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Migrating Content to New Template Pages
1. Open the book. 2. Open the existing page in a new tab 3. Open the deliverable/milestone chapter 4. Create a new page 5. Insert the SOP template 6. Click "SOP Page Template" 7. From the existing page, copy over the task name to the new page title 8. C...
Write research questions
Purpose Research questions drive the strategy of any research project. They narrow the client's motivating challenge/fuzzy situation into 5-8 questions that are: clear: providing enough specifics that one’s audience can easily understand its purpose withou...
Sales to Project Team Handoff meeting
Purpose The Sales-to-Project Team Handoff marks the start for ops—sales delivers the client/scope brief, and the team aligns on timing, owners, and first actions to ensure a clean start. Responsible Party Sales Lead and Operations Manager Interdependencie...
Create and edit project charter
Purpose The project charter delineates the project's scope, stakeholders, roles, and detailed information about each engagement. It's the go-to guide for all project questions, serving as the primary location where team members can look for answers to their q...
Set up Project Timeline in Ops Logistics
Purpose A project timeline is vital for managing a project and ensuring it's completed on time. It helps everyone involved with the project understand what needs to be done when it needs to be done, and who's responsible for each step. Responsible Party Ope...
Create project resources
Purpose Technology resources are needed to support all DORIS projects, from time tracking to file management. Resources that need setup include: Toggl (online time-tracking tool) All project hours must be entered in Toggl. Box.com project folder ...
Confirm Kickoff Meeting logistics
Purpose To confirm the 30-minute kickoff meeting times/dates/locations with the client's liaison. Responsible Party Operations Manager Interdependencies The project has been sold Directions Questions to answer during planning and confirmation How ma...
Prepare protocol and materials for Kickoff Meetings
Purpose To be prepped for the KO meetings. Responsible Party Project Strategist Interdependencies The KO meeting logistics have been confirmed Directions Open the Kickoff Meeting template Copy, Save As with the project name Update with any p...
Update participant attendance
Purpose To keep track of participants throughout the project. Responsible Party Project Strategist Interdependencies All Kickoff meetings have been completed. Directions Example: On the participant master sheet, indicate who attended the Kickoff ...
Conduct Kickoff Meetings
Purpose Orient project participants to who DORIS is and the purpose of the project. Responsible Party Project Strategist or Contractor Interdependencies The meeting logistics have been confirmed, and the meeting agenda and tools have been prepared. Dir...
Update Internal Project Team
Purpose To update DORIS team on how the Kickoffs went and a preview of what themes to watch out for during the project. Responsible Party Project Strategist Interdependencies Kickoff Meetings have concluded Directions After the final kickoff meet...
Send Kickoff Follow up / Interview Sign Up Email
Purpose Provides context for who DORIS is and the project, contains the interview sign-up link, and provides dates on when the survey and/or usability study will take place. Responsible Party Data Analyst Interdependencies Kickoff meetings are complete ...
Send participation updates to the liaison
Purpose The Ops Manager will regularly review participation rates in stakeholder engagements to ensure sufficient representation for data collection. If any participant groups are underrepresented, the Ops Manager will share the data with the project liaison,...
Review the interview/survey protocol document
Purpose To ensure the survey is error-free and is answering Leadership Questions Responsible Party Project Lead Interdependencies The protocols have been written and gate-checked by designated parties. Directions Go through the new/edited questions t...
Build and edit survey protocol into Question Pro
Responsible Party Research Associate, Data Analyst, and Project Strategist (executes build) Lead Project Strategist (LPS) (reviews final survey for content and logic accuracy) Ops Team member (reviews for typos, flow, duplication, lense of interviewer, et...
Link Calendly to Participant List
Purpose Automate updating the Master List when interviews are scheduled in Calendly. Each new Calendly signup creates or updates a row in the Master List to avoid manual entry. We will use Zapier to do this. Responsible Party Ops Manager (or Ops Team suppor...
Create survey links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the survey, making it look more personal for the participant and so we do not have to enter variables on the backend during data analysis. Responsible Party Resea...
Send survey launch comm to participants
Purpose Participants have access to survey link. Responsible Party Data Analyst Interdependencies The survey has been published and individual links have been created and inserted into the participant list. The decision has been made if the survey is goi...
Send Survey Reminder Email
Purpose To boost participant numbers. Responsible Party Data Analyst Interdependencies The survey has been launched for 3 days and we do not have a 100% completion rate. Directions Survey going to Participant List Send a reminder email via Mailmer...