Needs Assessment

Please fill out the following questionnaire regarding your organization's needs.
Based on your input, I will respond to you by email within 24-48 hours to make recommendations.

I look forward to hearing from you!

Your Name:

E-mail:

Phone:

Organization Name:

Web site:

Please check your needs in the following three areas of development:

Research Needs

	Case for support (data to support need statement in grant proposals, direct mail campaigns, marketing materials)
	Research support for making strategic and informed decisions related to fundraising, marketing, and technology development

Fund Development Needs

	Grant research
	Proposal editing
	Proposal writing
	Budget development
	Proposal management
	Program design support
	Funder reporting assistance

Technology Support Needs

	Data collection and reporting systems for capturing information about your program participants, community and your accomplishments
	Web site content management (blogs, audio files, podcasts, video, publications, events, eNews)
	Podcast implementation
	Email newsletters – initial setup, design, launch and management
	Tools for donor and constituent relationship management.
	Web-based database: secure tool for managing clients/cases, tracking outcomes, and automating data collection and report generation.

Questions (please answer as many as you can)

1. What are your organization’s mission and vision?

2. When was your organization formed?
Do you have 501(c)3 status or a fiscal sponsor?

3. What services do you offer? Do you have multiple programs?

4. What are your overall fundraising goals and expectations?

5. What are your fundraising goals specific to foundation and government grants?

6. Do you have a donation button on your Web site so site visitors can donate securely to your organization? Please describe.

7. Do you use Internet-based fundraising or marketing tools? Please explain.

8. What is your timeline/schedule for fund development projects?

9. What fundraising materials have you developed?

10. Do you have current prospects or applications due in the near term?