Differences between the standard and nonprofit LivePlan outlines Follow

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
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