This baseline guides the Assessment Phase and helps us understand your organisation, as well as your processes and staff activities that make it work. If any thing is unclear, please chat with us. The questionnaire is in-depth - it should take 10 to 20 mins to complete if you already have a clear project. Be as accurate as you can and consult your colleagues - put the time in now. It will save you time, and cost you less in the long run. If needed, you can "Save and Resume" the form, to continue with the questionnaire later. A copy of your completed form can be emailed after you submit it.

Please note, this questionnaire is the intellectual property of Connect Solutions. Copying or sharing it with others outside your organisation is strictly prohibited.

Well done! You've reached the end of the baseline questionnaire.

Completing this document is the first of seven steps before we begin building your system:

Step 1 – Baseline Information: Done! Thank you for filling this out with your team.

Step 2 – Review Meeting (up to 4 hours): Connect Solutions will schedule a meeting to discuss the answers you supplied, and to gain further understanding of your operations and Salesforce needs.  It’s helpful to have your team members to hand to explain where necessary.

Step 3 – Draft of Process Flow: Connect Solutions will map your current practices, showing options on how technology could be used to improve or ease workflow. 

Step 4 – You review draft and give feedback: Your team reviews the draft with your team (we expect this to generate good conversations with your team) and sends us feedback for refining the Process Flow.

Step 5 – Finalising Assessment: Connect Solutions finalises the Assessment Phase and will send you

• the finalised Process Flow 
• the associated Development Plan (including cost estimate for build phase) 
• a Statement of Work (SOW) for the build phase
• Invoice sent for the Assessment phase

Step 6 – Indicate which components you are ready to proceed with: You can choose to break the Salesforce project into separate development stages (e.g. year 1 = M&E, year 2 = Fundraising, etc). Before we begin the Build Phase, you will submit a signed SOW for the Build Phase and indicate the components you are ready to proceed with.

Step 7 – Build Phase begins: With the signed SOW in hand, our team will begin development. Your dedicated consultant will liaise directly with you during this Phase.