Initial Insights Questionnaire

Completing this brief assessment gives BrightDot a quick overview of where your organization stands. These insights help us determine the best starting point for building a strategic roadmap tailored to your needs.

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Name
I am sometimes overwhelmed by the needs and challenges our organization faces.
We have a well defined mission statement and vision that is understood by our staff, board and volunteers.
We have an 'elevator speach' that is clear and used by our staff, board and volunteers.
We have an up to date strategic plan.
The board is actively engaged and involved.
There are clear and written expectations for board members.
Board members have the capacity to make major gifts to our organization.
Our staff has professional development opportunities available.
We have sufficient staff in our development office.
We have an annual development plan that is used by our fundraising team.
We have a Major Gifts fundraising program in place.
We have an up to date list of our top 25 qualified, major donors.
We rely on Special Events fundraising to support our budget.
We have reliable records of our donors' giving history.
We have a database that includes a history of our engagement with our donors (such as events attended, visit notes) and contact information.
Our fundraisers have portfolios and an accountability system to measure results.
Our fundraising has increased by 10% of more each of the past 3 years.
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