FILL-IN-THE-BLANK NONPROFIT

BUSINESS PLAN TEMPLATE

BUSINESS PLAN

NONPROFIT ORGANIZATION NAME

DATE PREPARED

00/00/0000

CONTACT

Contact Name

Contact Email Address

Phone Number

Street Address

City, State and Zip

webaddress.com

TABLE OF CONTENTS

1.	SUMMARY	3

2.	ORGANIZATION OVERVIEW	3

2.1	ORGANIZATION BACKGROUND	3

2.2	MANAGEMENT TEAM AND KEY PERSONNEL	3

2.3	PROGRAM OFFERINGS	3

2.4	ORGANIZATION OBJECTIVES AND SUCCESS INDICATORS	3

3.	MARKET AND INDUSTRY ANALYSIS	3

4.	MARKETING PLAN	3

5.	OPERATIONS PLAN	3

5.1	SHORT-TERM PLAN	3

5.2	LONG-TERM PLAN	3

6.	FINANCIAL PLAN	3

6.1	ASSUMPTIONS	3

6.2	FINANCING AND INVESTMENTS	3

6.3	FUNDRAISING	3

6.4	FUNDING	3

7.	FINANCIAL STATEMENTS	3

7.1	PROJECTED EXPENSES	3

7.2	PROJECTED CASH FLOW STATEMENT	3

7.3	BALANCE SHEET	3

8.	APPENDIX	3

SUMMARY

The purpose of this plan is for __(Organization Name)__ to detail its objectives and strategy to provide ____________ to _____________. This plan covers the market analysis, marketing plan, fundraising strategies, and ____________ of the nonprofit organization. This plan also provides details about each __(Program/Activity/Event)__ to be carried out by __(Organization Name)__ for the purpose of _____________________________. Projected financial data in this plan shows ______________________ within a __(time frame)__ time period.

ORGANIZATION OVERVIEW

2.1	ORGANIZATION BACKGROUND

__(Organization Name)__ is a nonprofit organization established as a __(NPO Type)__. This organization is located in ___________________ and has a mission to ________________. __(Organization Name)__ plans to form partnerships with _________(Partners)_________in order to ______________. __(Organization Name)__ will benefit this particular community because ____________________________. The __(Program/Activity/Event)__ offerings provided by this organization were created in direct response to _______________________________.

MANAGEMENT TEAM AND KEY PERSONNEL

The table below shows the organization’s lead team members and the function of each member.

TABLE: LEAD TEAM MEMBERS

TEAM MEMBER	FUNCTION

2.3	PROGRAM OFFERINGS

__(Organization Name)__ has prepared a variety of __(Programs/Activities/Events)__ in order to benefit __________________________. Our offerings include ________________, ___________, and ______________. These offerings are available to __(Target Segment[s])__ in the __(Location)__ area and will be offered during __(time period[s] offered)__.

2.4	ORGANIZATION OBJECTIVES AND SUCCESS INDICATORS

In order to benefit __(segment[s] served) __, __(Organization Name)__ has set the key goals and objectives outlined in the table below. The table also defines the success indicator relative to each goal. The success indicator determines when you have adequately met an objective.

TABLE: GOALS AND SUCCESS INDICATORS

KEY GOAL / OBJECTIVE	SUCCESS INDICATOR

MARKET AND INDUSTRY ANALYSIS

The industry in which __(Organization Name)__ operates can be described as ___________ ____________________________. Industry trends that influence the market are _________ ____ and ________________. Some of the challenges this NPO faces are ________________________. This organization plans to overcome those challenges by _______________. The strengths and opportunities this organization will capitalize on are _______________________________. We also plan to leverage _________________ in order to ____________________.

The size of the market __(Organization Name)__ serves is __(market size)__. The segment(s) of the target market can be described as follows:

TABLE: TARGET MARKET SEGMENTS

SEGMENT 1	SEGMENT 2
GENDER	GENDER
AGE	AGE
EDUCATION LEVEL	EDUCATION LEVEL
INCOME LEVEL	INCOME LEVEL
INTERESTS	INTERESTS
BEHAVIORS	BEHAVIORS

MARKETING PLAN

In order to reach our target audience and raise awareness about our offerings, __(Organization Name)__ will need to deploy a variety of marketing activities. These initiatives include direct mail, phone calls, press releases, events, social media, etc., since this is where we can reach our target audience most effectively. We also plan to create an assortment of marketing materials, including flyers, brochures, posters, etc.

