• SCVO
    • The Gathering
    • Scottish Charity Awards
    • Funding Scotland
    • Goodmoves
    • TFN
    • Sign in / sign up
    • Scottish Council for Voluntary Organisations
Sign in
Forgot your password? Reset password
Don't have an account? Sign up
Sign up

Not registered for an SCVO Account?

Sign up below to create your SCVO Account. Fill in your details and we'll send you a link to verify your email address.
You'll have the option create an individual account or to link your account to an organisation. If your organisation's an SCVO member or supporter, you'll have immediate access to exclusive content and benefits.
Privacy notice

Already have an account? Sign in

Sign in / sign up

Sign in

Forgot your password? Reset password
Illustration of a mother and child

Not registered for an SCVO Account?

Sign up below to create your SCVO Account. Fill in your details and we'll send you a link to verify your email address.
You'll have the option create an individual account or to link your account to an organisation. If your organisation's an SCVO member or supporter, you'll have immediate access to exclusive content and benefits.
Privacy notice

Account password reset

Complete the form below to receive a link to change your password

Scottish Council for Voluntary Organisations
Join our community
About Support & learning Events Services Funding Jobs & employability Policy & research
Scottish Council for Voluntary Organisations
Scottish Council for Voluntary Organisations
  • Home
  • About
  • Support & learning
  • Events
  • Services
  • Funding
  • Jobs & employability
  • Policy & research
Our sites
  • Coronavirus Info Hub
  • Funding Scotland
  • Goodmoves
  • TFN
  • SCVO Membership
  • SCVO
  • Support & learning
  • Setting up a charity
  • Make a plan
  • Make a plan

Make a plan

Developing a new voluntary sector organisation will take careful planning to map out your big picture vision and pay attention to all the detail.

Time invested at the planning stages will pay off later as you develop a clear focus for your organisation and make decisions about how you will operate. It will also help you to ensure that everyone on your steering group or committee has a shared understanding of what you are trying to do and how you are trying to achieve it.

Decide on the level of detail

The complexity of your plan will depend on the ambitions of your organisation. If you aim to employ staff and handle significant amounts of money, you are going to need a more detailed and rigorous plan than one required by a group which is happy to stay small, informal and solely volunteer run.

Plan for action

Use your vision, mission and values as a starting place for developing your thinking about your new organisation. Work with your steering group and other volunteers to develop the detailed plan. Then, share out the tasks. Planning needs to be coordinated, but should never be the responsibility of one person.

The formal business of appointing trustees or committee members and assigning long-term roles will follow, once you have decided on the right legal structure for your organisation.

Decide on a structure

You are not required by law to adopt a legal structure unless you aim to be registered as a charity, but there are benefits to any organisation in having a formal structure, particularly when things do not go to plan. It provides a framework and gives your group an identity, continuity, credibility and a means of establishing common objectives.

If you decide to adopt a formal structure you will need to make fundamental decisions about membership, charitable status and incorporation.

Write a business plan

Just as a business plan is an important step when planning a new business, your new organisation can benefit too. Voluntary sector organisations need to go through the same rigorous planning process as any other business, thinking about marketing, finance and internal operations. A business plan will provide a solid foundation to build on in the future. Find out more about writing a business plan.

Previous step: 1. Get started Next step: 3. Decide on membership

Page last modified on 27 January 2020

Was this page helpful?

Thanks for your feedback!

  • Support & learning
  • Setting up a charity
  • 1. Get started
  • 2. Make a plan
  • 3. Decide on membership
  • 4. Decide on charitable status
  • 5. Consider the risks
  • 6. Decide on structure
  • 7. Write your constitution
  • 8. Next steps
  • Frequently asked questions

Find information on…

Setting up an organisation

Funding for my project

Training courses & events

Jobs in the sector

Related posts

Shona Robison, Scottish Government Cabinet Secretary
The third sector is a major social and economic actor
6 May 2022
Rachel Le Noan
UK Shared Prosperity Fund – What’s next?
9 June 2022
Susan Smith
How to align your charity goals with like-minded corporates
23 June 2022
Jonathan Mail
It’s time to prioritise reuse
29 June 2022

Latest posts  See more

Tracey Bird
We’d like to know what you think of the Third Sector Governance Code
30 May 2022
Tracey Bird
How to check where you’re at on your journey to good governance
27 May 2022
Fiona Gillespie
Helping charity trustees feel confident in their roles
14 April 2022
Sheghley Ogilvie
SCVO UK Spring Statement Summary 2022
28 March 2022
Join our community

Contact

How to get in touch with our staff

Social

  • Twitter
  • LinkedIn
  • Facebook
  • Soundcloud
  • YouTube

Help

  • Accessibility policy
  • Transparency & open data
  • Environmental policy
  • Privacy policy
  • Cookies policy
  • Terms & conditions
  • Feedback & complaints

About

The Scottish Council for Voluntary Organisations is the membership organisation for Scotland's charities, voluntary organisations and social enterprises. Find out more

© 2022. The Scottish Council for Voluntary Organisations (SCVO) is a Scottish Charitable Incorporated Organisation.
Charity registered in Scotland SC003558. Registered office Mansfield Traquair Centre, 15 Mansfield Place, Edinburgh EH3 6BB.

Scottish Council for Voluntary Organisations