How to run your organization in FundWisr.

What this software is, how to set up your account, and how to read the screen. Start at the top if you have never opened FundWisr before.

• What FundWisr isAn honest description of what this software does, what it does not do, and the one idea that makes the rest of it make sense.3 min
• Creating your accountSigning up, confirming your email, and creating the workspace your organization's records will live in.2 min
• Your organization profileThe record every other tool reads from, why filling it in is the highest-value hour you will spend, and what each part of it unlocks.1 min
• Running your first diagnosticThe Comprehensive Organizational Health Diagnostic: what the 52 questions measure, how the score is built, and what to do with the result.3 min
• Reading the screenThe sidebar, the page header, lock icons, and the small conventions that mean the same thing on every page in the app.3 min
• Plans and what each one includesThe five plans, what each one unlocks, how the AI allowance works, and what happens to your records if you change plan.2 min
• Your team and what each role can seeInviting people, the eleven roles, which ones use a seat, and how to give a consultant or auditor narrow access without handing over the organization.2 min
• Setting up how you readThemes, text size, spacing, motion, and focus. How to make FundWisr readable for you, and have it stay that way everywhere.2 min

The six pages you open without having decided what you came to do. Setup progress, bringing records in, and the three that tell you what needs attention.

• Start hereThe setup checklist that reads your real records, shows what each thing you enter turns on, and always names one next step.2 min
• Bringing your records inGetting donors, giving history, properties, and documents in from a spreadsheet or another system without creating a second copy of everybody.2 min
• Command CenterYour home page: the resilience score, what needs your attention, and the recommended action plan built from everything else in the software.2 min
• Diagnostic CenterAll thirteen diagnostics, when to use each one, and how re-running them over time turns a score into a trend.3 min
• Action CenterWhere a finding becomes somebody's job: tasks, owners, priorities, projects, subtasks, and where the work came from.3 min
• Deadline BoardEvery dated obligation you have, from every tool, on one page, sorted by how soon it hurts.3 min

Recording what you already have, finding what you could have, and keeping the two apart. Revenue, donors, earned income, pricing, grants, non-grant capital, and finance.

• Revenue PortfolioEvery source of money you have, recorded with how certain it is, so the total never quietly mixes a signed contract with a hopeful guess.3 min
• Donors & RelationshipsOne record per person or organization, whatever their relationship to you, and a cultivation plan you can actually read.3 min
• Income StreamsA catalog of 42 ways nonprofits earn money, scored against your actual organization rather than presented as a list of good ideas.2 min
• Sliding Scale BuilderPricing a service by what people can afford, built from real federal poverty figures and your program's true cost rather than from instinct.2 min
• Grant IntelligenceSearching for grants that fit, scoring the fit honestly, and tracking the ones you pursue through to reporting.3 min
• Funding CorridorsCapital that is not a grant: contracts, investment, loans, accelerators, and the certification programs that open doors to them.2 min
• FinanceBudgets, what you are owed, what you owe, what you have spent, and the restricted money you are holding for somebody else's purpose.2 min

Programs and the people in them, the forms that let people reach you, and the governance, staffing, risk and strategy work that decides whether any of it holds.

• Program DesignWhat you should build and why: the need, who it serves, how it is meant to work, and whether the design is sound enough to approve.2 min
• Program ImpactWhat actually happened: outputs, outcomes, indicators tracked over time, and the honest gap between what you measured and what you claimed.2 min
• People ServedOne record per person moving through your programs, from first inquiry to alumni, with nothing overwritten as they move.2 min
• Forms & ApplicationsBuilding a form, putting it on a public link, and working through what comes back without it turning into an inbox.2 min
• Risk & Compliance CenterA register of what could go wrong, a calendar of what must be filed, a library of your policies, and a record of incidents when something does happen.2 min
• Strategy & ExecutionTurning a plan into goals with owners, dates and measures, and initiatives that either move them or do not.2 min
• Strengthen OrganizationThe overview across staff, volunteers and board that shows whether you are depending on people you do not actually have.1 min
• Staff & WorkforcePaid people and the positions they hold, including the positions you have not filled and the ones you cannot afford yet.1 min
• VolunteersRecruiting, screening, scheduling and recording contributed time, and the portal volunteers use without entering your workspace.1 min
• Board & GovernanceTrustees, terms, committees, meetings with drafted minutes, and the conflict of interest disclosures that are always overdue somewhere.2 min

Scaling, property, commercial structure, the buildings and assets you already hold, and events. The tools where the software most often tells you not to.

• Scaling IntelligenceGrowing a model that works, with the financial projections, milestones and scenarios that decide whether it survives being bigger.2 min
• Property FinderAcquiring and redeveloping a building, through a fifteen-stage lifecycle that puts the cheap questions before the expensive ones.3 min
• Hybrid Model IntelligenceWhether to change how you are structured in order to do something commercial, with ten options ranked, two of which mean do not restructure.2 min
• Facilities & AssetsThe buildings you occupy, the equipment you own, the vendors who service them, and the requests to buy more.1 min
• EventsRunning an event once and letting the information reach everywhere it is relevant, instead of retyping it into four modules.2 min

The tools that hold no records of their own and read across everything else: asking questions, writing documents, building reports, keeping evidence, connecting other systems, and learning.

• AI Co-StrategistAsking questions about your own organization in plain language, and letting it do things rather than only answer.2 min
• Document StudioGenerating the documents a nonprofit needs, from a library of hundreds, with questions that draw the answer out of you rather than a blank page.2 min
• Report BuilderPulling real figures out of your tools into a report you can schedule, export, and hand to a funder or a board.2 min
• Data & EvidenceWhere documents and evidence live, linked to the program, grant or goal they support, so a claim can be traced to something.2 min
• IntegrationsConnecting other systems you use, and an honest account of what each connection can and cannot do yet.1 min
• Training StudioVideo lessons, learning paths, and progress tracking, alongside the written manual you are reading now.1 min
• FundWisr CommunityThe one part of FundWisr that reaches outside your organization: a directory and discussions with other nonprofits using it.1 min

Settings, billing, what the software emails you, signing documents, the portals other people use, and how to reach a person.

• SettingsYour team, your organization's details, your legal acceptances, and the record of who did what.1 min
• BillingYour plan, changing it, what a downgrade does to your records, and where the invoices are.1 min
• NotificationsWhat FundWisr emails you, how to make it less, and the two you should keep whatever else you turn off.1 min
• SignaturesSending a document for electronic signature, and what makes the resulting record hold up when somebody disputes it.2 min
• The four portalsSeparate doors for volunteers, board members, staff and participants, so people can do their part without entering your workspace.1 min
• Getting helpWhere to look, in what order, and how to reach a person when the answer is not written down.1 min