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.