Republic of the Philippines

Department of Education
Division of Tagum
TAGUM NATIONAL TRADE SCHOOL
Apokon, Tagum City

A business plan on____________

In Partial fulfillment of the Subject

Entrepreneurship 9

Submitted by:

(WRITE YOUR NAME HERE)

Grade & Section

Submitted to
:
ROSANNIE C. PARDILLO
Teacher
Acknowledgement
 Table of Contents

Part I
The problem /needs in the environment…………………………………………………… 1

Part II
Vision, Mission and Goals ……………………………………………………………………. 1

Part III
Behavior of the product …………………………………………………………………..…… 2

Part IV
Location of the Business ………………………………………………………………………. 2

Part V
Marketing Plan …………………………………………………………………………………… 3
Organizational Plan ……………………………………………………………………………. 4
Production Plan …………………………………………………………………………
Financial Plan …………………………………………………………………………..

Appendices

EDIT THIS TEMPLATE

Don’t forget to erase unnecessary data
THE PROBLEM/ NEED IN THE ENVIRONMENT

Vision

Mission

Business goals are as follows:

a. The operation will started on

b. The location could be reached by
c. The business could be expanded by

Business Name :
Location :

Name of Owner :

Introduction :

is a registered business engaged in

owned by .

1. Description of the Business

The business is engaged in the distribution of or production, or of servicing
customers.

2. Product/Service
The product/service is

3. Market

4. Location of the Business

The business is located at

It can easily be reached by .

LOCATION OF THE BUSINESS

 You can include the sketch of your location map here

Marketing Plan
 1. Competitors are as follows:

(State the name of the company and other relevant facts such as size and
possible sales)

A competitor’s profile includes price, quality, location, image projected,

strategies of selling and operations.

2. Price
The current price is _____. It is derived from the following factors:
(production cost and marked up costs) .

3. Marketing strategies
The product will be distributed in the following manner:
Product:________________________

Target Market: Who will buy your product/service? Why will they buy it?

OTHERS
PRODUCT
AGE JOB RESIDENCE (Please
INTEREST
Specify)

___________ ___________ ___________ ___________ ___________

Competitors: Who else sells a product or service similar to yours?

(List up to three)

Example:

a. Panaderia

b. Cherries Bakeshop

c. Julies Bakeshop

Do your competitors have a large clientele, or they seem to be busy?

______________ Yes ______________ No

When your competitors are most busy?

HOURS DAYS MONTHS

a.____________________ ______________________ _____________________

b.____________________ ______________________ _____________________

c.____________________ ______________________ _____________________

Where do your competitors’ customers live?

a. Within one kilometer: Two to five kilometer:

b. Within one kilometer: Two to five kilometer:

c. Within one kilometer: Two to five kilometer:

 Comparison Chart of Competitors:

Directions: Underline the appropriate answer that best describes the statement.

COMPARE Excellent Heaven’s Touch Pan de Manila

Market Share % GOOD,FAIR,POOR GOOD,FAIR,POOR GOOD,FAIR,POOR

Quality GOOD,FAIR,POOR GOOD,FAIR,POOR GOOD,FAIR,POOR

Location GOOD,FAIR,POOR GOOD,FAIR,POOR GOOD,FAIR,POOR

Size of Facility LARGE,MED,SMALL LARGE,MED,SMALL LARGE,MED,SMALL

Prices HIGH, AVERAGE,LOW HIGH, AVERAGE,LOW HIGH, AVERAGE,LOW

Reputation GOOD,FAIR,POOR GOOD,FAIR,POOR GOOD,FAIR,POOR

Pricing:

How much will you charge?______________________________________

Why will you charge this price? __________________________________

How much do your competitors charge?__________________________

Why do your competitors charge that price?______________________

Advertising
 Indicate choice of sales tools: REASON FOR CHOOSING THIS METHOD

Telephone _________________________________________________________

Personal Contact _________________________________________________________

Paid Advertising _________________________________________________________

a. Newspaper Ads
b. Radio and TV
c. Posters, signs and billboards
d. Direct mail brochures, flyers, letters, samples (choose one)
Free Publicity _________________________________________________________

Public Relations

What can you do to get the attention of the potential customers:

Newspapers? ________________________________________________

Magazines? ________________________________________________

TV Stations? ________________________________________________

Radio Stations? ________________________________________________

Promotions ________________________________________________

Which of the following will you use to get your product or service into the hands of
the customers? Why?

Games ________________________________________________

Coupons ________________________________________________

Special Prices ________________________________________________

Double Offers ________________________________________________

Other (pls. specify) ________________________________________________

Organizational Plan
 1. Management
SAMPLE ONLY, MAKE YOUR OWN

Paul Murray
Manager/Owner
Manager

David Jones
Supervisor
Supervisor

Raul Rodriguez
Clerk
Clerk

Janitor

2. Business Team and their function:

Manager –  person who has control or direction of an institution, business, etc., or

of a part, division, or phase of it.

Supervisor – a person who supervises workers or the work done by others.

Clerk – a person employed, as in an office, to keep records, file, type, or perform

other general office tasks.

