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Project Methodology |
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While each small business has unique challenges, the process for setting project goals and business milestones employs this methodology to ensure consistency and quality in our delivery.
1. Intake. Qualifying small businesses must be located on 14th St. or south, employ up to 40 staff, have been established before and show significant loss of revenue since September 11th, 2001. Client Development Managers (CDMs) - volunteers trained to meet with new prospective clients-collect client information and assess their needs.
2. Matching. Based on recommendations by the CDM, our Volunteer Manager searches the volunteer database to assemble an Advisory Team of one to three consultants. These volunteer consultants are chosen from a pool of over 150 volunteers with expertise in areas such as finance, technology, operations and marketing.
3. Statement of Work (SOW). An up-front Statement of Work, drafted by the Advisory Team and CDM following an initial client meeting, clearly defines outcomes sought by the project, the project duration (one to six months), expected time contribution from the small business, and roles/responsibilities of the client and each volunteer. It is approved and signed by both volunteers and client.
4. Analysis. In partnership with the client, the Advisory Team conducts internal and/or external research to deliver answers to the questions outlined in the Statement of Work.
5. Quality checks. During the course of the assignment, MBAs4NYC staff contact the volunteers weekly and the small business clients twice a month to solicit specific feedback on progress. This assures that goals are being met and that the relationship between client and volunteer is beneficial.
6. Conclusion. The Advisory Teams craft strategies that will help achieve specific defined goals. Volunteers present clients an Action Plan, which contains conclusions and recommendations from their analysis that address specific issues outlined in the Statement of Work.
7. Follow up and evaluation. A post-engagement survey and quarterly "check-ups" with our clients help us measure positive impact on profitability for each client we serve.
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