AI Consulting Survey

1. What are your main goals for AI support? Please list each goal with a 1-10 priority score.

2. What would make this project worthwhile after 3 months?

3. Which teams or roles should benefit most from AI?

Fundraising, programs, communications, admin, leadership, volunteers, board, etc.

4. Are there urgent deadlines, campaigns, reports, or internal changes we should know about?

5. Are staff already using AI tools? If yes, which ones?

6. What has worked well so far?

7. What has been frustrating, risky, confusing, or disappointing?

8. Are there tools you definitely want to use, avoid, replace, or compare?

9. Which workflows would you like to improve with AI?

10. For your top 3 workflows, how do they work today?

Who does them, how often, using what inputs, and how long do they take?

11. What examples, templates, brand guidelines, past grant proposals, reports, or communications should AI learn from or follow?

12. What should AI definitely not do in your organization?

13. What types of sensitive data does your organization handle?

14. Do you already have an AI policy, data protection policy, cybersecurity policy, or acceptable-use policy?

15. What values should guide AI use in your organization?

16. Are staff excited, skeptical, anxious, or mixed about AI?

17. How hands-on do you want the support to be?

—Please choose an option—recommendations onlystrategy + trainingbuild workflows with usbuild workflows for usongoing mentoring

18. What budget or tool-spend limits should we respect?

19. Who is the primary contact for this project?

20. Who else should be involved?

Leadership, IT, data/privacy, fundraising, programs, communications, finance, board.

21. Who is the billing/contact person?

22. Any emergency or backup contact?