Organizational Effectiveness Assessment

Part 1 · Your Organization

Tell us about your organization

These questions help us understand your organization’s size and complexity. There are no right or wrong answers.

Part 1 · Constituent Base

Approximately how many active donors, members, contacts, or constituents support your organization?

Fewer than 250 250–999 1,000–4,999 5,000–9,999 10,000 or more Not sure

Part 1 · Volunteer Base

Approximately how many active volunteers does your organization coordinate?

None 1–25 26–100 101–250 More than 250 Not sure

Part 1 · Regular Users

How many people regularly need access to your organization’s information?

1 person 2–5 people 6–10 people 11–25 people More than 25 people Not sure

Part 1 · Annual Fundraising

Approximately how much does your organization raise annually?

Less than $50,000 $50,000–$249,999 $250,000–$999,999 $1 million–$4.9 million $5 million or more Prefer not to answer Not sure

Part 1 · Operational Activities

Which activities does your organization manage in addition to fundraising?

Events Volunteer coordination Membership Grants Programs or services Board or committee activities Marketing and communications Other Fundraising is our primary activity

Part 1 · Fundraising Activity Volume

How many fundraising campaigns, events, or appeals does your organization typically conduct each year?

1–2 3–5 6–10 11–20 More than 20 Not sure

Part 2 · Your Current Tools

How Does Your Organization Operate Today?

These questions help us understand how your organization manages information and gets work done today, including the tools and processes your team relies on. They are not included in your effectiveness score.

Part 2 · Current Tools

Which types of tools currently hold or manage your organization’s information?

Donor or fundraising software Volunteer or membership software Email marketing software Accounting software Project or task-management software Spreadsheets Shared documents or cloud storage A custom database Paper or manual records Other

Part 2 · Technology Setup

Which statement best describes your current technology setup?

Most information is managed in one primary platform We use several connected platforms We use several platforms with limited connections We rely mainly on spreadsheets or manual processes We are currently changing systems Not sure

Part 2 · Where Information Is Found

When someone needs current organizational information, where do they usually look first?

One primary platform More than one platform A spreadsheet or shared document Email or internal messages They ask another team member It varies depending on the information Not sure

Part 2 · Duplicate Data Entry

How often is information manually entered into more than one tool or location?

Rarely or never Sometimes Often Not sure

Part 3 · How You Operate

How well do your current processes support the organization?

Select the answer that best represents your organization’s present situation.

Part 3 · Centralized Information

To what extent can authorized staff, leadership, and board members quickly access current information from the same source?

Not Yet Partly Fully

Part 3 · Reporting and Decision Support

To what extent can staff, leadership, and board members readily access accurate, current information to monitor progress, understand results, and plan for future work?

Not Yet Partly Fully

Part 3 · Timely Follow-Up

To what extent does your organization consistently follow up with donors, volunteers, members, and other supporters on time?

Not Yet Partly Fully

Part 3 · Organizational Coordination

To what extent does your software give staff, leadership, and board members visibility into responsibilities and organizational progress?

Not Yet Partly Fully

Part 3 · Effective Automation

To what extent are recurring reminders, acknowledgements, follow-ups, and reports completed automatically?

Not Yet Partly Fully

Part 3 · Volunteer Coordination

To what extent can your organization efficiently manage volunteer communications, schedules, and participation?

Not Yet Partly Fully

Part 3 · Institutional Knowledge

To what extent are fundraising practices, procedures, lessons learned, and other useful organizational knowledge documented and available for future use?

Not Yet Partly Fully

Part 3 · Operational Continuity

To what extent does your system provide the visibility and data needed to continue essential work and make decisions when a key person is unexpectedly unavailable?

Not Yet Partly Fully

Part 3 · Platform Readiness

To what extent can your organization provide the staff time, leadership support, and board commitment needed to learn a new platform and establish the processes required to use it effectively?

Not Yet Partly Fully

One last step

Where should we send your roadmap?

Your answers are complete. Tell us who the roadmap is for, and we’ll show it immediately and email you a copy.

Organization Name

Your Name

Email

Phone optional

We’ll use this information to deliver your assessment result and help you explore the right CG Signals package.