The table below shows our marketing objectives and timeline for the first __(time period)__.

TABLE: MARKETING GOALS AND TIMELINE

MARKETING INITIATIVE	GOAL	DUE BY

OPERATIONS PLAN

5.1	SHORT-TERM PLAN

In order to run and manage the day-to-day operations of __(Organization Name)__, we will need ________(staffing requirements)_________. The daily activities involved in running this NPO include _____________, ____________, and __________________. Specialized training for ________________ includes ____________________, which will be completed in __(time frame in which training will be completed)__.

5.2	LONG-TERM PLAN

Long-term objectives that we plan to meet include ___(expansion, new offerings, etc.)___. Our strategies for achieving these objectives are __________, __________, and _______________.

Here is a visual timeline of milestones for our long-term plan:

TABLE: TIMELINE OF MILESTONES

Milestone 6 03/03 Start 2/08 Milestone 5 03/01 Milestone 3 02/20 Milestone 1 02/11 Milestone 4 02/23 Milestone 2 02/16

FINANCIAL PLAN

6.1	ASSUMPTIONS

__(Organization Name)___’s financial plan is based on the following underlying assumptions: • Assumption 1 • Assumption 2 • Assumption 3

6.2	FINANCING AND INVESTMENTS

This organization needs a total amount of $__________ to begin operations and $_______ for each __(time frame)__ to continue operations. This NPO plans to operate with a __(surplus or deficit of)__ during the first __(time frame)__. The table below shows the various entities that have granted pledges to __(Organization Name)__.

TABLE: PLEDGES GRANTED

ORGANIZATION NAME	SPONSORSHIP / PLEDGE AMOUNT
$0.00
$0.00
$0.00
$0.00
TOTAL AMOUNT	$0.00

6.3	FUNDRAISING

__(Organization Name)__ plans to organize a variety of fundraising events to cover the costs and expenses associated with ______________________. The table below shows the events ___(Organization Name) has planned and the amount it has anticipated raising from each event.

TABLE: FUNDRAISING

EVENT TYPE	ANTICIPATED AMOUNT RAISED
$0.00
$0.00
$0.00
$0.00
TOTAL AMOUNT	$0.00

6.4	FUNDING

The table below breaks down the sources of funding for __(Organization Name)__ and how it will use the funding.

TABLE: FUNDING SOURCE AND USE OF FUNDS

SOURCES OF FUNDING	USE OF FUNDS

FINANCIAL STATEMENTS

7.1	PROJECTED EXPENSES

The following table displays the projected expenses for _____(type of expenses). These expenses will cover costs associated with business operations of the NPO during __(time frame)__.

TABLE: PROJECTED EXPENSES

EXPENSE	QTY	COST	AMOUNT
CATEGORY 1
CATEGORY 2
CATEGORY 3
TOTAL

7.2	PROJECTED CASH FLOW STATEMENT

TABLE: PROJECTED CASH FLOW STATEMENT

CATEGORY / TYPE	PERIOD 1	PERIOD 2	PERIOD 3
OPERATING ACTIVITIES
TOTAL CASH FLOW FROM OPERATING ACTIVITIES
INVESTING ACTIVITIES
TOTAL CASH FLOW FROM INVESTING ACTIVITIES
FINANCING ACTIVITIES
TOTAL CASH FLOW FROM FINANCING ACTIVITIES
TOTALS
NET CASH FLOW
STARTING CASH BALANCE
ENDING CASH BALANCE

7.3	BALANCE SHEET

TABLE: BALANCE SHEET

CATEGORY / TYPE	PERIOD 1	PERIOD 2	PERIOD 3
ASSETS
TOTAL ASSETS
LIABILITIES
TOTAL LIABILITIES
EQUITY
TOTAL EQUITY
TOTAL ASSETS
TOTAL LIABILITIES AND EQUITY

APPENDIX

Attached here are the documents that support the information we’ve provided in the plan, including __________, ____________, and _______________. Possible items to attach are as follows: • Detailed market research • Resumes of key people • Industry information • Professional references • Supporting material

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