Community Development Project Readiness Assessment

Managing a community development project requires clear documentation, reliable data, and effective reporting processes.

Complete this brief assessment to identify potential opportunities to strengthen documentation controls, reporting readiness, data management, impact tracking, and project support processes.

Please do not submit confidential, personally identifiable, financial account, or legally privileged information through this form.

Project Profile

Tell us more about your project(s).

Reporting Obligations

Determine the reporting requirements that apply to your project.

Has your project team identified all organizations or agencies that require project reports, certifications, supporting records, or compliance updates?

Yes, all reporting entities have been identified.

Most have been identified, but some requirements remain unclear.

We know some of them, but do not have a complete list.

No, reporting entities have not been fully identified.

I am unsure.

How confident are you that your organization can meet upcoming reporting deadlines with complete and accurate information?

1 Star = Not confident

5 Stars = Highly confident

Documentation Controls

Evaluate how project documentation is organized, maintained, and controlled.

Does the project maintain a controlled inventory of required documents and supporting evidence?

Yes, a complete inventory or document register is maintained.

A partial inventory exists.

Documents are organized, but no formal inventory exists.

Documents are stored across multiple locations without centralized tracking.

No.

I am unsure.

Please rate the consistency of your document naming, version control, access permissions, and retention practices.

1 Star = Very inconsistent

5 Stars = Highly consistent

Data Governance and Reporting Systems

Assess how project data is collected, managed, and used for reporting.

How are reporting responsibilities and data ownership currently defined?

Clearly documented and assigned.

Generally understood but not documented.

Assigned differently depending on the report.

Responsibilities are unclear or frequently changing.

We have no formal ownership structure.

Other

Which community impact outcomes does your project track or expect to track?

Units created, preserved, or occupied

Jobs created or retained

Businesses assisted or square footage developed

Resident income, demographics, or affordability

Community services or participant outcomes

Environmental or sustainability outcomes

Neighborhood investment or economic activity

Other

How well can your organization connect reported impact metrics to reliable source evidence?

Very well; evidence is consistently maintained and traceable.

Generally well, with occasional gaps.

Inconsistently; evidence depends on the metric or project team.

Poorly; supporting evidence is often difficult to locate.

We do not currently track impact metrics.

Other

Project Onboarding and Accountability

Review how responsibilities are assigned, communicated, and maintained.

How formalized is your project onboarding process for staff, consultants, partners, and contractors?

1 Star = Not formalized

5 Stars = Fully documented and consistently followed

Results and Contact Information

Assessment Complete

Thank you for completing the Project Readiness Assessment.

Please provide your contact information below if you would like to receive a copy of your assessment results and recommendations. Your responses will be reviewed to identify strengths, potential risk areas, and opportunities to strengthen documentation, reporting, data management, and project support processes.

If you would like to discuss your results in greater detail, you are encouraged to schedule a complimentary Project Readiness Discovery Call.

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I agree to receive text messages from Deihm Professional Services, LLC regarding my inquiry, appointments, and service-related updates. Message and data rates may apply. Reply STOP to opt out at any time.

Project location

City and state only. Please do not provide a street address.

When would you like to address the identified readiness needs?

Is there anything else you would like us to understand about your project’s operational readiness?

Please provide only a general description. Do not include confidential, privileged, personally identifiable, banking, tax-return, or sensitive transaction information.

What Happens Next?

Your responses will be reviewed.
If requested, a copy of your assessment results will be emailed to you.
You may schedule a complimentary Project Readiness Call to discuss your results, explore potential risks, and identify opportunities for improvement.
There is no obligation to purchase services or move forward with a consulting engagement.

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