Client Intake Prep

As a quick update to DDW, we’ve chosen groups and projects. Our team of three people is working with a client (not sure if I should mention their name yet) on a potential website renovation project. I have been in charge of corresponding with our client’s point of contact. It has already been a good bit of work just to set up the client intake meeting, but practicing my logistics and communications skills has been a rewarding experience. At this meeting, we will document the organization’s goals and highlights for the project. As a team, we will need to prepare for the meeting by identifying a notetaker and estimating an appropriate timebox for the meeting. It seems both parties are excited to get started!


Consider the readings and discussions we’ve done this week about non-profits. How does what we’ve discussed seem to apply to the client you’re working with? Do they face some of the challenges we’ve talked about? Do they embody some of the strengths? What excites you most about working with this client given what you’re learning? What are you most worried about?

I haven’t had too much contact with the client as a whole, only one of its representatives, so it’s somewhat early in the game to draw definite conclusions. I do have some impressions, however.

First, my contact definitely exhibits a good deal informality. It helped me to warm up to the idea of meeting with them and helping in a long-term project. I would still describe our communications as professional, if not a little scattered at times. I have emailed them as well as talked on the phone, and most communications contain extraneous details from their end. This is one prior cause of concern, as I don’t have a lot of experience in gracefully and quickly refocusing people (people who I am not close with, at least) who are straying from relevance. Another concern is that there is talk of some disagreeing visions or overwhelming personalities among the clientele, but this is not specific to this organization or non-profits – all businesses experience this.

To address common non-profit challenges, it was mentioned that the website has not been renovated yet and that staff have not been sufficiently trained in its use because these services are not free. It must be challenging to weigh the cost of something like this with the reward it may bring. If you don’t know the web industry as well, it could be even harder to find a reliable team of web designers and implementers.

In terms of strength, I gather they have a good base of volunteers, and they seem passionate about their work. This is a great boon for them and our team as we work towards goals these people are determined to achieve. They are still receiving new members and have even gotten a new conductor recently, so they do not seem stagnant or clique-oriented.

In conclusion, I am hopeful towards this project and organization. I believe I can lean into the project with the likelihood that it will be a mutually beneficial and healthy experience for both parties.

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