Client Intake

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

Mott Field Project Sheet

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

This is a project outcome checklist.

USA PATRIOT Act - Mott List-Checking Kit

elio — Wed, 22 Feb 2006 15:21:44 -0500

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

USA PATRIOT Act First Meeting Pro-forma

elio — Tue, 14 Feb 2006 18:46:15 -0500

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

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