CONFIDENTIAL
Page 1
BUSINESS PLAN
DATE PREPARED
CONTACT
NONPROFIT ORGANIZATION NAME
00/00/0000
Contact Name
Contact Email Address
Phone Number
Street Address
City, State and Zip
webaddress.com
CONFIDENTIAL
Page 2
TABLE OF CONTENTS
1. SUMMARY ................................................................................................................................................................. 3
2. ORGANIZATION OVERVIEW .................................................................................................................................... 3
2.1 ORGANIZATION BACKGROUND .................................................................................................................... 3
2.2 MANAGEMENT TEAM AND KEY PERSONNEL ................................................................................................ 4
2.3 PROGRAM OFFERINGS ................................................................................................................................... 5
2.4 ORGANIZATION OBJECTIVES AND SUCCESS INDICATORS ......................................................................... 5
3. MARKET AND INDUSTRY ANALYSIS .......................................................................................................................... 6
4. MARKETING PLAN ..................................................................................................................................................... 7
5. OPERATIONS PLAN ................................................................................................................................................... 8
5.1 SHORT-TERM PLAN .......................................................................................................................................... 8
5.2 LONG-TERM PLAN ........................................................................................................................................... 8
6. FINANCIAL PLAN ...................................................................................................................................................... 9
6.1 ASSUMPTIONS .................................................................................................................................................. 9
6.2 FINANCING AND INVESTMENTS ..................................................................................................................... 9
6.3 FUNDRAISING ................................................................................................................................................ 10
6.4 FUNDING ........................................................................................................................................................ 11
7. FINANCIAL STATEMENTS ......................................................................................................................................... 12
7.1 PROJECTED EXPENSES .................................................................................................................................. 12
7.2 PROJECTED CASH FLOW STATEMENT .......................................................................................................... 13
7.3 BALANCE SHEET ............................................................................................................................................. 14
8. APPENDIX ................................................................................................................................................................ 15
CONFIDENTIAL
1. SUMMARY
2. ORGANIZATION OVERVIEW
2.1 ORGANIZATION BACKGROUND
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 __(Timeframe)__ time period.
__(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 __________________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
_______________________________.
CONFIDENTIAL
Page 4
2.2 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
CONFIDENTIAL
Page 5
2.3 PROGRAM OFFERINGS
2.4 ORGANIZATION OBJECTIVES AND SUCCESS INDICATORS
TABLE: GOALS AND SUCCESS INDICATORS
__(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)__.
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
it can be determined when an objective has been adequately met.
CONFIDENTIAL
Page 6
3. MARKET AND INDUSTRY ANALYSIS
TA
BLE: TARGET MARKET SEGMENTS
SEGMENT 1
SEGMENT 2
GENDER
GENDER
AGE
AGE
EDUCATION
LEVEL
EDUCATION
LEVEL
INCOME
LEVEL
INCOME
LEVEL
INTERESTS
INTERESTS
BEHAVIORS
BEHAVIORS
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 the following:
CONFIDENTIAL
Page 7
4. MARKETING PLAN
TA
BLE: MARKETING GOALS AND TIMELINE
MARKETING INITIATIVE
GOAL
DUE BY
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 our
target audience can most effectively be reached.
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)__.
CONFIDENTIAL
Page 8
5. OPERATIONS PLAN
5.1 SHORT-TERM PLAN
5.2 LONG-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 __(Timeframe Training Completed)__.
Long-term objectives that we plan to meet include ___(Expansion, New Offerings, etc.)___. Our strategies
for achieving these objectives are ___________________________________.
CONFIDENTIAL
Page 9
6. FINANCIAL PLAN
6.1 ASSUMPTIONS
6.2 FINANCING AND INVESTMENTS
TA
BLE: PLEDGES GRANTED
ORGANIZATION NAME
SPONSORSHIP /
PLEDGE AMOUNT
TOTAL AMOUNT
__(Organization Name)___’s financial plan is based on the following underlying assumptions:
• Assumption 1
• Assumption 2
• Assumption 3
This organization needs a total amount of $__________ to begin operations, and $_______ each __
(Timeframe)__ to continue operations. This NPO plans to operate with a __(Surplus or Deficit)__ during the
first __(Timeframe)__. The table below shows the various entities that have granted pledges to __
(Organization Name)__.
CONFIDENTIAL
Page 10
6.3 FUNDRAISING
TABLE: FUNDRAISING
EVENT TYPE
ANTICIPATED
AMOUNT RAISED
TOTAL AMOUNT
__(Organization Name)__ plans to organize a variety of fundraising events to cover the costs and
expenses associated with ______________________. The table below shows the events planned, and
anticipated amount to be raised from each event.
CONFIDENTIAL
Page 11
6.4 FUNDING
TABLE: FUNDING SOURCE AND USE OF FUNDS
The table below breaks down the sources of funding for __(Organization Name)__, and how the funding
will be used.
CONFIDENTIAL
Page 12
7. FINANCIAL STATEMENTS
7.1 PROJECTED EXPENSES
TABLE: PROJECTED EXPENSES
QTY
COST
AMOUNT
TOTAL
CATEGORY 1
CATEGORY 2
CATEGORY 3
The following table displays the ______________ expenses needed for ________________, and to cover costs
associated with business operations of the NPO during __(Timeframe)__.
CONFIDENTIAL
Page 13
7.2 PROJECTED CASH FLOW STATEMENT
TABLE: PROJECTED CASH FLOW STATEMENT
PERIOD 1
PERIOD 2
PERIOD 3
NET CASH FLOW
STARTING CASH BALANCE
ENDING CASH BALANCE
CONFIDENTIAL
Page 14
7.3 BALANCE SHEET
TABLE: BALANCE SHEET
PERIOD 1
PERIOD 2
PERIOD 3
TOTAL ASSETS
TOTAL LIABILITIES AND EQUITY
CONFIDENTIAL
Page 15
8. APPENDIX
Attached here are the documents that support the information provided in the plan, including
__________, ____________, and _______________.
Possible items to attach:
• Detailed market research
• Resumes of key people
• Industry information
• Professional references
• Supporting material
CONFIDENTIAL
Page 16
FILL-IN-THE-BLANK NONPROFIT
BUSINESS PLAN TEMPLATE
DISCLAIMER
Any articles, templates, or information provided by Smartsheet on the website are for reference
only. While we strive to keep the information up to date and correct, we make no representations
or warranties of any kind, express or implied, about the completeness, accuracy, reliability,
suitability, or availability with respect to the website or the information, articles, templates, or
related graphics contained on the website. Any reliance you place on such information is
therefore strictly at your own risk.