Assessment

Question 1 of 15

Which best describes your organization? *

Small business

Nonprofit or charity

Social enterprise

Other

How many full-time equivalent staff do you have? *

1–5

6–15

16–50

50+

How often do you rely on paper/spreadsheets for core operations? *

Never

Sometimes

Often

Always

Do leadership or staff regularly work 50+ hours per week? *

No

Occasionally

Frequently

Are key processes documented and consistently followed? *

Fully

Partially

Barely

Not at all

How well does your current technology and tool stack fit your needs? *

Excellent fit

Good fit

Fair — some gaps

Poor fit or outdated

Our data is trusted and easy to report on. *

Strongly agree

Agree

Disagree

Strongly disagree

How many opportunities have been lost in the past year due to limited digital or operational capacity? *

None

1–2

3–5

6 or more

How would you describe staff turnover or burnout in the past 12 months? *

None

Low

Moderate

High

How clear are roles, responsibilities, and delegation in your organization? *

Clear and consistent

Somewhat clear

Unclear in places

No system in place

Does your team have the time and capacity to adopt new systems or processes? *

Yes — we have capacity and support

Somewhat — it would be a stretch

No — we are at or beyond capacity

Are funding or cash constraints limiting your ability to invest in systems or training? *

No constraints

Some constraints

Moderate constraints

Severe constraints

How ready is your leadership to invest in efficiency as a form of capacity building? *

Highly ready — it's a priority

Moderately ready — open but cautious

Not yet ready

Does your team operate from a shared strategic plan or roadmap? *

Clearly defined and actively used

Informally understood but not documented

Loosely referenced or out of date

Unclear or absent

How would you describe your financial tracking and reporting? *

Fully automated and accurate

Mostly reliable with minor gaps

Sometimes delayed or inconsistent

Frequently reactive or after the fact

No real system in place

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Organization

Operations and capacity partner for small businesses and nonprofits. We find the friction in your day-to-day work and build clearer systems that last.