Nonprofit Technology Assessment Intake

Organization Information
Please provide basic information about your organization and the primary contact for this assessment. This information will be used for communication, scheduling, documentation, and preparation of your assessment report.

Organization Name*

Primary Contact*

Contact Email*

Contact Phone*

Service Overview
Help us understand your organization’s goals, priorities, and expectations for this assessment. Your responses will help us focus our review on the areas that matter most to your leadership, staff, and mission.

What are your organization’s top technology concerns or goals?*

What outcomes would make this assessment successful for your organization?*

Who should be involved in discovery meetings, planning discussions, and technology decisions?*

Technology Inventory
Help us understand the systems, software, and technology tools your organization currently relies on. This information will help identify strengths, gaps, dependencies, and opportunities for improvement.

What systems, platforms, and tools does your organization currently use?*

Include software, websites, cloud services, databases, productivity tools, donor management systems, communication platforms, and other technology resources.

Which systems are mission-critical to your organization?*

Identify systems that would significantly impact operations, fundraising, programs, or service delivery if unavailable.

Are there known issues with access, reliability, cost, or usability?*

Describe any ongoing frustrations, recurring problems, or areas where current technology is not meeting organizational needs.

Microsoft 365 Environment
Help us understand how Microsoft 365 is currently being used within your organization. This information will help identify opportunities to improve collaboration, communication, file management, security, and overall productivity.

What Microsoft 365 apps are currently used most often?*

Outlook, Teams, SharePoint, OneDrive, Word, Excel, Forms, Planner, Power BI, Copilot, etc.

How are Teams, SharePoint, OneDrive, and email organized today?*

Describe your current structure, departments, teams, file storage locations, and communication practices.

What collaboration or file management challenges exist?*

Examples: finding documents, duplicate files, version control, permissions issues, sharing files externally, communication challenges, etc.

Cybersecurity and Data Protection
Help us understand your organization’s current cybersecurity practices, access controls, and data protection measures. This information will help identify risks, strengthen security, and support responsible management of organizational data and systems.

Is multifactor authentication (MFA) required for all users?

Multifactor authentication (MFA) requires users to verify their identity using a second method in addition to a password, such as a text message, authenticator app, or security key.

How are backups, passwords, and access permissions currently managed?

Describe how your organization manages passwords, user access, data backups, account provisioning, and account removal when staff or volunteers leave.

Has your organization experienced any recent security incidents, cybersecurity concerns, or suspected breaches?*

Include phishing attempts, compromised accounts, malware infections, unauthorized access concerns, data loss incidents, or other security-related events.

Processes and Workflows

Help us understand how work gets done within your organization. Identifying manual processes, communication challenges, and workflow bottlenecks helps us recommend practical improvements, automation opportunities, and better alignment between your people, processes, and technology.

Which processes are most manual, repetitive, or difficult to manage?*

Examples may include data entry, volunteer management, donor tracking, reporting, scheduling, approvals, or other administrative activities that require significant manual effort.

Where do handoffs, approvals, or communication delays occur?*

Describe situations where information, requests, documents, or decisions frequently get delayed, lost, duplicated, or require multiple follow-ups.

What workflows should be improved first?*

Identify the processes, activities, or operational challenges that would have the greatest positive impact if improved.

AI Readiness

Artificial intelligence (AI) and automation technologies are rapidly changing how organizations work. This section helps us understand your organization’s current experience with AI, identify opportunities to improve efficiency, and ensure any future adoption aligns with your mission, governance, security, and data privacy requirements.

Is your organization currently using AI tools?*

Examples include Microsoft Copilot, ChatGPT, Gemini, Claude, AI-powered CRM tools, automated content creation, data analysis tools, or workflow automation solutions.

What tasks could benefit from automation or AI assistance?*

Consider administrative work, communications, reporting, grant writing, donor engagement, scheduling, research, data entry, document management, or other time-consuming activities.

What concerns exist around data privacy, staff readiness, or responsible AI use?*

Consider concerns about data security, confidentiality, accuracy, compliance requirements, training needs, governance, policy development, or organizational readiness.

Thank you for completing the Nonprofit Technology Assessment Intake. The information you provide will be used by Latreia Bridge, LLC to evaluate your organization’s current technology environment, identify opportunities for improvement, and develop recommendations tailored to your mission, operational needs, and strategic goals.

Privacy Notice

Latreia Bridge, LLC respects the confidentiality of the information submitted through this assessment. Information collected will be used solely for assessment, consulting, planning, and service delivery purposes. Assessment responses may include operational, technical, security, and organizational information and will be treated as confidential business information.

Submitted information will not be sold, shared, or disclosed to third parties except when required to support contracted services, comply with legal obligations, or with the organization’s authorization. While reasonable technical and administrative safeguards are used to protect submitted information, organizations should avoid including highly sensitive personal information, passwords, financial account credentials, or protected data within assessment responses.

By submitting this assessment, you acknowledge that the information provided is accurate to the best of your knowledge and authorize Latreia Bridge, LLC to review and analyze the information for the purpose of preparing assessment findings and recommendations.