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BUSINESS PLANNING COURSE-NOT FOR
PROFIT
HOW TO A WRITE BUSINESS PLAN FOR FUNDING AND
GROWTH
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
WHAT YOU WILL LEARN
 The importance of putting a business plan together
for funding and growth
 What is a business plan and misconceptions of
business planning
 Scope and contents of a compelling business plan
 Strategic planning versus business planning
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
WHAT YOU WILL LEARN
 Developing your vision and mission statement
 Corporate strategy, organisational goals and
objectives – what they are
 Profiling your target market for effective marketing
and setting your pricing strategies
 Defining your core products and services, as well as
planned projects including their features and benefits
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
WHAT YOU WILL LEARN
 Analysing your internal resources and gap analysis
 Analysing your external operating environment -
PEST Analysis v Porters Five Forces
 Competition analysis v USP - why is this important?
 SWOT Analysis – organisational v projects
 Crafting your implementation plan – from vision to
reality
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
WHAT YOU WILL LEARN
 7 Marketing mix for developing your marketing
strategy – brief overview
 Risk analysis and management strategies – project v
organisation.
 What happens next- your funding strategy and plan to
turn your plan into reality
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
WHY SHOULD A CHARITY HAVE A
BUSINESS PLAN ?
A good Business Plan will help you :
 Plan for the future
 Assess your organisation’s strengths and weaknesses
 Highlight potential risks and how you will minimise
and manage these risks
 Highlight the opportunities open to you
 Guide the activities of your Organisation
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
WHY SHOULD A CHARITY HAVE A
BUSINESS PLAN ?
 Show how you will monitor and evaluate your work
and make changes to your work to make it more
effective
 Demonstrate that your organisation can successfully
deliver and manage its work
 Demonstrate that your plans are feasible and realistic
 Demonstrate sound planning, project and financial
management
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
MISCONCEPTION OF BUSINESS PLANNING
 Not needed for the not for profit sector
 It is for those in the for profit sector and only large
commercial organisations need it
 Only required when an organisation needs business
loans
 Funders never ask for them so why bother.
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
WHAT IS A BUSINESS PLAN?
What is a compelling business plan?
 A management tool to help you accomplish your
organisational goals and objectives
 A management tool to guide you in your planning
 A management tool that articulates organisational
vision, mission and goals, as well as strategies for
achieving them
 A tool for securing finance
 A map (the A- Z) of your organisation- except that
this is not a static map (it evolves)
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
CAUTIONS ABOUT BUSINESS PLANS
 A business plan should never be perceived narrowly
as a document for raising finance.
 A business plan should not be perceived as a tool
needed when you are starting a new organisation or
project/ trading business.
 A business plan should not be developed without the
involvement of the senior management team
members.
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
COMMON THEMES BETWEEN FOR PROFIT
AND NOT FOR PROFIT BUSINESS PLANS
 A management tool for planning resources to achieve
goals and objectives
 A management tool to communicate strategy,
mission, vision, values and goals to stakeholders.
 A management tool usually requested by funders
In broad terms the structure and the essence are
similar. Before we look at the scope of business
planning in the not for profit sector lets look at
strategic planning v business planning.
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
STRATEGIC PLANNING VERSUS BUSINESS
PLANNING
Setting the context for business planning in operation:
 Understanding the difference between strategic plan
and business plan.
 It is important you know that a business plan should
be preceded by a strategic plan.
 A strategic plan provides details of the core business
operations (services and products of your
organisation based on its core strengths).
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
STRATEGIC PLANNING IN ACTION
Setting the context for business planning in operation:
 Strategic plan- after thoroughly researching a market,
a charity offering affordable childcare services
decides to set up a childcare organisation to meet
needs that are not fully met by existing suppliers.
 Business plan- having taking a decision to set up a
childcare organisation, the organisation should now
proceed to putting together a plan to achieve this
goal. (Never attempt to write a business
plan without first being clear about your
strategic plan, vision or mission)
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
SCOPE AND CONTENTS OF A COMPELLING
BUSINESS PLAN
 Description of your organisation
 How the organisation is managed -human resources
 Details of your market, current services and products
 Details of your future or planned services /projects
 Analysis of internal and external operating
environment; Competition analysis & SWOT
 How you intend to market your services and projects
 How you plan to finance your core operations/projects
 How you intend to plan, monitor and evaluate projects
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
SCOPE AND CONTENTS OF YOUR BUSINESS
PLAN – ABOUT YOUR ORGANISATION
Description of your organisation
 Brief history of your organisation: when it was
started and why; history of what you have done,
where the organisation is based; who is the
organisation focused on i.e. what type of people
 Organisation Aims & Objects: These should be the
ones taken from your Governing Document
(constitution etc.). It is important that these aims are
consistent with what you are planning to do.
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
SCOPE AND CONTENTS OF YOUR BUSINESS
PLAN – ABOUT YOUR ORGANISATION
Description of your organisation
 Vision or Mission Statement: Vision is what the
organisation wants the end state of its services to
attain. Mission is the purpose for which the
organisation exists.
Examples: The charity’s vision is to alleviate poverty in the community of Siberia
specifically amongst women. This represents the end state that the organisation wants to accomplish .
The charity’s mission is to train people who are unemployed to develop skills to attain employment
through the job market or self employment route.
COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011
SCOPE AND CONTENTS OF A BUSINESS
PLAN
This course comes with over 50 slides and a complete toolkit
plus, six month acess to training video and templates.
