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  • Project manual
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    • The Ethics Questionnaire and its Companion Document
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On this page
  • Tools
  • General project coordination / project management
  • Phases
  • Project acquisition
  • Scoping & Call for Applications
  • Team selection
  • Onboarding
  • Project follow up

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  1. Project manual

Toolbox

Here, you can find all templates and tools that we provide to you as project coordinators / project team members.

PreviousCorrelAid Data4Good projectsNextThe Ethics Questionnaire and its Companion Document

Last updated 7 months ago

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I (Leo) know that there are pain points especially with regards to project acquisition (what NPOs are out there? What do I tell them to get them excited on ?). I am working on both finding a technical solution (GDPR compliant, ...) and developing standardized material that you can use to reach out.

Tools

General project coordination / project management

You can find the templates in the and the . You can then create new file(s) from the templates. Alternatively, you can find all the relevant template documents sorted by phase in this . You can then create a copy of the file you need (File --> make a copy)

Phases

Project acquisition

  • Project decks and CorrelAidX project acquisition slide deck

  • list of projects with linked resources such as podcast episodes, YouTube videos, repositories etc.

  • Sales Workshop with Andrew:

Scoping & Call for Applications

    • template_scoping: template for calls with NPO representatives with question collection

    • template_projektausschreibung_ : templates for call for applications in German

    • template_call_for_applications_ : templates for call for applications in English

  • KoboToolbox form

Team selection

Onboarding

    • Data protection and security declaration / Verpflichtungserklärung zum Datenschutz und zur Datensicherheit

Project follow up

    • Template for Public Project Summary (for the website)

    • Template for summary slides

    • Template Certificate of Participation (optional)

form builder etc (requires login):

link to share:

Instructions to generate the HTML report:

Kanban Board on Trello
Google Docs Template Gallery
Google Slides Template Gallery
Google Drive folder
on Google Drive
Email templates for CorrelAidX
English
German
Recording
Ethics Questionnaire and Companion Document
Templates in Google Drive
https://kobo.correlaid.org/#/forms/acsManbGEreNqC5NDDBMmy/landing
https://ee.correlaid.org/single/8ZibAmdq
Scoping & Call for Applications
https://github.com/CorrelAid/project-coordination-tools
Team selection
Templates on Google Drive
Onboarding
Templates on Google Drive
Follow-up
Confirming team members template
Confirming team lead template
Welcome message Slack template