Business plan expense and revenue template

Twitter Use this marketing plan example to generate sales for your small business. This document is a sample marketing plan template that will help you create your own strategy quickly. It contains text, charts and graphs to help you model your own plan. You can also download this marketing plan example in Microsoft Word format to edit it and create your own marketing plan.

Business plan expense and revenue template

Executive Summary As the heading implies it is a summary of the entire plan and is prepared after the complete plan document has been drawn up.

business plan expense and revenue template

It gives stakeholders, advisors and staff brief information about what the organization is currently doing and what it is up to in the coming period. Learn how it works to create a nonprofit strategic business plan that is founded on a standard template How it works to create a strategic plan for non-profit organization 2.

Vision and Mission Statement A Vision statement tells the whole world "what" the NPO wants to achieve and for what purpose it is in existence.

It sets the boundaries within which employees can decide and act towards achieving results and also informs third parties like investors, vendors, and clients dealing with the organization what the NPO expects from them.

Values Goodwill is the strongest asset to any NPO. As a non-profit organization, an NPO has to approach government and non-government entities for aid and donations to fund their activities and also approach the community for support to their service.

Such entities would donate and support only if the NPO has a strong goodwill and reputed name. To ensure this, any NPO has to have a work culture based on good values, which are listed as part of the strategic plan to remind all internal staff and external stakeholders the values recognized and adhered by the NPO.

Values respected by a typical NPO would include qualities like integrity, trustworthiness, honesty, transparency, teamwork, accountability, etc. Campaigning the Cause The NPO has to sell its laudable cause, purpose and the change it wants to bring about through its service to governments, foundations, philanthropic entities and individuals to obtain grants and raise funds.

The success of its operations and achievement of the goals entirely depends on funds raised through various campaign methodologies adopted by the NPO. In a for-profit organization, the marketing function is very important as this brings in the revenues for the organization without which the organization will not survive.

In an NPO, products, and services are not marketed but the cause and purpose are sold as a noble concept to governments and foundations that give grants to NPOs.

Similar to any marketing activity, the NPO should plan its campaign of conveying its message to such entities and convincing them to make grants in its favor. This section details exhaustively everything an NPO has to do to raise the targeted funds, leaving no stone unturned, including the message, whom to approach, how to approach and grant seeking methodologies.

Having stated the Vision, Mission, and Values of the NPO, and detailing the campaign to be adopted to sell the cause, the strategic plan should now lay down Goals, Tasks and Key Performance Indicators to be achieved.

Goals and Tasks The purpose of preparing a strategic plan is to achieve definite goals and complete specific tasks by the end of the plan period.

business plan expense and revenue template

NPOs are generally service providers and a goal could be a number of beneficiaries to be serviced during the plan period. When plan period is 3 to 5 years, long term-goals can be broken down into annual goals under the SMART rule and any shortcoming in one year can be made good in the subsequent plan year.

Such goals identified and defined help employees of the NPO to clearly understand what they have to do and achieve. In the course of operations during the plan period when actual performance is compared with the goals set, employees can find where they stand and take necessary steps if needed to achieve the goals as planned.

Goals set also help NPO management to monitor whether the resources of people, money, and technology are used appropriately to achieve the set goals. Where deviations are found, the NPO management can take corrective measures to bring back the NPO activities on the right and planned track.

Hence it is important to clarify and list all the goals and targets to be achieved by the NPO. It informs everyone in the organization what the NPO is planning to achieve in the current plan period and in the period immediately following. Efficient and productive use of donated grants and funds will strengthen the goodwill and image of the NPO helping it to raise funds with ease in the future.

To deploy resources efficiently, the strategic plan identifies and sets benchmarks as key performance indicators that would be used to measure and show how efficiently the NPO activities have been conducted during the plan period.

As the very name implies, Key Performance Indicator KPI is a measure that tells how efficiently a key activity has been performed.The expense report template excel may be a simple one, longer one, or detailed one according to your business organization nature.

Categories of expenses are separate in the report as mileage, toll taxes, petroleum etc. sometimes employees reimburse the spent amount on these by showing the receipts of the expenses.

Benefits of the Expense Report Template:

The best thing of building the budget of nonprofit organization and listing the revenue sources on the programmatic or functional basis, is to enlist the source of the income or the detailed information of the donor and also list the direct or indirect personnel expenses of the organization.

A profit and loss statement, also referred to as an income statement, enables you to project sales and expenses and typically covers a period of a few months to a year. To determine net profit, subtract total operating expenses from gross profit. TM guide to writing a business plan What is a business plan?

A business plan is a written document that describes an idea for a product or service and how it will. Use this marketing plan example to generate sales for your small business. This document is a sample marketing plan template that will . The minister or employee will return advances that exceed actual business expenses within days.

Under this accountable arrangement the church will not report reimbursed amounts as taxable income on the minister’s or employee’s Form W

Business Budget Template for Excel - Budget your Business Expenses