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🔴 Most fundraising functions are managed in basic MS Word applications like- MS Excel, PowerPoint etc. and no specific fundraising management software is in use
Poorly developed: Technology is yet to be introduced as an optimiser in fundraising...
🟠Technology platforms are used for both donor and financial management but the platforms require more development and automation
Under developed: Limited technology use for a few back office activities only. ...
🟡 Some technology platforms (like a grant management tool- e.g. Salesforce, Fluxx etc.) are operational to manage grants and run basic financial and program implementation reports only
Developing: High need areas are covered only. Reflection: Are we aware of som...
🟢 Well-developed diversified technology platforms & tools are used to both elicit and solicit audience/prospects & develop reports, analytics etc, manage all donations & donors
Highly developed: Advanced technology use in fundraising operations. Reflection...
🔴 Do not have any means or mechanism to gather intelligence
High risk: Does not use any form of market intelligence in fundraising function. ...
🟠Mainly dependent on a few key people and individual networks
Under developed: Market intelligence is limited to certain human connections. Re...
🟡 We do have some online subscriptions for automated funding alert and the fundraising team is well served by it
Developing: Minimal mechanisms are in place to gather necessary basic data. Refl...
🟢 All the primary market intelligence (competitive and product intelligence, market and customer understanding) are made available through systemic intelligence gathering mechanisms
Highly developed: Strong systems and processes are in place to best gather accurate...
🔴 The Board is hardly involved in improving fundraising work; does not consider fundraising tasks as important and do not talk about it
High risk: Address the issue ASAP with the Board. Reflection: Reach out to Board more eff...
🟠The Board demonstrates a no-nonsense, aggressive, results-oriented focus on fundraising
Under developed: The Board may become more effective if it can find a more creative and constru...
🟡 The Board generally demonstrates passive coordination of fundraising work
Developing: The Board may be under utilised and the issue demands attention. Reflection: ...
🟢 The Board raises funds and is generally considered to demonstrate mentoring, facilitating, or nurturing fundraising work
Highly developed: Board involvement and its optimal use for fundraising is evident. Reflec...
🔴 Targets and objectives are not clear or incoherent or does not exist
Poorly developed: Low awareness on the advantages of having proper outcome-oriented g...
🟠Mostly short-term and renegotiated, and not linked to overarching program goals
Developing: Goals are short term and market (income need vs expenses planned) drive...
🟡 Mostly multiyear and linked to aspiration
Fairly developed: Goals exist and are mostly driven by funding need. Reflectio...
🟢 Outcome related targets exist, have actual milestones that are consistently adopted; have clear long-term goal that is both actionable and linked to overall vision and mission
Highly developed: Very strong processes are in place for goal setting. The ambition...
🔴 Choice is determined by budget availability, market conditions (economy and talent pool)
Poorly developed: Fundraising is more guided by prevailing limitations, and is poss...
🟠Choice is determined by Board directives or leadership suggestions - not necessarily guided by evidence-based decisions
Under developed: Fundraising decisions are mostly top driven and may also be limite...
🟡 Traditionally we have been doing well with grant fundraising and have several multiyear grants and unrestricted funding arrangements as well
Fairly developed: There are a variety of funding arrangements and multiple distinct...
🟢 Choice is determined by various types of fund requirement, motivation of the donor and a vision towards holistic organisational development
Highly developed: Fundraising choices are guided by a larger and deeper strategic u...