Formatting Issues

Use standard margins and 12-point type. Project Planning

Every project has a planning phase. This is usually marked with meetings and strategy sessions. It may involve setting up advisory committees or getting expert advice from consultants. What is adequate documentation? For meetings, keep minutes. These can either be on tape or written. For strategy sessions, there should be a recorder and a report of results. For advisory committee meetings, keep minutes and sign-in sheets. If you have a consultant, have the consultant create a report for you. There are planning grants. If you have a planning grant, you will need to share all this information with the funder. Project planning can include documents such as:

• Minutes of meetings (in writing or on tape).

• Reports of strategy sessions.

• Advisory committee membership records.

• Charts and graphs from planning sessions.

• Reports of decisions about project set-up, implementation and management.

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