AI Readiness & Opportunity Audit for Charities

Section 1

Organisation Profile

Your Name Your Title

Charity Name Email Address

Annual Income Band

Under £1m £1m-£5m £5m-£20m £20m+

Number of Staff

Under 25 25-100 100-300 300+

Primary Income Sources

Community fundraising Individual giving Legacies Trusts & Foundations Corporate partnerships Retail Lottery Statutory funding

Section 2

Current AI Maturity

How would you describe your organisation's AI understanding?

Very limited Basic awareness Some teams experimenting Actively using AI in several areas AI embedded in strategy

Are staff using AI tools (ChatGPT, Copilot, etc.)?

No Informal personal use Approved but limited Integrated into workflows

Does your organisation have:

AI Policy Data protection guidance for AI Approved tools list None of the above

Section 3

Current Use Cases

Where is AI currently used?

Section 4

Confidence & Risk

Leadership confidence in AI

Staff confidence in safe AI use

Biggest concerns

Data security GDPR compliance Accuracy Staff resistance Job replacement fears Reputational risk Lack of expertise Cost

Section 5

Strategic Pressure Points

Where is your organisation under the most pressure?

Fundraising growth Income diversification Legacy pipeline Cost control Staff capacity Volunteer recruitment Retail margins Reporting & impact measurement

If AI worked well, what would success look like? If AI could release 20% staff time in one department, which would you prioritise?

Section 6

Digital Foundations & Implementation Readiness

How confident are you in the quality of your data for AI use?

How ready are your current systems for AI integration?

Not ready Partly ready Mostly ready Ready now

How much internal change capacity do you have in the next 6 months?

Very limited Limited Moderate Strong

Which systems are likely to be involved first?

CRM Finance HR Clinical or case management Website and communications None defined yet

What is your most likely implementation timeline? Biggest blocker to implementation right now

Section 7

Impact Measurement

Do you have baseline measures to track AI impact?

No baseline in place Partial baseline measures Clear baseline measures

Which outcomes matter most to measure?

Staff time saved Fundraising performance Service quality and responsiveness Cost reduction Data quality and reporting speed Risk reduction and compliance

What 12-month impact would make this initiative successful?