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Coforma's new project intake framework In an effort to standardize the work we do, we developed a framework that tells us whether we are engaging with high-quality partners and projects. The framework not only fosters transparency, but also ensures that we do not stray from our goals, vision, and mission.

Note: Updates pending

Step 1: Intake framework

Section 1: Business information

  • Business name:
  • Date of inquiry:
  • Description:
  • Services required:
  • Estimated start date:
  • Engagement length:
  • Contact name:
  • Contact email address:
  • Contact phone number:
  • Website:
  • Notes or background:

Section 2: Deal breakers / Mitigation

Is the client involved with any of the following organizations? [Respond for each (Yes / No / Unsure / Comment)]

  • Police forces

  • Weapons manufacturers

  • Disinformation organizations

  • Extremist organizations

  • Anyone on SPLC’s list

  • Civil, social and human rights violations / practices

    • If their negative impact is indirect... Does our project improve their practices?
  • Environmental shit like plastic

    • If their negative impact is indirect… Does our project improve their practices?

Section 3: Mission orientation

Does the potential partner consider human-centered design as part of their technology goals/needs?

  • [Yes / No / Unsure / Comment]

What population is served by the design or brand?

  • Answer:

Is the design inclusive?

  • [Yes / No / Unsure / Comment]

Can we add value to make it more inclusive?

  • [Yes / No / Comment]

Do we have any control over the final delivery? What are the risks?

  • [Yes / No / Comment]

Section 4: Partnership alignment

Requires a total of 28 points out of 39 points for a successful intake

  • Organization type [Check one]

    • State (2)
    • Local (3)
    • Federal? (1)
    • Non-Profit? (3)
    • Foundation? (3)
    • Private? (2)
  • Values (X/8) [Check all that apply]

    • Mission oriented? (3)
    • Socially impactful? (2)
    • Environmentally impactful? (2)
    • Innovative (1)
  • Capabilities (X/11) [Check all that apply]

    • Client believes Coforma fills an expertise gap? (3)
    • Client wants to invest in building an internal team? (3)
    • Client has a dedicated team to work with us? (3)
    • Client is able to provide access to all stakeholders? (2)
  • Working Style (X/12) [Check all that apply]

    • Flexible with deliverables, trusting? (3)
    • Collaborative? (3)
    • Client is comfortable with remote work? (3)
    • Client requires minimal travel? (Does not include travel for research) (3)
  • Communication (X/5) [Check all that apply]

    • Transparent? (3)
    • Consistent? (2)

Alignment score: X/39

Section 5: Project information

Can we meet this timeline?

  • [Yes / No / Comment]

Do we have access to resources to complete this project?

  • [Yes / No / Comment]

Does the project have likelihood to grow/change drastically? (Scope creep = bad // Additional projects = good.)

  • [Yes / No / Comment]

Step 2: Review and approval

[100% of directors and up]

Does the team agree the client is a good match?

  • [Yes, No]

Are there any reasons we would say no, even if it passes the intake framework? (e.g., previous bad experience with people on the team.)

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Public repository for Coforma's project intake framework

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