Baseline Questionnaire - Launching Salesforce Step 1 of 8 12% This baseline guides the Assessment Phase and helps us understand your organisation, as well as your processes and staff activities that make it work. If any thing is unclear, please chat with us. The questionnaire is in-depth - it should take 10 to 20 mins to complete if you already have a clear project. Be as accurate as you can and consult your colleagues - put the time in now. It will save you time, and cost you less in the long run. If needed, you can "Save and Resume" the form, to continue with the questionnaire later. A copy of your completed form can be emailed after you submit it. Please note, this questionnaire is the intellectual property of Connect Solutions. Copying or sharing it with others outside your organisation is strictly prohibited.Your Name(Required) First Last Email(Required) Organisation(Required) Are you a registered nonprofit organisation?(Required) Yes No What is your legal structure?(Required)What is your NPO number?(Required)Are you a registered public benefit organisation (PBO)?(Required) Yes No What is your PBO number?(Required) What is your organisation's mission statement?(Required)Ie. why do you exist?What standard activities does your organisation undertake to deliver on your stated mission?(Required)Please note: there are some detailed questions later. Here we are interested in big picture activities.How many staff do you have on payroll?(Required)How many volunteers assist you?(Required)Estimate how many staff and/or volunteers would need to use Salesforce?(Required)Have you identified a staff member to administer Salesforce, once it has been implemented?(Required) Yes No Please could you let us know their name and email(Required)Ie. Jane Blog, janeblog@organisation.orgIf you have a staff team that Connect Solutions will correspond with during the Salesforce Implementation, please name them hereeg. Who will give input and be available for clarifying any questions we might have? Do you have a staff member with Salesforce expertise who would need to be involved?How is your team organised (e.g. departments) to help you meet your business mission?(Required)Feel free to attach an organigram below, if that helpsUpload your organigram (optional)Accepted file types: doc, xls, ppt, pdf, png, gif, jpg, Max. file size: 64 MB.Following files types are allowed: .doc, .xls, .ppt, .pdf, .png, .gif, .jpg Choose the package discussed with your Connect Solutions consultant...(Required) Donor Management - NPSP Programme Management and M&E - PMM Both Does your organisation currently use Salesforce?(Required) Yes No Please note: Launching Salesforce is best suited to organisations that do not already use Salesforce. Please get in touch with Connect Solutions to discuss things furtherWhat would you like to achieve in your Launching Salesforce instance built by Connect Solutions? List by order of priority your top three outcomes(Required)Ie. what are your most pressing need for Salesforce.When would you like this build to be complete?(Required) MM slash DD slash YYYY Do you have any time constraints we need to be aware of?Are there other resource constraints for this Salesforce project?e.g. availability of critical staff to give input to the projectWhat actions will your organisation take during the first 6 weeks after "going live", to drive adoption by your extended staff body?(Required) Please Attach Your Contact and Organisations List(Required) Drop files here or Select files Max. file size: 64 MB. This can be an Exel sheet or a CSV, and ideally would include one tab with contacts and a column indicating associated organisation. Please feel free to include donation information in this document.How many supporter/donor contacts will you need us to upload Salesforce?How many beneficiary contacts will you need uploaded?Are there any other types of contacts you will need uploaded?How many Accounts (or organisations) will you need us to upload Salesforce?e.g. the number of corporates, NPO partners, schools, churches etcHow does your organisation currently store your contact and account data?(Required)eg. in hard copy forms, Excel sheet, Access database, your previous instance of Salesforce, or other CRMs Is your organisation POPIA compliant(Required) Yes No Unsure What steps has your organisation taken to ensure compliance? Email: How frequently do you send mass emails?Email: How many people do you send emails to?Ie. per bulk email, what is the maximum number of people you would emailEmail: What tools do you currently use to send these?eg. mailchimp, Outlook or Gmail, etc Fundraising: What is your total fundraising target per annum?