User:Randyfisher/Consulting Questions

1. Project Definition / Scope

 * 1) Describe the problem you are having/issues you want addressed.
 * 2)  What do you believe the gap is / what do you want help with?
 * 3) How does this project tie into your organizational strategy -- as an organization, what do you want to achieve, and why?
 * 4) How does this project tie into your core functions?
 * 5) Who are your stakeholders? What is their timeline for change?
 * 6) What (approaches, factors, performance interventions have you tried that have worked/not worked ? Why/Why not?
 * 7) Who, and what, are possible areas of resistance to change or transition -- to a new system or way of operating?
 * 8) Have you decided how you will measure success? Is there openness to other success metrics?

1a. Process & Technical Issues

 * How 'open' do you with this project to be? (i.e., communications, software, etc.).
 * What is your preference for the following Options?
 * 1) an open, secure collaboration space  (i.e., WikiEducator) -- no fees for installation, set-up, data storage and maintenance
 * 2) a closed, secure collaboration space (i.e., your own wiki) -- fees for installation, set-up, data storage and maintenance

2. Project Budget

 * 1) What is your budget?
 * For Option 2, in Section 1a:
 * Have you budgeted (or have access to) funding of this hardware/software support?
 * 1) What is your policy regarding advance payment, or payment terms (i.e., 25% upfront)
 * 2) Describe how do you do business – sole-source, proposal, competitive bidding
 * 3) When is your fiscal year end?

3. Project Contracting

 * 1) When do you want to start / finish the project? (are dates set or flexible)?
 * 2) Who has signing authority -- Are you the able to contract directly, or do you have to consult with someone else / a committee? Board of Directors / other?
 * 3) For Option 2 in Section 1a:
 * Who are your IT contacts, and have you had conversations with them regarding signoffs and approvals (we can discuss this).
 * 1) What is the contract amount level (thresholds) that you have, before you have to get higher stage approval / additional signing authority?
 * 2) Who will be responsible for this project? Who will the contractor report to?
 * 3) Do you have Terms of Reference (TORs) and/or a job description available?