Financial Model and Operations Roadmap

By the end of this Project, we want a single, board-ready deliverable: a 3-to-5-year financial model and operating budget for Apna Saathi that our volunteer Core Group can adopt immediately.

The consultant will guide us in build a working financial model (spreadsheet-based or other) that includes:
1. Revenue projections by source — tiered membership dues, individual donations, grants, and sponsorships — under three growth scenarios tied to our membership milestones (50, 150, and 300 members).
2. Functional operating expenses — program, administrative, and fundraising — built around real cost drivers such as insurance, CRM/technology, part-time staffing, and community outreach.
3. Recommended reserve and contingency targets, plus a simple budget-to-actual tracking structure our volunteer board can use for ongoing oversight.
4. A short narrative summary/board memo explaining key assumptions, break-even points, and the membership growth needed for sustainability, so the model is usable by non-financial board members.

Success looks like: a completed, adopted financial model and first-year operating budget our Core Group and future board can present confidently to funders, donors, and prospective members; clarity on how many members and what revenue mix we need to be sustainable; and a model we can update ourselves as assumptions change. This deliverable also becomes the foundation for future, separately scoped engagements on accounting-system setup and internal controls.

Organization Mission

Improving the quality of life of patients and families dealing with serious or chronic illness