Business Planning

Action Learning (Direct or Support Network)

Service provided by Bradford Uni School of Management

Series based sessions around Action Learning (8 x3 hour sessions).

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Assessment of Business and Strategic Planning

Service provided by Incommunities

Includes a review of existing business, mission and objectives of the business and compile a business strategy document.

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Assessment of Internal Processes

Service provided by Company Solutions

Meet with client administrator, obtain details, review systems including accounting, produce report, with recommendations. Discuss with client. Follow up visit if required.

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Assist in Bid Writing

Service provided by Incommunities

Assistance in identification of funding opportunities, the stages of bid writing, information required, assistance in completing bid.

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Board Composition

Service provided by Crellin Consulting

Desk based research or survey based research including design of questionnaires, targeting, undertaking surveys on line or face to face, analysing and correlating results, compiling report.

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Book Keeping/Accounts

Service provided by Digitalife Ltd

Manual & Electronic.

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Business Cases including Independent Professional Scrutiny

Service provided by Incommunities

Compilation of business case with input from strategic personnel within the business, full financial analysis and independent review from business analyst.

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Business Plan Writing

Service provided by Crellin Consulting

Group sessions/ meetings to define purpose, involvement/consultation of stakeholders, research on relevant statistics, writing of business plan in collaboration with organisation, feedback and refinement of Business Plan. Includes pricing, target markets and full cost recovery. Also Includes writing business plans that are sufficiently robust to gain investment support for example from the banking sector or other investors.

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Business Planning

Service provided by Social Enterprise Support Centre

We can draw on our experience and range of associates to provide tailored support that meets your specific needs. Our range of practical support includes: Social Enterprise ideas, profiling and feasibility; Guidance on setting up a Social Enterprise; Guidance on creating a realistic business plan; Advice and overviews of legal forms and governance for social enterprise, the role of the management committee and liability/accountability of directors; Introduction to Human Resource issues for Social Enterprise.

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Business Planning

Service provided by Digitalife Ltd

Practical support on how to write a business plan.

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Business Planning Clinics

Service provided by Bradford Uni School of Management

Panel based (1 hour).

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Business Planning Workshops

Service provided by Bradford Uni School of Management

2 day workshops (14 hours up to 15 people may attend- created bespoke).

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Contract Management

Service provided by Incommunities

Review of contract, procedure and policies in place to assist in delivering contract, monitoring and recording procedures.

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Deciding a Business Strategy

Service provided by Company Solutions

Based on market research and marketing strategy (carried out by other professionals) work with client on possible ways to achieving sales based on resources available. Assess alternatives. Produce Report.

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Deciding a Business Structure

Service provided by Company Solutions

Discuss pros and cons of various appropriate structures with client. Recommend most appropriate structure(s). Produce report. Incorporate company if appropriate.

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Development of Aims and Objectives

Service provided by Crellin Consulting

Facilitated sessions with boards and management committees and stakeholder consultation through events or surveys.

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Effective Issues Management

Service provided by Digitalife Ltd

Identify and track the evolution of issues affecting an organisation.

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Facilitation session for business strategy (within a business)

Service provided by Bradford Uni School of Management

Usually half day sessions (then followed up by coaching to check on development).

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Financial Awareness for Business Owners

Service provided by Company Solutions

Finance for the non-financial. Useful ratios to measure progress. How to delegate but remain in financial control. Produce handouts/worksheets or report. (Can deliver as 1-to-1 or to a board/executive committee meeting). Revisit to monitor progress.

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Half Day Business Planning Workshops

Service provided by Bradford Uni School of Management

AmazeYourself@SME Knowledge Network.

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How to Be Competitive

Service provided by Crellin Consulting

Specialist advice on marketing and pricing strategies, working with boards or management committees to make them more commercially aware. Troubleshooting and provision of reports and recommendations.

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Identification of Markets and Growth Opportunities

Service provided by Incommunities

Review of existing business with full SWOT analysis, identification of market forces and growth opportunities or new business areas.

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Information on Legislative Requirement and Drivers

Service provided by Incommunities

Review of legislative and statutory obligations and impact on market and business.

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Issues and Crisis Management

Service provided by Digitalife Ltd

Prepare relevant and realistic contingency plans before a crisis arises.

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Legal Entity and Governance

Service provided by Digitalife Ltd

Advice on business formation including CIC, social enterprise, charity etc. Composition of Memorandum and Articles of Association. Assistance registering with Companies House and/or Charities Commission.

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Legislation and Regulations

Service provided by Digitalife Ltd

Practical support in understanding health and safety, data protection, employing people, and equality legislation. Drafting and implementing HR policies delivering leadership management training.

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One to one Mentoring/Coaching through Business Planning

Service provided by Bradford Uni School of Management

Used to support a workshop or facilitated session- an embedding and developing tool.

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Performance Monitoring Framework

Service provided by Incommunities

Compilation of a performance management framework which will include organisational targets from the business plan/mission statement, other source or operational plan. As part of the review mechanisms, identification of key personnel to receive skills to ensure that PMF are real, relevant and disseminated to appropriate staff. includes review/target setting.

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Provision of 1-1 Support and Coaching on Business Planning

Service provided by Fit4Funding

Provision of 1-1 support (working with organisations on developing their plan or reviewing existing plans). We will use our business planning toolkit as a framework.

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Provision of 1-1 Support on Business Planning

Service provided by Fit4Funding

Developing an approach to researching market/locality needs focussing on developing questionnaires and carrying out desk top research.

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Provision of 1-1 Support on Business Planning

Service provided by Fit4Funding

Budgeting and cashflow support provided by WYCAS.

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Provision of workshops on Business Planning for Staff and Trustees

Service provided by Fit4Funding

Workshops for staff and trustees on good practice in business planning. Workshops will highlight the uses and content of a good business plan help an organisation take the first steps to putting together their own plan. Workshops may involve 1-1 or small group discussions to check whether all share a vision for the organisation and will develop a clear direction for the organisation.

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Research

Service provided by Crellin Consulting

Desk based research or survey based research including design of questionnaires, targeting, undertaking surveys on line or face to face, analysing and correlating results, compiling report.

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Risk Analysis and Mitigation Measures

Service provided by Incommunities

Respondent to business needs - review of area of concern, risk analysis of all factors and compilation of mitigation actions to negate risks identified. In addition review timetable and identification of key personnel to receive the necessary skills to maintain the risk register.

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Risk Management

Service provided by Crellin Consulting

Working with the organisation to identify risks, developing risk logs, mitigation and scenario planning.

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Seminars or Workshops

Service provided by Company Solutions

On business planning matters are required.

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Taxation and Financial Affairs

Service provided by Digitalife Ltd

Cash flow/profit and loss/Insurance.

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Tender Funding Bids

Service provided by Crellin Consulting

Research on appropriate sources of funding, liaison with funders and/or relationship building with partners. Advice on matching projects to the funds available. Writing funding applications and securing support.

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Writing the Business Plan

Service provided by Company Solutions

Decide audience (internal use or external for fund raising). Write plan with input from client. Produce income projection, balance sheet projection and cash flow. Test viability (sensitivity analyses) Set up monitoring procedure.

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