The Durable Operation Assessment

Layer one

1Could you email every donor who gave last year, today, without cleaning anything first?

No — the list would need real work Mostly, with some gaps and duplicates Yes, and I trust it

2Can you pull a list of people who gave last year but not this year?

No, I wouldn't know how With effort, by hand Yes, in a couple of minutes

Layer two

3Is there a written plan for when your appeals go out this year?

No — we decide as we go Roughly, in someone’s head Yes, dated and written down

4When a crisis eats a month, does the fundraising calendar survive it?

No, it just slips Some of it slips Yes, it holds — someone owns each piece

Layer three

5What happens automatically after someone gives for the first time?

They get a receipt, and that’s it A thank-you, sent manually when we remember A planned sequence runs on its own

6Do you know what share of first-time donors give a second gift?

No idea Roughly, if I went digging Yes — I track it

Layer four

7Do you have a monthly giving program?

No There’s a monthly option on the form, but no program Yes — named, promoted, with its own ask

8When a monthly donor’s card fails, what happens?

I don't know We notice eventually They’re contacted automatically and most recover

The rail

9If the person who runs fundraising left tomorrow, could someone else pick it up?

No — it lives in their head Partly — some things are written down Yes, there’s a written playbook

10Are your logins, templates and calendar in one place someone else can find?

No Scattered across a few places Yes, one place, and people know where

The rail

11Have you decided in writing what AI may and may not be used for?

No We’ve talked about it Yes, it’s written down

12Does anything reach a donor without a person reading it first?

I'm not sure Occasionally Never — a named person signs off

Your readout

Talk about this readout

This readout is yours whether or not we ever speak. If you'd like it turned into a costed plan, bring it to a conversation and we'll work from it.

Which layer are youstanding on?