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Business Planning Support

Helping social enterprise and third sector organisations unleash their impact with business planning and strategy support.

We offer comprehensive business planning support tailored specifically for social enterprises, community groups, and enterprising third sector organisations. Our experienced business advisers bring a wealth of sector-specific knowledge and industry expertise to help you navigate the unique challenges and opportunities you face.

Whether you’re a startup looking to create a solid foundation or an established organisation seeking to refine your strategy, our range of services will empower you to achieve your goals and maximise your social impact. From crafting a comprehensive business plan to developing a strategic roadmap, conducting options appraisals, and reviewing your operations, we’re here to support you every step of the way.

Here are the services we offer:

Business Planning

Our business planning service helps you create a clear, actionable roadmap for success. We work closely with you to understand your organisation’s unique vision, mission, and values, ensuring that your plan is tailored to your specific needs. Our advisers will guide you through market research, financial modelling, and competitor analysis, helping you develop effective strategies to reach your goals. We bring a deep understanding of the social enterprise and third sector landscape, providing valuable insights to help you balance your social and financial objectives. By the end of the process, you’ll have a comprehensive, well-informed plan that articulates your organisation’s vision and provides a clear path to achieving your objectives. Our support doesn’t end there – we offer ongoing services, workshops, and resources to help you implement your plan and adapt to new challenges and opportunities as they arise.

Strategic Planning

Our strategic planning services are designed to help you navigate the complexities of today’s business environment and develop a clear roadmap for long-term success. We take a collaborative, inclusive approach, working closely with you and your team to incorporate diverse perspectives and foster a sense of ownership and buy-in. Our advisers will guide you through a comprehensive process, starting with a thorough assessment of your current situation and moving on to defining your vision, setting objectives, and developing actionable strategies. We draw on our deep expertise across various industries and sectors to ensure that your plan is informed by best practices and tailored to your unique needs. With our guidance and support, you can develop a clear, effective strategic plan that will help you achieve your goals and maximise your impact.

Options Appraisal

Our options appraisal service is designed to help you evaluate the different courses of action available to your organisation and make informed, strategic decisions. We understand that every organisation is unique, which is why we take a flexible, tailored approach to meet your specific needs. Your dedicated business adviser will work closely with you to identify and analyse the various options, assessing their feasibility, risks, and benefits. We’ll help you evaluate the financial viability, social impact, and sustainability of each option, and develop a clear recommendations document for your board or management team. Throughout the process, we’ll provide expert guidance and support, equipping you with the knowledge and tools you need to make confident decisions that will drive your organisation forward. Whether you’re considering new opportunities or facing pivotal choices, our options appraisal service will give you the insights and support you need to maximise your impact.

Operational Review

Our operational review service is designed to help you assess and enhance your organisation’s internal processes, boosting performance and maximising impact. We take a tailored approach, working closely with you to understand your unique challenges, priorities, and goals. Our advisers will conduct a thorough analysis of your operations, gathering data and insights to identify areas for improvement. We’ll then develop practical recommendations and strategies to streamline processes, optimise resource allocation, and enhance your overall performance. Throughout the process, we’ll provide expert guidance and support, engaging key stakeholders and helping you navigate the challenges of organisational change. Whether you’re seeking to improve your financial management, service delivery, or marketing and communications, our operational review service will give you the insights and support you need to unlock the full potential of your organisation and achieve lasting impact.

Development Planning

Our development planning service helps you create a strategic roadmap for sustainable growth and impact. We take a collaborative, inclusive approach, working closely with you and your team to gather insights and perspectives from across your organisation. Our advisers will guide you through a comprehensive process, starting with an in-depth analysis of your current position and moving on to defining clear, measurable goals and objectives. We’ll help you identify the strategies, resources, and partnerships needed to achieve your aims, and develop a detailed action plan to guide your implementation. Throughout the process, we’ll draw on our extensive experience working with social enterprises and third sector organisations to provide valuable insights and guidance. With our support, you’ll have a clear, actionable plan to drive your organisation forward and achieve lasting impact in the communities you serve.

Let’s Take Your Enterprise or Organisation to the Next Level

Partner with CEIS today and let our experienced advisers help you build a resilient, impactful organisation that makes a lasting difference in your community. Contact us today to learn more about our services and speak with one of our advisers.