NONPROFIT STARTUP BUSINESS PLANNING
CHECKLIST TEMPLATE

CHECKBOX	TASK	ASSIGNED TO	DUE DATE
Research the market to evaluate your competitors and find gaps in service offerings.
Determine the resources you need to get your organization and its programs up and running.
Research the process for registering and establishing a nonprofit in your specific state.
Conduct a SWOT analysis to analyze the internal and external environment.
Assess and evaluate your risks.
Clearly define your organization’s mission.
Establish the short and long-term objectives of your organization.
Establish and differentiate your target market (e.g., donors, volunteers, partners).
Develop a marketing and promotions plan for each of the defined target audience segments.
Develop a plan for fundraising.
Develop a plan for diversified revenue sources.
Create a timeline and define the milestones.
Define roles and responsibilities.
Identify which performance success metrics you need to track.
Establish the scheduling and frequency of meetings.
Create a board portal to store all documents related to duties, expectations, and responsibilities.
Other
Other

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