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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 ...
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...
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 ...
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...
Google Sheets analysis (Qual)
Purpose The purpose of qualitative analysis in a DORIS research project is to identify themes and patterns in experience through organizing, coding, and sorting/filtering data from stakeholder interviews. Responsible Party Project Strategist, Research Assoc...
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...
Create Challenge Defining Outline (Research Project)
Purpose Creates the structure and overarching themes with supporting details that will make up the Challenge Defining document. Responsible Party Project Strategist Interdependencies The group synthesis meeting has occurred Directions Open Challenge ...
Draft Challenge Defining Content
Purpose To create content for the Challenge Defining document Responsible Party Research Associate, VP of Ops, Project Strategist Interdependencies The synthesis meeting is completed and the outline is approved. Directions Create a new document fr...
Review + approve Challenge Defining content before making
Purpose Ensure the content reflects the group synthesis outcomes/outline with adequate qualitative and quantitative supporting data. Check that the document is clear, concise, and free of grammatical errors. Responsible Party Project Strategist, VP of Ops,...
Create a Meeting Protocol
Purpose Create a meeting agenda. Responsible Party Ops Lead Interdependencies The Challenge Defining content is finalized and approved. Directions Fill in the meeting agenda template (below) with project-specific information. Resources Challen...
Pack materials for the meeting
Purpose Gather tools and supplies to take to the meeting. Responsible Party Project Strategist or VP of Ops and Administrative Assistant Interdependencies The tools and agendas have been created and physical copies of the CD document have been printed a...
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...
Review + approve Solution Defining content before making
Purpose Ensure content is reflective of data and answers the leader's Research Questions. Responsible Party Project Strategist, VP of Ops Interdependencies Full content draft has been completed. Directions It has been reviewed and approved by the P...
Make Challenge Defining Document
Purpose Make document in Indesign for client Responsible Party Project Strategist Interdependencies The content has been draft and approved by project lead Directions Follow instructions in Creating Research Documents Resources Challenge Definin...
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...
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...
Facilitate Onsite Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data Responsible Party Project Strategist Interdependencies Leaders have identified what challenges will be solved for in workshops. Directions Arrive to the location of the worksho...
Facilitate Virtual Solution Session
Purpose Facilitate Solutioning Sessions to collect solution criteria data. Responsible Party Project Strategist, Data Analyst (supporting role) Interdependencies Leaders have identified what challenges will be solved for in workshops. Directions ...