Readiness check

Where does your organization actually stand?

Fifteen questions, about five minutes. You get your result on the screen straight away, with no email required: two scores, what they mean, and three things you can do this month. Built for associations and nonprofits.

Step 1 of 3

A little about your organization.

This only shapes how I read your answers. Nothing is sent anywhere unless you choose to at the end.

What kind of organization are you?
How many staff?
How many members, donors or constituents do you track?
Your role
About a minute
Step 2 of 3

Your systems and your data.

Honest answers beat flattering ones. Nobody sees this but you unless you send it.

What is your main membership or donor system?
Which other systems hold information about the same people? (tick all that apply)
If the board asked today for an exact count of active members or donors, one that finance would agree with, how would that go?
Does each person have one ID across your systems?
Where do your reports come from?
Step 3 of 3

How your team works with AI.

These four questions come straight from what separates the organizations getting real results from AI in the largest recent nonprofit survey.

Who owns how your organization uses AI?
Do you have an AI use policy?
When someone finds a way of using AI that works, what happens?
How do you know whether AI is helping?
What is the biggest thing on your plate right now?
When do you need to act on it?
Your result

Team practice
An owner, a policy that says what's allowed, a shared record of what works, and measurement.
Data foundation
Whether you can get a trusted number, one ID per person, and reports that combine your systems.

Three things to do this month

    This score is a starting point for a conversation, calculated in your browser from your answers. It is not an audit.

    Optional

    Want a copy, or a second opinion?

    Send your answers and I'll email you this result. If you'd like, I'll read them myself and get back to you personally, usually within two business days.

    Want the full picture instead? The 21-Day Stack Assessment is the in-depth version of this check: a fixed-price engagement that maps every system, vendor contract and data source, and ends with a prioritized plan your board can read.