Which Stage Are You?

1
How long have you been operating?* This field is required.
Less than a year
1-5 years
5-10 years
10+ years
2
Check all existing fundraising currently in place.* This field is required.
Annual Fund Campaign
Monthly / Recurring Giving
Planned / Estate Giving
Major Gifts Program
Event Fundraising
Direct Mail Campaigns
Giving Tuesday
Matched Giving
Corporate Giving
Capital Campaigns
Grants / Institutional Giving
Program or Service Revenue
3
Check all existing infrastructure currently in place.* This field is required.
Written Policies and Manuals
Staff
Onboarding and Training
Databases
Donor / Constituent Management System
Program Evaluation
Goals & Success Metrics
Multi-year strategic planning
Feedback mechanisms from staff, volunteers, community stakeholders
Community stakeholder involvement in strategic planning
Budgeting and cash management systems
Prospecting & Researching
Volunteers
4
How well does your team trust the existing infrastructure and direction of the organization?* This field is required.
Extremely Well
Some trust issues, mostly miscommunications
We don't have a trusting culture at all
Not sure, never thought about it
5
What is the general attitude of the full team?* This field is required.
Still Learning & it's exciting.
Things are a little stale, we've always done things this way.
Constantly putting out fires
We have started to anticipate the fires...
What fires? That's crazy!
6
How well does your team adapt to change?* This field is required.
Not great at all
They've never had to deal with changes before
They do alright, we're all trying our best
Not too bad actually!
Fantastic! They welcome any chance to see if there's a better way!
7
Generally, where would you say you are with your finances?* This field is required.
Pretty much constant debt management
I have no clue how things are funded
We have a steady revenue between fundraising and programs
We struggle to find programs and services to fit our budget so we don't get a smaller budget next year.
We struggle with setting a budget that works for our needs.
8
Please check all that apply to your existing team.* This field is required.
We have adequate staffing
We need more staff desperately
Each staff member wears multiple hats
It's just me, help!
We have a well organized working board system with multiple committees
Our staff is diverse and is representative of the communities we serve
Our board is diverse and is representative of the communities we serve
We have full, well paid teams with an even, makes sense, workload distribution
We have low turnover
We have high turnover
9
Please check all that apply to your existing organizational structure* This field is required.
It's very hierarchal
It's very top heavy
We use a team based, collaborative structure
Not sure, the structure is confusing at best. I don't even know who I report to!
Very small, we all do our best
Very rigid, direct report system
There's a lot of crossover and it can be both collaborative and confusing
It exists, but not very well communicated
10
Calculation
11
You are most likely in the "create" stage!This means that more than likely you still have some processes and infrastructure to establish to really help provide a baseline for you to eventually become sustainable. Click on image for a link to resources to help get you from here to sustain.
12
You are most likely in the "sustain" stage! This means that more than likely you are established and know who you are and your "why" within the systems you work in. Now is the time for you to become truly sustainable so you can continue your mission for years to come. Click on image for a link to resources to help get you from here to a place where you are ready to grow.
13
You are most likely in the "grow" stage! This means that more than likely you are sustainable and read / willing to accept change and growth. Things might be a little stale, or maybe you have enough resources to reach your bigger dreams and strive for even bigger impact. Click on image for a link to resources to help you grow!
14
How simple was this evaluation?
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