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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...

Start Conduct Sales to Project Team Handoff meeting The Sales to Project Team Handoff meeting is the official start of a DORIS project for the Ops team. In this meeting, the person who sold the project will give information about the client and proposal to t...

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...

Schedule Post-Project reflection meeting with DORIS team The Operations Manager schedules a 60-minute meeting for all members of the DORIS team who engaged in the project (including the Sales Lead). Who: Operating Principal, Project Lead(s), Qualitative Re...

Conduct Project-to-Sales Handoff Identify project completion gifts Give the OK to Redact deliverables Conduct Post-Project reflection meeting with DORIS team The Project Lead conducts the reflection meeting. Project Strategist takes notes on action ite...

Create + share takeaway: what worked, what didn't, what wows Clean out + Archive Box and Google Drive Folders  At the project conclusion, the folders are cleared out/archived for the purpose of organization and limiting of duplicative files. Delete any fol...

After the Research Findings document goes into making: Send email: 11 Project End

Trigger: After Kickoff Meeting(s) occur Recipients: EveryoneFrom: DORIS + [Org name] [Project Name]  Subject: Sign up for an interview with DORIS Hi [firstname],  It was a pleasure meeting you at the Kickoff meeting. Your input is crucial to the success of...

Trigger: If not everyone has signed up a couple days after interviews have started From: DORIS ResearchSubject: Reminder: Sign up for an interviewRecipients: Everyone not signed up for an interview Subject: Reminder: Sign up for an interview  We are conduct...

Trigger: Thursday before usability study starts From: DORIS ResearchSubject: Researcher onsite starting next weekRecipients: Everyone / People in the spaces being studied Hi,  You may notice a DORIS researcher in the building date to date. (RA names) will b...

Trigger: Friday on first week of usability  From: DORIS ResearchSubject: Usability Study ReminderRecipients: Everyone / People in the spaces being studied Hi,  You’ll see a DORIS researcher (names) in the building until Friday, date. This is part of the [pr...

Trigger: Day survey launches From: DORIS ResearchSubject: Survey LaunchPreview Text: Take the 10 minute supplemental survey + share your thoughts!Recipients: Everyone Survey Launch (individual links) Subject: Take the 10 minute survey to share your experien...

Trigger: Not everyone has taken the survey after 3 days  From: DORIS ResearchSubject: Reminder: take the short DORIS Survey!Recipients: People who haven't taken the survey Don't miss your chance to complete the survey and share your thoughts. Take the survey...

Trigger: Data collection has finished and workshops date/time/location has been confirmed by liaison From: DORIS ResearchSubject: Sign up for a Solutioning SessionRecipients: Everyone Thank you for the data you shared in the project's first phase; it is impe...

Trigger: People haven't signed up for Session before the only one happening OR after the first day they're conducted for projects with multiple.  From: DORIS ResearchSubject: Reminder: sign up for a Solutioning Session!Recipients: Everyone  This is your chan...

Trigger: After Solutioning Sessions get wrapped up and get data from Workshop Facilitator  From: DORIS ResearchSubject: Thanks for your input!  Recipients: Everyone We’re so glad we got to work with you as you envisioned solutions to Client's workplace chall...

Trigger: When the Research Findings document goes into making From: DORIS ResearchSubject: Thank you for your participant + a great project!Recipients: Everyone    DORIS met with the Client's leadership last week to present findings from the solution phase o...

After the Solutioning Session logistics have been confirmed, the Research Associate will send out the following email to participants: Send Email: 08 Data Collection Thank You / Solutioning Session(s) Sign Up

After Solutioning Sessions get wrapped up and get data from Workshop Facilitator:  Send email: 10 Solutioning Session Thank you 

All Users DORIS uses Toggl to keep track of corporate employee + contractor hours. Hours entered are either marked 'billable' to a project or are an internal charge to DORIS. Hours are to be entered weekly by Friday or before the first of the month, whichever...