Name of Organization
Organization or Enterprise URL
Your Location (City, State)
Year organization was founded.
How many team members do you have?
What most immediate area(s) is your organization or enterprise needing improvement? Impact: struggling to make real change, potentially exhausting or not optimizing resources
Staff: managing a growing team of employees and volunteers effectively
Board: leveraging the expertise of my board (or equivalent), getting support from board or equivalent
Income/Funds: tight on money or spending too much time raising the capital to carry out our mission
Explain what your needs are based on the previous question.
What is your annual operating budget?
Describe the breakdown of your annual revenue as best you can. (Example: 50% individual donations, 20% grants, 20% government, 10% earned revenue.)
Tell us about your nonprofit or enterprise. (Who you serve, what problem you solve, etc.)
Describe your current impact. What outcomes do you use to measure it (i.e, how many people you help, etc.)?
How did you find out about us?
As we review, is there anything you would like us to know about you and your organization or anything you'd like to specifically discuss during our call?