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Welcome to the Business and Organisation Development course brought to you by Carmichael. We hope you find course content helpful as you develop your social enterprise or non-profit organisation.


Course Overview

Different demands are placed on an organisation as it develops over time. Managing change, building resources, generating income and maximising impact all take careful planning. In this 4 hour course, we will take a practical look at levels of organisational planning and development of particular relevance to social enterprises and to non-profit organisations who may wish to scale their operations.


Target Audience

This course is designed with the needs of social enterprises and growing non-profits in mind. It provides a practical hands-on approach to business planning and organisational development for directors, senior managers and supervisors who do not have a background in business management.


Course Structure

The course is divided into 6 component parts and takes approx. 4 hours to review. Participants should allow time to review the practical templates. Topics are self-contained to facilitate micro-learning for the time conscious participant.


Lesson 1: Levels of Organisational Planning

This lesson explains how to develop strategic plans and operational plans and introduces participants to business planning.

Topic 1: How to develop a Strategic Plan

Topic 2: How to develop an Operational Plan

Topic 3: Business Models versus Business Plans


Lesson 2: Business Model Canvas

This lesson will be of special interest to any social enterprise or non-profit organisation that wishes to pursue a new income generating initiative.

Topic 4: How to use a Business Model Canvas

Topic 5: Key Questions for Non-profits


Lesson 3: Business Plan

Business plans have been used to guide the development of organisations for well over one hundred years! This lesson looks at the elements of a business plan in depth.

Topic 6: The importance of Business Planning

Topic 7: Key Sections of a Business Plan

Topic 8: Situational Analysis

Topic 9: Market Analysis

Topic 10: Operations Management

Topic 11: Financial Projections

Topic 12: Monitoring Results

Topic 13: Resourcing the Plan


Lesson 4: Operational Planning

As organisations seek to scale resources acquisition and social impact, additional issues must be considered if the quality of service delivery is not to be compromised.

Topic 14: Capacity Utilisation

Topic 15: Scaling Non-Profit Organisations

Topic 16: Managing Cost Drivers

Topic 17: Managing Productivity


Lesson 5: Managing Change

Every organisation will face managing change at some stage in its development. Failure to do so successfully, can greatly undermine the aspirations and potential social impact of a non-profit.

Topic 18: The Nature of Change

Topic 19: Organisation Culture

Topic 20: Change Interventions

Topic 21: Change Management Integration Plan


Lesson 6: Business Development Quick Links

In this final lesson, we provide a fast and easy-to-access list of all the templates covered during lesson topics. Upon completion of the course, the lesson page can be accessed time and again thereafter.



Carmichael would like to acknowledge this project was approved by Government with support from the Dormant Accounts Fund.



The content provided in this elearning resource is not exhaustive and should not be construed as advice. The resource is intended to aid in the development of human resource management knowledge by participants completing the course. If you plan to use the content and especially the policy templates and other sample documents accompanying this course in your organisation, please ensure that you first adapt them to suit your own requirements. No liability can be accepted for any consequences arising from the use of the content provided in this course.


Course Commencement & General Instructions

  1. Please progress through each of the lessons in the course sequentially.
  2. To move from one lesson page to another, click on the ‘Mark Complete’ button located at the end of each lesson page. Once you have clicked the ‘Mark Complete’ button, you may then progress to the next lesson in the course.
  3. Some lesson pages contain interactive resources. To open an interactive resource, click the orange ‘Launch’ button contained on the web page. Click on the ‘Next’ buttons or arrows within each interactive resource to move from one screen to the next within each of these resources.
  4. Document names in blue within a lesson or topic page denote that the document is available to download. Just click on the document name (in blue) to open it for viewing and download.