Progress Report Instructions (2).docx
Progress Report
Instructions: Write a report detailing the progress of your final project following the format and samples provided. Your report should be as detailed and specific as possible, and focus primarily on how you are putting the project together, why you are making these choices, and how they are proceeding as you work on the project.
You should also provide a timeline leading up to, and progressing from, your current work, a brief discussion of how you intend to proceed from here, problems and challenges you anticipate encountering and how you are thinking you will solve them. Note that this report will be ITERATIVE, meaning you will not write subsequent reports from scratch, but will add onto and expand upon previous reports and will compare your actual progress to your earlier anticipated timeline.
Although the specifics will differ from industry to industry and company to company, the typical progress report follows this rough template, with more or less detail in each section depending on the nature of the project.
SAMPLE PROGRESS REPORT [Note: Replace this with your own project title]
TO: Dr. Jacob Friedman DATE:
FROM: [Your name]
SUBJECT: 1st Progress Report for Instructional Guide – [Your Topic Goes Here]
Summary:
Here you will give a brief overview of your current project, including an outline of the assignment’s goals, your chosen topic, which medium you will be adapting the new version to and why, and what your objective is, IE: what a successful project will look like/do upon completion. Note that the objective should not simply be “to get a good grade” (even if that’s the case), but instead should focus on what you envision the utility of your project would be if it were published in a real-world setting. Discuss your intended audience, their level of expertise, your reasons for choosing this medium and how that relates to the audience’s needs, etc.
· This should be written in a semi-formal First Person voice.
· You are encouraged to use bulleted lists to break down specific steps or components.
· You should also discuss your previous project and how it helps or complicates your work on this one.
· Discuss what you have completed.
· Discuss what you are focusing on today.
· Discuss how you are feeling about your progress; is it on schedule? Is it behind? Ahead of schedule? Why is this the case?
· If you have revised or altered the timeline from previous reports, mention it here and explain.
· If the bulleted lists are running too long, you may also use subheaders. IE: PROGRESS / CHALLENGES / AUDIENCE / ETC.
· This should be the equivalent of roughly 3-4 paragraphs. Don’t go into TOO much detail beyond what is needed for context.
Anticipated Work Schedule:
Below, you will provide milestones by date, set from the project’s beginning to end. Typically, formal progress reports will organize this into tables, but for this you may use bulleted lists for simplicity’s sake. Below are sample date ranges, but you may pace out your milestones however you like.
1/27 – 1/31: First milestone. For example: Complete revised draft of Instructional Set. Choose medium.
2/3 – 2/7: Second milestone. For example: Finish scripting for video (or) build basic website template.
2/10 – 2/14: Third milestone. For example: Finish recording for video (or) finished website content.
2/14 – 2/16: Final milestone. For example: Complete video editing (or) upload completed website.
Progress and Appraisal:
This section begins with a brief overview of your current progress up to this point. What work has been completed, what your current goals are, and what the next steps will be following this report. You will also assess your progress, honestly summarizing areas where you met or exceeded your goals as well as areas where you did not quite reach them. For the latter, provide a brief explanation (not as an excuse, but as a self-assessment) and discuss how you will correct for this going forward. You may also break this down into subcategories if necessary.
Be sure to include a brief overview of what each member of your group is contributing.
Conclusions and Recommendations:
Wrap up by giving your final thoughts on the project, your timeline, current progress, etc. Essentially treat this as re-stating key points from the previous sections. You’ll also go over your next anticipated steps, and provide recommendations for how you would like to proceed. If you have any questions or concerns, this would also be the place to discuss them. In subsequent reports, this section will serve as the starting point for your overview/summary. Refer back to this and compare your actual progress to the anticipated progress here.
Progress Report Lesson.pdf
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237
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Online submission of pro gress reports. More and m ore organizations require that
progress reports be composed and submitted online through interactive sites. For
example, the National Science Foundation specifies fo ur kinds of "project reports":
• Annual Reports (a progress report for NSF reviewe rs)
• Interim Reports (a progress report, only as necessa ry, for NSF reviewers)
• Final Reports (a report of results for NSF reviewer s)
• Project Outcomes Reports (a report of results for p ublic access)
Researchers submit their reports by logging in to the research.gov site and answer-
ing a series of questions (see Figure 9-3). The questio ns elicit all the key infor-
mation of a standard progress report: that is, what y ou have accomplished, what
problems you have encountered, what you did or pl an to do to solve these prob-
lems, and what you intend to accomplish during the next reporting period.
Similarly, the US Federal Railroad Administration u ses online quarterly prog-
ress reports to monitor the implementation of a new a utomatic safety system, Pos-
itive Train Control, across all railroads (see Figure 9-4 ). This kind of interactive
online reporting makes it easier to compile consiste nt and reliable information,
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Progress Reports
Quarterly Progress Report - Positive Train Con trol Implementation
1. Summary
Category
Locomotives Fully Equipped and PTC Operable
Installation/Traci< Segmenls Completed
Radio Towers Fully lnslalled and Equipped
Employees Trained
Route Miles In Testing or Revenue Service Demonslrallon
Roule Miles in PTC Operation
Cumulative Quantity Completed lo Date
495 8
102 6,923 106.0 603.0
Total Quantity Required for PTC Implementation
521 12
120 10.985
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Provide a narrative summary of overall PTC implementati on progress during lhe applicable quarter:
t -1 ds operating on the NEC to address
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239
WRD 204 Week 7 Proposals.pptx
Proposals
WRD 204 Week 7
What are Proposals
A Proposal is a persuasive technical document designed to present a project, service, product, or task to a specific audience. It is both the most common form of technical document, but it’s also, in many ways, the most complex.
Proposals have many sub-genres, many of which you are probably familiar with, including:
Advertisements
Grant Requests
Job Offers
Letters of Recommendation
Request Emails
Project Proposals
Each of these have their own specific guidelines and format depending on things like audience, medium, etc. What the all share in common, however, is that they DESCRIBE A SPECIFIC OUTCOME TO AN AUDIENCE IN ORDER TO RECEIVE A FORM OF CONTRIBUTION.
