Client and Project Guidelines

Client Criteria:

• Public sector or 501 (c) (3) status with a mission that benefits the community
• A minimum of 3 paid staff members with a board of directors
• An annual budget of a least $500,000
• Sustained staff involvement to enable a team to carry a project through to completion

Project Criteria:

• Deals with business-related issues within the organization like strategic planning, organizational development, finance or marketing
• Scaled and focused so it can be completed by a team of 2-4 volunteers within 3-6 months
• MUST EXCLUDE direct fundraising activities (volunteers may assist clients to plan and organize such activities)

Project Implementation Guidelines:

• Each project is defined and agreed upon with the client prior to start-up in an engagement letter
• A Project Team Leader is designated prior to start-up, with responsibility for guiding project completion
• Each project is overseen by a Steering Committee member
• A final report (oral and/or written) is made to client management and/or the Board of Directors
• A team will not implement recommendations, but may accept a follow-on project