Business planning is an essential aspect of any organisation that may seek social investment in the future, and social enterprises and charities will need to know their business plan back-to-front ahead of the Due Diligence process. 

This page features some of the many tools and resources that will help you to better understand, communicate and stress test various aspects of your business plan. 

If you have another website, tool or resource you think could be listed here, please email

Social Investment Scotland

Knowing the strengths and weaknesses of your organisation is an essential step towards accessing social investment.

Social Investment Scotland’s free to use investment readiness diagnostic tool is great way to find out where you are on that journey and where your strengths are.

Focussing on six business critical areas, simply answer each of the questions openly and honestly and the tool will summarise your scores at the end, highlighting where any support needs lie.

Social Enterprise Institute

A tool to help plan, communicate and refine your business model in a simple, visual way.

Service Recipes for Charities

Practical guides to help charities reuse and learn from one another’s services.

Key Fund - Enterprise Toolbox

A fantastic resource with practical information for your business.

Learn about business planning, running a business, financing a business and more.