Methodology

How the readiness assessment is scored

Every AI readiness assessment produces a number. Almost none of them will tell you how that number was produced. This page is the full method behind ours: the questions we ask, how answers convert to a score, how the five dimensions are weighted and why, and what the resulting score does and does not predict. We publish it because a score you cannot inspect is a score you cannot argue with, and because we would rather be corrected than trusted by default.

The instrument

16 questions across 5 dimensions. Every question offers four options, scored 0 to 3 in the order shown. There are no reverse-scored or trick items.

Leadership & Strategy 30% of the composite

Carries the most because it carries the most in the evidence. RAND's 2024 interview study found leadership and problem framing to be the most common root cause of AI project failure, cited by 84 percent of the 50 industry practitioners interviewed, ahead of data. Shi and Azevedo (2026) found that nonprofits which had never had an internal conversation about these tools were dramatically less likely to support adopting them, an odds ratio of 0.04, with organizational factors alone explaining half the variance in their model.

  1. How often does AI come up in your board or senior leadership conversations?

    1. Never
    2. Occasionally, and informally
    3. It has been on the agenda at least once
    4. It is a standing strategic topic
  2. Is there a named person responsible for AI decisions at your organization?

    1. No one owns it
    2. It falls to whoever is interested
    3. A leader owns it informally
    4. Yes, with clear authority
  3. Does your strategic plan mention AI or data capability?

    1. No
    2. We have talked about adding it
    3. It appears in one goal or initiative
    4. It is woven through the plan

Data Foundation 20% of the composite

Consistently the second most-cited cause rather than the first. RAND's practitioners named data problems 30 times out of 50. A 2025 systematic review across 26 studies found poor data quality the most frequently cited barrier within its cluster. We hold this at 20 rather than higher because the one peer-reviewed study of nonprofit AI barriers, Kabra and Saharan (2025), does not place data quality in its top five.

  1. Where does your member, donor, or client data actually live?

    1. Scattered spreadsheets and inboxes
    2. Multiple systems that do not talk to each other
    3. One primary system, plus a few side files
    4. A central system most staff trust
  2. If your CEO asked for a key number today, how fast could you produce an accurate answer?

    1. Days, and we would argue about it
    2. A day or two of manual work
    3. A few hours
    4. Minutes, from a report or dashboard
  3. How would you rate the accuracy of your core records?

    1. Honestly, we do not know
    2. Known problems, no cleanup plan
    3. Mostly reliable, with some gaps
    4. Actively maintained and audited

People & Culture 25% of the composite

A Bank for International Settlements study of more than 12,000 European firms found that each additional percentage point of investment allocated to employee training raised the productivity effect of AI adoption by 5.9 percent, the largest complementarity of any input tested. A randomized field experiment published in Organization Science found the same tool made people roughly 40 percent better inside its capability range and 19 percentage points worse outside it, and the difference was whether people understood where that boundary sat.

  1. Are staff already using AI tools like ChatGPT or Claude in their daily work?

    1. Not that we know of
    2. A few people, quietly
    3. Several staff, openly
    4. Widely, and we encourage it
  2. Has your organization offered any AI training or guidance to staff?

    1. None
    2. We shared an article or two
    3. One session or lunch and learn
    4. Ongoing training and resources
  3. What is the general mood about AI on your team?

    1. Fear or resistance
    2. Skepticism and confusion
    3. Curiosity without direction
    4. Energy and active experimentation

Governance & Risk 15% of the composite

Necessary but not sufficient. A policy does not create capability; its absence caps how much capability an organization can responsibly deploy. This is the weight we hold with the least confidence and the one most open to challenge, which is part of why we publish it.

  1. Do you have an acceptable use policy that covers AI tools?

    1. No
    2. We are drafting or discussing one
    3. A basic policy exists
    4. A policy staff actually know and follow
  2. Your organization likely handles sensitive data. Is there guidance on using it with AI tools?

    1. We handle it with no guidance
    2. Informal advice to be careful
    3. Written rules for sensitive data
    4. Clear rules plus a list of approved tools
  3. Who reviews a new AI tool before staff start using it?

    1. No review happens
    2. IT or leadership, if someone asks
    3. An informal review step
    4. A defined review process
  4. Has leadership discussed AI risk, such as privacy, accuracy, or bias?

