1 / 17

Fundraising Business Plan Pitch Outline

Fundraising Business Plan Pitch Outline. Kim Alter Will Morgan November 4 , 2008. Fundraising Presentation Outline. Open Problem, Mission and USP Business Summary & objectives Target Market SWOT Market Analysis Marketing (Product, price, distribution and promotion)

colton-hatfield
Download Presentation

Fundraising Business Plan Pitch Outline

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Fundraising Business Plan Pitch Outline Kim Alter Will Morgan November 4, 2008

  2. 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

  3. Title Slide

  4. 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

  5. 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

  6. 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

  7. 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

  8. SWOT Strengths • 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 ?

  9. 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. .

  10. 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

  11. 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?

  12. Business Model Example Shown Production Marketing Advertising& PR to generate Demand Kits (on debt) & Training BCP Beekeepers Moneyfrom Honey sales Direct Channel Honey for Money Consumers Honey(~ 20% to repay debt) Honey ! ~ 80% for distribution & sale to consumers IndirectChannel Distributors

  13. 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)

  14. Financial Forecast

  15. 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

  16. 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?

  17. 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?

More Related