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Execute
Conduct the first project team meeting. This meeting is the opportunity for any team members who did not attend the Sales-to-Project Handoff to receive a briefing on the project and their roles. The Operations Manager schedules the meeting and conducts it a...
Prepare agenda and materials for meeting
Purpose To introduce how DORIS works to a prospective client, see how DORIS might help the organization meet its goals, and gain clarity about what leadership already knows and wants to know about the organization in order to create a sales proposal. Note: O...
Link Calendly to Participant List
Purpose Zapier is an online platform that helps you automate workflows by connecting your apps and services. A “zap” allows you to automate updating the Master List with the interviews scheduled in Calendly instead of manually updating the Master List. Respo...
Establish and distribute the participant interview sign-up system
Purpose To ensure the participant sign-up method is compatible with the organization's firewalls and policies. Responsible Party Operations Manager Interdependencies The interview schedule has been confirmed by liaison and operations manager. Direct...
Determine how participants will sign up and participate in interviews
Purpose The Operations Manager engages with the project liaison to understand the organization's preferences and limitations for conducting interviews. Responsible Party Operations Manager Interdependencies These conversations often begin in the sales ...
Conduct Interviews In-person
Purpose Responsible Party Whoever is assigned to conduct in-person interviews + contract interviewers Interdependencies Interview dates have been scheduled and confirmed + participants have signed up for a slot. Example: The Sales Lead should have e...
Conduct Interviews - Virtually
Purpose To collect qualitative and quantitative data. Virtual interviews are the standard method at DORIS. These interviews should take up to 30 minutes and are scheduled back to back. A typical shift could have up to 10 interviews with two scheduled breaks b...
Interview Debrief
Purpose The purpose of the interview debrief is to glean as much knowledge as possible from the interviewers with first-hand experience and knowledge. Responsible Party Everyone who conducted interviews for a given project Interdependencies Interviews ...
Thank RAs and document any information collected outside of Vantage Space
Purpose Make people feel appreciated and ensure all collected data is input for analysis. Responsible Party Operations Manager Interdependencies The usability study has concluded. Directions Thank people Put additional data into an Excel sheet fitt...
Conduct 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...
Review and Approve Document
Purpose To ensure the visual brand standards are met and free of grammatical errors. Responsible Party Research Associate, VP of Ops Interdependencies The document has been made Directions Respond to maker comments Check for pink text (missing ...
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...
Establish participant communication processes with the client
Purpose To ensure we and the client are on the same page about participant communication. Responsible Party Ops Manager Directions It is crucial to determine how DORIS will communication with participants throughout the project. Each organization has ...
Create interview 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 Ops Mana...
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...
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,...
Confirm interview dates + create an interview schedule
Purpose The Operations Manager confirms the interview dates with the liaison and creates the interview schedule. Responsible Party Operations Manager Interdependencies The leadership alignment meeting has occurred Directions Typically, interviews tak...
Confirm Challenge Defining meeting logistics
Purpose Schedule and confirm CD meeting logistics. Responsible Party Ops Manager Interdependencies The project timeline is set, and Challenge Seeking data collection has concluded. Directions The Operations Manager coordinates with the client ...
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...
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...