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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 ...

The document outline must be complete before beginning the content document. Draft Solution Defining content Action Planning Content Template 1. Create a new document from the Action Planning content template. (View on Scribe) Navigate to Google Dr...

Conduct meeting with project team and maker The ops manager contacts the graphic designer with outline of work and logistics.  In the maker meeting, the research lead meets directly with the maker to go through the content and expectations for making.  Chec...

Confirm meeting time + location

Create protocol for meeting Create materials for meeting Meeting dry run

Conduct Action Planning meeting

Analyze/Synthesize leader priorities (if needed) Send final report of leader priorities to liaison (if needed)

1. Client leadership introduces the project and DORIS to participants Before DORIS sends any communication directly to participants, a client leader should announce the project internally. By championing their participation at a high level, it increases the l...

Our process is separated into phases, milestones, and tasks. Phases The DORIS process contains seven phases: 1:: Project Launch 2 :: Project Orientation 3 :: Challenge Seeking 4 :: Challenge Defining 5 :: Solution Seeking 6 :: Solution Defining 7 :: P...

Kickoff Meetings are the participant introduction to the project. The goals of the Kickoff Meeting are to 1) get participants comfortable with the DORIS process and 2) get participants to sign up for an interview.* *The interview sign-up process must be ready...

DORIS researchers conduct one-on-one interviews with stakeholders. The interviews aim to gather in-depth qualitative data about what is and isn’t working in the workplace today. In a research project, the interview protocol is customized based on the project b...

The Usability Study is an opportunity to collect in-depth quantitative data about the workplace and its use today. DORIS looks for overarching patterns about when, where, and how people use their current workplace. DORIS collects data on the general activities...

The Challenge Defining document provides detailed information on how the workplace is used today and what challenges employees face. Start Create document outline from synthesis Plan Draft Challenge Defining content Review + approve Challenge Defining con...

Start Create analysis/synthesis schedule + strategy The Project Lead determines the analysis strategy and shares it via email or Slack with the team Larger projects may require an Analysis Strategy meeting to align goals and delegate tasks Who is doing...

In the Challenge Defining Meeting, the DORIS team presents the data to leadership and facilitates them through strategy for the second half of the project. What to expect in a Challenge Defining Meeting Each attendee receives a printed copy of the Challe...

Conduct Analysis Strategy Meeting 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...

Synthesize data Conduct individual synthesis Synthesis must be external. Use Mural, a whiteboard, paper, etc. Address these questions: Is there an overarching theme to people's solutions? What seems like the most prominent challenge the solutions addr...

What to Expect in a Solution Defining Meeting Each attendee receives a printed copy of the research report.  DORIS presents the solution criteria and how they relate to challenges.  Leadership engages in a conversation about what they heard and how they w...

Conduct Solution Defining Meeting The Project Lead and (often) the Sales Lead conduct the meeting with client leadership. Each meeting includes:   Welcome Status Update Findings Presentation Discuss + Prioritize

Debrief DORIS team Following the meeting, the Ops Lead updates the team on how it went and the outcomes.  Post the debrief on Slack. Paste the debrief into the Project Charter. Debrief Protocol Project:Meeting:  What went well? What didn’t go ...