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The Do-Good Business Plan Template for: Coaches, Therapists and Counselors
Presented by:
Contents
Background ............................................................................................................................................. 3
What makes me great at what I do .......................................................................................................... 3
Vision ...................................................................................................................................................... 3
Mission ................................................................................................................................................... 4
Values ..................................................................................................................................................... 5
My Message to the World and How Ill Communicate It .......................................................................... 6
MY MARKETING AND COMMUNICATION PLAN .................................................................................... 6
Objectives and Priorities This Year ........................................................................................................... 7
People Plan Personal Development ...................................................................................................... 8
Sustainability and Growth A Financial Plan............................................................................................ 8
Risks and Opportunities A Plan B! ....................................................................................................... 10
My SWOT Analysis ............................................................................................................................. 10
How I will know that I am DOING GOOD in the World............................................................................ 12
The Action Plan ..................................................................................................................................... 13
Background
Guidance: In this section, youll want to outline what you know about the field within
which you are working. Try and compose a little story to tell people what you know
about the need for your service in the environment you are working. You can write it as
if you are telling someone else about your field of work. Here are some questions to try
and cover for this section.
1. What need are you serving? Why is this important to the world right now?
2. Is the field growing or shrinking? Is the need for your service likely to grow or
decline over the next 5-10 years? (Do a bit of research!)
3. What kind of geographic boundaries will you have? What is your reach and what
is the potential for your business in terms of numbers?
4. What is the profile of your most likely clients? Is it men, women, children? What
are their ages? What do you know about this group of people? How will your
service address their needs?
Vision
Guidance: This is the place to really dream big! Imagine you were wildly successful,
that you had unlimited resources, and there were no barriers whatsoever. What would
you accomplish? What would the world look like in 5 years if you could do anything at
all to help your clients? Remember! A vision is something that just gets you moving in
the right direction. It will help you decide to take one track rather than another. It may
be so ambitious that you never actually get there, but it will serve you by laying out your
direction of travel. A good vision is inspiring, focuses on serving the world, and is very
ambitious. It is often the ideal result, and is bigger than just what you (or your business)
can deliver alone.
Try and develop a Vision of the world as you would like it if you could serve every single
person who needs your services. Capture what the world would be like if you could do
this in 3-5 sentences.
Your Vision Checklist:
Mission
Guidance: People often confuse the Vision and Mission, but they serve two distinct
functions. The Vision captures how you want the world to change for others. Your
Mission is about your purpose and your part in changing it. For example:
Vision A world where every person is living and working to their full potential.
(The result of your good works and possibly those of other like-minded people.)
Mission Helping people discover their career potential and supporting them in
making changes to bring this potential into the world. (Your role in delivering the
vision. What youll do to help bring about this change in the world.)
Capture here how youll serve people, and what your role in delivering the Vision will be.
This again is usually a sentence or two.
Your Mission checklist:
Does it tell the world about your purpose, or the purpose of the business? (these
may be the same thing for you.)
Is it clear and simple?
Will it help keep you focused on the right things?
Does it link in well with your Vision and tell people your part in delivering it?
Values
Guidance: Your personal values will guide you in completing this section, but they will
be slightly different, so dont just copy them here. Company Values are critical for a dogood business! They will guide your decisions and tell the world how you will interact
with people. Below is a list of values that are common in business. Choose up to ten
(or add your own) and compose a sentence or two for each telling the world how this
value will guide your business and help you achieve you Vision and Mission.
Integrity
Communication
Customer Service
Creativity
Accountability
Commitment to
Success
Fairness
Fun
Loyalty
Teamwork
Respect
Trustworthy
Growth
Community
Ethical
Partnership
Safety
Diversity
Achievement
Community
Legal
Honesty
Attitude
Individuality
Competence
Quality
Professionalism
Responsibility
Risk-taking
Optimism
Consistency
Efficiency
Reliable
Empowerment
Balance
Inspiring
What do they
need to hear from
me?
What need do they
have? What
problem can you
solve for them?
Area of
Development
Needed
Example: Website
design, leadership
skills, accounting
What I will do
Attend a course,
read a book, talk to
someone and get
tips
When I will do it
By the end of July
Cost of this
development
(Both in terms of
time and money)
2 days time; $125
Next, (and this is important!) summarize how this personal development will help you
serve your clients better. How will investing this time, energy and resource into yourself
help you deliver your objectives and mission better?
First half
of the
year:
Second
half of the
year:
My SWOT Analysis
Strengths of my business
Weaknesses of my business
Threats to my business
Of these, only the ones listed below fit with my priorities and goals THIS YEAR:
Of these, the ones below are most likely to affect me THIS YEAR:
Important:
Also capture how often youll review this Business Plan. It is essential that you dont do
all this great work and the let it gather dust on a shelf somewhere. Your business plan
will be LIVE and will need to reviewed and updated at least every quarter.
Action to take
Quarter 2 (Dates:
Action to take
Related Objective
Start Date
End Date
Resources
Cost, time, people
Related Objective
Start Date
End Date
Resources
Cost, time, people
Quarter 3 (Dates:
Action to take
Quarter 4 (Dates:
Action to take
Related Objective
Start Date
End Date
Resources
Cost, time, people
End Date
Resources
Cost, time, people
)
Related Objective
Start Date
Legal Stuff
This template has been designed, edited, and produced by Rebecca
Macfarlane. It may be edited, amended or revised freely for use by
individuals with the purpose of developing their own business plans, as
long as credit is attributed in some way. It may not be reproduced or
resold in whole as original work.
Limits of Liability/Disclaimer of Warranty:
Rebecca Macfarlane has prepared this document to the best of her abilities. However, she
makes no representation or warranties as to the accuracy, applicability, or completeness of
these printed materials. Rebecca Macfarlane disclaims any warranties (expressed or
implied), merchantability, or appropriateness for a specific purpose. Rebecca Macfarlane,
under no circumstances, shall be held liable for any loss or other damages of any kind. As
always, please seek the advice of a competent legal, tax, accounting, medical, or other
professional. Rebecca Macfarlane does not warrant the performance, effectiveness or
applicability of any sites or resources listed in this document. All links are for informational
purposes only and are not warranted for content, accuracy or any other implied or explicit
purpose. This manual contains material protected under International and Federal
Copyright Laws and Treaties. Any unauthorized reprint or use of this material is
prohibited.
Copyright:
The Do-Good Business Plan Template Coaches, Therapists and Counselors
All Rights Reserved.
The Do-Good Business Plan Template Coaches, Therapists and Counselors!
Copyright 2012