Technology Questionnaire - GroundWork group






	Nonprofit Technology, Education and Information Management Solutions. Realized.

Technology Questionnaire

Please email questions about this survey to info@groundworkgroup.org

* Denotes Required Field

Please answer the following questions related to the organization you represent:

*Name of Organization:

*Is your organization a nonprofit? Yes No

*Address 1:

Address 2:

*City:

*State:

*Zip:

*Business Phone:

*Primary Contact Email:

Organization Website:

*Organization Budget:

Under $100K	$1M - $5M	$20M - $100M
$100K-$500K	$5M - $10M	$100M +
$500K - $1M	$10M - $20M

*How many Employees does your organization have?

*How many Volunteers does your organization have?

*How many Clients/individuals does your organization serve each year?

*Which position do you hold within your organization?
Executive Director/CEO
Technology Director/Manager
Other, please specify:

*Does your organization conduct operations from multiple sites? Yes No

If you conduct operations from multiple sites, how many total sites do you have?

*Please estimate how much your organization spends on Technology annually:

$0	$500 - $1K	$5K - $10K	$25K - $100K
Under $500	$1K - $5K	$10K - $25K	$100K +

*How does your organization fund your Technology?
Grants
Budget allocations
Other, please describe:

*Please check the one category that best describes your organization.

Advocacy/Organizing	Housing/Community Development	Other Nonprofit
Membership/Association	Social/Human Services	Socially Responsible Business
Philanthropy/Foundation	Civic	Other Business
Education	Arts & Culture	If other, please describe:
Healthcare	Religious

#	Question:	Possible Answers:
Strategic Planning
SP1	Does your organization have a Strategic Plan?	a. Organization does not have a Strategic Plan.
		b. Organization has a Strategic Plan.
		c. Organization has a Strategic Plan that is updated on an inconsistent basis.
		d. Organization has a Strategic Plan that is updated on a regular basis.

SP2	How does your organization incorporate technology into the Strategic Plan?	a. Technology is not part of Strategic Plan or tied to the mission of the organization.
		b. Technology tied to the mission objectives but not part of Strategic Plan.
		c. Technology tied to mission objectives and part of Strategic Plan.
		d. Technology tied to mission objectives, part of Strategic Plan and is continually evaluated.

SP3	Does your organization have a sufficient budget for technology initiatives?	a. Technology seen as an operational expense of organization, Strategic Plan does not have sufficient budget for technology initiatives.
		b. Technology seen as an operational expense with some capital investment.
		c. Technology seen as a mix of operational expense and strategic investment.
		d. Technology seen as a strategic investment of organization, the Strategic Plan has sufficient budget for technology initiatives.

Marketing
M1	Does your organization have a Marketing Plan?	a. Organization does not have a Marketing Plan.
		b. Organization does have a Marketing Plan.
		c. Organization does have a Marketing Plan that is updated on an inconsistent basis.
		d. Organization does have a Marketing Plan that is updated on an annual basis.

M2	Does your organization have a website?	a. Organization does not have a website.
		b. Organization has a web presence that communicates mission of the organization.
		c. Organization has a web presence that markets the mission of the organization.
		d. Organization has an interactive web presence that markets essence of organization.

M3	How does your organization connect your website and hard copy marketing materials?	a. Organization only utilizes hard copy marketing materials.
		b. No consistency between website and hard copy marketing materials.
		c. Consistency between website and hard copy marketing materials.
		d. Consistency between website and hard copy marketing materials and is continually reviewed.

M4	How often does your organization update your web content?	a. Web content not regularly updated.
		b. Web content is updated on an inconsistent basis.
		c. Web content is updated on a consistent basis.
		d. Web content is continually updated and assessed to ensure it markets the essence of the organization.

Constituent Management
CM1	How does your organization manage your organization's constituent information?	a. Organization does not manage constituent information.
		b. Organization informally manages constituent information.
		c. Organization formally manages constituent information.
		d. Organization formally and actively manages constituent information.

CM2	Does your organization have constituent data quality or collection standards?	a. Organization has no constituent data quality or collection standards.
		b. Organization follows constituent data collection standards but quality is suspect.
		c. Organization ensures constituent data quality but collection standards are not consistent.
		d. Organization ensures constituent data quality and collection standards.

