Excel Word PDF. Use this fill-in-the-blank template as the basis for building a thorough business plan for a nonprofit organization. Use this business planning template to organize and schedule key activities for your business. Fill in the cells according to the due dates, and color-code the cells by phase, owner, or category to provide a visual timeline of progress.
Excel Smartsheet. Use this template as a foundation for building a powerful and attractive nonprofit business plan for youth programs and services. This template has all the core components of a nonprofit business plan. You can customize this sample nonprofit business plan outline to fit the specific needs of your organization.
Use this customizable business planning checklist as the basis for outlining the necessary steps to get your nonprofit organization up and running. You can customize this checklist to fit your individual needs. It includes essential steps, such as conducting a SWOT analysis , fulfilling the research requirements specific to your state, conducting a risk assessment , defining roles and responsibilities, creating a portal for board members, and other tasks to keep your plan on track.
Your nonprofit business plan should provide your donors, volunteers, and other key stakeholders with a clear picture of your overarching mission and objectives. Below, we share our top tips for ensuring that your plan is attractive and thorough. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done.
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Get a Free Smartsheet Demo. In This Article. Nonprofit Business Plan Template. See how Smartsheet can help you be more effective. For example, even the reason why you've decided to create a business plan for your nonprofit organization will probably be different than the reasons why a for-profit organization requires a business plan. Many businesses, particularly small businesses, engage in the business plan process because they require funding via a bank loan or some other source of credit.
A nonprofit organization is more likely to need a business plan for other reasons, such as gaining the support of important, potential donors or getting a government grant. Every element in this nonprofit business plan template should be perfect for your organization, but you might find extra elements which will help to establish your nonprofit business plan which can attract contributors and potential board members, as well as provide a road map that highlights what you want to accomplish with your nonprofit organization.
After getting started with upmetrics , you can copy this nonprofit business plan template into your business plan and modify the required information and download your nonprofit business plan pdf. It's the fastest and easiest way to start writing your business plan.
All businesses are different. So, don't hesitate to customize your business plan according to your requirements. Even though our sample business plans aim to help you create the perfect presentation for your clients and investors, it is finally up to you to decide how you're going to present your ideas in the best light. Our upmetrics business plan software can help you to customize your business plan and provides you a step-by-step guide to write your business plan.
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A nonprofit business plan will include many of the same sections of a standard business plan outline. The executive summary of a nonprofit business plan is typically the first section of the plan to be read, but the last to be written. It should describe who you serve, how you provide the services that you offer, and how you fundraise. If you are putting together a plan to share with potential donors, you should include an overview of what you are asking for and how you intend to use the funds raised.
Start this section of your nonprofit plan by describing the problem that you are solving for your clients or your community at large. Then say how your organization solves the problem. A great way to present your opportunity is with a positioning statement. For [target market description] who [target market need], [this product] [how it meets the need].
Unlike [key competition], it [most important distinguishing feature]. For children, ages five to 12 target market who are struggling with reading their need , Tutors Changing Lives your organization or program name helps them get up to grade-level reading through a once a week class your solution.
Layout some of the nuts and bolts about what makes it great in this opening section of your business plan. Your nonprofit probably changes lives, changes your community, or maybe even changes the world. Explain how it does this. In a for-profit business plan, this section would be used to define your target market. Who benefits from your services?
For example, an environmental preservation organization might have a goal of acquiring land to preserve natural habitats. Everyone has competition —nonprofits, too. Even if your program is the only one in your area providing a specific service, you still have competition. Think about what your prospective clients were doing about their problem the one your organization is solving before you came on this scene.
Even though your organizations have fundamentally different missions. For many nonprofit organizations, competing for funding is an important issue. Use this section to talk about your long-term goals. Not only does it help guide your nonprofit, but it also provides a roadmap for the board as well as potential investors.
In a for-profit business plan, this section would be about marketing and sales strategies. Instead of including a pricing section, a nonprofit business plan should include a costs or fees section. Talk about how your program is funded, and whether the costs your clients pay are the same for everyone, or based on income level, or something else.
If your clients pay less for your service than it costs to run the program, how will you make up the difference? Fundraising is critical for most nonprofit organizations. This portion of your business plan will detail who your key fundraising sources are.
Who are your supporters? What kind of person donates to your organization? Do some research. The key here is not to report your target donors as everyone in a 3,mile radius with a wallet. The more specific you can be about your prospective donors —their demographics, income level, and interests, the more targeted and less costly your outreach can be. How will you reach your donors with your message?
Use this section of your business plan to explain how you will market your organization to potential donors and generate revenue. You might use a combination of direct mail, advertising, and fundraising events. Maybe you need to use a room in the local public library to run your program for the first year.
Maybe your organization provides mental health counselors in local schools, so you partner with your school district. In some instances, you might also be relying on public health programs like Medicaid to fund your program costs. Mention all those strategic partnerships here, especially if your program would have trouble existing without the partnership.
Without milestones and metrics for your nonprofit, it will be more difficult to execute on your mission. Milestones and metrics are guideposts along the way that are indicators that your program is working and that your organization is healthy. They might include elements of your fundraising goals—like monthly or quarterly donation goals, or it might be more about your participation metrics.
Your nonprofit exists to serve a particular population or cause. But you probably are also taking some calculated risks. In this section, talk about the unknowns for your organization. If you name them, you can address them. Who is going to be involved and what are their duties? What do these individuals bring to the table? Include both the management team of the day-to-day aspects of your nonprofit as well as board members and mention those who may overlap between the two roles.
Highlight their qualifications: titles, degrees, relevant past accomplishments, and designated responsibilities should be included in this section. The financial section of your business plan should include a long-term budget and cash flow statement with a three to five-year forecast. This will allow you to see that the organization has its basic financial needs covered. Are you accounting for appropriate amounts going to payroll and administrative costs over time?
