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AAAS Center for Advancing Science & Engineering Capacity

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)



  

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