咨询服务协议范本 英文版

更新时间:2023-05-05 21:36:19 阅读: 评论:0

1. *** (hereafter called Contractor) agrees to provide the following products and rvices to the Iceberg *** (hereafter called Client):
A. Information gathering: Contractor will review the following information compiled by Client:
1). information on attendance at past events
2). samples of past promotional pieces and any recent press coverage
3). samples of past membership flyers
4). financial information from the past three or four years
Contractor will also inquire into the availability of any recent market studies on the *** area done by the city government or other groups working on the ***'s economic development.
Contractor will also confer by phone with the part-time coordinator and two or three Client board members to get their view of the issues facing Client.
B. Member survey: Contractor will design a one-page membership survey. Client will be responsible for duplicating the survey, nding it out to the membership and tallying the respons.
C. Contractor will design a "community leader interview" format. Client's board members will call on community leaders and conduct interviews. Contractor will summarize the finding and merge them with the survey respons, giving Client a written report on how it is perceived by members and community, and what people think it should be doing.
D. Contractor will travel to Iceberg for a one-day stay to meet for half a day with Client's board to discuss:
1). the survey findings, Client's audiences or "publics", Client's "position" in the community, the "messages" that Client wants to communicate to people, past promotional efforts and possible changes to make in the future.
2). the management training needs of Client's staff, board and committee chairs. Contra
ctor will prent a format to u in writing job descriptions and teach Client how to u it. The group will also develop an organizational chart for Client, identifying the various committees, board officers, committee chairs and others with particular management responsibilities.
3). Client's fundraising needs and opportunities. Contractor will explore how much Client wants to rai, and what Client is willing to do to rai it, including Client's membership program, grant opportunities and the possibility of more individual fundraising.
E. Before leaving, Contractor will give some "homework" assignments to Client. They would likely include preparation of some job descriptions and a clear annual fundraising goal.
F. Contractor will write:
1) a regular promotional schedule bad on the goals identified at the meeting above
2) a review of Client's job descriptions with suggested revisions
3) recommended management training opportunities
4) if feasible, an annual calendar of management tasks
5) recommendations for raising more contributions
This work will be completed no later than December 31, 1999, and will be conducted by Contractors' agent, Edmund E. Expert.

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