SMART-Way-Dev-Audit-identity TLT edit-1.pngSTEP 1: ASSESS MORE!

Enhance and Improve Development-Shop Performance 


The Leaky Bucket Assessment is a great, easy way to evaluate the productivity of your development shop, and we hope you take that first. But it only scratches the surface. Dig deeper with the SMART Way™ Development Audit.

Almost any fundraising department can benefit from a development audit, as long as you have a small staff and raise income from private sources. But many organizations avoid them because  traditional approaches require lots of consultant time, which means higher costs and more disruption.  It doesn't have to be that way.

Our SMART Way™ Development Audit uses straightforward survey technology to:

  • Get insights from everyone on your team – staff, board, volunteers – quickly and confidentially
  • Analyze data, not just impressions
  • Identify gaps and misunderstandings among team members
    • Provide feedback in graphic format

What's DIFFERENT About SMART Way Audit:

  • COST: SMART Way Audits cost far less than traditional ones, thanks to the use of straightforward survey technology. Your cost could be as much as 90% lower than the traditional method based on hours of consulting and interviewing time
  • TIME: Users complete the audit quickly, at their desks or after hours. Gather insights from dozens of staff, board and volunteers in just a week or two.
  • FEEDBACK: Receive get data analytics in graphic format within one business day of your deadline. Interpret it yourself, or have us or your preferred consultant do it for you.


  • Two surveys, one for board and one for staff
  • Data Collection Sheet, to guide senior development officer 
  • Feedback in graphic format
  • Suggested interview questions for those few key interviews you'll need

Call or email for more information and pricing.  Consultants, you are welcome to offer our Development Audit to your clients!

Now Move to Step 2: Build!

Fundraising the SMART Way