International Labour Organization
GENERATE YOUR SOCIAL BUSINESS PLAN (GYSBP)
LEARNERS’ GUIDE
APPENDIX 1 MY BUSINESS PLAN BOOKLET SECTION A Executive summary Name of the social business Legal form of your social business (Tick one)
[ ] Sole Proprietor [ ] Close Corporation [ ] Private Company [ ] Partnership [ ] Other
Main social business activity (Tick one)
[ [ [ [
Social purpose (What your social business aims to achieve)
Our mission:
Intended impact of the social business (The difference you will make)
Our objectives:
] Manufacturing ] Providing a Service ] Retailing ] Other
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[ ] Trust [ ] Cooperative [ ] Voluntary Association [ ] Section 21 Company
Main products and services
Client profile (Describe your typical client)
Profile of target beneficiaries and how your social business will reach them
Competitors
Your competitive advantage
Owner/s profile (a brief summary of your skills/interests and qualifications)
Summary of staffing
[ ] Number of full time employees [ ] Number of part time employees [ ] Number of voluntary staff
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What will staff be doing in the social business (proposed job functions)
Required start-up capital
R __________________
Sources of start-up capital
Own contribution Loan funding Donor/Grant funding Family/Friends Other sources:
Contact Details
Name Telephone Cellphone Fax Email Website
SECTION B For existing social enterprises
What was the reason you started your social business?
How long have you been in existence?
[ ] 1 - 2 years [ ] 2 - 3 years [ ] More than 3 years
What has been the impact of your social business? (how many beneficiaries were reached and how was this measured) How much of your income is derived from active trading?
How much of your income is derived from grants and donations?
[ [ [ [
] More than 80% ] 60 to 80% ] 50 to 60% ] Less than 50%
[ [ [ [
] More than 80% ] 60 to 80% ] 50 to 60% ] Less than 50%
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R ____________ R ____________ R ____________ R ____________ R ____________
BENEFICIARY
ACTIVITY
IMPACT
MY SOCIAL IMPACT MAP INDICATORS
SECTION C
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My Social BUSINESS IDEA Description:
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MY SOCIAL BUSINESS STRATEGY VISION
MISSION
VALUES
1. 2. 3. 4.
OBJECTIVES
1. 2. 3. 4. 5. 6.
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MARKET RESEARCH: SOCIAL ACTIVITIES 1
2
3
4
My product or service
My beneficiaries
Needs & preferences of my beneficiaries
Competitors
MARKET RESEARCH: TRADING ACTIVITIES My product or service
Needs & preferences of my customers
My customers
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Competitors
MY MARKETING PLAN: PRODUCT/SERVICE LINES PRODUCTS/SERVICES (INCOME GENERATION)
Attributes
Benefits
Attributes
Benefits
Product 1:
Product 2:
PRODUCTS/SERVICES (SOCIAL ACTIVITIES)
Product 1:
Product 2:
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MARKETING PLAN: PRICE Product or Service 1.
2
My cost
How much customers are willing to pay
How much beneficiaries will pay
Competitors’ prices
My price
Reason for setting this price
Discounts will be given to the following customers
Reasons for giving discounts
Credit will be given to the following customers
Reason for giving credit
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MY MARKETING PLAN: PLACE Location Description of the planned location of the business:
This location is chosen for the following reasons:
Method of distribution The business will sell to End customers Retailers Wholesalers This way of distribution is chosen for the following reasons:
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MY MARKETING PLAN: PROMOTION Type of advertising
Details
Cost
Type of sales promotion
Details
Cost
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MY STAFFING REQUIREMENTS Required skills, experience and other requirements of employees
Task
Total number of employees required
MY SOCIAL BUSINESS JOB DESCRIPTIONS Staffing already on board (if any)
Job Descriptions
Staffing I still need (if any)
Job Descriptions
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Number of employees
LEGAL REQUIREMENTS The following taxes apply to the business:
The following regulations apply to the employees:
The business will need the following licenses and permits:
Cost
The business will have the following insurance:
Cost
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REQUIRED START-UP CAPITAL INVESTMENTS Business premises Construction/purchase of building
+
Conversion/reconstruction of premises
+
Total for business premises:
=
Equipment + + =
Total for equipment:
WORKING CAPITAL Stock of raw materials/finished goods
+
Marketing (including promotion)
+
Salaries and wages
+
Rent
+
Insurance
+
Other costs
+
Total for working capital:
=
TOTAL START-UP CAPITAL
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MY SOURCES OF START-UP CAPITAL Required start-up capital
(get this information from your previous activity)
Sources of start-up capital Owner’s equity Other sources
Total (must be the same amount as the required start-up capital)
Collateral / Surety (if you intend applying for a loan)
1. 2. 3.
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Net profit
Indirect costs
Gross profit
Direct labour costs
Direct material costs
Income from donations
Income from sales
Details
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
INCOME AND EXPENSE PLAN FOR .................... Oct
Nov
Dec
Total
CASH FLOW PLAN Jan
Feb
Mar
Apr
May
CASH IN
Cash at the start of the month Cash in from sales Any other cash in TOTAL CASH IN Cash out for direct material costs Cash out for direct labour costs
CASH OUT
Cash out for indirect costs Cash out for planned investment in equipment Any other cash out TOTAL CASH OUT CASH AT THE END OF THE MONTH
ACTION PLAN Action/Goals
Who to contact
Securing business premises
Identifying my suppliers
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By when
Jun
ACTION PLAN Action/Goals
Who to contact
By when
My marketing plan
Choosing my form of business
Sourcing and appointing my staff
Identifying my legal requirements
Securing my insurances
Identifying my sources of start-up capital
Buying equipment
Buying raw materials or finished goods
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Other
ATTACHMENTS Attach here any relevant supporting documents, for example: • MY SOCIAL BUSINESS REGISTRATION DOCUMENTS • CURRICULUM VITAE OF KEY STAFF • MY QUOTATIONS • MY FLOORPLAN / PRODUCTION LAYOUT
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New forms of social purpose business are emerging in South Africa. Community-based organizations are recognizing the need to generate sustainable income streams to fund their social purpose, to reduce their dependence on grants and donations. Social entrepreneurs are setting up enterprises that are run like businesses but that exist for a social purpose rather than private benefit. This training guide is part of the International Labour Organization’s Social Business Development Services Resource Pack. This is a system of interrelated training packages and other resources for social entrepreneurs with limited or no previous exposure to management training. The training products in the package include Introduction to Social Enterprise (ISE), Generate Your Social Business Idea (GYSBI) and Generate Your Social Business Plan (GYSBP). Each has a Trainers’ Guide and a Learners’ Guide. The Resource Pack also includes a set of 25 case studies of social enterprises in South Africa, two guides on finance and legal forms for social enterprises in South Africa, and a Social Business Plan Competition Handbook. The Resource Pack was produced by the International Labour Organization as part of its work on social economy enterprise development in South Africa. The ILO is grateful to the Government of Flanders for its support for this work.
ILO Pretoria Crestway Block C 20 Hotel Street Persequor, Pretoria PO Box 11694, Hatfield 0028 +27 (0)12 818 8000 www.ilo.org