In other words, a proposal is trying to get someone to do something to help complete a project or task. What sets proposals apart from arguments or suggestions, however, is that they contain elements of other technical genres, such as FEASIBILITY REPORTS, TECHNICAL DESCRIPTIONS, PROGRESS REPORTS, and even INSTRUCTION.
In short, a good proposal is the culmination of everything we’ve done in this class.
A proposal is a promise
Unlike other genres we’ve worked with, which either describe something to, or instruct the usage of, an existing object or service, a proposal is all about creating something new. Whether that something is a new invention or product, a new job opening, or a new way to solve an existing problem, all proposals are ultimately about promising your audience something in exchange for their participation.
In order to do this successfully, a proposal must persuasively demonstrate the following:
A problem or gap: In order to offer a solution to a problem you first need to show your reader that such a problem exists and is in need of correction. For SOLICITED or INTERNAL proposals this may not be very difficult. For UNSOLICITED or EXTERNAL proposals, this may be the bulk of your work.
Expertise / Credibility: The authors of a proposal must demonstrate their credentials, skills, and ability to realistically address or solve the problem. Similar to including a resume in a job application, a proposal must convince the reader that they can trust you to get the job done. This also includes showing that you are ethical and trustworthy as well as competent.
Feasibility: All proposals must provide SPECIFIC information on how your project/job/product will solve the problem identified. This could involve everything from detailed budgets and timetables to regular progress reports and updates. This also includes a thorough analysis of what your audience is being asked to contribute (money/time/labor/land/employment/etc.)
What the project can and cannot accomplish: The audience must always understand three things; the end goal of a project, what their contributions will be, and how you will address any challenges or difficulties that may arise in getting there. This may include a discussion of a project’s limitations and how you will work around them, or it may focus on a specific aspect of a problem that your project is able to best solve. Regardless, the reader should always have a clear sense of what they are getting for their contribution.
In the following slides, we’ll examine the most common sections in the average proposal, and discuss what each should include or accomplish.
Problem Summary & Description
The first two sections of a proposal serve to SUMMARIZE the project and to DESCRIBE what it will accomplish and how. It can also be thought of as a PROBLEM STATEMENT, where you outline what the problem is, why it needs to be solved, and how your project will help to do so.
The Summary is a concise version of your project’s overall goals, describing HOW YOUR WORK MEETS THE AUDIENCE’S NEEDS with relation to a specific problem or gap. It should give an overview of the project and its basic details in a way that demonstrates an understanding of the audience’s goals, that what you are proposing can be done, and that your approach is solid and you have the appropriate knowledge and expertise.
The Description illustrates in greater detail what you/your company proposes to do. It should be as specific as possible, and provide information of WHAT the proposal is, WHY you are proposing it, and what you plan to ACCOMPLISH. Shorter proposals will include this as part of the summary, but longer ones will break these details down into several subcategories…
Description
A longer project’s description will be divided into the following subcategories:
Introduction: This goes into detail about the previously mentioned aspects of WHAT, WHY, and HOW. Think of this as an extended summary to introduce the more technical details in the following sections.
Rationale and Significance: This is where you detail the reasoning behind your project and what it will do differently from other, existing projects. In short, your goal is to demonstrate both that you understand the CURRENT STATE OF THE INDUSTRY/COMMUNITY, that your project ADDS ONTO THAT IN A UNIQUE WAY, and that YOU ARE BOTH QUALIFIED AND TRUSTWORTHY to do so. This section should discuss at least some of these topics:
Defining the problem and its causes to show you understand it.
Expand on the background/history of the problem, showing how it got to this point, especially if your project aims to correct or address something in its history.
Explain why your project is necessary and what results can be expected. Emphasize what YOUR project does that others do not and WHY this matters.
Describe the benefits of your project to the client/audience and why it is worth the costs that you will explore in later sections.
Explain why it is both possible to do, and viable as a solution.
Feasibility
This is perhaps the longest, most detailed section of the proposal. In these categories and subcategories, you will break down in detail the costs, steps, timeline, and process of your project as thoroughly as possible. You may need to provide additional research into things like cost/benefit, use of land or labor, financing plans, explanations of what each member/team of the project will contribute, etc. The specifics will depend on the project itself and your audience, but generally this will contain the following categories:
Plan of Work: Describe how you will reach your project’s goal, including what you will do, in what order, and why. You may need to explain or justify your approach if it is out of the ordinary or new. Your goal here is to show the reader that your project is realistic and can be accomplished in the manner you are proposing.
Scope: What the project does and does not do. What will the “end state” look like if successfully implemented? What is your project not able to accomplish and why is this not as important as what it CAN?
Methods: This section may be either the shortest or the longest depending on the project’s complexity. Basically you will discuss here, step by step, how you will accomplish each milestone of the project and in which ways those steps contribute towards the final product. This may include several subcategories, such as RESEARCH METHODS, DATA ANALYSIS METHODS, SAFETY PROCEDURES, and LEGAL PROTECTIONS, just to name a few. You may have all of these, none of these, or entirely different ones depending on your project and its goals.
Task Breakdown: This is where you detail the different steps/milestones/stages of the project, including what you will be doing (and where/how) during each step, how much time it will take, and how each step leads to the next one. This may include a detailed production schedule going from day to day, or a broad one divided into segments. You may need to provide research into similar projects to justify your timetable, depending.
Facilities / Equipment / Personnel: This is only needed if you are asking for such things as part of your audience’s contributions. You may need a section devoted to each of these, some, or all depending. They should discuss what you will be using, how it will contribute to your milestones, why it is the best use of resources for the task, and provide any data or research to support these requests.
Budget: Possibly the most important part, especially if you are asking for money. Detail how much your overall project will cost, how much each task/milestone will use of this budget, and how that money will be spent in as much detail as possible. This may involve itemized lists or receipts, or just a single large invoice. Regardless, it should refer back to the previous sections to show that you have a plan for the money at every step of the project.
Conclusion
This, like the summary, provides a general overview of your project, what it will accomplish, and why you are best suited to perform the work. It should restate, in brief, how your project will accomplish the task and in what timeframe/budget, and how the audience will benefit from the final results.
