Business Plan Guide

NAME OF BUSINESS, LOGO AND ADDRESS
A Business Plan
Name of Partners
Name of Teacher
Month/Year
BUSINESS PLAN
TABLE OF CONTENTS
Page
EXECUTIVE SUMMARY
I. VISION AND MISSON

a. Vision and Mission
c. Goals
d. Objectives
II. COMPANY OVERVIEW

a. Name, Nature and Location of Business
b. Legal Business Description
c. Management Team
d. Strategic Alliances
III. PRODUCT STRATEGY

a. Product Description
b. Importance of the Product
c. Packaging, Labeling, and Branding
IV. MARKET ANALYSIS

a. Market Definition
b. Customer Profile
c .Competition
d. Demand and Supply
e. Risk
V. MARKETING PLAN
a. Sales Strategy
b. Pricing and Pricing Policy
c. Distribution
c. Advertising and Promotion
VI. PRODUCTION PLAN

a. Product Specification
b. Importance and its Application
c. Advantages and Disadvantages of Products
d. Volume Requirement
e. Materials and Equipment Requirement
f. Production Schedule
g. Production Layout
h. Detailed Flow Chart
VII. FINANCIAL PLAN

a. Assumption
b. Capital Requirement
c. Financial Statement
d. Exit/ Payback Strategy
VIII. CONCLUSION
IX. SUPPORTING DOCUMENTS
EXECUTIVE SUMMARY (Chapter highlights)
I. VISION and MISSION
A. VISION STATEMENT
(What will be the future of your business in years to come?)
B. MISSION STATEMENT
(What will be purpose of your business?)
C. GOALS
(What are the short-term goals of your business in the next three years?)
D. OBJECTIVES
(What are the specific objectives you want to accomplish for a year that will lead you to
your goals?)
II. Company Overview

A. Name, Nature and Location of the Business
(What is the name and nature of your business? What is the feature of your
business location?)
B. Legal Business Description
B.1. Form of the Business Organization
Partnership – discuss this legal form of business
B.2. Licensing and other Requirements for Setting up the Business

DTI Business Name
B.3. List of Owners

Name of Business Owners – Address
C. Management Team
C.1. Organizational Structure
Organizational Chart
(picture in corporate attire)

Name
General Manager
C.2. List of Officers

Show the name and position of each business partners
including the role of the workers if you intend to hire.
C.3. Job Qualification and Description

(What will be the qualifications and work to perform of each
partner?)
C.4. Profit Sharing Policy

How will you divide the provide among your business
partners? When? What mechanics do you have in mind?
D. Strategic Alliances
What are the government offices, institutions and organizations that
(picture in (picture in (picture in
can/help
(picture you
in
corporate attire)
with (picture in
corporate attire) corporate attire) corporate
corporate
your attire) Name Name Name attire)
business?
Name Name
Production Marketing Finance
Discuss its
Secretary/ Manager Procurem
Manager Manager
mandate,
Admin ent
programs Manager
and
projects.
III. Product Strategy
A. Product Description
(What are the products you will offer? Provide the name of the product, short
description, picture, and pricing)
B. Importance of the Product

(What are the benefits they would get from your product/services?
Highlight the best feature that will encourage and convince your market. You can get
these from your research articles. State your reference/s.)
C. Packaging, Labeling and Branding

(How will you package your product? Show your packaging prototype.)
IV. Market Analysis

A. Market Definition
(Who is your target market?)
B. Customer Profile
(How well you know your market?)
C. Competition (Who are offering similar product in your locality?)

C.1 Direct Competitor
C.2 Indirect Competitor
D. Demand and Supply

(What is the current status of the demand and supply of your product? Is
there a gap? If your reference does not have the figures, create an
assumption based on realistic conditions.)
E. Risk
(What are the problems that you might encounter in your business
venture?)
V. Marketing Plan
A. Sales Strategy
(How will you sell your product?)
A.1.Market Penetration
(What strategies will you implement to be recognized?)
A.2. Market Development

(What are the steps you will do to improve your product, processes
and systems)
A.3. Product Development

(What steps do you take in innovating your product?)
B. Pricing and Pricing Policy

