Orchid Connect


1. What’s your main goal with NPSP implementation?

  1. Supercharge Fundraising
  2. Strengthen Donor Relationships
  3. Enhance Volunteer Management
  4. Streamline Operations
  5. Other: ______

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

  1. Absolutely, our NPSP mentor is ready to roll!
  2. Not yet, but we’re actively searching.
  3. No, and we could use guidance on this.
  4. Wait, we need a team? 

3. Have you identified the key stakeholders and decision-makers for this NPSP project?

  1. Absolutely, they’re on board and enthusiastic!
  2. We’ve identified some, but introductions might be helpful.
  3. Not yet, but we have a game plan to find them.
  4. We have no decision-makers and no stakeholders. 

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

  1. Yes, we’ve got it all charted out!
  2. We’ve started, but we need more detailed mapping.
  3. Not yet, but it’s high on our to-do list.
  4. There are no workflows; we just guess.

5. What’s your budget range for NPSP implementation?

  1. We’ve got a solid budget locked and loaded.
  2. We have a rough estimate but need to fine-tune it.
  3. Budget planning is in progress.
  4. No budget; we’re just going to hope for the best.

6. Have you set a target date to kick off your NPSP implementation?

  1. Absolutely, we’re raring to go!
  2. We have a general idea but need to finalize the date.
  3. Target date? That’s still in the works.
  4. Can we start today? 

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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