It should also provide any additional information about next steps or further projects, comparisons to existing or competing solutions, why your audience should want to contribute and how (discussing their motivation and role in the project) and the central argument for your project itself.
This may also include a works cited section, appendix,
or additional information section, depending on need.
Short Writing Exercise:
The following videos are examples of very successful pitches, in the form of Crowdfunding. Crowdfunding is like any other proposal, in that it is arguing for the viability of a project attempting to solve a problem or gap, and asking for help (funding) from a specific audience. Watch the “pitch” video for each.
Video 2: Bring Reading Rainbow Back for Every Child, Everywhere [Note: Skip to 3:15]
I’d like you to watch both videos and then answer the following questions:
How did the authors introduce their projects? Which elements of the summary and description were most relevant?
What was the “problem” or “gap” the project was trying to fix? How did they show their project would best fix it?
How did they build credibility? Why do you think each video took that particular approach?
What elements of feasibility did they go into? Which did they leave out? Do you find the projects feasible just based on the proposals?
Who, specifically, was the intended audience of each video? How do you know?
Compare and contrast the two videos in terms of general methodology and presentation. Which did you find more persuasive? Why?
examplesJTC300 (1).pdf
Feasibility Reports Draft Feasibility-Level Engineering Report. Continued Phased Development of the Columbia Basin Project – Enlargement of the East Low Canal and Initial Development of the East High Area. October 2010 http://www.usbr.gov/pn/programs/eis/odessa/reports/engineeringreport.pdf APPENDIX G: Engineering Feasibility Study for the Proposed Quarry Bottom Filter Bonny Doon Limestone Quarry Boundary Expansion Project Final EIR. County of Santa Cruz – July 2009 [note letter on page 3] http://www.sccoplanning.com/LinkClick.aspx?fileticket=gf4WsU5KL3o%3D&tabid=1617 Johnson Camp Mine Project Feasibility Study. Cochise County, Arizona. Technical Report Pursuant To National Instrument 43-101 of the Canadian Securities Administrators. September 28, 2007 http://www.dphu.org/uploads/attachements/books/books_5637_0.pdf Farm to School Feasibility Study of Boston Public Schools. December 2007. http://baafieldprojects.wikispaces.com/file/view/TheFoodProject_Farm2SchoolReport.pdf Final Report. Technical and Economic Feasibility of Applying Used EV Batteries in Stationary Applications. SAND2002-4084 March 2003. http://www.rmi.org/Content/Files/Technical%20and%20feasible.pdf The Economic Feasibility of Ethanol Production from Sugar in the United States. July 2006. http://www.usda.gov/oce/reports/energy/EthanolSugarFeasibilityReport3.pdf Draft Feasibility Report: Environmental Impact Statement / Environmental Impact Report (Separate Cover): Pine Flat Dam fish and wildlife habitat restoration, Fresno, California (2001). https://archive.org/details/draftfeasibility00usar DRAFT Lower Snake River Juvenile Salmon Migration Feasibility Report/Environmental Impact Statement APPENDIX M Fish and Wildlife Coordination Act Report. December 1999. http://nctc.fws.gov/Pubs1/Eis/salmonmigration_snakeriver_draft99.pdf Report of the technical support mission for the Feasibility assessment and financial projection results for a Social Health Insurance Scheme in Lesotho. Exploring Possible Options. WHO, November 2007. http://www.who.int/health_financing/documents//lso_shi-feasibility_assessment.pdf Drugs & Alcohol PbR Pilot Evaluation. Scoping & Feasibility Report. November 2012. http://www.population-health.manchester.ac.uk/epidemiology/NDEC/newsandevents/news/PbR_Report.pdf Yellow Springs. Hospitality Feasibility Study. The Center for Urban and Public Affairs (CUPA) at Wright State University 2005. Footnotes. http://www.yellowspringsohio.org/wp-content/uploads/2014/05/HospitalityStudy06.pdf Feasibility Report and Environmental Assessment. Marsh Lake Ecosystem Restoration Project. Minnesota River. Big Stone, Lac qui Parle, and Swift Counties, Minnesota. July 2011. US Army Corps of Engineers. http://files.dnr.state.mn.us/input/environmentalreview/marsh_lake/marsh_lake_fr-ea.pdf Final Report for the Feasibility Study of Fishing Tourism in Hong Kong. January 2011.
http://www.cpu.gov.hk/doc/en/research_reports/Fishing%20Tourism.pdf Draft Feasibility Report. Feasibility Analysis of Water Supply For Small Public Water Systems Devilla Mobile Home Park Water System. Pws Id# 0680069 Prepared For: The Texas Commission on Environmental Quality http://www.beg.utexas.edu/files/content/beg/research/TCEQ_ss/DeVillaMHP_DftRpt.pdf Insectivorous Bat Captive Population. Feasibility Workshop. Saint Louis, MO, US 14 – 16 July 2010 Final Report http://www.cbsg.org/content/insectivorous-bat-captive-population-feasibility-workshop-report-2010 Rock Creek Watershed Planning. Final Feasibility Report. http://www.nwk.usace.army.mil/Portals/29/docs/civilworks/brushcreek/RockCreekWatershedStudy.pdf San Francisco-Oakland Bay Bridge West Span: Bicycle/Pedestrian/Maintenance Path: Planning and Feasibility Study http://www.sfbike.org/download/actions/baybridge/bb_vol3_apndxF-H.pdf page G-16-G17 (32ff) references (158 pages, over 8MB) Feasibility Report on Proposed Amtrak Service: Chicago-Rockford-Galena-Dubuque http://miprc.org/Portals/7/pdfs/Chicago-Rockford-Dubuque%20feasibility%20study%2007.pdf The Feasibility of Light Rail Transit for Spokane. March 1985 http://www.wsdot.wa.gov/research/reports/fullreports/066.1.pdf Feasibility Study of Economics and Performance of Solar Photovoltaics at the Crazy Horse Landfill Site in Salinas, California. Technical Report NREL/TP-7A30-57893 March 2013. http://www.nrel.gov/docs/fy13osti/57893.pdf Feasibility Study Report: Kenilworth Park Landfill Northeast, Washington, D.C. National Capital Parks-East April 2012. National Park Service. https://www.nps.gov/nace/learn/management/upload/feasibility-report.pdf Body-Worn Camera Feasibility Study Report. U.S. Customs and Border Protection. August 2015. https://www.cbp.gov/sites/default/files/documents/body-worn-camera-20151112.pdf Austin - San Antonio Commuter Rail Feasibility Report. Texas Department of Transportation. http://www.txdot.gov/inside-txdot/projects/studies/austin/commuter-rail/commuter-report.html California Secure Choice Market Analysis, Feasibility Study, and Program Design Consultant Services (Non-IT Services) RFP No. CSCRSIB03-14. Final Report to the California Secure Choice Retirement Savings Investment Board. March 17, 2016. http://www.treasurer.ca.gov/scib/report.pdf Final AGS Feasibility Study. Colorado Department of Transportation. August 2014. https://www.codot.gov/projects/AGSstudy/final-ags-feasibility-study Feasibility Study of Capturing Food Data at Checkout. United States Department of Agriculture Food and Nutrition Service. Final Report September 1999. https://www.fns.usda.gov/sites/default/files/checkout.pdf Journal Articles
