Community Services Programme Strand 1 & 3 Business Planning
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Transcript of Community Services Programme Strand 1 & 3 Business Planning
Community Services Programme
Strand 1 & 3 Business Planning
Re-contracting 2015-2017
April 2014
2Welcome & Introductions
3 Agenda
• Overview of CSP
• Business Plan Template 2015-17
• Small Group Discussion
• Lunch at 1pm!
• 1 to 1s (as required)
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The Community Services Programme (CSP) exists to:
• Benefit the Community and alleviate disadvantage• Deliver services that meet community needs• Support community businesses that trade in a financially
sustainable manner, based upon a Social Enterprise model• Support community businesses where they have an
overriding social purpose, setting out to benefit people or the community
Context
5Context continued…
• Promote employment for those target groups most distant from the labour market (70% CSP employees)
• Re-contracting - Not about applying for additional money and equally it is not about blanket cuts
• Public funds – directed where needed and providing value for money
6Context continued…
Business Plan (BP) - Benefits for the organisation
• Periodic planning is essential for the continuing success of the service/enterprise
• BP provides a structure for groups to take time out to consider their service/enterprise, and how it can be improved to maximise social benefits
• BP also enables groups to examine the business dimension, in order to ensure the financial security of the project
• BP is an opportunity to address any financial or other shortcomings & to incorporate any lessons learned
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Why a full business plan?
• Department requirements assessment for funding to be based on BP. New 3 year contract period = New BP
• CSP supports community businesses and a BP would be an expectation for any well managed business
• It gives us a rounded picture on which to base the decision to award continued public funding
• Times have moved on since the last BP, different operating environment – new BP required
Context continued…
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Lessons from previous BP processes
• Lack of planning and forethought in Business Plan • Lack of detailed needs analysis • Lack of evidence of generating an income • Lack of follow up on audit recommendations and BPA
recommendations• Weaknesses at Board level, and lack of detailed oversight• Weaknesses in staff management processes
Context continued…
9Completing the Business Plan
Please open the Business Plan (BP) Template and Guidelines
• Section 1 – Executive Summary: complete at the end
• Summarise in a clear, concise way each section in the BP
10Completing the Business Plan
• Section 2 – Organisation Details
This is to update us on your organisation since your last business plan in 2010
11Completing the Business Plan• Section 3 – Your Social Enterprise
∙ Vision & Objectives ∙ Actions, outputs and targets∙ Profile of beneficiaries ∙ Action Plan 2015-2017∙ Outcomes
12Completing the Business Plan• Section 4 – Needs Analysis
∙ Explain the need for the service based on analysis/assessments carried out
∙ Analysis of Need - When, how and methods used.
∙ What Gaps are being filled?∙ Provide evidence of need!
13Completing the Business Plan• Section 5 – Sustainability
∙ SWOT Analysis ∙ External Factors ∙ Risks∙ Growth areas
14Completing the Business Plan• Section 6 – Demonstration of Value for Money
∙ Added Value ∙ Quality of services∙ Income Generation∙ Cost saving measures∙ Targeting those most in need
15Completing the Business Plan• Section 7 – Financial Information
∙ Income and Expenditure ∙ Reserves Policy ∙ Cashflow∙ Income Generation
16Application Procedure
Invitation to Pobal workshop April 2014
Service Providers take account of previous feedback from Pobal on the delivery of services/facilities
Seek advice from your assigned Regional Development Co-
ordinator
Submit the Business Plan to Pobal no later than
7th May 2014
Decision on your Business Plan will be communicated to you no
later than 30th November 2014
17Additional Support
• Contact your designated Regional Development Co-ordinator
• An Enquiry Mailbox service - [email protected]• FAQ posted on website• Guidance notes on website
18Assessment Criteria
• Past performance and future plans taken into consideration
• Capacity of Organisation• Strategic Fit• Demonstration of Need• Sustainability • Value for Money
19Deadline Date Reminder
Submission of Business Plan template to [email protected] by 5.00 pm on 7th May 2014
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QUESTIONS & ANSWERS
21Group Discussion Questions
1. Discuss how your company can find out need for your service. (Needs Analysis)
2. Discuss how your company can increase traded income and reduce expenditure? (Income Generation)
22Question 1 - past experience of Pobal
Needs Assessment
• Surveys and Questionnaires to existing users/clients • Linking with relevant groups/organisations (HSE
Department of Social Protection, CIC etc...)• Pobal Maps (establishing areas & categories of need)• Other published reports
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Ways to increase income• Increase charges• Increase customer base• Extend service• Provide new service/productWays to decrease expenditure• Review service providers• Group deals/rates (networking) • Energy Efficiency• Negotiate charges
Question 2 – past experience of Pobal
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• Reporting twice a year (end Jun/end Dec)• From June 2014 – online (login to portal)• Single form/template combining
– Payroll– Expenditure– Worker Profile – some new fields here– Outputs – dep. on type of service (services
offered, user numbers, etc.)– Progress – v. short
• Training / video tutorials / helpdesk will be provided
New Monitoring System for CSP
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Thank you all for your attendance!