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Grant Readiness Assessment

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Company Readiness Assessment

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Section A: Infrastructure Question 1 of 15

Nonprofit state registrations have been paid for with legal documentation received.

Section A: Infrastructure Question 2 of 15

Nonprofit federal charitable organization status (501c3/4) has been secured with a federal number assigned, or you are partnered with an established fiscal sponsor.

Section A: Infrastructure Question 3 of 15

An organizational chart exists with identified staff, supporting vitas/resumes, and written job descriptions.

Section A: Infrastructure Question 4 of 15

The need for the program/organization is supported by proven data and market research.

Section A: Infrastructure Question 5 of 15

A diverse Board of Directors exists with sub-committees in place; meetings are actively held and recorded.

Section A: Infrastructure Question 6 of 15

Vision, mission, and purpose statements are fully written.

Section B: Capacity Question 7 of 15

A 1–3 year operating strategy is in place, and your vision is supported by an active annual budget.

Section B: Capacity Question 8 of 15

The organization offers something unique in the industry; there is a distinct niche value proposition.

Section B: Capacity Question 9 of 15

There is a documented track record of providing services and working with your consumers.

Section B: Capacity Question 10 of 15

Key partners and strategic collaborators are fully identified and in place.

Section B: Capacity Question 11 of 15

The organization or its leadership is well-networked with professionals locally, nationally, or internationally.

Section C: Sustainability Question 12 of 15

The organization/program has at least one projected independent income or profit stream.

Section C: Sustainability Question 13 of 15

A comprehensive fundraising plan is in place, and board members are actively raising capital.

Section C: Sustainability Question 14 of 15

Modern technology has been integrated to maximize operating efficiencies.

Section C: Sustainability Question 15 of 15

An outcome evaluation and quality assurance (QA) strategy has been explicitly created.

Business Foundation Question 1 of 15

My business is legally formed and operational (LLC, Corporation, or registered sole proprietorship).

Business Foundation Question 2 of 15

My business has been operating for at least 6 months.

Business Foundation Question 3 of 15

My business has a dedicated business bank account separate from personal finances.

Business Foundation Question 4 of 15

My business currently generates revenue (sales, contracts, or paying customers).

Business Foundation Question 5 of 15

I have employees on payroll (W-2 or 1099 contractors).

Financial Capacity Question 6 of 15

My monthly business revenue is consistent and predictable.

Financial Capacity Question 7 of 15

My personal credit score is above 650.

Financial Capacity Question 8 of 15

My business has access to documented financial records (P&L, tax returns, bank statements).

Financial Capacity Question 9 of 15

I have a clear plan for how I would use additional capital.

Financial Capacity Question 10 of 15

I have the capacity to make loan payments from current business revenue.

Business Activity Question 11 of 15

My business develops new products, software, processes, or technology.

Business Activity Question 12 of 15

My business operates in a regulated industry (healthcare, finance, food service, transportation, etc.).

Business Activity Question 13 of 15

My business needs equipment, vehicles, or specialized assets to operate.

Business Activity Question 14 of 15

My business actively sells to other businesses (B2B) or to government agencies.

Business Activity Question 15 of 15

I'm planning to expand, hire, or make significant business investments within the next 6 months.

Contact Information

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Total Points Score 0 Range: 15–75