Republic of the Philippines

Laguna State Polytechnic University

Province of Laguna

BesTea Milktea House

A Business Plan Presented to

The Faculty of Business Management and Accountancy

Laguna State Polytechnic University

San Pablo City Campus

In Partial Fulfillment

Of the Requirement for the Degree of

Bachelor of Science in Office Administration

Infante, Charish Ann L.

Capule, Patricia Mae

Tenerife, Bernadette

Rosales, Rolly
I. Introductory Page

A. Name and address of Business

 Type of Business: Joint Partnership Business

Name of Business: BesTea Milktea House

Address of Business: Inocencio Barleta St., Brgy IV-B, San Pablo City, Laguna

B. Name and address of the principals

The BesTea Milktea House is located at Inocencio Barleta St., Brgy IV-B, San

Pablo City, Laguna, Philippines, near at Iglesia Ni Cristo opposite Seventh-Day

Adventist Church. It was a Joint Partnership business of Patricia Mae Capule and

Charish Ann Infante.

C. Nature of Business
 The BesTea Milktea House is a tea establishment that deals in all flavors of milk

tea and fruit tea. We will sell our milk tea and fruit tea in a milk tea cup. Our BesTea

Milktea House will provide all the best experience to our different customers. We will

not only sell a tea alone, we will intend to deal in various products that are associated

with milk tea and fruit tea as well as offer services that are in line and connected with

tea. Some of the product and services are, different flavors (milk tea and fruit tea) and

a topping (tapioca pearls), for appetizers like fries and nachos. In services we offer

dine in, walk in, to go and delivery.

D. Statement of Financing Needed

BesTea Milktea House will obtain through the capital of the owners through

bank loan, established by Patricia Mae Capule and Charish Ann Infante on the 4 th of

January year 2021. Our financial plan is based on our research into similar business in

the similar communities. We estimated for equipment, rent and other operating

expenses. As an owner-operated business our top priorities in the first three years are

repaying our long-term loan, paying our employees, covering our expenses on time

and generating our modest profit.

E. Statement of confidentiality report

Business Plan Confidentiality Agreement

This agreement is to acknowledge that the information provided by BesTea

Milktea House, Joint Partnership in this business plan is unique to this business and

confidential; therefore, anyone reading this plan agrees not to disclose any of the

information in this business plan without the express written permission of BesTea

Milktea House.

It is also acknowledged by the reader of this business plan that the information

furnished in this business plan, other than information that is in the public domain,

may cause serious harm or damage to BesTea Milktea House and will be kept in the

strictest confidence.

Your signature below executes this agreement. Thank you in advance for your

cooperation and understanding.

Signature: Date:

Name (typed or printed):

F. Executive Summary

Milk tea shop is popular among young to young adults. But in our milktea house,

it’s not just for young and young adults, it is for everyone because it serves a healthy
drink. Our business, BesTea Milktea House is far from the plain looking tea that you

are familiar with. It is non- alcoholic and non-carbonated. The tea we use is a real

black tea. Most of the people nowadays are health conscious and looking for healthy

drinks such as milk, tea, smoothies and fresh fruit juices. We serve milk tea and also

fruit tea for non- tea lovers. The cup that we are using is a plastic hard cup that can be

reusable. BesTea Milktea House will serve a life time promo that will attract and

excite the customers. Promoting the products of BesTea Milktea in our social media

platform like in Facebook page (BesTea Milktea House) and on Instagram

(@_besteamilkteahouse) to ensure that we thoroughly advertise our product and

services. BesTea Milktea House is open for walk in, dine in, to go and delivery.

There is a new tendency for people to try new products and services, teenagers

and students are the most interested on what is trendy nowadays. But also, we will try

to attract new customers by creating and improving a new tendency of drinking tea for

all ages. Our pricing is ranging from 99 to 199 pesos, for regular size (16oz) cost 99

pesos, large size (22oz) 130 pesos and extra-large (1liter) 199 pesos, that is cheap and

unique price compare to competitors because our product has a life time promo of buy

one take one.

