Organisation name. Business Plan: (20XX 20YY) Date

Transcription

1 Organisatin name Business Plan: (20XX 20YY) Date

2 Executive Summary (This shuld be written last) This is yur pprtunity t make a great first impressin and grab the reader s attentin. The exec summary will usually include a summary f the fllwing infrmatin: NOTE: this cntent shuld be kept at a very high level- i.e. an intrductry summary t the rest f the dcument. Brief descriptin f the rganisatin (established, lcatin, legal structure etc) Thery f prblem statement Thery f change (slutin thery) Visin Missin Strategic aims Cre activities Scial impact gals/ targets Operatinal targets Financial prjectins 2

3 Cntents Executive Summary... 2 Cntents... 3 Part 1: Intrductin and purpse f the dcument... 4 Part 2: Thery f the Prblem... 5 Part 3: Strategy... 6 Thery f Change... 6 Thery f Actin... 6 Strategy... 6 Part 4: Operatins... 7 Part 5: Marketing:... 8 Marketing Strategy:... 8 Marketing Plan:... 8 Part 6: Organisatinal Develpment... 9 Part 7: Finance Appendices

4 Part 1: Intrductin and purpse f the dcument The purpse f this sectin is t set the scene fr the reader by prviding an intrductin t the rganisatin and explaining the purpse f the business plan. The intrductin shuld include a brief descriptin f the rganisatin, including infrmatin such as; when the rganisatin was established, funder, gegraphical lcatin, legal structure, brief histry etc. The purpse f the dcument shuld explain why yu have prduced this plan, fr example; t secure seed funding, raising finance fr grwth etc). Finally, yu shuld intrduce the structure f the dcument (the 6 cre parts) explaining the purpse f each part (e.g. Thery f the Prblem: sets ut the scial prblem the rganisatin is seeking t address). This shuld als include a brief descriptin f the scial change mdel - prviding the framewrk fr defining yur rganisatins scial mdel. 4

5 Part 2: Thery f the Prblem Part 2 f yur business plan shuld utline the prblem (scial, envirnmental) that yu are setting ut t slve / alleviate. This will typically require yu t include the fllwing infrmatin: The current state & the gal state: Current State: What is the current situatin (r state) f the prblem yu have identified? Gal State: What is the end, gal state r cnditin that wuld result if the prblem was slved? The cntext behind this prblem? (envirnmental analysis): Wh is experiencing this prblem and what are their typical experiences? What is the scale f the prblem? Why des this prblem exist? Yur thery f the prblem statement Scial Mdel 5

6 Part 3: Strategy Part 3 f yur business plan shuld utline yur strategy fr addressing the scial/ envirnmental prblem (the scial mdel), fllwed by an explanatin f hw this translates int yur strategy. With this in mind, yu shuld aim t include a summary f yur thery f change, thery f actin and verall strategy, (including a summary f cre bjectives and utcmes). Thery f Change The slutin thery (yur strategy) t addressing the prblem defined in part 2. This shuld include: Prpsed interventins and utcmes: Define and map yur pathway f change ; the cause and effect links that cnnect yur high level interventins t yur utcmes, and yur utcmes t the alleviatin f the prblem(s) experienced by yur target ppulatin. Assumptins: clear dcumentatin f the assumptins made within this slutin thery- the cnnectins between the interventins and the utcmes. Where pssible, evidence shuld be prvided t justify these examples; frm research, persnal experience r experiences frm a similar rganisatin. Thery f Actin Defining the specific activities r actins that will enable yu t deliver yur slutin t the prblem. This shuld include: Cre actins: Articulating the theretical interventins utlined in yu thery f change, e.g. hw will yu prvide supprt t migrants and refugees arund emplyment/ civic rights and entitlements. Supprt actins: additinal interventins that may be required t enable yur rganisatin t deliver its cre actins. Strategy This sectin shuld prvide the reader with a high level summary f yur strategy, illustrating hw the activities defined in yur scial mdel (abve) will enable yu t deliver yur rganisatins verall missin. This sectin shuld therefre include: Yur visin statement: articulating the lng term gal that the prject r rganisatin aims t realise. Yur missin statement: a clear and simple summary f what yu d and why yu d it- fcusing n prviding the reader with a brief insight int the internal wrkings and bjectives f yur prject. Values: a set f values that act as guiding principles arund hw a prject r rganisatin will perate. Cre activities/ actins: Defined in yur thery f actin. Fr each activity, include a summary f the fllwing: Cre bjective Shrt/Medium/ Lng term utcme gals (using yur defined utcme indicatrs) Yu may want t cnsider using a lgic mdel r similar framewrk t structure this infrmatin. Scial Mdel Business Mdel 6

