Are you contemplating a capital campaign? Over many years of hands-on experience Xponential has found that certain key elements are necessary for an organisation to proceed with confidence. 

A comprehensive feasibility study will ascertain if, and to what degree, these elements are present or required in your organisation. However, often a simple internal analysis can assist you to identify whether you are positioned to take the first steps. capEZY® is a quick and simple way for you to check your capital campaign readiness. It's an online questionnaire that will give you the confidence that you need to move to the next phase of campaign planning. 

capEZY® is our free, no-obligation, online campaign readiness assessment. Simply invest 20 minutes to complete the series of questions and receive a Campaign Readiness Report emailed directly to you. 

There is no cost or obligation. It is just another way Xponential is assisting you to make sound choices in your fundraising.

additional askEZY notes

Welcome to Xponential’s capEZY® Organisational Self Assessment Tool (OSAT) which will involve a twenty minute investment of your time.  There are seven sections to work through with mostly four questions each: thirty-three questions in total.  A valid email address is required for the report to be emailed to you.  It is emailed to you immediately upon completion, no waiting (If you do not see the report within five minutes, please check your Junk Mail folder.)

At this time you will receive an email containing two things;

  • firstly a Survey Score (as a mark and as a percentage); and
  • secondly an Assessment Report which will be an invaluable tool in evaluating your organisation’s potential to undertake a Capital Campaign.

The recommendations of capEZY® provide the organisation with a basic overview of its current capital campaign ‘health’ and highlight potential areas which may require additional focus.  These results are only as pertinent as the data fed in.  Asking several people from your organisation to complete capEZY® will give you a better spread of responses from various stakeholder perspectives.  Organisations seeking individual and specific professional counsel should contact Xponential Philanthropy for a personal consultation with one of our experienced senior consultants.  Xponential Philanthropy accepts no responsibility for actions taken as a result of the capEZY® assessment.

To maximise the accuracy of the capEZY® OSAT, please avoid the ‘don’t know’ responses wherever practicable as this response attracts a particularly low score – lower than a ‘negative’ response.

The OSAT tool categories are not weighted evenly, nor the questions within each category.  The order of the OSAT questions does not reflect weighting priority.  The responses and the categories are all weighted according to a subjective formula that has been applied based on Xponential’s award winning experience with capital campaigns.  The capEZY® formula is the intellectual property of Xponential.

Most questions are scaled on a basis of ‘1 to 5’ where ‘5’ represents ‘most positive’. Where the answer can be a Yes - 5 should be selected, where the answer can be a No – 1 should be selected.

recent clients

Ronald McDonald House Australia
The Salvation Army
Dalwood Restoration Association
Asthma Foundation of Tasmania
Diabetes Tasmania
Curtin University of Technology
Presbyterian Ladies College
Sir Charles Gairdner Hospital
Lions Eye Institute
Scotch College
Animal Aid
Cancer Council NSW
Spiritus (Anglican Diocese of Brisbane)
City Care
Everyman's Welfare Service
Open Minds
Cerebral Palsy League QLD
The Wilderness Society
Victorian Comprehensive Cancer Centre
Murdoch Childrens Research Institute
Westmead Medical Research Institute
Calvary Health Care
Methodists Ladies College
Churchlands Senior High School
City Beach Surf Life Saving Club
Activ Foundation
Diabetes WA
Wellington Zoo
Victoria University
Massey University
Royal New Zealand Foundation of the Blind
New Zealand Symphony Orchestra
Cancer Society New Zealand
Hockey New Zealand
Ronald McDonald House Auckland


"Any organisation wanting to embark on a capital campaign needs to plan meticulously if they want every chance of success. A feasibility study is always recommended and this in itself can be a heavy undertaking. The capEZY® questionnaire provides a crucial link that is often missing when organisations take on a capital campaign. Some are ready to go full on into their campaign, some need to complete a feasibility study and some need to prepare first for that all important feasibility study. Complete the questionnaire and acquire a really valuable summary of what you need to do, even at times, prior to your feasibility study. 

We used the capEZY® as a sanity check, after we had completed a feasibility study for a medium sized NPO – the results of the capEZY® confirmed many of our findings and solutions – a testament to the amount of experience, expertise and research that went into designing the tool. The few minutes it takes to complete the questionnaire could save an organisation a huge amount of wasted time, and increase the likelihood of a successful outcome." 

Sandy Havercroft-Drummond
Executive Consultant
Downes Murray International
Durban, South Africa
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