Min YHa, Lee JW, Shin YW, et al. “Daily Collection of Self-Reporting Sleep Disturbance Data via a Smartphone App in Breast Cancer Patients Receiving Chemotherapy: A Feasibility Study.” Journal of Medical Internet Research 16.5 (2014): e135. http://www.jmir.org/2014/5/e135/ Wong, Alex W. K.; Heinemann, Allen W.; Miskovic, Ana; et al. “Feasibility of Computerized Adaptive Testing for Collection of Patient-Reported Outcomes After Inpatient Rehabilitation.” Archives of Physical Medicine and Rehabilitation 95.5 (2014): 882-91. http://quicklinks.library.colostate.edu/?q=sbzxrr (CSU affiliates only) Kurt Jackson, Kimberly Edginton-Bigelow, Camille Bowsheir, Melissa Weston, Ember Grant. “Feasibility and effects of a group kickboxing program for individuals with multiple sclerosis: A pilot report.” Journal of Bodywork and Movement Therapies, 16.1 (2012): 7-13. http://col.st/zo8pd (CSU affiliates only) Zellerhoff, Stephan; Daly, Matthew; Lim, Han S; Denis, Arnaud; Komatsu, Yuki; et al. “Pulmonary vein isolation using a circular, open irrigated mapping and ablation catheter (nMARQ): a report on feasibility and efficacy.” Europace : European pacing, arrhythmias, and cardiac electrophysiology : journal of the working groups on cardiac pacing, arrhythmias, and cardiac cellular electrophysiology of the European Society of Cardiology16.9 (2014): 1296-1303. http://quicklinks.library.colostate.edu/?q=sbzxru (CSU affiliates only) Asvat, Yasmin, et al. “Feasibility and Effectiveness of a Community-Based Smoking Cessation Intervention in a Racially Diverse, Urban Smoker Cohort." American Journal of Public Health 104.S4 (2014): S620-S627. http://col.st/TCEWM (CSU affiliates only) Example real-life how to write a feasibility report for a specific entity: Guidance for the Preparation of Drinking Water Project Engineering Feasibility Reports. Texas Water Development Board. TWDB-0555 Revised 10/26/2010 http://www.twdb.texas.gov/financial/instructions/doc/TWDB-0555.pdf How We Design Feasibility Studies Am J Prev Med. 2009 May; 36(5): 452–457. doi: 10.1016/j.amepre.2009.02.002 https://www.ncbi.nlm.nih.gov/pmc/articles/PMC2859314/
How to evaluate an article or book or Web page (also in French and Spanish) http://lib.colostate.edu/howto/evaljrl2.html http://lib.colostate.edu/howto/evalbk.html http://lib.colostate.edu/howto/evalweb.html
Style Guides—LibGuide (APA, etc.) http://libguides.colostate.edu/styleguides Your Librarian: Naomi Lederer, Colorado State University. URL for this page http://lib.colostate.edu/research/ilibarts/FeasibilityReports-LB300.pdf
1473851648 (1).pdf
Template
for
Proposal Submission for Mid-term Assessment of Programme on Implementing International Standards
for Supreme Audit Institutions (ISSAIs) among developing countries in Middle East and North Africa
(MENA) region
INTOSAI Development Initiative, C/o Riksrevisjonen, Postboks 8130 Dep,
N-0032 Oslo, Norway
Page 2 of 6
The purpose of thistemplate is to provide guidance to bidders for ‘Mid-term Assessment of Programme on Implementing International Standards for Supreme Audit Institutions (ISSAIs) among developing countries in Middle East and North Africa (MENA) region’ on the IDI’s minimum requirements for the Technical and Financial Proposals. Assessors may choose to use their own templates as long as their proposal meets our requirements and standards, covering all the areas of this template. Please note the following:
Paragraphs should be numbered.
Unless otherwise stated in the Terms of Reference:
o proposals are submitter in English, and
o financial proposals should be in Norwegian Kroner.
Contents TECHNICAL PROPOSAL .................................................................................................................................. 3
Consultant’s Organization and Experience ............................................................................................... 3
Comments and/or Suggestions on the Terms of Reference ..................................................................... 3
Description of Approach and Methodology ............................................................................................. 3
Work Plan .................................................................................................................................................. 3
Quality Assurance ..................................................................................................................................... 4
Team Composition and Task Assignments................................................................................................ 4
Research Data and Intellectual Property .................................................................................................. 4
ANNEX 1: CV of Proposed Key Personnel ................................................................................................. 4
FINANCIAL PROPOSAL ................................................................................................................................... 5
Summary of Costs ..................................................................................................................................... 5
Breakdown of Daily Fees ........................................................................................................................... 5
Breakdown of Reimbursable Costs ........................................................................................................... 6
Page 3 of 6
TECHNICAL PROPOSAL
Name of Assignment Mid-term Assessment of Programme on Implementing International Standards for Supreme Audit Institutions (ISSAIs) among developing countries in Middle East and North Africa (MENA) region
Tendering Organisation or Person and address
Contact person
Telephone
Mobile
Date
Consultant’s Organization and Experience
1. Description of the background of your organisation relevant to this task, including your organisation’s knowledge, skills and experience with similar tasks. Please include concrete examples of past work related to this assignment.
