Business planning

Scottish Charity Awards 2017 winner – Charity Champion – Laura Young, Teapot Trust

No matter the size, all organisations need to plan. Doing so will highlight both opportunities and challenges. Planning should be about two important aspects: priorities and people.

Writing a business plan

A formal business plan can help your organisation establish and achieve aims and objectives. Find out what’s required depending on your legal structure and charitable status.

Risk analysis and management

Any business planning exercise needs to consider the risks of the planned activity, including the financial risks. Evaluating the risks and taking appropriate action will put your organisation in a stronger position.

Reserves

Consider appropriate arrangements for financial reserves for your organisation and understand the impact of large reserves.

Monitoring, evaluation and review

Discover how these processes can play an important role in your business planning, helping to ensure the effectiveness of your organisation.

Mergers and collaborations

There are many different ways in which voluntary organisations can work together, both informally and more formally. Find out how mergers and collaborations might help you.

Page last modified on 21st May 2018