(What pricing strategy will you implement?)
C. Distribution
(Where will your products be available? How will you make it available to
reach your target market?)
D. Advertising and Promotion

(What are the marketing strategies you will do to grow your market?)
V. Production Plan
A. Product Specification
What are the specifications of your products?
B. Importance of the Product and its Application

Discuss the importance of your products?
C. Advantages and Disadvantages of the Product
D. Production Volume Show your production capacity in a month
E. Materials and Equipment Requirements

Materials Description Quantity Price Supplier/s
Equipment Description Quantity Price Supplier/s
F. Production Schedule How will you meet your production volume?
G. Production Layout Show the layout of your target production area.
H. Detailed Flow Chart Show the step by step process in making your product.
Process Time
VII. Financial Plan
A. Assumptions
A.1. Production Data
A.1.1. Purchase Price of raw materials
A.1.2. Direct labor
A.1.3. Packaging cost
A.2. Sales Data
A.2.1. Selling Price or product
A.2.2. Sales Volume
A.3. Operating Expense
A.3.1. Advertising and Promotion Expenses
A.3.2. Salaries expense
A.3.3. Utility Expense (Light and Water)
A.3.4. Depreciation expense
B. Capital Requirement
Table X. List of Equipments and Materials
Items Total Number Needed Total Costs
TOTAL
B.2. Monthly Cost of Production and Operation

C. Financial Statement
Projected Income Statement
Sales
Less: Cost of Sales
Finished Goods Inventory, Beginning
Add: Raw Materials
Labor
Overhead
Total Manufacturing Costs
Total Costs of Goods Manufactured
Finished Goods Inventory,
Less:
Gross Profit
Less: Operating Expense

Salaries
Advertising and Promotion Expense
Utilities Expense
Depreciation Expense
Interest Expense
Net Income:
Projected Balance Sheet
ASSETS
Cash
Production Materials
LIABILITIES AND CAPITAL
Liabilities
Payables
Partner’s Capital
Total Partners Capital
Total Liabilities and Capital
Projected Monthly Cash Flow
Cash inflow
Sales:
Cash Outflow
Production & Operation Expense:
Interest Expense
Cash Balance, End
VIII. Conclusion (Is your business profitable and will be sustainable? WHY?)
IX. Supporting Documents (Attach all documents relevant in your business)

- DTI/SEC Registration
- Contracts
- Resume of the management team
- Policies
- Research Articles (the most relevant and recent, atleast 20 articles)
- Documentation during your interview and data gathering
Note: Please follow the format and other details in making your presentation organize. Margin -
1x1x1x1; Paper – Letter Size; Font – TNR, Arial, Century Gothic; Font Size – 11, Spacing –
Single; Paging is required.

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NAME OF BUSINESS, LOGO AND ADDRESS

I. VISION AND MISSON

II. COMPANY OVERVIEW

III. PRODUCT STRATEGY

IV. MARKET ANALYSIS

VI. PRODUCTION PLAN

VII. FINANCIAL PLAN

IX. SUPPORTING DOCUMENTS

EXECUTIVE SUMMARY (Chapter highlights)

I. VISION and MISSION

II. Company Overview

B.2. Licensing and other Requirements for Setting up the Business

B.3. List of Owners

(picture in corporate attire)

C.2. List of Officers

C.3. Job Qualification and Description

C.4. Profit Sharing Policy

B. Importance of the Product

C. Packaging, Labeling and Branding

IV. Market Analysis

C. Competition (Who are offering similar product in your locality?)

D. Demand and Supply

A.2. Market Development

A.3. Product Development

B. Pricing and Pricing Policy

D. Advertising and Promotion

B. Importance of the Product and its Application

C. Advantages and Disadvantages of the Product

D. Production Volume Show your production capacity in a month

E. Materials and Equipment Requirements

Equipment Description Quantity Price Supplier/s

F. Production Schedule How will you meet your production volume?

G. Production Layout Show the layout of your target production area.

B.2. Monthly Cost of Production and Operation

Less: Operating Expense

Projected Balance Sheet

LIABILITIES AND CAPITAL

Projected Monthly Cash Flow

IX. Supporting Documents (Attach all documents relevant in your business)

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