You will also be able to get tutor support, as well as business
plan writing and review support
Contact Details: BSS Management Consultancy
Email- info@bssresponders.com
Tel- 0845 226 4315

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Business Plan For The Not for profit Sector

  • 1. BUSINESS PLANNING COURSE-NOT FOR PROFIT HOW TO A WRITE BUSINESS PLAN FOR FUNDING AND GROWTH
  • 2. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 WHAT YOU WILL LEARN  The importance of putting a business plan together for funding and growth  What is a business plan and misconceptions of business planning  Scope and contents of a compelling business plan  Strategic planning versus business planning
  • 3. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 WHAT YOU WILL LEARN  Developing your vision and mission statement  Corporate strategy, organisational goals and objectives – what they are  Profiling your target market for effective marketing and setting your pricing strategies  Defining your core products and services, as well as planned projects including their features and benefits
  • 4. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 WHAT YOU WILL LEARN  Analysing your internal resources and gap analysis  Analysing your external operating environment - PEST Analysis v Porters Five Forces  Competition analysis v USP - why is this important?  SWOT Analysis – organisational v projects  Crafting your implementation plan – from vision to reality
  • 5. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 WHAT YOU WILL LEARN  7 Marketing mix for developing your marketing strategy – brief overview  Risk analysis and management strategies – project v organisation.  What happens next- your funding strategy and plan to turn your plan into reality
  • 6. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 WHY SHOULD A CHARITY HAVE A BUSINESS PLAN ? A good Business Plan will help you :  Plan for the future  Assess your organisation’s strengths and weaknesses  Highlight potential risks and how you will minimise and manage these risks  Highlight the opportunities open to you  Guide the activities of your Organisation
  • 7. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 WHY SHOULD A CHARITY HAVE A BUSINESS PLAN ?  Show how you will monitor and evaluate your work and make changes to your work to make it more effective  Demonstrate that your organisation can successfully deliver and manage its work  Demonstrate that your plans are feasible and realistic  Demonstrate sound planning, project and financial management
  • 8. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 MISCONCEPTION OF BUSINESS PLANNING  Not needed for the not for profit sector  It is for those in the for profit sector and only large commercial organisations need it  Only required when an organisation needs business loans  Funders never ask for them so why bother.
  • 9. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 WHAT IS A BUSINESS PLAN? What is a compelling business plan?  A management tool to help you accomplish your organisational goals and objectives  A management tool to guide you in your planning  A management tool that articulates organisational vision, mission and goals, as well as strategies for achieving them  A tool for securing finance  A map (the A- Z) of your organisation- except that this is not a static map (it evolves)
  • 10. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 CAUTIONS ABOUT BUSINESS PLANS  A business plan should never be perceived narrowly as a document for raising finance.  A business plan should not be perceived as a tool needed when you are starting a new organisation or project/ trading business.  A business plan should not be developed without the involvement of the senior management team members.
  • 11. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 COMMON THEMES BETWEEN FOR PROFIT AND NOT FOR PROFIT BUSINESS PLANS  A management tool for planning resources to achieve goals and objectives  A management tool to communicate strategy, mission, vision, values and goals to stakeholders.  A management tool usually requested by funders In broad terms the structure and the essence are similar. Before we look at the scope of business planning in the not for profit sector lets look at strategic planning v business planning.
  • 12. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 STRATEGIC PLANNING VERSUS BUSINESS PLANNING Setting the context for business planning in operation:  Understanding the difference between strategic plan and business plan.  It is important you know that a business plan should be preceded by a strategic plan.  A strategic plan provides details of the core business operations (services and products of your organisation based on its core strengths).
  • 13. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 STRATEGIC PLANNING IN ACTION Setting the context for business planning in operation:  Strategic plan- after thoroughly researching a market, a charity offering affordable childcare services decides to set up a childcare organisation to meet needs that are not fully met by existing suppliers.  Business plan- having taking a decision to set up a childcare organisation, the organisation should now proceed to putting together a plan to achieve this goal. (Never attempt to write a business plan without first being clear about your strategic plan, vision or mission)
  • 14. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 SCOPE AND CONTENTS OF A COMPELLING BUSINESS PLAN  Description of your organisation  How the organisation is managed -human resources  Details of your market, current services and products  Details of your future or planned services /projects  Analysis of internal and external operating environment; Competition analysis & SWOT  How you intend to market your services and projects  How you plan to finance your core operations/projects  How you intend to plan, monitor and evaluate projects
  • 15. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 SCOPE AND CONTENTS OF YOUR BUSINESS PLAN – ABOUT YOUR ORGANISATION Description of your organisation  Brief history of your organisation: when it was started and why; history of what you have done, where the organisation is based; who is the organisation focused on i.e. what type of people  Organisation Aims & Objects: These should be the ones taken from your Governing Document (constitution etc.). It is important that these aims are consistent with what you are planning to do.
  • 16. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 SCOPE AND CONTENTS OF YOUR BUSINESS PLAN – ABOUT YOUR ORGANISATION Description of your organisation  Vision or Mission Statement: Vision is what the organisation wants the end state of its services to attain. Mission is the purpose for which the organisation exists. Examples: The charity’s vision is to alleviate poverty in the community of Siberia specifically amongst women. This represents the end state that the organisation wants to accomplish . The charity’s mission is to train people who are unemployed to develop skills to attain employment through the job market or self employment route.
  • 17. COPYRIGHT© TO BUSINESS SERVICES SUPPORT LIMITED 2011 SCOPE AND CONTENTS OF A BUSINESS PLAN This course comes with over 50 slides and a complete toolkit plus, six month acess to training video and templates. You will also be able to get tutor support, as well as business plan writing and review support Contact Details: BSS Management Consultancy Email- info@bssresponders.com Tel- 0845 226 4315