SOP for Client Intake

Intake process:

1. We publish specific times when we accept proposals along with descriptions of what we offer (we might also define current themes, locations, etc that we will support)
2. We reach out to nonprofits we want to work with as well as promote in relevant spaces
3. We open the application process during these windows
4. Applications go through a gut check pass with Morgan and LX (they are in fact nonprofit, they are values-aligned)
5. We update applicants that their project has either been rejected or moved to the next round
6. Board reviews the projects and assesses from a number of criteria
   1. How excited we think our community will be about the project
   2. How much work does the client need
   3. Whether the client has budget (not every one needs to have it, but we should take this into consideration)
   4. How much information shared and enthusiasm shown
   5. Access to client’s own beneficiaries (”end users”)
   6. Partnership opportunities
   7. Location / time zone
7. We update applicants that their project has either been rejected or moved to the next round
8. We interview the client to ensure we’re aligned on what we are offering and what they want
9. We launch the project at the next launch date.

To set up before we implement new intake:

1. Define types of projects with descriptions and deliverables
2. Create a reasonable timeline for opening applications → Launch accommodating scheduling interviews
3. Create a schedule of project launching keeping in mind holidays