The purpose of this course is for you to create a financial plan for your social enterprise.
This will include tying your financial plan to your business model canvas, specifically to the related components such as key resources, cost structure and revenue streams.
The course will follow this outline:
- Revisiting the development plan for context
- Quick review of your progress
- Overview of the financial plan
- Detailed walk-through of each of the components
- Looking towards next steps
Please note: If you are completing any courses with a Coach or a Social Enterprise Developer for the Incubator, please email any documents you complete directly to your Coach or Developer - the downloaded documents can not be saved in the online course or your SEI account. Also, Coaches and Developers do not see your answers to the pre- and post-tests; these are for your information only.
You will leave this course knowing how to create a financial plan, and what each of the following components of the financial plan include:
- Breakeven calculations
- Annual forecast of revenue and expenses, perhaps for the first three years, but at least the first year
- Monthly forecast of cash flow, generally for the first year
- Capital financing requirements for your upfront capital expenses
- Critical success factors
By completing/passing this course, you will attain the certificate Course Completion Badge
Last Updated: February 15, 2019
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