The business is looking forward to add some specialty mix or mixing with
different drinks like yakult mix, creamy latte mix, creamy milk tea mix, coffee drinks

and coolers. And to grow our business, we are also looking forward to build another

branch in other location.

BesTea will assure that our employees are well trained and their knowledge,

skills and abilities will enhance more. They will be focus on what they are positioned.

Also, the manager will know what else need to be improved on their skills so that they

will be professional at doing their job. We will be having a general assembly where

everyone can tell their opinions on how to improve and grow the business.

Every nutrition month, the business will be having a feeding program in a

selected public elementary school every year and they will give to some teachers of

their delicious and best seller milk tea or fruit tea, so the business will be even better

known.

BesTea Milktea House has contingency plan to assure that in case of emergency

or disaster might happen, they will have an emergency action plan, evacuation center

or a safety place for the customers, workers and equipment. Food security is also

matter to this business. For all of the important files, it will be back up in case it will

be damage or lost. BesTea will have a backup plan for all of this especially for the

business continuation, they will make arrangements to their supplier to obtain a

supply and equipment needed.

 For employee’s health and safety, the management will provide a safe work

environment. Business policies are given for a better workplace safety that wearing a

prescribed uniform is a must during working, unplugging all the power cord after

working hours, and a fire extinguisher would be place inside the store and production

area. Employee conduct, that employee must report every single information that

happens in the business. Disciplinary, evaluation of the employee should be done

monthly. Equal opportunity, policy of treating employees without discrimination

especially on the basis of sex, race or age.

The management or the owners shall implement accountability, communication

and transparency to the workers and customers to have a successful business.

At BesTea, we stay true to our word by always providing the best quality

experience, customer service and tea. BesTea will assure you a bond that lasts forever!

Business Description

BesTea Milktea House is a new tea house located at San Pablo City. Managed by

the owners Patricia Mae Capule and Charish Ann Infante, their love for teas will make

the transition to owning and running a teahouse.

BesTea Milktea house will offer a lifetime BUY 1 TAKE 1 promo for you. We

will serve a full range of tea and a real black tea, as well as appetizers, nachos and

fries. BesTea will also give you different flavors of tea that you deserve. Our product
is unique from others for offering a low price compared to others. We are also using a

hard cup to reduce using of plastic to save the environment.

Our Mission

Our mission is to satisfy our customer with our buy 1 take 1 lifetime promo.

Our milk teas are all-natural milk and its best tasting that will make our customers

happy. Our business expects that the people of the town will not get loss of interest of

buying to us because besides from the great taste of our milk tea it is also has a cheap

price that can make them buy a lot to satisfy their cravings.

Goals and Objectives

The BesTea’s Milktea House goal is to bring milk tea experience closer to home,

while its objective is to convert alcohol drinkers to milk tea drinkers.

Products

Our product is far from the plain looking tea that you are familiar with. It is

non- alcoholic and non-carbonated. The tea we use is a real black tea. The tea is

sweet, though you can less the sugar as much as you want. The drink usually a mix of
milk, tea, sugar, flavor and a tapioca ball or also known as tapioca pearls. We offer a

huge variety of flavors to try. We serve milk tea and also fruit tea for non- tea lovers.

The cup that we are using is a plastic hard cup that can be reusable. BesTea Milktea is

a must and the best tea ever!

Marketing Strategy

BesTea Milktea House grand opening will have a promotion of free upsize in all

milk tea and fruit tea flavors. We will promote our business in our social media

platform like in Facebook page (BesTea Milktea House) and on Instagram

(@_besteamilkteahouse) to ensure that we thoroughly advertise our product and

services. We will encourage our customers through promotions like we will offer a

lifetime BUY 1 TAKE 1 promo. Our Buy 1 Take 1 promo is a huge advantage for our

consumer because they will get a 2 cups of milktea for a cheaper price compared to

others. It is also an advantage for the owner itself because the people will enjoy the

product.

Advertisement

The aim of advertising for BesTea Milktea House is to create customer

awareness for our milk tea and their related products through our Facebook page

(BesTea Milktea House) and on Instagram (@_besteamilkteahouse), we will post the

promo, discounts and the incentives that we will give to our customers, we will also
include the location of BesTea Milktea House.

