enp social enterprise workshops

79
The following slide presentation is from the Spring The following slide presentation is from the Spring 2011 series of “ 2011 series of “ Introduction to Social Enterprise Introduction to Social Enterprise workshops by Enterprising Non-Profits ( workshops by Enterprising Non-Profits ( enp enp ). ). Enp Enp offers these workshops throughout British Columbia offers these workshops throughout British Columbia (Canada) every spring and fall. (Canada) every spring and fall. The workshop presentation defines social The workshop presentation defines social enterprise, provides examples of social enterprises enterprise, provides examples of social enterprises in British Columbia, describes the business in British Columbia, describes the business development path, and explains development path, and explains enp’ enp’ s granting s granting program and grant application process. program and grant application process. For more information on For more information on enp enp , go to , go to www.enterprisingnonprofits.ca Or e-mail: Or e-mail: [email protected]

Upload: enterprising-non-profits

Post on 18-Nov-2014

2.205 views

Category:

Business


0 download

DESCRIPTION

The following slide presentation is from the Spring 2011 series of “Introduction to Social Enterprise” workshops by Enterprising Non-Profits (enp). Enp offers these workshops throughout British Columbia (Canada) every spring and fall. The workshop presentation defines social enterprise, provides examples of social enterprises in British Columbia, describes the business development path, and explains enp’s granting program and grant application process. For more information on enp, go to www.enterprisingnonprofits.ca

TRANSCRIPT

Page 1: enp Social Enterprise Workshops

The following slide presentation is from the Spring 2011 series The following slide presentation is from the Spring 2011 series of “of “Introduction to Social EnterpriseIntroduction to Social Enterprise” workshops by ” workshops by

Enterprising Non-Profits (Enterprising Non-Profits (enpenp). ). EnpEnp offers these workshops offers these workshops throughout British Columbia (Canada) every spring and fall.throughout British Columbia (Canada) every spring and fall.

The workshop presentation defines social enterprise, provides The workshop presentation defines social enterprise, provides examples of social enterprises in British Columbia, describes examples of social enterprises in British Columbia, describes the business development path, and explains the business development path, and explains enp’enp’s granting s granting

program and grant application process.program and grant application process.

For more information on For more information on enpenp, go to , go to www.enterprisingnonprofits.ca

Or e-mail: Or e-mail: [email protected]

Page 2: enp Social Enterprise Workshops

Orientation WorkshopOrientation Workshop

Spring 2011Spring 2011Session 12.2Session 12.2

Page 3: enp Social Enterprise Workshops

The enp program is supported by the The enp program is supported by the following organizations:following organizations:

Page 4: enp Social Enterprise Workshops

Orientation Session ObjectivesOrientation Session Objectives

• Enhance our knowledge of social enterpriseEnhance our knowledge of social enterprise

• Definitions and Common LanguageDefinitions and Common Language

• Development PathDevelopment Path

•Access Access enpenp resources, supports and grants resources, supports and grants

Page 5: enp Social Enterprise Workshops

AgendaAgenda

• What and Why of Social EnterpriseWhat and Why of Social Enterprise

• Measuring SuccessMeasuring Success

• Social Enterprise Development PathSocial Enterprise Development Path

• EnpEnp Resources & Funding Resources & Funding

Page 6: enp Social Enterprise Workshops

Healthy Communities Have Healthy Communities Have Multiple “Capitals”Multiple “Capitals”

Economic Diversity &

Revitalization Social Capital

Employment Opportunities

Environmental Capital

Cultural Capital

Economic Capital

Page 7: enp Social Enterprise Workshops

Social Enterprise is Social Enterprise is another tool to help build another tool to help build

strong non-profits and strong non-profits and healthy communitieshealthy communities

Page 8: enp Social Enterprise Workshops

What is Social Enterprise?What is Social Enterprise?

