Assessment

How clearly defined is your organization's long-term strategic vision?

How regularly do you review and update your strategic vision?

Do you align your marketing strategy with your 1-year strategic plan?

Do you have a structured 1-year strategic plan with clear objectives and timelines?

Can your team members recite your vision, your unique value proposition and your core values if asked?

Have you conducted a SWOT analysis (Strengths,Weaknesses, Opportunities, and Threats) for your organization in the past year?

How effectively do you track and measure progress toward strategic goals?

Have you integrated project management tools (e.g., Ganttcharts, Asana, ClickUp) to manage strategic initiatives?

Are your organization’s core values well-documented and consistently applied in decision-making?

How well does your leadership team engage in long-term planning discussions

Step Score: 0 / 50

Previous Next

How effectively does your organization engage employees through feedback and recognition programs?

Do you regularly assess and explore ways to improve team productivity?

Have you developed a structured recruitment process to attract top talent?

How well do you incorporate leadership development and team-building strategies in your organization?

How effectively does your organization implement mentorship or career development initiatives?

Do you have programs in place to retain and nurture key employees?

How frequently do you conduct performance reviews and check-ins with employees?

How well does your organization handle workplace conflicts and team challenges?

Are your employees aligned with your company’s mission, values, and goals?

Do you use any HR technology tools to streamline recruitment, performance management, or engagement tracking?

Previous Next

Do you have a formal marketing plan in place for the upcoming year?

How well does your marketing strategy align with your overall business objectives?

Have you developed an Ideal Customer Profile (ICP) for you to outreach to?

How effectively does your marketing content address your target audience’s pain points and needs?

Have you identified the most effective digital, social and offline channels for marketing outreach?

Do you have a robust content marketing library in place?

Are you actively tracking the effectiveness of your marketing campaigns?

How well does your organization differentiate itself from competitors?

Have you implemented marketing automation tools to streamline outreach efforts?

How confident are you in your organization’s ability to generate consistent leads through marketing?

Previous Next

How effectively does your content (e.g., blogs, case studies, videos) attract potential customers or donors?

Is your website optimized for lead generation (e.g., strong CTAs, landing pages, lead capture forms)?

Do you actively use SEO and digital marketing strategies to drive targeted traffic to your website?

Have you implemented segmented email marketing campaigns to nurture leads?

How well do you track and analyze your lead sources and conversion rates?

Do you use lead nurturing techniques such as drip campaigns or retargeting ads?

Are you leveraging social media for targeted outreach?

How effectively does your CRM system manage and track potential opportunities?

Do you have a robust marketing dashboard with clearly defined Key Performance Indicators (KPIs)?

How confident are you in your ability to consistently convert opportunities into customers or donors?

Previous Next

How familiar are you with AI applications for marketing and sales?

Do you use AI platforms like ChatGPT, Claude, or Co-Pilot in your daily activities?

Have you explored AI-driven content creation tools like Beautiful.ai, Jasper, or Copy.ai?

Do you use AI-powered customer service tools such as chatbots or automated email responders?

Have you integrated AI tools into your CRM or sales outreach processes?

How effectively does your organization use AI-powered marketing automation tools?

Are you leveraging AI to help optimize your website for SEO?

Are you utilizing AI for all of your content development efforts?

Have you used AI-powered analytics tools to build out your strategic plan and supporting marketing strategy?

How confident are you in your organization’s ability to integrate AI tools to drive business growth?

Previous Next

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Previous Next

Strategic Planning

Building Your Team

Marketing Strategy

Lead Generation

AI for Growth

Contact Information