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).
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.
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.
Service provided by Incommunities
Assistance in identification of funding opportunities, the stages of bid writing, information required, assistance in completing bid.
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.
Business Cases including Independent Professional Scrutiny
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.
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.
Service provided by Digitalife Ltd
Practical support on how to write a business plan.
Service provided by Bradford Uni School of Management
Panel based (1 hour).
Service provided by Bradford Uni School of Management
2 day workshops (14 hours up to 15 people may attend- created bespoke).
Service provided by Incommunities
Review of contract, procedure and policies in place to assist in delivering contract, monitoring and recording procedures.
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.
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.
Development of Aims and Objectives
Service provided by Crellin Consulting
Facilitated sessions with boards and management committees and stakeholder consultation through events or surveys.
Service provided by Digitalife Ltd
Identify and track the evolution of issues affecting an organisation.
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).
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.
Half Day Business Planning Workshops
Service provided by Bradford Uni School of Management
AmazeYourself@SME Knowledge Network.
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.
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.
Information on Legislative Requirement and Drivers
Service provided by Incommunities
Review of legislative and statutory obligations and impact on market and business.
Service provided by Digitalife Ltd
Prepare relevant and realistic contingency plans before a crisis arises.
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.
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.
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.
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.
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.
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.
Provision of 1-1 Support on Business Planning
Service provided by Fit4Funding
Budgeting and cashflow support provided by WYCAS.
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.
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.
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.
Service provided by Crellin Consulting
Working with the organisation to identify risks, developing risk logs, mitigation and scenario planning.
Service provided by Company Solutions
On business planning matters are required.
Taxation and Financial Affairs
Service provided by Digitalife Ltd
Cash flow/profit and loss/Insurance.
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.
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.