Comments and/or Suggestions on the Terms of Reference
2. Please fell free to present and justify any modifications to the Terms of Reference your firm/organization would like to propose in order to perform the assignment more effectively.If there are such suggestions, they should be incorporated in your proposal.
Description of Approach and Methodology
3. Please describe in detail your proposed approach and methodology, including:
Proposed approach and derived methodology for the Assessment.
The assessment criteria the Assessment will use, the questions the Assessment should answer,
and how the criteria and questions relate. These will include any additional issues identified by
the assessor with regards to those mentioned in the ToR.
For each criterion, methods of collecting data/information and specific sources of data
If appropriate to the Assessment, the proposed criteria for sampling and rational, and the
proposed sample.
Describe in detail the ways data will be collected, including instruments.
Work Plan
4. A work plan for data collection, analysis, reporting, and their milestones. The timelines mentioned in
the ToR may be confirmed.
Page 4 of 6
Quality Assurance
5. Please detail the proposed quality assurance method, including who will do the quality assurance for the products of the Assessment and linked to which instrument (e.g. Assessment proposal, inception report, data collected and analysed, draft report). It should also include a description of how comments and corrections received from main stakeholders will be handled.
Team Composition and Task Assignments
6. Please provide a brief description of each team member and a statement of how team members complement each other to meet the knowledge and skills needs of the assignment. Additionally, please provide the information requested in the table below.
Key Personnel
Name and Affiliation
Area of Expertise Relevant to the
Assignment
Designation for this
Assignment 1
Assigned Tasks 2 Base
Location Number of
Days
Research Data and Intellectual Property
Please indicate whether you firm/organisation can comply with IDI’s requirement regarding intellectual property and publication.They are:
IDI requires that the researcher/consultantfirm/organisationretains research data in a secure and accessible form for one year.
ID retains the publication rights over all the data collected for the analysis. Use of the data for publication purpose by the researcher/consultantfirm/organisationrequires the written authorisation of IDI.
The Assessment report will belong to IDI and may be used as it wishes. IDI undertakes not to misrepresent the contents of the report.
IDI recognise the authorship of the researchers/consultantsor firm/organisation when referring to the report.
Usually, the researcher/consultantfirm/organisationwill hold the right to show the report to other parties without constraint, except when the assignment includes sensitive matters. Report distribution rights will be clearly stated in the contract between IDI and the researcher/consultant or firm/organisation.
ANNEX 1: CV of Proposed Key Personnel
1 According to ToR or your own designamtion (e.g. Team leader, Senior Researcher,
2 According to your proposed approach and methodology
FINANCIAL PROPOSAL
Name of Assignment
Tendering Organisation or Person and address
Contact person
Telephone
Mobile
Date
Summary of Costs
Please provide a Summary of Costs.
TOTAL PROJECT COST
COST COMPONENT COST (NOK)
Remuneration
Reimbursable Expenses
TOTAL*
* The total costs are inclusive of taxes, duties, fees and other impositions.
Breakdown of Daily Fees
Please provide a Breakdown of Daily Fees.
Name Position Number of days Daily Fees Total
TOTAL*
* Daily fees are inclusive of all fringe benefits, applicable taxes and other costs.
Page 6 of 6
Breakdown of Reimbursable Costs if any
Please provide a Breakdown of Reimbursable Costs:
Description Quantity Unit Price Total Amount
TOTAL
Senior Digital Marketing Manager Battle Plan.docx
Senior Digital Marketing Manager Battle Plan
By Michael Cohen
Table of Contents Senior Digital Marketing Manager Battle Plan 1 30 Day Plan – Understanding the Role 3 30 Day Plan – Understanding DemandBase 4 60 Day Plan – Evaluating the Role 5 60 Day Plan – Evaluating the Existing Site, SEM, & SEO 6 Site 6 SEM 7 SEO 8 YouTube 8 90 Day Plan – Aligning to the Values 9
30 Day Plan – Understanding the Role
· Meet with Mimi Rosenheim to prioritize goals and objectives for the role and team, as well as projects and responsibilities of the role.
· How did Rahul Patwardhan tackle this role and what did he leave?
· Meet with internal role players – Marketing, Sales, Ops, Product, Admin, IT, HR – to understand my direct network and layout.
· Learning who and what are the different Marketing Teams – Digital, Demand Gen, Field, Content, Customer Lifecycle, Product, etc.
· Meet with former team – Nida, Sara, Alicia, Steve, Nelson - and thank them for everything.
· Meet with external role players: Agencies, Vendors, etc.
· Build out my battle station to ensure comfortable working environment.
· Hardware & Software Onboarding
· PC (Resolution, Browsers, Software, Folders), Wifi, Monitors, Printers
· Client Software: Google (Gmail, Drive, Docs, Sheets) or Office (Outlook, Word, Excel)
· Google Suite: Analytics, Tag Manager, Search Console, Adwords, YouTube
· Additional Paid Networks: Bing, Linkedin, Capterra, G2 Crowd
· SalesForce CRM and Pardot/Marketo
· DemandBase (Kind of a big one)
· Wordpress, BrightCove and any other content platforms
· Additional Marketing Tools: Drift, Slack, Asana/Kapost, etc.
· Analytics – My goal in the first 30 days is to understand the website better than anyone
· Traffic Reports: Using Google Analytics, pull historic monthly data tracking Geo and Channel users and top landing pages, as well as weekly reporting to understand day-to-day breakdowns.
· Work with Team to understand historic spikes & dips (if annotations aren’t set up in Google Analytics), and any seasonal trends
· Expect to see rises alongside fundraising announcements and conferences
· Lead & Opportunity Reports: Using SalesForce, create (with Mimi & Sales Ops if needed) and pull historic monthly data tracking leads and opportunities by Lead Sources, Attribution (First, Last, or Multi-Touch), UTM structure, etc.
· Work with Team to understand naming structures (Channels, Stages, etc.), historic timelines (Lead to Close, individual stages), and lead status (new, open, disqualified, etc.).
