Fifteen elements separate organizations ready to launch a campaign from those that are not yet. This guide shows you how to find out where you stand.
The Campaign Readiness Assessment is a short interactive tool. You mark where your organization stands on each of fifteen foundation elements, and your readiness report writes itself as you answer — including a short list of what to shore up first.
Successful fundraising is built on a strong foundation. This is the fastest way to see yours plainly, before a campaign puts weight on it.
Press Copy report, then take it one of two places. Open ChatGPT, Claude, or any AI assistant, paste it in, and ask it to help you prioritize the gaps and draft a plan — your report becomes the starting point for a working session. Or send it to Anne Murphy and talk through your campaign with the person who built the assessment.
The assessment is free and yours to share. Every board considering a campaign should see its own readiness picture before it votes on a goal.
Start the Campaign Readiness Assessment →
Talk through a fundraising question with Anne. She’ll help you make sense of the situation and decide what to do next. You get clear next steps, the replay, and a follow-up playbook.
Use it to prepare for decisions about a campaign goal or public launch. Staff and board members can complete it to compare their understanding of the organization’s preparation.
Choose Needs Further Research when you lack sufficient evidence. The resulting report helps identify the information or decisions your team needs to address.
Discuss the unresolved questions and assign responsibility for gathering information or making decisions. You can use the report in a conversation with Anne about the preparation your campaign requires.
