As well as setting out the overall aims and objectives of an organisation it gives the opportunity to analyse the current activities and processes, seek out development opportunities and assess external factors. Our consultants have extensive experience in assisting clients to plan the activities that are required to realise their vision.

A business plan can overlap in some areas with a fundraising strategy but it has a much wider scope. The following sets out some of the main areas that we may include in a charity business plan:

  • Aims and Objectives
  • Services (and how the need for these has been identified)
  • Supporters (who are the key stakeholders and how will they support the organisation?)
  • Organisation framework, management and human resources
  • Finance (costs and potential income sources)
  • Option appraisal / sensitivity analysis
  • Assumptions, dependencies and risks
  • Service monitoring and evaluation
  • Policies

As well as writing business plans for charities we can support the planning process by reviewing and inputting into your draft and/or providing a business planning workshop to help Trustees / Directors and Senior Management to scope out the nature and content of your business plan.

We would be delighted to discuss your needs, please get in touch to discuss how we can support your business planning.

The business planning workshop enhanced our understanding of the current environment with its implications and gave impetus for the future of the charity and its aims and objectives

− Ruth Airdrie, Rainbow Living

Very professional, realistic and thorough in your attempts to understand the clients needs. I also thought that the quality of the work and level of detail was excellent considering the very short period with which you had to operate.

− Pete Davies, Community At Heart

We found working with Charity Fundraising a pleasure, they were keen to understand our business in an almost unique area, and ensured they asked the right questions to make sure they produced work that would be useful to us. They kept us up to date on progress and delivered very good quality work in very good time. I would highly recommend their services.

− Karen Gardham, RICS President's Commission on Major Disaster Management