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Finish - Synthesis to Solution Defining Outline
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
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)
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)
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)
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
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)
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
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)
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
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
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
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
After Solutioning Sessions get wrapped up and get data from Workshop Facilitator: Send email: 10 Solutioning Session Thank you
Start + Plan
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...
Execute
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
Finish
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 ...
Finish
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...
Access to InDesign, Libraries, and Assets
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...