├── &Partners_Framework for Choosing Project Partners.pdf
└── README.md


/&Partners_Framework for Choosing Project Partners.pdf:
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https://raw.githubusercontent.com/coforma/intake-framework/HEAD/&Partners_Framework for Choosing Project Partners.pdf


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/README.md:
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  1 | Coforma's new project intake framework
  2 | In an effort to standardize the work we do, we developed a framework that tells us whether we are engaging with high-quality partners and projects. The framework not only fosters transparency, but also ensures that we do not stray from our goals, vision, and mission.
  3 | 
  4 | _Note: Updates pending_
  5 | 
  6 | ## Step 1: Intake framework
  7 | ### Section 1: Business information
  8 | 
  9 | - Business name: 
 10 | - Date of inquiry:
 11 | - Description: 
 12 | - Services required: 
 13 | - Estimated start date: 
 14 | - Engagement length: 
 15 | - Contact name: 
 16 | - Contact email address: 
 17 | - Contact phone number:
 18 | - Website: 
 19 | - Notes or background: 
 20 | 
 21 | ### Section 2: Deal breakers / Mitigation
 22 | Is the client involved with any of the following organizations? [Respond for each (Yes / No / Unsure / Comment)]
 23 | 
 24 | - Police forces 
 25 | - Weapons manufacturers 
 26 | - Disinformation organizations 
 27 | - Extremist organizations 
 28 | - Anyone on [SPLC’s list](https://www.splcenter.org/fighting-hate/extremist-files/groups)
 29 | - Civil, social and human rights violations / practices
 30 |   - If their negative impact is indirect... Does our project improve their practices?
 31 | 
 32 | - Environmental shit like plastic
 33 |   - If their negative impact is indirect… Does our project improve their practices?
 34 |   
 35 | ### Section 3: Mission orientation
 36 | Does the potential partner consider human-centered design as part of their technology goals/needs? 
 37 | - [Yes / No / Unsure / Comment]
 38 | 
 39 | What population is served by the design or brand?
 40 | - Answer: 
 41 | 
 42 | Is the design inclusive? 
 43 | - [Yes / No / Unsure / Comment]
 44 | 
 45 | Can we add value to make it more inclusive?
 46 | - [Yes / No / Comment]
 47 | 
 48 | Do we have any control over the final delivery? What are the risks?
 49 | - [Yes / No / Comment]
 50 | 
 51 | ### Section 4: Partnership alignment
 52 | Requires a total of 28 points out of 39 points for a successful intake 
 53 | 
 54 | - Organization type [Check one]
 55 |   - State (2)
 56 |   - Local (3)
 57 |   - Federal? (1)
 58 |   - Non-Profit? (3)
 59 |   - Foundation? (3)
 60 |   - Private? (2)
 61 |   
 62 | - Values (X/8) [Check all that apply]
 63 |   - Mission oriented? (3)
 64 |   - Socially impactful? (2)
 65 |   - Environmentally impactful? (2)
 66 |   - Innovative (1) 
 67 | 
 68 | - Capabilities (X/11) [Check all that apply]
 69 |   - Client believes Coforma fills an expertise gap? (3)
 70 |   - Client wants to invest in building an internal team? (3)
 71 |   - Client has a dedicated team to work with us? (3)
 72 |   - Client is able to provide access to all stakeholders? (2)
 73 | 
 74 | - Working Style (X/12) [Check all that apply]
 75 |   - Flexible with deliverables, trusting? (3)
 76 |   - Collaborative? (3)
 77 |   - Client is comfortable with remote work? (3)
 78 |   - Client requires minimal travel? (Does not include travel for research) (3)
 79 | 
 80 | - Communication (X/5) [Check all that apply]
 81 |   - Transparent? (3)
 82 |   - Consistent? (2)
 83 | 
 84 | #### Alignment score: X/39
 85 | 
 86 | ### Section 5: Project information
 87 | Can we meet this timeline?
 88 | - [Yes / No / Comment]
 89 | 
 90 | Do we have access to resources to complete this project?
 91 | - [Yes / No / Comment]
 92 | 
 93 | Does the project have likelihood to grow/change drastically?
 94 | (Scope creep = bad // Additional projects = good.)
 95 | - [Yes / No / Comment]
 96 | 
 97 | 
 98 | ## Step 2: Review and approval
 99 | #### [100% of directors and up]
100 | 
101 | Does the team agree the client is a good match?
102 | - [Yes, No]
103 | 
104 | Are there any reasons we would say no, even if it passes the intake framework? (e.g., previous bad experience with people on the team.)
105 | 


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