Client Intake

Please use this space to share your partnership vision with the Equity Institute. We want to learn about your organizational aims and how we can support them.

Filling out this form will help us serve you in the most authentic way we can.

Please email any questions to admin@equityinstitute.email

For any other concerns and if you wish to reach out via zoom, please don’t hesitate to schedule a meeting at your convenience using this link.

Name

First Name

Last Name

Organization

Website

http://

Phone

(###)

###

####

Project Components

What type of project is this?

Please describe the project in one sentence. e.g. Professional Learning; Family Engagement; Consultation; Campaign.

Goals

What are the top three goals for this project? What are the expected short-term and long-term outcomes?

Needs

Who's the audience for this project? What organizational or client needs will be addressed through this project? E.g. internal team, a board of directors, clients, or customers

Readiness

How would you rate your organization’s level of engagement for this project? Please consider staff willingness, wellbeing, and work load.

Capacity

• What resources will your organization dedicate to project completion? • What are the constraints within this project?

Budget

What is the budget for this project?

Timeframe/Monitoring

• What is the timeline for this project? • How do we monitor progress?

Organizational History

Have any major events impacted your organization in the past three to five years?

Client Intake

Partner with us!

Equity Institute