A business operated by a non-profit… A business operated by a non-profit…

that is:that is:• directly involved in the production and/or selling of directly involved in the production and/or selling of

goods and services to customersgoods and services to customers

For the dual purpose ofFor the dual purpose of • generating income from sales generating income from sales andand • achieving social, cultural or environmental aimsachieving social, cultural or environmental aims

Page 9: enp Social Enterprise Workshops

Social Enterprise Seeks Social Enterprise Seeks a Blended Return on a Blended Return on

InvestmentInvestment

Financial Return on

Investment

Social Return on Investment

Blended Value Return on

Investment

Return on Investment

Page 10: enp Social Enterprise Workshops
Page 11: enp Social Enterprise Workshops

For Profit / Private OwnershipFor Profit / Private Ownership

Blended Blended Return on Return on InvestmentInvestment

Business Model ContinuumBusiness Model Continuum

DonationsDonations Corporate Corporate

Social Social ResponsibilityResponsibility

Social Social EnterpriseEnterprise

Strictly Strictly Seeks Seeks ProfitProfit

Socially Socially Responsible Responsible

BusinessBusiness

Fee for Fee for ServicesServices

Not-for-Profit OwnershipNot-for-Profit Ownership

Page 12: enp Social Enterprise Workshops

Non-Profit ContinuumNon-Profit Continuum

-------- Social Enterprise Models ---------------- Social Enterprise Models ---------- Traditional Models ---- Traditional Models --

ProgramProgramCharityCharity

SUBSIDIZEDSUBSIDIZED

Supported Supported in part with in part with other fundsother funds

SELF-SELF-SUSTAININSUSTAININ

GGSupports Supports

itself from itself from sales incomesales income

PROFITABLEPROFITABLE

Income Income exceeds exceeds

expensesexpenses

Fee for Fee for ServiceService

Page 13: enp Social Enterprise Workshops

Why a Non-Profit Starts a Social Enterprise

• Fill a community need in the Fill a community need in the marketmarket

• Advance their Advance their missionmission

• OrganizationOrganization’’s s financial sustainabilityfinancial sustainability

Page 14: enp Social Enterprise Workshops

Local Market NeedLocal Market Need

Haida Gwaii Culinary Co-opHaida Gwaii Culinary Co-op

Vancouver Farmers’ MarketVancouver Farmers’ Market

Health & Home Care Society of BCHealth & Home Care Society of BC

Skeena BakerySkeena Bakery

Page 15: enp Social Enterprise Workshops

Employment and TrainingEmployment and Training

Potluck Café and CateringPotluck Café and Catering in Vancouver in Vancouver

Cleaning SolutionCleaning Solution in Vancouver in Vancouver

The Right StuffThe Right Stuff in Trail in Trail

Prince George Prison Canteen ServicePrince George Prison Canteen Service

Page 16: enp Social Enterprise Workshops

MissionMission

Life Cycles Life Cycles – environmental issues– environmental issues

FiddleworksFiddleworks -- Music Program on Salt Spring Island -- Music Program on Salt Spring Island

Fire Hall TheatreFire Hall Theatre

Valemount Curling ClubValemount Curling Club

Page 17: enp Social Enterprise Workshops

Financial SustainabilityFinancial Sustainability

RestoreRestore: : Habitat for Humanity Habitat for Humanity in Vancouver and Nanaimoin Vancouver and Nanaimo

Atira Property ManagementAtira Property Management in Vancouver in Vancouver

Penny Lane Retail Store Penny Lane Retail Store in Summerlandin Summerland

Prince George Friendship CentrePrince George Friendship Centre

Page 18: enp Social Enterprise Workshops

Reality Check!!!Reality Check!!!

A social enterprise won’t …A social enterprise won’t …

• Solve Organizational Dysfunctional Solve Organizational Dysfunctional BehaviourBehaviour • Raise Money QuicklyRaise Money Quickly

Page 19: enp Social Enterprise Workshops

Performance Performance Assessment ProcessAssessment Process

• ObjectivesObjectives

• StrategyStrategy

• Systems to AssessSystems to Assess

• ReportingReporting

Page 20: enp Social Enterprise Workshops

What to Measure in a Blended What to Measure in a Blended Value Social EnterpriseValue Social Enterprise

• BusinessBusiness

• MissionMission

• OrganizationalOrganizational

www.demonstratingvalue.orgwww.demonstratingvalue.org

Page 21: enp Social Enterprise Workshops

Business LevelBusiness Level

• • Financial performance of the enterpriseFinancial performance of the enterprise• • What inputs are needed to derive what What inputs are needed to derive what social benefits?social benefits?• • What costs are associated with the social What costs are associated with the social mission?mission?• • What are pure business costs?What are pure business costs?

