New Client Readiness Questionnaire

Ready to explore how we can work together to turn your mission into impact? Please fill out the information below so we can get to know your organization a little bit more and how we can best work together. Thank you for your time and interest in KHS Consulting!

Section 1: Overview

First Name

Last Name

Organization

Phone

Website

How did you hear about us?

If you were referred, who should we thank for that endorsement?

Who else will be making decisions for this project?

Your Mission Statement

Year Established

Number of Staff

Number of Dedicated Fundraising Staff

What is the organization's Annual Operating Budget and overall financial health?

Briefly describe your organizations primary programs and services.

How would you describe your organization's current capacity in the following areas? (e.g. strong, moderate, needs improvement)

a) Fundraising

b) Program Delivery

c) Financial Management

d) Human Resources

e) Governance

f) Technology

What are the biggest challenges currently facing your organization?

What are your organization's key goals and priorities in the next year?

What areas of your fundraising and or development plan need improvement?

What is your consultant/independent contractor budget for the project you have in mind?

Tell us about your competitors. Who else is competing for the attention of your donors and volunteers and what are they doing that you think is working?

Section 2: Areas of Interest

(check all that apply)

Multi choice

1) Capacity Building & Facilitation: Investing in the future success of your organization

2) Fractional & Interim Support: Maintaining momentum even with an open position

3) Grant Strategy & Management: Finding and securing right-fit funding opportunities

4) Strategic Planning & Implementation: Guiding the way to sustainable program success.

5) Other

Section 3: Additional Information

What does success look like? If we were to be celebrating a successful fundraising or strategic planning implementation in 12 months time, what would that look like?

Is there anything else you would like us to know?