TABLE OF CONTENTS
A Tech Fleet Project Coordinator helps onboard new clients and projects, as well as continuing phases from incubated clients. They facilitate conversations and organize documents for smooth projects. Project Coordinators also handle administrative tasks to ensure teams have the tools they need to succeed.
Projects can come to Tech Fleet in various ways; word-of-mouth referrals, internal ideas brought to Morgan, or the Client Intake form from social media (and embedded on the website in the future).
Owner: Morgan Denner Link: https://form.jotform.com/221914570068153
When a new client fills out the form, an email alert is sent, otherwise, they can be found in the account’s inbox. Any updates or changes to the form will need to be made through Morgan’s account.
Owner: Tech Fleet Google Drive Link (can be found in the Project folder): https://drive.google.com/drive/folders/1hGmoXos7VWZfdSZkqM5RHD6rfDC7hHFH?usp=sharing
With information from the Client Intake form, a first draft of a Work Agreement can be made. It is okay to keep it high-level at this point. Make note of anything you feel is missing and any questions for the first client call.
The template is based on an 8-week pro-bono project. Assuming this is the first phase of the project historically Dev and Content are not included. Adjust all the roles as necessary based on the client and user needs. Replace or remove all highlighted areas.
Facilitated by Morgan Denner or Project Coordinator
After receiving the Jotform an email is sent to the client expressing Tech Fleet’s interest in working with them (or not). Typically the call is arranged using Morgan’s Calendly, if not the Project Coordinator should use their own or other methods they are comfortable with. On the call topics will include: