Yes Yes Yes No No No Does the organization have Unsure Unsure Unsure the capacity to provide this service to our clients? Notes: Notes: Could our clients access this Yes Yes Yes service? No No No E.g., is it available, can the Unsure Unsure Unsure organization accommodate more clients, is it Notes: Notes: Notes: accessible? Yes Yes Yes Would this service be a good No No No fit for our clients? Unsure Unsure Unsure E.g., is it tailored for our client group? Notes: Notes: Notes: Should we work with this Yes, candidate for partnership Yes, candidate for partnership Yes, candidate for partnership organization to provide Yes, candidate for referral Yes, candidate for referral Yes, candidate for referral services? No No No Unsure Unsure Unsure If yes, should we our refer clients to it or partner with it Notes: Notes: Notes: to provide this service? Note—if you are unable to answer any of the previous questions, list out the remaining questions or items for follow-up.
Does the organization have the capacity to provide this service to our clients? Yes No Unsure Notes: Yes No Unsure Notes: Yes No Unsure Could our clients access this service? E.g., is it available, can the organization accommodate more clients, is it accessible? Yes No Unsure Notes: Yes No Unsure Notes: Yes No Unsure Notes: Would this service be a good fit for our clients? E.g., is it tailored for our client group? Yes No Unsure Notes: Yes No Unsure Notes: Yes No Unsure Notes: Should we work with this organization to provide services? If yes, should we refer our clients to it or partner with it to provide this service? Yes, candidate for partnership Yes, candidate for referral No Unsure Notes: Yes, candidate for partnership Yes, candidate for referral No Unsure Notes: Yes, candidate for partnership Yes, candidate for referral No Unsure Notes: Note—if you are unable to answer any of the previous questions, list out the remaining questions or items for follow-up.
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