is presented as an example of the Community Foundation’s ongoing commitment to provide capacity building and technical assistance for nonprofits in our fivecounty region.
The Community Foundation for South Central New York thanks Susan Palmer and WSKG Public Broadcasting for their generous support of this workshop.
520 Columbia Drive, Suite 100
We expect non-profits to operate on a nobler plane than other
businesses, and we insist that they focus on public good rather than private.
On top of that, we want them to be financially stable, yet, we do not provide
access to the tools and practices that businesses routinely employ to perform
effectively. In our hands- on “Way to Go” workshop, you will begin to write a business
plan for your non-profit, with a take-home template and take-home samples of
successful business plans.
AUDIENCE:
Board Chairs, Executive Directors/CEOs, CFOs, Business Managers.
We encourage teams of two or more key volunteers/board and staff to attend this
workshop together.
LEVEL:
Intermediate through advanced.
DESCRIPTION:
In this hands-on, half-day workshop you will learn the
fundamentals of business planning and begin to write your own business plan for
your non-profit.
WORKSHOP TOPICS WILL INCLUDE:
• The basics
• The approach and the team
• The imperatives of business planning
• The importance of references and research
• Financial pro-formas
PRESENTED BY:
Susan J. Palmer, Founder and President of The Palmer Westport
Group
SPONSORS:
The Community Foundation for South Central
New York and WSKG Public Broadcasting
REGISTRATION:
To register for this free program, please provide the
following information by Thursday, July 26. For your convenience, you can
register by filling out and mailing the form below, give us a call, or send us
a fax or E-mail to: The Community Foundation for South Central New York, 520
Columbia Drive, Suite 100, Johnson City, NY 13790, Phone (607) 772-6773, Fax
(607) 722-6752 or E-mail to: cfscny@stny.rr.com
Please provide contact information for each person attending:
Name
Address
City State Zip
Telephone
E-Mail
Name
Address
City State Zip
Telephone
E-Mail
AGENDA:
8:00AM Coffee, juice, muffins
8:30AM Welcome, thank you and
introductions
Brian Sickora, President and CEO, WSKG
Diane L. Brown, Executive Director,
Community Foundation
8:40AM Topics overview and agenda
review
Susan Palmer
8:45AM The Basics
• What’s the difference?
• Why me?
• What good will it do?
9:00AM The Approach and the Team
• Who, How, and How (long)
9:15AM The imperatives of business
planning
• The confidence is in the details
9:25AM The importance of references
and research
• Credibility counts!
9:45AM Financial Pro-formas
• What are you measuring?
10:00AM Break
10:15AM Business Plan Samples
10:30AM Sample Template
10:45AM Begin at the Beginning
• The outline
11:00AM Ready, Set, GO!
• Begin to write your purpose statement and outline
11:30AM Questions, comments,
observations
11:55AM Closing remarks and thank you!
Diane L. Brown
U I L D I N G WORKSHOP
