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Before Starting A New Contract....

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  • K Offline
    K Offline
    Kevin Marois
    wrote on last edited by
    #1

    If this is the wrong forum, let me know and I'll move it. Before you start a new project/contract, what questions do you ask? Here's what I send my potential clients. I pre-filled some of it...

    1. Primary Point of Contact
      a. Name, Company, Address, Office and Cell Phones, Email
    2. Scope of the Project
      a. Time & Cost
      i. Expected Date of Completion
      1. (Date goes here)
      ii. Budget
      1. (Amount Goes Here)
      b. Infrastructure
      i. Web Access
      1. Does the app need to be able to remotely access the database?
      a. Yes / No
      ii. Development Platform
      1. Microsoft C#.Net 4.0, Windows Presentation Foundation 4.0
      iii. Target Hardware
      1. (What kind of computers will the application run on? Desktop, Laptop, tablets, Phones, etc)
      iv. Supported Operating Systems
      1. Desktop/Tablet/Laptop/Phone Components
      a. Microsoft Windows 7, Microsoft Windows 8
      2. Server Components
      a. Microsoft Window Server 2008 R2
      v. Target Databases
      1. (SQL Server, VFP, Access, NoSQL)
      c. Requirements
      i. See Requirements document
      ii. Phases
      iii. Deliverables
      iv. Milestones
      v. Interoperability with other applications
      1. Will the software interact with other software applications?
      2. Will the software use an third party components
      vi. Source Code Control
      vii. Testing

    Do you guys use or do anything like this? Any thoughts on this? Amy I missing anything critical?

    If it's not broken, fix it until it is

    M M L B 4 Replies Last reply
    0
    • K Kevin Marois

      If this is the wrong forum, let me know and I'll move it. Before you start a new project/contract, what questions do you ask? Here's what I send my potential clients. I pre-filled some of it...

      1. Primary Point of Contact
        a. Name, Company, Address, Office and Cell Phones, Email
      2. Scope of the Project
        a. Time & Cost
        i. Expected Date of Completion
        1. (Date goes here)
        ii. Budget
        1. (Amount Goes Here)
        b. Infrastructure
        i. Web Access
        1. Does the app need to be able to remotely access the database?
        a. Yes / No
        ii. Development Platform
        1. Microsoft C#.Net 4.0, Windows Presentation Foundation 4.0
        iii. Target Hardware
        1. (What kind of computers will the application run on? Desktop, Laptop, tablets, Phones, etc)
        iv. Supported Operating Systems
        1. Desktop/Tablet/Laptop/Phone Components
        a. Microsoft Windows 7, Microsoft Windows 8
        2. Server Components
        a. Microsoft Window Server 2008 R2
        v. Target Databases
        1. (SQL Server, VFP, Access, NoSQL)
        c. Requirements
        i. See Requirements document
        ii. Phases
        iii. Deliverables
        iv. Milestones
        v. Interoperability with other applications
        1. Will the software interact with other software applications?
        2. Will the software use an third party components
        vi. Source Code Control
        vii. Testing

      Do you guys use or do anything like this? Any thoughts on this? Amy I missing anything critical?

      If it's not broken, fix it until it is

      M Offline
      M Offline
      Mycroft Holmes
      wrote on last edited by
      #2

      Accounting department contact! I must admit I was never that organised when I was consulting, probably explains why I am a contractor!

      Never underestimate the power of human stupidity RAH

      1 Reply Last reply
      0
      • K Kevin Marois

        If this is the wrong forum, let me know and I'll move it. Before you start a new project/contract, what questions do you ask? Here's what I send my potential clients. I pre-filled some of it...

