logo

NEW – TSSW training: An Introduction to Business Planning 

Categories: Leadership & management,

​Day 1 – 11 March 2026 | 10 am – 1 pm
Day 2 – 18 March 2026 | 10 am – 1 pm
Online

​Delivered through the medium of English

Aim  

This course will provide you with the skills and tools to conduct business planning activities leading to the production of a Business Plan for your organisation.  

Content  

The course is designed to cover seven ‘modules’ as follows:  

Module 1. Finding your feet – This module will look at the purposes of business planning, what you might expect to find in a typical business plan, who you should involve in the process, and, how to go about writing one.  

Module 2. Mapping your market – This module will look at how your organisation can go about identifying all those people and organisations that might have an interest (or stake) in your business – your ’target audiences’ and other ‘key stakeholders’. It will go on to look at how you might go about finding out what they want and need.  

Module 3. Establishing your strategy – This module will look at the use of simple business planning tools to help your organisation develop its business strategy and to establish a clear set of strategic objectives to guide the way forward.  

Module 4. Building your capacity – This module will look at how you might go about gearing up your organisation to deliver on your strategic objectives. It will focus on how you might go about identifying and developing the resources you need, most especially your volunteers and staff.  

Module 5. Managing your finances – This module will look at how your organisation can develop a simple income and expenditure profile, that will help you to identify where you stand financially, set future financial targets and put in place measures to ensure your organisation remains financially viable.  

Module 6. Promoting your business – This module will help your organisation put in place a simple marketing strategy focusing on identifying your key messages and the most appropriate promotional media you might use to reach out to your target audiences.  

Module 7. Pulling it all together – This module simply serves to recap the results of each of the mini-modules and show how the various elements of your business plan link together and support each other.  

Learning objectives   

By the end of the course you will be able to:  

  • Differentiate between the process of business planning and the end product of that process, the production of a business plan 
  • Identify who to involve and what to do to produce a business plan 
  • Understand your market and know how to reach out and find out what your target audiences want and need 
  • Develop a business strategy and the business activities that will help fulfil your organisation’s strategic objectives 
  • Understand the basics of putting together a financial plan including a simple income & expenditure profile 
  • Put together a simple marketing plan 
  • Pull all the various strands of the business planning process together, and draw it into a coherent and persuasive business plan document that will meet the needs of key stakeholders, most especially funding bodies.  

Who the session is for   

 This session is for community and voluntary organisations that are looking to put in place a business plan for their organisation.  

Course requirements – please read before booking

What we ask of you:

  • Attend the full duration of the training.
  • Test your Zoom access before attending.
  • Arrive 5-10 minutes early – late arrivals may not be admitted.
  • Keep your camera on and participate via microphone/chat where possible.
  • Let us know at the time of booking if you have any access requirements (e.g. BSL interpreter).
  • Enable notifications from LUMA to receive joining instructions and resources.
  • If you can’t attend, please email bookings@wcva.cymru (see our cancellation policy).

MAXIMUM of two places per organisation

Need help or more info?

Back to training