Plan

During the Plan phase, we work with you to design a plan of action to unleash your full potential.

Proposal

We partner with you to design a concrete plan of action that outlines goals, metrics of success, deliverables, and guarantees. We lay out multiple paths for you to consider to meet your ambitions and budget. 

Initial Meeting

The proposal is the start of a conversation. We review the proposal with you and revise it until you are satisfied. 

Statement of Work

We value transparency and clarity at every step in our relationship with you. Once we decide on a path forward, we take the time to clearly lay out all expectations in a detailed statement of work, which covers:

Project timeline and phases

Resource requirements

Scope of work

Communications plan

Quality management plan

Mutual responsibilities

Warranty and support plan

The statement of work usually undergoes several revisions as we finalize the details and expectations for your project. We carefully review all aspects of it before work begins to ensure that you know how to plan and that there are no surprises along the way. 

Ready to capture more data in less time?

Our four-step process — assess, plan, develop, deploy — begins with a comprehensive analysis of your tech challenges, followed by a collaborative planning period, phased development with regular progress review meetings, and a support process that maximizes adoption and builds internal capacity. Our nonprofit technology consultants will be your partners to help find the solution that meets your goals and helps your team achieve its dreams. 

During Plan We:

Draft a proposal that clearly outlines objectives, deliverables, and estimated return on investment.

Meet with you to review and update the proposal. 

Create a comprehensive and detailed statement of work to make sure we are all on the same page and that there are no surprises.