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Review + approve Solution Defining content before making
Purpose Ensure content is reflective of data and answers the leader's Research Questions. Responsible Party Project Strategist, VP of Ops Interdependencies Full content draft has been completed. Directions It has been reviewed and approved by the P...
Make Document
Purpose Create a designed document of the Solutioning data findings. Responsible Party Lead Project Strategist or Maker Interdependencies Solutioning Content has been written and approved. Directions Follow instructions in 05 Creating Research Docum...
Review + Finalize Insight Report
Purpose Ensure the document is grammatically correct, the language is DORISly, and the figures are numbered and referenced correctly. Responsible Party Data Analyst, Project Strategist Interdependencies The document has been designed Directions Review...
Send Insight Report to liaison to distribute prior to Leadership Meeting
Purpose We aim to have a productive discussion, and we find it's more successful after leaders have had a moment to read through and reflect instead of hearing the information for the first time Responsible Party Ops Manager Interdependencies The content ...
Confirm Solution Defining meeting logistics
Purpose To ensure everyone is on the same page about meeting date/time/location Responsible Party Ops Manager Interdependencies The Solutioning Meeting has been set Directions The Operations Manager coordinates with the client liaison to confirm ...
Create a protocol + materials for the Solution Defining meeting
Purpose To prepare for the Solution Defining meeting. Responsible Party Project Strategist Interdependencies The Insight Report has been finalized, and meeting logistics have been confirmed. Directions Ops Lead creates the meeting agenda based on th...
Print and pack materials for the meeting
Purpose Prepare for the meeting. Responsible Party Office Manager, Data Analyst Interdependencies A meeting agenda has been created and number of participants have been confirmed Directions Print an high-level agenda for client attendees and a deta...
Conduct Solution Defining Meeting
Purpose Conduct Solution Defining Meeting to present findings from Solution Sessions. Responsible Party Project + Sales lead Interdependencies The meeting has been confirmed and materials have been created + packed Directions Welcome/Introduction S...
Debrief DORIS team about Solution Defining meeting
Purpose Let the team know how the Solution Defining meeting went. Responsible Party Ops Project Lead Interdependencies The Solution Defining meeting has occurred. Directions Post the debrief on Slack. Paste the debrief into the Project Charter ...
Send final Thank You comm
Purpose Thank participants for their time + give them a broad overview of solution topics covered. Responsible Party Data Analyst Interdependencies After the final deliverable goes into making and the Solution defining meeting has occurred. Directions...
Schedule Quarterly Post-Project reflection meeting with DORIS team
Purpose Schedule a 60-minute meeting to reflect on that quarter's projects. What went well, didn't go well, etc. Responsible Party Ops Manager Interdependencies The end of quarter is approaching Directions Invite both sales and ops to the meeting. ...
Prep for Post-Project reflection meeting with DORIS team
Purpose Prepare for the meeting. Responsible Party All ops and sales people. Interdependencies The meeting has been scheduled. Directions The Operations Manager sends the Post-Project Reflection pre-work to all attendees with a reminder to complete...
Conduct Project-to-Sales Handoff
Purpose Provide the Sales Team with feedback on the project and share potential prospecting or farming opportunities. Responsible Party Ops Project Lead Interdependencies The Insight Report content has been created. Directions Ops Project Lead comple...
Clean out and Archive Box + Drive folders
Purpose Declutter and archive project folders in Box + Drive. Make it easy to find data and deliverables in the future. Responsible Party Data Analyst Interdependencies The project has concluded. Directions Navigate to the project's folder in Box or...
Add Project Data to Data Warehouse
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...
Facilitate Virtual Solution Session
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 ...
Create a document from a template
Directions About InDesign Templates Adobe InDesign template files are pre-designed layouts. They come with placeholder text, images, and styles that can be customized to fit specific content needs. Templates streamline the design process by providing cons...
General rules for editing text
About the template text strategy Placeholder text or text that should be reviewed is displayed as pink. This color is controlled by a character style, !Pink - edits needed. In more complex templates, like Challenge Defining and Insight Report, the pink t...
Anatomy of a DORIS Document
Understanding the document grid A grid in graphic design is a foundational layout tool that organizes content on a page using horizontal and vertical lines. This structure helps designers maintain consistency, alignment, and hierarchy in their compositions. G...
Set up and Install Teams
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 ...