Content tagged as
Client Intake

NTRS 1: Optimizing the Nonprofit-Consultant Relationship - Resources

Submitted by elio on 2006, April 18 - 1:50pm.

Selecting a Consultant or Vendor

Choosing the Right Consultant
http://www.techsoup.org/howto/articles/consultants/page1412.cfm?cg=searchterms&sg=consultant
Focuses on what to ask in the interview process
Do You Really Need A Consultant?
http://www.techsoup.org/howto/articles/consultants/page1418.cfm?cg=searchterms&sg=consultant
Questions to explore when deciding among consultants, in-house staff or volunteers

Mott Field Project Sheet

Submitted by elio on 2006, February 22 - 12:49pm.

This is a project outcome checklist.

USA PATRIOT Act - Mott List-Checking Kit

Submitted by elio on 2006, February 22 - 12:21pm.

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

 

USA PATRIOT Act First Meeting Pro-forma

Submitted by elio on 2006, February 14 - 3:46pm.

A data-gathering form for the initial on-site visit to an organization that wants to implement list-checking measures.

Database Planning Scope Questions

Submitted by elio on 2005, March 22 - 10:16am.

The attached Database Planning Scope Questions template will help you gather important information about your Client, its systems, staff and the consulting project.

Initial Intake Questions

Submitted by elio on 2005, March 21 - 1:44pm.

This intake templates helps to profile the client organization, it's information systems and the specific consultant project.

Client Intake Form

Submitted by elio on 2005, March 21 - 1:32pm.

The attached intake template will help you learn more about the Client's organization and specific needs.  It can also be used to establish management and technology contacts.

Managing your Consultancy

How to do it on your own!

Managing your Consultancy

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