Answer yes or no. Count the noes. Anything over six in a single section is where your next quarter's operational work is, regardless of which system you use.
Operating model
Donor operations readiness assessment
Twenty-four questions across five areas. Score yourself before you evaluate any software, including ours.
Takeaway
If you score above 18, your problem is process, not software. Fixing process first makes any migration cheaper.
The template
Tick items on screen, or print this page — the checklist is laid out to print cleanly.
Keep reading
Related to this
Operating a recurring giving programme with two staff
Owners, cadences and escalation rules for a monthly programme that does not depend on heroics.
Reconciliation readiness checklist
Twenty-two checks across data model, process and controls. View on screen or print.
Donor data hygiene workbook
A structured audit of duplicates, households, recognition and consent, with the questions to ask each time.
Design-partner program
We write these from partner sessions
If this matches your week, a working session is the fastest way to make the product fit it. Partners see the honest status of every module and are never charged for a prototype.