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Business Planning Tools for Nonprofits

Without financial self-sufficiency, non-profit organizations cannot choose their direction or concentrate on their mission. This guide is about a great American institution and a powerful agent for change: the non-profit charitable organization.

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Sales Forecast (12 months)

The sales forecast is the key to the whole financial plan, so it is important to use realistic estimates. Download SCORE's Sales Forecast template.

Hurricane Preparedness Checklist

This checklist will help you prepare for a hurricane’s effect on your organization, employees and community by highlighting activities you should undertake before, during, and following the event.

How to do Market Research

In order to reach, connect with and sell to your target market, you need to have a firm grasp on who they are. Conducting market research will help you develop a fuller picture of your target customers. 

Desarrollar un Plan de Sucesión

Continuar un negocio más allá de una generación de líderes requiere planificación. Ya sea a través de acciones privadas transferidas a un gerente, o ceder el liderazgo a miembros de la familia, un plan de sucesión allana el camino para el éxito continuo del negocio.

Solicitud para Préstamo Bancario para la Pequeña Empresa

Los lectores que aún no cuentan con la ventaja de conocerlo lo juzgarán por su forma de escribir. Preste atención a lo que dice y cómo lo dice. Lo que sigue es una muestra de una carta de presentación para una solicitud de préstamo bancario. Observa cuánta información se incluye en una carta breve, y como se enfoca en lo que un banquero más quiere saber.

The Best time to Review and Update Your Business Plan

In this post, you will learn what events trigger a need to update your business plan, how updating a business plan differs from creating the original, and who should be involved in the updating process.

Do I Need to Update My Entire Plan?

Rarely is a complete update required, but frequently the marketing section strategies and tactics need review and updating to meet constantly changing market realities.

For example, which of your actions/activities worked well and should be continued, and which should not? If everything is working, then you are not experimenting enough — not everything will work


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Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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