Components Of A Business Plan

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  1. Vision

This is your overall aim for the future

  1. Mission statement

This describes why your organisation exists (this can usually be found in the Memorandum and Articles)

  1. Legal status

Do you have charitable recognition, are you incorporated

  1. History

When the organisation was established and details of any major changes that have taken place since then

  1. Location

Where you operate including any restrictions

  1. Board of Directors

The skills and experience of the people responsible for making the decisions and the number of people who are on your Board

  1. Staff

How many paid staff work in the organisation, what jobs they do, whether they are full-time, part-time, or sessional workers

  1. Volunteers

How many volunteers you have and what they do; how you support them

  1. Services

What you do.  This should include all your activities, both core and projects

  1. Funders

List all your main funders here.  This should also include any Service Level Agreements or Contracts that you fulfil.

  1. Main achievements

Any special achievements or events that you are particularly proud of

  1. The people who use your services and their needs

Why your services are needed, and how you make a positive difference

  1. Likely changes and developments that will affect your organisation  (PESTLE)

This looks at the external environment (Political, Economic, Social, Technical, Legal, Environmental) in which you operate

  1. Strengths, Weaknesses, Opportunities, Threats (SWOT analysis)

This gives a short analysis of what should be developed, what should be changed, and what should be shelved within the organisation

  1. Action Plan

What you will do to make the most of your Strengths and Opportunities, and to combat any Weaknesses and Threats

  1. Projections of your expenditure and income

What it will cost to deliver your activities and where you will get the money from to do this

  1. Fundraising and Income Generation Strategy

How and when you will bring in the money

  1. Marketing and Communications Strategy

How you will make it happen

  1. Conclusion
  2. Appendices

Include any statistical, background or research information here.

Your initial Business Plan should ideally cover a period of 3 years.  However, a good Business Plan is a ‘living document’ and will adapt according to the situation the business finds itself in.