2017 Business Plan
Competition
Session 1
June 2, 2017
Tuesdi Dyer, CFRE
Director of Strategic Solutions
Nonprofit Leadership Center
Today we will discuss:
What
is Social Enterprise?
What is NOT Social Enterprise?
Asset Inventory
Determining Your Outcomes
Market Analysis
Social Enterprise
Any organization’s venture that
achieves its primary social mission
using earned income strategies.
Social Enterprise is Not:

A Grant

Funding for a Program

Donations

A Quick Fix for a Funding Crisis

Nontraditional Revenue

FOR EVERYONE.
What is Your Triple Bottom Line?
Inventory Your Assets

What do you do well? – Products & Services

What do you have that is underutilized? – Physical
Assets

What intellectual asset do you have? – What you
know.

What connections and relationships do you have? –
Who can help you?
Time to Generate Your List!
What Is Your Mission Driven
Outcome?

To Give Clients Job Skills?

To Develop a new program?

To increase the number of families you can serve
in your organization?
What is Your Financial Outcome?

Replace lost Funding

Increase Unrestricted Funding

Generate 25% of your budget within 5 years?
What Are Your Outcomes?

Identify Up to 3 Mission Driven Outcomes

Identify Up to 3 Financial Outcomes
BE REALISTIC!
Have You Done A Market Analysis?

Do You Know Your Competition?

Who is Your Customer? Do You Have One?

Is Your Local Economy Ready for Your Product?

Do You Know Your Barriers?

What is Your Risk?
At The Very Least, A Market
Analysis Should Have:

List of Competitors

Interviews of Your Target Audience

Interviews of Businesses in Your Target Area

Your List of Barriers to Success

Your List of Strengths in the Market
What is A Business Plan?
Management Plan
Salaries, Skills Needed, and Involvement from
Key Stakeholders, Management Staff, Employees
 Operational Plan

Production, Equipment, Space Needed, Distribution

Marketing Plan
Target Market, Sale Forecast, Benchmarks for
Growth