Operational Readiness Survey

Save my progress and resume later | Resume a previously saved form

Resume Later

In order to be able to resume this form later, please enter your email and choose a password.

Your Email:

A Password:

Confirm Password:

Organization Information

Organization Name

Street Address

City

States

Organization ZIP Code

Organizational Contact Information

First Name

Last Name

Phone

Edit section title

Outreach

Does your organization have a strategic plan?

We do not have a strategic plan.We have a strategic plan with measurable objectives.We are measuring implementation of our strategic plan initiatives.We are delivering on our strategic plan goals and we have a focus of collective action.

Do you have a technology plan or roadmap and an appropriate budget to support it?

We have neither a plan nor a budget.We have a designated IT budget, but no official IT plan.We have both a plan and a budget and we try to adhere to them.We consistently execute against our technology plan and budget and look for new ways to use technology to expand our programs.

Are you able to easily communicate about your programs with potential clients?

No, we have trouble getting the word out to the right people.Yes we have enough interest to keep our programs full.We maintain a wait list for people wanting to experience our programs.We are able to reach people via partnerships and innovative approaches to create high demand for our programs.

Serve

Does the organization have a theory of change that connects its programs and services with the community issues the nonprofit is addressing? Do each of your nonprofit programs and services have a logic model developed that contains inputs, activities, outputs, and impact outcome measures?

We do not have a theory of change or logic models.We have some aspects of a theory of change and logic models but not for all of our programs.We have a theory of change and program logic models, and we are trying to tie our program delivery to these models.We have a theory of change that clearly connects our programs and services to community impact. We can measure return on investment.

Has your organization developed short, intermediate, long-term impact outcome measures related to the logic models? Are you tracking and reporting on these measures on a regular basis?

We do not have defined outcome measures.We are measuring outcomes today in many ways, some are very manual (e.g. Excel).We regularly use automation to create key reports on our outcome measures.We have all of these items in place and we can identify the data elements that go into each key metric to create program scorecards, reports and dashboards.

Does your organization have a client/case management system? If so, does that system have integration capability with community platform?

Everything is manual; we have no formal client management system.We have a system to manage cases but it is not very efficient.We have a solid case management system with good reporting.We have a client management system that meets all of our needs and allows us to share data with other community service providers.

Do you have a solid technology foundation at your organization?

We have limited bandwidth and our backup and security are weak.We have intermittent bandwidth issues and we have concerns about security and backup.Our internet, security and backup infrastructure meets most of our needs.We are pleased with our bandwidth and confident in our backup and security practices.

Do you have productivity tools that allow you to save time and be effective?

We have regular issues with our email, file share and calendars.We feel that we could be more efficient with our email, file share and calendars.We have these services available for us on a consistent basis.Yes we have an aligned platform for cloud email, file sharing and calendaring.

Intake

Do you have effective online assessment tools?

We do not conduct assessments of potential clients.We have a manual and inefficient process for conducting client assessments.We have an efficient process for conducting client assessments that allows us to do as many assessments as needed and understand the results.We have an automated assessment that feeds directly into our client/case management database.

Are you able to easily refer people who are not a good fit for your program to other programs?

We are not able to easily make referrals to other organizations.We make referrals today but the process is manual and inefficient.We have an automated system to keep track of referrals.We have an online system for sharing information about clients with service delivery partners.

Perform

Do you have real-time reports and dashboards that drive decision-making?

We are able to produce reports but we are swimming in spreadsheets.Most of our data collection processes lead to good reports, but the information is not consolidated.We have real-time data that shows our impact and is used to improve our programs.We share our data with other organizations in order to organize collective action.

Fundraise

Does your organization have a system for managing financial donors, sponsors and grantors? Can you also track related fundraising information like volunteers and events?

We do not have a donor management system.We have a basic system for tracking donors.Our donor management system is effective and holds other key data in addition to donor info.Our system consolidates info about volunteers, grants, sponsors and events and has solid, real-time reports and dashboards.

Core Operations

Are you able to automatically balance donations with your accounting software?

Our systems are not in sync.We are able to produce reports that finance uses to balance the accounting system.Our donor management and finance systems are integrated.Our donor management system and accounting system are on the same platform.

Please tell us what software or services your organization is using to track the following data:

Case Management/Client ManagementBasic CRMDonorsEventsVolunteersEmail MarketingPeer-to-Peer FundraisingGrantsOnline GivingDonor Intelligence Solutions (Wealth Engine, Target Analytics, etc.)Business IntelligenceAccounting

What software does your organization use for Case Management/Client Management data?

What is the approximate annual cost for your Case Management/Client Management software?