Unit7
tbeard23See attached and example template
4 months ago
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files (2)Unit7.docx
IC-Nonprofit-Business-Plan-10928_PDF.pdf
Unit7.docx
Purpose
· Develop a comprehensive one-year business plan for a new nonprofit or audit an existing nonprofit's operations.
· Include standard business plan components and elements unique to nonprofit organizations.
Task
Throughout this course, you have been developing various components of your business plan, including budgeting, competitor analysis, organizational structure, volunteer management, and marketing/communication plans.
For this assignment, you will complete a one-year business plan for your new nonprofit or conduct an audit of an existing nonprofit.
· Focus on key operational and planning elements that will drive the organization's success over the next year.
· You may utilize a template, modify it to align with your specific requirements, or create your own from scratch.
Include the following sections
Executive Summary:
Summarize the mission, goals, key components and recommendations included in your business plan.
Organization Description and Mission Alignment:
Provide detailed information about the nonprofit, including its history, top leadership, mission, vision, and values.
Programs and Services:
Outline the specific programs and services the nonprofit offers or intends to offer.
For current nonprofits, assess the effectiveness and impact of current programs and services.
Conduct a market analysis of the nonprofit landscape, focusing on identifying potential collaborators, competitors, and immediate market dynamics.
Market Analysis:
Conduct a practical analysis of the nonprofit landscape, focusing on identifying potential collaborators, competitors, and immediate market dynamics relevant to operational planning for the next year.
Mission Alignment:
Assess the current (or proposed) mission to ensure it effectively guides the organization's operational activities and objectives.
Target Audience:
Define the demographic or community the nonprofit aims to serve.
Identify additional target audiences.
Marketing and Communication Plan:
Outline the one-year marketing and communication plan to promote the nonprofit's mission effectively.
For existing nonprofits, evaluate the nonprofit's marketing and communication efforts and suggest improvements for the upcoming year.
Organization Structure and Governance:
Detail the organizational structure, including roles and responsibilities.
Highlight governance practices, emphasizing board development.
For current nonprofits, evaluate the effectiveness of the board and leadership in achieving the organization's mission over the next year.
Volunteer and Staff Management:
For existing nonprofits, assess volunteer and staff management practices, including recruitment and training.
For new nonprofits, create a plan for volunteer and staff management practices.
Technology and Data Analytics tools:
Conduct comprehensive analysis and strategic identification of Technology and Data Analytics tools.
Fundraising and Financial Plan:
Describe the fundraising plans and financial projections for the next year.
Include a budget, sources of revenue, and a sustainability plan.
For current nonprofits, review the financial statements, budget, and financial health of the organization. Analyze current fundraising strategies and propose potential improvements.
Evaluation and Recommendations:
Evaluate the effectiveness of the nonprofit's current operations (for the audit option) or proposed business plan (for the new nonprofit option).
Provide recommendations for improvement based on the evaluation findings.
Develop an action plan for implementing suggested changes over the next year.
Submission
· Submit a comprehensive business plan or audit report.
· Complete your assignment in business document format:
· Single-spaced with double spacing between paragraphs
· 12-point Arial or Times New Roman Font
· 1-inch margins
IC-Nonprofit-Business-Plan-10928_PDF.pdf
CONFIDENTIAL
Page 1
NONPROFIT BUSINESS PLAN
DATE PREPARED
CONTACT
NONPROFIT BUSINESS PLAN TEMPLATE
CONFIDENTIAL
Page 2
TABLE OF CONTENTS
1. EXECUTIVE SUMMARY .............................................................................................................. 3
2. COMPANY OVERVIEW ............................................................................................................. 4
2.1 COMPANY BACKGROUND .............................................................................................. 4
2.2 MANAGEMENT TEAM ....................................................................................................... 4
3. PRODUCTS AND SERVICES ....................................................................................................... 4
4. MARKET ANALYSIS .................................................................................................................... 6
4.1 MARKET AND INDUSTRY OVERVIEW ................................................................................ 6
4.2 TARGET MARKET ................................................................................................................ 6
4.3 COMPETITION.................................................................................................................... 6
5. MARKETING PLAN ..................................................................................................................... 7
5.1 MARKETING STRATEGY ..................................................................................................... 7
