A Business Planning Guide for Social Enterprises

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A B U S I N E S S P L A N N I N G G U I D E TO D E V E LO P I N G A S O C I A L E N T E R P R I S E : A P P E N D I C E S

Directors Social purpose

Attach CVs or brief details a appendix

Training requirements of staff

(include mission statement if different from above)

Background information

This should be a short summary of the organisation. This should focus on range of activities and current funding and finance. Attach relevant information such as audited accounts, M&As, structure, etc as an appendix.

External relations Key staff Name, age and qualifications

Job title

Date joined

Attach as appendix details of following (if applicable): Bank Lawyer Accountants Monitoring officers (LA departments etc) Provide details of trade associations or networks that you are members of: (Detail the organisation/association and what involvement you have)

Please also attach CV details of Key Staff as an appendix – this should include past experience and current job responsibilities.

Number of employees (in new business): Details of staffing of business (include details of succession planning)

Product or service Your products or services, including prices (if available)

Details of any key staff to be recruited (Attach job descriptions of new key posts as an appendix)

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