CM3	How does your organization utilize office productivity tools or a Constituent Relationship Management system?	a. Organization does not utilize office productivity tools or a Constituent Relationship Management system.
		b. Organization utilizes office productivity tools such as excel or access.
		c. Organization utilizes a Constituent Relationship Management system.
		d. Organization utilizes a Constituent Relationship Management system and actively manages and reviews constituent relationships.

CM4	How is Constituent Relationship Management part of your strategic planning process?	a. Organization does not include Constituent Relationship Management as part of strategic planning process.
		b. Organization includes Constituent Relationship Management as part of strategic planning process in a sporadic manner.
		c. Organization includes Constituent Relationship Management as part of strategic planning process in a consistent manner.
		d. Organization includes Constituent Relationship Management as part of strategic planning process, is continually reviewed to ensure that constituents are leveraged in the most effective manner.

Communications
C1	Does your organization have a Communications Plan?	a. Organization does not have a Communications Plan.
		b. Organization has a Communications Plan.
		c. Organization has a Communications Plan that is updated periodically.
		d. Organization has a Communications Plan that is updated on an annual basis and is continually reviewed to ensure technology is being utilized to the greatest extent.

C2	How does your organization utilize a Newsletter?	a. Organization does not create a Newsletter to communicate key messages.
		b. Organization creates a hard copy Newsletter to communicate key messages.
		c. Organization creates an eNewsletter to communicate key messages.
		d. Organization creates a periodic eNewsletter to communicate key messages.

C3	How does your organization use an automated email device?	a. Organization does not utilize an automated email communication device.
		b. Organization utilizes a simple automated email communication device.
		c. Organization utilizes an advanced automated email communication device to communicate key messages.
		d. Organization utilizes an advanced automated email communication device to communicate certain types of messages to specific audiences and constituents.

C4	How does your organization utilize social media tools to communicate key messages of your organization?	a. Organization does not utilize social media tools to communicate key messages.
		b. Organization does utilize social media tools to communicate key messages but not in an organized manner.
		c. Organization does utilize social media tools to communicate key messages in an organized manner.
		d. Organization does utilize social media tools to communicate key messages in a very strategic and organized manner.

Fundraising
F1	Does your organization have a Fundraising Plan?	a. Organization does not have a Fundraising Plan.
		b. Organization has a Fundraising Plan.
		c. Organization has a Fundraising Plan that is updated on an inconsistent basis.
		d. Organization has a Fundraising Plan that is updated on an annual basis.

F2	How does your organization utilize automated tools to manage fundraising effort?	a. Organization does not utilize automated tools to manage fundraising effort.
		b. Organization utilizes automated office productivity tools such as excel or access to manage fundraising effort.
		c. Organization utilizes automated fundraising management system.
		d. Organization utilizes automated fundraising management system that is integrated with organization's financial system.

F3	How does your organization conduct fundraising events?	a. Organization conducts fundraising events in a manual manner.
		b. Organization conducts fundraising events by utilizing office productivity tools.
		c. Organization utilizes automated fundraising registration tools to manage events.
		d. Organization utilizes automated fundraising registration tools to manage events and are integrated with fundraising and financial systems.

Service Delivery
SD1	How is technology incorporated into your service delivery model?	a. Technology is not incorporated into service delivery model.
		b. Basic technology such as office productivity tools are incorporated into service delivery model.
		c. Advanced technology such as service delivery systems are incorporated into service delivery model.
		d. Advanced technology is incorporated into service delivery model and is continually analyzed to ensure highest level of service.

SD2	How does your organization incorporate mobile computing into your service delivery model?	a. Mobile computing is not incorporated into service delivery model.
		b. Mobile computing is incorporated into some limited aspects of the service delivery model.
		c. Mobile computing is incorporated into all aspects of the service delivery model.
		d. Mobile computing is incorporated into service delivery model and is continually analyzed to ensure highest level of service.

SD3	How does your organization conduct research and development of technology solutions to further enhance your service delivery model?	a. No research and development of technology to further enhance service delivery model.
		b. Informal research and development of technology to further enhance service delivery model.
		c. Formal research and development of technology to further enhance service delivery model.
		d. Research and development of technology is continually conducted to look for ways to enhance service delivery model.

