Customizing your plan outline for a nonprofit organization

Updated on Feb 23, 2017

Join our nonprofit template beta test! We are testing a new plan outline for nonprofits; the template will include the nonprofit section edits listed in this article, as well as customized instructions. If you are interested in participating, click the Feedback button at the top of your LivePlan account, and let us know. The feedback we gather from our beta testers will help us develop an accurate nonprofit outline for other LivePlan users.


 LivePlan is a valuable tool for strategic planning, financial forecasting, and ongoing performance tracking for nonprofits. Good planning can affect your organization’s success in accomplishing its mission.

Although LivePlan’s standard business plan outline and financial statements can already be used for nonprofits, some people prefer to customize their section titles and headings to make them more nonprofit oriented (for example, by changing "Sales" to "Funding," etc.). In the table below, we’ve listed some outline edits to consider if you are writing a business plan for a nonprofit organization:

Standard LivePlan outlineRecommended edits for a nonprofit plan
Executive Summary
• Opportunity
   Problem
   Solution
   Market
   Competition
   Why Us?
• Expectations
   Forecast
   Financial Highlights by Year
   Financing Needed
Executive Summary
• Opportunity
   Problem
   Solution
   Who We Serve
   Comparison
   Why Us?
• Expectations
   Forecast
   Financial Highlights by Year
   Funding Needed
Opportunity
• Problem & Solution
   Problem Worth Solving
   Our Solution
• Target Market
   Market Size & Segments
• Competition
   Current Alternatives
   Our Advantages
Opportunity
• Problem & Solution
   Problem Worth Solving
   Our Solution
• Clients/Beneficiaries
   Demographics and Needs
• Competition
   Current Alternatives
   Our Difference
Execution
• Marketing & Sales
   Marketing Plan
   Sales Plan
• Operations
   Locations & Facilities
   Technology
   Equipment & Tools
• Milestones & Metrics
   Milestones Table
   Key Metrics
Execution
• Fundraising Plan
   Marketing Plan
   Fundraising Goals and Sources
• Operations
   Locations & Facilities
   Partners & Services
   Partners & Resources
• Milestones & Metrics
   Milestones Table
   Key Metrics
Company
• Overview
   Ownership & Structure
• Team
   Management Team
   Advisors
Company
 • Overview
   Organization Structure
• Team
   Administration & Staff
   Board of Directors & Volunteers
Financial Plan
• Forecast
   Key Assumptions
   Revenue by Month
   Expenses by Month
   Net Profit (or Loss) by Year
• Financing
   Use of Funds
   Sources of Funds
• Statements
   Projected Profit & Loss
   Projected Balance Sheet
   Projected Cash Flow
Financial Plan
• Forecast
   Key Assumptions
   Revenue by Month
   Expenses by Month
   Net Profit (or Loss) by Year
• Financing
   Program Needs
   Sources of Funds
• Statements
   Projected Surplus & Deficit
   Projected Balance Sheet
   Projected Cash Flow
Appendix
• Profit & Loss Statement
• Balance Sheet
• Cash Flow Statement
Appendix
• Surplus & Deficit Statement
• Balance Sheet
• Cash Flow Statement

Instructions for changing the organization of your plan are here. You can’t directly change the row headings in the LivePlan financial tables, but you can export the plan to a .doc file, and then edit the row headings in your word processor. We are exploring ways to make those headings adjustable in LivePlan, and we welcome your questions and suggestions.

Additional content for a nonprofit plan:

LivePlan also has a variety of additional items you can add to your plan outline. Below is a table of suggested title changes for a nonprofit organization:



Standard LivePlan additional contentRecommended edits for a nonprofit plan
Barriers to Entry
Gaps to Fill
Company HistoryOrganization History
Exit StrategyContingency
Expected Return
Sustainability
Future Markets
Future Clients
Intellectual PropertyPotential Partners
Key Customers
Key Clients
Key Planned Hires
Key Planned Hires & Recruits
Market Growth
Future Needs
Market TrendsTrends in Needs
Partners & ResourcesPartners & Resources
Pricing
Fees for Services
Regulatory RequirementsRegulatory Requirements
Risks & Mitigation
Risks & Mitigation
Roadmap
Roadmap
SWOT Analysis
SWOT Analysis
Validation of Problem
Problem Statistics
Validation of Solution
Solution Statistics
Chart: Cash Flow by Month
Chart: Cash Flow by Month
Chart: Cash Flow by Year
Chart: Cash Flow by Year
Chart: Expenses by Month
Chart: Expenses by Month
Chart: Financial Highlights by Year
Chart: Financial Highlights by Year
Chart: Net Profit (or Loss) by Year
Chart: Net Surplus (or Deficit) by Year
Chart: Revenue by Month
Chart: Revenue by Month
Table: Balance Sheet (With Monthly Detail)
Table: Balance Sheet (With Monthly Detail)
Table: Cash Flow Statement (With Monthly Detail)Table: Cash Flow Statement (With Monthly Detail)
Table: Personnel Table
Table: Personnel Table
Table: Profit and Loss Statement (With Monthly Detail
Table: Surplus or Deficit Statement (With Monthly Detail)
Table: Projected Balance Sheet
Table: Projected Balance Sheet
Table: Projected Cash Flow Statement
Table: Projected Cash Flow Statement
Table: Projected Profit & Loss
Table: Projected Surplus or Deficit