7 Part 4: Operatins Part 4 f yur business plan shuld utline the detail behind hw yu plan t deliver the strategy as detailed in Part 3. This sectin is typically separated int a number f sectins, reflecting the peratinal plan fr each f yu rganisatins cre activities/ actins: Fr each cre activity/ actin, yu shuld aim t summarise the fllwing infrmatin: Purpse / bjective f the activity: hw d yu define success fr this activity? Key utput gals: peratinal gals using yur utput indicatrs Key steps / actins: what are the headline (3-5) actins which, in aggregate, wuld define hw this activity takes place frm day t day? Capabilities / skills / knwledge required: what human expertise is required t deliver the activity successfully? Key inputs: what ther things need t happen fr this activity t be successful? Business Mdel Organisatin, Operatins and Infrastructure 7

8 Part 5: Marketing: Part 5 f yur business plan shuld define yur marketing strategy and marketing plan. Marketing Strategy: Yur marketing strategy shuld define: Yur psitin in the market landscape- hw des yur value prpsitin cmpare t yur cmpetitrs? Yur rutes t market - hw will yu reach the target audience with yur value prpsitin? Cmmunicating yur value prpsitin- yur prduct r services key features and benefits. Marketing Plan: Yur marketing plan shuld define: Marketing bjectives: Each bjective f the marketing plan shuld be fcused n enabling the rganisatin t deliver its missin and strategic aims. Tls: Plan: Price: hw much will yu need t charge fr yur prduct r service? Place: which audience segment & rutes t market will yu fcus n fr delivery f this bjective? Prmtin: yur cmmunicatins plan- which features and benefits will be cmmunicated t this specific audience segment and thrugh this specific rute t market? Gals: what gals will yu need t meet t make sure yu deliver the bjective? Time frame: when will yu need t achieve these gals? Resurce/ budget: what will yu need t invest in t achieve these gals? Scial Mdel Business Mdel Marketing Organisatin, Operatins and Infrastructure 8

9 Part 6: Organisatinal Develpment Part 6 f yur business shuld prvide an verview f the internal elements f the rganisatin. This shuld include the internal develpment gals, cre capabilities and skill gaps, gvernance and legal structure. Organisatin, Operatins and Infrastructure Legal Structures Gvernance 9

10 Part 7: Finance Part 7 f yur business shuld prvide an verview f yu current financial psitin and yur future financial prjectins. This sectin shuld therefre include: Summary f the rganisatins current financial psitin: (Fr an existing rganisatins nly) Incme statement (aka Prfit and Lss Accunt) Balance sheet Cash-flw statement Financial Prjectins: Incme statement (aka Prfit and Lss Accunt) Balance sheet Cash-flw statement Yu shuld als try and summarise the key assumptins frm yur financial prjectins. Funding requirement: Yu shuld clearly define the funding/ investment requirement and why it is needed (start up funding, wrking capital, grwth/ expansin etc). Financial Management Funding and Finance 10

11 Appendices Yu shuld aim t keep yur business plan as cncise as pssible. If yu are struggling t fit in sme f the mre detailed infrmatin in a cncise manner, cnsider mving sme infrmatin t the appendix. Remember- yu shuld nly include cntent which is relevant t/ supprts the main bdy f the business plan. Any appendix cntent must be referenced directly in the main bdy f the business plan. The fllwing list gives sme examples f typical cntent that is ften mved t the appendix f a business plan: Big/ CVs f cre management team/ bard Detailed data frm yur envirnmental analysis (thery f the prblem) e.g. cnsultatin summaries, survey data etc. Detailed data frm market research Detailed financial infrmatin (prjectin assumptins, full P&L etc) 11