FM Business Plan Creation: Strategy & Financial Model

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 ID: 40228868