Org Type Quiz

What best describes how your team sets goals?

We're guided by values but don't always have clear targets.
We track progress toward program goals but not revenue.
We have performance and financial metrics, but they're siloed.
We set shared goals across departments with regular reviews.

How accessible is your data to people across your team?

Not accessible.
Only select leaders have access.
It's technically accessible, but underused.
Easy to access and actively used in decision-making.

What's your relationship with data?

We collect data for funders, but it doesn't inform decisions.
We wish we had better data but aren't sure where to start.
We have plenty of data, but it's not always actionable.
Integrated data from multiple teams/sources helps us make decisions and tell our story.

How often do you revisit or adjust your metrics?

Rarely. We mostly just report on what we already track.
When funders ask or something major changes.
We check in occasionally but don't have a set cadence.
We regularly review and evolve our metrics based on performance and revenue outcomes.

How do fundraising and programs work together?

Like neighbors who nod but rarely talk.
They team up when deadlines demand it.
They share information but aren't truly aligned.
They work closely and use shared metrics to plan and reflect.

What challenge feels most familiar right now?

We want to make a difference, but it's unclear what to focus on.
We feel we're making a difference within our own team but don't know the effect on other teams.
We have clear goals that are aligned across the organization and know we are making an impact, but accessing reports that demonstrate this is draining.
Our goals are aligned, and we have access to accurate reports and/or dashboards to track progress and inform decisions in a timely manner.

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