Target Market

The target market of our BesTea Milktea House can take by almost everyone like

young people to adults especially the teenagers and students. There is a new tendency

for people to try new products and services, teenagers and students are the most

interested on what is trendy nowadays, they consume milk tea often. We will try to

attract new customers by creating and improving a new tendency of drinking tea for

all ages and develop promotional strategies that target more.

II. Industry Analysis

A. Future Outlook and Trends

Most of the people nowadays are health conscious and looking for healthy drinks

such as milk, tea, smoothies and fresh fruit juices. Milk tea shops is popular today so

we have so many competitors that’s why we’re planning some promotions for our

products and improving our products like searching and trying new flavors and types

that will excite the customers and attracting them to purchase our products. We will

share this to our website or social media platforms to inform them. BesTea Milktea

house will offer a lifetime BUY 1 TAKE 1 promo. Our product is unique from others

for offering a low price compared to others. We are also using a hard cup to reduce
using of plastic to save the environment.

B. Analysis of Competitors

BesTea Milktea House determine the competitors as Gotcha-a! I Love

Milktea, Rocks & Tea, BLK TEA, Bubba Tealicios Pearl Milk Tea Place,

Mobile Bubble Tea, Patrix Icecream and Milktea, Abeoji Milk Tea, Happy

Cup, Ochado, Serendipity Tea Bar, Hubbys Tea House, Thirst-tea Gorilla

Milktea, Chatime, Infinitea, Ninetea’s Milktea House, Gong Cha, Planes and

Brews.

SWOT Analysis

Strengths

We have several strengths that will be beneficial to our milk tea business. First,

we provide high quality and healthy beverage at affordable prices. Second, we have

strong distribution channel to reach our customers who are far away. And lastly, we

have competent and efficient employees who understand the beverage market and

they know that it will take us to the top and also the owner who have required

experienced needed to ensure that we become the brand we intend to be.

Weaknesses

Our weaknesses are from the fact the we have so many competitors in the
market, we would be battling with other healthy drinks, and difficulty to create an

identity and stand out.

Opportunities

We have several opportunities that we intend to continually improve and

introduce new products and innovation. Also, we are building a brand that we want to

ensure is attractive to investors.

Threats

We expect to experience strong competition from other milk tea shop in the same

location or around us. Also, we expect issues such as people claiming to have health

issues from taking our product and some problems about our services. Regardless of

the threats that we will going to face, we have strong determination to ensure that we

will overcome it and proactive to these issues

C. Market Segmentation

Market segmentation will be focus on reaching the customers like young and

adults who are tea lovers and fruits lovers that prefer healthy drinks. They will be

interested in our products because of the cheap price and a life time promo of buy one

take one.
 PROCESSING
MANUFACTURING
SERVING

CUSTOMER SERVICES
BESTEA MILKTEA SERVICES
HOUSE
HUMAN RESOURCE

RETAILING WALK-IN CUSTOMERS

DELIVERY

D. Industry Forecasts

As the business launched the product, the BesTea Milktea House is expecting to

have 200 customers to buy our product, get a review from them and promote to others

or to their friends our products and promotion. After several weeks, our customers and

sales is increasing day by day due to our life time promo. But we will still advertise

our business every day to our social media platforms like on our Facebook page

(BesTea Milktea House) and on Instagram (@_besteamilkteahouse). Through the

reviews from our customer we will improve, make a plans and strategies of our

products and services.

 After several months, the business is looking forward to add some specialty mix

or mixing different drinks like yakult mix, creamy latte mix, creamy milk tea mix,

coffee drinks and coolers. We will be looking forward for having someone or

somebody who’s interested to franchise our business. And we will also build another

branch in other location to grow the business.

E. Controls

In BesTea Milktea House, we have a lifetime promo buy one take one and to

control the supply and demand, we need to estimate the stocks that we have. Based on

every day purchases of customers we will estimate the stocks so that we’ll prevent the

out of stock or waste some ingredients.

