Create an Enterprise Plan

Hanga He Whakamahere Kamupene

a brochure with a cactus in a pot

A good social enterprise business plan shows how you will be both impact-driven and financially viable—convincing funders, investors, and stakeholders of your credibility and capacity to deliver meaningful change.

Define Your Purpose and Impact

  • What issue or opportunity are you addressing?

  • Who benefits from your work?

  • What is your mission and vision?

  • What social or environmental outcomes do you aim to achieve?

  • How will you measure success?

Describe Your Product or Service

  • What are you offering?

  • How does it serve both your customers and your mission?

  • What makes your offering unique or needed?


Understand Your Community and Market

  • Who are your customers, users, or supporters?

  • Who are your competitors or collaborators?

  • What does your target community want or need?

  • How will you reach and engage them?

Map Your Business Model

  • How will you generate income?

  • What is your pricing strategy?

  • Will you rely on grants, sales, contracts, or donations?

  • What resources (people, skills, networks) do you need?


Plan Your Operations

  • What are your key activities and daily operations?

  • What systems and tools will you use?

  • Where will you operate from?

  • What legal or governance structure will support your mahi?

Build Your Team

  • Who is involved and what roles do they play?

  • What values, skills, or lived experience does your team bring?

  • Will you involve volunteers, community champions, or mentors?


Forecast Your Finances

  • What are your start-up and ongoing costs?

  • What income do you expect and when?

  • How will you manage cash flow and budgeting?

  • What funding or investment will you need?

Track Progress and Tell Your Story

  • What outcomes will you track?

  • How will you report impact to funders, partners, and community?

  • How will you learn and adapt over time?