Blueprint- taprootTaproot技术文档Sample Service Grant Blueprint

Taproot Foundation 2007Page 1 of 56Visual ID Scope; Tasks; Client Team; Decision-Making Plan; Communications Plan and Log of Risks, Issues and Changes. After the client and the Taproot Foundation have approved the Project Plan, subsequent changes need to go through an approval process. Requirements (Creative) BriefOutlines the recommended creative direction and goals for the new visual identity. It is the primary yardstick against which the proposed visual identity is judged. Taproot Foundation 2007Page 5 of 56Visual ID official document is online) Instructions for Clients and Account Directors: At or shortly after the Site Visit, the Account Director and the client should each log in with their respective accounts to the Taproot Foundation intranet (/intranet/) to sign the online Service Grant Award, which is a contract between the client and the Taproot Foundation. The document below is a sample for your reference. The Taproot Foundation is pleased to award _ (“Client”) a Visual Identity Any change in the mission, leadership or Day-to-Day Contact person of Client; An adverse change in the financial condition of Client; Harassment of or other unprofessional conduct towards Taproot Foundation volunteers by Client; Failure of Client to provide necessary resources or support for the project in a timely manner; or Actions or omissions by Client that the Taproot Foundation, in its discretion, considers detrimental to Client, the project or the Taproot Foundation. Client Obligations and Rights Internal Support and Resource Availability Client has reviewed the materials supplied to it by the Taproot Foundation with the Letter of Intent to provide a Service Grant. Client understands, as described in those materials, the general process of the Service Grant, has created a team to work with the Taproot Foundation volunteers (“Client Team”) and the members of the Client Team understand the expectations of them. The majority of the Taproot Foundation volunteers are working professionals. Although in-person meetings will be kept to a reasonable minimum, in-person and conference call team meetings will need to be Taproot Foundation 2007Page 8 of 56Visual ID Timeline; Client Team; Decision-Making Plan; Task Delegation; Communications Plan; Log of Risks and Issues and Changes. Once finalized, this document will be distributed to all team members. Present Findings and Project Plan: The Account Director will review and approve the Findings and Project Plan before they are presented to the client. If there are no major changes required to the Project Plan, the client should sign these documents to signal formal approval. It is important for the client to fully understand what signing these documents means; all future work of the Service Grant Team will be driven by these documents and later changes may cause problems. Delays caused by the client will likely result in corresponding change to the Scope in order to maintain the overall timeline. The finalized Project Plan should be forwarded to the Taproot Foundation and both client and Service Grant team members should bring it to all subsequent meetings. Prepare and Present the Requirements Brief Based on the Finding Presentation, the Brand Strategist or Marketing Manager will formulate the Requirements (Creative) Brief, and after it is approved by the Account Director, email it to the client. This document provides a road map for the designer(s). This document should be presented, via a conference call, to the client. If possible the Designer(s) should be included on the call to hear directly the clients feedback on the brief. The Requirements Brief is the primary tool used by the designers to understand the needs of the visual identity, and is the yardstick against which the designs are judged. The Requirements Brief should be brought to all subsequent meetings. Stage 3: Draft Direction Internal Presentation of Visual Design Options After creating several visual identity options, the designer(s) will present his or her work to the Taproot Foundation Service Grant Team. Optimally the team will be able to review more than 10 design options. After reviewing these, the team will select 4-5 to present to the client. Present Draft Direction Options The Account Director will review and approve this first round of creative (Draft Directions) before they are presented to the client both to ensure quality and consistency with the Requirements Brief. The clients review of the Draft Directions should follow the agreed upon process outlines in the Decision-Making Process, and should not focus on the personal aesthetic preferences of the client. Possible Additional Round of Draft Directions of Visual Identity If the first round of Draft Directions of the visual identity does not provide a result that meets with client approval, the Account Director may choose to direct the team to produce another round of Draft Directions. The Service Grant Team may not create more than these two rounds without the prior approval of the Taproot Foundation staff. Present Extension of Visual Identity to Business Papers The Designer(s) will create 2-3 options of ways for the new visual identity to be applied to business papers such as letterhead and business cards. In almost every case, the client will choose one of these for approval. At the end of the Draft Direction stage, the client should sign formal approval of the selected Draft Direction. Stage 4: Delivery Key Presentation: Final Deliverables The final deliverables include the visual identity and extensions of those to business papers. The deliverables are provided in a computer file format acceptable to the client (e.g. Illustrator). Additional deliverables include the Print Specifications which provides printing directions to a printer, and Creative Guidelines which provide rules