The "Mission Driven Flow" Systems Self Audit

This is a 5 minute multiple-choice quiz with just 9 questions. There is no wrong answer; just pick the one that best suits your organization.

Phone *

Organization

Email *

State

What is your title in the Organization? *

Full Name

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Donor & Funding Flow

When a new donor gives a gift, how do you send the initial "Thank You" and tax receipt?

Manually via email/mail

A regularly scheduled monthly email.

Instantly & Automatically

How long does it take you to pull a report of all lapsed donors from the last 18 months?

Days of searching spreadsheets/emails

Hours of searching our main system

Minutes via a centralized dashboard

How many different systems do you use to track communications with your top high-value donors?

3+ systems (e.g., email, personal phone, separate CRM)

2 systems

1 centralized system

Volunteer & Team Coordination

How often do volunteers or staff ask questions that are documented in an SOP/manual?

Daily. I am the "Go To"

Weekly/ Depends on the events - The documents are hard to find.

Rarely. Our Volunteer Portal has everything.

When a new volunteer signs up, how do they receive their necessary paperwork and training schedule?

I send it manually via email

A team member sends it manually

An automated sequence sends them everything

How often does a key action item (like an event follow-up or a grant deadline) get missed due to lack of tracking?

Often. I rely on my memory

Sometimes. We rely on shared documents

Never. We have automated task assignment

Mission Delivery & Reporting

If you received a surprise grant, could you handle a 50% increase in beneficiaries/program demand without hiring new staff?

Absolutely not. The system would break

Maybe, but with significant stress.

Yes, our systems are built to scale

How long does it take to gather the essential metrics (donation totals, active volunteers, program success rate) for a Board Report?

Days of manual data collection

Hours of running multiple reports

Minutes from one single dashboard

How confident are you that your communications (emails/texts) sent to all your beneficiaries are compliant and tracked?

Not confident

Somewhat confident

Very confident. It's centrally managed