Nonprofits can benefit from LivePlan's tools for strategic planning, financial forecasting, and performance tracking. These tools ultimately assist in achieving their mission by allowing them to evaluate their financial health and capacity easily.
Try our nonprofit plan outline
We can install a plan outline designed specifically for nonprofits in your LivePlan account. This template recharacterizes many sections of the standard plan outline for nonprofit planning and includes customized instructions. Click here to learn more about the nonprofit plan outline.
If you'd like a copy of the free nonprofit outline, please
Doing your own customizations
If you'd prefer to customize your plan outline to your needs manually, you can always do that instead. You can re-name existing topics, add new ones, or remove them from the outline. Please feel free to if you have any questions on specific changes.
More resources for nonprofits
- Our team has written a number of articles about nonprofit planning on our resource website, Bplans.
- Remember, you can also access several sample business plans for nonprofits in the LivePlan sample plan library. These are great sources of inspiration.
Differences between the standard and nonprofit LivePlan outlines
We're currently beta-testing a nonprofit business plan outline. If you're planning for a nonprofit and would like to be part of this test, please contact us and we'll be glad to install the outline in your LivePlan account.
If you'd prefer to customize the standard outline for a nonprofit, below are the changes to section titles we recommend:
| Standard LivePlan outline | Recommended 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 |
| Standard LivePlan additional content | Recommended edits for a nonprofit plan |
|---|---|
| Barriers to Entry | Gaps to Fill |
| Company History | Organization History |
| Exit Strategy | Contingency |
| Expected Return | Sustainability |
| Future Markets | Future Clients |
| Intellectual Property | Potential Partners |
| Key Customers | Key Clients |
| Key Planned Hires | Key Planned Hires & Recruits |
| Market Growth | Future Needs |
| Market Trends | Trends in Needs |
| Partners & Resources | Partners & Resources |
| Pricing | Fees for Services |
| Regulatory Requirements | Regulatory 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 |