Orchid Connect

1. What’s your main goal with Fonteva adoption?

  1. Enhance Member Engagement
  2. Streamline Membership Management
  3. Improve Event Management
  4. Boost Communication Efforts
  5. Other: ______

2. Do you have a dedicated Fonteva admin or a Salesforce team in place?

  1. Absolutely, we’ve got our Fonteva mentor!
  2. Not yet, but we’re actively searching.
  3. No, and we could use guidance on this.
  4. Um, no, is that a thing? 

3. Have you identified the key stakeholders and decision-makers for your Fonteva adoption project?

  1. Absolutely, they’re on board and ready!
  2. We’ve identified some but need help engaging them.
  3. Not yet, but we have a plan to find them.
  4. Please define “decision-makers.”

4. Have you mapped out your current association processes and workflows?

  1. Yes, we’ve got it all mapped out!
  2. We’ve started but need more detailed mapping.
  3. Not yet, but it’s a priority on our list.
  4. We have no maps or set processes; we make it up as we go. 

5. What’s your budget range for Fonteva adoption and customization?

  1. We’ve got a solid budget in place.
  2. We have a rough estimate but need to refine it.
  3. Budget planning is currently in progress.
  4. We’ve no idea what it costs, can you tell us? 

6. Have you set a target date for kicking off your Fonteva adoption?

  1. Absolutely, we’re ready to roll!
  2. We have a general idea but need to finalize the date.
  3. Target date? That’s still in the works.
  4. How does “next week” sound? 

Scoring: For every question 2-6 you answered 1 = 4 points, 2 = 3 points, 3= 2 points, 4=0 

20-24 – You’re ready. Ready means you’ve already done a lot of the thinking and planning, which makes all the difference between a successful and a failed implementation. 

15-19 – You’re almost ready. There are a few things you need to nail down. You could get some support on those – another set of eyes, an outsider, but you can also push through with your team. It’ll still be challenging, but the further you go, the easier this will be. 

11-14 – I’d get some support, but plan to take this up again next cycle. If you aren’t ready, it’s essential not to press until you are. It’ll only fail. 

0-10 – You’re fun. Self-awareness is key. There are a lot of places you can go to get in a better place to address some of these things. Check out our list of resources HERE for guidance. 

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