Social Enterprise Business Case Planning

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Social Enterprise
Shona McElroy
shona@innovatechange.co.nz
nz.linkedin.com/in/shonamcelroy
Cross-cutting traditional sectors
More SUSTAINABLE than charity
More RESPONSIVE than Government
More GENEROUS than business
Slide courtesy of MJ Kaplan
Seeking better outcomes
Slide courtesy of MJ Kaplan
The Social Enterprise Spectrum
Slide courtesy of MJ Kaplan
New Zealand Social Enterprise
Why Social Enterprise ?
Characteristics of Social Enterprise
What makes a Social Enterprise successful
?
Social Enterprise
Shona McElroy
shona@innovatechange.co.nz
nz.linkedin.com/in/shonamcelroy
Building the Business Model
Aim is to answer the questions:

What market need we will satisfy?

How are you're going to meet this need?

Why is it better than the nearest alternative?

What is the (realistic) potential?

Why your team is the team to deliver on this?

Projected investment, operating costs and
revenue
Validating the market
Validating the market
The business model
The social lean business model canvas
Value proposition
Benefits
Less
Cost
=
VALUE
(compared to next best alternative)
Organisational (and self reflection)
Do you have clarity of purpose?
Do you have strong leadership to drive this forward?
Do you have the right team/skills?
Are you willing to learn and change direction?
Are you in it for the long haul?
Still interested?
Legal model chosen in response to objectives.
Some things to consider:

Governance: control and accountability

Investment: grant, debt, equity, crowd funding

Tax: tax exemptions

Charitable mission: trading within mission?
Social Enterprise
Shona McElroy
shona@innovatechange.co.nz
nz.linkedin.com/in/shonamcelroy
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