        1. Primary Point of Contact
          a. Name, Company, Address, Office and Cell Phones, Email
        2. Scope of the Project
          a. Time & Cost
          i. Expected Date of Completion
          1. (Date goes here)
          ii. Budget
          1. (Amount Goes Here)
          b. Infrastructure
          i. Web Access
          1. Does the app need to be able to remotely access the database?
          a. Yes / No
          ii. Development Platform
          1. Microsoft C#.Net 4.0, Windows Presentation Foundation 4.0
          iii. Target Hardware
          1. (What kind of computers will the application run on? Desktop, Laptop, tablets, Phones, etc)
          iv. Supported Operating Systems
          1. Desktop/Tablet/Laptop/Phone Components
          a. Microsoft Windows 7, Microsoft Windows 8
          2. Server Components
          a. Microsoft Window Server 2008 R2
          v. Target Databases
          1. (SQL Server, VFP, Access, NoSQL)
          c. Requirements
          i. See Requirements document
          ii. Phases
          iii. Deliverables
          iv. Milestones
          v. Interoperability with other applications
          1. Will the software interact with other software applications?
          2. Will the software use an third party components
          vi. Source Code Control
          vii. Testing

        Do you guys use or do anything like this? Any thoughts on this? Amy I missing anything critical?

        If it's not broken, fix it until it is

        M Offline
        M Offline
        Munchies_Matt
        wrote on last edited by
        #3

        Don't be too demanding, contracting has two styles, code guru, and consultant. As a consultant it might be YOUR job to provide many of these answers. Many companies are in this situation, they just don't know what they need to get to where they want to be, and that's your job, to lay it out, to set expectations. I have been in many contracts like this, and only one that wasn't, so playing lose is IMO the best way to go about it. Communication is the key. And flexibility.

        Sign a petition calling for the boycott of Israel until it returns to its legal 1967 borders.

        K 1 Reply Last reply
        0
        • M Munchies_Matt

          Don't be too demanding, contracting has two styles, code guru, and consultant. As a consultant it might be YOUR job to provide many of these answers. Many companies are in this situation, they just don't know what they need to get to where they want to be, and that's your job, to lay it out, to set expectations. I have been in many contracts like this, and only one that wasn't, so playing lose is IMO the best way to go about it. Communication is the key. And flexibility.

          Sign a petition calling for the boycott of Israel until it returns to its legal 1967 borders.

          K Offline
          K Offline
          Kevin Marois
          wrote on last edited by
          #4

          In my 28 years of consulting, there is one thing that's true.... "The client doesn't know what they want, but they know that what you gave them isn't it"

          If it's not broken, fix it until it is

          1 Reply Last reply
          0
          • K Kevin Marois

            If this is the wrong forum, let me know and I'll move it. Before you start a new project/contract, what questions do you ask? Here's what I send my potential clients. I pre-filled some of it...

            1. Primary Point of Contact
              a. Name, Company, Address, Office and Cell Phones, Email
            2. Scope of the Project
              a. Time & Cost
              i. Expected Date of Completion
              1. (Date goes here)
              ii. Budget
              1. (Amount Goes Here)
              b. Infrastructure
              i. Web Access
              1. Does the app need to be able to remotely access the database?
              a. Yes / No
              ii. Development Platform
              1. Microsoft C#.Net 4.0, Windows Presentation Foundation 4.0
              iii. Target Hardware
              1. (What kind of computers will the application run on? Desktop, Laptop, tablets, Phones, etc)
              iv. Supported Operating Systems
              1. Desktop/Tablet/Laptop/Phone Components
              a. Microsoft Windows 7, Microsoft Windows 8
              2. Server Components
              a. Microsoft Window Server 2008 R2
              v. Target Databases
              1. (SQL Server, VFP, Access, NoSQL)
              c. Requirements
              i. See Requirements document
              ii. Phases
              iii. Deliverables
              iv. Milestones
              v. Interoperability with other applications
              1. Will the software interact with other software applications?
              2. Will the software use an third party components
              vi. Source Code Control
              vii. Testing

            Do you guys use or do anything like this? Any thoughts on this? Amy I missing anything critical?