on how to use the visual identity marks. The client should formally acknowledge approval and acceptance of these final deliverables. Stage 5: Evaluation discuss roles, communications, assumptions, expectations Ensure Grantee and Taproot Foundation Service Grant teams buy-in Discuss and agree on Preliminary Project Plan 2 Discovery Monitor and handle risks, issues and proposed changes Executing and Controlling Project Management Institute Phase Grantee receives Letter of Intent (LOI) Packet PRELIMINARY TIMELINE * An editable Excel version of this spreadsheet is available for Taproot volunteers to download from our intranet. Taproot Foundation 2007Page 15 of 56 Visual ID Management and Board of Directors biographies; Case studies; Fact sheets; History of the organization; Summary of services; and Mission, vision and values statements BrochuresAny and all brochures, pamphlets and direct mail solicitation materials. If its printed and has your current logo, the team will want to see it. NewslettersPrint or electronic newsletters Visual IdentifyBusiness cards, envelopes, stationery with your organizations brand Selected Pages from Website Pages from your website that you like or dislike (Please mark each page as like/dislike) Other ContentAny additional content (in any form) that you would like the team to consider ImagesAny photos or illustrations that you would like to consider or take as a starting point for a new visual identity Peer OrganizationsList of 3-4 organizations against whom you compete for clients or funding. 3-4 additional similar, partner or peer organizations Other Organizations Brochure Examples Examples of: At least 2 pieces that you really like At least 2 pieces that you dont like (Please mark each as like/dont like) Other Organizations Website Examples Printed examples of pages from: At least 2 sites that you really like At least 2 sites that you dont like LogoDigital copies of your logo and any other branding elements Style GuideAny documentation on rules re: use of the logo, fonts, colors, etc. Strategic Plan, Marketing Plan, Fundraising Plan, Logic Model, Evaluations To the extent that you feel comfortable, please provide any existing strategic plan, marketing/fundraising/outreach plans or goals, logic models, and evaluations that you have conducted Background on sectorArticles or materials that describe the problem your organization addresses, approaches taken to address it Timeline; Client Team; Decision-Making Plan; Communications Plan; Task Delegation and Log of Risks, Issues and Changes) and Requirements Brief have been accepted by the Taproot Foundation, the Account Director has the latitude to make changes that result in less than 4 weeks cumulative change. Changes beyond this size need to be discussed with, and approved by, Taproot Foundation staff. Taproot Foundation 2007 Page 19 of 56 Visual ID we do not expect to go backwards to revise already approved documents, and after a document has been approved, all subsequent deliverables are based on it. After each of these documents has been approved and submitted to the Taproot Foundation staff, subsequent changes need to follow the protocol described here. It is important for the client team members to understand what it will take to make changes to each of these key documents after they have been approved. Minor Changes have less than 2 weeks impact on the approved Timeline, do not involve any changes to the deliverables outlined in the approved Scope. Project Managers are authorized to make changes that have this cumulative impact, and should make the Account Director aware of the change and the rational behind it. Medium Changes have less than 4 week cumulative impact on the approved Timeline, involve only nuanced changes to the approved Scope. Account Directors have the authority to make these changes and should make sure that Taproot Foundation staff receives a copy of the Project Plan Change Process. Larger Changes in isolated or cumulative impact should be approved in advance by the Taproot Foundation staff. Changes include any forward looking changes including anticipated delays due to client or team unavailability. Often client-initiated delays in one part of the Project Plan will require reducing project Scope in subsequent stages in order to maintain the overall Timeline. For changes made at the initiation of the Service Grant Team, the Account Director should be highly involved to ensure that there is client acceptance. This document should be filled out by the clients Day-to-Day Contact, the team member requesting the change, or by the Project Manager. Request Process Client: Project Type: Change Request by: Date of Request: Approver Name/Role:Date of Approval: Request Justification and Impact Description of Change Requested: Reason for Change: Proposed Approach: Impact on Deliverables and Schedule: Taproot Foundation 2007 Page 23 of 56 Visual ID Processes Explained; Preliminary Timeline; Preliminary Scope; Preliminary Service Grant Team; Preliminary Client Team; Preliminary Decision-Making Process; Suggested Delegation of Task Responsibilities; Log of Risks, Issues and Changes; Change Request Form; Preliminary Questions for Discovery; Requirements Brief Template; Evaluations sheets. Particular attention to key Approval moments, roles of Client Team members and Account Director. Materials Needed from Client (15 minutes) Taproot Foundation Account Director Overall question: Has the client taken steps needed to prepare for project launch? Review and gather: Exceptions, Client Materials Delivery and Client Team Communications Plan (15 minutes) Taproot Foundation Program Overall question: Is the client prepared to communicate effectively with Service Grant Team? Review and begin to fill out Communications Plan Pay particular attention to communication challenges. Review Goals, Review Service Grant and Ensure Ready for