📖
Tech Fleet User Guide
  • 🌿START HERE
    • 🔢Get Started
      • 1️⃣What is Tech Fleet?
      • 2️⃣Tech Fleet FAQ
      • 3️⃣Start With the Community Collective Agreement
      • 4️⃣First Steps in the Tech Fleet Community
      • 5️⃣How to Get Discord Roles in Tech Fleet
      • 6️⃣How to Become an Apprentice on Projects
      • 7️⃣How to Become a Co-Lead on Projects
      • 8️⃣How to Register for Masterclasses
  • 😃About us
    • 🤟About Our Org
      • 👋Hello World
      • 💗Mission and Values
      • 🤝We Live by the Collective Agreement
      • 🌎Diversity, Equity, and Inclusion in Action
  • 📰TRAINING OPENINGS
    • 📡Current and Upcoming Program Openings
      • 📜Project Openings
        • 🏃‍♀️Projects to Apply To Now
        • 🧙‍♀️Upcoming Projects
        • 🔥Live Project Phases in Tech Fleet
        • 🙈See It All In One Place
      • 🎓Masterclass Openings
    • ℹ️Application Forms
  • 🚀Join The Community
    • How to Join Tech Fleet Discord
    • 🛠️Onboarding to Tech Fleet
      • 😍Book a Community Onboarding Call
      • 📧Join our Mailing List
      • 📹Onboarding Videos
      • 🖥️Information Website
      • ✨Community Happenings
  • ⚙️RESOURCES
    • 🛠️Quick Links
      • 🤖Join Tech Fleet Discord
      • 🎨Figma Community Templates from Tech Fleet
      • 📅Tech Fleet Web Calendar
      • 📰Tech Fleet's Project Repository on Notion
      • 📧Join our Mailing List!
      • 🧭Tech Fleet's Roadmap
      • 🔗Common Links
      • 🚩Tools Used in Tech Fleet Programs
    • 🏫Community Tutorials
      • 🌠Portfolio Case Study Guide
      • The Great Tech Fleet Discord Migration Video Tutorials
        • ❔Discord FAQ
        • 🌐Discord Basics
        • ✍️Sign Up Process for Tech Fleet Discord
        • 🐎Common Channels in Tech Fleet Discord
        • 🔐Security Protocol in Tech Fleet Discord
        • 🧵Basic Chatting Abilities in Discord
        • 🤝Get a Tech Fleet Buddy
        • 🗓️Managing Events in Tech Fleet Discord
        • 🆘Get Technical Support in Tech Fleet Discord
        • ‼️Using Roles for Alerts, Notifications, and Channel Access
        • 🦮Getting Career Guidance in Tech Fleet Discord
        • 💼Getting on Projects in Tech Fleet Discord
          • 👀Observers in Tech Fleet Discord
          • 🌿Apprentices In Tech Fleet Discord
          • 🪜Co-Leads in Tech Fleet Discord
          • 🫂Mentors in Tech Fleet Discord
        • 🎓Masterclasses in Tech Fleet Discord
      • 🅰️Community Glossary
      • 🎨Join the Tech Fleet Figma Educational Space
      • 🤓How to Get Technical Support
    • 🏗️Project Team Tutorials
      • 🪄Product Milestone Workbook
        • 🎖️Milestone Basics
        • 👟MVP Milestones
        • 🎯MMP Milestones
        • ✅Milestone Checklist
      • ⌛Project Kickoff Workbook
  • 🏃‍♀️Agile Portal
    • 🤝Agile Training in Tech Fleet
    • 🛹Agile Handbook
      • Start the Agile Handbook Here
        • 👓Contents of the Agile Handbook
        • 🌎What You Read About Agile May Be Different From What You See in the World
        • 🎬Agile Manifesto Trailer
        • 🔑Introduction to the Agile Handbook
        • 🤖Can AI Replace Agile Teams?
      • 🧘‍♀️Agile Philosophies
        • 🌊Waterfall Ways of Work
        • 📜Agile Ways of Work
        • 🚂Applying Agile Philosophies to Work
        • 🎢Building MVP's and MMP's with Agile
      • 🤝Agile Teamwork
        • 💪Making Strong Agile Teams
          • 🌿Prioritizing Growth Over Skills
          • 🌻The Four Stages of Team Growth
          • 🚀Self-Actualized Agile Teams
            • 🏗️Building Agile Mindsets
            • Psychological Safety
            • Service Leadership
            • Self-Organization
            • Continuous Improvement
            • Iterative Value Delivery
        • 🫂Day-to-Day on an Agile Team
