This Business Plan for a Non-Profit Social Services organization allows entrepreneurs
or business owners to create a comprehensive and professional business plan. This
template form allows a business to outline the company's objectives and detail both
current company information as well as any past performance. Companies should
include a complete market analysis in their plan to help showcase why their business
strategy will be effective in the market. Future company plans, including production
targets, management strategy, and financial forecasting, should be used to demonstrate
and confirm that the company's short-term and long-term objective can and will be met.
This model plan can be customized to best fit the unique needs of any entrepreneur or
owner that is seeking to create a strong business plan.
This Business Plan for a Non-Profit Social Services organization allows entrepreneurs
or business owners to create a comprehensive and professional business plan. This
template form allows a business to outline the company?s objectives and detail both
current company information as well as any past performance. Companies should
include a complete market analysis in their plan to help showcase why their business
strategy will be effective in the market. Future company plans, including production
targets, management strategy, and financial forecasting, should be used to demonstrate
and confirm that the company?s short-term and long-term objective can and will be met.
This model plan can be customized to best fit the unique needs of any entrepreneur or
owner that is seeking to create a strong business plan.
Confidentiality Agreement
The undersigned reader acknowledges that the information provided by [Company Name] in this
business plan is confidential; therefore, reader agrees not to disclose it without the express written
permission of [Company Name].
It is acknowledged by reader that information to be furnished in this business plan is in all respects
confidential in nature, other than information which is in the public domain through other means
and that any disclosure or use of same by reader may cause serious harm or damage to
[Company Name].
Upon request, this document is to be immediately returned to [Company Name].
___________________
Signature
___________________
Name (typed or printed)
___________________
Date
This is a business plan. It does not imply an offering of securities.
© Copyright 2012 Docstoc Inc. 1
Table of Contents
1.0 Executive Summary .................................................................................................................... 1
Chart: Highlights .......................................................................................................................... 2
1.1 Objectives.................................................................................................................................... 3
1.2 Mission .......................................................................................................................................... 3
1.3 Keys To Success ....................................................................................................................... 3
2.0 Organization Summary .............................................................................................................. 3
2.1 Legal Entity ................................................................................................................................. 4
3.0 Service Summary ......................................................................................................................... 4
4.0 Market Analysis Summary ........................................................................................................ 4
4.1 Market Segmentation ............................................................................................................. 5
4.2 Target Market Segment Strategy ...................................................................................... 5
5.0 Strategy and Implementation Summary ............................................................................ 6
5.1 Competitive Edge ..................................................................................................................... 6
5.2 Marketing Strategy .................................................................................................................. 6
5.3 Fundraising Strategy ............................................................................................................... 7
Chart: Funding Yearly .................................................................................................................... 8
5.4 Milestones.................................................................................................................................... 9
Table: Milestones ......................................................................................................................... 9
6.0 Management Summary .............................................................................................................. 9
6.1 Personnel Plan ......................................................................................................................... 10
Table: Personnel ......................................................................................................................... 10
7.0 Financial Plan ............................................................................................................................... 10
7.1 Break-even Analysis .............................................................................................................. 11
Chart: Break-Even Analysis ................................................................................................... 11
7.2 Surplus and Deficit ................................................................................................................ 12
Table: Surplus and Deficit ...................................................................................................... 12
Chart: Surplus Monthly ............................................................................................................ 13
Chart: Surplus Monthly ............................................................................................................ 13
Chart: Surplus Yearly ............................................................................................................... 13
Chart: Gross Surplus Monthly ............................................................................................... 14
Chart: Gross Surplus Yearly .................................................................................................. 14
7.3 Projected Cash Flow .............................................................................................................. 15
Table: Cash Flow ........................................................................................................................ 15
Table: Cash Flow (Continued) ................................................................................................... 16
Chart: Cash .................................................................................................................................. 16
7.4. Projected Balance Sheet .................................................................................................... 17
Table: Balance Sheet ................................................................................................................ 17
APPENDIX
Table: Funding Forecast .................................................................................................................... 1
Table: Personnel ................................................................................................................................... 1
Table: Surplus and Deficit ................................................................................................................ 2
Table: Cash Flow .................................................................................................................................. 3
Page 1
[Company Name]
1.0 Executive Summary
Organization: [Company Name]
Contact: [Name]
Address: [Address]
Direct Phone: XXX-XXX-XXXX
Fax: XXX-XXX-XXXX
Email: [Email Address]
Purpose
The purpose of this Business Plan is to:
1. Set a course for the Organization's management to successfully manage, operate, and
administer the business.
2. Inform financing sources of the capital requirements being requested by the Organization,
in addition to its history, its projected future, and how the requested funding would give
the Organization the ability to add value to the local economy, help people in need and put
people back to work.
The Organization
[Company Name] is a 501 (c)3 organization located in Wayne County, MI. The Organization
was established in 2006 by its Founder/Executive Director [Name], who has 30 years of non-
profit development and consulting experience. The Organization offers several social services to
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