Business plan is an important document for a charity because it sets out your goals and the strategies you’ll be using to achieve these goals. Like a business makes a business plan to ensure it will be profitable, a charity makes a business plan to ensure it can benefit those it sets out to benefit.
Strategic Planning for small charities
DATE - Monday 20th May, plus follow-up session, date TBC.
TIME - 2pm -5.30pm
LOCATION - St Paul's Centre, Dumaresq Street, St Helier
COST - £45 for any employee or volunteer from an AJC member charity. Fee for non-members: £90.
This training will will enable people involved in managing their organisations to develop a strategic business plan, that has a clear overarching strategy, which is essential in keeping your organisation on track with its goals and to get the best returns from the available time, resources and budget at your disposal.
In the half-day session (3.5 hours), you will be given all the knowledge to be able to understand the key
principles of strategic planning, including:
- Research and use the information required to build your strategy and plans.
- Analyse past performance in order to inform future activities.
- How to identify and evaluate the best income and fundraising sources for your organisation.
- Identify the risks associated with your strategy and how to manage them.
At the end of the session, having been armed with all the theory, we would like you to develop your own strategic business plan (draft or outline at the very least) for your organisation, to be presented to the group in
Armed with all the theory and knowledge you have gained, you will be tasked with writing your strategy and business plan. We expect this to take at most 9 hours, with a further three devoted to creating your presentation to the group. This will also be useful for presenting to your board to get their buy-in. You will present your outline volunteer policy to your peers, after which we will have time for peer critique and to consider the next steps in implementing your plan. This follow-up session will be held on a date agreed upon by those attending the course.
Who should attend?
This workshop is aimed at people who are responsible for business development or fundraising in their organisation, including small charities, chairs, and trustees.
Who delivers the training?
This charity-specific training was delivered in collaboration with Jane Galloway, who has over 20 years of experience providing training for charities in Jersey. A consultant, trainer and facilitator for the Charity Sector and Retired Senior Lecturer at Chichester University. Delivering a range of modules on the BA (Hons) Charity Development degree course. Including Major Donor Fundraising, Events and Community Fundraising, Understanding Organisations and a 'live' Charity Project programme.
This follow-up session will be led and coordinated by Beth Gallichan, CEO at AJC, who has been a qualified fundraising professional in Jersey for many years.
Any further support required?
Email lyn@jerseycharities.org or call 01534 840138 with any questions about our training courses.
Please note: names of attendees will be shared with the trainer, and by signing up, you are happy for your name to be shared and recorded by the AJC by our privacy policy - here:
Privacy Policy (jerseycharities.org)