Business Planning

Having written over 100 business plans, I specialise in writing clear and deliverable reports that focus on evidencing financial sustainability with clear forward actions that can be achieved. I can help you with: 

  • Concept development and visioning
  • Stakeholder consultation
  • Marketplace research and best practice
  • Competitor analysis and differentiation
  • Legal and governance implications
  • Financial analysis and revenue projections
  • Securing board support and organisational buy-in

“David is so easy to work with – his extensive knowledge of the voluntary sector gave us confidence and his understanding of Home-Start nationally meant he got straight to the heart of our issues. 

His ability to critically challenge and produce a plan that everyone is comfortable with speaks of his professionalism. His insightful feedback on funding applications has been a lifeline and went beyond his initial remit.”

Coordinator, Home-Start Richmondshire

Example: Home-Start Richmondshire

Home-Start Richmondshire has been supporting families for almost a decade, including civilian and also armed forces families within Catterick Garrison.    

With the end of a five-year Lottery project, and reducing wider grant sources, the charity faced a deficit budget for the next financial year.

While the staff team is capable, it is limited to two part-time co-ordinators and one administrator. A Business Plan was required to identify achievable goals to increase fundraising activity. 

A series of meetings were held at all levels to understand the current situation and map out future opportunities, and aside stakeholder engagement, a detailed business plan was developed. This focused on identifying practical short-term actions to increase capacity and implement fundraising opportunities, with bolder trading ideas for the longer-term.

The evidence base also supported several grant funding applications; securing over £100,000 From Garfield Weston, Henry Smith, and the Royal British Legion – supporting operations for the next three years of delivery.  

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“David was a key part of our project team, providing invaluable support and developing a high quality document proving project viability.

He developed effective relationships with all involved in the project, gaining trust and providing professional advice with discretion on sensitive matters.”

Principal Project Manager, Warrington Borough Council

Example: Warrington Borough Council

The Council was developing its Heritage Fund (as was HLF) round 2 submission for its £3.8 million Walton Conservatory Estate project, and required a business plan to support the Heritage Fund application. The project involved two community-based partners, and the business case was complex and involved several areas of potential conflict.

I worked between the three organisations to understand their roles in delivery, and where their core requirements and potential compromises existed. Wider research complemented this insight, alongside ongoing liaison with the full capital, revenue, and activity based teams. From this I developed a deliverable business model for the project that secured the buy-in from all parties.

My support demonstrated that in austere times there are opportunities to work with the third sector to create lasting social value. The scheme was successful and awarded the full £2 million of funding.

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“David met us, out of office hours and at our business premises, he took his time getting to know us and what we wanted to achieve. His patience, understanding and enthusiasm was such an enormous help to us and he gave us the confidence to put our dream in action. 

All of the directors were impressed at the amount of research David had carried out into our area of interest. His attention to detail is superb and we were absolutely thrilled at the end result. TyNi has no hesitation in highly recommending this very talented professional.”

Director, TyNi North Wales

Example: TyNi North Wales

As a start-up social enterprise, TyNi seeks to provide a homely, supportive and nurturing environment for 16 to 18 year olds in crisis that provides boundaries and structure. There is a strong emphasis on encouraging independent living skills and goal setting, leading to training and ultimately increasing employability.

The directors knew a business plan was required, especially to influence stakeholders and draw support, but had limited experience and time with which to develop the document. I initially met on-site to understand the current situation and the plans for the future, and we then focused on defining the operational delivery model and the implications for those involved. A detailed three-year revenue cashflow forecast was also included to evidence viability.         

As a result of the business plan and the wider skills development, TyNi is currently in discussion with Conwy Council regarding the contractual delivery of accommodation support to vulnerable young people.

For a case study of this example, or for further information on how I may be able to support you, please … 

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