Section 1: Organization Details
Let's start with some basics about you and your organization. (Yes, we probably know a bunch of this already, but the bean counters want to hear it directly from you :-)
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1. Organization Name
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2. Completed By
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3. Email Address
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4. Your Role/Title
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5. Organization Type
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6. If Other, please describe.
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7. Approximate Annual Budget
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8. Approximate Number of Employees
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9. Mission Areas (Select all that apply)
 Advocacy Affordable Housing Arts Behavioral Health Services Child Advocacy Children Services Community Development Conflict Resolution Crisis Intervention Developmental Disability Services Disabled Services Domestic Violence Drug Prevention / Mental Health Early Childhood Education Education Services Emergency Assistance Environmental Ex-Offender Rehab Family Services Financial Literacy Food Bank Foster Care Fundraising / Development Grief Counseling Health Education Homeless Services Hospice Immigrant Services Incarcerated Services Job Training Legal Services LGBTQ Services Literacy Medical Services Mental Health Services Military Assistance Performing Arts Pregnancy Services Public Health Refugee Aid Senior Services Social Services Sport / Fitness Substance Abuse Treatment Therapeutic Rehab Therapy / Case Management Veteran Services Youth Counseling Youth Mentoring Other (please specify below) |
10. If Other, please list all other mission areas
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Section 2: Community & Client Demographics
This isn't a grant report so we aren't looking for details from a policy formation perspective. This is really to get a broad idea of the kinds of people your organization serves. And yes, we are unnaturally enthusiastic about statistics, they are actually super fun!
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11. Clients Served Annually. Estimate the number of individuals who received services directly from your organization.
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12. Total People Impacted Annually. Estimate the total number of people impacted by your organization (can include families or other broadly impacted people who may not have received services directly).
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13. Approximate percentage of clients who are Low Income. (Individuals below 200% of the federal poverty line or equivalent.)
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14. Approximate percentage of clients with a Disability.
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15. Approximate percentage of clients who are Visible Minorities.
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16. Approximate percentage of clients who are Immigrants or Refugees.
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17. Approximate percentage of clients who speak English as their Second Language.
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18. Approximate percentage of clients who are Veterans.
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19. Approximate percentage of clients that are Youth. (Under 18)
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20. Approximate percentage of clients that are Seniors. (Over 65)
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21. Approximate percentage of clients Experiencing Homelessness.
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22. Approximate percentage of clients that were Formerly Incarcerated.
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23. Which underserved groups does your organization primarily focus on? (Select all that apply)
This helps us understand where NewOrg's platform has the most concentrated community impact.
Low-income individuals and families People with disabilities Racial or ethnic minorities Immigrants, refugees, or asylum seekers Veterans or military families Elderly or isolated seniors Children and at risk youth People experiencing homelessness People with mental health or substance use challenges Formerly incarcerated individuals LGBTQ+ individuals Survivors of domestic violence or trauma Other (please specify below) |
24. If Other, please list any other underserved groups.
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Section 3: NewOrg's Impact on Your Organization
This section helps us understand the role NewOrg plays in your organization.
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25. How long has your organization been using NewOrg? (Years)
Less than 1 year 1-2 years 3-5 years More than 5 years |
26. Has using NewOrg impacted your organization in any of the following ways? (Select all that apply)
Improved efficiency in daily operations Increased number of clients served Reduced administrative overhead (as % of budget) Improved grant reporting capacity Improved record-keeping and case management Improved client outcomes tracking Reduced paper use / environmental impact Improved communication with clients Improved compliance and audit readiness Other (please describe below) |
27. If Other, please describe.
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28. Compared to before using NewOrg, by approximately what percentage has your organization's client capacity increased? Your best estimate is fine! We understand this is difficult to measure precisely.
No change / NewOrg has not increased our capacity Increased by 1–10% Increased by 11–25% Increased by 26–50% Increased by more than 50% |
29. Has NewOrg's platform improved your organization's ability to serve underserved or vulnerable populations specifically?
Yes, Significantly Yes, Somewhat No Noticeable Difference Not Sure |
30. If yes, please describe which populations and how. For example: Did NewOrg help you manage more immigration or refugee cases? Improve response times for domestic violence clients? Expand senior services? Better coordinate care for people experiencing homelessness or disability services? Specific examples are very helpful.
