Social Business Plan (english version)

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

75

[ ] 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

76

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%

77

R ____________ R ____________ R ____________ R ____________ R ____________

BENEFICIARY

ACTIVITY

IMPACT

MY SOCIAL IMPACT MAP INDICATORS

SECTION C

78

My Social BUSINESS IDEA Description:

79

MY SOCIAL BUSINESS STRATEGY VISION

MISSION

VALUES

1.

2.

3.

4.

OBJECTIVES

1.

2.

3.

4.

5.

6.

80

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

81

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:

82

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

83

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:

84

MY MARKETING PLAN: PROMOTION Type of advertising

Details

Cost

Type of sales promotion

Details

Cost

85

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

86

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

87

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

88

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.

89

90

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

91

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

92

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

93

94

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