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A business planning guide to developing a Social Enterprise (PDF Format, 544Kb).

Please note the guide has been part-funded by the European Union (ESF Objective 3 Programme) and part-funded by the Royal Bank of Scotland.

1.0 The Idea

1.1 Generating Ideas; Need And Opportunity
1.2 Is It Feasible?
1.3 Planning And Presenting The Business Proposal

2.0 The Steering Group

2.1 Forming A Steering Group; What Makes A Good Group?
2.2 Roles And Responsibilities; Identifying Training And Development Needs

3.0 Market Research

3.1 Conducting Market Research; Drawing The Right Conclusions
3.2 Product And Service Design
3.3 The Sales Plan

4.0 The Business Plan

4.1 Contents Of A Business Plan; What Makes A Good Business Plan
4.2 Business Planning
4.3 Presenting A Business Plan

5.0 Managing Finances

5.1 Basic Financial Planning
5.2 Budgeting; Cash Flow Forecasts
5.3 Fundraising

6.0 Costs And Costing

6.1 Unit Cost Calculations And The Break Even
6.2 Cost Centre Analysis And Controlling Finances
6.3 Profit And Loss And Balance Sheets
6.4 Measuring Value Added

7.0 Management Structure

7.1 Different Structures; Legal Structures
7.2 Roles And Responsibilities; Decision Making
7.3 Managing Risk

8.0 Running The Enterprise

8.1 Countdown To Starting The Enterprise
8.2 Marketing And Promotion
8.3 Business Responsibilities
8.4 Human Resources
8.5 Leadership; Working With The Committee
8.6 Planning And Performance; Social Accounts
8.7 Accounts And Finance
8.8 Procurement

Appendix And Resources

Project Led Versus Market Led Strategies; The Answers
Marketing Mix Exercises; The Answers
Sales Plan Exercise; The Answers
Constructing A Business Plan Exercise; The Answers
Calculating Cost-Values And Negotiating To Win Exercise; The Answers
Budget And Cash Flow Exercises; The Answers
Costing And Break Even Exercise; The Answers
Costing The Job Exercises; The Answers
Cost Centre Analysis Exercises; The Answers
Analysing Performance - The Balance Sheet Exercise; The Answers
Profit And Loss Calculations; The Answers
The Balance Sheet Exercise; The Answers
Value Added Exercise; The Answers
Measures Of Added Value Exercise; The Answers
Entering Ledger Details Exercise; The Answers

With kind permission of Liverpool Vision.