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Blended Value Business Plan
Pro Forma Income Statement
User Guide
OVERVIEW
A business plan goes beyond the forecasting of a Feasibility Study. It provides details on the
multiple factors required
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How to fill out blended value business plan

How to fill out blended value business plan
01
Start by conducting thorough research on your target market, competitors, and industry trends.
02
Identify your mission and objectives for the blended value business plan.
03
Determine the unique value proposition of your business and how it integrates social and environmental impact with financial sustainability.
04
Create a detailed description of your products or services, including their benefits and potential impact.
05
Outline your marketing and sales strategies, including target audience and promotional activities.
06
Develop a comprehensive financial analysis, including revenue projections, expenses, and funding sources.
07
Incorporate a section on social and environmental metrics, explaining how you will measure and track your impact.
08
Include a risk management plan, addressing potential challenges and mitigation strategies.
09
Write an executive summary that highlights the key points of your blended value business plan.
10
Review and revise your plan, ensuring it is clear, concise, and aligned with your overall business goals.
Who needs blended value business plan?
01
Social enterprises aiming to combine financial success with positive social and environmental impact.
02
Non-profit organizations looking to develop sustainable revenue streams while fulfilling their mission.
03
Investors who want to support businesses that prioritize both profit and purpose.
04
Startups or existing businesses that want to enhance their social and environmental initiatives.
05
Government entities or policymakers seeking to promote and support blended value business models.
06
Business consultants or advisors assisting clients in developing and implementing blended value strategies.
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What is blended value business plan?
A blended value business plan is a strategic plan that combines financial and social/environmental objectives.
Who is required to file blended value business plan?
Nonprofits, social enterprises, impact investors, and other organizations that aim to create positive social and environmental impact along with financial sustainability are required to file a blended value business plan.
How to fill out blended value business plan?
To fill out a blended value business plan, organizations need to clearly outline their financial goals, social/environmental impact objectives, target market analysis, revenue model, and measurement metrics.
What is the purpose of blended value business plan?
The purpose of a blended value business plan is to align financial interests with social/environmental goals, and to provide a roadmap for achieving both financial sustainability and positive impact.
What information must be reported on blended value business plan?
Information that must be reported on a blended value business plan includes financial projections, social/environmental impact metrics, target market analysis, revenue streams, and measures for success.
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