Chapter Annual Planning

Key Resources for Chapter Leaders preparing for a new Fiscal Year (October 1-September 30)

Chapter Operating Plan Template - Annual planning document that kicks off at the SCORE National Leadership Conference held in August each year. 

Chapter Financial Plans and Fiscal Year Budgeting - As part of the Chapter Operating Plan, chapters are to have a financial plan to ensure the chapter has the financial resources to fund its operating plan objectives as well as remaining financially viable for years to come.

Leadership Monthly Reports - ideas of resources that are available for chapter leaders to check monthly or as needed and adjust chapter operations accordingly.

SCORE Headquarters' Strategic Plans 2020-2025 - Updated in October of each year, and shared for reference under One SCORE and organizational alignment.

View all Operating Forms - Anything that your chapter might need throughout the year.