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Remember the 6 P’s
“Proper Prior Planning Prevents Poor Performance”
Let’s get your plan started today. Scroll down to see more.

Client Background Questionnaire

COMPLETE THE FORM BELOW ONCE YOU HAVE SCHEDULED or completed YOUR initial CONSULT to help make for a faster smoother onboarding process

Name

First Name

Last Name

Title

Organization Name

EIN Number

If not available yet, fill space with zeros.

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Office Phone

Mobile Phone

Mission or Vision Statement

Are you currently recognized as a 501(c)3 by the US federal government?

Please describe in 1-2 short paragraphs the specific community needs your organization plans to address?

Grantsmanship

Has your organization applied for grants in the past?

If Yes, was your grant application funded?

Please describe the program or project you submitted (funded or not) and provide the name of the funding agency you applied to. If multiple awards, please list your 3 most recent awards.

What research or evidence based model supports your program/project design ?

If you are not sure about this, please state so its an area we can help with if need be.

Have you used a logic model as part of your capacity building and program development efforts?

What is our programs Theory of Change?

If not sure please let us know this is an area of need.

Capacity Building

Do you need assistance with getting your nonprofit status?

Have accessed and reviewed the IRS Form 1023 online?

Has your agency developed a Master Grant?

Does your organization collect outcome data on your programs and services ?

Finance & Business

Is your agency current on it's Secretary of State Registration?

What is your agencies current annual operating budget ?

Does your agency have financial policies in place?

Have you filed our most recent 990 tax return?

Have you completed an audit within the past 2-years?