Online Research

Help Tax-Aid conduct research on a particular topic or question.
Tax-Aid
San Francisco, CA, USA
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Tax-Aid
San Francisco, CA, USA

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Posted October 16th

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Project details

What we need
  • A compilation of research on a specific topic (e.g. industry best practices, literature review, media contacts, industry trends, etc.) including a list of sources
  • Recommendations on areas for further exploration/research
  • Note: This project is not designed to be used for prospect or grant research
What we have in place
  • We need your research skills to help explore solutions for virtual assistance. We receive many phone inquiries from people needing our help with their taxes. Is there a virtual assistant solution for us to help answer the common questions and screen clients? This would save us a bundle of time!
How this will help
This project will save us $5,239 , allowing us to help more people with low income.

If you can help us to find a cost effective solution it can save us hundreds of hours of staff time.

Project plan

P
Prep: Information Gathering
  • Volunteer Manager and Professional discuss specific topic(s) of interest, research objectives and information needs, as well as preferred sources/databases (if any)
  • Volunteer Manager and Professional create research questions and agree on key terms
1
Milestone 1: Preliminary Research Outline
  • Professional conducts preliminary online research and creates an outline
  • Professional shares outline with Volunteer Manager for feedback
2
Milestone 2: Research & Analysis
  • Professional conducts online research and analyzes information
  • Professional drafts a research report and creates a list of sources
  • Volunteer Manager provides feedback, which Professional incorporates
  • Professional conducts an additional round of research (if necessary)
3
Milestone 3: Report Findings
  • Professional delivers research and shares findings with Volunteer Manager
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About the org

Tax-Aid
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Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Megan provided relevant research and saved us time!
Jill S.
Jill S.

Executive Director

Online Research Project

(No testimonial has been submitted by Megan)
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