A guide to third sector trading - WCVA

It’s an idea, but is it business? A guide to third sector trading
Appendix 1 Appendix 2 Appendix 3
Appendix 2: A model business plan
This model provides an extensive list of items to include in your business plan. Individual organisations will need to
decide which topics to include.
1. A cover: Include your name and logo and the date. Indicate
whether this is a draft, and number different drafts sequentially –
it’s easy to get confused with different versions of your plan. You
might add the name of the funder it is addressed to.
2. Introduction: The Introduction should include:
• a brief outline of the project or development
• an explicit statement of the amount of grant being applied for
and other funding resources available if this is part of a specific
funding bid.
3. Background: Describe briefly:
• what you do
• your objectives (and charitable objects)
• the origins and development of your organisation
4. Personnel:
• list the trustees with their roles and a little background
information about each, such as employment and outside
interests
• include details of the chief executive officer and other key staff
(whether already in post or proposed) – you can include job
descriptions in an appendix.
5. The need and the market:
(Note that needs and markets are totally different issues.)
• what is the social need, if any, that you aim to tackle?
• who are the current and proposed users/clients of your service?
• who will actually pay for the service?
• quantify the demand for the service
• your existing and proposed constitutional arrangements
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