· Asset Reports: Using a combination of Analytics, SalesForce CRM, and Pardot/Marketo, examine data at an asset level to understand what assets are performing best at a channel level, and why certain assets are gated or ungated.
· How often you change homepage assets, ad banners, etc.?
· SEM Reports: Work with agency to understand spend; successful keywords, adcopy, landing pages, banners; historic & existing A/B testing, etc.
· Competition – Discover who the company considers competitors, who is a partner with similar products, and who is bidding in the space but not considered competition.
30 Day Plan – Understanding DemandBase
DemandBase as a platform itself receives its own section as this role entails being Customer #1 to the product. While I am currently a user, quickly becoming a Master User of all aspects of the platform is a priority. I will need to take any onboarding, demos, and webinars to understand the tool better. I will ask plenty of questions – such as why can’t you an Interests list? As a marketer marketing a marketing platform to other marketers, I need to be a subject matter expert internally and externally.
This creates a unique role for the digital marketing team. With most companies, you update and optimize the site based on usability and keywords. With DemandBase, there is an additional subset of understand the personalization programs in place – you can’t dive right in as there are multiple layers in place that this role needs to understand before considering changing anything.
Understanding DemandBase and its role in the ABM marketplace will be incredibly important for the success of the company and the role. For example, when you Google “account based marketing platforms,” the quick answer is this article: https://medium.com/demand-karma/13-account-based-marketing-abm-tools-you-should-be-using-in-2019-b1836343780c. DemandBase is not listed, while direct competitors are. Now this may be a paid piece, but as the quick answer in Google, it does hurt the brand by not being on the list. Similarly, DemandBase is a Contender in the G2 Crowd quadrant https://www.g2.com/categories/account-based-execution (I am not a fan of G2 Crowd) and does bid on placement in Capterra https://www.capterra.com/p/171314/Demandbase-ABM-Platform/. More attractively, DemandBase is the highest leader on the Forrester New Wave™: ABM Platforms report and this should be visible until the 2019 report is released.
Fortunately to this role, I bring experience being a DemandBase customer and user of Optimizely, Engagio, and Terminus - all competitors, with some partners. As I learn more about the full scope of the product as an internal customer, I can provide comparisons to the competing products – as well as their customer success programs.
60 Day Plan – Evaluating the Role
Given the unique position as addressed above, the second 30 days requires the understanding portion before details can be created. That said, there are areas that can be addressed early:
· Meetings – Continue to meet with role players,
· Support – Work with teams on launching cross-function campaigns.
· Initial Digital Campaigns – Work with agencies to launch first A/B tests on
· Ad Copy
· Banners
· Landing Pages
· Agency Evaluation – Are our current SEM, SEO and other agencies up to the demand we need?
· SEM: I am incredibly biased in favor of my existing agency, Metric Theory
· Creative Support: We currently use Spiralyze to assist with landing page creation and A/B testing. I don’t know if DemandBase has an agency like this or needs one.
· Platforms
· Linkedin – My current team is Alaina and Steve, and have worked with Joyce and Juliette in the past. Happy to meet the new team or continue working with an existing one.
· BrightCove over Vidyard?
· Pardot over Marketo?
· DemandBase the Platform
· Audiences
· Targeting Campaigns
· Personalization
60 Day Plan – Evaluating the Existing Site, SEM, & SEO
Site
Due to the nature of the DemandBase product, the variation of the site I view from my personal computer is different from the site on my existing customer work computer, which in turn is different from a personalized prospect’s site. And we cannot forget each of these cases potentially having a separate repeat viewing experience. Getting to see – but not touch – the many different views will be essential for this role in the first 30 Days, but more importantly understanding why these are set up, when, and what are the next steps in order to take over in the 60 Day Plan.
Key areas of understanding and testing will focus on:
· The 20 CTAs (not including Customer Stories and recommended content) with every combination of button text and why it makes the homepage a catchall for everything, which may be diluting conversions.
· 3 for the form popup – and are these being tracked differently?
· 2 ebooks (“download” and “free”)
· 2 “explore” (resources and “why demandbase”)
· The lack of copy
· The size of the footer
· Updating Landing Pages: From the homepage CTAs mentioned above, one is taken to multiple pages with a huge form that falls below the fold. This is a poor experience – users should not have to scroll at all on these pages. Either cleaning up the space between fields or shrinking the size will help bring the form above the fold and save time and potentially increase conversions.
SEM
Likewise, without access to the Adwords instance, I can process a small portion of the SEM program. For instance, during the work hours DemandBase ranks #1 in Google for “account based marketing” as this is the Priority Keyword. I have also seen the program rank #3 for “account based marketing platform” which I can infer is either not as high of a priority keyword, or the bidding is more aggressive. After work hours I can see that the program does not bid on either of these keywords, nor the brand name. This could mean that the program sees less clicks at off hour time, or has hit the daily budget.
With access and working with the team, I will be able to lead the agency in making adjustments – adcopy tests, expanding or shrinking keyword campaigns, hour-day analysis and more.
Similarly, understanding the reason behind the Mohawk man.
SEO
While SEO is lower than other channels in prioritization, as the site state and usability filters into this role, optimization does as well.
Currently DemandBase ranks on the bottom of the first page in Google for “Account Based Marketing,” though this rank fluctuates. Coming from an SEO background, DemandBase is telling Google “We are the experts in Account Based Marketing” and as such should rank higher. Understanding why https://www.demandbase.com/resources/account-based-marketing-101/ ranks over the homepage and a product page will be important so as not to cannibalize efforts.
As I become more of an expert on DemandBase, I will use this knowledge and information provided by other members of the marketing organization to help strengthen SEO results.
YouTube
As YouTube is effectively one of the largest search engines and videos show up in Google search results, updating the channel will be important. Currently the starting video is the 3 year old careers video and the most recent videos were 4 months ago, mostly Matt Heinz. Uploading social-used videos, creating playlists, and adding new videos ranging from customer stories to event recaps will be important in expanding DemandBase’s presence as a company in the Digital sphere.
