planning & budgeting 24 th august 2011 dave hastings
TRANSCRIPT
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Planning & Budgeting
24th August 2011Dave Hastings
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Stage 1
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Mission and Values
• ensure that there is a clear sense of direction• agreement about the core values• Seek the views of – Committee– Members– Staff– Volunteers– Funders
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Stage 2
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The world around your organisation
• Political• Economic• Social / cultural• Technological• Legal• Environmental
PESTLE
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Stage 3
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The current activities of the organisation
•Culture and philosophy• Finances•Management• Structure •Operations
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SWOT Analysis
• Strengths•Weaknesses•Opportunities• Threats
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Stage 4
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Choices
•What will be your overall direction? •What will be your
priorities? •What will you stop doing?
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Stage 5
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A Coherent Plan
• Realistic and achievable• Specific actions•What are your objectives•What is the time frame?• How will you measure
success?
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Setting Objectives
All objectives must be SMART.• Specific - what exactly do you want to
achieve?• Measurable – what difference will it make?• Achievable - is what you propose possible? • Relevant - does it fit into the wider
context?• Time based - how long will it take?
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Planning – an overview
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Stage 6
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Aims - objectives - budget
• The organisation has an overall aim or mission• There are specific aims that set out the
difference the organisation hopes to make– These differences are OUTCOMES
• Specific objectives set out how the aims are to be achieved– the objectives require activities that produce
OUTPUTS– The resources needed for each activity can be
quantified in a BUDGET
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Identify Inputs
What do we need to have in order to make this plan work?
• Staff• Materials• Space• Time• Include everything (100% rule)
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Make Assumptions
• How many staff?• How much space?• How many users?• How long will the project run for?• How many hours per weeK• Etc.
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Types of cost
• Fixed costs• Variable Costs• Project / direct costs• Overheads / indirect costs• Capital costs• Start up costs• Capital Costs• Revenue Costs
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Key Tips
• Be reasonable• Be prudent• Be realistic• Be consistent.
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Stage 7
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Monitoring
Business planning is an ongoing process.
•Monitor• Evaluate• Review