          • 👩‍🏭Cross-Functional Agile Teamwork
          • 🪜Leadership on Agile Teams
          • 😎Daily Life on Agile Teams
          • ♥️Resolving Team Conflict as Service Leaders
          • 📑The Process for Resolving Conflicts
          • ❌Collective Agreement Violations
      • 🧑‍🔬Agile Methods
        • 🏃‍♀️Scrum Method
          • 🤔What is Scrum?
          • 🧖Scrum Team Functions
          • 🗓️Scrum Meetings
          • ✍️Common Agile Deliverables
        • 🙉Other Agile Methods
      • 🪐Agile-Related Outputs and Deliverables
        • ⏲️Timeline for Agile Outputs
        • 🙌Team Outputs for Agile
          • Agile Team Outputs Before Projects Begin
            • 🏇Client Kickoff
            • 👁️Agile Team's Vision
            • 👩‍🏫Agile Team Process
            • 🍱Backlogs and Kanban Boards
            • 🦾RACI Charts
            • 🤗Working Agreements
            • 📈Project Phase Roadmaps
          • Agile Team Outputs During Projects
            • 🧑‍💼Sprint Planning Items
            • 👩‍💻Sprint Demo Presentations
            • 🦸‍♀️Sprint Retro Boards
            • 📏Agile Team Maturity Measurement
            • 🏁Project Hand-Off Document
        • 🚧Agile Product Development Deliverables
          • 👟Achieving Milestones on Agile Teams
          • 🔬Research Test Plans
          • ⁉️Agile Product Requirements
            • 🧐Where's the PRD (Product Requirements Document)?
            • 🧠Documenting Problems, Needs, and Goals
            • ⁉️Mapping Product Assumptions
            • 🔢Prioritizing Problems and Future Work
            • 😎Release-Level Vision
            • 🤠Release-Level Scope
            • 📯Product Release Roadmaps
            • 🏭Epics, Features, and Work Tasks
            • ✌️User Story Statements
            • ✅Acceptance Criteria
            • 🔷Behavior-Driven Development Scenarios
            • 🤔Use Case Scenarios and Task Flows
        • 🖥️Deliverables Dashboard
      • 📑Agile Glossary
    • ✨Service Leadership Handbook
  • 🌳PROJECT PORTAL
    • 🌱Learn About Project Training
      • ℹ️Tech Fleet Projects are Training, Not Volunteer Work or Employment
      • 🧑‍🤝‍🧑Our Approach to Learning
      • 🌎Team Structure on Tech Fleet Projects
      • ⛓️Commitment vs. Job Function vs. People on Teams
      • 🎢Team Functions
        • 🪐Product Strategy Function
        • ⌛Project Management Function
        • 🌏User Experience Functions
          • 🎨UX Design Function
          • 🤓UX Research Function
          • ✍️UX Writing Function
        • 🤖Development Function
        • 👩‍🔬Solutions Architecture Function
      • 🤝UX Research Ethics
    • 📃Applying to Tech Fleet Project Training
      • 😎How Tech Fleet Project Applications Work
      • 🔢Steps to Apply to Project Training
      • ✔️Application Requirements
      • 🤠Project Timelines and Application Process
      • ⁉️Project Application Questions
        • ❔Tech Fleet General Application Questions
        • ❔Tech Fleet Project Phase Application Questions
      • 🤔Updating the General Application
      • 🌠Application Tips
      • 🗞️See the Latest Project Openings
    • 🔍Interview Guide for Tech Fleet Project Team Building
      • 👀Key Traits We Look For in Team Mates
      • 🪜Co-Lead Interview Guide for Project Coordinators
      • 🪴Apprentice Interview Guide for Co-Leads
      • 📨Email Templates for Communicating to Applicants
  • 🎓MASTERCLASS-PORTAL
    • 🗞️Masterclass Openings
  • 👀OBSERVER PORTAL
    • 😎Observer Dashboard
    • 🙈Life as an Observer
    • 🕵️‍♀️Observer Handbook
      • 🎢Read the Agile Handbook First
      • 🙈What's a Tech Fleet Observer?
      • ❤️The Benefits of Observing
      • ❓Observer Frequently Asked Questions (FAQ)
      • 🚶‍♀️Daily Expectations of Tech Fleet Observers
        • 👩‍🎓Read the Handbooks before Observing