5.2 POSITIONING ..................................................................................................................... 7
5.3 PROMOTION ..................................................................................................................... 7
5.4 DISTRIBUTION ..................................................................................................................... 8
6. IMPLEMENTATION PLAN ........................................................................................................... 8
6.1 PERSONNEL PLAN ............................................................................................................. 8
6.2 SWOT ANALYSIS ................................................................................................................ 9
6.3 TIMELINE OF MILESTONES.................................................................................................. 9
7. FINANCIAL PLAN AND STATEMENTS ...................................................................................... 10
7.1 KEY ASSUMPTIONS .......................................................................................................... 10
7.2 SALES FORECAST ............................................................................................................. 10
7.3 BREAK-EVEN ANALYSIS ................................................................................................... 11
7.4 PROJECTED INCOME STATEMENT .................................................................................. 11
7.5 PROJECTED CASH FLOW STATEMENT ............................................................................ 12
7.6 PROJECTED BALANCE SHEET ......................................................................................... 12
8. APPENDIX ................................................................................................................................ 13
CONFIDENTIAL
Page 3
1. EXECUTIVE SUMMARY
CONFIDENTIAL
Page 4
2. COMPANY OVERVIEW
2.1 COMPANY BACKGROUND
2.2 MANAGEMENT TEAM
3. PRODUCTS AND SERVICES
CONFIDENTIAL
Page 5
Here are some examples of our offerings: (insert images below)
Currently, we use the following suppliers/vendors:
VENDOR 1 VENDOR 2
NAME NAME
LOCATION LOCATION
SUPPLIES PROVIDED TO BUSINESS
SUPPLIES PROVIDED TO BUSINESS
PAYMENT TERMS
PAYMENT TERMS
CONFIDENTIAL
Page 6
4. MARKET ANALYSIS
4.1 MARKET AND INDUSTRY OVERVIEW
4.2 TARGET MARKET
According to our market research, our target customers have the following characteristics in common:
SEGMENT 1 SEGMENT 2
AGE AGE
GENDER GENDER
OCCUPATION OCCUPATION
INCOME LEVEL INCOME LEVEL
HIGHEST LEVEL OF EDUCATION
HIGHEST LEVEL OF EDUCATION
MARITAL STATUS MARITAL STATUS
4.3 COMPETITION
CONFIDENTIAL
Page 7
5. MARKETING PLAN
5.1 MARKETING STRATEGY
5.2 POSITIONING
5.3 PROMOTION
CONFIDENTIAL
Page 8
5.4 DISTRIBUTION
6. IMPLEMENTATION PLAN
6.1 PERSONNEL PLAN
PERSONNEL
TOTAL PAYROLL
CONFIDENTIAL
Page 9
6.2 SWOT ANALYSIS
STRENGTHS (INTERNAL) WEAKNESSES (INTERNAL)
1. 1.
2. 2.
3. 3.
OPPORTUNITY (EXTERNAL) THREATS (EXTERNAL)
1. 1.
2. 2.
3. 3.
6.3 TIMELINE OF MILESTONES
Below is the timeline we anticipate to complete key activities:
CONFIDENTIAL
Page 10
7. FINANCIAL PLAN AND STATEMENTS
7.1 KEY ASSUMPTIONS
7.2 SALES FORECAST
Insert chart and or graph depicting your sales forecasts below:
CONFIDENTIAL
Page 11
7.3 BREAK-EVEN ANALYSIS
Insert chart and or graph depicting your breakeven point below:
7.4 PROJECTED INCOME STATEMENT
Insert Projected Income Statement Below:
CONFIDENTIAL
Page 12
7.5 PROJECTED CASH FLOW STATEMENT
Insert projected cash flow statement below:
7.6 PROJECTED BALANCE SHEET
Insert projected balance sheet below:
CONFIDENTIAL
Page 13
8. APPENDIX
CONFIDENTIAL
Page 14
FILL-IN-THE-BLANK SMALL BUSINESS PLAN TEMPLATE
DISCLAIMER
Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.
- LOCATION:
- LOCATION_2:
- SUPPLIES PROVIDED TO BUSINESS:
- SUPPLIES PROVIDED TO BUSINESS_2:
- PAYMENT TERMS:
- PAYMENT TERMS_2:
- AGE:
- AGE_2:
- GENDER:
- GENDER_2:
- OCCUPATION:
- OCCUPATION_2:
- INCOME LEVEL:
- INCOME LEVEL_2:
- HIGHEST LEVEL OF EDUCATION:
- HIGHEST LEVEL OF EDUCATION_2:
- MARITAL STATUS:
- MARITAL STATUS_2:
- YEAR 1POSITION 1:
- YEAR 2POSITION 1:
- YEAR 3POSITION 1:
- YEAR 1POSITION 2:
- YEAR 2POSITION 2:
- YEAR 3POSITION 2:
- YEAR 1POSITION 3:
- YEAR 2POSITION 3:
- YEAR 3POSITION 3:
- YEAR 1POSITION 4:
- YEAR 2POSITION 4:
- YEAR 3POSITION 4:
- YEAR 1TOTAL PAYROLL:
- YEAR 2TOTAL PAYROLL:
- YEAR 3TOTAL PAYROLL:
- 1:
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- 3:
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- Attached here are the documents that support the i nformat on prov ded n the p an nc ud ng and Poss i b l e i tems to attach Deta ed market research Resumes of key peop l e Industry nformat on Profess i ona l references Support i ng mater i a l:
- NONPROFIT ORGANIZATION NAME: NONPROFIT ORGANIZATION NAME
- DATE PREPARED: 00/00/0000
- CONTACT: Contact Name Contact Email Address Phone Number Street Address City, State and Zip webaddress.com
- Text26: PRESENTED TO:
- Text27:
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- Text283:
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- Image32_af_image:
- Image32_af_image8:
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- Image32_af_image6:
- Image32_af_image5:
- Image32_af_image4:
- Image32_af_image3:
- Image32_af_image2:
- Image32_af_image1:
- NAME_2:
- NAME_1:
- Text33:
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- Image44_af_image:
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