Work Plan Presentation Template CONFIDENTIAL The use or disclosure of information presented in this document is strictly prohibited.

1 © New Sector Alliance, Inc Agenda Review team structure and responsibilities Discuss project key questions, activities & deliverables Review suggested project schedule Discuss outstanding questions, limitations and considerations Agree to work plan and next steps

2 © New Sector Alliance, Inc Team Responsibilities Inter-team collaboration over the life of the project is critical for success Team Role Responsibilities Meetings/Time Commitment/Etc. Client Lead(s) Consultant advisor and coach(es) Student consultants Faculty Advisor New Sector program manager

3 © New Sector Alliance, Inc Agenda Review team structure and responsibilities Discuss project key questions, activities & deliverables Review suggested project schedule Discuss outstanding questions, limitations and considerations Agree to work plan and next steps Discuss project key questions, activities & deliverables

4 © New Sector Alliance, Inc Key Questions Key Project Question Sub Question 1Sub Question 2Sub Question 3Sub Question 4 Sub Question

5 © New Sector Alliance, Inc Key Activities & Deliverables for Each Question Sub Question 1 Sub Question 2Sub Question 3Sub Question 4 Activities: Expected output: PHASE ONE PHASE TWO

6 © New Sector Alliance, Inc Discussion Agenda Review team structure and responsibilities Discuss project key questions, activities & deliverables Review suggested project schedule Discuss outstanding questions, limitations and considerations Agree to work plan and next steps

7 © New Sector Alliance, Inc /19 Detailed Project Schedule (Phase One) (Remember to schedule regular weekly meetings with your team and with your consultant coaches; also note when the workplan will be signed off by the client) 10/1010/1710/2410/03 Status Checkpoint Deliverable Meeting Activity 2 Sub activity Midterm Presentation Weekly Conference Calls Activity 1 Sub activity Activity 3 Sub activity Activity 4 Sub activity Activity 5 Owner Client/Cons. input req’d 9/26

8 © New Sector Alliance, Inc /31 Detailed Project Schedule (Phase Two) 11/2111/2812/0511/14 Status Checkpoint Deliverable Meeting Activity 7 Sub activity Final Presentation Weekly Calls Activity 6 Sub activity Activity 8 Sub activity Activity 9 Sub activity Activity 10 Owner Client/Cons. input req’d 11/07

9 © New Sector Alliance, Inc Discussion Agenda Review team structure and responsibilities Discuss project key questions, activities & deliverables Review suggested project schedule Discuss outstanding questions, limitations and considerations Agree to work plan and next steps

10 © New Sector Alliance, Inc Outstanding Questions & Considerations (Outstanding questions for Client: for example, to clarify the communication schedule and communication preferences with the Client; acknowledgment of issues or ideas that will fall outside of project scope, recognition of unique challenges)        

11 © New Sector Alliance, Inc         Information request (“Wish list” of information or data from client organization – including type of data, example of format, why it’s needed and when it’s needed by)

12 © New Sector Alliance, Inc Discussion Agenda Review team structure and responsibilities Discuss project key questions, activities & deliverables Review suggested project schedule Discuss outstanding questions, limitations and considerations Agree to work plan and next steps

13 © New Sector Alliance, Inc Immediate Next Steps (Time for next meeting, etc.)        

14 © New Sector Alliance, Inc Work Plan Approval – Client (Student team lead to return signed copy to New Sector within one week of date signed.) I approve of this Work Plan as presented on Month/Day/Year. Name ____________________________________________________ Title _____________________________________________________ Organization ______________________________________________ Signature _________________________________________________ Date______________________________________________________