Campaign Readiness Assessment Beta

Successful fundraising is built on a strong foundation. Without overthinking it, mark where your organization stands on each element. The tool gives you an honest read and a short list of what to shore up first.

How to use this assessment

Work down the fifteen elements and mark each one honestly. There is no passing score — the value is seeing where your foundation is solid and where the gaps are. Your readiness report updates as you go. Copy or download it when you are ready, and bring it to a strategy conversation.

Step 1

Tell us about your organization

This sets the header on your report. Both fields are optional.

Step 2

Mark where you stand on each foundation

Fifteen elements that separate organizations that are ready to launch from those that are not yet.

0 of 15 marked
Next step

Turn the read into a plan

The gaps are the work. A short strategy conversation turns this snapshot into a sequence — what to build first, and what can wait.

This assessment is a starting point, not a verdict. Most organizations have gaps. Knowing which ones to close first, and in what order, is the difference between a campaign that stalls and one that launches.
Output

Your Readiness Report

Your report builds itself as you mark each element below. When you are ready, here is how to put it to work.

1. Keep the conversation going. Press Copy report, then open ChatGPT, Claude, or any AI assistant and paste it in. Ask it to help you prioritize the gaps, draft a plan, or think through your next move. Your report becomes the starting point for a working session.
2. Save it for later. Press Download to keep the report as a file. Share it with your board or leadership team, or bring it to a strategy conversation.
3. Talk it through with Anne. When you want a human read on what to tackle first, schedule an executive briefing. We will turn your report into a clear sequence — what to build first, and what can wait.
Schedule a briefing