90 Day Plan – Building to the Values
DemandBase has 4 Core Values: Innovation, Customer Success, People (Partners & Customers), and Execution. Parallel to these, this role is designed to create experiences that people find valuable, and ultimately drive revenue. If given the position, within the first 90 days I will have:
· Created new landing page tests for the website and paid channels – whether succeeding or failing, learning from them and building again.
· Helped improve conversions for the site
· Potential through: expanded keywords, updated landing pages, focused target audience lists, personalization A/B testing, element upadating, etc.
· Participated in at least one customer phone call using my personal history and experience to promote the product.
· Attended workshops, webinars, and training for the product.
· An ongoing weekly and monthly report on traffic, leads, opportunities, and additional insights to the Marketing and Sales teams.
· Become a team player that members of Marketing and Sales can approach at all times to discuss ways to better the site, the experience, or where to go for lunch.
· And Get Real!
Thank you for spending your time reading and discussing this. If you have any questions, do not hesitate to ask, and I hope this battle plan shows that I am the right candidate for the Senior Digital Marketing Manager position.
Building a greener battery.pptx
exploring coronene derivatives for use as cathodes in lithium ion batteries: Building a greener battery
Original proposal
Josh Silverman
Advisor: Dr. Konstantinos Kavallieratos
Rechargeable batteries
Batteries are a collection of cells.
Electrodes, electrolytic solution, separator, salt bridge
Electrodes
Anode: oxidation; electrons flow out (-)
Cathode: reduction; electrons flow in (+)
Reversed upon charging
2
Lithium-ion batteries
Discharge causes Li+ to flow from the anode to the cathode.
Li+ becomes intercalated at the cathode.
Reversed during the charging phase
Electrolytic solution
Organic carbonates
Non-coordinating Li-anion complexes
LiPF6, LiAsF6•H2O, LiClO4, LiBF4, LiCF3SO3
MSDS: National Power Corp. Lithium ion batteries, tek.com
3
Typical lithium ion battery electrodes
cathode
Cobalt oxide (CoO2)
CoO2 + Li+ + e- ↔ LiCoO2
Co(IV) + e- ↔ Co(III)
Only reversible for χ < 0.5
LiCoO2 + Li+ + e- → Li2O + CoO
Effective charge capacity: 100-200 mAh/g
anode
Graphite (C6)
LiC6 ↔ C6 + Li+ + e-
C6- ↔ C6 + e-
Effective charge capacity: 400-600 mAh/g
Bergveld, H. J.; kruijt, W. S.; notten, p. h. l., battery management systems: Design by modelling, springer science: Dordrecht, 2002.
4
Known issues with lithium ion batteries
Poorly built batteries have had fire/explosion issues
Mining is cheaper than recycling
Recycling is complicated and difficult
Cathode charge capacity is much lower than anode charge capacity
https://www.cnet.com/news/why-are-hoverboards-exploding-and-catching-fire/
5
Research hypothesis
A new kind of cathode, based on organic polymers instead of expensive transition metals, can be constructed for use in lithium ion (and even magnesium ion) batteries. This new organic cathode will have greater charge capacity and life cycle than current transition metal cathodes, while being sustainably sourced and cheaper in cost.
6
Benzoquinone-centered electrodes
Kim et al, j. am. Chem. Soc., 138 (2016), 2374-2382
7
Effect of aromatic rings on redox potential
Kim et al, j. am. Chem. Soc., 138 (2016), 2374-2382
8
Effect of functional groups on redox potential
Amino groups are electron-donating
Carboxylic acid groups are electron-withdrawing
Kim et al, j. am. Chem. Soc., 138 (2016), 2374-2382
9
Summary
Adding electron-donating groups increases the redox potential of the cathode.
Increasing the number of aromatic rings increases stability at a small cost of redox potential.
Redox Potentials:
Li+ + e- ↔ Li -3.04 V
Na+ + e- ↔ Na -2.71 V
Mg+ + e- ↔ Mg -2.70 V
Mg2+ + 2e- ↔ Mg -2.37 V
10
Project plan
Aim 1: Synthesize the cathodic molecules
Aim 2: Characterize the electrodes through various spectroscopic techniques
IR, NMR, UV-Visible, XRD, TGA
Aim 3: Perform electrochemical tests with the cathode molecules for the Li+/Li system
Cyclic voltammetry and charge/discharge life cycle tests
Repeat for Na+/Na and Mg2+/Mg systems
11
My solution: coronene-based cathodes
Super-aromatic structure
Self-organizing nanomaterial
Often thought of as a graphene analogue
Coronene Studies
Organic transistors
Organic photovoltaic cells
Organic LEDs
Li et al, Org. Letters, 17 (2015), 560-563.
12
AIM 1: SYNTHESIS OF coronene Tetracarboxdiimides
Coronene Tetracarboxdiimide
Dibenzo-coronene Tetracarboxdiimide
Dinaphthocoronene Tetracarboxdiimide
Eversloh et al, Org. Letters, 13 (2011), 4148-4150.
13
Task 1: SYNTHESIS OF N,N’-DIALKYL-1,7-DIBROMO-3,4:9,10-BIS(DICARBOXIMIDE) precursor
Br2, 100% H2SO4, 40 °C, 12 h, 90-95%
C6H11NH2, NMP, 85 °C, 8 h, 88-95%
NMP = N-methylpyrrolidone
R1 = diisopropylphenyl
Rohr et al, Angew. Chem. Int. Ed., 37 (1998), 1434-1437.
14
TASK 2: SYNTHESIS OF CORONENE TETRACARBOXDIIMIDE
A: TMS, THF, Pd(PPh3)4, CuI, Et3N, 60 °C, 24 h, 74%
B: PtCl2, toluene, 90°C, 48 h, 38%
TMS = trimethylsilylacetylene
Eversloh et al, Org. Letters, 13 (2011), 4148-4150.
15
a
TASK 3: SYNTHESIS OF dibenzo-CORONENE TETRACARBOXDIIMIDE
i: 2-bromophenylboronic acid, Pd(PPh3)4, K2CO3 (aq), toluene, ethanol, 75 °C, 12 h, 53%
ii: Pd(PPh3)2Cl2, DBU, DMA, 160°C, 18 h, 46%
DBU = 1,8-diazabicyclo[5.4.0]undec-7-ene
DMA = dimethylacetamide
Müller, s. and Müllen, k., chem. Commun., (2005), 4045-4046.
