Project Screening

ACT Screening Process

Step 1: Interest Form Review

• Client submits interest form
• Call with ACT screener(s) to determine preliminary mutual fit
• If yes, ACT sends client link to online application

Step 2: Application Review

• ACT screener(s) conduct interview with board chair and executive director
• Outline scope and objectives
• Assess feasibility and fit
• Confirm alignment/time commitment
• If yes, begin project scoping

Step 3: Scoping & Prioritizing

• Scope project objectives, deliverables, and likely activities/skill sets
• Explore capacity of client to staff project
• Determine fast track versus full team
• ACT weighs all submissions and determines which move forward

Step 4: Project Posting & Recruitment

• ACT prepares posting for volunteer recruitment
• Review with client for approval
• Go/no go depending on recruitment, ACT’s ability to staff

Step 5: Briefing & Sounding Board

• ACT project leader comes on board (for full team engagements)
• Sounding board meeting with volunteers, screener(s), and client
• Project leaders or fast track consultants refine scope, objectives, and outline workplan with client

Step 6: Project Kickoff

• Workplan sign-off by client executive director and board chair
• ACT team begins work with client on project