    1. Not yet
    2. Only in passing
    3. One dedicated discussion
    4. It is part of our regular risk reviews

Current Use 10% of the composite

Scores lightest because current use is mostly an indicator of the other four rather than an independent cause. It earns its place because it is the dimension that reveals whether the other four scores are real. An organization can report a policy and a data system and still have staff pasting constituent records into a consumer chatbot.

  1. Which best describes your organization's AI activity today?

    1. Nothing yet
    2. Individual experimentation
    3. One or more team pilots
    4. AI in regular workflows
  2. Have you tied any AI effort to a measurable outcome, like hours saved or dollars raised?

    1. No efforts to measure yet
    2. We assume benefits but do not measure
    3. We track results informally
    4. Yes, with real numbers
  3. Is there budget, even a small amount, set aside for AI tools or training?

    1. No
    2. We reimburse here and there
    3. A small line item exists
    4. A planned, intentional investment

How a score is calculated

Each dimension is scored independently as a percentage of its own maximum, then combined using the weights above. A dimension with four questions is not worth more than a dimension with three; the weight decides its influence, not the question count.

dimension % = (points earned in that dimension) / (3 x questions in that dimension) x 100
composite = sum of (dimension % x dimension weight)
ceiling rule = composite may not exceed one stage above the lowest-scoring dimension

The weights

DimensionWeightQuestions
Leadership & Strategy30%3
Data Foundation20%3
People & Culture25%3
Governance & Risk15%4
Current Use10%3

Weights sum to 100 percent. The reasoning behind each one is stated in the dimension blocks above. Note what this replaces: an unweighted instrument silently weights dimensions by how many questions they happen to contain, which is an accident of drafting rather than a judgment about what matters.

The ceiling rule

Readiness is a constraint, not an average. An organization with excellent leadership and unusable data is not mostly ready, it is blocked. So the composite cannot sit more than one stage above the lowest-scoring dimension. A profile scoring 100 on four dimensions and 0 on the fifth does not return an 85. It returns a capped score, and the result names the dimension responsible.

This is the part of the method most likely to surprise people, and it is deliberate. Averaging lets an organization compensate for a bottleneck it cannot actually compensate for.

Stages

StageScoreWhat it means
Observer0 to 25Your organization is watching AI from the sidelines. That is not a failure, but the gap between observers and everyone else is widening each quarter. The good news: at this stage, small moves like naming an owner and writing a one page policy create outsized progress.
Explorer26 to 50There is real curiosity and scattered activity in your organization, but no structure holding it together. Explorers who add a simple governance layer and one measured pilot typically reach the Builder stage within six months.
Builder51 to 75You have momentum. Leadership is engaged, staff are experimenting, and the basics of governance exist. Your challenge now is converting scattered wins into repeatable workflows with measured outcomes, which is what separates Builders from Operators.
Operator76 to 100AI is becoming part of how your organization actually runs. Your opportunity now is scale and stewardship: deepening measurement, formalizing governance, and sharing what you have learned with the sector.

What this score does not tell you

The weights are reasoned, not validated.

They are derived from the best available evidence about what predicts AI outcomes generally. They are not derived from a study of nonprofit AI outcomes, because no such study exists. When our own assessment data can support better weights, we will change them and say so here.

The score predicts readiness, not results.

Nothing in the published literature establishes that a higher readiness score causes better AI outcomes in a nonprofit. We are measuring conditions that the evidence associates with success elsewhere. Treat the result as a structured diagnosis, not a forecast.

It is self-reported and self-scored.

Every answer is your own assessment of your own organization. Executives tend to rate governance and data quality more favorably than the staff who work with them daily. If you want a sharper reading, have two or three colleagues take it separately and compare.

Sixteen questions cannot capture an organization.

The instrument is deliberately short enough to finish. That trade buys completion at the cost of nuance, and it means a low score in one dimension should start a conversation rather than settle one.

Corrections

If you think a weight is wrong, a question is poorly framed, or the evidence has moved, we want to hear it. Write to us through the contact page. Changes to the instrument or the weights will be recorded on this page rather than made quietly.

Instrument version 2, published 9 August 2026. This page is generated directly from the live assessment, so the questions above are always the questions being asked.

Now that you know how it works, see where you stand.

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