III. Description of Venture

A. Products

The BesTea milktea is a mix of black tea, milk, flavor, sugar and tapioca pearls.

The milktea that we offer is available in three different sizes regular, large and extra-

large all in an affordable price. Our cup is made of hard cup that can be reusable once

you order again and get a 5 pesos’ discount. We serve a huge variety of flavor that you

must try and you will love.

BestTea milktea is a milktea that you will love and you will drink over and over

again.
BesTea Milktea’s

Different sizes Sample Finish Product

(16oz, 22oz, 1 liter)

COMPARATIVE ITEM RESULT

Actual Expense: SUPPLIES FOR A WEEK

MATERIAL QUANTITY PRICE AMOUNT

Creamer 1kl 150.00 150

Tea 2kl 500.00 1000

Powder Flavor 1kl 150.00 150

Fructose 4 Bottles 130.00 520

Pearls 4.5 kl 160.00 720

Cups 2000 5.00 10000

Straw 2000 1.00 2000

TOTAL: 14,540.00

PROJECTED EXPENSE:

MATERIAL QUANTITY PRICE AMOUNT

Creamer 4kl 150.00 600

Tea 8kl 500.00 4,000

Powder Flavor 4kl 150.00 600

Fructose 16 Bottles 130.00 2,080

Pearls 18 kl 160.00 2,880

Cups 8000 5.00 40,000

Straw 8000 1.00 8,000

TOTAL: 58,160.00

A. Service

BesTea milktea service offers a unique and affordable drink that you will

loved. It is made of real black tea, sweet milk and a unique choice of flavors. We

are available in walk in, dine in, to go and delivery. BesTea milktea serve what
 you deserve!

B. Size of Business

It is a small type of business. Because this business is under the

partnership business the shared capital of the owners of the business will be

the fund in establishing the business.

C. Equipment and Personnel

 Milk

 Black tea

 Tapioca pearls

 Flavors

 Hard cups

 Straw

 Ice

 Plastic Bags

 Thermos

EQUIPMENT QUANTITY PRICE

Milk 1 SACK 7,500
Black tea 25 KL 12,500
Tapioca pearls 30 KL 4,800
Flavors 10 KL 1500
Hard cups 10000 CUPS 50,000
Straw 10000 PCS 10,000
Ice 5 SACK 250
Plastic bags 500 PCS 1,000
Thermos 1 1,200

D. BACKGROUND OF ENTREPRENEUR

NAME AG BIRTHDAY PLACE OF NICKNAME

E BIRTH
PATRICIA MAE 19 May 25, 2001 San Pablo Pat

CAPULE City
CHARISH ANN 20 September. San Pablo Cali

INFANTE 20, 2000 City

BERNADETTE 19 June 15, 2001 San Pablo Badet

TENERIFE City
ROLLY ROSALES 20 October 19, Dolores, Rolly

2000 Quezon

IV. Management Plan

Vision/Mission/Goals/Objectives
Mission

Our mission is to satisfy our customer with our buy 1 take 1 lifetime promo.

Our milk teas are all-natural milk and its best tasting that will make our customers

happy. Our business expects that the people of the town will not get loss of interest of

buying to us because besides from the great taste of our milk tea it is also has a cheap

price that can make them buy a lot to satisfy their cravings.

Vision

Our vision is to provide our customers with the best tasting, all-natural milk teas

for their everyday lives. At BesTea, we stay true to our word by always providing the

best quality experience, customer service and tea.

Goals

Short-term goal – Use the best quality experience, customer service and advertising

to become the top milk tea store in city.

Long-term goal – Will build another branch in other location to grow the business.

Objectives

 To establish a presence as the first local healthy milk tea around San Pablo

City and ultimately expands across the country.

  To provide low on carbs milk tea to satisfy the cravings of the customers

while not thinking of their health.

 To offer wholesome, fairly priced, and ethically diverse milk tea products.

