ops and Sales are aligned about the goal of the meeting and establish roles.    Responsible Party Ops + Sales Lead  Interdependencies  The meeting materials have been prepped and created.  Directions A member of the Ops team who di...

Purpose  DORIS collects client data to show organization leadership how data becomes a deliverable tailored to their needs.  Responsible Party  Sales Lead and Project Lead  Interdependencies The meeting has been scheduled, materials have been checked, a...

Purpose Creating the project in Ops Logistics allows the Ops Team to incorporate its related tasks into their workload and provides Sales with visibility into the project's progress. Responsible Party Ops Manager, Project Lead. Interdependencies  Before t...

Purpose Sentence/phrase explaining why we do this task Example:Convene client leaders + decision-makers with the DORIS team to better understand their needs Responsible Party Who does the task?Example: Sales Lead Interdependencies What has to happen befor...

Purpose Prepare the data for analysis Responsible Party Project Strategist or Data Analyst Interdependencies The meeting facilitator takes photos of the data and brings the hard copies back to the office. Directions Transcribe the meeting data i...