NONPROFIT STARTUP BUSINESS PLANNING CHECKLIST TEMPLATE
NONPROFIT STARTUP BUSINESS PLANNING
CHECKLIST TEMPLATE
CHECKBOX
TASK
Research market to evaluate competitors
and find gaps in service offerings
Determine resources needed to get
organization and programs up and running
Research the process for registering and
establishing a nonprofit in your specific
state
Conduct SWOT analysis to analyze the
internal and external environment
Assess and evaluate risks
Clearly define your organizations mission
Establish the short- and long-term
objectives of your organization
Establish and differentiate your target
market (e.g. donors, volunteers, partners)
Develop a marketing and promotions plan
for each of the defined target audience
segments
Develop a plan for fundraising
Develop a plan for diversified revenue
sources
Create a timeline and define the
milestones
Define roles and responsibilities
Identify performance success metrics to
track
Establish the frequency and scheduling of
meetings
Create a board portal to store all
documents related to duties, expectations,
and responsibilities
Other
Other
ASSIGNED TO
DUE DATE
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