Strategies

BesTea Milktea House grand opening will have a promotion of free upsize in all

milk tea and fruit tea flavors. We will promote our business in our social media

platform like Facebook page (BesTea Milktea House) and on Instagram

(@_besteamilkteahouse) to ensure that we thoroughly advertise our product and

services. We will encourage our customers through promotions like we will offer a

lifetime BUY 1 TAKE 1 promo. Our Buy 1 Take 1 promo is a huge advantage for our

consumer because they will get a 2 cups of milktea for a cheaper price compared to

others. It is also an advantage for the owner itself because the people will enjoy the

product.

Business Policies

Workplace Safety

Injuries can happen to any team member during working.

  Always wear prescribed uniform while working

 Always unplug the power cord after working hours.

 Always prepare water or fire extinguisher in case of fire.

Employee Conduct

Each employee must comply as a working condition.

 Always wear prescribed uniform while working.

 Employee must report every single information that happens in the business.

Disciplinary

 Evaluation of the employee should be done monthly.

 Any activity that is prohibited by the company must be followed.

Equal Opportunity

The policy of treating employees and others without discrimination, especially

on the basis of their sex, race or age.

 The employees should respect every difference of everyone in gender, race

and religious beliefs.

Attendance and Time-Off

 Every employee should log in and out in the right time.

  For every absentee and excuse an employee should inform the manager of

their reason.

Human Resource Development for Employees

BesTea did a one-week training system for the new employees to enhance their

knowledge, skills and abilities. In that training, the new employees will surely focus

on what where they are positioned. In that way, the manager will know what else

needs to be improved on their skills so that they will be professional at doing their

job. Also, they will be having a general assembly where everyone can tell their

opinions on how to improve the business. With all of this the manager and the

employees will benefit and all of us will become successful.

Program for Social Responsibility

The Program for Social Responsibility of our business BesTea Milktea House is

when it is nutrition month, we will be having a feeding program in a selected public

elementary school every year. We will give some teachers of our delicious and best

seller milk tea and as a result, our business will be even better known.
V. Marketing Plan

Pricing

All the ingredients, materials and equipment that the business have such as; milk,

black tea, tapioca pearls, flavors, hard cups, straw, ice, plastic bags and thermos. For

regular size (16oz) cost of 99 pesos, large size (22oz) 130 pesos and extra-large (1

liter) 199 pesos, that is the range price of our product with a life time promo of buy

one take one, that is cheap and unique price and promo compare to competitors.

REGULAR LARGE EXTRA LARGE

(16 OZ) (22 OZ) (1 LITER)

PHP 99.00 PHP 130.00 PHP 199.00

Distribution

The distribution of the products may be dining in, walk in, to go and deliveries.

Our customers can dine in and walk in, in our store. For the online customers, the

distribution of the products using social media applications and page that we have,

they can order it and we will deliver it right away.

Promotion

Promoting the products of BesTea Milktea House in our websites and social
media accounts will encourage them to purchase because of the promos and cheap

price and especially the quality of tea.

Product of Forecast

Before we launched this business, we our looking forward that after several

months we will develop and adds some specialty mix or mixing different drinks like

yakult mix, creamy latte mix, creamy milk tea mix, coffee drinks and coolers. But for

now, milk tea and fruit tea is our top drinks in our business.

Control

In BesTea Milktea House, we have a lifetime promo buy one take one and to

control the supply and demand, we need to estimate the stocks that we have. Based on

every day purchases of customers we will estimate the stocks so that we’ll prevent the

out of stock or waste some ingredients.

VI. Organization Plan

A. Form of Ownership

This business plan is in the form of “Partnership” since the group which consist of

four members. The owners who manage the business and the two members who

assigned to different positions that will cover all the products and services.

B. Identification of partners or principals shareholders

They make sure to know the partners background to make the business profitable
 and successful. The owners shared their capital to establish the business. Their interest

and skills make the transition to owning and running a teahouse.

C. Authority of principals

The authority of Principals the business implements are the following:

Accountability

The owners assigned duties and delegates so the subordinates can accomplish the

task. Accountability accelerates your performance by helping you make consistent

and steady progress. Being accountable means working with integrity.

Communication

Good communication is needed by owners and employees to build relationships

of trust and commitment so the business will operate smoothly.

