Business Planning

Having a good business plan in place will not only help your charity to have a clear focus, it will also position you to attract new funders, volunteers, and supporters.

Thinking about and aligning your charitable activities, also gives you time to consider potential risks and opportunities.

A well thought out business plan is a vital part of building a robust and successful charity. 

Free Management Consultancy for charities

The resources below will help you get started with your charity's business plan. However, if you feel you would benefit from tailored business advice and guidance, our free management consultancy service could be for you.

Learn more about our free consultancy service for charities or contact us for more information. 


Essential questions to create a business plan - Cranfield Trust.pdf

Outline structure for three-year business plan - Cranfield Trust.pdf

Useful weblinks

What makes a good charity? - NPC’s step-by-step guide to charity analysis (September 2016)

Law Works - offer free legal services for non-profits.

Prince's Trust - free business planning tools, including business plan template. 

Case studies

 The Cranfield Trust brings a steadying hand to an overstretched charity working to alleviate violence.

 The Cranfield Trust inspires confidence and strategic vision to protect vital family services in Bath.

 Improved strategic planning and policy for Doncaster housing for young people.

Read more Cranfield Trust case studies.