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Believe LA - Planning Center Solutions


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1. Project Summary

Rooted Software is excited to partner with Believe LA. At Rooted’s core is the desire to enable churches and ministries to leverage technology in a more efficient and sustainable way. We are committed to serving and assisting your team throughout this implementation and optimization process for Planning Center.

As we approach each module, we’ll begin with consulting. Each module consultation will include up to 3 discovery calls with your team; during these calls we will assess what is currently working well in a module and what could be strengthened. We will provide recommendations for optimizing each module and work with you to develop an implementation plan that meets the needs of your staff and ministry. After consulting, we’ll move to implementation. Our Planning Center Solutions team will work on carrying out each of the strategies we discussed during our consultations. We will have up to 3 quality assurance calls with your team during this phase to ensure that we’re optimizing your account in a way that is efficient and sustainable for you. Finally, we’ll provide module training. This phase includes up to 2 live training sessions for each module along with a final Q&A session. These customized training sessions will focus specifically on strategies Rooted Software helps you create and implement. The final Q&A will include a handoff of account management to your team, indicating that your module is ready to go live.

In addition to these project-specific tasks, our team provides a dedicated project manager for your project, who will ensure that your custom-built project plan and schedule are maintained, communication between our teams is regular and clear, and other project details are tracked and documented.
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2. Statement of Work

2.1 People Module

Consultation
1 kickoff call to establish expectations
up to 3 discovery calls to explore client’s needs and goals; identify pain points; gather requirements; develop strategies to enhance client’s use of the People module; strategize needed workflows, lists, etc.
1 final call to collaborate on strategies for optimization
Implementation
implementation and optimization of account based on consultation calls (workflows, lists, and other strategies discussed in consultation)
1 quality assurance call with client to review implementation and optimization
continued work on implementation and optimization
1 final quality assurance call with client to review implementation and optimization
Rooted Software will make final changes in implementation and optimization based on our final quality assurance call (if needed)
Training
up to 2 customized, live training sessions for staff/volunteers; in the training, Rooted Software will show client how to sustainably use the workflows, lists, and other strategies connected to their account; training sessions will focus primarily on strategies that have been implemented with our Planning Center Solutions team
1 final Q&A call; this call will conclude the implementation and training phase for the People module unless otherwise specified

2.2 Check-ins Module

Consultation
1 kickoff call to establish expectations
up to 3 discovery calls to explore client’s needs and goals; gather requirements (events, stations, labels, tech needs, etc.); develop strategies to enhance client’s use of the Check-ins module
1 final call to collaborate on strategies for optimization
Implementation
implementation and optimization of account based on consultation calls (events, stations, labels, etc.)
1 quality assurance call with client to review implementation and optimization
continued work on implementation and optimization
1 final quality assurance call with client to review implementation and optimization
Rooted Software will make final changes in implementation and optimization based on our final quality assurance call (if needed)
Training
up to 2 customized, live training sessions for staff/volunteers; in the training, Rooted Software will show client how to sustainably use the stations, labels, events, and other strategies connected to their account; training sessions will focus primarily on strategies that have been implemented with our Planning Center Solutions team
1 final Q&A call; this call will conclude the implementation and training phase for the Check-ins module unless otherwise specified

2.3 Project Management

Rooted Software will provide a dedicated Project Manager who will...
Serve as the primary point of contact for the client’s implementation of Planning Center
Prepare, manage, and communicate a project timeline with milestones based on the agreed upon projected launch date
Provide access to an online project management platform for the client to track and access project timeline and resources.
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3. Implementation Timeline

Name
Start Date
End Date
Select list
1
Project Kick-off
3/5/2024
3/8/2024
​
2
People Module
3/6/2024
5/6/2024
People
3
Check-ins Module
4/15/2024
5/17/2024
Check-ins
There are no rows in this table
⁠
Project Kick-off
People Module
Check-ins Module
2020
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2021
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2022
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2023
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2024
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2025
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2027
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2028
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Project Kick-off
People Module
Check-ins Module
Year
TodayFit
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4. Pricing Structure

4.1 Estimated Implementation Breakdown
0
Item
Unit Cost
1
People Module Consultation
$750.00
2
People Module Implementation
$1,500.00
3
People Module Training
$350.00
4
Check-ins Module Consultation
$750.00
5
Check-ins Module Implementation
$1,000.00
6
Check-ins Module Training
$350.00
There are no rows in this table
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Estimated Total Implementation Cost

⁠
$4,700.00
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⁠
4.2 Payment Schedule
0
Month
Amount
1
Due at Signing
$1,400.00
2
April
$1,100.00
3
May
$1,100.00
4
June
$1,100.00
There are no rows in this table
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5. Contract Terms and Conditions

Terms and Conditions: The terms and conditions governing this engagement, including service levels, response times, and any additional charges, are outlined
HERE
⁠
.
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6. Acceptance & Signatures


If you accept the project summary, scope, pay schedule, and terms as listed above, please use the e- signature function below to proceed. Please reach out to Benjamin Armstrong with any questions or concerns.

Customer Representative Name & Title




Customer Representative Signature




Rooted Software Representative Name & Title




Rooted Software Representative Signature

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