Community Services Programme Strand 1 & 3 Business Planning Re-contracting 2015-2017 April 2014 Welcome & Introductions 1 Agenda • Overview of CSP • Business Plan Template 2015-17 • Small Group Discussion • Lunch at 1pm! • 1 to 1s (as required) 2 Context 3 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 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 4 Context continued… 5 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 Context continued… 6 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… 7 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 Completing 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 8 Completing the Business Plan • Section 2 – Organisation Details This is to update us on your organisation since your last business plan in 2010 9 Completing the Business Plan • Section 3 – Your Social Enterprise ∙ ∙ ∙ ∙ ∙ Vision & Objectives Actions, outputs and targets Profile of beneficiaries Action Plan 2015-2017 Outcomes 10 Completing 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! 11 Completing the Business Plan • Section 5 – Sustainability ∙ ∙ ∙ ∙ SWOT Analysis External Factors Risks Growth areas 12 Completing 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 13 Completing the Business Plan • Section 7 – Financial Information ∙ ∙ ∙ ∙ Income and Expenditure Reserves Policy Cashflow Income Generation 14 Application 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 Coordinator 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 15 Additional Support • Contact your designated Regional Development Co-ordinator • An Enquiry Mailbox service - CSP@pobal.ie • FAQ posted on website • Guidance notes on website 16 Assessment Criteria • Past performance and future plans taken into consideration • Capacity of Organisation • Strategic Fit • Demonstration of Need • Sustainability • Value for Money 17 Deadline Date Reminder Submission of Business Plan template to CSP@pobal.ie by 5.00 pm on 7th May 2014 18 19 QUESTIONS & ANSWERS Group 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) 20 Question 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 21 Question 2 – past experience of Pobal Ways to increase income • Increase charges • Increase customer base • Extend service • Provide new service/product Ways to decrease expenditure • Review service providers • Group deals/rates (networking) • Energy Efficiency • Negotiate charges 22 New Monitoring System for CSP • 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 23 24 Thank you all for your attendance!