Page 22: enp Social Enterprise Workshops
Page 23: enp Social Enterprise Workshops

Organizational LevelOrganizational Level

What impact does the SE have on parent What impact does the SE have on parent organization’s capacity and sustainability? organization’s capacity and sustainability?

• Skills and StaffSkills and Staff• CommunicationsCommunications• Systems and ProcessesSystems and Processes• Management Capacity (board / staff)Management Capacity (board / staff)

Page 24: enp Social Enterprise Workshops

Performance Assessment Compares Performance Assessment Compares Progress Towards GoalsProgress Towards Goals

Tells your storyTells your story Communicates the value createdCommunicates the value created Creates a platform to engage stakeholdersCreates a platform to engage stakeholders A tool for business managementA tool for business management

Page 25: enp Social Enterprise Workshops

Organizational Organizational ReadinessReadiness

Opportunity Opportunity IdentificationIdentification

Feasibility Feasibility StudyStudy

Business Business PlanPlan

Launch Launch PreparationPreparation

Start-upStart-up

EvaluationEvaluation

Building a Social EnterpriseBuilding a Social Enterprise

The Development PathThe Development Path

Is the non-profit ready?Is the non-profit ready?

What could we do?What could we do?

Will it work?Will it work?

How will it work?How will it work?

FinancingFinancingSpaceSpaceStaffStaff

MarketingMarketingEtc.Etc.

Open the doorsOpen the doors

Demonstrating Value Demonstrating Value BusinessBusinessMissionMission

OrganizationOrganization

What next?What next?

StrengtheningStrengthening

Page 26: enp Social Enterprise Workshops

Social Enterprise Social Enterprise Development PathDevelopment Path

Organizational Organizational ReadinessReadiness

Opportunity Opportunity IdentificationIdentification

Feasibility Feasibility StudyStudy

Business Business PlanPlan

Launch Launch PreparationPreparation

Start-upStart-up

EvaluationEvaluation

StrengtheningStrengthening

Page 27: enp Social Enterprise Workshops

Are We Ready?Are We Ready?

Organizational ReadinessOrganizational Readiness

• Clear and Shared MissionClear and Shared Mission• Strategic Planning & EvaluationStrategic Planning & Evaluation• Financial Systems Financial Systems • PersonnelPersonnel• Learning OrganizationLearning Organization

Page 28: enp Social Enterprise Workshops

Social Enterprise ReadinessSocial Enterprise Readiness

• Understand the ConceptUnderstand the Concept• Stakeholder Buy-inStakeholder Buy-in• Resources Available and CommittedResources Available and Committed

Are We Ready?Are We Ready?

Page 29: enp Social Enterprise Workshops

Business ReadinessBusiness Readiness

• Business ExperienceBusiness Experience• Staff ChampionStaff Champion• Financial & Informational SystemsFinancial & Informational Systems• Capital Plan for LaunchCapital Plan for Launch• Human and other ResourcesHuman and other Resources

Are We Ready?Are We Ready?

Page 30: enp Social Enterprise Workshops

Organizational Cultural ShiftOrganizational Cultural Shift

Risk AnalysisRisk AnalysisBecoming an “entrepreneurial” organizationBecoming an “entrepreneurial” organization

• Profit vs. GrantsProfit vs. Grants• Programs vs. Sales GoalsPrograms vs. Sales Goals• Customers and ProductsCustomers and Products

Assessing blend of business, mission, organizationAssessing blend of business, mission, organization

