FREE NGO AI Readiness Checklist

Identify where your NGO can save time, improve communication, and strengthen fundraising in minutes.

This checklist gives you a clear overview of your current workflows, communication, content, reporting, and fundraising readiness. You will receive your results and a full PDF report by email after completion.

NGO AI Readiness Check

NGO AI Readiness Checklist

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Personal Information

Just a few details so we can send your free personalized NGO AI Readiness Checklist results.

First Name

Last Name

Section 1: Admin Workload

Purpose
This section helps you see where repeated admin work takes time away from your mission.

How to Answer
For each statement below, type only the number that best describes your current situation:

0 = Not in place
1 = Partly in place
2 = Working well

Start by answering each question in this section honestly based on how your NGO works today.

Accurate answers lead to more useful results and clearer recommendations.

You will see your Section 1 score automatically at the bottom of this section.

We have a clear weekly task list for repeated admin work.

We have templates for common emails.

We have a simple system for meeting notes.

We have a clear way to turn meeting notes into action steps.

We have templates for donor updates.

We have templates for volunteer updates.

We have a simple monthly planning process.

We avoid rewriting the same type of content from scratch.

Your score will be used in your final assessment to identify priority areas for improvement.

Section 1 Score

Section 2: Social Media Consistency

Purpose
This section helps you review whether your NGO shows its work clearly and consistently online.

We have a 30-day content plan.

We post consistently each week.

We share impact stories in a clear way.

We have a process for collecting stories from our team.

We turn one story into more than one piece of content.

We have a clear message behind our posts.

We use social media to build donor trust.

We have content ready before campaigns begin.

Your score will be used in your final assessment to identify priority areas for improvement.

Section 2 Score

Section 3: Donor Communication

Purpose
This section helps you review how clearly your NGO communicates with donors before, during, and after support.

We thank donors in a timely way.

We send donor updates consistently.

We explain how support helps the mission.

We have a simple donor update template.

We have a follow-up process after donations.

We share impact without overloading donors.

We separate donor communication from general social media.

We have a simple way to report progress to supporters.

Your score will be used in your final assessment to identify priority areas for improvement.

Section 3 Score

Section 4: Volunteer Communication

Purpose
This section helps you review how volunteers receive information, instructions, and follow-up.

We have a clear volunteer welcome message.

We have a simple volunteer onboarding process.

Volunteers know their next step after signing up.

We have templates for volunteer updates.

We have a simple way to share tasks with volunteers.

We follow up with inactive volunteers.

We thank volunteers consistently.

Volunteers know who to contact with questions.

Your score will be used in your final assessment to identify priority areas for improvement.

Section 4 Score

Section 5: Fundraising Campaign Readiness

Purpose
This section helps you review whether your NGO is ready to launch a clear fundraising campaign.

We have one clear campaign goal.

We have a clear campaign message.

We have donation page copy ready.

We have an email sequence for supporters.

We have social media posts prepared.

We have a donor thank-you sequence.

We have a sponsor outreach message.

We have a simple campaign calendar.

We have a weekly reporting process.

We have a post-campaign follow-up plan.

Your score will be used in your final assessment to identify priority areas for improvement.

Section 5 Score

Section 6: Impact Reporting

Purpose
This section helps you review how clearly your NGO turns work into updates, reports, and donor trust.

We track the work we do each month.

We have a simple way to collect impact details.

We have a template for impact summaries.

We share results with donors and supporters.

We turn impact details into stories.

We connect stories to the mission.

We use impact reporting to build trust.

We have a monthly reporting rhythm.

Your score will be used in your final assessment to identify priority areas for improvement.

Section 6 Score

Section 7: AI Readiness

Purpose
This section helps your NGO understand where practical AI support might help with repeated work, content, and planning.

We know which repeated tasks take the most time.

We know where our team starts from a blank page too often.

We have clear approval steps for written content.

We know who should review AI-supported drafts.

We have clear rules for using AI with sensitive information.

We know which tasks should stay fully human-led.

We have a simple prompt or template library.

We have staff or volunteers willing to test simple workflows.

Your score will be used in your final assessment to identify priority areas for improvement.

Section 7 Score

Section 8: Data Privacy and Safe Use

Purpose
This section helps your NGO identify where clear safety rules are needed before using AI-supported workflows.

We know what information should not be entered into AI tools.

We protect donor names, contact details, and private giving information.

We avoid entering sensitive beneficiary information into public tools.

We have a review process before publishing AI-supported content.

We understand that AI drafts need human review.

We have internal guidance for staff and volunteers.

We keep final decisions with our human team.

We use AI to support work, not replace judgment.

Your score will be used in your final assessment to identify priority areas for improvement.

Section 8 Score

This is your final score summary, used to highlight where to focus for the strongest improvements.

Final Score Summary:

✅ Thank You for Completing the NGO AI Readiness Checklist!

You’ve taken an important step toward saving time, showing clearer impact, and raising more support.

Your personalized FREE results, including full section scores, interpretation, and your top priority areas, will be sent to your email as a downloadable PDF shortly after you submit this form.

Please share a bit more about your NGO (optional but helpful)

Organization Name

Phone/Mobile

Website (if any)

Approximate number of staff / team members

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FREE NGO AI Readiness Checklist

Identify where your NGO can save time, improve communication, and strengthen fundraising in minutes.

NGO AI Readiness Check

Personal Information

Section 1: Admin Workload

Section 2: Social Media Consistency

Section 3: Donor Communication

Section 4: Volunteer Communication

Section 5: Fundraising Campaign Readiness

Section 6: Impact Reporting

Section 7: AI Readiness

Section 8: Data Privacy and Safe Use

✅ Thank You for Completing the NGO AI Readiness Checklist!

Please share a bit more about your NGO (optional but helpful)

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