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  • 1.  Template for a Proposed Analysis Plan form?

    Posted 09-21-2012 09:31
    Hi, I just started my own LLC and am trying to make a professional-looking form for a proposed analysis plan. I realize this is going to vary tremendously for each project. Should I even bother trying to make a form? Would it be better to just write the plan in narrative for each new client? I'm trying to streamline things as much as possible. I was thinking maybe some type of check-box form with some space for more detailed narrative. It will function as a document of mutual understanding prior to my conducting any analyses. I'd appreciate any advice or examples.
    Thanks,
    Pam Kelley

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    Pamela Kelley, PhD
    Consultant
    Kelley Analytics, LLC
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  • 2.  RE:Template for a Proposed Analysis Plan form?

    Posted 09-21-2012 10:12
    By the way, I forgot to include my email address: pkelley@KelleyAnalytics.com
    Thanks to those who pointed it out!
    Pam

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    Pamela Kelley
    Consultant
    Kelley Analytics, LLC
    pkelley@KelleyAnalytics.com
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  • 3.  RE:Template for a Proposed Analysis Plan form?

    Posted 09-21-2012 10:58
    Hi Pamela:

    It is important to separate the "contract" from the "deliverables".  We establish the general relationship in categories of activities with costs associated (e.g. client contact, data cleaning, modelling, table templates production etc.) - the contract.  This definitely varies by client and project, but there are common re-usable elements.  The actual analysis plan is a mutually dervived document that I think can have set headings, but our work is primarily pharma and the Statistical Analysis Plan (SAP) is well established and understood.

    I hope this helps a bit.

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    Janet McDougall
    President
    McDougall Scientific Ltd
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  • 4.  RE:Template for a Proposed Analysis Plan form?

    Posted 09-22-2012 05:52
    Hi Janet,
    Yes, that does help, thanks. Some others have pointed out the same, privately. I'm going to focus more on getting my contract in shape. I think as I take on more clients with similar SAP's (I work mostly with nonrprofits and public health) I can re-use headings and certain descriptions, as you suggested.  When I first started 2 months ago,  I had great plans to streamline everything so I can focus more on the actual work. Now, I'm finding that each client is so unique that I'm using forms more as a tool for relationship-building (i.e. to help the client figure out what they need) rather than efficiency. Oh well, live and learn . . .again!
    Thanks so much for your feedback,
    Pam


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    Pamela Kelley
    Consultant
    Kelley Analytics, LLC
    pkelley@KelleyAnalytics.com
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