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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...
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...
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 ...
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 ...
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...
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...
Review client-provided floor plans
Purpose To ensure we have all the floorplans (FPs) needed to set up Vantage Space and they have adequate details (such as workplaces) in them. Responsible Party Data Analyst Interdependencies The buildings/floors being studied have been confirmed + we ha...
Edit Vantage Space / Assign Spaces to Research Assistants
Purpose Updates from the walk-through are changed in Vantage Space so the points are correct and ready for Usability Responsible Party Data Analyst + Ops Manager Interdependencies The Ops Manager has completed the walkthrough Directions After the ...
Conduct RA orientation
Purpose Give RAs an overview of who DORIS is, the organization being studied, what is expected of them onsite, what a usability study is, and how to use Vantage Space. Responsible Party Operations Manager and/or Data Analyst Interdependencies RAs have bee...
Check Vantage Space + RAs daily during the study
Purpose Ensure RAs are showing up and syncing their tours Responsible Party Operations Manager Interdependencies The usability study has started. Directions The operations manager will go to Vantage Space to check the previous day's tours to ensure ...
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 ...
Send Challenge Defining document to liaison to distribute prior to Leadership Meeting
Purpose Client leadership can review the document before the Challenge Defining meeting. Responsible Party Ops Manager Interdependencies Meeting logistics have been confirmed and the document is finalized Directions The body of the email should be si...
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...