Transcript Presentation to CSP Strand 1 & 3

Community Services Programme
Strand 1 & 3 Business Planning
Re-contracting 2015-2017
April 2014
Welcome & Introductions
1
Agenda
• Overview of CSP
• Business Plan Template 2015-17
• Small Group Discussion
• Lunch at 1pm!
• 1 to 1s (as required)
2
Context
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The Community Services Programme (CSP) exists to:
• Benefit the Community and alleviate disadvantage
• Deliver services that meet community needs
• Support community businesses that trade in a financially
sustainable manner, based upon a Social Enterprise model
• Support community businesses where they have an
overriding social purpose, setting out to benefit people or the
community
Context continued…
• Promote employment for those target groups most
distant from the labour market (70% CSP employees)
• Re-contracting - Not about applying for additional
money and equally it is not about blanket cuts
• Public funds – directed where needed and providing
value for money
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Context continued…
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Business Plan (BP) - Benefits for the organisation
• Periodic planning is essential for the continuing success of
the service/enterprise
• BP provides a structure for groups to take time out to
consider their service/enterprise, and how it can be
improved to maximise social benefits
• BP also enables groups to examine the business
dimension, in order to ensure the financial security of the
project
• BP is an opportunity to address any financial or other
shortcomings & to incorporate any lessons learned
Context continued…
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Why a full business plan?
• Department requirements assessment for funding to be
based on BP. New 3 year contract period = New BP
• CSP supports community businesses and a BP would be
an expectation for any well managed business
• It gives us a rounded picture on which to base the decision
to award continued public funding
• Times have moved on since the last BP, different operating
environment – new BP required
Context continued…
7
Lessons from previous BP processes
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Lack of planning and forethought in Business Plan
Lack of detailed needs analysis
Lack of evidence of generating an income
Lack of follow up on audit recommendations and BPA
recommendations
• Weaknesses at Board level, and lack of detailed oversight
• Weaknesses in staff management processes
Completing the Business Plan
Please open the Business Plan (BP)
Template and Guidelines
• Section 1 – Executive Summary: complete at the
end
• Summarise in a clear, concise way each section
in the BP
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Completing the Business Plan
• Section 2 – Organisation Details
This is to update us on your organisation since your
last business plan in 2010
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Completing the Business Plan
• Section 3 – Your Social Enterprise
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Vision & Objectives
Actions, outputs and targets
Profile of beneficiaries
Action Plan 2015-2017
Outcomes
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Completing the Business Plan
• Section 4 – Needs Analysis
∙ Explain the need for the service based on
analysis/assessments carried out
∙ Analysis of Need - When, how and methods
used.
∙ What Gaps are being filled?
∙ Provide evidence of need!
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Completing the Business Plan
• Section 5 – Sustainability
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SWOT Analysis
External Factors
Risks
Growth areas
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Completing the Business Plan
• Section 6 – Demonstration of Value for Money
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Added Value
Quality of services
Income Generation
Cost saving measures
Targeting those most in need
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Completing the Business Plan
• Section 7 – Financial Information
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Income and Expenditure
Reserves Policy
Cashflow
Income Generation
14
Application Procedure
Invitation to Pobal workshop
April 2014
Service Providers take account of
previous feedback from Pobal on
the delivery of services/facilities
Seek advice from your assigned
Regional Development Coordinator
Submit the Business Plan to
Pobal no later than
7th May 2014
Decision on your Business Plan
will be communicated to you no
later than
30th November 2014
15
Additional Support
• Contact your designated Regional Development
Co-ordinator
• An Enquiry Mailbox service - [email protected]
• FAQ posted on website
• Guidance notes on website
16
Assessment Criteria
• Past performance and future plans taken into
consideration
• Capacity of Organisation
• Strategic Fit
• Demonstration of Need
• Sustainability
• Value for Money
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Deadline Date Reminder
Submission of Business Plan template
to [email protected] by 5.00 pm on 7th May
2014
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QUESTIONS & ANSWERS
Group Discussion Questions
1. Discuss how your company can find out need for your
service. (Needs Analysis)
2. Discuss how your company can increase traded
income and reduce expenditure? (Income
Generation)
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Question 1 - past experience of Pobal
Needs Assessment
• Surveys and Questionnaires to existing users/clients
• Linking with relevant groups/organisations (HSE
Department of Social Protection, CIC etc...)
• Pobal Maps (establishing areas & categories of need)
• Other published reports
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Question 2 – past experience of Pobal
Ways to increase income
• Increase charges
• Increase customer base
• Extend service
• Provide new service/product
Ways to decrease expenditure
• Review service providers
• Group deals/rates (networking)
• Energy Efficiency
• Negotiate charges
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New Monitoring System for CSP
• Reporting twice a year (end Jun/end Dec)
• From June 2014 – online (login to portal)
• Single form/template combining
– Payroll
– Expenditure
– Worker Profile – some new fields here
– Outputs – dep. on type of service (services
offered, user numbers, etc.)
– Progress – v. short
• Training / video tutorials / helpdesk will be
provided
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Thank you all for your
attendance!