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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...
Editing Survey Content
Purpose To ensure the survey is error-free and the display logic works correctly (if applicable) Responsible Party Data Analyst and Project Strategist Interdependencies The survey has been programmed into Qualtrics. Directions The standard intro...
Send Interview Sign Up Reminder (repeat as needed)
Purpose Remind stakeholders to sign up for interviews. Responsible Party Data Analyst Interdependencies 1st: Interviews started two days ago, and not everyone signed up. 2nd: Two days before final interview date if participation is low. Directio...
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 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 Usability Announcement Reminder Comm
Purpose Remind people there will be RAs walking through the building. Responsible Party Data Analyst Interdependencies It's the Thursday in the first week of Usability. Directions The Data Analyst uses the template email language and updates with ...
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 ...
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...
Create Interviewer Packet
Purpose Put all the info interviewers need in one place. Responsible Party Data Analyst Interdependencies The Calendly, interview, survey, and meeting links (either Zoom or Teams) have been created. Directions In 3 - Challenge Seeking, create new su...
Send Usability Announcement Comm
Purpose Let employees know why someone is walking around their workspace. Responsible Party Data Analyst Interdependencies It's the Tuesday before Usability starts. RAs have been hired, and the Usability Schedule has been set. Directions The Data An...
Publish Survey in Qualtrics
Purpose Allows participants to access the survey Responsible Party Data Analyst Interdependencies The survey has been programmed + edited in Qualtrics and the individual links have been created and added to the participant list. Directions Navigate t...
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...
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...
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...
Write Solutioning Content
Purpose Create a report of findings for leadership Responsible Party Data Analyst Interdependencies The outline has been created and approved by the Project Strategist Directions Create a new document from the Action Planning content template. (View ...
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...