Services

Business Planning

So you have a strategy,

but how are you going to achieve it? Producing a business plan will make you think, quantitatively and qualitatively, about why, what and how you are to proceed. It can be a daunting task so contact us if you want help, support or guidance in any way.

The extent of your business plan will depend on the size and nature of your charity but a typical business plan structure for a charity will be:

Executive Summary
  • A compelling summary of the plan, including:
    • The key points and conclusions from each of the sections that follow.

Overview

  • An overall feel for what it is you are trying to accomplish and a more detailed look at your vision, including:
    • History – what led to your idea and mission?
    • Mission Statement – what are you aiming to achieve?
    • Goals and Objectives – what are you aiming for in the next year, and in the longer term?
    • Constitution – what are your governance arrangements?
    • Location – what facilities will you use?

Services

  • A description of what you are providing to your users and what makes you different or unique, including:
    • What are your services?
    • How will you acquire or provide those services?
    • Why will your potential users go to you rather than someone else to meet their needs?
    • How do you expect your services to develop over the next one to five years?

Need

  • A summary of who you are intending to provide services to and an analysis of their need, and whether you are able to meet that need in a sustainable way.
  • To address these points, you will need to conduct some market research to enable you to have an evidence based proposition.
Marketing Strategy
  • The data from your needs analysis can now be used to formulate your marketing strategy, including:
    • What are the strengths, weakness, opportunities and threats you face?
    • Are there any competitors?
    • Will you charge your users for the service or how else will you fund them?
    • How will you brand and promote your charity and your services?
Operational Infrastructure
  • What do you need to run the charity on a day to day basis, including:
    • Premises
    • Equipment
    • Computers
Management Team Summary
  • An overview of the main people contributing to the day-to-day management of the charity, including:
    • How does your background help with the charity?
    • Who will be on the management team?
    • What is your management philosophy?
    • What are your weaknesses and how can you compensate for them?
    • What are their duties, and are they clearly defined?
    • Do you have any staff needs, and how will you address them?
Financial Plan
  • Some simple or complex set of numbers which tell you whether or not what you intend to do will be sustainable, including:
    • Start-up funds (for a new charity or project)
    • Operating budget – how will you spend your money during the year?
    • Financial assumptions – what are you basing your projected numbers on?
    • Dependence – how much do you rely on a single funder or source of income?
    • Cash flow projection – what income and expenditure do you project and are you sustainable?

Our Expertise & Services

Quality Standard

Monitoring & Evaluation

Strategy

Change Management

Barrie is to be highly recommended.  He is professional, knowledgeable, friendly but determined that we make progress.  We are very grateful. 

Building Circles had been working towards a PQASSO accreditation for several years.  A small working party met irregularly over a few years and had made some progress.  We had established some...

Barrie gave us positive and motivational support

We employed Barrie as a mentor when we started working towards the Trusted Charity Mark. We met with him every two months for approximately one year. We always found Barrie to be punctual and...

Working with Barrie has been a great experience

Working with Barrie has been a great experience.  He has gently and kindly opened our eyes to what compliance with the new Standards meant for us.  Barrie looked at the work that we prepared for our...

PQASSO – we emerge a stronger organisation.

Barrie has patiently worked with us towards our PQASSO accreditation, despite changes of our staff and the updated PQASSO.  Barrie has calmly and kindly helped us to understand the process and...

Barrie’s facilitation skills have been exceptional

Barrie structured his Organisational Strengths Review to our requirements whilst using the PQASSO framework as a benchmark. Barrie’s facilitation skills and final report have been exceptional. The...

No hesitation in recommending Barrie

Barrie provided a great combination of insight, analysis and personability in delivering an 'end of grant' independent audit for a Comic Relief grant for 2 of our Ethiopian partner NGOs. It was a...

There is real value in PQASSO

Barrie has convinced me that there is real value in the PQASSO kitemark, because to achieve it we have made one or two very positive changes to the way our charity operates. Jenny Hopkins - CEO,...

A turning point for our organisation

Barrie's facilitation of our discussion and helping us to delve deeper in to the meaning of our work, what is important and what is measurable was really valuable and provided a turning point for...

We have found the process very helpful

Barrie has been an excellent mentor as we’ve gone through the Level 1 PQASSO self-assessment process with him. He is sympathetic and understanding of the voluntary and community sector’s realities...

We are now operating more efficiently

Barrie has been invaluable in supporting Allsorts through a time of significant growth and change. Initially he came in to the organisation to guide us through a PQASSO level 2 self assessment, and...