Development Audits

Enhance and Improve Your Development-Shop Performance


 SMART Way™ Development Audit.

Almost any fundraising department can benefit from a development audit. But many organizations avoid an audit because they’re afraid to “flunk,” think it is a “witch hunt,” or simply because traditional approaches require lots of consultant time, which means higher costs and more disruption to your development office.  It doesn't have to be that way.

Our SMART Way™ Virtual Development Audit uses straightforward survey technology to:

  • Get insights from everyone on your team – staff, board, volunteers – quickly and confidentially

  • Analyze data, not just impressions

    • Identify gaps in your current program

    • Provide feedback in graphic format


What's DIFFERENT About SMART Way Audit:

  • COST: SMART Way Audits cost far less than traditional ones, thanks to the use of straightforward survey technology. Your cost could be as much as 90% lower than the traditional audit

  • TIME: Users complete the audit quickly, at their desks or after hours. Gather insights from dozens of staff, board. and volunteers in just a week or two.

  • FEEDBACK: Receive get complete report with recommendations within two weeks of submitting your data.



  • Two surveys, one for board and one for staff

  • Data Collection Sheet, to guide senior development officer 

  • A complete written report interpreting your feedback with recommendations


Call or email for more information and pricing.  Consultants, you are welcome to offer our Development Audit to your clients!

The SMART Way™ Virtual Development Audit is powered by Bristol Strategy Group, strategic partner of