Resources

COPS Baseline 4-1: Agreement Between Client and Consultant for Limited Professional Services

Client and Consultant agree that this Agreement, including its Exhibit A – Terms and Conditions, Exhibit B – Scope of Services, Exhibit C – Fee Schedule, and other documents listed…

Storytelling is the New Marketing: Win Over Prospects with Your Firm’s Unique Story

When you stop and think about it, you’ll realize you already tell stories all the time. If you want to tell someone about your life, for example, you will probably…

Step Out from Behind the Curtain – The New Role of Project Managers in Marketing

There’s no getting around it — the technologies we use to communicate with today as well as dramatically changing client expectations are forcing project managers into the spotlight. Your PMs…

COPS Baseline 3-1: Skills Checklist for the Young Surveyor

As surveying firms struggle to find entry-level talent, it is imperative that both firms and applicants know the surveying qualifications required at each level for projects. COPS Baseline 3-1: Skills…

COPS Baseline 2-7: Pre-Proposal Risk Assessment

The Pre-Proposal Risk Assessment Form was developed to help identify potential risk prior to pursuing an opportunity. Similar to the Go-No Go in that it is a pre-proposal action but…

COPS Baseline 5-3: Safety Training Checklist

When interviewing prospective employees, it is vital to have knowledge of their qualifications and background in surveying. This document serves as a checklist for firms to use when interviewing prospective…

COPS Baseline 1-1: Creating an Effective Mission Statement

COPS Baseline 1-1: Creating an Effective Mission Statement COPS Business Practices Committee Available for immediate download. Hard copy not available. Publication one of seven related to the Seven Baselines of…

COPS Baseline 2-6: Go/No-Go Decision Public Client

COPS Baseline 2-6: Go/No-Go Decision Public Client Worksheet to help make go/no-go decision for jobs with public clients. Available for immediate download in MS Word format.

COPS Baseline 2-4 : Six Month Forecasting

COPS Baseline 2-4 : Six Month Forecasting tool is a linked spreadsheet that provides Surveys Managers with the ability to determine their total staffing needs by individual and classification on…

COPS Baseline 2-3 Kick-Off Meeting Agenda

Kick-Off Meeting Agenda COPS This form contains proposed discussion items for survey project kick-off meetings. MS Word format. Available for immediate download. Hard copy not available.

Become A Member