SD4	Does the organization have data security of client information?	a. Organization has no data security of client information.
		b. Organization has limited data security of client information.
		c. Organization utilizes advanced data security tools for client information.
		d. Organization utilizes advanced data security tools for client information and continually analyzes to ensure data is secure.

SD5	Does your organization have a service delivery continuity plan?	a. Organization has no service delivery continuity plan.
		b. Organization has a service delivery continuity plan for key program services.
		c. Organization has a service delivery continuity plan in place for all program services.
		d. Organization has a service delivery continuity plan in place for all program services and is reviewed annually.

Reporting
R1	How does your organization manage reporting information?	a. Organizational reporting requirements are not well understood or met, data is not easily accessible or accurate, no established metrics.
		b. Organizational reporting requirements are understood but not easily met, data is accurate but not easily accessible, no established metrics.
		c. Reporting requirements are met by the organization's systems, reports are available, data is not integrated, organization has established metrics to measure against.
		d. Reporting requirements are met by mining data from the organization's systems, reports are complete, data is integrated, organization has established metrics to measure against.

R2	How does your organization develop financial and management reports?	a. Financial and management reporting developed in a manual manner.
		b. Financial and management reporting developed via basic reporting tools such as excel or access.
		c. Financial and management reporting developed via advanced reporting tools such as QuickBooks.
		d. Financial and management reporting developed via integrated applications and advanced reporting tools.

R3	How does your organization develop Outcome Measurement reports?	a. Outcome Measurement reporting developed in a manual manner.
		b. Outcome Measurement reporting developed via basic reporting tools such as excel or access.
		c. Outcome Measurement reporting developed via advanced reporting tools.
		d. Outcome Measurement reporting developed via integrated applications and advanced reporting tools.

R4	How does your organization develop Board reports?	a. Board reporting developed in a manual manner.
		b. Board reporting developed via basic technology such as excel or access.
		c. Board reporting developed via advanced technology such as collaboration tools.
		d. Board reporting developed via advanced collaborative tools and integrated with all other organizational reporting.

Day-to-Day Operations
D1	Does your organization's leadership and board have knowledge of how technology is supporting the organization?	a. Organizational leadership and the board have limited knowledge of how technology is supporting the operations.
		b. Organizational leadership and the board have knowledge of current technology in use, ongoing strategy, current challenges, and plans for future improvement.
		c. Organizational leadership supports technology strategies and works to engage the whole organization with IT. The board is aware of upcoming technology projects.
		d. Organizational leadership strives for full integration of IT and shows ongoing support of aligning IT to day-to-day operations. The board offers advice as possible and stays aware of high-impact technology projects.

D2	How are the day-to-day operations applications integrated?	a. Organization's day-to-day applications are not integrated.
		b. Organization's day-to-day applications are integrated in some cases.
		c. Organization's day-to-day applications are integrated but not reviewed on a periodical basis.
		d. Organization's day-to-day applications are fully integrated and are periodically reviewed.

D3	How are day-to-day operational business processes conducted?	a. Organization utilizes all manual processes for day-to-day business processes.
		b. Organization utilizes a combination of manual and automated processes for day-to-day business processes.
		c. Organization utilizes automated processes for day-to-day business processes.
		d. Organization utilizes automated processes for day-to-day business processes and are periodically reviewed.

D4	Is there a business continuity and disaster recovery plan for day-to-day operations?	a. Organization does not have a business continuity and disaster recovery plan for day-to-day operations.
		b. Organization does not have a business continuity plan but does have a disaster recovery plan for day-to-day operations.
		c. Organization does have a business continuity and disaster recovery plan for day-to-day operations.
		d. Organization does have a business continuity and disaster recovery plan for day-to-day operations and is reviewed on an annual basis.

D5	Does your organization have a reliable network?	a. Organization has an unreliable network.
		b. Organization has a reliable network.
		c. Organization has a reliable network that is assessed on an infrequent basis.
		d. Organization has a reliable network that is assessed on an annual basis.

