© 2014 Alumni Consulting Team Stanford Alumni Consulting Team ACT Screening Process for Clients Updated 4/17/14

Stanford Graduate School of Business © 2014 Alumni Consulting Team ACT Project Screening Objectives Primary objectives: Effective project screening is critical to the success of the project with an emphasis on 4 key elements (FATI): 1. Focus: Project clearly scoped with defined deliverables 2. Alignment: ED, Board Chair, and Chair of Strategic Planning fully in support 3. Time: Timing must fit situation and client must commit resources to support 4. Implementation: Client must have resources to implement recommendations

Stanford Graduate School of Business © 2014 Alumni Consulting Team ACT Screening Process (For Clients) Client submits interest form Telephone call with ACT screeners to determine preliminary mutual fit If yes, client submits application ACT screeners interview w Board Chair & ED Outline scope / objectives Assess feasibility/fit Confirm alignment/ time commitment If yes, begin project scoping Scope project objectives, deliverables, and likely activities/ skill sets Explore capacity of client to staff Determine fast track v full team ACT weighs all submissions and determines which move forward ACT prepares posting for volunteer recruitment Review with client for approval Go/no go depending on recruitment, ACT’s ability to staff ACT project leader comes on board Sounding board meeting with project leader, screener and client Project leaders refine scope, objectives, and outline workplan with client 6. Project kickoff ACT project leader and team begin work with client on project Workplan sign off by client ED and Bd Chair 1. Interest form review 4. Project Posting & Recruitment 2. Application Review 5. Briefing & Sounding Board 3. Scoping & Prioritizing