        • 🐐Join Tech Fleet Discord Before Observing
        • Observer Role in Discord
        • 👈Pick Projects to Observe
        • Seeing Project Deliverables as an Observer
        • 👀Day-to-Day as an Observer
        • 🤔Reflecting on Observations in Tech Fleet Discord
        • 🫂Get Support as an Observer
        • ⚒️Using Tools as an Observer
          • 🎨Tech Fleet Figma Educational Account for Observers
        • 🙌Knowing When you're Ready to Finish Observing
      • ❤️Code of Conduct for Observers
      • 🏁Start Observing Today
  • 🪴APPRENTICE PORTAL
    • 🖥️Project Dashboard for Apprentices
    • 🧑‍🚀Apprentice Handbook
      • 🫴Life as an Apprentice
      • Application Process for Apprentices
      • Becoming an Apprentice
      • Discord for Apprentices
      • 🎨Tech Fleet Figma Educational Account for Apprentices
      • Code of Conduct for Apprentices
      • Upholding Community Values as an Apprentice
      • Communication as an Apprentice
      • Leaving Your Project Early
      • Meetings
      • Working styles
      • Using Tools as an Apprentice
      • Organization for Apprentices
  • 🫶CO-LEAD PORTAL
    • 🖥️Project Dashboard for Co-Leads
    • 🪜Co-Lead Handbook
      • 🔥Life as a Co-Lead
      • Application Process for Co-Leads
      • Discord for Co-Leads
      • Code of Conduct for Leads
      • Lead Role Breakdown
      • Upholding Community Values as a Lead
      • Principles as a Lead
      • Day-to-Day Lead Expectations
      • How to Select Your Apprentices as a Lead
      • Interviewing Apprentices as a Lead
      • Leaving Your Project Early
      • Using Tools as a Lead
      • 🎨Tech Fleet Figma Educational Account for Co-Leads
  • ❤️COMMUNITY CODE OF CONDUCT
    • 💟Code of Conduct and Anti-Harassment Policy
    • 🏠Safe Space
  • 📐Policies
    • 🌏Community Collective Agreement
      • 🤗Community Core Values
        • 🫴Tech Fleet's Mission and Values
        • 🤝Tech Fleet Members' Rights
        • ❤️Tech Fleet Pledge of Purpose
        • 🫂Tech Fleet Pledge of Community
      • ❌Prohibited Activity in Tech Fleet
      • 📣Reporting and Resolving Issues
      • 🙅‍♀️Community Enforcement
      • 🌐Transforming Tension & Conflict
    • 👩‍⚖️Tech Fleet's Policies
      • 💼Legal Disclaimers
      • 🖱️Slack and Discord Policy
      • 👩‍🎓Masterclass Terms and Conditions
      • ⏪Services Refund Policy
      • 📓Tech Fleet Bylaws
      • 👤Tech Fleet Board Member Covenant
      • 👁️‍🗨️Conflict of Interest Policy
      • 🔎Information Security Procedures
  • 🏗️GUILD PORTAL
    • 💻Tech Fleet Operations
      • 🥳Tech Fleet Operations Workbook
      • ⚖️Governance
      • 👩‍⚖️Board of Directors
    • 👣Guild Directory
      • 🎓Growth and Development Guild
      • 🚧Infrastructure Guild
      • 🙏Leadership Guild
      • 🪐Product Team Guild
      • 🕧Project Coordinator Guild
      • 📼Video Production Guild
    • ⚒️Guild Handbook
      • 🐣Creating Change in Tech Fleet
      • Code of Conduct for Guilds
      • Guilds in Tech Fleet
      • Creating a new Guild
      • Operating a Guild
      • Guild Bylaws Template
  • 🫶Project Coordinator Portal
    • ⚙️Project Coordinator Handbook
      • Code of Conduct for Project Coordinators
      • Project Coordinator Process
      • Using Tools as a Project Coordinator
      • Project Intake Process
      • Getting the Team Formed
      • Pre-Kickoff as a Project Coordinator
      • Kickoff as a Project Coordinator
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On this page
  • Initial Contact with the Client
  • Jotform Client Intake Form
  • Work Agreement Draft
  • First Client Call
  • Google Drive Organization
  • Work Agreement & Scope Refinement
  • Project Agreement
  1. Project Coordinator Portal
  2. Project Coordinator Handbook

