Business Planning & Analytics Archives - Foundation for Shared Impact https://www.shared-impact.com/category/knowledge-hub/business-planning-and-analytics/ We help the people who help people. Wed, 16 Apr 2025 01:57:17 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.shared-impact.com/wp-content/uploads/2020/07/cropped-favicon-32x32.png Business Planning & Analytics Archives - Foundation for Shared Impact https://www.shared-impact.com/category/knowledge-hub/business-planning-and-analytics/ 32 32 140733588 Business Plan Toolkit https://www.shared-impact.com/toolkits-resources/business-plan-toolkit/?utm_source=rss&utm_medium=rss&utm_campaign=business-plan-toolkit Tue, 17 Dec 2024 06:03:13 +0000 https://www.shared-impact.com/?p=19473 Read this document and learn more about business plan. The objective of this guide is to assist you in minimizing the risks that come with starting up your own business or social impact organization. These guidelines offer helpful tips and advice, but success requires diligence and vigor. As an entrepreneur, you have to be ready […]

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]]> Read this document and learn more about business plan. The objective of this guide is to assist you in minimizing the risks that come with starting up your own business or social impact organization. These guidelines offer helpful tips and advice, but success requires diligence and vigor. As an entrepreneur, you have to be ready to wear a lot of hats, all simultaneously. Starting a new business takes a lot of perseverance and determination, which might feel like a daunting task at the beginning. This toolkit aims to minimize the risk of your new business failing and provide you with a foundation to expand upon.

Our heartfelt thank you to Robin Wong, Monita Cheang, William Skannerup, Nicolas Mayor, Lamia Sreya Rahman, and Jarl SmidtOlsen for helping us enhance the Business Plan Toolkit!

Business Plan ToolkitDownload

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]]> 19473 Financial Reports Template for Small Businesses https://www.shared-impact.com/toolkits-resources/financial-reports-template-for-small-businesses/?utm_source=rss&utm_medium=rss&utm_campaign=financial-reports-template-for-small-businesses Fri, 01 Nov 2024 09:18:54 +0000 https://www.shared-impact.com/?p=18252 Draft the essential financial reports (income statement, balance sheet, statement of cash flows) for your business with this customizable template.

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Introduction

Welcome to our Financial Reports template. Compulsory financial statements are reports that businesses are required to submit to regulatory authorities by law. These documents should provide transparency into the financial performance of the business. Bookkeeping software like Xero or Quickbooks generates various financial statements based on accounting entries, but if you are drafting up your own reports, these templates will give you a great base to start from!

Financial Reports Template (empty)

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Guide to using the Financial Reports Template

  1. Income statement (also known as  Profit and Loss statement):This is a quarterly or yearly report that will be readily available to the public. Should clearly outline the inflow of new assets as well as the outflow incurred to produce revenue. It is recommended that you start with your revenue. Expenses and costs are then deducted closely followed by taxes. This leads to the calculation of your profit.
  2. Balance sheet: Instead of showing your funds over a given period, the balance sheet shows your assets (what you own) and liabilities (what you owe) and the difference between them at the moment you produce the balance sheet. The difference between the assets and liabilities reveals the book value of the stakeholders’ stake in the company. Assets must be listed from most to least liquid (what can be made into money/ sold fastest). Liabilities are listed in order of immediacy.
  3. Statement of cash flows: this statement reveals where the funding comes from and what it is used for (e.g. operations or investments). A statement of cash flow should show the ability of your company or organization to pay bills while funding future growth.

For your additional reference, further information about financial statements with examples can be found here.

Relevant Templates

FSI has prepared for you the essential templates that facilitate your bookkeeping. Click the links below to check them out!

Bookkeeping Template for Small Businesses
Payslip Template
Invoice Template
Receipt Template
Guide to Annual Audit & Profits Tax

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]]> 18252 How to Write an Awesome Nonprofit Mission Statement https://www.shared-impact.com/knowledge-hub/how-to-write-an-awesome-nonprofit-mission-statement/?utm_source=rss&utm_medium=rss&utm_campaign=how-to-write-an-awesome-nonprofit-mission-statement Tue, 09 Jan 2024 05:48:39 +0000 https://www.shared-impact.com/?p=14277 Read this resource from Donorbox Blog and learn the way to write an awesome nonprofit mission statement.

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]]> Read this resource from Donorbox Blog and learn the way to write an awesome nonprofit mission statement. It is important for nonprofit to have a mission statement as it provide a path to their development.

