AI READINESS & CAPACITY
Mission Capacity Assessment
Before we build an AI-supported marketing system, we first need to understand where your organization stands.
The MissionCapacity Assessment helps you identify where AI can create meaningful marketing capacity before investing in tools, training, or technology.
You will receive a clear view of your current capacity, readiness, risks, and highest-value opportunities.
Built for nonprofits, housing and community development organizations, public agencies, and other mission-driven teams.
WHY BEGIN WITH AN ASSESSMENT?
AI should solve the right problems
The MissionCapacity Assessment helps organizations identify what is limiting marketing capacity,
where AI can help, and what needs to be in place before building a system.
Where is your marketing capacity being lost?
Find the bottlenecks, repeated work, and knowledge gaps slowing your team down.
Where could AI create meaningful value?
Identify practical AI opportunities that support your marketing and communication work.
What must remain human?
Clarify the workflows, knowledge, judgment, and oversight needed for responsible adoption.
WHAT THE ASSESSMENT EXAMINES
A complete view of your AI readiness
The MissionCapacity Assessment reviews five connected areas of your organization to understand whether the people, knowledge, processes, and technology needed for an AI-supported marketing system are in place.
Strategy
Your communications goals, priorities, audiences, and how you currently measure success.
People
Your team's workflows, AI familiarity, capacity, and readiness for change.
Processes
How work actually moves, from request to approval to publishing, and where it slows down.
Knowledge
Whether your brand standards, messaging, and institutional knowledge are organized and easy to find.
Technology and Governance
Your current tools and AI use, plus the privacy, security, and human-review guardrails you need.
WHAT YOU RECEIVE
From uncertainty to a practical roadmap
The Mission Capacity Assessment is not a generic AI quiz.
It is a guided strategic review that produces clear recommendations for your organization.
01. Mission Capacity Scorecard
A visual summary of your strengths, gaps, and readiness across five capacity areas.
02. Current-state findings
A clear overview of your team, workflows, knowledge, technology, and primary challenges.
07. 90-Day Implementation Roadmap
A phased plan for preparation, pilots, training, measurement, and next steps.
06. Risk and Governance Considerations
Guidance on human oversight, privacy, review standards, and responsible AI use.
03. Priority Marketing AI Opportunities
Three to five practical use cases ranked by value, effort, readiness, risk, and sustainability.
04. Marketing Workflow Recommendations
Targeted improvements for content creation, approvals, reporting, intake, and knowledge access.
05. Knowledge-Readiness Review
An assessment of the information your AI system needs and where updates or organization are required.
PRICING
Choose Your Investment
Focused Assessment
$2,750
Intake questionnaire
90-minute discovery session
Review of up to 5 documents or workflows
Full assessment deliverables
One results presentation
Focused Assessment
$4,500
Intake questionnaire
Leadership discovery session
Up to 3 stakeholder interviews
Review of up to 12 documents or workflows
Full assessment deliverables
Results presentation and leadership discussion
Enterprise Assessment
starting at $7,000
Intake questionnaire
Leadership discovery session
Up to 6 stakeholder interviews
Review of up to 20 documents or workflows
Expanded findings across departments
Full assessment deliverables
Executive presentation and prioritization session
HOW THE ASSESSMENT WORKS
A focused, collaborative process
Complete the organizational questionnaire
You will provide information about your goals, team, workflows, current tools, challenges, and AI experience.
The questionnaire helps us prepare for a more productive discovery session.
Participate in a discovery session
We will discuss your most important capacity challenges and examine how work currently gets done.
Relevant staff or leaders may participate based on the scope.
Review the findings
MissionCapacity will analyze your information and identify patterns, gaps, risks, and practical opportunities.
You will receive the scorecard, findings, recommendations, and roadmap.
WHAT HAPPENS NEXT
Choose the level of support your organization needs
After the assessment, your organization can move forward in one of three ways.
Use the roadmap internally
Your team can use the findings to guide planning, tool selection, training, and process improvement.
Begin a focused pilot
MissionCapacity can help build and test one high-value workflow before expanding further.
A pilot creates a manageable path to learning and measurable results.
Build your AI
marketing system
MissionCapacity can help organize your knowledge, develop repeatable workflows, define human review, and build the system around your organization’s actual marketing work.
START WITH CLARITY
Build your AI marketing strategy on clarity
Your organization does not need another disconnected tool.
It needs a practical plan grounded in your people, knowledge, workflows, and real marketing needs.
Let’s identify where AI can create meaningful capacity for your organization.