Handbook/Small Project Bootup Template

You managed to raise a potential client's interest for a new (small) project or consulting job? Great! What next..?

You need to collect basic information to describe the project/consulting job. Based on this, the management team can evaluate the proposal, ensure the fit with OKF'S overall project and consulting portfolio, check for potential conflict of interest and that the financial side is well planned and so on, you should in a ne check with the management team (Foundation Coordinators) before accepting any contract or consulting job, however small. In order to do that, the management team needs the following information prepared by you in written:

This information is what the Foundation Coordinator will expect to see written down if a is proposed. If you've any questions about any of it, they will also be able to help you put this information together. , . This might be something you send to lauraJ/FCoord to raise on a thursday pm meeting with the "managment team"

One liner   A succinct description of the project

Dates PLanned state date / end date / duration

Contacts Who in the OKFN team is leading the project, and who the client is (including some contact details)

Finances A description of how much is to be charged and any notes on payment (eg 5 days at £200 per day, paid at end of the work in response to a client invoice)

Contract A note of how the project is to be agreed, eg an email purchase order from the client, or formal contract, or whatever.