The Nonprofit AI Readiness Assessment: Know Where AI Helps Before You Spend

A Report You Can Act On

• Your current operational pictureA map of the workflows, tools, and software your team uses today, and where the time goes.
• Specific opportunitiesThe places where AI and automation can reduce administrative burden, with estimated time savings and other measurable value where possible.
• A presentation to your staff and boardThe engagement ends with a meeting where we present the report, answer questions, and help you make a clear case for next steps.

Four Steps, No Technical Staff Required

1. 1

   Scoping call

   We settle which assessment level fits your organization and exactly what it will cost, so you know the full price before any work starts.

2. 2

   Leadership interview

   A structured interview with your executive director and leadership team about your workflows, the tools you already use, and the challenges your staff face day to day.

3. 3

   Program staff interviews

   For larger or more complex organizations, interviews with the program staff who know frontline workflows best. Included in the Full Assessment.

4. 4

   Report and presentation

   The written report, followed by a meeting with your designated staff and board members to present the findings and answer questions.

The process is built for organizations without technical staff. The questions are about your work, not your technology, and the report is written in plain language.

Two Levels, One Flat Price

• Standard Assessment

  $1,500

  Fits smaller organizations, or any organization where executive leadership has direct visibility into frontline operations.

  • One-hour leadership interview
  • The written report
  • Presentation to staff and board

• Full Assessment

  $2,500

  Fits larger or more complex organizations where program staff interviews are needed to map workflows accurately.

  • Leadership interview
  • Up to two program staff interviews
  • The written report
  • Presentation to staff and board

Which level your organization needs is not a surprise we spring on you later. We confirm the level and the exact cost with you before the engagement begins, and the price does not change after that.

Yours to Act On, With or Without Us

The assessment is a standalone deliverable, and some organizations stop there with a clear plan they can act on internally. Many use it as the foundation for a project build through our AI strategy and design service or for customized staff training. You can see the kinds of tools that have come out of this work, from assistants to leadership dashboards, on our solutions page.

What Organizations Ask Before They Start

• Do we need technical staff to do a nonprofit AI readiness assessment?

  No. The interviews are about your programs, your workflows, and where your team loses time. Most organizations we work with do not have technology staff at all.

• What if our staff already use AI?

  The assessment is just as useful. It maps where AI is already in use, where that use carries risk, and where the biggest untapped opportunities are, so leadership can direct the energy instead of discovering it after the fact.

• Is the assessment a sales pitch for a bigger project?

  No. It is a standalone deliverable with no obligation. The report is yours either way, and it is written so you can act on it with or without us.

• How is this different from the free initial call?

  The initial call is a 30-minute conversation to see whether we can help, and it is where we confirm which assessment level fits your organization and what it will cost. The assessment is a structured engagement: formal interviews, workflow mapping, and a written report with specific opportunities and estimated time savings.