Mott Project Closure Email Template

Mott Initial Outreach Email Template

This is a project outcome checklist.

Charles Stewart Mott Foundation re-granting compliance project

FREQUENTLY ASKED QUESTIONS

 Q.  Why is Mott requiring USA PATRIOT Act compliance?

A.  Mott has provided information for its re-granting grantees on the Mott website at http://toolbox.mott.org. If you have additional questions about Mott’s policy or decisions, please contact your program officer.

Q.  Where can I find out about the USA PATRIOT Act?

From the CompuMentor USA PATRIOT Act project, funded by the Charles Stewart Mott Foundation.

I'm categorizing this fairly widely because I think it could be a failry valuable tool for consultants who run their own websites (for marketing and biz dev) and/ or who consult for websites that are trying to reach a broader (read non-English-speakng) audience.  I'm also posting this here because I think this (or something like it) could be a very handy tool for Consultant Commons it self, as we try to reach out to a broader audience, and really distribute all of our "knowledge" far and wide.

 Please comment if you have found a better implementation of this code (see my notes at the end)

This template (attached) is a nice document to leave at the client site.

Implementation Lifecycle

This document is a brief outline of the lifecycle of a typical technology implementation project. It is organized in phases, which should be pretty self-explanatory. Within each phase are different activities, deliverables, and tools. Deliverables are bolded. Tools are italicized.

1)Outreach

You will need to provide certain support for your Consultant:

 1.        Be There!
This may sound obvious, but some clients fail to turn up at appointments and don’t cancel within 24 hours.  If our consultant turns up for the appointment and can’t get in s/he will come back to CompuMentor and we will still charge you the 4-hour minimum. Please be there, we don’t want to charge you for work that doesn’t help you!  Also note, our consultants will not work at an unattended site.  You cannot just let them in and leave.

This work record was designed to be used at client site for a one-off, no prior contact, one-day consult.

The idea was to provide structure for the visit in a way that would provide good documentation of the work done and record approval for that work as it progressed so the paperwork was a tool for communication rather than a (frequently forgotten) hindrance at the end of the day.

The attached document is a Work Plan Template which can help you manage your project as well as your communications with your Client.

CompuMentor consulting services does not presently have the resources to respond to emergency requests for support from our clients. We highly recommend that organizations prepare in advance for computer emergencies.

First of all, know what constitutes a computer emergency. Emergency support can be costly (as high as $250/hour), so it is important to know what systems your organization can afford emergency response for. A good rule of thumb is to use the impact of the incident to judge how to respond. A dead computer on the desk of an employee can often be worked around. But if that computer has the only copy of the grant proposal due tomorrow, than it becomes an emergency. Each organization needs to find a threshold for calling in emergency support that best fits its budget.

This document describes the level of quality and professionalism that staff will uphold in all dealings with clients, partners, colleagues and other staff. It may also provide information that can be translated for use on a website, in Statements of Work, Memorandums of Understanding and Letters of Intent. In addition, it may be used to inform new staff orientations, training documents, and other internal standards created, at the program-level, by program managers.