Toolbox

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

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

• Kanban Board on Trello

You can find the templates in the Google Docs Template Gallery and the Google Slides Template Gallery. You can then create new file(s) from the templates. Alternatively, you can find all the relevant template documents sorted by phase in this Google Drive folder. 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 on Google Drive

• Email templates for CorrelAidX

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

  • English

  • German

• Sales Workshop with Andrew: Recording

Scoping & Call for Applications

• Ethics Questionnaire and Companion Document

• Templates in Google Drive

  • 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

  • form builder etc (requires login): https://kobo.correlaid.org/#/forms/acsManbGEreNqC5NDDBMmy/landing

  • link to share: https://ee.correlaid.org/single/8ZibAmdq

Scoping & Call for Applications

Team selection

• Instructions to generate the HTML report: https://github.com/CorrelAid/project-coordination-tools

• Confirming team members template

• Confirming team lead template

Team selection

Onboarding

• Welcome message Slack template

• Templates on Google Drive

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

Onboarding

Project follow up

• Templates on Google Drive

  • Template for Public Project Summary (for the website)

  • Template for summary slides

  • Template Certificate of Participation (optional)

Follow-up