1. Pick up Grade Sheet and Packet on the front table. Fill out Grade Sheet and return to front table ASAP Find your name and sit in the general sections listed below: WINDOW DOOR FRONT OF ROOM Victor Baez Marisa Palmer Matthew Lamar Jeffrey Cleland Carolyn Da Cunha Iti Maloney Caroline Roth Sawyer Cresap Joshua Kerwood Pasang Lhamo Whitney Marin Juliette Crellin Ly Ho Lydia Feinberg Miguel Cabunoc Dennis Bitetti Stephanie Cruz Mackenzie Salmon Emily Ballard Duane Ford Brittany Howard Dayna Lashin Cheyanne Murdock Mary Panella John Prudente Victor Sanchez-Lloveras Kathryn Wetterer Christopher Whitehead Jonathan Tighe Dimitri Skambas Abigail Zambrana Kerlyne Gai Michelle Bowen Yan Mei Jiang Jenece Reyes Edward Hamm Genesis Machado Liu Zhen Huang James Maher Zuleika Rivera David Kimelman Shaki Kar Elise Steiner Chantelle Mendonsa Taylor Palmer Leah Nussbaum Victoria Savage Jessica Pupkin

2. Introduction to PAF 315 Course Goals – Work in the “real world” of consulting Apply skills for research and policy analysis Class Model – Researchers in Consulting Firm Creates a Report for a Client Instructor as CEO, TA’s as your Supervisors on the Report - will report progress to Coplin

3. Introduction Follow Along in the PACKET Syllabus Sample Agenda/Work Log Agenda/Work Log Guidelines Sample Contract Blank Contract (Tear off for notes in meeting with your client)

4. Agenda/Work Log A tool to help you organize your project-related tasks Plan out all the pieces of your project and assign yourself deadlines You fill out: Item/Task –should be at least 6 in proper order Shade Cells each week as tasks are completed. Projected completion date for each task Time expected to spend ONLY FILL OUT “DATE DONE” and “ACTUAL TIME” once the item has been completed. Work log – Indicate the activities you worked on this week Complete the agenda/work log weekly and bring a printed copy to class.

5. Agenda / Work Log (Week 1) Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Deadline Date Done Time Planned Actual Time Client Contact2 4-Sep28-Aug23 Agenda/Contact Log/Contract1 4-Sep 1 3 copies of hypothtical executive summary and electronic version 2 2-Oct 2 Phone Survey 44444 10-Oct 20 Rough Draft 5555 16-Oct 20 Rough draft- Revisions 55 30-Oct 10 Make 3 copies of project report 16-Nov 1 Update Agenda/Work Log0.1 6-Nov 1.10.1 TOTAL HOURS 563 WEEKLY WORK LOG CALL LOG Date of ActivityHours SpentActivity Description This WeekTotal 28-Aug3Met with Client # of dials 3-Sep0.1Update agenda # of callers reached # of responses received Total responses required Total Hours3.1 Problems EncounteredNone

6. Agenda / Work Log (Week 5) Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Deadline Date Done Time Planned Actual Time Client Contact2 4-Sep28-Aug23 Agenda/Contact Log/Contract1 4-Sep1-Sep11 3 copies of hypothtical executive summary and electronic version 2 2-Oct1-Oct22 Phone Survey 44444 10-Oct 20 Rough Draft 5555 16-Oct 207 Rough draft- Revisions 55 30-Oct 10 Make 3 copies of project report 16-Nov 1 Update Agenda/Work Log0.1 6-Nov 1.10.6 TOTAL HOURS 5633 WEEKLY WORK LOG CALL LOG Date of ActivityHours SpentActivity Description This WeekTotal 26-Sep0.1Emailed Client to update her on project # of dials100400 28-Sep3Worked on Rough Draft # of callers reached75275 29-Sep10Phone Survey - See Call Log # of responses received2575 30-Sep0.1Update Agenda Total responses required150 Total Hours13.2 Problems EncounteredToo many callers are declining to answer the survey questions

7. Agenda / Work Log (Week 11) Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Deadline Date Done Time Planned Actual Time Client Contact2 4-Sep28-Aug23 Agenda/Contact Log/Contract1 4-Sep1-Sep11 3 copies of hypothtical executive summary and electronic version 2 2-Oct1-Oct22 Phone Survey 44444 10-Oct 2035 Rough Draft 5555 16-Oct 20 Rough draft- Revisions 55 30-Oct 1020 Make 3 copies of project report 16-Nov 11 Update Agenda/Work Log0.1 6-Nov 1.1 TOTAL HOURS 5682 WEEKLY WORK LOG CALL LOG Date of ActivityHours SpentActivity Description This WeekTotal 3-Nov3Revised Report # of dials0500 5-Nov0.1Update Agenda # of callers reached0375 6-Nov1Printed 3 copies of the Final Report # of responses received0175 Total responses required150 Total Hours4.1 Problems Encountered

8. Contract The contract lists what you will deliver and what your client will supply. Use the form provided and download the contract template in a word document from the website. Send it to your client after your meeting today (via email is acceptable). Bring an agreed-upon hard copy of the contract from your email and hand it in next class. Your client just needs to indicate in the email exchange that he or she approves the contract.

9. Sample Contract

10. Meeting the Clients Today Carefully read the project description but don’t assume it is the final word. After introducing yourself and practicing Dale Carnegie, ask the client if there are any revisions on the project submitted. Inform the client that you hope to have a draft contract that will be completed through email and an appointment to visit the agency.

11. What to Ask the Clients? Ideas about what to ask: Have them clarify something about their project based on what you read on the info form Ask if you will be working in their office or from home Determine how you will communicate. Email is best and get their cell phone number if they will give it to you. Give them your cell number.

12. Negotiating the Contract Make sure you know how you will get the data Set deadlines for things like survey design or mailing lists Ask if the client would like you to present the findings to a group Set a timeline to get the contract finalized through email.

13. First Meeting Danger Signals Client thinks you are an intern and have to spend time at the office other than for access to data that is not allowed to be removed from the office. Client is vague about data and deadlines Survey not in draft form already Client says they discussed it with Coplin and are not clear (if so, get him immediately)

14. Professionalism Your TA and Coplin will be walking around and judging your Professionalism on the following categories: Taking Responsibility including time management Communicating Verbally Working with people Asking and Answering the Right Questions Solving Problems

15. A completed Agenda/Work Log and Contract are due from each student next class.

16. 315 Website http://classes.maxwell.syr.edu/paf315/ Access to: Syllabus Grade Sheets- ALWAYS print and attach to assignments Lectures Formatting Guide Contact Information Sample Assignments Report Standards Various “How To” FAQ’s Contract Agenda and Work Log Hit the Job Writing Applications

17. Supervisor You are assigned a Supervisor to work with; do not work with the other Supervisors unless directed to do so and do not see Coplin unless directed or given permission to do so. Hand Work Log to Your Supervisor at the beginning of each class For 315 related help, only contact your Supervisor via email or in person. Any other form of communication (i.e. texting, calling, Facebook) for 315 related help will result in a loss of points.

18. Weekly Emails After every class, your Supervisor will send out an email reviewing what was discussed in class and what is due for the next class. There will be surveys that students are required to take (via survey monkey). They will take less than a minute to complete and will be used in class to help re-enforce survey concepts.

19. Something to Note… Students who have web surveys or light/easy projects will be assigned to help students with heavy projects involving research and phone calls Students who have heavy, more difficult projects can receive up to 3 points added to their Report grade sheet

20. Reminders Due next class Contract – Copy of email with contract and client approval Agenda/Work Log – Template and directions on website