Assessment
Step 01 of 04

Readiness
Assessment

Every engagement begins with a structured diagnostic. Before any writing starts, we identify exactly where the gaps — and opportunities — exist.

The Foundation

Diagnose before
you prescribe.

This step prevents wasted bandwidth and positions the organization for stronger proposals. It is the foundation everything else builds on.

  • Organizational audit: Board structure, fiscal health, compliance posture, program documentation, and data systems reviewed and scored
  • Funder-fit analysis: A curated list of 10–20 funders ranked by alignment, likelihood, and strategic value
  • Gap identification: Specific weaknesses flagged — from missing logic models to board composition issues
  • Action memo deliverable: A prioritized plan with clear, sequenced next steps

Timeline: 2–3 weeks from kickoff to deliverable.

Start Your Assessment Next: Step 2
Assessment work

Step 1

The right
first move.

Most engagements start here. Let's find out where you stand.

Get StartedFull Process