Client Task - Work Flowchart

To indicate the flow of a"typical"AAAS Capacity Center project, the following table summarizes the sequence of activities, outcomes, and products over the 5-8 month life of a project. The timing and content of activities will depend on the needs of the client, specified at the outset in an agreed-upon statement of work.

Month (est.)		Activity		Outcome / Product
0-1		Prospective client inquiry		• Phone conversation • E-mail Center • FAQs, etc.
0-2		Client invitation to visit (1 day, expenses only)		Client completes Request Form Center sends documents
1-3		Initial Client Visit Summary		Team assesses needs Center drafts SOW
2-4		Send SOW		Center negotiates tasks, outcomes, timetable, fees
3-4		Consultation begins		Center team works (1-2 days) on-site (consultant invoice) Initial Client Task Report (invoice client for fee + expenses)
4-6		Send/Discuss Initial Client Task Report		Recommended Next Steps – includes implementation
4-7		Additional tasks		Final Client Report by mail (in-person day optional), including lessons learned and toolkit (plus Center dissemination plan, client permitting) (consultant invoice)
5-8		Client feedback		Client Evaluation Form – including new client referral (invoice client for fees + expenses)