New Client Questionnaire¶

This is a work-in-progress so that I can arrive at a standard set of questions for new clients.

Questions:

All projects¶

• Do you have a preferred way to exchange sensitive information such as passwords and database exports? (Encrypted email, Dropbox, LastPass, etc.)
• What platform is your current website built on? (WordPress, Drupal etc.)
• Does your website currently get backed up? How, and how regularly?
• What is your current website host? And what kind of account/plan do you have?

CMS-specific¶

• Who are the daily administrators of your website? Give names and titles if just a few, or number and description if more.
• What are the main daily tasks that these administrators do with the website?
• Are there other people who administer the website sometimes?
• What do these people do when they administer the website?
• What are the most mission-critical workflows for which you use your website?
• Does your website interact with any external software/devices?

CiviCRM-specific¶

• How many contacts are in your database currently? How many donations/contributions?
• Do you currently do mass mailing? How many pieces of email do you send in a month?
• Do you take online contributions? Who is your payment processor? Do you have recurring contributions set up?
• Who are the daily users of your database? Give names and titles if just a few, or number and description if more.
• What are the main daily tasks that these users do with the database?
• Are there other people who use the database sometimes?
• What do these people do when they use the database?
• What are the most mission-critical workflows for which you use your database? (For example: producing labels for annual mailing; weekly donations reports broken down by chapter.) Feel free to copy from previous questions.
• Aside from the legacy database, are there other data sources that you use? (Spreadsheets, online mailing list, etc.) Please list them.
• Does your legacy database use any third party plug-ins, or interact with any external software/devices?
• Do you have full administrative access to the database – are you able to export every bit of data if you want to, and see the details of how fields are configured?