(Required)Please indicate which of the following types of Fundraising do you make use of:(Required) Formal fundraising (Trusts, Foundations, Businesses, Government) Individual giving (once-off, or recurring) Recurring donations (e.g. monthly giving) Donations in Kind Events (e.g. Golf days; Cycle tour) Self generated income Fundraising: How many fundraising applications do you make per year?(Required)# applications and # of successful applicationsFundraising: How do you track the data for all of these sources of donations listed above(Required)e.g. Are they logged on paper logs, and then manually captured in Excel or in accounting software? How often (daily, weekly, monthly)?Fundraising: Do want to send email acknowledgments or "thank yous" for donations in-kind and small individual giving?(Required) Yes No Fundraising: Please list regular fundraising reports your organisation generates. Include frequency, for whom they are intended and name of the document attached below(Required)e.g. "Annual Fundraising Report, every year intended for our board, see Fundraising_report2021.pdf"Fundraising: Attach samples of funding reports listed aboveAccepted file types: doc, xls, ppt, pdf, png, gif, jpg, Max. file size: 64 MB.You may also upload a screenshot of a dashboard. Following files types are allowed: .doc, .xls, .ppt, .pdf, .png, .gif, .jpg Fundraising: Would you like to restrict visibility of Fundraising tabs? Yes No We recommend that only staff with responsibilities around fundraising and finance should have access to this data for POPIA and securityFundraising: Please list the names, roles and emails of staff who would need access to the Fundraising tabsFundraising: Do you want to upload historical data of donations received?(Required) Yes No Fundraising: How many records (approximately) would you like to have uploaded?(Required)Please note historical donation upload is based on max 5000 records from one single source. If more records, or more sources of data need to be uploaded, additional costs may apply. We can provide a template for data upload, if needed.Fundraising: Do you issue Section 18a certificates?(Required) Yes No Fundraising: How many Section 18as do you issue every year?(Required)Fundraising: How do you currently process and issue the Sections 18as (let us know the format too)(Required)e.g. our finance team process in batches at the end of the tax year and post printed out copies. Or we process and issue emailed PDFs immediately using xyz technology solution M&E: Does your organisation currently capture M&E data?(Required) Yes No M&E: Does your organisation have a Theory of Change?(Required) Yes No A Theory of Change generally lists your Activities and assets, Outputs, Outcomes, and Impact. It helps to outline what you track and why.M&E: Please attach a copy of your Theory of Change (if available)Accepted file types: doc, xls, ppt, pdf, png, gif, jpg, Max. file size: 64 MB.Following files types are allowed: .doc, .xls, .ppt, .pdf, .png, .gif, .jpgM&E: What Programs does your organisation run?(Required)E.g. Housing assistance, Job readiness, Food services.M&E: What Services does your organisation run?(Required)E.g. in our Food Services program we offer the following services: Breakfast/ Lunch/ Supper/ Food parcels. In our Job readiness program we offer IT training, Individual life coach sessions and Group sessions.M&E: What are the annual measurements and goals for your programs?(Required)E.g. For Breakfast/ Lunch/ Supper services we track the number of meals provided; For our Food parcel service we track the number parcels distributed. Our goal is to distribute 50 food parcels each month. In our Job readiness program we track the number of sessions that clients attended. Our goal is for clients to attend 10 sessions a month.M&E: Who are the beneficiaries of your services - individuals or organisations? Do you track services delivered to the specific person, or do you just track overall numbers of attendees?(Required)E.g. for our food services, we track the individuals who attended by name. Food parcels are delivered to families. Stationary packs are delivered to schools.Please upload one or more samples of forms you use to capture M&E data (NB please include your initial registration or baseline form)?Accepted file types: doc, xls, ppt, pdf, png, gif, jpg, Max. file size: 64 MB.You may also upload a screenshot of a web form if that is what you are using. Following files types are allowed: .doc, .xls, .ppt, .pdf, .png, .gif, .jpg M&E: What data do you wish you had related to your program(s)?Any additional information that your donors, board of directors or others want to know about your program(s)?
