Community or Online Learning Strategy Project Proposal

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Please use this form if you are a new client inquiring about a Community or Online Learning Strategy Project.

If we are a good fit for working together, you will hear from me within 2-3 days regarding booking a discovery call to discuss and scope your project.

Please do your best to fill out this form as completely as possible to prevent lots of back and forth over email—I know it can be a pain to fill out information, but I will generally not book a discovery call with you unless I have a general understanding of the project and whether or not it is in my wheelhouse.

Additionally, I ask that if you do not have a clear picture of your community strategy deliverables—i.e., what you are looking to get as a final product out of working together, that you instead look into working with me in 1:1 coaching. I take on a very limited number of done-for-you strategic projects and since they can be time consuming to scope, I prioritize working with organizations who have a clear picture of the challenges of their projects and what they are looking to get from working with a consultant.

Lastly, please note that I do not work on fractional community management, ongoing moderation services, or technical implementation.

Thank you, and I look forward to hearing more about your project!

Your full name (first & last) *

Your email *

Please double check your response is correct; I will use this to contact you about booking.

Website *

Please include the website of the organization for whom you are looking into coaching for.

Your role or title *

Which of the following most closely matches the project you are looking to scope with me? *

Comprehensive community strategy project: I would like you to deliver a full community strategy for me or my team

Comprehensive online learning project: I would like you to deliver a full online learning strategy for me or my team

Part of a strategy: I would like you to deliver a sub-strategy (i.e., focus on engagement, community audit, etc)

Other:

Please describe as clearly as possible the overall project you are working on, the challenges you are facing, and the deliverables you are looking to get out of our work together. *

Please provide as much detail here as possible, especially on deliverables, so that we can avoid lots of back and forth over email! Thank you.

What is the timeline for your project? i.e., when would you like to start, when would you like the work complete by, and are there any external deadlines or dependencies I should know about? *

What is your projected budget for working on this project? *

I promise I won't "backward scope" your rate into what you note here—but getting a sense of your overall budget constraints for working with a consultant can help me understand whether the amount of work you're looking for is a fit for my services.

Anything else you think I need to know? *

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