How To Prepare a Business Plan

Who should attend?
This course is aimed at anyone in an organisation responsible for, or interested in, the process of forward planning.

The course will cover:

An introduction to the eight key elements of a Business Plan:

  • overview
  • history/track record
  • marketing (research and PR)
  • projects
  • staffing
  • management strategies and policies
  • monitoring and evaluation
  • finances

By the end of the day participants will have a clear picture of these eight elements and have started work on 5 of them.

Have you ever wondered what a Business Plan is?
It is not as complicated as you might imagine. It is a totally straight forward method, developed from experience in the Private Sector, and now tailored to the needs of the not for profit sector. It will involve a deal of careful thought and preparation, but will ensure that the organisation knows where it is going and how it is going to get there. The result will be people at all levels of the organisation working in harmony - "singing from the same song sheet". We all know of organisations which don't plan - people pulling in different directions, frictions, tensions, demoralised staff etc. etc. Effective project planning can turn this around at a stroke.

The day will answer your questions and start you on the journey of getting thoroughly organised. You will learn what needs to go into the plan, how it will help you keep track as an organisation and how it could help you with your fundraising. You will learn to set meaningful targets, what should and should not go into your business plan and how to use the plan as a day-to-day guide.

In short, an invaluable and enjoyable day that will enable participants to begin a process of strategic thinking and planning presented in an accessible and jargon-free manner.

The Trainers
We ensure that all of our trainers are "quality assured" to have a broad experience of different sectors and settings, and are skilled trainers able to get their expertise over to participants in an enjoyable and effective manner.


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