Sunblink Business Planning Template

Business Planning Template

The aim of this simple business plan is to aid us to understand what you have done in your past and what you are looking to do in your future, so we can build a model that works best for you. It is simple to complete and should take no more than 5 minutes.
Company Name
(If known, leave blank if you are not sure – we can help with name & branding ideas)
Director Names

SECTION 1

FOUNDER PROFILE - HISTORICAL PERFORMANCE AND EXISTING SECTOR / CLIENT BASE

Desk Type:

Rows	Name	Permanent / Contract / Split Desk:	% Split
1
2

Revenue (Billings / NFI) Generated:

Rows	Name	2023	2024	2025
1
2

What % of the above billings has been 360 degrees?

Please fill out these averages for the last 12 months:

Rows	Name	Average Perm Fee (GB£)	Average Perm Fee (%)	Largest Single Perm Fee (GB£)	Average Timesheet Margin and Regularity
1
2

Primary Sector / Geography / Typical Target Client Type:
Typical Sample job titles recruited for:

Do any Directors have any history of the below?

Rows	-
Existing Business or Personal Debt
Criminal record
Bankruptcy or insolvency

It’s important for us and for you to ensure this model is one that gives you personal financial success – to help us to give you guidance, please let us know the following:

Rows	-
Current Annual Gross Basic Salary
Expected Gross Annual Commission & Bonuses
On Target Gross Earnings per annum
Any other benefits (Pension, medical, car, etc)
Any share ownership in current company?

What net income, if any, do you need to cover your living expenses when you first launch, until your billings commence?
per month
If you have savings to cover your livings expenses when you first launch until your billings commence, how long will that see you through?
months
What is your current notice period or final day of employment?

SECTION 2

SHORT TERM BUSINESS PLAN – YEAR 1
What is your target launch date for your business (i.e. first day of trading)?

DayMonthYear
2 digit day, 2 digit month, 4 digit year

Target Revenue Generation – expectations of first year billings

Rows	Name	Q1	Q2	Q3	Q4	Yr 1 Total
1
2

Sector / Geography / Target Clients during Restricted Covenance (if applicable):
Potential Threats / Challenges / Risks – Year One:
We can review your contractual restrictions, to make sure you don’t violate non-compete clauses – if you would like us to do this, then please send a copy of your current employment contract.

SECTION 3:

LONG TERM BUSINESS PLAN – 5 YEAR AND BEYOND / EXIT STRATEGY
Do you plan on growing beyond the directors?

Please outline your company target headcount and revenue growth targets over the next 5 years:

Rows	Yr 1 (from above)	Yr 2	Yr 3	Yr 4	Yr 5
Headcount – End of Year
Revenue Target – End of Year
Perm / Contract % Split

Do you have an Exit plan or long-term objective in mind? (Build to Sell, Mgmt buyout, lifestyle business, etc)
If Yes, please outline your Exit Plan or Long-Term objectives:

SECTION 4:

INVESTMENT
Are you looking for financial investment into your company to help you start?
If Yes, how much are you looking for?
What % of your company are you prepared to offer for this investment?

SECTION 5:

REFERENCES

Please provide the names, contact information and relationship for some references – these can be character references, work references or client references. We appreciate this can be difficult, so please feel free to discuss with us. WE WILL NOT CONTACT THEM WITHOUT DISCUSSING WITH YOU AND WE WILL BE PROVIDING YOU WITH OUR REFERENCES.

Rows	Name	Contact Information	Relationship
1
2
3
4

Should be Empty:

Business Planning Template

SECTION 1

SECTION 2

SECTION 3:

SECTION 4:

SECTION 5: