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Business Planning

An employment social enterprise is an organization that 1) derives a meaningful portion of its total budget from the sale of goods and services, and 2) purposefully hires and supports a specific population of employees as part of its mission. The Business Planning section covers the first element in depth, while the Employee Success Program section covers the second. 

The Business Planning section explores three core concepts in some depth: a) how ESEs generate earned revenue, b) how ESEs can maintain or increase profitability of business operations, and c) best practices around how ESEs can plan for the future, whether by exploring growth scenarios, business model pivots, or other actions. 

All Business Planning Resources

Showing 1 to 10 of 37 posts
Business Planning | Grow a Social Enterprise

Continuing Education Series: Growth Across Geographies, Scaling to New Locations

We are excited for an an encore presentation with Dan Rhoton from Hopeworks, who will revisit and expand upon his insightful workshop on ESE expansion to a new location. We will discuss venture criteria, decision-making processes, operational planning and support into new markets, and culture across sites.
Business Planning | Grow a Social Enterprise

Continuing Education Series: Pricing Strategy

Interested in learning how to drive growth for your organization? Join Simon-Kucher, the world’s leading pricing and growth specialist, as they provide an overview of pricing basics, why it should be a forefront topic, and when you should conduct a project. Juma also joined for r a live case study on their engagement with Simon-Kucher and the impact that was unlocked.
Business Planning | Grow a Social Enterprise

Continuing Education Series: Customer Segmentation & Value Proposition

You will learn about the importance of customer segmentation and the 3 different categories of value proposition. You will even have a chance to draft your own value proposition for a core customer group. Together, we will then identify the most important customer assumptions to test, which is a foundation for the later courses on promotions, sales channels, and pricing.
Business Planning | Grow a Social Enterprise

Continuing Education Series: Business Model Canvas & Customer Experiment

Get a refresh on (or an introduction to) using the business model canvas to envision a future-state business and then testing the critical assumptions that underpin your ability to achieve that future state. The session will focus on filling in a business model canvas and identifying the most critical underlying assumptions and exploring the concept of lean experimentation.
Business Planning | Manage a Social Enterprise

Continuing Education Series: Raising Capital Through Mission-Aligned Loans

If you're exploring financing options, or considering debt, this session will equip you with the knowledge to make strategic decisions about how to finance cash flow and working capital needs. This session was part of the Fall 2023 Raising Capital & Increasing Revenue CE Week.
Business Planning | Manage a Social Enterprise

Continuing Education Series: Crafting a Winning Proposal

In this workshop we'll evaluate the effectiveness of current proposals and discuss the key features of effective proposals. We will also hear from ESEs who are working to strengthen their proposal writing. This session was part of the Fall 2023 Raising Capital & Increasing Revenue CE Week.
Business Planning | Manage a Social Enterprise

Continuing Education Series: Government Funding & ESEs 101 | Getting to Know Each Other

In this session we will discuss the different types of government funding available to ESEs from federal, state, and local government agencies, and options for pursuing  these funding resources. We will also hear from a REDF Community ESE about their experience seeking and executing government contracts. This session was part of the Fall 2023 Raising Capital & Increasing Revenue CE Week.
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