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Send Usability Announcement Comm
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...
Send Usability Announcement Reminder Comm
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...
Send Solution Session Sign Up Reminder (repeat as needed)
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 ...
Create Interviewer Packet
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...
Determine if Interviewers will be contractors or internal
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...
01 - 05 Launch Comm covers KO through usability annoucement
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...
New Page
DORIS Expense Submission Policy
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...
Admin Orientation
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...
Welcome and Tour
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...
Team Introductions
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...
First Supervisor 1:1 Agenda
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 ...
New Hire Paperwork
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
Admin orientation
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...
Tech Orientation
Purpose Get the new hire comfortable with the essential tech tools Responsible Party Maria (for now) Interdependencies Email account should be established. Directions Gather snacks and caffeine Find a place where two people can chat wit...
EOD check-in with Supervisor
Purpose Help the new hire transition into the rest of their week. Responsible Party Supervisor Interdependencies N/A Directions Debrief the day Answer any pending questions Explain the schedule and activities for the rest of the we...
Daily check-ins on tasks
Purpose Provide a feedback mechanism for new hire and supervisor. Responsible Party Supervisor Interdependencies N/A Directions Coordinate with the new hire to identify a time each day to meet. Follow a simple framework for each meeting. ...
Introduction to the DORIS process
Purpose Every DORIS employee needs to be familiar with the research process. It’s what we do! Responsible Party Lead Project Strategist Interdependencies N/A Directions Present the DORIS process across days 2-5 of the new hire’s Week One. Da...