Dueling or Dual PurposesDueling or Dual Purposes

Page 31: enp Social Enterprise Workshops

Group Exercise Group Exercise

Self Assessment QuestionnaireSelf Assessment Questionnaire

Page 39 of the Page 39 of the

Canadian Social Enterprise Guide Canadian Social Enterprise Guide

(This is an exercise participants do in the workshop. A free PDF copy (This is an exercise participants do in the workshop. A free PDF copy of the Canadian Social Enterprise Guide can be found at of the Canadian Social Enterprise Guide can be found at

http://www.enterprisingnonprofits.ca/projects/the_guide)http://www.enterprisingnonprofits.ca/projects/the_guide)

Page 32: enp Social Enterprise Workshops

Social Enterprise Social Enterprise Development PathDevelopment Path

Organizational Organizational ReadinessReadiness

Opportunity Opportunity IdentificationIdentification

Feasibility Feasibility StudyStudy

Business Business PlanPlan

Launch Launch PreparationPreparation

Start-upStart-up

EvaluationEvaluation

StrengtheningStrengthening

Page 33: enp Social Enterprise Workshops

Business Idea and Concept Business Idea and Concept

• Who are we?Who are we?

• What do we do well?What do we do well?

• Is there a market opportunity that matches?Is there a market opportunity that matches?

Page 34: enp Social Enterprise Workshops

Testing Enterprise IdeasTesting Enterprise Ideas

• Is the Business Concept Viable?Is the Business Concept Viable?

• What is the Potential Mission Impact for What is the Potential Mission Impact for the Enterprise?the Enterprise?

• What is the Contribution to the What is the Contribution to the Organization?Organization?

Page 35: enp Social Enterprise Workshops

Strength

of Idea

High Impact

Low Impact

Fit with Organization

Difficult to Implement

Easy to Implement

STOP

Maybe GO

Maybe

Simple Decision MatrixSimple Decision Matrix

Page 36: enp Social Enterprise Workshops

Group ExerciseGroup Exercise

Initial Examination and Initial Examination and Scoring of Business IdeasScoring of Business Ideas

Page 53 in the Page 53 in the

Canadian Social Enterprise Guide Canadian Social Enterprise Guide

(This is an exercise participants do in the workshop. A free PDF copy of the (This is an exercise participants do in the workshop. A free PDF copy of the Canadian Social Enterprise Guide can be found at Canadian Social Enterprise Guide can be found at

http://www.enterprisingnonprofits.ca/projects/the_guide)http://www.enterprisingnonprofits.ca/projects/the_guide)

Page 37: enp Social Enterprise Workshops

Social Enterprise Social Enterprise Development PathDevelopment Path

Organizational Organizational ReadinessReadiness

Opportunity Opportunity IdentificationIdentification

Feasibility Feasibility StudyStudy

Business Business PlanPlan

Launch Launch PreparationPreparation

Start-upStart-up

EvaluationEvaluation

StrengtheninStrengthening

Page 38: enp Social Enterprise Workshops

Determines the Potential of the Business IdeaDetermines the Potential of the Business Idea• Is it a Viable Business Concept? Is it a Viable Business Concept?

• Will it Meet Defined Mission Objectives? Will it Meet Defined Mission Objectives?

• Will it Contribute to the Organization’s Will it Contribute to the Organization’s Goals and Sustainability?Goals and Sustainability?

The Feasibility StudyThe Feasibility Study

Page 39: enp Social Enterprise Workshops

Market Opportunity:Market Opportunity:Competition and CustomersCompetition and Customers

• What is your product?What is your product?

• Who else provides it?Who else provides it?

• Will customers actually purchase Will customers actually purchase youryour product? product?

• How many times and at what price?How many times and at what price?

Page 40: enp Social Enterprise Workshops

Operational Capabilities Operational Capabilities

• Can you make it happen?Can you make it happen?

• Current Capacity and What’s Needed?Current Capacity and What’s Needed?

• PeoplePeople

• InfrastructureInfrastructure

• SystemsSystems

Page 41: enp Social Enterprise Workshops

Financial PotentialFinancial Potential

• What do the What do the “numbers” “numbers” say?say?Cash FlowCash Flow

Income & ExpensesIncome & ExpensesSocial CostsSocial Costs

Capital ExpensesCapital ExpensesStart Up and Launch Operating CostsStart Up and Launch Operating Costs

• Can you achieve financial sustainability or Can you achieve financial sustainability or profitability goals?profitability goals?