            If it's not broken, fix it until it is

            L Offline
            L Offline
            Lost User
            wrote on last edited by
            #5

            I would never have done this in writing, always face to face if possible and over the phone if not. Dialogue is what I always found to be important - ask a question and 90% of clients won't know the answer, so will put down something they think is right, without too much thought. Once I've had discussions around all of this, I will confirm it to them in writing.

            PooperPig - Coming Soon

            K 1 Reply Last reply
            0
            • K Kevin Marois

              If this is the wrong forum, let me know and I'll move it. Before you start a new project/contract, what questions do you ask? Here's what I send my potential clients. I pre-filled some of it...

              1. Primary Point of Contact
                a. Name, Company, Address, Office and Cell Phones, Email
              2. Scope of the Project
                a. Time & Cost
                i. Expected Date of Completion
                1. (Date goes here)
                ii. Budget
                1. (Amount Goes Here)
                b. Infrastructure
                i. Web Access
                1. Does the app need to be able to remotely access the database?
                a. Yes / No
                ii. Development Platform
                1. Microsoft C#.Net 4.0, Windows Presentation Foundation 4.0
                iii. Target Hardware
                1. (What kind of computers will the application run on? Desktop, Laptop, tablets, Phones, etc)
                iv. Supported Operating Systems
                1. Desktop/Tablet/Laptop/Phone Components
                a. Microsoft Windows 7, Microsoft Windows 8
                2. Server Components
                a. Microsoft Window Server 2008 R2
                v. Target Databases
                1. (SQL Server, VFP, Access, NoSQL)
                c. Requirements
                i. See Requirements document
                ii. Phases
                iii. Deliverables
                iv. Milestones
                v. Interoperability with other applications
                1. Will the software interact with other software applications?
                2. Will the software use an third party components
                vi. Source Code Control
                vii. Testing

              Do you guys use or do anything like this? Any thoughts on this? Amy I missing anything critical?

              If it's not broken, fix it until it is

              B Offline
              B Offline
              BobJanova
              wrote on last edited by
              #6

              I don't handle this kind of stuff for my current business, but when I was self-employed, or if I were to go back to individual contracting, I'd be more flexible than this. If someone wants to bring a contractor in, it's probably because they don't know exactly what they want (otherwise they'd get code monkeys to just write it), so answering most of those points is part of the brief. I'd get a rough idea of what they wanted, how long they expected it to take to get there and how much money they were prepared to throw at me, and then if it seemed like a job worth taking I'd get into the details of platform, technology stack etc and what the requirements might be. If you nail everything down at the start you can guarantee it won't be like that any more by the middle, never mind the end. Better to clue the client in on that up front so you can work with changing requirements, not against them.

              K 1 Reply Last reply
              0
              • B BobJanova

                I don't handle this kind of stuff for my current business, but when I was self-employed, or if I were to go back to individual contracting, I'd be more flexible than this. If someone wants to bring a contractor in, it's probably because they don't know exactly what they want (otherwise they'd get code monkeys to just write it), so answering most of those points is part of the brief. I'd get a rough idea of what they wanted, how long they expected it to take to get there and how much money they were prepared to throw at me, and then if it seemed like a job worth taking I'd get into the details of platform, technology stack etc and what the requirements might be. If you nail everything down at the start you can guarantee it won't be like that any more by the middle, never mind the end. Better to clue the client in on that up front so you can work with changing requirements, not against them.

                K Offline
                K Offline
                Kevin Marois
                wrote on last edited by
                #7

                I've been doing this for almost 30 years, most of it self employed. I totally disagree with you. First, there is NEVER flexibility. If the customer wants a change, they pay. As soon as they waiver from the contract or specs, they pay. I don't work for free, and I don't give away code. I learned this many years ago when customers started "moving target software" where they change their minds in mid development and don't think they should pay for it. If you don't charge for each change, they keep asking for more and bigger "freebies". I specify very clearly in my contracts that I will NOT develop any code other than what's in the specs. Second, I ask these question because you simply CANNOT write an app with a vague idea. If they don't know what they want, then we figure it our before we start. You CANNOT develop what the customer doesn't know. So I'm hoping to solicit more questions to ensure that I'm not missing something. I agree that you cannot "If you nail everything down at the start", but the questions I ask in that questionnaire are a real good starting point.