D6	Does your organization have centralized and secure data storage?	a. Organization does not have centralized or secure data storage.
		b. Organization does have centralized data storage but the data is not secure.
		c. Organization has centralized and secure on-site data storage.
		d. Organization has secure off-site data storage.

D7	Does your organization regard technology as an asset and is it managed?	a. Technology is not regarded as an asset, it is not managed.
		b. There is at least one individual in the organization with the capability to access technology needs.
		c. There is a designated individual or committee to oversee technology issues.
		d. There is a designated committee to oversee technology issues.

D8	Does your organization manage or document technology inventory?	a. The technology inventory is not managed or documented.
		b. There is some documentation of the technology inventory.
		c. There is a technology inventory tracking system with a replacement schedule.
		d. The technology infrastructure is managed in real time.

D9	Does your organization depend on donated or refurbished IT equipment?	a. Organization is dependent on donated equipment, no equipment budget.
		b. Organization is dependent on refurbished equipment, limited equipment budget.
		c. Organization is not dependent on donated and/or refurbished equipment, moderate equipment budget.
		d. Organization is not dependent on donated and/or refurbished equipment, budget set aside for IT equipment.

D10	What type of IT support does your organization have?	a. Organization is dependent on free volunteer technology services for day-to-day technical support.
		b. Organization is dependent on non IT staff to support day-to-day technical operations.
		c. Organization utilizes internal IT staff and/or outside technical support for day-to-day technical operations.
		d. Organization is not dependent on free volunteer technology services, budget set aside for technology support.

D11	Does your organization monitor technology capacity and capacity planning?	a. Technology capacity is not monitored, no planning.
		b. Technology capacity is monitored, no planning.
		c. Technology capacity is monitored, planning occurs on an infrequent basis.
		d. Technology capacity is continually monitored, planning occurs regularly.

D12	Does your organization have formal technology funding or a budget and an IT upgrade or refreshment plan?	a. No formal technology funding or budget, no IT upgrade or refreshment plan.
		b. Limited technology funding and budget, no IT upgrade and refreshment plan.
		c. Limited technology funding and budget, organization has an IT upgrade and refreshment plan.
		d. Formal technology budget, IT upgrade and refreshment plan, all assessed on an annual basis.

D13	Does your organization have IT policies and procedures, and are they documented?	a. No IT policies, procedures or documentation.
		b. IT policies, procedures and documentation.
		c. Inconsistently updated IT policies, procedures and documentation.
		d. IT policies, procedures and documentation updated on an annual basis.

Training and Education
T1	Does your organization have a Training and Education Strategy?	a. Organization does not have a Training and Education Strategy.
		b. Organization has a Training and Education Strategy.
		c. Organization has a Training and Education Strategy that is updated on an inconsistent basis.
		d. Organization has a Training and Education Strategy that is updated on a consistent basis.

T2	Is technology training and education part of your Training and Education Strategy?	a. Technology training and education is not part of T&E Strategy, budget is not set aside for technology training and education.
		b. Technology training and education is part of T&E Strategy, however budget is not set aside for technology training and education.
		c. Technology training and education is part of T&E Strategy, budget is set aside for technology training and education.
		d. Technology training and education is part of T&E Strategy and continually evaluated, budget is set aside for technology training and education and reviewed on an annual basis.

T3	How is your organization's training provided?	a. Training is provided by observation or "passed down" by volunteers or employees, minimal documentation exists.
		b. Training is mostly provided by outside vendors or classes, but is available on an as-needed basis, documentation exists.
		c. Key users for major business applications have been identified in their job descriptions, documentation exists and is regularly updated in an online resource.
		d. Key users for major business applications are identified in job descriptions and a formal training plan exists, regularly updated documentation exists and is integrated into trainings.

T4	Is your organization's technology training and education aligned with your organization's skill requirements?	a. Technology training and education is not aligned with organization skill requirements.
		b. Technology training and education is aligned with organization skill requirements.
		c. Technology training and education is aligned with organization skill requirements, yet is reviewed on an infrequent basis.
		d. Technology training and education is aligned with organization skill requirements and reviewed on a consistent basis.

Please email questions about this survey to info@groundworkgroup.org