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Business, Planning Reality Checklist

18 February 2022

For your business plan to work, you need to be able to confidently answer 'yes' to each of the questions below.  That's about making an objective assessment of each.  

  • Our plan includes everything that's important to us that we want to achieve
  • our objectives and targets are realistic and achievable
  • We will have enough people, with the necessary skills and experience to deliver our plan
  • The key risks have been identified and quantified
  • We have taken adequate steps to manage these, to ensure no risk remains unacceptably high
  • There is adequate funding in our budget to resource all of our business plan objectives
  • Our fundraising targets are realistic and we are confident that these should be achieved
  • We have contingency options to manage any unforeseen eventualities. 
    • For example, not launching a project until funding is secured, or having plans to scale back activity
  • Our plan has been communicated to everyone who needs to know about it and it is simple, clear and will be understood by them
  • The information reported focusses on the key issues and will enable us to take action in good time, if we need to

Congratulations, you have created a simple, clear and effective business plan.  If you are unsure about any of the above, revisit your plana and make any changes you need to.  

To see more  planning Templates And Checklist To Create A Great Charity Strategic, Business, Fundraising or Other Plan see Here

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