Business Plan Template (Page 2 of 6) in pdf

Executive summary

The executive summary isn’t an introduction. Ideally it should capture all the pertinent points of

the plan in paragraph format. Please write your executive summary in this area once you have

completed the business plan objectives. Please include the main areas that the chapter will be

focusing on in the upcoming year.

Current situation

Basic data

: Meeting Professionals International (MPI) “X” Chapter

Name of Chapter

Status

: (Example: legally registered as a not-for-profit professional society)

Office

: Fill out please

Head Office

: MPI Headquarters, Dallas, Texas, USA

Brief history of the Chapter and Current Status

A short history of the Chapter with a note of the current status (number of members, retention

rate). This should be very brief, such as in the following example:

The MPI “X” Chapter was chartered in 2005. In 2005 we started the Chapter with 50 members

and grew to 75 members by the end of 2005-2006. Last year we experienced growth again and

the Chapter ended last fiscal year with 90 members and a retention rate of 78.4%. The Chapter

Leadership had accepted a two year term when the Chapter was created. For this year that

means that all positions were open for elections. 50% of the original Board has accepted

another 2 year term in different positions and we have 4 positions with new board members

(coming from the respective committees).

Resources

This is where you should identify the resources that your chapter has (in the bank, in volunteer

time, in MPI resources) to fund the activities that you are planning for the coming year. Running

an association requires a commitment of time, energy and willingness to work together with a

common purpose and view. Therefore this area is also dedicated to list the time & talent

available in the chapter.

Our Chapter resources consist of funding, time & talent of our volunteers and MPI resources.

Funding: Our chapter has a total of (fill out local currency) _____, to fund chapter activities this

year (See appendix __ for the budget).

Time & talent: Our chapter has ____ volunteers, who, in total, can devote ____ hours per week

to our Chapter. Next to the volunteers we have additional talent in our chapter that we can

utilize, by engaging other members in committee activities. In this way we will be able to have

____ hours per week devoted to our Chapter in addition to the above mentioned number of

hours.

MPI Resources: Our chapter will make full use of the tools and assistance provided by

headquarters, especially:

Please list the tools that MPI provides to you and your Chapter and write down which ones you

are going to use the coming year.

Business Plan Template Page 2