                If someone wants to bring a contractor in, it's probably because they don't know exactly what they want "

                Not true at all. Think about your statement. You just said "I'm not sure what I want, so I'll hire some guy who charges more than average to do it". There are many reasons clients use contractors, and never once did one of my clients call me to develop an app because they didn't know what they wanted. The primary reasons clients use customers are they don't need to hire someone full time for a one-and-done job.

                I'd get a rough idea of what they wanted, how long they expected it to take to get there and how much money they were prepared to throw at me, and then if it seemed like a job worth taking I'd get into the details of platform, technology stack etc and what the requirements might be.

                Totally backwards. How can you possibly discuss time & money when you don't know thing like the technology stack and don't know the requirements? At any rate, the point of my post was to see what other questions people out there ask.

                If it's not broken, fix it until it is

                B 1 Reply Last reply
                0
                • L Lost User

                  I would never have done this in writing, always face to face if possible and over the phone if not. Dialogue is what I always found to be important - ask a question and 90% of clients won't know the answer, so will put down something they think is right, without too much thought. Once I've had discussions around all of this, I will confirm it to them in writing.

                  PooperPig - Coming Soon

                  K Offline
                  K Offline
                  Kevin Marois
                  wrote on last edited by
                  #8

                  This is just a guideline document I created to ensure I hit all the points I need. I go through this with my clients before each project.

                  If it's not broken, fix it until it is

                  1 Reply Last reply
                  0
                  • K Kevin Marois

                    I've been doing this for almost 30 years, most of it self employed. I totally disagree with you. First, there is NEVER flexibility. If the customer wants a change, they pay. As soon as they waiver from the contract or specs, they pay. I don't work for free, and I don't give away code. I learned this many years ago when customers started "moving target software" where they change their minds in mid development and don't think they should pay for it. If you don't charge for each change, they keep asking for more and bigger "freebies". I specify very clearly in my contracts that I will NOT develop any code other than what's in the specs. Second, I ask these question because you simply CANNOT write an app with a vague idea. If they don't know what they want, then we figure it our before we start. You CANNOT develop what the customer doesn't know. So I'm hoping to solicit more questions to ensure that I'm not missing something. I agree that you cannot "If you nail everything down at the start", but the questions I ask in that questionnaire are a real good starting point.

                    If someone wants to bring a contractor in, it's probably because they don't know exactly what they want "

                    Not true at all. Think about your statement. You just said "I'm not sure what I want, so I'll hire some guy who charges more than average to do it". There are many reasons clients use contractors, and never once did one of my clients call me to develop an app because they didn't know what they wanted. The primary reasons clients use customers are they don't need to hire someone full time for a one-and-done job.

                    I'd get a rough idea of what they wanted, how long they expected it to take to get there and how much money they were prepared to throw at me, and then if it seemed like a job worth taking I'd get into the details of platform, technology stack etc and what the requirements might be.

                    Totally backwards. How can you possibly discuss time & money when you don't know thing like the technology stack and don't know the requirements? At any rate, the point of my post was to see what other questions people out there ask.

                    If it's not broken, fix it until it is

                    B Offline
                    B Offline
                    BobJanova
                    wrote on last edited by
                    #9

                    Well, fine. I'm not sure why you made a post asking for thoughts if you're going to respond to my thoughts like that, though.

                    K 1 Reply Last reply
                    0
                    • B BobJanova

                      Well, fine. I'm not sure why you made a post asking for thoughts if you're going to respond to my thoughts like that, though.

                      K Offline
                      K Offline
                      Kevin Marois
                      wrote on last edited by
                      #10

                      You should go back and re-read my post. I didn't ask anyone how to run a business. I asked if there were any technical questions other people ask.

                      If it's not broken, fix it until it is

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