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  • Home
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  • About
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  • AMLCFT Audit
  • Business Planning
  • Advice compliance
  • Risk Management

Plans for non-profit organisations

Planning is just as important for a non-profit group or club as it is for business. Your aims may be to secure sponsorship, raise awareness or to grow membership. Having a well thought out plan on how you will go about this is going to go a long way towards making these goals achievable. 

Therefore business planning, and planning for non-profits, community groups or clubs share many similarities. The main differences in a non-profit plan are likely tied to funding and awareness. You may need to account for:


  • Fundraising sources and activities.
  • Alliances and partnerships.
  • Promotion and outreach strategies
  • Membership acquisition and retention


It is difficult to serve your community if your organisation isn't financially stable.You need to set goals, track performance, and demonstrate that you have the right team and strategy to run a sustainable and fiscally healthy organisation. 


If you can demonstrate that you are a well organised organisation with a clear direction then you are better positioned to attract donations or to convince potential sponsors or partners to align themselves with you.

An effective planning strategy creates an opportunity to examine the heart of your mission, the financing you’ll need to bring that mission to fruition, and the plan to sustain your operations into the future.


Within a non-profit you may also be responsible for meeting regularly with a board of directors or trustees. Reporting on finances and performance to objectives is a critical part of that meeting. As part of your regular financial review with the board, you can compare your actual results to the financial forecast in your organisation's "business" plan. Are you meeting fundraising goals and keeping spending on track? Is the financial position of the organisation where you wanted it to be?

Plan for clubs, community groups and not for profit organisations

$550 plus GST

Discounted rate and tailored plan for New Zealand based clubs, community groups and not for profit organisations. Includes up to 4 hours of development and implementation consultation.

Enquire about a plan for your club or organisation
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