3-Year Business Plan Template - Outline Structure Page 2

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OVERVIEW
The purpose of this brief section is to introduce the organisation to people who are not familiar with its
activities, before going into more detail about its operations.
Background
How it was set up, registered charity number and company number.
Mission
Mission statement or brief statement of charity’s purpose.
Aims and Objectives
Main aims and objectives of the charity’s work.
Charity Clients or Service Users
Description of group supported by the charity.
Staff and Volunteers (or means by which service is provided)
Description of how the charity provides it service to clients/groups supported.
Position
How the charity fits in with the needs of the groups it supports, and relates to other organisations work-
ing in the same field.
Operations
Description of the charity’s activities, numbers of groups supported, how operations work, who delivers
and manages services, how their success is measured.
Development
Overview of how the charity has developed and is developing, any numbers showing growth of service
and planned developments, or showing steady state of charity, or decline in operations – reasons for
these.
Highlights: Previous Year
Main successes of the year before the planning period.
Challenges for 3 or 5-year period ahead
Main issues the charity is facing in the planning period.
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