Nonprofit organizations that have developed a business plan are better prepared to take advantage of opportunities that present and overcome challenges that develop. Participants will come to understand the value that business planning will bring to their organizations and learn how to proceed with the process.

1. Sponsored by:A Service
Of:
A Business Plan for Your Nonprofit
Kim Clark
April 24, 2013

2. Sponsored by:A Service
Of:
Advising nonprofits in:
• Strategy
• Planning
• Organizational Development
www.synthesispartnership.com
(617) 969-1881
info@synthesispartnership.com
INTEGRATED PLANNING

3. Sponsored by:A Service
Of:
Affordable collaborative data
management in the cloud.

4. Sponsored by:A Service
Of:
Today’s Speaker
Kim Clark
Principal
Polished Professionals Boston
Assisting with chat questions:
Jamie Maloney, Nonprofit Webinars
Founding Director of Nonprofit Webinars and Host:
Sam Frank, Synthesis Partnership

5. Business Planning for
Nonprofits
Webinar presented by
Kim L. Clark
Polished Professionals Boston

8. Business Planning Retreat
 Planning team examines the big picture
 Review our programs and services
 Verify that programs and services are useful
 Do programs and services reflect the Mission?
 How well do we communicate with our constituents, our
donors and the public?
 How much will it cost to sustain our programs, services
and the staffing needed?

9. The Business Plan Matters
 The Vision
 Evaluate our programs, evaluate metrics
 Verify that programs meet constituent needs
 Expand programs, shrink programs
 Identify emerging constituent groups
 Sustain the organization with a financial plan
The Mission

10. Compare and Contrast
The Strategic Plan
 Describes the current state of the organization
 Describes what the leaders want the organization
to be in 3 – 5 years
 Revisit Vision, Mission and Values
 Identify goals and objectives

11. Compare and Contrast
The Strategic Plan
 Devise strategies and action plans
 SWOT Analysis
 Strengths
 Weaknesses
 Opportunities
 Threats
 Leverage strengths and opportunities
 Overcome weaknesses and threats

12. Compare and Contrast
The Business Plan
 Portrays a relevant and thriving organization
 Introduces the specifics of an expansion plan
 Makes the case for financial support
 Details how funds will be utilized
 Describes how the expansion will benefit constituents
and the organization
 Describes how the expansion will improve expression
of the Vision and Mission

13. Elements of
The Business Plan
 Executive Summary
 Organization Description
 Organization Management
 Programs and Services
 Operations Plan

14. Elements of
The Business Plan
 Marketing Plan
 Funding Request
 Capitalization
 Financial Projections
 Appendix

15. Executive Summary
 Big picture overview of the organization
 Vision, Mission and Values statements
 State organization name, address and legal
structure 501[c][3]
 Brief description of products and services
 Name special achievements and awards
 Summarize plans for the future

16. Organization Description
 High level review of your organization
 Describe its unique value and goals
 History of the organization
 Constituent groups
 Describe constituent needs and your solutions
 Describe available programs and services
 Describe competitive advantages

18. Organization Management
 Organization leaders and their qualifications
 Senior management team and responsibilities
 Program managers and responsibilities
 Board of directors and officers
 Board member profiles
 Role of each board member
 Description of each board member’s value-added

20. Programs and Services
 Business Model: portfolio of programs and services
 Target constituency group of each
 Why your organization is uniquely positioned to offer
solutions to constituents through its programs and
services
 Explain the benefits to constituents that programs and
services deliver

21. Operations Plan
 Business Model: program functioning, delivery system
and management
 The processes by which services are delivered
 Describe how constituents access programs and
services
 Identify the locations at which each program and
service is delivered
 Describe evaluation metrics and standards

22. Marketing Plan
 Describe the organization’s outreach strategy
 Identify your organization’s promotional message and
methods
 Include demographic and lifestyle profiles of constituent
groups
 Do any local agencies offer comparable services?

23. Marketing Plan
 Are their local agencies that provide complementary
programs and services and can any become a
collaborator?
 Describe all growth and expansion plans
 Describe any signature events for which your agency is
known, the purpose and the success rate

24. Funding Request
 State the grant request or campaign goal
 State how additional funds will be utilized
 Project financial needs over next 3 – 5 years
 Give time frame for achieving expansions or upgrades

25. Funding Request
 Describe how the constituents and the organization will
benefit from the expansion and upgrades
 Provide a history of previous major grants and
campaigns, describe how the funds were utilized and
the outcomes for constituents and organization

26. Capitalization
 Reveal the assets and liabilities, net worth
 Available cash
 Value of property held
 Outstanding debts
 Equipment owned
 Endowment

27. Financial Projections
 Reveal sources of revenue and expenses
 Include the current budget and projected budgets for 3
– 5 years
 Make sure that projected budgets align with the grant
request or campaign goal!

28. Appendix
 Attach supporting documents
 Balance Sheet
 Cash Flow Statement and projections
 P & L Statement and projections
 Print marketing collaterals
 Proclamations from the city or state
 Notice of awards and special recognition

29. A Business Plan for
Your Nonprofit
 Invite the leaders to examine the organization and
assess its relevance, performance and financial needs
 Prepare your organization to launch a campaign
 Satisfy the requirement of a grant application
 Demonstrate that your organization is viable
 Plan to sustain the organization’s viability

30. Congratulations!

31. Kim L. Clark
Polished Professionals Boston
polishedprofessionals@verizon.net
www.polishedprofessionalsboston.com

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