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Planning Process Guide :
If you are reading this, it means that you have accepted a leadership position in developing 2-1-1 for your community, as either:
- A local comprehensive information and referral agency
- A collaborative group of I&R providers
- An agency of county or municipal government
- A local United Way

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Local Planning Inventory :
If there can be firm agreement on the vision of what 2-1-1 will look like if it is successful and on the values that will guide the development and operation of 2-1-1, then later strategic and operational decisions will be that much easier to make. These organizational basics are at the heart of planning for 2-1-1.

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State Planning Inventory :
If there can be firm agreement on the vision of what 2-1-1 will look like if it is successful and on the values that will guide the development and operation of 2-1-1, then later strategic and operational decisions will be that much easier to make. These organizational basics are at the heart of planning for 2-1-1.

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Financial Model :
The 2-1-1 financial model is an overview of the expense model for projecting costs at the local and state office levels.

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Business Plan Templates :
This Business Planning Process & Template has been designed to produce top quality business plans in a time efficient manner. However, this tool is not a substitute for avoiding the rigorous planning work that must happen prior to the writing of the Business Plan and preparation of the Financial Projections.

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