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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 Purpose Invite leaders or stakeholders to sign up for a kickoff, and to invite stakeholders to participate in interviews. Resonsible Ops Manager (or Ops Support) Interdependencies For Kickoff: Kickoff logistics h...

Trigger: If not everyone has signed up a couple days after interviews have started Purpose Gently nudge stakeholders to sign up for interviews before their time runs out. Responsible Party Ops Manager (or Ops Support) Interdependencies Day 2 of interview...

Trigger: Thursday before usability study starts Purpose Alert stakeholders that we will be onsite observing how space is used. Responsible Ops Manager (or Ops Support) Interdependencies Usability study is finalized (i.e. RA assignments, dates, locations)...

Trigger: Friday on first week of usability  Purpose Remind stakeholders that DORIS will be observing how their space is used. Responsible Ops Manager (or Ops Support) Interdependencies Usability announcement comm has been sent and it is the Friday before...

Trigger: Day survey launches Purpose To invite stakeholders to take our short survey to collect quantative data. Responsibility Ops Manager (or Ops Support) Interdependencies It's the first day of the survey period, and the survey is active. Directions ...

Trigger: Not everyone has taken the survey after 3 days  Purpose Send a reminder for stakeholders to sign up for interviews and fill in a survey.  Responsibility Ops Manager (or Ops Support) Interdependencies Survey is active and survey invitation comm h...

Trigger: Data collection has finished and workshops date/time/location has been confirmed by liaison Purpose Thank stakeholders for participating in the interviews and surveys, and to invite them to participate in Phase 2 data collection, Solutioning.  Resp...

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.  Purpose Remind stakeholders to sign up for the solutioning session or 1:1 interview. Responsbility Ops Manager...

Trigger: After Solutioning Sessions get wrapped up and get data from Workshop Facilitator  Note This isn't a comm that we are sending anymore. Instead, we are encouraging leaders to communicate any outcomes from the study directly to their people.   From: ...

Trigger: When the Research Findings document goes into making Note This isn't a comm that we are sending anymore. Instead, we are encouraging leaders to communicate any outcomes from the study directly to their people.   From: DORIS ResearchSubject: Thank ...

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...