© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. How to use the Scoping Roadmap Guide for HP Advisors

© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 2 Why Scope? “All businesses have problems. What separates the successful ones from those that fail is the ability of their leaders to accurately identify those problems – and then fix them.” Kevin Kelly NYC Department of Small Business Services

© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 3 The Scoping Conversation Diagnose the need Identify potential solutions Select and scope a solution 45 minutes During the scoping conversation, you will walk your partner through the Scoping Roadmap, which breaks the conversation into 3 phases: Scoping Roadmap The Scoping Roadmap is available on the MicroMentor platform.

© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 4 Diagnose the Need Diagnose the need Identify potential solutions Select and scope a solution Work with your entrepreneur partner to refine the challenges identified in their Mentoring Request into a succinct need statement. best practices Think about the root causes of the challenges you identify Continually ask “why?” Avoid conventional wisdom NONPROFITENTREPRENEUR EXAMPLES: “I need a better pricing strategy for my products.” “We need to make our donor relationship management platform more effective”

© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 5 Identify Potential Solutions Diagnose the need Identify potential solutions Select and scope a solution Brainstorm a list of relevant projects that address the identified challenge, and then prioritize the projects that are most relevant and feasible. best practices Avoid excluding any ideas during the brainstorm New ideas are welcome – they may lead to unexpected solutions NONPROFITENTREPRENEUR EXAMPLES: Conduct market research Build cost model to determine prices Conduct customer interviews about pricing Conduct market research Build cost model to determine prices Conduct customer interviews about pricing Identify requirements for new CRM database Conduct staff training on existing CRM database Customize existing database Identify requirements for new CRM database Conduct staff training on existing CRM database Customize existing database

© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 6 Select and Scope a Solution Diagnose the need Identify potential solutions Select and scope a solution best practices List what’s out of scope Identify needed expertise When selecting a project, consider urgency vs. priorities NONPROFITENTREPRENEUR EXAMPLES: Project: Build cost model to determine prices Need expert in building financial models, projecting revenue, and business planning Project: Build cost model to determine prices Need expert in building financial models, projecting revenue, and business planning Project: Identify requirements for new database Need expert in CRM, identifying IT requirements, and database migration Project: Identify requirements for new database Need expert in CRM, identifying IT requirements, and database migration Choose one solution. Determine what the result of the project/initiative will be, outline core activities, and determine the skill sets needed in a mentoring relationship.

© Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 7 Next Steps Complete Scoping Roadmap End to entrepreneur partner Upload to HP Sharepoint site [link]link Questions about the process? Questions about the platform?