Signature (10 minutes) Taproot Foundation Account Director Overall goal: Sign the Service Grant Award Review goals for this meeting all met? Review Service Grant Award: all understood. Any changes? Sign Service Grant Award Next Steps and Conclude Meeting (20 minutes) Taproot Foundation Program Explain next steps: staff team, Internal Kickoff Prep Meeting, Kickoff Meeting. Other action items? Review Goals, general questions and answers, +/ s of this meeting Taproot Foundation 2007 Page 26 of 56 Visual ID the Project Manager should run most of it. Date: Time: XX:XX XX-XX (2.0 hours) Location: Address of meeting location Contact: Name, Project Manager, cell number Materials Required at Meeting Service Grant Blueprint Materials the Account Director picked up at the Site Visit and then provided to each volunteer Preliminary or Signed Service Grant Award Preparation Required Prior to Meeting Review: Service Grant Blueprint Materials the Account Director picked up at the Site Visit and then provided to each volunteer Client website Come to the meeting ready to discuss these materials. Come ready to actively participate in discussions: see many areas for discussion on this agenda. Meeting Agenda Review and approve agenda (3 minutes) Project Manager Review Agenda Review ground rules. (Why is each person here what is your role? What is our process for this meeting? What interpersonal issues are there? Assign a timekeeper?) Review any other expectations for the meeting Goals of this Meeting (5 minutes) Project Manager 1.Project Manager has enough information about each volunteer to be able to shape the project experience to make it positive for everyone, and everyone has met. 2.Create a Communications Plan that addresses both practical (e.g. times, dates of meetings), and interpersonal issues (e.g. expectations, open communications). 3.Each member of the team understands, (i) who the client is, (ii) why they have a need for this Service Grant, and (iii) has specific questions on this topic he/she would like to pose to the client to gain clarity. 4.Each member of the team understands, (i) Preliminary Scope, Timeline, processes, key deliverables, (ii) tasks assignments expected of them. 5.Set date for Kickoff Meeting. 6.Establish way to create/edit/approve materials for presentation at Kickoff Meeting. Introductions (20 minutes) Project Manager Taproot Foundation 2007 Page 27 of 56 Visual ID Project Manager support 0-6Schedule Internal Kickoff Prep MeetingProject Manager 0-7Refine Internal Kickoff Prep Meeting agendaAccount Director 0-8Internal Kickoff Prep MeetingMany; see Agenda 0-9First pass at Delegation of Task Responsibilities (this document) Project Manager 0-10Schedule Kickoff MeetingAccount Director 0-11Refine Kickoff Meeting Agenda; send to team and client in advance Project Manager 0-12Client signs Service Grant AwardAccount Director 0: Preparing for Launch 1-1Kickoff MeetingMany; see Agenda 1-2Capture client feedback on preliminary Project PlanProject Manager 1-3Capture client information that can inform discovery process, including competitors and internal interview subjects; dates for interviews. Brand Strategist 1-4 1: Kickoff 2-1Refine Interview QuestionsBrand Strategist 2-2Create list of interview targetsBrand Strategist 2-3Conduct discovery interviewsEveryone led by Brand Strategist 2-4Conduct visual audit of competitorsBrand Strategist and Marketing Manager; sometimes Designer 2-5Conduct other research as required for DiscoveryBrand Strategist and Marketing Manager 2-6Analysis of discovery findingsBrand Strategist and Marketing Manager 2-7Write FindingsBrand Strategist and Marketing Manager 2-8 2: Discovery send to team and client in advanceProject Manager 2-12Present Findings and Project PlanBrand Strategist with support primarily from Mrkt Manager; Project Manager 2-13Capture feedback on Findings; write up during meeting; confirm with the client during meeting Marketing Manager 2-14Ensure client understanding and Approval of Project Plan; send approved documents to Taproot Foundation Project Manager most cases; support from Account Director as needed 2-15Create Requirements (Creative) BriefBrand Strategist and Marketing Manager 2-16Review Requirements (Creative) Brief for quality controlAccount Director 2-17Confirm meeting or conference call to present Requirements Brief Project Manager 2-18Present Requirements BriefBrand Strategist and Marketing Manager 2-19Ensure client understanding and Approval of Requirements Brief; send approved documents to Taproot Foundation Project Manager 3-1Create 8-10 options for a visual designGraphic Designer(s) 3-2Review design options and decide if 4-5 are ready to be presented to the client; ensure that designs comport with Requirements Brief Taproot Foundation Service Grant Team; Brand Strategist 3-3Review 4-5 options for quality controlAccount Director 3-4Present Draft Directions Designer(s) and/or Brand Strategists; ensure that presenters can explain link between Requirements Brief and the Draft Directions 3-5Capture client feedback on Draft Directions Day-to-Day Client Contact and Marketing Manager to write written notes and read for confirmation at end of meeting. 3-6Decide if additional round of Draft Direction is required; decide if internal review is required before next client presentation Project Manager and Account Director 3-7(If necessary) review 2nd round proposed Draft Directions (likely online/conference call) to decide if 3-4 are ready for client presentation; ensure that designs comport with Requirements Brief Taproot Foundation Service Grant Team; Brand Strategist 3-8Review 3-4 options for quality controlAccount Director 3-9Present 2nd round Draft Directions Designer(s) and/or Brand Strategists; ensure that presenters can explain link between Requirements Brief and the Draft Directions 3-10Work to ensure the client happily accepts one of the