Stanford Alumni Consulting Team ACT Screening Process for Clients

1. Stanford Alumni Consulting TeamACT Screening Process for Clients Updated 4/17/14

2. ACT Project Screening Objectives • Primary objectives: • Effective project screening is critical to the success of the project with an emphasis on 4 key elements (FATI): • Focus: Project clearly scoped with defined deliverables • Alignment: ED, Board Chair, and Chair of Strategic Planning fully in support • Time: Timing must fit situation and client must commit resources to support • Implementation: Client must have resources to implement recommendations

3. ACT Screening Process (For Clients) 1. Interest form review 5. Briefing & Sounding Board 4. Project Posting & Recruitment 2. Application Review 3. Scoping & Prioritizing 6. Project kickoff • ACT prepares posting for volunteer recruitment • Review with client for approval • Go/no go depending on recruitment, ACT’s ability to staff • ACT project leader comes on board • Sounding board meeting with project leader, screener and client • Project leaders refine scope, objectives, and outline workplan with client • ACT project leader and team begin work with client on project • Workplan sign off by client ED and Bd Chair • Scope project objectives, deliverables, and likely activities/ skill sets • Explore capacity of client to staff • Determine fast track v full team • ACT weighs all submissions and determines which move forward • Client submits interest form • Telephone call with ACT screeners to determine preliminary mutual fit • If yes, client submits application • ACT screeners interview w Board Chair & ED • Outline scope / objectives • Assess feasibility/fit • Confirm alignment/ time commitment • If yes, begin project scoping