Technology Readiness Assessment
Six dimensions of operational readiness, scored against industry benchmarks.
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Frameworks, templates, and reference material for advancement technology leadership.
Technology Staffing Model Calculator
Estimate the size and structure of your fundraising technology team based on organization type, scale, shared service arrangements, and operational complexity.
Use the calculatorAI Governance Framework for Advancement
Operational governance template for AI in institutional advancement: risk classification, use case inventory, acceptable use policy, vendor assessment criteria, and compliance mapping for FERPA, HIPAA, and state privacy law.
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AI Capability Planner
Planning toolMap AI use cases to prerequisite dependencies with institutional profiling, phased implementation roadmaps, and dependency-aware investment prioritization.
Open the plannerPlatform Evaluation Scorecard
Interactive toolScore advancement platforms across six dimensions with rubric-based evaluation criteria, weighted comparison, and generated comparative analysis.
Start a comparisonData Architecture Decision Framework
ReferenceConfigure a reference architecture for your advancement data platform. Profile your environment, work through four architectural decisions, and generate an implementation plan.
Build an architectureStrategic Technology Roadmap
Sample deliverableA three-phase roadmap for advancement technology modernization at a composite mid-size research university. Illustrates the structure and depth of a strategic engagement.
View the roadmapLeadership Transition Planner
Planning toolStructure the first 90 days of interim technical leadership across four phases with activity tracking.
Plan a transition