SAMPLE: Non-profit Business Plan
Section 1 - Overview and Plan Objectives
1.1 Objectives of Business Plan/ Current Situation Analysis 1.2 What the business wants (in terms of time goals, profit goals, and required financing) 1.3 Brief Description of Business Opportunities (including client/customer needs to be served) 1.4 Obstacles to be overcome 1.5 How client/customer needs are to be served by the business 1.6 Brief Description of Business Resources (all, including human, financial, and intangible) (This section consists of a paragraph summary from each succeeding topic)
Section 2 – Experience and Capabilities
2.1 Principals 2.2 Current Business 2.3 Related Past Businesses 2.4 Work Force 2.5 Business Assets
Section 3 – Marketing Plan and Forecast
3.1 Statement of Marketing Objectives 3.2 Market Research (must demonstrate need for proposed services) 3.3 Description of Opportunity in the Marketplace, including building your case 3.4 Analysis of Competitive Environment – Exactly how is this business better? (As seen through the eyes of the potential client/consumer) 3.5 Develop Marketing Strategy In Terms of Major Variables 3.6 Product 3.7 Price 3.8 Distribution 3.9 Advertising 3.10 Personal Selling 3.11 Sales Forecast 3.12 Resources Forecast 3.13 Operating Budget 3.14 Contingency Plan and Budget Ramifications 3.15 Financing Requirements
Section 4 - Development Plan (Execution of Marketing Strategy)
4.1 Expected Growth of Demand and How It Will Be Met 4.2 Detail of Expenditures 4.3 New Facility 4.4 New Personnel 4.5 New Product Line 4.6 New Anything Else 4.7 Advertising and Promotion 4.8 Other Expenditures to Execute Marketing Strategy
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Springboard Consulting
1214 Killarney Street | Penticton | BC | V2A 4R2 | CANADA www.springboardconsulting.ca | Mobile: 250.488.8752 | T:1.206.905.9534
SAMPLE: Non-profit Business Plan, continued
Section 5 - Pro Forma Financial Statements/Notes
5.1 Create the Action Plan 5.2 All Relevant Past or Ancillary Financial Statements and Tax Returns 5.3 Pro Forma Projections (Income Statements and Cash Flow) For at Least 3 Years 5.4 Detailed Notes to Support Each Statement Item (from Action Plan) 5.5 Sensitivity Analysis on all Critical Input Factors (sales, costs, expenses, interest rates, debt characteristics, equity characteristics)
Section 6 - Valuation of Business Assets
6.1 Appraised Values of Tangible Assets 6.2 Evidence of Contracts and Covenants
Section 7 - Appendices
7.1 Narrative Appraisals 7.2 Statistical Analyses 7.3 Detailed Market Studies 7.4 Ancillary Information (Media Articles, References)
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Springboard Consulting
1214 Killarney Street | Penticton | BC | V2A 4R2 | CANADA www.springboardconsulting.ca | Mobile: 250.488.8752 | T:1.206.905.9534