Page 42: enp Social Enterprise Workshops

Business Model ContinuumBusiness Model Continuum

Feasibility Analysis Examines Business Model Options: Feasibility Analysis Examines Business Model Options: Start-up Model and Ultimate Goal Start-up Model and Ultimate Goal

-------- Social Enterprise Models ---------------- Social Enterprise Models ---------- Non-Social Enterprise Models ---- Non-Social Enterprise Models --

ProgramProgramCharityCharitySUBSIDIZEDSUBSIDIZED

Supported Supported in part with in part with other fundsother funds

SELF-SELF-SUSTAININGSUSTAINING

Supports Supports itself from itself from

sales incomesales income

PROFITABLEPROFITABLE

Income Income exceeds exceeds

expensesexpenses

Fee for Fee for ServiceService

Page 43: enp Social Enterprise Workshops

Strategic AlignmentStrategic Alignment

• What is our “Mission” goal?What is our “Mission” goal?

• Will this enterprise contribute to achieving Will this enterprise contribute to achieving “Mission” goal?“Mission” goal?

• How will we measure impact?How will we measure impact?

Page 44: enp Social Enterprise Workshops

Contribution to Organization’s Contribution to Organization’s Strategic GoalsStrategic Goals

• How does this support the organization?How does this support the organization?

• How does it contribute to mission success?How does it contribute to mission success?

• How will it contribute to sustainability?How will it contribute to sustainability?

Page 45: enp Social Enterprise Workshops

Based upon Feasibility AnalysisBased upon Feasibility AnalysisGO - NO GO DECISION PointGO - NO GO DECISION Point

Are the investments and risksAre the investments and risks

(financial, human, social, technical, reputational) (financial, human, social, technical, reputational)

Worth the benefitsWorth the benefits??

(financial and mission-related return on investment) (financial and mission-related return on investment)

Page 46: enp Social Enterprise Workshops

Group Exercise Group Exercise

Enterprise Development AssessmentEnterprise Development Assessment

Page 60 of the Page 60 of the

Canadian Social Enterprise GuideCanadian Social Enterprise Guide

(This is an exercise participants do in the workshop. A free PDF copy of the (This is an exercise participants do in the workshop. A free PDF copy of the Canadian Social Enterprise Guide can be found at Canadian Social Enterprise Guide can be found at

http://www.enterprisingnonprofits.ca/projects/the_guide)http://www.enterprisingnonprofits.ca/projects/the_guide)

Page 47: enp Social Enterprise Workshops

Social Enterprise Social Enterprise Development PathDevelopment Path

Organizational Organizational ReadinessReadiness

Opportunity Opportunity IdentificationIdentification

Feasibility Feasibility StudyStudy

Business Business PlanPlan

Launch Launch PreparationPreparation

Start-upStart-up

EvaluationEvaluation

StrengtheningStrengthening

Page 48: enp Social Enterprise Workshops

Purpose of the Business PlanPurpose of the Business Plan

• Converts the feasibility study into an implementation Converts the feasibility study into an implementation planplan

• A roadmap for the business A roadmap for the business • A management tool A management tool • A communications tool A communications tool • A market development toolA market development tool• An investment tool for raising capitalAn investment tool for raising capital• Establishes performance objectives and strategiesEstablishes performance objectives and strategies

Page 49: enp Social Enterprise Workshops

Business Plan Key ElementsBusiness Plan Key Elements

• Business Description Business Description

• Mission ImpactsMission Impacts

• Organizational ContributionOrganizational Contribution

Page 50: enp Social Enterprise Workshops

Business Plan Key ElementsBusiness Plan Key Elements

Business Description Business Description – Operations PlanOperations Plan– Human Resources PlanHuman Resources Plan– Financial PlanFinancial Plan– Marketing PlanMarketing Plan– Performance Assessment Plan Performance Assessment Plan

