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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 21 to 30 of 41 posts
30 minutes | Business Planning, Financial Management | Manage a Social Enterprise

Double Bottom Line (DBL) Analysis – Starter Kit

Double Bottom Line (DBL) financial analysis helps us understand how financially self-sustaining each part of our ESE is. Download this resource to create and analyze your own DBL income statement.
Business Planning, Growth Planning, Leadership & Talent, Operations | Grow a Social Enterprise, Manage a Social Enterprise

Election Resources: 2024

Elections can significantly impact our work and the issues we are passionate about at both REDF and the ESE field.  To help shape and navigate the outcome, here are resources to support your ESE and staff during the election season.
41 minutes | Business Planning, Employee Success Program, Financial Management, Growth Planning, Leadership & Talent, Marketing, Operations, Raising Capital & Fundraising | Grow a Social Enterprise, Manage a Social Enterprise

Employment Social Enterprise Glossary

This is a helpful resource for those seeking to better understand the terminology and concepts related to Employment Social Enterprises (ESEs) and the broader field of social entrepreneurship.
20 minutes | Business Planning | Manage a Social Enterprise

Example Business Plan

Review an example of a business plan to gain a perspective on the structure, format and language of an ESE business plan.
Business Planning | Manage a Social Enterprise

Example Customer Interview Guide

See examples of themes and questions that can be addressed in a customer interview with an existing or prospective customer. You can use this guide as a starting point to create your own guide by selecting and tailoring questions relevant to your business and adding your own.
14 minutes | Business Planning | Manage a Social Enterprise

Example Customer Surveys & Survey Analysis

See examples of themes and questions that can be addressed in a customer survey. You can use these examples as a starting point for creating your own customer survey. Also you can download an example how the responses of a customer survey can be analyzed to help you grow your business.
8 minutes | Business Planning | Grow a Social Enterprise, Manage a Social Enterprise

Example Sales Channel Analysis

See an example of a sales channel analysis to evaluate individual channel performance and prioritize channels for future investment.
7 minutes | Business Planning | Grow a Social Enterprise, Manage a Social Enterprise

Examples of Value Proposition Statements

Review examples of value proposition statements from real employment social enterprises in varying industries to get inspired!
14 minutes | Business Planning, Financial Management | Manage a Social Enterprise

Introduction to Social Costs

Distinguishing social costs from ordinary business costs enables you to make more informed decisions on managing your budget and making targeted cost reductions.
11 minutes | Business Planning | Grow a Social Enterprise, Manage a Social Enterprise

Lead Qualification Tool

You can use this tool to determine whether prospective customers are a good fit for the organization and how likely they are to become customers.