Project

Tax Preparation Outreach Program

Created By

Jane Doe

Date

January 24th 2024

Phone

Your Phone Number

Email

[email protected]

Mission

This project aims at training volunteers and setting up a free tax preparation service for individuals with a low income. The project involves building training manuals, workshops for volunteers, marketing of the free services, scheduling of the volunteers, establishing a tax preparation facility, meeting up with clients to prepare five hundred tax returns and collection of feedback. The main aim is to help five hundred individuals file their taxes by June 20th 2024 on a $7000 budget funded by a non-governmental organization.

The mission is to create a program that reaches out and provides free tax preparation services to low-income individuals in the community.

Objectives

· To Provide tax preparation services to at least 500 low-income individuals or more.

· To Increase the people’s awareness on free tax preparation services in our community

· To Recruit and train volunteers in order to prepare basic tax returns

Deliverables

· Tax preparation services for 500 individuals or more

· Marketing materials including flyers, social media graphics, emails and hashtags

· Training manual and 4 training workshops for volunteers

Stakeholders

· Jane Doe, Project Manager

· John Smith, Executive Director of Community Center (Project Sponsor)

· Mary Johnson, Volunteer Coordinator

· 25 tax prep volunteers

· Local low-income individuals

Roles and Responsibilities

· Jane Doe responsible for overall project management

· John Smith provides funding and approves major decisions

· Mary Johnson recruits, trains, and manages volunteers

· Volunteers prepare tax returns

High-Level Work Breakdown Structure

Prepare 1.1 Develop training manual 1.2 Recruit volunteers 1.3 Hold volunteer training workshops

Market 2.1 Design marketing materials 2.2 Distribute marketing materials

Provide Services 3.1 Schedule volunteers

3.2 Set up tax prep facility 3.3 Provide tax preparation services 3.4 Gather client feedback

Project Milestone

April 15, 2024 – Completed 500 tax returns

In-scope and out of scope

Tax preparation, Training volunteers, Marketing of services

Legal advice, Tax planning, Tax appeals

Assumptions

Able to recruit 25+ volunteers with basic tax knowledge

Local community center grants usage of their facility

Communications

Weekly team meetings, Volunteer email group, Shared folders

Risks

Not enough volunteers, technical issues, Demand exceeds capacity

Documentation

Shared project folder on internal network

Budget

$7,000 funded by QPR Nonprofit

Doc Number

XXXX

Version

XX

Print Date

11/1/02

Page

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