What does the outing have to return?

How the plan is built

The business outing adds golf, food and drink, service and tax on the food and drink, and prizes and gifts. It then shows how many new clients, or how many clients you keep, it takes for that cost to come back in one year of client value.

The charity fundraiser adds entry fees and sponsorships, subtracts the same cost lines, and shows what is left for the cause. Nothing is saved on our servers until you email yourself the breakdown. The link you copy keeps the numbers in the address, so a colleague opens the same plan.

Frequently asked questions

How does the business plan decide how many clients I need?

It adds golf, food and drink, service and tax on the food and drink, and prizes and gifts for every guest. It divides that cost by the yearly value of one client and rounds up to a whole client, with a minimum of one. It counts one year of client value and does not predict how many prospects will actually sign.

How does the charity plan work out what the event nets?

Revenue is the number of golfers times the entry fee, plus your total sponsorships. Cost is golf, food and drink, service and tax on the food and drink, and prizes and gifts. The net is revenue minus cost, and the margin is the net divided by revenue.

What does the service and tax percent cover?

It is the service charge and the sales tax on food and drink only, added together. It is not applied to golf or to gifts, and it does not put tax on top of the service charge. Use the percent on your course's event order.

Is the result a forecast?

No. The plan uses only the numbers you enter. It does not predict attendance, how many sponsors you will sign, or whether a prospect becomes a client, so treat it as a planning aid rather than a guarantee.