PH1_Client_Assignment_Request_EN

PART A) General Information

All information will be treated confidentially. Every field must be completed. If a question is not relevant, please provide an explanation.

A1. Contact Details

Industry
Name of Enterprise/Institution
Address
Country
Telephone
Mobile
E-mail
Website
Year enterprise/institution was founded

A2. Legal Form

Enterprise/Ltd company	NGO

Association	Governmental institution

Foundation	Other:

Only for Associations: How many members/companies are involved during the assignment?

one	more than one (exact number):

If more than one institution is involved, please list them:

A3. Profit Organisation or non-profit Organisation?

Profit organisation	Non-profit organisation

A4. Number of Employees

1 - 50	101 - 300

51 - 100	300 +

Exact number of employees
% of female employees	%

A5. Contact Person

Please dedicate a key person, to be responsible for the Expert during the assignment.

Name
Position/Function
Profession
Telephone
E-Mail
Skype

A6. Information about Previous Experts

Have you had previous expert assignments in your enterprise/institution (from Swisscontact or other expert services such as PUM Netherlands or SES Germany)?

yes	no

If yes:

Year	Organisation (SEC, PUM, SES)	Duration	Subjects Addressed	Name of Expert

Which expert recommendations have been implemented since the last assignment?
Please describe in as much detail as possible and illustrate with photos.

PART B) Detailed Information about your Business

B1. Your Main Activity and Target Groups

Main activity
Most important products/services
Most important customers/target groups

B2. Management

Which members of the management are involved in this SEC assignment?
Percentage of women in management team?
How many people are in the management team?

B3. Financial Situation (in USD/EURO)

Annual net-profit of last year in $ or €
Annual turn-over of last year in $ or €

B4. Marketing

What advertisement do you do? (e.g. website / leaflets / word to mouth campaign / no marketing measures)
Please provide information material such as annual reports, brochures, product information or website address if available

B5. Future Plans/Perspectives

What specific plans do you have for the future? (e.g. intention of expansion / growth targets / certification / opening new customer segments or new target markets)

B6. Additional Information (only for clients with more than 100 employees)

Please provide an organisation chart
Please describe your management system (e.g. single guidance / management team / board of directors/trustees etc.)

PART C) Description of the SEC Assignment

C1. Objective of SEC Assignment

Which of the objectives below are the three most important for the SEC assignment?

increase of efficiency	provide a concept

product quality improvement	provide a business plan

project innovation	improvement of market position

solve a technical problem	creating additional jobs

further education	training of employees

other:

C2. Detailed Description of Problems

C3. Description of SEC Expert Tasks (as detailed as possible)

C4. Expected Results

C5. Desired Qualification of SEC Expert

Professional experience
Technical skills of Expert
Languages required
Others

C6. Duration and Desired Dates of Assignment

Desired duration (minimum 3 weeks/Eastern Europe 2 weeks, maximum 12 weeks, average 4 weeks)
Requested starting date
Place of assignment

C7. Conditions for Board and Lodging during the Assignment

Where is the Expert accommodated during the assignment?

Take into account that while Experts don’t need luxury lodging, they do need:

a clean and secure room

enough light in the room

a clean and comfortable bed

a table, chair and cupboard/shelf

private clean toilet and shower facilities

Indicate name, address and/or website of accommodation:

C8. Existing Facilities in the Enterprise/Institution

Please provide additional information in as much detail as possible (bearing in mind that this is standard questionnaire for all countries). Is there:

Access to water?	yes	no

Direct access to electricity?	yes	no

Electricity cut issues?	yes	no

Direct access to internet?	yes	no

A printer?	yes	no

Please list all existing machines and tools, which may be important for the assignment. Type/brand of machines, amount and further description. If possible send pictures.
For hotels only: How many rooms/beds?	Rooms: Beds:
Restaurant(s): How many seats?

C9. Transportation

How will the Expert commute between the accommodation and work?

C10. Weekends

If the Expert wishes to have an organised excursion, would you be willing to support him/her with the logistics and/or accompany him/her?

C11. Other Specific Needs

Please add other specific needs expected and not mentioned so far:

This "Client Assignment Request" is based on "Guidelines on SEC Assignments".

Place, Date

Signature of Client

[Version April 2021]