The CAPACITY™ Organizational Readiness Assessment
Developed by Jennifer Yarbrough, The Nonprofit Expert™, based on nearly 40 years of nonprofit organizational development experience. Most nonprofit leaders believe their biggest problem is funding. It's not. Funding is rarely the root issue. It is the result of how your organization is structured, led, and operated. You can have a strong mission, a meaningful program, a real community need - and still struggle financially. Why? Because funders do not invest in ideas. They invest in organizations that are built to manage, measure, and sustain impact. This assessment is not designed to make you feel good. It is designed to diagnose what is actually happening inside your organization. As you complete this scorecard, answer based on: what is currently true - NOT what you are working toward - NOT what you intend to fix. If your answers are not fully honest, your results will not be accurate. At the end, you will receive: *your Fundability Score; *a breakdown of what is working; *a clear explanation of what is limiting your funding. This is not a checklist. This is a structural diagnosis.
Name
First Name
Last Name
Legal Name of Organization
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Country of Operation
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City / State / Region
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Current Legal Status
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Not yet incorporated
Incorporated, no tax-exempt status
Registered nonprofit / 501(c)(3) (or international equivalent)
Year Organization Was Founded
*
How would you describe the current stage of your organization?
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Idea stage (not yet operating)
Early startup (organizing structure)
Active programs but limited funding
Established organization seeking growth
Scaling organization seeking institutional funding
What prompted you to complete the CAPACITY™ Organizational Readiness Assessment today?
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Where did you first hear about Organizational Capacity?
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Tik Tok
Fundable By Design Podcast
YouTube
LinkedIn
Instagram
Facebook
Webinar/Training
Friend
Other
Which of these statements do you currently believe?
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Funding is our biggest challenge.
Organizational capacity affects funding.
We need both.
I'm not sure
Describe what you think is the single biggest challenge your organization is facing right now?
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Your Role/Title
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Do you currently have a governing board?
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Yes — active and meeting
Yes — but inactive or unclear roles
No board yet
Number of board members (if applicable)
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Do you have written bylaws?
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Yes
Drafted but not adopted
No
How active is your board of directors?
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Meets regularly and actively engaged
Meets occasionally but limited engagement
Exists but inactive
No functioning board structure
Which responsibilities does your board currently fulfill?
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Strategic planning
Financial oversight
Fundraising participation
Community partnerships
None clearly defined
Briefly describe your primary program(s)
Are your programs currently active?
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Yes
Pilot stage
Not yet launched
Do you have written program descriptions and defined outcomes?
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Yes
Partially
No
Do your programs currently track measurable outcomes?
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Yes, formal evaluation systems
Some outcome tracking
Informal feedback only
No measurement yet
Approximately how many participants does your organization serve annually?
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Under 25
25–100
100–500
500+
Do you currently have an operating budget?
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Yes
Draft only
No
Estimated annual operating budget (USD or local equivalent)
*
Does the organization have a bank account in its legal name?
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Yes
No
Which financial management systems are currently in place?
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Nonprofit bank account
Accounting software
Annual operating budget
Financial reports reviewed by board
Independent bookkeeping or accounting support
None of the above
Who currently manages the organization's finances?
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Founder only
Treasurer or finance committee
Staff or accountant
External accounting firm
Which financial documents does your organization currently maintain?
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Annual budget
Financial statements
Grant budgets
Expense tracking system
None
Which statement most closely reflects what you believe?
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We need more grants.
We need more donors.
We need more volunteers.
We need better marketing.
We need stronger leadership.
We need better systems.
I'm not sure.
Have you raised any funds to date?
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Yes
No
Sources of funding so far (select all that apply)
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Personal or founder funds
Individual donations
Events
Grants
None Yet
Have you applied for grants before?
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Yes - Funded
Yes — not funded
No
Which fundraising systems currently exist?
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Donor database / CRM
Annual fundraising plan
Grant research process
Corporate sponsorship outreach
Major donor cultivation strategy
None
Who is responsible for fundraising in your organization?