Page 51: enp Social Enterprise Workshops

Business Plan Key ElementsBusiness Plan Key Elements

Mission ImpactsMission Impacts– Defined ObjectivesDefined Objectives– StrategiesStrategies– MeasurementsMeasurements

Page 52: enp Social Enterprise Workshops

Organizational ContributionOrganizational Contribution– Mission Mission – Capacity Building Capacity Building – SustainabilitySustainability

Business Plan Key ElementsBusiness Plan Key Elements

Page 53: enp Social Enterprise Workshops

Business Structure OptionsBusiness Structure Options

Non-Profit Non-Profit

Non-Profit with Charitable StatusNon-Profit with Charitable Status

Co-operative – For-ProfitCo-operative – For-Profit

Co-operative – Non-ProfitCo-operative – Non-Profit

For-Profit CorporationFor-Profit Corporation

For-Profit with Limited Financial ROI (CIC)For-Profit with Limited Financial ROI (CIC)

PartnershipPartnership

Page 54: enp Social Enterprise Workshops

Is it legal for a charity to operate a Is it legal for a charity to operate a social enterprise?social enterprise?

Yes, if ...Yes, if ...• It enhances the charitable missionIt enhances the charitable mission

• Profits are not distributed to people with controlling Profits are not distributed to people with controlling interest in the organization, i.e. board, staff, etc.interest in the organization, i.e. board, staff, etc.

• If Not BOTH of the above, then must be a If Not BOTH of the above, then must be a ““hands hands offoff”” relationship relationship

• ““Destination of Funds” is not an acceptable policyDestination of Funds” is not an acceptable policy

Page 55: enp Social Enterprise Workshops

Factors to Consider Factors to Consider When Choosing Legal When Choosing Legal

StructureStructure• Status of the business in respect to CRA policy Status of the business in respect to CRA policy • Primary purpose of business Primary purpose of business

– WhatWhat’’s the s the ““blendblend”” -- profit and social purpose -- profit and social purpose

• Amount of control organization wants to maintainAmount of control organization wants to maintain• Scale of the businessScale of the business• Need to access equity capital Need to access equity capital • Potential sources of capitalPotential sources of capital• Level of risk willing to takeLevel of risk willing to take• Effect on community image and reputationEffect on community image and reputation

Page 56: enp Social Enterprise Workshops

Organizational OptionsOrganizational Options

““In-house” Social EnterpriseIn-house” Social Enterprise

Social Enterprise Social Enterprise Within the Within the

Organization Organization Example: Coast Example: Coast

LandscapingLandscaping

Single Purpose:Single Purpose:

SE is Organization SE is Organization Example: Potluck CateringExample: Potluck Catering

Page 57: enp Social Enterprise Workshops

Wholly or Partially owned subsidiary Wholly or Partially owned subsidiary Example: Atira Property ManagementExample: Atira Property Management

Separate Entity Separate Entity For-profit Subsidiary (wholly or partially controlled)For-profit Subsidiary (wholly or partially controlled)

Non-profit Society – Cooperative - Non-profit Society – Cooperative - Joint Venture/PartnershipJoint Venture/Partnership

Page 58: enp Social Enterprise Workshops

Types of MoneyTypes of Money

• Donations Donations • GrantsGrants• Sponsorships Sponsorships • Equity Equity • DebtDebt• Patient CapitalPatient Capital

• SALES!SALES!

Example of SourcesExample of Sources

• Foundations / United Foundations / United WayWay

• Credit Unions Credit Unions • Community FuturesCommunity Futures• PhilanthropistsPhilanthropists• InvestorsInvestors

– e.g., Community Bondse.g., Community Bonds

Financing Social Enterprise Financing Social Enterprise

Page 59: enp Social Enterprise Workshops

Group ExerciseGroup ExerciseWriting A Thrift Store Business PlanWriting A Thrift Store Business Plan

Group 1) The Store Employs Persons with DisabilitiesGroup 1) The Store Employs Persons with Disabilities

