Mission Tech Compass

1
Welcome! Let's get started with your contact information.
2
Your email address.* This field is required.
example@example.com
3
Where did you hear about UpStart Productions?
Please Select
Please Select
Google Search
Instagram
Facebook
Friend/Family
Recommended By Someone Else
Conference or Event
Other
4
Your service area or sector.* This field is required.Please select more than 1 if applicable.
Basic Needs & Social Services
Children, Youth & Families
Health & Behavioral Health
Education & Workforce Development
Community Development & Neighborhood Support
Arts, Culture & Humanities
Environment & Animal Welfare
Faith-Based Organization
Advocacy & Policy
Other
5
Briefly explain why you're completing this self-assessment. What issues are you hoping to address or understand in your organization?
6
How consistent are your core workflows like client intake, communication, reporting, follow-up?
Little consistency. Every staff person seems to do things differently.
We have habits, but things get messy.
We follow a mostly consistent approach.
We have clear, documented workflows most staff understand.
7
How much manual re-entry or copy/paste work does your team do each week?
A lot — it slows us down.
Some — usually when systems don’t talk.
Minimal — we’ve smoothed most of this out.
Very little — we’ve streamlined well.
8
How confident is your team using the digital tools you already have?
Many are unsure or working around things.
Some feel confident, some don’t.
Most feel comfortable after reminders.
Our team uses tools with confidence.
9
How often do tech frustrations affect staff stress or morale?
Often
Weekly
Occasionally
Rarely
10
Do you feel your current tools fit your organization’s needs?
Not really — we’re piecing things together.
Somewhat — they work but with friction.
Mostly — a few gaps.
Yes — our tools fit us well.
11
How many different tools/systems are you using day-to-day?
Too many — it’s overwhelming.
A handful — but they’re disconnected.
A manageable set.
A cohesive set of tools that support our work.
12
When something breaks or someone leaves, how easy is it to manage tech handoff?
We scramble
It takes time
Usually okay
Smooth — our systems are documented
13
Where does your operational data primarily live?
Everywhere — spreadsheets, inboxes, multiple online accounts, personal laptops.
Mostly in a few places.
In one main system with some extra files.
Centralized and organized.
14
How long does it take to gather data for grants or board reports?
Days
Several hours
An hour or less
Quick — within minutes
15
How confident are you in the accuracy of your data?
Not very
Somewhat
Mostly
Very confident
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How much duplicate data entry does your team do?
A lot
Some
Minimal
Almost none
17
How well do you manage staff access to systems (adding/removing people)?
Not well.
We try, but it’s inconsistent.
Generally good.
Very clear and consistent.
18
Do you have basic safety practices like MFA, shared password tools, and backups?
Not really
A few
Most of them
Yes, consistently
19
How confident do staff feel asking for tech help?
Hesitant
Mixed
Usually comfortable
Very comfortable
20
How ready is your organization for meaningful improvement right now?
We’re stretched too thin.
We could make small improvements.
We have space for some change.
We’re ready for focused improvements.
21
How aligned is your leadership team or board on the role technology should play in supporting your work?
Views differ widely or it rarely comes up.
There’s general agreement, but priorities shift.
We’re mostly aligned on direction and needs.
We have a shared understanding and clear expectations.
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When your organization considers making a change to tech tools or workflows, what best describes your capacity to follow through?
We often postpone changes due to limited time or bandwidth.
We can make small updates with effort.
We can take on moderate improvements when planned out.
We have enough capacity to implement meaningful changes.
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Is there anything you'd like to let us know that wasn't covered in the assessment?
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Assessment Score
25
Total Points
Should be Empty: