FM Business Plan Creation: Strategy & Financial Model
Budget: $750 – $1,500 USD
Board-Ready 5-Year Business Plan (Facilities Management) — PPT Deck + Financial Model + Charts
Project Overview: We are an established Facilities Management (FM) services provider in a Gulf region market. A previous business plan prepared by a consultant was not approved by top management, and we now need a new business plan from an internal/operator perspective.
We will provide:
* The prior (non-approved) consultant BP materials (for reference)
* Our own high-level direction and priorities
* Ongoing input and decisions during development
What We Need (Scope): Create a professional presentation-format business plan supported by a driver-based 5-year financial plan and clear charts.
Strategy & Plan Horizons: The plan must cover:
* Short-term (quick wins + stabilization)
* Mid-term (scaling + operational excellence)
* Long-term (strategic bets + new capabilities)
* No macroeconomic section is required (keep external market discussion minimal and practical).
Business Plan Content (PPT): A board-ready deck that includes (at minimum):
* Current-state summary
* Strategic priorities by horizon (short / mid / long)
* Growth initiatives (core FM + adjacent services as applicable)
* Operating model improvements (people, process, systems, governance)
* Commercial strategy
Financial Plan (5 Years): Provide a 5-year plan with:
* Revenue by segment/service line (as applicable)
* Direct costs, overheads & gross margin will be provided.
* Prepare EBITDA (or operating profit)
* CAPEX not required.
* Scenario/sensitivity options (at least Base & Upside optional)
* Clear linkage between initiatives and numbers (no “magic growth”)
* CAGR
Charts & Visuals: Include strong visuals in the deck (examples):
* Revenue and margin trend (5 years)
* Revenue mix evolution
* Scenario comparison
Deliverables:
1- PowerPoint deck (PPTX) — board-ready (clean design, consistent visuals)
2- Excel financial model (XLSX) — driver-based, editable, transparent assumptions tab
3- Assumptions log (slide + model tab) — sources/logic for major drivers (internal inputs are fine)
Tools / AI: AI tools may be used, but:
1- Must be disclosed in the proposal (which tools and how)
2- Outputs must be validated and tailored (not generic)
3- All content must be deliverable as editable PPTX + XLSX
Collaboration & Working Style: This is not a “hand it off and disappear” assignment. The freelancer must:
1- Share a proposed outline early
2- Run short checkpoints and incorporate our feedback
3- Treat us as a decision-making partner throughout
Timeline: Target completion: 7 calendar days from kickoff.
Suggested milestone structure:
Day 1: kickoff + review materials + agreed outline
Day 2–3: strategic content draft + roadmap
Day 4: financial model draft + initial chart pack
Day 5: Deck v1
Day 6: revisions + alignment
Day 7: final PPTX + XLSX + assumptions log
General Notes: the following is required
1- Timeline confirming ability to deliver in 7 days.
2- Your experience in FM / services businesses and board-level presentations.
3- AI usage disclosure.
4- Sign an NDA
Preferred Skills:
Business planning for services / FM / outsourcing
Financial modeling (driver-based, not just spreadsheets)
Presentation design (executive-level)
Project Overview: We are an established Facilities Management (FM) services provider in a Gulf region market. A previous business plan prepared by a consultant was not approved by top management, and we now need a new business plan from an internal/operator perspective.
We will provide:
* The prior (non-approved) consultant BP materials (for reference)
* Our own high-level direction and priorities
* Ongoing input and decisions during development
What We Need (Scope): Create a professional presentation-format business plan supported by a driver-based 5-year financial plan and clear charts.
Strategy & Plan Horizons: The plan must cover:
* Short-term (quick wins + stabilization)
* Mid-term (scaling + operational excellence)
* Long-term (strategic bets + new capabilities)
* No macroeconomic section is required (keep external market discussion minimal and practical).
Business Plan Content (PPT): A board-ready deck that includes (at minimum):
* Current-state summary
* Strategic priorities by horizon (short / mid / long)
* Growth initiatives (core FM + adjacent services as applicable)
* Operating model improvements (people, process, systems, governance)
* Commercial strategy
Financial Plan (5 Years): Provide a 5-year plan with:
* Revenue by segment/service line (as applicable)
* Direct costs, overheads & gross margin will be provided.
* Prepare EBITDA (or operating profit)
* CAPEX not required.
* Scenario/sensitivity options (at least Base & Upside optional)
* Clear linkage between initiatives and numbers (no “magic growth”)
* CAGR
Charts & Visuals: Include strong visuals in the deck (examples):
* Revenue and margin trend (5 years)
* Revenue mix evolution
* Scenario comparison
Deliverables:
1- PowerPoint deck (PPTX) — board-ready (clean design, consistent visuals)
2- Excel financial model (XLSX) — driver-based, editable, transparent assumptions tab
3- Assumptions log (slide + model tab) — sources/logic for major drivers (internal inputs are fine)
Tools / AI: AI tools may be used, but:
1- Must be disclosed in the proposal (which tools and how)
2- Outputs must be validated and tailored (not generic)
3- All content must be deliverable as editable PPTX + XLSX
Collaboration & Working Style: This is not a “hand it off and disappear” assignment. The freelancer must:
1- Share a proposed outline early
2- Run short checkpoints and incorporate our feedback
3- Treat us as a decision-making partner throughout
Timeline: Target completion: 7 calendar days from kickoff.
Suggested milestone structure:
Day 1: kickoff + review materials + agreed outline
Day 2–3: strategic content draft + roadmap
Day 4: financial model draft + initial chart pack
Day 5: Deck v1
Day 6: revisions + alignment
Day 7: final PPTX + XLSX + assumptions log
General Notes: the following is required
1- Timeline confirming ability to deliver in 7 days.
2- Your experience in FM / services businesses and board-level presentations.
3- AI usage disclosure.
4- Sign an NDA
Preferred Skills:
Business planning for services / FM / outsourcing
Financial modeling (driver-based, not just spreadsheets)
Presentation design (executive-level)