80103: Referrals Process Update - NRT

Project Name: Referrals Process Update

Budget: $117,370

Funder: New Relationship Trust

Start Date: 1 August 2024

End Date: 31 March 2025

Objectives:

Strategic Plan Impact Statement:

Outputs/Milestones:

•     Document review of current Malahat referrals polices and procedures
•     Two-day in-person process mapping workshop
•     One-on-one virtual interviews
•     Document development- policies, forms. templates and flowchart
•     Policy and procedures review meetings
•     Final edits and design to policies and procedures handbook
•     Virtual presentation of final policies and procedures
•     Crown/Proponent Booklet copywriting - two (2) drafts
•     Crown/Proponent Booklet design
•     Copywriting member engagement communications (Fact sheet)- two (2) drafts
•     Member Fact Sheet design
•     Bi-weekly check-ins with the project team;
•     Progress updates by email to the project team as requested; and
•     Scope, schedule, and budget management.

Reporting Requirements:
Date:

Type:

Project Chart
Malahat PM:

Consultant PC:
stefan.moores@believecopartners.com

Engagement Strat.: