Our group workshops are the perfect blend of expert support and peer-to-peer learning to explore the elements of a business plan for a capital project and develop a strategy to raise capital funding.
You will learn:
1. Building your case - the Business Plan
Describing your asset and capital project
How to explain your mission, values, and governance to potential investors. The system of rules and people (like Trustees) that ensure your organisation is run legally and transparently.
Proving your Social Value: Using evidence to show the impact your project will have on local lives. Such as improving mental health or reducing isolation. Funders often value this as much as financial profit.
Evidencing support from your community and stakeholders
Market Analysis: Understanding your competitors and proving there is a demand for your space.
2. Crunching the numbers - working out the financials
Costing the build: How to accurately budget for a community capital project - a large, one-off sum of money used for buying a building, building an extension, or doing major repairs or renovations.
Revenue projections: Predicting your future income to prove the building can pay for itself long-term. A forecast of the regular income your building will make (e.g., from room hires or café sales) to pay for daily costs like electricity and staff.
Risk Management: Identifying financial "what-ifs" before they happen.
3. Finding and securing the money
Capital funding strategies: Where to look for capital funding and how to create a plan to get it.
The funder’s perspective: A 'behind the scenes' look at how applications are assessed and what makes a project 'grant-ready'.
Who should attend:
This online workshop is essential for CEOs, Trustees, and Project Leads in the community and not-for-profit sector who want to understand the process of developing a business plan and raising funding for a capital development project and who are:
Planning a major refurbishment or building extension.
Starting a new-build capital project.
Developing a business case to buy a local asset.
Can’t wait until 2027? If you need this training sooner, let us know. We are happy to bring dates forward based on demand—email events@locality.org.uk to register your interest.
Costs
Our training workshops cost:
| Essentials and Membership Plus | £125 +VAT |
| Partners and Partner Plus | £125 +VAT |
| Network and non-members | £200 +VAT |
Save £75 by becoming a Locality member.
Community organisations can access the discounted ticket rate by joining as Essentials or Membership Plus members.
Local authorities can access the discounted ticket rate by joining as Partner or Partner Plus members.
How will it be delivered
This training will take place online on Zoom. We'll send out the Zoom link with the joining instructions before the session.
The session will be broken up into topics with some information sharing, for example through a presentation.
This will be followed by group activities where you put this knowledge into practice and apply it to your organisation. We sometimes use digital tools for activities where we work together.
There will be some breaks.
Your access needs
We want to make sure you can engage in our sessions, so please make sure to share any access needs you have on the booking form. We will be in touch to ensure we are making the right adjustments for you.
We try and share as much information as possible about what to expect before our online events, so you feel prepared for the session. This includes any digital tools we will use during the workshop. So just let us know any support or adjustments you need.
All our online events have closed captions available.
Community ownership unlocked training
