seep annual conference november 2008 fundraising business plan pitch outline kim alter will morgan...
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SEEP Annual Conference November 2008
Fundraising Business Plan Pitch Outline
Kim AlterWill Morgan
November 4, 2008
SEEP Annual Conference
November 2008
Fundraising Presentation Outline
Open Problem, Mission and USP Business Summary & objectives Target Market SWOT Market Analysis Marketing (Product, price, distribution and promotion) Business Model Team Financials Money raised and The Ask Risks and contingencies Close
SEEP Annual Conference
November 2008
Title Slide
SEEP Annual Conference
November 2008
Open Opening Gambit
Relate a “Grab You” story here about “WHY” you are doing this work.
Benefits for your audience Why its important to them to listen.
Tell them what you are going to tell them
Presentation Outline
SEEP Annual Conference
November 2008
Problem, Mission and USP
Problem Statement If not already in Opening Gambit, clarify what is the
problem you are trying to solve, and for whom
Mission Statement State social enterprise’s mission and key objectives
related to solving the problem
Unique Selling Proposition (USP) State why is your SE uniquely positioned to solve the problem
SEEP Annual Conference
November 2008
Business Summary & Objectives
Brief summary of social enterprise and its business activities
Explain how will social enterprise help to solve the social problem
Objectives Typical “Hard” numbers
Sales 1st year, or 2, 3, or 5 years Growth rate (scaling goals) Time/% to sustainability
Social benefit metrics Number of jobs created Positive impact on the environment Number of people effected
SEEP Annual Conference
November 2008
Target Market
Describe your customer(s) and their attributes as they related to “buying/using your products and services.”
• If applicable, consider “early adopters” or “first users”. • What are their specific traits if different from the above.
How are your customers segmented? Additional appropriate information that
strengthens understanding SE’s customers
SEEP Annual Conference
November 2008
SWOTStrengths What factors can you use to our benefit ?
Weaknesses What factors do we have to overcome or account for in our plan if we are to be successful ?
Opportunities What elements of the market and/or environment support your organization’s efforts ?
Threats What elements of the market and/or environment deter this organization’s efforts ?
SEEP Annual Conference
November 2008
Market Analysis
Numbers/Data – Total addressable market size, location, demographics. Charts are better for this section if there is enough data.
Monetized market data - Try to find what the market spends on this type product or service. If there is no current market, try to estimate “Value”.
Target Market Size - segment target market, if required for selection/marketing.
Show “early adopters” portion of the market Trends – describe how is the market changing and may
change in the future. Indicate possible impacts of trends on social enterprise market.
SEEP Annual Conference
November 2008
Competitive Analysis
• Who are your main competitors?
• What are the strengths and weakness relative to that of your social enterprise?
• How is your social enterprise positioned against your competition
SEEP Annual Conference
November 2008
Marketing Product - What is your product (service)?
How does it meet the market needs (benefits) ? Price - Describe how your price strategy and how
you have set your price. How it is your product positioned to succeed vis-à-vis
the competition ?
Distribution - How will your distribute your product? Different from current distribution?
Is the cost or method of distribution key to the viability to your social enterprise ?
Promotion How will you reach your target market?
SEEP Annual Conference
November 2008
Business Model
BCP
Beekeepers
Kits (on debt) & Training
Honey(~ 20% to repay debt)
Distributors
Direct Channel
Honey for Money Consumers
Honey !~ 80% for distribution & sale to consumers
Moneyfrom Honey sales
IndirectChannel
Production Marketing
Advertising& PR
to generate Demand
Example Shown
SEEP Annual Conference
November 2008
Team Leadership – describe the background and impetus of the social entrepreneur and why they are essential to lead the social enterprise.
Management - key people in the social enterprise and their relevant experience and qualifications for their role.
Functional Staff and Strategic Partners – who are they and how do they contribute to success.
Board Members (if appropriate)
SEEP Annual Conference
November 2008
Financial Forecast
Qtr 1 Qtr 2 Qtr 3 Qtr 4
Beginning Cash 100 78 72 84
Earned Income:
Product Sales 50 75 100 125
Services 0 10 15 25
Total Earned Income 50 85 115 150
Expenses:
Costs of Product Sold 30 45 60 70
Payroll 25 25 28 30
Other 17 21 15 23
Total Expenses 72 91 103 123
Net Income -22 -6 12 27
Investment Activity
Cash used for Purchases 0 0 0 0
Cash in from Grants/Investments/Int 0 0 0 0
Ending Cash 78 72 84 111
SEEP Annual Conference
November 2008
Money Raised and Needed State how much you need to execute plan
Timebound to business plan or presentation timeline
Financial obligations so far Amount and from whom
The Ask How much do you need to bridge the gap What will it be used for or the difference it will make towards achieving success/solving the problem
SEEP Annual Conference
November 2008
Risks and Contingencies
What are the main risks your Social enterprise faces toward achieving its mission and objectives?
How will you manage and/or mitigate these risks?
Describe the key factors determining the success or failure of the plan
What do you need to do to ensure success?
SEEP Annual Conference
November 2008
Close Restate Mission (in simple terms) Key points in your presentation Your main goal (related to solving problem)
How audience can participate in the solution (WIIFY)
THANK YOU! Questions?