Opscale Systems: Infrastructure Health Snapshot
Welcome! This diagnostic is designed to help us understand the current state of your nonprofit's operational and communications systems. Your answers will allow us to offer clear recommendations for improvement, efficiency, and sustainability.
SECTION 1: ORGANIZATIONAL OPERATIONS
1. General Operations
1.1 Our internal processes are clearly documented and accessible to staff.
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
1.2 We have an organized, up-to-date knowledge hub or shared drive.
Yes
No
Sort of/ Needs work
1.3 We have a clear, easy-to-understand onboarding process for new staff and contractors.
Yes
No
In development
1.4 What tool(s) do you use for task management or project tracking?
1.5 Are staff trained on how to use internal systems? How often?
SECTION 2: COMMUNICATION SYSTEMS
2.1 We have standard processes in place for how internal communication is handled (e.g., meetings, updates, decision-making).
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
2.2 Communication tools (email, chat, Zoom, project boards) are used consistently and effectively.
Yes
No
Sometimes
2.3 Internal communication breakdowns happen often enough to impact morale or productivity.
True
False
Occasionally
2.4 How are major updates typically communicated across your organization?
SECTION 3: TECH STACK + SYSTEM INTEGRATION
3.1 Our CRM or donor database is set up to integrate with email, events, forms, or other platforms.
Yes
No
We don't use CRM
3.2 We have a centralized place to store login credentials and digital assets.
Yes
No
We need help with this
3.3 Are there any tools or platforms you currently subscribe to but barely use (or don’t fully understand)?
SECTION 4: DOCUMENTATION & CONTINUITY
4.1 If a key staff member left tomorrow, their responsibilities and systems would be easy to understand and hand off.
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
4.2 We have SOPs (standard operating procedures) in place for key functions (e.g., fundraising, comms, HR, programs).
Yes - regularly updated
No - but outdated
No – or very few
SECTION 5: ORGANIZATIONAL READINESS + SUPPORT NEEDS
5.1 What’s your biggest frustration right now when it comes to internal operations or communication?
5.2 What outcomes would feel like a win after working with a partner like Opscale?
5.3 What’s your current staffing structure for operations, communications, and admin?
5.4 Which of the following would you like help with? (Check all that apply)
Creating documentation and SOPs
Cleaning up internal drives and tools
Improving internal communication systems
Organizing our tech stack
Streamlining onboarding and offboarding
Recommending new tools or platforms
Fixing a chaotic or outdated CRM
Other
Submit
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