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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...
Alignment Meeting Dry Run: Final Prep with Sales Lead
Purpose Ensure Ops and Sales are aligned about the goal of the meeting and establish roles. Responsible Party Ops + Sales Lead Interdependencies The meeting materials have been prepped and created. Directions A member of the Ops team who di...
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...
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 ...
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 ...
Prepare Interview Data
Purpose Preparing the data for analysis in MAXQDA Responsible Party Project Lead Interdependencies Interviews have concluded + data has been downloaded from Qualtrics and cleaned Directions For MAXQDA analysis: Open CLEANED data set (if there is not...
Group Synthesis
Purpose Create alignment on emergent findings and identify where we need to dig deeper into the data for nuance. Responsible Party Everyone who analyzed the data Interdependencies Individual synthesis has occurred. Directions The Ops Manager schedule...
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 ...
Send Challenge Defining Document to Liaison
Purpose Send Challenge Defining document to client liaison so leaders can review the content before the Challenge Defining meeting. Responsible Party Project Lead, VP of Ops Interdependencies The designed document has undergone a round of edits and DORIS ...
Create materials for the CD meeting
Purpose Create a presentation of the challenges and top supporting data and leadership prioritization tools. Responsible Party Project Lead Interdependencies The Challenge Defining document has been finalized and approved and meeting logistics have been ...
Conduct Challenge Defining Meeting
Purpose The primary outcome of the Leadership Meeting is the selection of the challenges to bring back to participants during Solution Seeking. After presenting the findings, the Ops Lead facilitates the client leadership through assigning each challenge to...
Debrief DORIS team
Purpose Following the meeting, the Ops Lead updates the team on how it went and the outcomes Responsible Party Project Lead Interdependencies The Challenge Defining meeting has been conducted. Directions Post the debrief on Slack. Paste the debr...
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 ...
Scoping Document (Deliverable)
Purpose The Scoping Document summarizes the Pre Sales Alignment Meeting and sets the strategy for DORIS's research throughout the project. It serves as a promise to the client and a roadmap for the Ops Team. Responsible Party Data Analyst or Project Lead I...
Prepare Survey Data
Purpose Prepares data for analysis Responsible Party Project Lead Interdependencies Survey data collection is complete Directions Download the data from Qualtrics Exporting Data from Surveys in Qualtrics 1. Navigate to Qualtrics 2. Click the proje...
MAXQDA Analysis (Qual)
Purpose Identify themes and patterns in experience through organizing, coding, sorting, and filtering data from challenge-seeking methods. MAXQDA is used for analysis in projects with more than 25 participants and/or when the differences between participant t...