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Business Planning Resources

Showing 11 to 20 of 40 posts
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.

8 minutes | Business Planning | Manage a Social Enterprise

Customer Interviews and Focus Groups

Learn more about when and how you should leverage customer interviews and focus groups for gathering customer feedback.

8 minutes | Business Planning | Grow 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

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 | 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.

10 minutes | Business Planning | Manage a Social Enterprise

Breakeven Analysis Template

Use this template to conduct a breakeven analysis and determine the sales volume required to reach the breakeven point for your business.

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.

6 minutes | Business Planning | Manage a Social Enterprise

Using a Breakeven Analysis to Inform Pricing Decisions

Before your social enterprise can evaluate different pricing strategies for its products, it must first understand two crucial pieces of information. In this deep dive, we will learn how to 1) Understand your social enterprise’s cost structure and 2) Conduct a break-even analysis.