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SECTION 1: Leadership Alignment & Capacity

• Do your leaders share a common understanding of the organization’s mission and strategy?

• Are leaders accessible, communicative, and open to learning/coaching?

• Is your leadership team equipped to support a shift from transactional to transformational fundraising?

• How often do you talk about vision vs. just operations? (5 = all the time; 1 = rarely)

Subtotal (out of 20):

SECTION 2: Board Engagement & Accountability

• Does your board actively fundraise, donate personally, and tell your story externally?

• How comfortable is your board with advocating for your mission publicly, will they confidently talk to decision makers and strangers about your impact?

• Do your board members understand their unique roles in sustaining the organization?

• Does your board evaluate its own performance and growth?

Subtotal (out of 20):

SECTION 3: Fundraising & Resource Strategy

• Is your fundraising program proactive or reactive? (5 = proactive)

• Are you overly reliant on one or two revenue sources? (5 = diversified)

• Do you have a written, board-approved fundraising plan?

• Are your donors inspired by your “why” or just your “need”?

Subtotal (out of 20):

SECTION 4: Team Communication & Culture

• Is internal communication clear, timely, and values-aligned?

• Do staff feel psychologically safe to offer feedback or push back?

• Do staff feel psychologically safe to offer feedback or push back??

• Are meetings and decisions rooted in shared values and collaboration?

Subtotal (out of 20):

SECTION 5: Mission & Program Effectiveness

• Are your programs clearly aligned with your stated mission?

• Can you clearly articulate your impact beyond outputs (i.e., not just meals served, but lives changed)?

• How often do you pause to evaluate what's working—and what’s just habit? (5 = regularly)

• Are staff and stakeholders proud of the mission and motivated to tell your story?

Subtotal (out of 20):

SECTION 6: Equity, Access & Community Voice

• Are the people most affected by your work involved in shaping it?

• Do your services reflect the diverse needs of your community?

• Are your systems built for access, or are they unintentionally exclusionary?

• Do you invite honest community feedback—and act on it?

Subtotal (out of 20):

SECTION 7: Tools, Tech & Infrastructure

• Do you have the CRM, data tracking, and communications tools needed to build long-term relationships?

• Are you tracking and measuring the right data for impact and fundraising??

• Do your internal systems support your staff or burn them out? (5 = supportive)

• Is your technology accessible, up-to-date, and integrated into decision-making?)

Subtotal (out of 20):

Total points (out of 140):

If nothing changed in your organization for the next 3 years, would you feel proud of the direction you’re headed?

YesNoNot Sure