You only get one chance. Is your ask the strongest it can be?
askEZY is a quick way for you to check the effectiveness of your peer-to-peer ask. It's a simple online questionnaire that will analyse the key components of your prospective ask against proven strategies in capital campaign fundraising. It will identify strengths and weaknesses and assist you in identifying key areas that may need more consideration before a successful ask is made.
askEZY is a free online ask readiness assessment. Simply invest 10 minutes to complete the series of questions and an Ask Readiness Report will instantly be emailed to you.
NOTE: askEZY is a self assessment tool designed to help you evaluate the likely effectiveness of you peer-to-peer ask. If you would like training to fully prepare you for making the ask visit our Strategic Services page or contact us for more information.
There is no cost or obligation. It is just another way Xponential is assisting you to make sound choices in your fundraising.
Welcome to Xponential’s askEZY Organisational Self Assessment Tool (OSAT) which will involve a ten minute investment of your time. There are four sections to work through with mostly five questions each: twenty-two 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;
The recommendations of askEZY provide the organisation with a basic indication of the likely effectiveness of a peer-to-peer ask and highlight potential areas which may require additional consideration. These results are only as pertinent as the data fed in. Xponential Philanthropy accepts no responsibility for actions taken as a result of the askEZY assessment.
To maximise the accuracy of the askEZY 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 askEZY formula is the intellectual property of Xponential Philanthropy.
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.
There does not seem to be much opportunity for being able to leverage peer to peer influence in your ask. It is recommended that you review your choice of solicitor and that immediate cultivation commence to identify and recruit other persons of influence to your campaign team.
This analysis indicates that you have scope for leveraging peer to peer influence for your ask, but that further work is needed to ensure you have the best chance for success. Confirming a gift from the solicitor, including 2 or 3 influential people in the ask, and/or recruiting a solicitor who has an existing relationship with the prospect will increase the likelihood of a successful ask.
Your high score in this section indicates that the solicitor holds the key attributes required to make a successful ask. The solicitor should now be trained in how to make an ask for a big gift, and be equipped with informative and professional campaign materials to aid them in their solicitation.
While you may be able to solicit a gift from this prospect the low score in this section suggests that their gift size may be very low. Further work is needed to identify prospects capable of giving significant gifts who also have a strong history of supporting not for profit organisations.
Your prospect has the potential to be transferred into a donor. Thorough prospect research can aid you in further qualifying the prospect and ensuring the ask is positioned in a manner most conducive to soliciting a big gift.
Your prospect is a ‘hot prospect’. Coupled with the correct solicitation and an organisational fit there is a high chance that a significant gift will be pledged.
Your low score for this section indicates there is little evidence of an organizational ‘fit’ with the prospect, and thus a limited chance of soliciting a big gift. Future ongoing cultivation of this particular prospect will increase the likelihood of their future support to your organisation.
While there clearly is some level of organisational ‘fit’ with the prospect, your project may not be completely in line with their current giving priorities. A period of cultivation that includes informing and involving the prospect may increase their level of empathy with your cause, and thorough research into the prospect’s giving patterns will help you to position your case in the most effective way.
This prospect has a high level of involvement with the cause and appears to be an ideal big gift prospect for your project. While this is the case, it is still essential that you undertake thorough prospect research prior to making the ask and present a sound proposal that is positioned in the most effective way to secure financial support from the prospect.
The initial response for this evaluation suggests that your campaign may not be perceived as being so vital that it must be funded NOW. Urgency for the project to be funded now is key to overcome any competitive elements in the marketplace and this should be communicated in all your campaign materials. It is recommended that you review your case for support and proposal documents and ensure that all asks are made in person without exception.
There is a risk that your project will not be considered urgent by donors who have the ability to make big gifts. To minimize this risk it is recommended that you ensure all asks made in person without exception, and that you review your case for support and proposal documents to ensure there are no gaps or weaknesses.
The indicators that you have responded to suggest that your organisation has a case for support that transcends simple external market variations. The prospect should now be approached in person by an influential solicitor at a time and manner that is most conducive to big gifts being made by the prospect.
Congratulations! Based on your responses to this survey you are ready to make the ask with the highest possible chance of success. Your next step is to train the solicitor in making the ask and equip them with professional and carefully positioned campaign support materials. Xponential will be very happy to discuss any elements of this analysis with you, click here to contact a senior consultant who can recommend next steps and further training to maximise the success of your approach.
This is a very positive result that suggests you are almost ready to make the ask but for one or two areas of weakness. The following comments from each section will assist you to determine which areas need to be strengthened before the ask is made. Xponential will be very happy to discuss any elements of this analysis with you, click here to contact a senior consultant who can recommend next steps and further training to maximise the success of your approach.
The conclusion of this analysis based on your input is that there is the foundation for a successful ask but that there is much work to be done to lift your readiness in several areas. The following comments will highlight that for you. Providing effort and resource is invested into addressing these weaknesses you could be ready for your approach to this prospect sometime in the next phase of your campaign timeline. Xponential will be very happy to discuss any elements of this analysis with you, click here to contact a senior consultant who can recommend next steps and further training to maximise the success of your approach.
Your organisation is not yet ready to make this ask. The following comments from each section will assist you to determine the areas that need to be strengthened before you can consider approaching this prospect. Once several of those have been addressed we would encourage you to take this test again and check your ask readiness. It is likely that you have a significant period of cultivation and preparatory work to undertake before you can expect to successfully solicit a big gift from this prospect. Xponential will be very happy to discuss any elements of this analysis with you, click here to contact a senior consultant who can recommend next steps and further training to maximise the success of your approach.
It is with regret that this survey concludes you have little chance soliciting a gift from this prospect and that your approach to them would be quite premature. Please consult the comments from each section to analyse more clearly where your organisation needs to work further to increase your likelihood of future success. Xponential will be very happy to discuss any elements of this analysis with you, click here to contact a senior consultant who can recommend next steps and further training to maximise the success of your approach.