Bids, scopes, contracts

NTRS 1: Optimizing the Nonprofit-Consultant Relationship - Resources

elio — Tue, 18 Apr 2006 17:50:25 -0400

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

Managing your Consultancy

Navigating Technology Costs - a Bay Area Nonprofit Technology Roundtable

smokinggoat — Fri, 03 Mar 2006 20:12:23 -0500

The next Nonprofit Technology Roundtable is Thursday, March 9.

It'll be held here at the CompuMentor office (435 Brannan Street) from 2:00 to 4:00.

In this second event of the series, Eric Leland, TechCommons’ new Director, will facilitate an exchange of ideas about “Navigating Technology Costs: Affording Technology Projects as Nonprofits and Service Providers.”

Space is running out, so register soon !

Managing your Consultancy

Mott Field Project Sheet

elio — Wed, 22 Feb 2006 15:49:57 -0500

This is a project outcome checklist.

Database Planning Scope Questions

elio — Tue, 22 Mar 2005 13:16:32 -0500

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

Managing your Consultancy

Initial Intake Questions

elio — Mon, 21 Mar 2005 16:44:47 -0500

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

Managing your Consultancy

Client Intake Form

elio — Mon, 21 Mar 2005 16:32:01 -0500

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

Managing your Consultancy

Things to Do to Save You Time and Money

elio — Mon, 21 Mar 2005 16:13:16 -0500

You will need to provide certain support for your Consultant:

Ãƒâ€šÃ‚Â 1.Ãƒâ€šÃ‚Â Ãƒâ€šÃ‚Â Ãƒâ€šÃ‚Â Ãƒâ€šÃ‚Â Ãƒâ€šÃ‚Â Ãƒâ€šÃ‚Â Ãƒâ€šÃ‚Â Be There!
This may sound obvious, but some clients fail to turn up at appointments and donÃƒÂ¢Ã¢â€šÂ¬Ã¢â€žÂ¢t cancel within 24 hours.Ãƒâ€šÃ‚Â If our consultant turns up for the appointment and canÃƒÂ¢Ã¢â€šÂ¬Ã¢â€žÂ¢t get in s/he will come back to CompuMentor and we will still charge you the 4-hour minimum. Please be there, we donÃƒÂ¢Ã¢â€šÂ¬Ã¢â€žÂ¢t want to charge you for work that doesnÃƒÂ¢Ã¢â€šÂ¬Ã¢â€žÂ¢t help you!Ãƒâ€šÃ‚Â Also note, our consultants will not work at an unattended site.Ãƒâ€šÃ‚Â You cannot just let them in and leave.

Managing your Consultancy

Work Record

elio — Fri, 18 Mar 2005 19:34:59 -0500

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.

Managing your Consultancy

Statement of Work

elio — Fri, 11 Mar 2005 19:40:11 -0500

This is a formal Consulting Services Statement of Work (SOW) template. Simply replace highlighted text with the specifics of your SOW and make any other changes as necessary.

Managing your Consultancy