3-Year Business Plan Template - Outline Structure (Page 4 of 6) in pdf

3-Year Business Plan Template - Outline Structure Page 4

PEOPLE AND ORGANISATION

Description of all jobs/functions in the organisation – their roles and any information on how they will

change. Show how their activities support operations.



Patron



President



Vice Presidents and Board of Advisers



Board of Trustees/Management Committee



Staff

Describe the roles of the key staff members, their experience and how they are able to meet the

needs of the organisation, any additional resources required. If particular staff are overstretched,

describe the gaps they are having to fill and how these might be resourced.



Volunteers

Describe their roles and particular specialisms, need for training or support, recruitment and re-

tention

Job Responsibilities

Detailed job outlines for key personnel (Chief Executive, Heads of particular functions)

You may wish to include biographies of key personnel showing their experience and ability to meet the

requirements of their roles – and any skill development/training that would help them.

Organisation Development: Current/Forthcoming Year

How the organisation will change to meet its organisation needs – and how this will affect staff and oth-

er personnel. Any changes to the staff structure anticipated in the planning period.

Training

Description of any training needed, why and what it will allow the person to achieve.

Policies

Relating to personnel issues, e.g. equal opportunities policy.

3-Year Business Plan Template - Outline Structure Page 4