Organizing Project -Needs Assessment Name your #1 priority (what is the first task you want to tackle?)Date MM slash DD slash YYYY Name First Last PhoneEmail During the on-site visit, we will duscuss and list the challenges that keep you from focusing and completing this project in order for us to develop an efficient and practical action plan.Type of Assigment*Home ProjectHome Office ProjectOffice ProjectWarehouse ProjectSchool ProjectInventory ProjectOther Provide an idea of the full scope of work you want to accomplish:Provide a time frame:*Specific dates: Flexible timing (between ___________ and ______________)Why did you decide to complete the project now?* work related dateline Personal transition Family change New stage in my life Special occasion Home or office downsizing Moving (packing and/or unpacking) Kids left Renovation Upcoming life event Preparation for long trip Garage sale coordination Other List three main challenges that keep you from completing this projectDoes clutter bothers you?* Yes No Sometimes Do you usually have a specific place for specific items such as keys, calendars, wallet/purse?* Yes No Third Choice How do you usually keep track of your daily activities such as doctor's appointiments, birthdates, and special activities? Write a note to myself Keep it in my calendar Keep it in my mind Ask someone else to remind me Other Based on your own assessment of the project, which of the following tasks would you need? (mark all that apply)* Cataloging documents / financials Boxing documents / financials Sorting and Classifying Scanning Developing data and management system Shredding Shelving Storage system build-out Calendar and mailing system Provide plan of action and maintenance Other Any questions you may have ragarding this initial assessment before we do our phone intake ?Please provide two possible days and time-frame for our home/office visit assessment and to determine a plan of action for your project.*How did you hear about Global Family 7 Home Care?*word of mouthAngies ListCraigslistInternational Nanny AssociationCommunity PortalGoogleDirect MailOtherSignature Δ