Janitor - a person employed in an apartment house, office building, school, etc., to

clean the public areas, remove garbage, and do minor repairs; caretaker.

Production Plan
 The Production Paradigm

I.Inputs Outputs
II.
Transformation
Process
LABOR FINISHED PRODUCTS:
SECTION V
ASSEMBLING
LAND BAGS
CANNING
CONSTRUCTING T-SHIRTS
CULTURING
DRAWING
SEWING
MILLING
PRINTING
BAKING

Please refer to the module for the sample

Financial Plan
1. Sources and application of funding:
Secure financial assistance from

For the following purposes

Using the following collaterals

2. Capital Equipment List

The capital and equipment lists are the following:

Briefly describe the equipment and their uses. Include processes employed
in the production)

3. Balance Sheet

(Name of Business)

Balance Sheet

June 30, 20XX

ASSETS

Cash P xxx,xxx.xx

Account Receivable xxx,xxx.xx

Supplies xxx,xxx.xx

Equipment xxx,xxx.xx

TOTAL ASSETS P xxx,xxx.xx

LIABILITIES AND OWNER’S EQUITY

Accounts Payable P xxx,xxx.xx

Bank Loan xxx,xxx.xx P xxx,xxx.xx

Capital P xxx,xxx.xx

Add: Net Income xxx,xxx.xx

Total xxx,xxx.xx

Less: Drawing xxx,xxx.xx xxx,xxx.xx

TOTAL LIABILITIES AND OWNERS EQUITY P xxx,xxx.xx

Example of financial plan:

Tasty Bakery, has an initial capital of P 100,000.00. There will be five members.
Each of the members shall share Php 20,000.00. The following are the tools and
equipment use in business operation.

Example:

Equipment Uses Picture

Use for storing food and beverages.

Refrigerator

Oven is a thermally insulated chamber

used for the heating, baking,
or drying of a substance, and most
commonly used for cooking.

FIXED COST -   also known as indirect costs or overhead costs, are

business expenses that are not dependent on the level of goods or services
produced by the business. 

VARIABLE COST - an expense that rises or falls in direct proportion to production

volume. Variable costs differ from fixed costs, which remain the same even as
production and sales volume changes. Common variable costs include: Raw
materials.

Monthly Expenses (estimated expenses in a month enumerate here including the

fixed cost and variable cost)
 Table 1

MONTHLY EXPENSES

FIXED COST

Rental PhP3,000.00

Salaries:

Baker 3,500.00

Helper 3,000.00

Roller 450.00

Mixer 900.00

Slicer 200.00

Tools & Utensils 175.00

(A)TOTAL FIXED COST PhP 11,225.00

VARIABLE COST (Month)

Raw Materials

Flour PhP 3,000.00

Butter/Lard 550.00

Yeast/Leavening 120.00

Egg 1,000.00

Flavoring 500.00

Sugar 1,000.00

Telephone Bill 600.00

Electricity 1,000.00

LPG 1,000.00

Water 500.00

Transportation 1,000.00

Miscellaneous 2,000.00

(B)TOTAL VARIABLE PhP 12,370.00

 COST

(A+B) TOTAL MONTHLY Php 23,595.00

COST

Table 1 shows the projected expenses per month during the initial year of
operation. It is noted that fixed cost is greater that the variable costs.

Table 2

PROJECTED REVENUE

Projected Projected
Daily Yearly
Types of Volume Volume Monthly
Costing Projected
Bread Revenue
Revenue Revenue
Daily Monthly

C - P 22.00
Tasty ang
M – P 5.00 25 P 675.00 750 P 20,250.00 P243,000.00
Bread ko!
SP – P 27.00

C - P 3.00
Pandelicio
M – P 2.00 1000 P 5,000.00 30,000 P 150,000.00 1,800,000.00
us
SP – P 5.00

1,025 P 5,675.00 30,750 P 170,250.00 P2,043,000.00

Cost – C Mark-up - M Selling price - SP

How to Compute:

Cost + Mark-up = Selling Price

Example: Tasty ang Bread ko!

3.00 (cost) + 2.00 (mark-up) = 5.00 (selling price)

Daily Revenue:

Projected Volume (estimated how much of your product will be sold in a day)

Projected Volume x Selling Price = Daily Revenue

Example: 1000 (projected volume) x 5 (selling price) = P 5,000.00 (daily revenue)

Projected Volume Monthly (projected volume x 30 days)

Example: 1,000 x 30 = 3,000.00

Monthly Revenue:

Selling price x projected volume monthly = Monthly revenue

Example: 5.00 (selling price) x 3,000 = P 150,000.00 (monthly revenue)

Yearly Projected Revenue:

Monthly revenue x 12 months = Yearly projected revenue

Example: P 150,000.00 x 12 = P 1,800,000.00 (yearly projected revenue)

