This tool provides guidance about how you can create a client guide. Although you will know the specific details of your module, we have suggested some common items you might want to have in your guide.
What is a client guide?
This is a document or website that is available to all clients, and irrespective of the particular project in your module, gives a basic set of information to help the client understand what the module is about and what it will entail.
When is it used?
The guide needs to be available well before the module start date, ideally as soon as you have recruited your external collaborators. This will support the clients with information they may need throughout the process of their SEKE project.
Where is it accessed?
Using a website or webpage that your University has agreed to and has the appropriate logos and styles applied. The advantage is that the guide is seen as part of all other pages about courses and modules. The disadvantage is that you may find it difficult to update quickly and information may become outdated.
Using a separate website, such as a Google site. These are generally free, and you and your teaching team can directly create and amend the content without a series of detailed sign offs - although quality is of course important.
Using a shared drive. This is probably the easiest method. You can control who can see it, and invite comments by clients so that you can respond to their feedback. However this can often get lost among other documents and may become confusing if newer versions are uploaded on top.
Client guide template
Download the client guide template here. The headings in the template are suggestions to help you create your guide.
Example client guide
Click on the example here which is a Google Site for the client guide for module at the University of Portsmouth. See if the site can stimulate some ideas about what you want to put in your own client guide.
Now you have accessed the Client Guide template, you can edit this according to your module when working with external clients. This should give some insight into what information an external client may want to know, either before partnering with a university, or once they have been engaged to provide a project.