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Founder
Board Members
Staff member
Development team
No defined responsibility
What advice have you followed that DIDN'T work?
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What keeps you awake at night?
If nothing changes over the next 12 months, what concerns you most?
Are you prepared to invest financially in professional nonprofit advisory or implementation support if it is determined your organization needs it?
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Yes — I understand this is professional support
Possibly — I need to understand scope and pricing
No — I am not in a position to invest at this time
How do you anticipate paying for professional support?
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Organizational funds already allocated
Personal or founder investment
Board-approved budget
Not sure yet
Expecting grant or donor funds to cover it
If professional support is recommended, what investment range would your organization realistically consider?
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Under $1,000
$1,000–$5,000
$5,000–$25,000
$25,000+
Which statement best reflects what you are seeking?
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Professional advisory or implementation services
Strategic guidance with accountability
A partner to help raise funds or secure donors
Unsure
Which of the following best describes your organization today?
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We mainly need funding
We need stronger organizational systems
We need both infrastructure and funding strategy
We are preparing for significant growth
Are you the primary decision-maker for engaging professional services?
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Yes
No — requires board approval
No — requires donor or funder approval
If board approval is required, how supportive is the board of investing in organizational development?
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Fully supportive
Somewhat supportive
Uncertain
Likely resistant
Which statement best describes your current experience?
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I'm overwhelmed
I'm exhausted
My board isn't engaged
Everything depends on me
I don't know what to do next
We are growing faster than we can manage
Other
Leading my nonprofit feels like...
If funding is not the primary issue, what do you believe is the biggest structural weakness in your organization today?
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Governance or board engagement
Fundraising systems and donor relationships
Financial management and budgeting
Program structure and measurable outcomes
Strategic planning and organizational direction
Leadership capacity or staffing
I am not sure yet
Please briefly explain
What has been your greatest accomplishment as a nonprofit leader?
What has been your greatest disappointment?
What do you wish someone had taught you before you started your nonprofit?
Describe a moment when you questioned whether you should continue.
What has surprised you most about leading a nonprofit?
What is the biggest myth you believed when you started?
What question do you search online most often about your nonprofit?
What nonprofit question have you never received a clear answer to?
What nonprofit advice do you hear repeatedly that you don't think is true?What nonprofit question have you never received a clear answer to?
What do you think is keeping your organization from growing?
What happens if your organization does NOT receive support in the next 3–6 months?
Complete this sentence: I believe my nonprofit would succeed if...
What do you believe is the REAL reason your nonprofit is struggling?
What is one thing you wish every nonprofit founder understood?
If you had one hour alone with me, what would you ask?
If invited, are you open to participating in an intensive organizational development experience designed to help you build a stronger, more fundable nonprofit?
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Yes
I'd like more information
Not right now
If we determine the Accelerator is a good fit, when would you ideally like to begin?
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Immediate (0–90 days)
3–6 months
Longer-term / exploratory
What would make this investment worthwhile for you?
How committed are you to strengthening your organization's infrastructure over the next 12 months?
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Fully committed
Interested but uncertain
Only exploring options
Imagine we're talking three years from today, and your nonprofit is thriving. What has changed?
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What does your organization look like?
What is no longer keeping you awake at night?
What are you most proud of?
What are people saying about your organization?
How has your role as the leader changed?
If professional implementation support is recommended, which statement best describes you today?
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I'm prepared to invest if it's the right fit.
I would need a flexible payment option.
I need to discuss the investment with my spouse/business partner/board.
I'm interested but would need to begin in 3–6 months.
I'm exploring options and not yet ready to invest.
Please acknowledge the following statement:
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I understand that this questionnaire is for evaluating readiness for professional services and is not a request for free consulting, fundraising partnerships, or grant-funded support.
I understand that completion of this application does not guarantee acceptance as a consulting client and may result in recommendations for training programs or self-guided resources.
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
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