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TEMPLATE

Nonprofit Software Audit Template

Is your nonprofit tech meeting your needs? The answer to that question can be surprisingly hard to come up with for many nonprofits. With different tools used by different departments and various levels of staff adoption, it can be hard to evaluate true effectiveness. 

That's why we've put together this simple, intuitive template for taking control of your organization's tech stack and really evaluating what works for you and what doesn't.
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WHAT'S INSIDE

Here’s all the good stuff you'll find in this template:

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Audience Segmentation

Cultivation and stewardship will look different for different types of supporters - discover how to match the right tactics to your audience.

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Example Tactics

Looking for relationship-building inspiration? This template comes pre-filled out with example tactics your team can use or build on.

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Schedule & Timeline

Ensure that your outreach always happens at the right time, whether you're acknowledging gifts, reporting impact, or just remembering a birthday.

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Tracking & Reporting

Build your framework for monitoring progress, holding your team accountable, and sharing success with stakeholders.

TAKE A LOOK INSIDE

Take Control of Your Nonprofit's Technology

With a template this easy to use, it's always a good time to perform a technology audit to ensure that your organization is set up well for effective operation. In this downloadable spreadsheet we've organized the process for you, from figuring out what tools are in use across your organization to effectively scoring and comparing them. 

DOWNLOAD
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