Project Intake Process

PreviousUsing Tools as a Project CoordinatorNextGetting the Team Formed

Last updated 1 year ago

Initial Contact with the Client

Projects can come to Tech Fleet in various ways; word-of-mouth referrals, internal ideas brought to Morgan, or the Client Intake form from social media (and embedded on the website in the future).

Jotform Client Intake Form

Owner: Morgan Denner Link:

When a new client fills out the form, an email alert is sent, otherwise, they can be found in the account’s inbox. Any updates or changes to the form will need to be made through Morgan’s account.

Work Agreement Draft

Owner: Tech Fleet Google Drive Link (can be found in the Project folder):

With information from the Client Intake form, a first draft of a Work Agreement can be made. It is okay to keep it high-level at this point. Make note of anything you feel is missing and any questions for the first client call.

The template is based on an 8-week pro-bono project. Assuming this is the first phase of the project historically Dev and Content are not included. Adjust all the roles as necessary based on the client and user needs. Replace or remove all highlighted areas.

First Client Call

Facilitated by Morgan Denner or Project Coordinator

After receiving the Jotform an email is sent to the client expressing Tech Fleet’s interest in working with them (or not). Typically the call is arranged using , if not the Project Coordinator should use their own or other methods they are comfortable with. On the call topics will include:

  • Introductions

  • Brief description of Tech Fleet

  • Description of the project

  • Any questions from going over the Intake Form

  • Assess and discuss project needs to build a team

    • Unlaunched project: Project Lead, Research, Design, & Strategy

    • Live or near live: add Dev and UX Writing as needed

  • etc.

Tip: Have the first draft of the Work Agreement open in a different screen so you can update and add notes live.

Google Drive Organization

All of the Project folders live on the Tech Fleet Google Drive. Once you are ready create a folder labeled with the project name. The docs you create will live here. If the project is continuing on to a new phase create a subfolder for the previous phase.

Work Agreement & Scope Refinement

Owner: Project Coordinator Found in Tech Fleet Google Drive Reviewed by Morgan Denner

Following the call, edit the Work Agreement as needed. Once ready, send it to the client for review. If a project is paying a set amount or through equity additional refinement is often needed through several iterations. Best, to set permissions to “Comment” for quick changes.

Project Agreement

Facilitated by Morgan Denner or Project Coordinator

Once the project has been agreed on either verbally or in writing the Project Coordinator can start creating the Job Descriptions and Applications.

**NDA Projects:**For paid projects or projects requiring a non-disclosure agreement (NDA) additional steps will need to be taken. PLEASE NOTE: It is the client’s responsibility to create the NDA, not Tech Fleet or the Project Coordinator. When Tech Fleet needs to remotely sign binding legal documents such as an NDA, there is a Tech Fleet account with:

🫶
⚙️
https://form.jotform.com/221914570068153
https://drive.google.com/drive/folders/1hGmoXos7VWZfdSZkqM5RHD6rfDC7hHFH?usp=sharing
Morgan’s Calendly
https://drive.google.com/drive/folders/1x5sjPC7E-WTTilsso7oYnzR9NbYbMA7h?usp=sharing
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