Table 3

MONTHLY PROJECTED COST REVENUE

Jan Feb Mar Apr May Jun

Revenue P67,500.00 P69,187.50 P72,646.88 P79,911.56 P87,902.72 P96,692.99

Cost P23,595.00 P24,184.88 P25,394.12 P27,933.53 P30,726.88 P33,799.57

Projected P43,905.00 P45,002.63 P47,252.76 P51,978.03 P57,175.84 P62,893.42

Net Profit

Jul Aug Sep Oct Nov Dec Total

P99,110.32 P94,154.80 P91,800.93 P87,210.88 P104,653.06 P125,583.67 P1,076,355.31

P34,644.56 P32,912.33 P32,089.52 P30,485.05 P36,582.06 P43,898.47 P376,245.98

P64,465.75 P61,242.47 P59,711.40 P56,725.83 P68,071.00 P74,878.10 P700,109.33

Table 4 shows that the months from August to October are considered
non-peak months. It is assumed that the business grows by its monthly profit
because of old and new consumers of the products. According to the table shown
above, August to October are non-peak months (5% loss from previous month is
computed) whereas June, November and December are peak months (for June,
10% increase of sales from previous month and 20% for the latter months).

Break-Even

Total Revenue (TR) = Fixed Cost (FC) + Variable Cost (VC)

When TR is greater than FC and VC means the business is earning profit.

When TR is less than the FC + VC means the business is losing.

When TR = then FC + VC, the business is break-even.

Tables showed the projected cost and revenue by month. Based on the
table the Total Revenue is greater than the combined fixed and variable cost. It
indicates that Anong Sarap Bakery has the great potential of generating profit.

Examples of Projected Income Statement and Cashflow

Table 4

ANONG SARAP BAKERY

PROJECTED INCOME STATEMENT

FOR THE YEARS ENDED 2019 AND 2020

2019 2020

REVENUE PhP 1,076,355.31 PhP 1,237,808.60

Cost /Expenses PhP376,245.98 Php432,682.87

Projected Net Income PhP700,109.33 PhP805,125.73

Projected Income for the year is expected to by at least rise by 15%

 Table 5

CASH FLOW 1ST QUARTER OF 2019

January February March

Beginning Cash Balance P 40,000.00 P 60,310.00 P 81,127.75

Cash Inflows

Net Income P 43,905.00 P 45,002.63 P 47,252.76

P 83,905.00 P 105,312.63 P 128,380.51

Cash Outflow

Fixed Cost P 11,225.00 P 11,225.00 P 11,225.00

Variable Cost P 12,370.00 P 12,959.88 P 14,169.12

P 23,595.00 P 24,184.88 P 25,394.12

Ending Cash Balance P 60,310.00 P 81,127.75 P 102,986.39

I. For the initial operation of Anong Sarap Bakery, the investments shall come
entirely from its 5-member team sharing equally. Each will have 20% capital
share.
II. The initial source fund may be generated by special fund - raising activities
from the school. This can also be coursed through the YECS for the
students to invest.
III. Based on our projection the business will earn 2.5% on the first month and
5% on the second month. Having this as a continuing trend, it is expected
that after a year, the 15% return on investment is highly feasible.

Break-even Analysis
(It is a tool used by an entrepreneur in solving managerial problems). It
compares the total resources (TR) with the total cost (TC)

Break-Even

Total Revenue (TR) = Fixed Cost (FC) + Variable Cost (VC)

When TR is greater than FC and VC means the business is earning profit.

When TR is less than the FC + VC means the business is losing.

When TR = then FC + VC, the business is break-even.

Income Projection (Profit-Loss Statement)

a. Detailed by month(for the first year)

(Name of Business)

Income Statement

For the Month Ended June 30, 20XX

REVENUES P1,000,000.00

OPERATING EXPENSES

Salary Expense P 320,000.00

Rent Expense 100,000.00

Supplies Expense 30,000.00

Total Operating Exp. P 450,000.00

NET INCOME P 550,000.00

II. SOCIAL IMPACT

 This part should enumerate the impact of the business activity to its
employees, consumer and the community as well. Social impact should also
emphasize social responsibility to sound environment and sanitation
practices.

The impact should be stated in a clear and concise statement that is

anchored on the mission, vision and values of the business.

Social Impact Sample Form

1. Anong Sarap Bakery aspires to be the most admired cooperative

bakeshop in Marikina City. Its unique feature is the cooperative spirit
among its incorporators. In the next years to come we want this bakery
to be operative inside the ERVHS Campus, where students can have their
on-the-job-training (OJT) and they can invest in the future.
2. Anong Sarap Bakery will conduct activities that would promote spirit of
entrepreneurship through active participation in community and school
activities since they are the number one clientele of the bakeshop.
3. Our target is to have a bakeshop where students through their on-the-
job-training (OJT) program can work with. It vows to support the
training needs of the school in terms of baking, marketing, back office
operations and food service. Anong Sarap Bakery considers itself as
partner in progress of the community and school.

Please refer to the module for the sample

Appendices
Attach your resume here (background of the writer)include your photo
and your survey questions here.

Sample format of resume

 Place
Your
Photo
here

Name:
Address:
Email address:
Cellphone #:

Personal Data

Age:
Birth Date:
Birth Place:
Citizenship:
Cicil Status:
Height:
Weight:
Name of Mother:
Name of Father:

Educational Background

School Year Graduated

Elementary
Secondary
Tertiary

References
Place the link here if you do research or the details of the books you use.