Initial Project Discussion

Have a great idea, but unsure of a next strategy for engaging CU*Northwest to help determine what project expertise may be offered? Not a problem, this is exactly what our team  is here to do – assist you in helping round out your project vision, design techniques, and managing your project – as based on your terms. Simply contact a representative here, and we will reach out to you to initially review your project thoughts and help determine an initial strategy for getting started!

Additional information


Do you potentially have a builder’s soul? To us, it represents having a desire for wanting to design and build something for yourself. It doesn’t necessarily mean you having every resource available for completing this process. More it’s a vision and spirit for wanting to drive the initiative forward on your terms – even if requires hiring certain expertise to completing the project. You can easily begin by simply contacting us to talk about your idea a bit further, we are here to help!

What You Will Get

Upon receiving your contact request, a team member will quickly contact you back to initially discuss your project idea, describe our processes for helping make your software vision become reality and answer any additional questions you may have.

What We Will Need

Really nothing to get started! If you are able to send us a high level overview or specification of your project idea, that is terrific. Otherwise, simply reach out to us to begin a collaborative discussion.

Next Steps

A first step is to complete a Special Request/Authorization form. This may be done by contacting a Client Services Representative or our other team members. This form is the trigger to gather details necessary for us to begin the evaluation process. It is very important to provide as many details to the CU*Northwest team as possible; the more thoroughly we understand your request, what technical considerations it will entail and your business expectations, the more quickly your project can move through the channels. Learn More about initiating special requests.

  • All requests to be reviewed by the Project Team
  • To allow us to track the status of a request, a project # will also be assigned in the Track*It System

Download a sample Special Project Request Form

It is also important to understand the custom development process should be a collaborative process for helping review project specifications and expectations. In most cases, there is considerable value to receiving different perspectives on various items throughout the research/ design and development life cycle. For example, as based upon a constantly changing business/ membership landscape, things that seem important one day may not be as important in the future. Sometimes, experts working on technical development may not fully understand the impact for how a custom project may be intended to be used by the end users. By regularly collaborating, and gaining outside opinions or perspectives may help identify potential issues and assist with the overall development process.

For assistance in writing specifications, please refer to our Tips for Writing Specs document. This guide references the following two templates:

  • The Specs Template is our teams official template for writing new technical specifications for programmers.
  • The Research Spec Template is our newest template designed to assist with custom projects during the research and development phase of a DIY/DIT request. It is used for large-scale projects where we want to have a high-level outline before writing the technical specification.



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