What you can do with it
Choose one technology improvement that supports your mission and has an owner.
Before you start
- A teammate who understands operations and an inventory of current software, costs, and recurring frustrations.
Put it to work
A suggested workflow from Coach House.
Confirm assessment availability
Read TechSoup’s overview and confirm that the assessment is currently available before registering. If access is unavailable, use the overview to discuss your technology priorities with your team.
Answer with the people doing the work
If assessment access is available, complete it with relevant teammates. Otherwise, review the same technology areas together using actual workflows and limitations.
Turn findings into one experiment
Select a priority, assign an owner, and define a small improvement to try. Reassess after the change; use the score as a discussion aid rather than a procurement decision.
Know before you commit
- A recommendation can involve paid products. Check fit and costs before committing.
Sources & review
Reviewed . Scheduled recheck: . Confirm current terms with the provider.