Thinking through a forecast of your financial plan over the next several years will help ensure that your organization is sustainable. The end result? One single document for prospective investors and clients. Use our template to outline your current objectives and future goals. It could be one of the most important documents you create this year. Like all of our templates, you can embed your nonprofit business plan on your website with a single line of code.
Plus, your clients can view your pitch deck on both desktop and mobile devices. Use our nonprofit business plan template as a standalone presentation or send it to clients with a company profile template for even more effective results. Executive summary Summarize your non profit business plan on this opening slide.
Introduce your organization and tell your audience what your business plan is all about. Main objectives Describe your non profit objectives on this slide. Include details about a future fundraising project, for example. Mission statement This slide lets you describe the purpose of your nonprofit engagingly. Include your organizational goals and values here. Our mission You can describe the mission of your non profit in greater detail on this slide.
Include information about your commitment to a good cause, for example, or how you support the local community. Keys to success Outline the steps you plan to take to achieve success. This could convince companies to sponsor your fundraising efforts or donate money to your organization. Using bullet points to convey this information will make it easier for your audience to understand your objectives. Organization summary Detail the organizational structure of your nonprofit — how your organization works and the key people who make everything happen.
The team This slide lets you introduce your team to companies and other nonprofits that you want to work with. You can even include photos of your key team members. Opportunities Identify opportunities for growth on this slide. You can use charts to convey important data and forecast the future of your nonprofit.
Our projections Prospective clients will want to see how you plan to grow your nonprofit. This slide lets you include predictions about future growth. Next steps Where do you see your nonprofit in the next five years?
The next ten years?
Another potential aspect of a business plan could be a "competitive analysis" describing what other entities may be providing similar services in the nonprofit's service and mission areas. Finally, the business plan should name important assumptions, such as that the organization's reserve policy requires it to have at least six months' worth of operating cash on hand at all times. The idea is to identify the known - and take into consideration the unknown - realities of the nonprofit's operations, and propose how the nonprofit will continue to be financially healthy.
It's a "plan" after all - and the underlying assumptions may change. If they do, then having a plan can be useful during the process of identfying adjustments that need to be made to respond to changes in the nonprofit's operating environment. The format may change depending on the audience.
A business plan prepared for a bank to support a loan application may be different from a busines plan that board members will use to help define their priorities in recruiting new board members. Here is a typical outline of the format for a business plan:. What will we prioritize?
How will we acheive more ambitious revenue goals? Join your state association of nonprofits for special opportunities, such as assistance with business planning, as well as strategic planning. Stay up-to-date with the latest nonprofit resources and trends by subscribing to our free e-newsletters. Member Login Search Keyword or Phrase. Sort by Relevance Most Recent. Business Planning for Nonprofits.
Basic format of a business plan The format may change depending on the audience. Here is a typical outline of the format for a business plan: Table of contents Executive summary - Name the problem the nonprofit is trying to solve: its mission, and how it accomplishes its mission.
It can be Instantly downloaded anytime, anywhere at an affordable price. Marketing research, costs, financial statements , risks and liabilities, revenue sources: these are complicated elements that need to be asserted. A great sample non-profit business plan template can be of great help in this, so download from our nonprofit business proposal plan template PDF to revolutionize your work life within minutes.
It keeps you ready to face any kind of hurdles that you might come across on your way to success. This nonprofit free business plan development template gives a detailed introduction to business planning. This template helps define the primary purpose, target audiences, goals, etc. Illustrations can be of great help to make you understand concepts better. Hence, this template consists of such illustrations.
The plan contains a step-by-step process to achieve your business goal s through a business strategy. Although non-profit business plans do not focus on the profits, they have their purpose and ways to carry out the business. Furthermore, they should focus on the target audiences, what, and how they can be benefited from the business. If you are looking for ideas for creating a nonprofit business plan, you can check out the non-profit business plan templates for ideas.
According to Statista, there were 1. Moreover, the largest charity in the U. So, first, start noting down all the goals and objectives that come to your mind when you think of your organization. Divide them into long term and short term goals, so that it would be easier for you to understand which to do when and how. These goals have to be possible to achieve, so be practical when you make a list. Step 2: Application of Strategies and Tactics Since now you know the list of goals you have to achieve in a timeline , the next step would be creating a list of the strategies and tactics you need to put into action to achieve those goals easily.
You must plan this step very carefully. Come up with different techniques as to how you will make your targets achievable and balanced. Step 3: Decide Your Budget It would be impossible to run a business if you do not have a set budget as to how are your incomes and expenses put.
Deciding on one helps you follow your plan effortlessly. It consists of salaries, commissions, bonuses, etc. Step 4: Plan to Overcome Difficulties Many a time, business plans are not executed properly because of some of the other reasons. To avoid that from occurring regularly, you should find solutions on how to deal with such issues.
There would be a row of hurdles you would have to get through to run your business successfully. Having an open communication system in your organization might help you get new ideas as to how to get over these hurdles easily.
Step 5: Evaluate your Plan Once you are all set with making the plan, assess, and conduct a review regularly so that you can check how far you have come in achieving your goals. Use business plan templates in case you are stuck in making plans for your organization so that you get an idea of how to do so easily.
Conclusion: Our nonprofit organization plan template free download section comprises of a wide range of nonprofit plan samples, the section also illustrates how simple or elaborate these templates can be. There are simplistic NGO business plan templates that let you edit wherever needed. There are also other detailed ones in which you will only need to input values: convenience is just a click away.
We provide you with the best, extremely useful, absolutely excellent nonprofit business plan template free of cost.