Discovery Map Assessment

Organization Profile

Let's start with the basics about your organization.

Organization name

Organization type

Number of members / employees

Annual revenue or budget range

Current leadership tenure

Communication Channels

How does your organization communicate with its members?

How do you currently reach all members with a single message? (check all that apply)

How many communication tools does your organization use?

Do messages consistently reach their intended audience?

What happens when someone new joins — how do they get added to communication channels?

What happens when someone leaves — how are they removed?

Institutional Knowledge

Where does your organization's critical information live?

Where does your organization's critical information live? (check all that apply)

In people's heads Personal email accounts Shared drive (Google Drive, Dropbox, etc.) Organization-owned systems Paper files

If your top 2 operational people left tomorrow, how much organizational knowledge would leave with them?

5

1 — Very little10 — Almost everything

Are meeting minutes, decisions, and action items recorded and accessible to future leadership?

Can a new leader find the history of what was decided and why?

Member / Contact Management

How do you track and manage your people?

Where is your member/contact directory?

Spreadsheet (personal — one person's computer) Spreadsheet (shared — Google Sheets, etc.) CRM or membership software Email contact list No centralized directory

How current is your directory?

Can members update their own information?

Do you know who's active vs. inactive?

Technology Infrastructure

What does your technology landscape look like?

How many software vendors does your organization pay?

When was your last security audit or assessment?

Are backups tested (not just running, but tested)?

Who has admin access to critical systems? How many people?

Are vendor contracts documented with renewal dates?

Is there a technology roadmap or plan?

Leadership Transitions

How does your organization handle changes in leadership?

What happens when leadership changes?

Smooth handoff — documented process, minimal disruption Informal — person-to-person, no formal process Chaotic — significant disruption, knowledge loss Haven't had one yet

How long does it typically take a new leader to become effective?

Are login credentials, vendor contacts, and account access documented and transferable?

Financial & Operational

How does your organization manage its technology spending?

Annual technology spend (approximate)

Are technology costs itemized or bundled into general overhead?

Does leadership review technology spending regularly?

Is there a process for evaluating new tools vs. keeping existing ones?