The National Association of Women Business Owners (NAWBO) Presidents’ Assembly Steering Commitee provides continuing education and training for our volunteer Chapter Leaders. Our Spring 2014 event was in Las Vegas where leaders from around the US gathered for 24 hours of education, sharing and FUN. Here is the presentation I shared on creating a business plan for your NAWBO Chapter.

1. The One-Page Business
Plan for NAWBO Chapters
Leading with Clarity, Communication &
Confidence
!
NAWBO Leadership Bootcamp
March 20, 2014, Las Vegas

2. Servant Leadership
• Listening
• Empathy
• Healing
• Awareness
• Persuasion
• Conceptualization
• Foresight
• Stewardship
• Commit to Growth
• Building
Community

3. Why Plan?
• If you don't know your destination, how will you know
when you've arrived?
• Forestall problems
• Clarity
• Communication
• Teamwork & Collaboration
• Buy-In

4. One-Page Business Plan
• Multiyear planning
• Marries STRATEGY with OPERATIONS
• Simple, clear, focus on RESULTS
• Metrics
• Communication tool

5. One-Page Business Plan
• Start at 30,000 feet - VISION & MISSION
• WHAT are you building? WHY does your org exist?
• HOW will your Chapter be built & managed?
• WHAT does success look like for your Chapter?
• What projects/programs must be completed this
year, broken into SMAARTER goals?

6. What’s Your
Chapter Life Stage?
STARTUP GROWTH MATURE
Number of
Members
<50 50-200 +200
Budget <$10K $10K - $100K +$100K
Corp Partners 1 - 3 4 - 20 +20
PLAN
probably not recreating the
wheel
continuity,
alignment,
communication

7. One-Page Business Plan
• Draft plan (advice available, but YOU must create)
• Share with PASC sponsor & colleagues
• Present as draft to your Board
• Board adds input/Finalizes
• Every Committee should have one: using Chapter
Vision, Mission, and selected Strategies; then,
1-3 objectives, requisite Action Plans
Process

8. VISION
Within the next ____(1, 3 or 5) years, grow
______________ (organization name) into a successful
________ (geographical service area) NAWBO
CHAPTER with annual funding of $__________
providing ________________ (list 2 – 3 key services or
products) for/to ________________ (describe the
profile of the recipient of your services).
VISION STATEMENT: WHAT ARE YOU BUILDING?
What your Chapter will look like
in 1, 3 or 5 years.
PracticallyPainlessPlanning

9. MISSION
We help ___________________________
To whom are you in service?
(clients, members, recipients of your service)
____________________________
What do you do for them?
(Describe benefits of your services)
WHY DOES YOUR CHAPTER OF NAWBO EXIST?
What do the recipients of your services want/
need from your organization? Describe why
your Chapter exists, in 8 words or less.
PracticallyPainlessPlanning

10. STRATEGIES
● Focus on serving __________with ___________& ___________ needs.
● Create awareness of our services by ____________, ____________&
_____________.
● Initial Experience: Promote membership by __________, _________
& __________.
● Revenue Model: Generate revenues by ____________,
____________ & _____________.
● Engage Corporate Partners to ____________, _____________, &
________________.
● Use Internet/Technology to ____________, ___________ &
_____________.
● Assure services will be cost effective by ____________,
____________ & _____________.
DEFINE HOW YOUR CHAPTER WILL BE BUILT AND MANAGED .
Describe 5 to 8 things this non-profit must do extremely
well over time to be successful.
PracticallyPainlessPlanning

11. OBJECTIVES
● Increase Corporate Partner Revenue from $ _______to $
_______.
● Increase paying memberships from _________ to __________.
● Increase member retention from _______% to _______%.
● Increase number of program participants from _______to
_______.
● Increase number of _______ workshops/programs from
_______to _______.
● Increase _______success rate from _______to _______.
MEASURABLE RESULTS
What results must your Chapter achieve to be
successful? List 2 - 3 goals your Chapter must achieve
this year to be successful.
PracticallyPainlessPlanning

12. ACTION PLANS
Project 1: ______________________________________
Project 2: ______________________________________
Project 3: ______________________________________
Project 4: ______________________________________
WORK OR TASKS TO BE COMPLETED
What are 3 - 5 capacity/infrastructure projects/
programs that must be completed this year to
achieve your strategic objectives? Be Specific,
Measurable, Attainable, Alignment, Realistic, and
Time-Bound, Evaluate and Re-Evaluate.
PracticallyPainlessPlanning

16. Now It’s YOUR Turn
• At your table, discuss how you might change the
sample plan for your Chapter
• What 2 or 3 BIG Objectives do you need to tackle to
be successful?
• What will you do to bring this back to your Chapter?
• How can you best learn this to implement with your
Chapter?

17. Talkback
• At your table, discuss how you might change the
plan for your Chapter
• What 2 or 3 BIG Objectives do you need to tackle to
be successful?
• What will you do to bring this back to your Chapter?
• How can you best learn this to implement with your
Chapter?