Consulting Request Form
This form is to be filled out by the Relationship Manager on behalf of a camp requesting Consulting Services. This tool will help our team assess capacity to see who the right team member is for your project. Any sensitive and/or confidential information should be discussed directly among the relationship manager and camp consultant. Please contact Ari Polsky (apolsky@hgf.org) if you have any questions.
Camp Name Search
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Name of Client (Who you are working with at the camp)
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Contact Name. This form will NOT be sent to them.
Client's Email address (this form will NOT be sent to them)
example@example.com
Are you this camp's Relationship Manager?
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Yes
No
Your Email Address
You will get an email confirmation of everything you enter here upon project approval.
Your name (if not RM)
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Please Select
Tara Acker
Natasha Dresner
Mark Gold
Laurie Herrick
Dan Kirsch
Dalia Krusner
Kevin Martone
Michael Miloff
Jill Paul
Ari Polsky
Herschel Singer
Project Name/Topic
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CaseSafe Account Id
Total Unique Campers
Total Camper Weeks
Total Expense
Total Revenue
Billing State/Province
Billing City
Camp Movement
Type
Relationship Manager
Tell us more about the problem the camp is trying to address:
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This is a
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Consulting Project
Coaching Project
This coaching is
Executive Director / Director Coaching
Development Director Coaching
Lay Leader Coaching
Other
This coaching is
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a renewal
first-time coaching
What number coaching renewal is this? (1st, 2nd, 3rd, etc)
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Please select the PRIMARY content areas this project may include
Please Select
Governance
Strategic Planning
Development (fundraising)
Endowment & Legacy Building
Leadership Transitions (Directors, Board Chairs, and associated coaching/onboarding)
Camping Business Services (enrollment, marketing/communications, surveys, etc)
Data Analysis & Visualization
Financial Modeling & Analysis
Alumni (Engagement, Creation of Network, etc)
Board Retreat Design
Please select the PRIMARY content areas this project may include
*
Governance
Strategic Planning
Development (fundraising)
Endowment & Legacy Building
Leadership Transitions (Directors, Board Chairs, and associated coaching/onboarding)
Camping Business Services (enrollment, marketing/communications, surveys, etc)
Data Analysis & Visualization
Financial Modeling & Analysis
Executive Coaching
Lay Leadership Coaching
Development Coaching (Fundraising)
Other Coaching
Alumni (Engagement, Creation of Network, etc)
Board Retreat Design
Other
Please select any ADDITIONAL content areas this project may include
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Governance
Strategic Planning
Development (fundraising)
Endowment & Legacy Building
Leadership Transitions (Directors, Board Chairs, and associated coaching/onboarding)
Camping Business Services (enrollment, marketing/communications, surveys, etc)
Data Analysis & Visualization
Financial Modeling & Analysis
Alumni (Engagement, Creation of Network, etc)
Board Retreat Design
Other
Which of the following is the camp seeking in this consulting project?
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Assessment
Planning
Implementation
Other
Project Start Date (approx)
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-
Month
-
Day
Year
Date
Project Completion (goal)
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-
Month
-
Day
Year
Date
How many hours a month are you devoting to this project?
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We are aiming to better track total hours for consulting projects. This number is calculated based on the start and completion date that you provided. Does this look right?
DOUBLE CHECK: Do you confirm that the estimated hours for this project looks correct?
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Please Select
Yes
No (please go back and adjust)
Summary of Deliverables provided to clients (summary of coaching calls, governance plan, data dashboard, board retreat presentation, etc)
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Suggested project assignment:
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Please Select
No Preference
Tara Acker
Natasha Dresner
Mark Gold
Laurie Herrick
Dan Kirsch
Dalia Krusner
Kevin Martone
Michael Miloff
Jill Paul
Ari Polsky
Herschel Singer
Collaboration (write in box below)
Other comments that might be helpful in assigning this project?
Today's Date
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Month
-
Day
Year
Date
Current Project Status (use this only for updates once it has begun).
Please Select
In Progress
Nearing Completion
Completed
Paused
Should the camp get an evaluation
Please Select
Yes
No
Submit
Should be Empty: