Module 3a - Financial Analysis

Social Enterprise Learning Toolkit

This module of the Social Enterprise Learning Toolkit provides an overview of financial analysis and provides essential tools for establishing budgets, understanding true cost analysis of income sources and expenses, and applying key business ratios within the context of a social enterprise.

The Social Enterprise Learning Toolkit comprises the following eight modules: 1) Governance, 2) Leadership, 3) Financial Analysis and Social Value Models, 4) Product & Markets, 5) Business Operations, 6) Customer Relations, 7) Marketing, and 8) Risk Analysis.

Each module has its own slideshow presentation (which includes a worksheet at the end) as well as key documents to download and links to other related resources.

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