1. Prepare one-page user reference on how to print a saved document to PDF. 2. You have been asked, as a consultant, to advise on the best way to complete a common task. For example, how to make a PB&J, how to load a dishwasher, etc. Draft an email response advising on the task, with an understanding that there are many ways to complete the task. 3. A client is requesting a project that falls outside of scope of their current contract but would benefit their system immensely. Draft an email response addressing this request and provide a recommendation for next steps. 4. A client is interested in setting up a moves management/prospecting tracking component in their system. What are some questions you might come prepared with to your initial requirements gathering meeting? 5. A client uses an auction software external to their CRM and wants to import the data from an event into its CRM. Describe how you would approach migrating the data from the auction software into the CRM. Include questions, assumptions, data transformation considerations, etc. If desired, include a rough data mapping tool to support this process. 6. A client asks you to pull a mailing list of lapsed donors to target for an upcoming solicitation. Describe what criteria you would use to build this list. Include questions, assumptions, etc. and a summary of the columns you’d return in the report for the client.
