Fundamentals for Nonprofits

Pay for Success Questionnaires and Tools

Due Diligence Tool

This tool is for those service providers who are ready to think more deeply about their organizational readiness to pursue Pay for Success and Social Impact Bonds. It is intended to complement and further the thinking initiated with the help of the Service Provider Questionnaire.

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Service Provider Readiness Questionnaire

This questionnaire enables those service providers who are in the initial phases of considering Pay for Success to quickly evaluate organizational readiness to pursue this model. With thanks to our colleagues at McKinsey & Company, Social Finance and Institute for Child Success who helped us to develop this tool. 

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Evaluator Questionnaire

This questionnaire enables those with experience in evaluation who are considering providing their services in a Pay for Success project to quickly assess organizational readiness to do so. With thanks to our colleagues at McKinsey & Company and Urban Institute and David Butler who helped us to develop this tool.

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Transaction Coordinator Readiness Questionnaire

This questionnaire enables those stakeholders who are in the initial phases of considering whether to perform the role of transaction coordinator to quickly evaluate organizational readiness to do so. With thanks to our colleagues at McKinsey & Company who helped us to develop this tool. 

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Investor Readiness Questionnaire

This questionnaire enables those stakeholders who are in the initial phases of considering whether to invest in a Pay for Success project to quickly evaluate organizational readiness to pursue this model. With thanks to our colleagues at McKinsey & Company,Third Sector Capital Partners and Social Finance who helped us to develop this tool. 

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Government Readiness Questionnaire

This questionnaire enables government personnel who are in the initial phases of considering whether to pursue Pay for Success to quickly evaluate readiness to pursue this model. With thanks to our colleagues at McKinsey & Company,Third Sector Capital Partners and The Harvard Kennedy School Government Performance Lab who helped us to develop this tool. 

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Issue and Intervention Readiness Questionnaire

This questionnaire enables those stakeholders who are in the initial phases of considering Pay for Success to quickly evaluate whether it is an effective means to address social issues in their community. With thanks to our colleagues at McKinsey & Company, Green & Healthy Homes Initiative and Corporation for Supportive Housing who helped us to develop this tool. 

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