3-Year Business Plan Template - Outline Structure (Page 3 of 6) in pdf

3-Year Business Plan Template - Outline Structure Page 3

STRATEGY

This section should show the vision of the organisation and give an idea of how it is moving towards the

vision.

Short Term

Description – perhaps with examples of progress in past year and specific targets for coming year.

Medium Term Strategy

More general – three year targets and strategic principles eg the way services will develop, any ideas of

size of organisation over three years and likely changes due to operating environment (eg through

changes in funding or changes in groups supported).

Long Term Strategy

More general statement about the vision of the organisation and how it intends to develop over the

next 5-10 years

May wish to include a section on the experience of the organisation or skills which will enable the or-

ganisation to achieve its strategic plans.

OPERATIONS

Description of how operations have performed over last year and current state of organisation – and

how they will be developed and managed over the next period. Practical examples of how operations

are managed and will develop to enable strategic aims to be achieved.

Description of all activities carried out by charity, and how they will develop (detail for each service or

type of service). You may wish to separate core activities and projects and describe their activities and

the resources needed to manage them separately.

A list of key operational targets and a detailed Operations Plan can be attached in an Appendix.

3-Year Business Plan Template - Outline Structure Page 3