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Capital operations maturity assessment

A short diagnostic on how your organisation governs capital.

Six pillars, eighteen questions, a few minutes. The result is yours — an honest read of where capital operations sit on a five-stage model, overall and per pillar.

All scoring is client-side. Nothing you select leaves your device.

PILLAR 01 Intake and commitment
Q1 When a gift arrives, how is it recorded?
Q2 When a gift carries a restriction or designated purpose, how is that intent captured?
Q3 How many separate rails or channels can your organisation accept giving through, and are they reconciled the same way?
PILLAR 02 Allocation and intent governance
Q1 How are donor restrictions enforced when funds are allocated?
Q2 How is spending policy applied across funds?
Q3 When an allocation rule changes, how is the change propagated?
PILLAR 03 Movement and disbursement
Q1 How are funds moved to programmes, domestically and across borders?
Q2 How visible is the cost of each transfer?
Q3 How is the status of a disbursement tracked from instruction to receipt?
PILLAR 04 Reconciliation and close
Q1 How often are the books, the bank, and fund records brought into agreement?
Q2 How is a discrepancy detected?
Q3 How long does a monthly or periodic close take?
PILLAR 05 Audit-readiness and controls
Q1 How prepared are your records for audit at an arbitrary moment?
Q2 How much staff effort does audit preparation require?
Q3 How are approval thresholds and financial controls enforced?
PILLAR 06 Proof and reporting
Q1 How readily can you show a board what capital achieved?
Q2 How readily can you show an individual donor what their gift did?
Q3 Where does the data behind that reporting come from?

Answer the questions above and select Compute the result. The diagnostic appears here.

The five stages

How the stages are defined.

  1. Stage 1 Manual.

    Capital operations run on spreadsheets and individual effort. Systems do not share data. Reconciliation is periodic and reconstructed after the fact. Knowledge of the rules lives with particular people.

  2. Stage 2 Assembled.

    Dedicated systems exist for separate jobs — a donor surface, fund accounting, a ledger — but they do not fit together. Staff are the integration between them. This is where most institutions sit.

  3. Stage 3 Coordinated.

    Integrations and process discipline have reduced the manual glue. Reconciliation happens more often than at audit. Some donor intent and restriction rules are enforced by systems rather than by memory.

  4. Stage 4 Integrated.

    Capital moves through connected systems that share records. Reconciliation is near-continuous. Intent is largely enforced structurally. Audit preparation is materially lighter.

  5. Stage 5 Governed.

    A financial operating layer holds the full capital lifecycle under one standard. Reconciliation is continuous, audit-readiness is a property of the system, and outcomes can be proven rather than reconstructed.

The stages describe how capital operations are run, not how large or sophisticated the institution is. The five-stage structure follows established maturity-model practice; the names are plain-language and specific to capital operations.