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31. Which NewOrg features have most directly contributed to your ability to serve clients or the community? (Select up to 5)
Case Notes Grant Reporting Intake Management Client Applications / Portal Assessments File Sharing / Management Email / SMS Communication Dashboards Scheduling Timesheets Volunteer Portal Event Registration Compliance Reporting Billing Authorization Management / Workflow Internal Messaging Video Conferencing Surveys Audit Trail / History Other (please describe below) |
32. If Other, please describe.
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Section 4: Community Outcomes
The questions below ask about changes in the communities your organization serves. Where possible, please provide numbers or percentages. If you track this data formally, please reference it. If not, your best estimate is welcome!
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33. Has your organization seen measurable improvements in client outcomes since using NewOrg? (Select all that apply)
Clients are achieving their goals faster Higher client retention / program completion rates Clients report higher satisfaction with services We can identify at-risk clients more quickly We can connect clients to additional services more effectively Reduced duplication of services Improved outcomes data we can share with funders No measurable change in outcomes We do not currently track client outcomes formally |
34. Can you describe an example of how NewOrg has helped your organization better serve a vulnerable or underserved individual or group?
Anything is helpful, even a single sentence like, 'Our case workers spend 30% less time on admin, giving them more time with clients' or 'We were able to accept 40% more domestic violence clients after implementing NewOrg's intake system.'
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35. Over the past 3 years, how has your organization's overall capacity to serve your target community changed?
Significantly increased Somewhat increased Stayed about the same Somewhat reduced Significantly reduced |
36. To what extent did NewOrg contribute to that change?
NewOrg was essential to this change Significant contribution Moderate contribution Very slight contribution No contribution |
37. Does your organization formally track and report community impact data (e.g. to funders, government, or the public)?
Yes — We produce formal impact reports Yes — We track internally but do not publish Somewhat — We track some data informally No — We do not currently track impact data |
38. If yes, has NewOrg's platform supported your ability to collect or report this data?
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39. NewOrg handles sensitive client data on behalf of your organization, often for vulnerable populations. How would you rate your confidence in NewOrg's data privacy and security practices?
Very confident — We trust NewOrg fully with sensitive client data Confident — No significant concerns Neutral — We haven’t had issues but haven’t evaluated it closely Some concerns — We have had questions or issues around data handling Significant concerns — Data privacy has been a problem |
40. Has NewOrg's HIPAA-compliant, secure platform allowed your organization to digitize or better manage sensitive client records that previously had to be handled on paper or in less secure systems?
Yes, significantly — This was a major factor in choosing or staying with NewOrg Yes, somewhat No noticeable difference Not applicable to our organization |
41. Has NewOrg's pricing model allowed your organization to access data management tools it otherwise could not have afforded?
Yes — NewOrg’s pricing was a significant factor in our ability to adopt this type of software Somewhat — pricing was a consideration but not the primary factor Neutral — pricing was comparable to other options we evaluated No — we could have afforded similar tools elsewhere |
42. Has NewOrg worked with your organization on pricing flexibility, discounts, or grant support to make the platform more accessible?
Yes, and it made a meaningful difference in our ability to use the platform Yes, though it was a minor factor No, but we didn’t need it No, and we would have benefited from more flexibility |
43. Have there been any negative or unintended impacts of using NewOrg on your organization or the people you serve? If yes, please briefly describe.
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Section 5: NewOrg Support & Training
This is to help us understand if the support we offer is enough.
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44. Which of the following NewOrg training and support resources has your organization used? (Select all that apply)
Customized procedure manual (provided during implementation) Online training videos Annual system review and refresh Unlimited support calls / email / online meetings Quick Start training sessions Dedicated support staff familiar with our specific system None of the above Other (please describe below) |
45. If Other, please describe.
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46. Of the resources you selected, have they improved your team's ability to deliver services to clients or the community?
Yes, significantly Yes, somewhat No noticeable difference Not applicable / haven’t used them enough to say |
47. How would you describe the impact of NewOrg's support on your organization's ability to serve your community?
Exceptional — NewOrg’s team understands our mission and actively helps us serve clients better Good — Support is reliable and helps us use the platform effectively Adequate — Support resolves technical issues but doesn’t go beyond that Limited — We rarely use support or find it minimally helpful Poor — Support has not met our needs |
48. NewOrg is continuously developing new tools and features to help nonprofits streamline workflows, improve reporting, and deliver better services. Are there specific features, improvements, or changes you'd like to see that would help your organization serve your community more effectively?
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49. Is there anything else NewOrg could do, through its software, support, pricing, or training, to better support your mission or the people you serve?
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