capEZY

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 Campaign Readiness Assessment 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, or undertaking additional campaign preparation to give your project the best chance of a fast start.

capEZY® is Xponential’s free, no-obligation, online campaign readiness assessment. Simply invest 15 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.

Welcome to Xponential’s capEZY® Organisational Self Assessment Tool (OSAT) which will involve a fifteen 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 so the report can 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 and Clutter 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.

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