Group 2) The Store Earns a Profit to Fund the Parent OrganizationGroup 2) The Store Earns a Profit to Fund the Parent Organization

Group 3) The Store Provides Employment Training for New Group 3) The Store Provides Employment Training for New ImmigrantsImmigrants

Group 4) The Store Sells Affordable Clothing and Household Goods Group 4) The Store Sells Affordable Clothing and Household Goods for Low-income Familiesfor Low-income Families

(This is an exercise in the workshop where participants get in four different groups and (This is an exercise in the workshop where participants get in four different groups and discuss business plan ideas for their particular kind of store. The location, pricing, discuss business plan ideas for their particular kind of store. The location, pricing, staffing, store aesthetics, marketing, organizational structure and product sourcing are staffing, store aesthetics, marketing, organizational structure and product sourcing are some of the things that will likely differ depending on the objectives of the social some of the things that will likely differ depending on the objectives of the social enterprise).enterprise).

Page 60: enp Social Enterprise Workshops

Resources, Workshops & Resources, Workshops & Technical Assistance GrantsTechnical Assistance Grants

www.enterprisingnonprofits.cawww.enterprisingnonprofits.caSocial Enterprise Skills ToolkitsSocial Enterprise Skills Toolkits

Resources & LibraryResources & Library

Workshops and EventsWorkshops and Events

Technical Assistance GrantsTechnical Assistance Grants

Page 61: enp Social Enterprise Workshops

www.enterprisingnonprofits.cawww.enterprisingnonprofits.ca

Page 62: enp Social Enterprise Workshops

Enp Technical Assistance GrantsEnp Technical Assistance Grants

for Social Enterprise Planningfor Social Enterprise Planning

• Organizational ReadinessOrganizational Readiness• Enterprise Opportunity IdentificationEnterprise Opportunity Identification

(Under $5000)(Under $5000)

• Feasibility StudiesFeasibility Studies• Marketing PlansMarketing Plans• Business PlansBusiness Plans

(Maximum $10,000)(Maximum $10,000)

Page 63: enp Social Enterprise Workshops

Enp Grant Application Review CriteriaEnp Grant Application Review Criteria

• Community ImpactCommunity Impact

• Business ViabilityBusiness Viability

• Organizational Commitment and CapacityOrganizational Commitment and Capacity

Page 64: enp Social Enterprise Workshops

Community ImpactCommunity Impact

• Impact on the community is definedImpact on the community is defined

• Impact is blended into business operationsImpact is blended into business operations

• The social enterprise contributes to The social enterprise contributes to enhancing organization’s missionenhancing organization’s mission

Page 65: enp Social Enterprise Workshops

Business is Real and Viable

• Product or service definedProduct or service defined

• Customers and market identifiedCustomers and market identified

• Finances articulated Finances articulated

Page 66: enp Social Enterprise Workshops

Organizational EngagementOrganizational Engagement

• Management and staff involvementManagement and staff involvement

• Board support and involvementBoard support and involvement

• Stakeholder participation and involvementStakeholder participation and involvement

Page 67: enp Social Enterprise Workshops

ReadinessReadiness

Evidence of commitment to social enterpriseEvidence of commitment to social enterprise

Organization has done planning and research Organization has done planning and research related to current requestrelated to current request

Page 68: enp Social Enterprise Workshops

Grant BudgetGrant Budget

Appropriate use of Appropriate use of enpenp funds funds

Adequate commitment of matching funds Adequate commitment of matching funds (Cash & / or In-Kind)(Cash & / or In-Kind)

Page 69: enp Social Enterprise Workshops

ReadabilityReadability

The application is well written and clear The application is well written and clear

• Vision Vision

• Scope Scope

• Potential Value of the ProjectPotential Value of the Project

Page 70: enp Social Enterprise Workshops

Business DevelopmentBusiness Development

• Opportunity identificationOpportunity identification

• Market research and feasibility studyMarket research and feasibility study

• Study tours of similar businesses Study tours of similar businesses

• Business plan preparationBusiness plan preparation

• Marketing plan and communications strategyMarketing plan and communications strategy