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]]> 14277 Email Analytics [Research]: 8 Email Marketing Metrics You Should Track https://www.shared-impact.com/knowledge-hub/email-analytics-research-8-email-marketing-metrics-you-should-track/?utm_source=rss&utm_medium=rss&utm_campaign=email-analytics-research-8-email-marketing-metrics-you-should-track Tue, 09 Jan 2024 02:58:36 +0000 https://www.shared-impact.com/?p=14272 Take a look at this resource from HubSpot and learn more about email analytics.

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]]> Take a look at this resource from HubSpot and learn more about email analytics.

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]]> 14272 ESG Toolkit for NGOs https://www.shared-impact.com/knowledge-hub/esg-toolkit-for-ngos/?utm_source=rss&utm_medium=rss&utm_campaign=esg-toolkit-for-ngos Wed, 03 Jan 2024 04:50:48 +0000 https://www.shared-impact.com/?p=14057 ESG means environmental, social and governance. It is common for NGOs to apply this tool. Read this article by PwC and learn more about it.

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]]> ESG means Environmental, Social, and Governance. This term is applied globally and can be found in different corporate. It is also common for NGOs to applied ESG in their vision and their work. Read this article from PwC and learn more about ESG and the ways to apply it in your NGOs in order to create a sustainable society.

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]]> 14057 Theory of Change Template https://www.shared-impact.com/toolkits-resources/theory-of-change-template/?utm_source=rss&utm_medium=rss&utm_campaign=theory-of-change-template Sat, 09 Sep 2023 11:20:50 +0000 https://www.shared-impact.com/?p=13240 Downloadable Theory of Change template to map out how your organisation contributes to the long-term change you want to achieve.

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Theory of Change Template

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]]> 13240 SWOT Analysis Template https://www.shared-impact.com/toolkits-resources/swot-analysis-template/?utm_source=rss&utm_medium=rss&utm_campaign=swot-analysis-template Sat, 09 Sep 2023 11:18:11 +0000 https://www.shared-impact.com/?p=13238 Downloadable SWOT analysis template to analyze your strength, weakness, opportunity, and threat.

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SWOT Analysis Template

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]]> 13238 Business Canvas Template https://www.shared-impact.com/toolkits-resources/business-canvas-template/?utm_source=rss&utm_medium=rss&utm_campaign=business-canvas-template Sat, 09 Sep 2023 11:14:34 +0000 https://www.shared-impact.com/?p=13228 Downloadable business canvas template to lay out the building blocks of your organisation or business.

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Business Canvas Template

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]]> 13228 Build a Strategic Plan for Your Nonprofit (with template) https://www.shared-impact.com/knowledge-hub/build-a-strategic-plan-for-your-nonprofit/?utm_source=rss&utm_medium=rss&utm_campaign=build-a-strategic-plan-for-your-nonprofit Mon, 07 Aug 2023 04:42:12 +0000 https://www.shared-impact.com/?p=11712 Read this resource written by Asana if you would like to know more about how to build a strategic plan for your nonprofit.

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]]> Every organization needs a strategic plan—even if you’re a nonprofit. A strategic plan helps you define who you are, what you want to achieve, and how you’ll get there.

Before you build your strategic plan, you’ll need to assess your organization’s current situation, so that you can develop your strategy and then your strategic plan.

But how do you build a strategic plan? Who should you involve in the process? What are SMART goals and KPIs? Do you need to include your vision and mission statements? Read this resource written by Asana to learn how to build a strategic plan for your social impact organization.

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]]> 11712 Useful Tools for Nonprofit Strategic Planning https://www.shared-impact.com/knowledge-hub/strategy-and-collaboration/strategic-planning/useful-tools-for-nonprofit-strategic-planning/?utm_source=rss&utm_medium=rss&utm_campaign=useful-tools-for-nonprofit-strategic-planning Mon, 07 Aug 2023 03:32:10 +0000 https://www.shared-impact.com/?p=11702 Read this resource written by the Bridgespan Group to learn more about the useful tools for nonprofit strategic planning.

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]]> From benchmarking, funding model, intended impact, landscape analysis, learning agenda, operating model, performance dashboard, program strategy map to theory of change, this resource by the Bridgespan Group covers the definitions and applications for tools typically used during the nonprofit strategic planning process.

On track to kick-start your strategic planning process? Read our article to find out how you can build a strategic plan for your social impact organization!

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