A Business Planning Guide for Social Enterprises

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In developing a social enterprise, you are embarking on an exciting journey.

Introduction

As an established social enterprise, we’ve been asked to prepare this guide to help you along the way. Starting a social enterprise can be challenging, rewarding, stimulating and scary. There are already a range of business planning guides and templates out there but very few can tell you how to set up a social enterprise. We’ve used our own experience, and the experience of others, in running businesses with equal financial, social and environmental aims to map out a route for you. We hope that you will benefit from our experience, avoid the pitfalls and achieve your goal to establish a successful social enterprise.

Contents

Development

2

Introduction

3

The business development process for social enterprise

9

Stage 5:

Exploration

61

Stage 6:

Business planning

69

Stage 7:

Start-up

79

Top tips for success

80

Stage 1:

Motivation

17

Stage 2:

Preparation

29

Stage 3:

Assessment

39

Appendices

Stage 4:

Testing your idea

53

Key contacts

82

Resources

83

Business plan template

84

Acknowledgements

97

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