Way To Go! Chartering your course with a (brilliant) business plan August 2nd 8am to 1pm

Set for August 2nd from 8am to 1pm at WSKG

 

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

Name of organization

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