16
TASK 4: SYNTHESIS OF dinaphthoCORONENE TETRACARBOXDIIMIDE
C: Pd(dba)2, P(o-tol)3, CsF, toluene, CH3CN, reflux, 18 h, 46%
dba = dibenzylideneacetone
P(o-tol)3 = tri(o-tolyl)phosphine
Eversloh et al, Org. Letters, 13 (2011), 4148-4150.
17
a
Task 5: synthesis of Borazine-doped hexa-peri-hexabenzocoronene
Bonifazi et al, Chem. Commun., 51 (2015), 15222-15234.
18
Aim 2: Characterization of the compounds of interest
Characterize the compounds using IR and UV-Visible spectroscopy, NMR, XRD, and TGA
Task 6: Characterize coronene tetracarboxdiimide
Task 7: Characterize dibenzocoronene tetracarboxdiimide
Task 8: Characterize dinaphthocoronene tetracarboxdiimide
Task 9: Characterize hexa-peri-hexabenzocoronene
19
Aim 3: Electrochemical studies of the compounds of interest
Perform cathodic charge capacity and life cycle tests for Li-ion systems
Repeat for Na-ion and Mg-ion systems
Task 10: Perform cathodic electrochemical tests on coronene tetracarboxdiimide
Task 11: Perform cathodic electrochemical tests on dibenzocoronene tetracarboxdiimide
Task 12: Perform cathodic electrochemical tests on dinaphthocoronene tetracarboxdiimide
Task 13: Perform cathodic electrochemical tests on hexa-peri-hexabenzocoronene
20
Optical and electrochemical properties
Performance in Li-ion battery-like conditions is unknown
Charge capacity has not been measured
Life cycle in repeated charge/discharge sequences is unknown
Eversloh et al, Org. Letters, 13 (2011), 4148-4150.
21
Doped coronene derivates
N-doped materials have excess electrons
P-doped materials have excess holes
Doping affects the band gap, redox potential, and attachment strength of the coronene structure
Effect on life cycle is unknown
Luder et al, Phys. Chem. Chem. Phys., 19 (2017), 13195-13209.
22
Density of states in doped coronenes
Luder et al, Phys. Chem. Chem. Phys., 19 (2017), 13195-13209.
23
Redox voltage changes for doped coronenes
Luder et al, Phys. Chem. Chem. Phys., 19 (2017), 13195-13209.
24
Cyclic voltammetry
My molecules are the cathode
Li metal is the anode
Discharge and charge cycles occur at a constant current
Open circuit “rest”
Senoh et al, Electrochim. Acta, 56 (2011), 10145-10150.
25
Charge/discharge curves and life cycle measurements
Senoh et al, Electrochim. Acta, 56 (2011), 10145-10150.
26
conclusions
Cyclic organic compounds show potential to act as cathodes in Li-ion (and potential the next generation of Na-ion and Mg-ion) batteries.
Coronene derivatives have multiple sites to bind Li+ and Na+ ions, suggesting a high charge capacity without any irreversible metal-oxide formation.
Doping changes the redox potential and binding affinity for Li+ and Na+ ions.
27
Budget and timeline
| Expense | Year 1 | Year 2 |
| Principal Investigator | $70,000.00 | $70,000.00 |
| Graduate Student | $23,460.00 | $23,460.00 |
| Chemicals/Waste | $20,000.00 | $20,000.00 |
| Freight | $5,000.00 | $5,000.00 |
| Lab Supplies | $3,000.00 | $1,000.00 |
| Maintenance | $2,000.00 | $2,000.00 |
| Tuition | $8,589.57 | $8,589.57 |
| Instrument Use | $3,500.00 | $3,500.00 |
| Lab Equipment | $10,000.00 | $10,000.00 |
| Yearly Total | $145,549.57 | $143,549.57 |
| Grand Total | $289,099.14 |
| Task | Year 1 | Year 2 |
| 1: Synthesis of N,N’-dialkyl-1,7-dibromo-3,4:9,10-… | √ | |
| 2: Synthesis of coronene tetracarboxdiimide | √ | |
| 3: Synthesis of dibenzocoronene tetracarboxdiimide | √ | |
| 4: Synthesis of dinaphthocoronene tetracarboxdiimide | √ | |
| 5: Synthesis of hexa-peri-hexabenzocoronene | √ | |
| 6: Characterization of coronene tetracarboxdiimide | √ | |
| 7: Characterization of dibenzocoronene tetra… | √ | |
| 8: Characterization of dinaphthocoronene tetra… | √ | |
| 9: Characterization of hexa-peri-hexabenzocoronene | √ | |
| 10: Electrochemical tests of coronene tetra… | √ | |
| 11: Electrochemical tests of dibenzocoronene tetra… | √ | |
| 12: Electrochemical tests of dinaphthocoronene tetra… | √ | |
| 13: Electrochemical tests of hexa-peri-hexa… | √ |
28
references
MSDS: National Power Corp. Lithium ion batteries, tek.com
Bergveld, H. J.; Kruijt, W. S.; Notten, P. H. L., Battery Management Systems: Design by Modelling, Springer Science: Dordrecht, 2002.
https://www.cnet.com/news/why-are-hoverboards-exploding-and-catching-fire/
Senoh et al, Electrochim. Acta, 56 (2011), 10145-10150.
Kim et al, J. Am. Chem. Soc., 138 (2016), 2374-2382.
Li et al, Org. Letters, 17 (2015), 560-563.
Eversloh et al, Org. Letters, 13 (2011), 4148-4150.
Luder et al, Phys. Chem. Chem. Phys., 19 (2017), 13195-13209.
Bonifazi et al, Chem. Commun., 51 (2015), 15222-15234.
Rohr et al, Angew. Chem. Int. Ed., 37 (1998), 1434-1437.
Müller, s. and Müllen, k., chem. Commun., (2005), 4045-4046.
29
fin
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Table of Contents.html
| TECHNICAL WRITING - 2020-2021 Autumn - Week 7
1. Progress Report Instructions (2) 6. Senior Digital Marketing Manager Battle Plan |