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Create a Meeting Protocol
Purpose Create a meeting agenda. Responsible Party Ops Lead Interdependencies The Challenge Defining content is finalized and approved. Directions Fill in the meeting agenda template (below) with project-specific information. Resources Challen...
Create materials for the CD meeting
Purpose Create a presentation of the challenges and top supporting data and leadership prioritization tools. Responsible Party Project Lead Interdependencies The Challenge Defining document has been finalized and approved and meeting logistics have been ...
Pack materials for the meeting
Purpose Gather tools and supplies to take to the meeting. Responsible Party Project Strategist or VP of Ops and Administrative Assistant Interdependencies The tools and agendas have been created and physical copies of the CD document have been printed a...
Print and Bind Challenge Defining Document
Purpose Create physical + bound copies of a research document. Responsible Party Administrative Assistant or Research Associate Interdependencies The document has been finalized and the meeting logistics have been confirmed. Directions Printing at D...
Send Challenge Defining document to liaison to distribute prior to Leadership Meeting
Purpose Client leadership can review the document before the Challenge Defining meeting. Responsible Party Ops Manager Interdependencies Meeting logistics have been confirmed and the document is finalized Directions The body of the email should be si...
Conduct Challenge Defining Meeting
Purpose The primary outcome of the Leadership Meeting is the selection of the challenges to bring back to participants during Solution Seeking. After presenting the findings, the Ops Lead facilitates the client leadership through assigning each challenge to...
Debrief DORIS team
Purpose Following the meeting, the Ops Lead updates the team on how it went and the outcomes Responsible Party Project Lead Interdependencies The Challenge Defining meeting has been conducted. Directions Post the debrief on Slack. Paste the debr...
Confirm Logistics for Solutioning Workshop
Purpose To schedule Solutioning Sessions date, time, and location. Responsible Party Ops Manager Interdependencies A project timeline has been created, and the CD meeting has been set. Directions The Operations Manager confirms the logistics for the...
Edit PDF view settings
Most DORIS documents are designed to be viewed as a spread: two portrait pages next to each other, like a book. If a PDF was not properly exported from InDesign, it might open in a single-page view in Adobe Acrobat. You can edit a document's properties to open...
Prepare Tools + Supplies for Solutioning Session
Purpose Prepare for the Solutioning Session and bring all needed materials. Responsible Party Project Strategist, Research Associate, Administrative Assistant Interdependencies The Solutioning Sessions have been scheduled, and leaders have decided which ...
Facilitate Onsite Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data Responsible Party Project Strategist Interdependencies Leaders have identified what challenges will be solved for in workshops. Directions Arrive to the location of the worksho...
Document Session Data
Purpose Organize data from solutioning sessions Responsible Party Project Strategist Interdependencies Solution Sessions have taken place. Directions During the Session Solution Session data usually comes in three formats: Sticky notes on posters...
Send Solutioning Session Thank You Comm
Purpose Thank people for their ideas and share broad themes. Responsible Party Data Analyst Interdependencies After Solutioning Sessions get wrapped up and have data from Workshop Facilitator: Directions Copy/update Solutioning Session Thank You com...
Send Solutioning Session Sign Up Comm
Purpose Sending basic overview of Solutioning Session, logistics, and a way to sign up. Responsible Party Research Associate and Ops Manager Interdependencies Solutioning Session logistics were confirmed, and the Calendly link was created. Directions ...
Conduct Solution Analysis Strategy Meeting
Purpose 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 analysis. Next Steps - S...
Prepare session data
Purpose Prepare Solutioning Session data for analysis Responsible Party Data Analyst Interdependencies Data from the sessions has been documented and transcribed (as needed). Directions Create a new Mural board to hold all of the data and name it so ...
Analyze Solutioning Session Data (Qualitative Analysis)
Purpose Make meaning from solutioning session data. Responsible Party Ops Team Interdependencies Analysis Mural board is created Directions Using the data in your assigned section of the Mural board, begin to physically move the notes, images, and oth...
Conduct individual synthesis
Purpose To begin understanding themes in Solutioning data and how they relate back to challenges Responsible Party Project Strategist, Data Analyst, Research Associate Interdependencies The people responsible have started analyzing the Solutioning Sessio...
Conduct Group Synthesis Meeting
Purpose Synthesis is a group effort to take all the data collected and filter it through the research questions lens to identify the insights most relevant to the project. Responsible Party Ops Team Interdependencies Individual analysis and synthesis have...
Create Solution Defining Outline
Purpose Create the content structure for the Document Responsible Party Project Strategist, Data Analyst Interdependencies The synthesis meeting has been held. Directions Open notes from the synthesis meeting and any other document/resources that w...