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5. Self-Audit: Assessing Your Organization's Technology Usage

Use this self-audit questionnaire to evaluate your organization's current technology usage.

Rate each item on a scale of 1 to 5, where 1 is "Strongly Disagree" and 5 is "Strongly Agree."

Statements

Scale (1-5)

Our organization has a clear technology strategy aligned with our mission.


We have up-to-date computer hardware for all staff.
Our internet connectivity is reliable and sufficient for our needs.
We use project management software to track and manage our projects.
We have a system for managing donor and beneficiary data.
Our financial management is supported by appropriate accounting software.
We use data collection and analysis tools to measure and report on our impact.
Our team uses digital tools for internal communication and file sharing.
We have an up-to-date, mobile-responsive website.
We actively use social media platforms to engage with our stakeholders.
We have implemented cybersecurity measures to protect our data.
Our staff receives regular training on the technology tools we use.
We have a system for managing and scheduling volunteers.
We use digital tools for fundraising and online donation management.
We have cloud storage solutions for secure data backup and access.  

After completing the self-audit, add up your scores:

ScoresWhat it means
60-75 Advanced technology integration
45-59 Good technology usage with room for improvement
30-44

Basic technology adoption, significant improvements possible

15-29

Limited technology usage, urgent need for modernization

Next Steps:

  1. Identify Strengths: Look at items where you scored 4 or 5. These are your organization's technology strengths.

  2. Pinpoint Weaknesses: Focus on items with scores of 1 or 2. These areas need immediate attention.

  3. Prioritize Improvements: Based on your mission and strategic goals, decide which low-scoring areas to address first.

  4. Set Specific Goals: For each area you want to improve, set a specific, measurable goal. For example, "Implement a CRM system within the next six months."

  5. Create an Action Plan: Develop a step-by-step plan to achieve each goal. Include timelines, responsible parties, and required resources.

  6. Allocate Resources: Determine what budget, time, and personnel you'll need to make these improvements.

  7. Seek Expert Advice: For areas where you lack in-house expertise, consider consulting with IT professionals or peer organizations.

  8. Schedule Regular Reviews: Plan to retake this audit every 6-12 months to track progress and identify new areas for improvement.

Remember, the goal of this self-audit is not to achieve perfect scores across the board, but to gain a clear picture of your current technology usage and identify strategic areas for improvement. Use these insights to guide your technology investments and ensure they align with your organization's mission and goals.