Fundraising, Marketing & Communications

Assess your organization's fundraising, marketing, and communications.

We Can Help

Nonprofits want more funding. Funders want more confidence before they give — and that comes from demonstrated operational competence.

OpX360 is a free online assessment tool designed to help nonprofits evaluate and improve their operational competence. This module is based on accepted best practices and proven industry standards to help you determine your nonprofit's competence levels in the area of Fundraising, Marketing & Communications, understand why it’s important, and learn how you can make improvements.

In minutes, you can know your operational competence levels and what you need to do next — all at no charge to your organization.


“Data is critical for insight. OpX360 allowed us to build a data-driven narrative (with objective baseline measurements, improvement recommendations and rationale for capacity building funding) that described the realities of our Fundraising, Marketing & Communications infrastructure for decision makers.”

- Jon Hirst, Nonprofit Director and Innovation Thought Leader

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Assessment Details

The Fundraising, Marketing & Communications Area includes best practices statements that focus on communications and technology, donor growth and engagement strategies, integrated strategic marketing and branding, marketing and fundraising ethics, measurable objectives and outcomes, and regulatory compliance. Together, these practices touch on all aspects of your organization's fundraising, marketing, and communications operations.

Each free OpX360 assessment has 60 Best Practice statements based on proven industry standards to help you determine your nonprofit's competence in that specific area of your operation, understand why it’s important, and learn how you can make improvements.

What You Will Receive

Within minutes of completing the assessment, you will receive an Executive Briefing to provide a C-suite or board-level summary of the assessment and a Detailed Report for the person or team ultimately responsible for your nonprofit's Fundraising, Marketing & Communications operations.

The Executive Briefing contains:

  • Your current Competency Levels
  • The crucial Key Elements measured and why they are important
  • The potential impact of non-performance
  • The three most important items to improve first

The Detailed Report contains:

  • Everything in the Executive Briefing, plus
  • Detailed information for each Best Practice statement, including
  • Our Recommendations if you are not compliant

Improve Your Operational Competence

There are 60 Best Practice Statements in each of the six OpX360 modules. In this Fundraising, Marketing & Communications module, these statements are grouped into six sets of related Best Practice statements called Key Elements. Each individual statement is categorized into one of three competence levels.

Those competence levels are:

  • Level 1 – Core operational practices necessary to perform effectively
  • Level 2 – Sophisticated practices that enhance overall performance
  • Level 3 – Leading-edge practices that enable an organization to deliver the highest level of operational performance

Any of the free OpX360 assessments can be taken individually or together, depending on the needs of your organization. In minutes, you can know your operational competence levels in any of the areas and what you need to do next.

Contributors


Development Team
Development Team

Steve Maegdlin served as the team leader of this assessment. Steve is a seasoned senior executive with experience as a CEO, senior vice president, and vice president, working both within and as a consultant to a wide variety of large and small, public and private, for-profit and nonprofit local and global organizations. Currently, he is the Founder and CEO of Executive Advisory Partners.

Contributors include President and CEO Rich Bennett of Life Network, CEO Mike Farag of Fervor, Executive Vice President Dave Raley of Masterworks, Co-Founder Marc Stein of The Center, Vice President of Marketing and Business Development Rick Wright of Children's HopeChest, and others.


“OpX360 was an extremely helpful tool, because it gave me a reality check on the areas our organization need to improve on. It was also encouraging to see how many areas we are already following best practices. As a leader, sometimes you just need a really smart tool like this to get a pulse on if your priorities are on track. I'd highly recommend it to any nonprofit director or manager."

- Arielle Randle, Communications Director and Nonprofit Leader

Frequently Asked Questions


How long does the OpX360 assessment take?
Each module takes approximately an hour to complete. You can pause at any time and receive an email with a link to restart the assessment where you left off. There is no time limit.
How long do I have access to OpX360?
After enrolling, you will have access for as long as it takes to complete the survey, on any device. Each module includes an unlimited OpX360 subscription, so you can take the free assessment as many times as you’d like to check your score and demonstrate improvement.
Who should take this Fundraising, Marketing & Communications OpX360 Assessment for our Nonprofit?
For best results, this Fundraising, Marketing & Communications OpX360 Assessment should be completed by your CEO, CMO, CDO, or a knowledgeable Fundraising, Marketing & Communications board member. If possible, we recommend that two or more people complete the assessment independently from each other to increase the objectivity and accuracy of the responses. We also recommend using the assessment and related reports as training and orientation tools for new members of your team.
Who contributed to this Fundraising, Marketing & Communications OpX360 Assessment?
This Fundraising, Marketing & Communications OpX360 Assessment was developed by and for nonprofit leaders and practitioners, their funders, and recognized experts serving the Fundraising, Marketing & Communications arena. Contributors include Founder and CEO Steve Maegdlin of Executive Advisory Partners, President and CEO Rich Bennett of Life Network, CEO Mike Farag of Fervor, Executive Vice President Dave Raley of Masterworks, Co-Founder Marc Stein of The Center, Vice President of Marketing and Business Development Rick Wright of Children's HopeChest, and others.
After completion, what will the final work product look like?
Within minutes of completing the assessment, you will receive an Executive Briefing to provide a C-suite or board-level summary of the assessment and a Detailed Report for the person or team ultimately responsible for your nonprofit's Fundraising, Marketing & Communications operations.

Get started now!



Still Have Questions?

Contact us online or email us at [email protected].

A member of our team will respond as soon as possible. We look forward to hearing from you.