organization paper

2

Name of Business Plan

First and Last Name

Department of Social Work, California Baptist University

SWK 573: Social Work Management and Leadership

Dr. Shané P. Teran

March 10, 2024

Author Note:

This paper is being submitted to Professor Teran in partial fulfillment of the requirement for Social Work Management and Leadership SWK 573, on March 10th, 2024.

Name of Business Plan

Mission & Vision Statement

Mission Statement

Include your Mission Statement here

Vision Statement

Include your Vision Statement here

Executive Summary

For this outline, complete this section of your paper . You can add to this section later if you want to add or change any information.

Essential Business Skills Chapter 5

The executive summary is an opportunity to make the initial sales pitch for your particular social work program idea. Remember the focus on developing sales pitches discussed in  Chapters 1 and  4—this is also an important skill for business planning.

Ideally, the executive summary should be about one page in length. If it needs to be a bit longer to capture all of the necessary information, it can be, but the executive summary should be no longer than two pages, maximum. A basic rule of thumb is if you cannot summarize your program idea in less than five minutes, your summary is too long. It is important to realize that this will most likely be the first section that investors or funders will look at in your business plan. If the executive summary sparks some interest, they may read further. If it does not, then all of your other efforts may be for naught. Often, it is easiest to write this section last after all the other business plan components have been completed and understood. Nonetheless, it is essential that the executive summary include the following components written in a concise and engaging style in order to capture the reader’s attention:

•Brief description of the basic program concept(s).

•Overview of market size and proposed opportunity to capture market share.

•Discussion of key competition that is anticipated.

•General plan to make money and achieve social impact.

•A more specific description of how your new program will create social impact (e.g. how is it different from a commercial business?).

•Brief management biographies of key leaders—thumbnail highlights only

Program Concept

For this outline, include at least three program service ideas. Have a brief description of each idea as a framework for your final paper.

Marketing/Advertising

Chapter 4 of Essential Skills includes information on Marketing Plans. Review this chapter and give a brief description of your marketing plan – describe which marking tools, and framework you plan to select.

•Start-up funds required and planned use—can be explained in a narrative format.

•Historical financial statements going back five years, if available.

•Ideally, five-year pro forma projections for new program— include, if possible, the following financial statements in pro forma:

—Income statement

—Statement of cash flows

—Balance sheet

Organizational Structure

Identify names of departments and begin thinking about the responsibilities under each department.

Detailed Line-Item Budget

Chapter 2 of Essential Skills text has an example of a format you can use for your budget plan. For this outline, show the format you plan to select (i.e. graph, excel spreadsheet, etc).

Financial Plan

Bullet point brief on how you plan to finance your program. Found in Chapter 2 of Essential Skills text.

•Start-up funds required and planned use—can be explained in a narrative format.

•Historical financial statements going back five years, if available.

•Ideally, five-year pro forma projections for new program— include, if possible, the following financial statements in pro forma:

—Income statement

—Statement of cash flows

—Balance sheet

Human Resource

Give a brief description of your strategy and plan for acquiring and maintaining talent

Sample Job Description

For this outline, select 2-3 job postings/descriptions for a position similar to what you will be creating for your organization. (include as an attachment to this document)

Appendix

Develop one marketing item (i.e. flyer, handout, brief video) for this outline. Include the item as apart of the appendix.