Forms, guides and templates
All the documents you need for a project.
PROJECT FORMS
Project Application and First Meeting
The following documents are used by charities, to help them write their management consultancy project application.
Guide to Getting Started for Charities
When an application has been accepted, the project is assigned to one of our Regional Project Managers. They will scope the project, agreeing clear objectives, timescales and charity resources to support the project.
First Client Meeting
Guide to preparing for your first client meeting
Journey 2 Excellence (J2E) Self-Assessment
Journey 2 Excellence (J2E) is a self-assessment tool that is completed by charities at the start and send of a project. It helps us measure meaningful outcomes for the charities we work with. It is sent to charities by the relevant project manager.
J2E self-assessment framework pdf
J2E self-assessment framework .xls
Volunteer Time Card
To help us know approximately how many hours of support you have provided to a charity, we ask that all volunteer consultants keep a record of the time they have put in supporting a charity on a project. This provides useful information for our funders and partner organisations.
Download Time Card Record .xls
Volunteer Expenses
From the charity
As a volunteer consultant, you are able to claim basic expenses such as travel expenses directly from the charity you are working with. Charities agree to this when they sign off the project brief at the start of the project, you should confirm this with the client charity at the start of the project.
From Cranfield Trust
In the event that you're doing work directly for Cranfield Trust, expenses should be agreed and claimed using a Cranfield Trust expenses claim form, which you can download below.
Project Manager Contact Details
At the start of a project you will be introduced to your project manager and given their contact details. If you have any project related questions, please contact them directly.