• Expansion planningExpansion planning

Examples of ActivitiesExamples of Activities

Page 71: enp Social Enterprise Workshops

Funds for Planning and Development ProcessFunds for Planning and Development Process

• Funds to pay for consultant and/or staff Funds to pay for consultant and/or staff • Direct costs of planning activitiesDirect costs of planning activities

• NOTNOT for operations nor for implementation for operations nor for implementation • No funds for overheadNo funds for overhead• Not retroactiveNot retroactive

• Preference for both organizational development and Preference for both organizational development and business planning business planning

Use of Enp FundsUse of Enp Funds

Page 72: enp Social Enterprise Workshops

• Provincially or federally incorporated non-profit Provincially or federally incorporated non-profit based in British Columbiabased in British Columbia

• Qualified recipient under CRA regulations: Qualified recipient under CRA regulations: registered charity, First Nations government, registered charity, First Nations government, municipalitymunicipality

• Charitable sponsor required if the applicant is not a Charitable sponsor required if the applicant is not a qualified recipient under CRA regulatiqualified recipient under CRA regulations

Basic EligibilityBasic Eligibility

Page 73: enp Social Enterprise Workshops

Matching FundsMatching Funds

EnpEnp accepts cash or in-kind matching funds accepts cash or in-kind matching funds

• Matching funds must be directly related to the project for which you are applyingMatching funds must be directly related to the project for which you are applying

• In-kind related to direct costs of business planning and organizational development (not operating expenses)In-kind related to direct costs of business planning and organizational development (not operating expenses)

• If staff time considered in-kind, demonstrate staff person will have designated time to conduct planning work (not just off side of desk)If staff time considered in-kind, demonstrate staff person will have designated time to conduct planning work (not just off side of desk)

Page 74: enp Social Enterprise Workshops

The The enpenp funding partners review and approve grants, funding partners review and approve grants, and may offer you:and may offer you:

• Organizational or Enterprise Assessment Organizational or Enterprise Assessment WorkshopWorkshop

• Telephone or On-site ConsultationTelephone or On-site Consultation

• Partial grant for less activityPartial grant for less activity

• Fully funded grant as requestedFully funded grant as requested

Application Decision ProcessApplication Decision Process

Page 75: enp Social Enterprise Workshops

• Proposal review process about 6 to 8 weeksProposal review process about 6 to 8 weeks

• Letter of offer of grant purpose and amount and Letter of offer of grant purpose and amount and

then a cheque for the amount granted then a cheque for the amount granted

• Offer of supports other than grantOffer of supports other than grant

• Technical Assistance provider coachingTechnical Assistance provider coaching

• Nine months to complete projectNine months to complete project

– Must submit planning project ‘product’ Must submit planning project ‘product’ – Final reportFinal report

Application Decision ProcessApplication Decision Process

Page 76: enp Social Enterprise Workshops

Grant Applications are due Grant Applications are due 4pm4pm

May 26, 2011May 26, 2011

If you do not submit an application in this If you do not submit an application in this cycle, you may apply in a later cycle.cycle, you may apply in a later cycle.

Next deadline will be Fall 2011Next deadline will be Fall 2011 Every six monthsEvery six months

Page 77: enp Social Enterprise Workshops

Enp Support and Funding Enp Support and Funding

Technical Assistance Along the Enterprise Technical Assistance Along the Enterprise Development PathDevelopment Path

Next Grant Application Deadlines:Next Grant Application Deadlines:

May 26, 2011May 26, 2011

Fall 2011Fall 2011

Organizational Organizational ReadinessReadiness

Opportunity Opportunity IdentificationIdentification

Feasibility Feasibility StudyStudy

Business Business PlanPlan

Launch Launch PreparationPreparation

Start-up

EvaluationEvaluation

StrengtheningStrengthening

Page 78: enp Social Enterprise Workshops
Page 79: enp Social Enterprise Workshops

For more information on For more information on enpenp, its , its workshops and granting program, go to …workshops and granting program, go to …

www.enterprisingnonprofits.cawww.enterprisingnonprofits.ca