Pre-Launch Member Steps Step 1. Take the onboarding survey (est. ~20 min) Onboarding Survey Onboarding Survey 2 This survey will provide us with the information needed to get you onboarded. As you complete this application, please answer how you would want your information to be seen in a member directory or other public sources. Buckle up… this application is not long, but it is not short either. Expect to spend about 15-20 minutes on this. Personal Information Name * First Name Last Name Email * Phone * (###) ### #### LinkedIn http:// LinkedIn Headshot * 1. Go to your LI profile 2. Right click on your headshot 3. Select "copy image address" 4. Paste it here http:// Business Information Business Name * Business Website http:// Business Mailing Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Education Undergraduate Education Please match the example's formatting Graduate Education Please match the example's formatting Non-Degree Education Certifications * None CPA CFA PMP MA (Municipal Advisor) Certified Minority-Owned Business Certified Women-Owned Business Certified Disadvantaged Business Enterprise Other If "Other", please add: Experience Past Experience * Answer in the third person, past tense, ideally less than 100 words Current Experience * Answer in the third person, present tense, ideally less than 100 words Professional Focus Industry Focus * What industries do you serve? Any/Industry Agnostic Economic Development Organizations State & Local Government Not-for-Profit Energy & Utilities Public Affairs or Political Private Sector Other If "Other", please add: Service Focus * What services do you offer? General Strategy Operational Strategy Process Improvement Organizational Strategy Human Capital/Human Resources Communications Marketing/Branding Business Development/Sales Financial Analysis Accounting Assurance Internal Audit Executive Search Executive Coaching Board Advisory Fractional/Outsourced CFO Fractional/Outsourced/Interim COO Campaign/Political Strategy Fundraising/Development Site Selection and Incentives Economic Development Utility Rate Studies Other If "Other", please add: Geographic Focus * Any/All Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington Washington D.C. West Virginia Wisconsin Wyoming The Fun Stuff Birthday Completely optional. If you are comfortable with everything but the year, just use the current year. MM DD YYYY Life Outside of Work (Family, Hobbies, Quirks, etc.) * Answer in third person, ideally less than 100 words Fun Fact Optional, but it would be great to have. We would use it for various get-to-know-you materials. Answer in the third person. Thank you! Step 2. Schedule a time to get connected and acclimated Schedule 60 minutes Step 3. Explore the Member Directory and make connections Member Directory Save your time for its highest and best use Project Delivery Research Request Research Request Name * First Name Last Name Context * Provide as much context as possible, including the research objective, any attachments that are helpful to reference, what you hope to achieve with this research, etc. Thank you! Deliverable Quality Review Deliverable Quality Review Name * First Name Last Name Context * What is the purpose of the deliverable? Who is the audience? When do you need this completed by? Etc. Thank you! Deliverable Polishing Deliverable Polishing Name * First Name Last Name Context * What is the purpose of the deliverable? Who is the audience? When do you need this completed by? Etc. Thank you! Marketing Case Study Request Case Study Request Name * First Name Last Name Context * Attach (as a PDF) a final project report or any document that provides context into the following three items: 1. Client Need 2. Action/Solution 3. Results Thank you! Visual Content Creation Request Visual Content Creation Request Name * First Name Last Name Context * Thank you! Written Content Creation Request Written Content Creation Request Name * First Name Last Name Context * Thank you! Contract Templates Independent Contractor Agr. Non-Disclosure Agreement Consulting Agreement Miscellanious General Admin Support Administrative Support Name * First Name Last Name Email Context * Please explain what you need help with. Provide as much context as possible. Thank you! General Consulting Support General Consulting Support Name * First Name Last Name Email Context * Thank you! IT Support IT Support Name * First Name Last Name Email Context * Please explain what you need help with. Provide as much context as possible. Thank you! More to come as we develop. In the meantime… Help us help you General Help Request Name * First Name Last Name So how can we help? * "I've got an idea!", "I have an opportunity", "I'm looking for this type of consultant", etc. Thank you!
