Nonprofit Onboarding Assessment
Completed assessment must be submitted at minimum five (5) business days prior to consultation.
Email address *
Date *
Client *
Primary Contact *
Office Phone *
Mobile Phone *
Email *
PR/Marketing Contact/Manager (if different from above)
Office Phone
Mobile Phone
Mission Statement/Purpose: *
Years of operation: *
Number of employees/staff *
Please list the names, titles & email addresses of all board members *
What is the end goal of your organization? Purpose? (include statistics if applicable): *
What are the top two challenges your organization faces, the two things that might keep you awake at night? *
What are the top two challenges that YOU face as the organization's Founder/Executive Director/ Managing Member? *
How do you define your organization’s brand? What is its point of difference? Why is your organization different than others with the same/similar purpose(s)?
Annual Revenue *
Please list all social media profiles: *
Please describe your current public relations and/or marketing efforts *
What services are you currently in need of? *
Describe your target audience(s). *
List one (1) core message that you want disseminated to the public/your target audience. *
Who is your competition? How do you feel your brand ranks relative to you competition? *
Are you looking to build your brand over the long or short term? What are your short and long term goals? What is your expectation of the time it should take to achieve these goals? *
What are your expectations of the implementation of a new PR plan/strategy? *
Have you worked with a PR firm in the past? If yes, tell us what you liked and didn’t like about them. *
What kind of special events or developments is the company/brand/individual experiencing at the present time or has planned for the near future? List any special events or new initiatives that you are planning to execute. *
What is your public relations/brand management budget? *
Please provide any additional details or information, negative or positive, that are relevant to you public image.
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