How your information is used
This explains what the diagnostic and tracker do with your information, including what the diagnostic owner can see.
What you provide
The diagnostic asks for your organization name, contact name, email, optional phone number, location, organization type, and answers about how you operate. It asks how you track money; you do not need to enter exact revenue, account numbers, or financial statements.
Drafts on this device
While you complete the diagnostic, an unfinished draft is saved in this browser. It is removed from browser draft storage after a successful submission. Use a device you trust, especially if other people share it.
What happens when you submit
Your contact details, answers, scores, priorities, and generated roadmap are stored in the site’s database. The diagnostic owner can review them in a restricted dashboard. Results are based on the answers you provide and are not independently verified.
Tracker access and activity
A browser cookie lets you return to your tracker. Saved actions, check-ins, support requests, and replies are associated with your organization’s record. The owner can issue an access link if you need to return on another device. Keep that link private: someone who has it may be able to access your tracker.
AI-assisted support replies
The score and roadmap use fixed rules, without AI. When preparing a reply to a support request, the owner can send the request’s subject, details, preferred times, organization name, industry or mission area, stage, and diagnostic score summary to OpenAI. The integration does not include your full diagnostic answers or your contact email and phone fields. Any personal details you type into the request would still be included.
The owner reviews the draft before choosing to share a response in your tracker. AI does not send messages to your customers, clients, or donors, and does not confirm calendar bookings.
Payments
When subscriptions become available, Stripe handles checkout and billing. The site stores subscription identifiers and status to manage tracker access. Card details are entered with Stripe, rather than in the diagnostic.
Keep responses about your organization
Use process descriptions and general examples. Leave out passwords, bank or card numbers, patient information, and identifiable customer, donor, or program-participant records.
Questions about your record
Contact the person who shared the diagnostic with you. Tracker subscribers can also use the support request form to ask the owner about their record.