Transparency

Everyone must be transparent and must be willing to share. Owners need to build

a trust with employees so they will be more engaged and committed to the vision of

the business.

Organization Chart

Bernadette Tenerife OWNERS- MANAGERS

Charish Ann Infante
Accountant/ Cashier Marketing Manager
Server Human Resources
 Rolly Rosales
Driver/ Delivery Man
Cleaner

Roles and Responsibilities

Store Manager

A store manager is responsible for overseeing the daily operations of a store,

making sure it runs smoothly and effectively.

Purchasing Manager

Their roles are to work with suppliers and vendor of ingredients of tea and build

and maintain relationship with them. Also, they prepare and review the supplier

contract.

Marketing Manager

In charge of conducting marketing research on how to retain and attract

customers. Oversees the production of all promotional materials and marketing

campaigns

Human Resources

Ensures that all the departments in the organization runs smoothly. Conducts

recruitment and orientation for new employees. Also, responsible for carrying our

performance appraisals on employee.

Accountant/ Cashier

The responsibilities of being accountant are; they are in charge of preparing the

financial reports and statements on behalf of the organization. A cashier's role is to

assist customers in the in-store check-out process.

Server

The roles of the server are from preparing the food, stocking supplies, serving,

charging people for their food or drinks, handling cash, cleaning the tables and

counters, greeting customers, making suggestions based on their preference and

answering questions.
Driver/ Delivery Man

The responsibilities of driver or delivery man are loading, transporting and

delivering the orders to customers in a safe and timely manner. Reviewing orders

before and after delivery to ensure that the orders are complete, the chargers are

correct and make sure that the customer is satisfied.

Cleaner

Cleaning, stocking and supplying designated facility areas (dusting, sweeping,

vacuuming, moping, restroom cleaning, etc.) Performing and documenting routine

inspection and maintenance activities. Carry out heavy cleaning tasks and special

projects.

VII. Assessment of Risk

A. Evaluate weakness of Business

The following would be the possible weaknesses of the business:

1. Moving into new market segments that offer improved profits.

2. A new international market.

3. A market vacated by an ineffective competitor.

4. Many competitors in the same location

 5. Battling with other healthy drinks

B. New Technologies

Technologies in store and production area:

1. Automatic Tapioca Pearls Machine

2. 3 in 1 Blender (Slush, Topping creamer, Tea Making)

3. Shaking machine

4. Cash register machine

C. Contingency Plan

Purpose

The purpose of the BesTea Milktea House Contingency Plan is to assure that in

case of emergency or a disaster might happen, we will have a backup plan so the

business processes will continue.

Overview

The business operation will continue in the event of a disaster; we will include

contingency procedures. The business will assure and maintain this plan. The

temporary procedures and plans include the following:

1. Intentional food contamination

2. Fire
 3. Robbery and theft

4. Market crisis

5. Natural Disaster

Recovery Strategies

1. Perform mock food recall drills (traceability exercise) demonstrate efficiency of

identifying and segrating affected products. Provide training on food security for all

employees. Perform employee background checks and access control.

2. We will establish an emergency action plan or fire protection plan. Will perform

EAP team training and other employee, visitors, and contractor training. Fire

department and insurance companies can help with assessment. Identify alternate

manufacturing sites and a plan of action in case of this.

3. Place cctv and alarms inside of the store and production area. Putting hotline

numbers and contact in a place that can easily see.

4. Prepare emergency fund in case of crisis. Marketing strategies for business process.

5. Providing evacuation center or a safety place for customers, workers and

equipment, also we will back up all the important files.
VIII. Financial Plan

BesTea Milktea House

 BesTea Milktea House
Statement of Cash Flows
For the Year Ended December 31, 2021

Cash Flows from Operating Activities:

Cash received from clients P 5,976,080

Cash paid for Inventory (15,750)
Payments for Business Registration & Permit (4,000)
Payment for utilities (160,000)
Cash paid for supplies (229,870)
Cash paid for charity (10,000)
Net cash provided by (used in) operating activities P5,556,460
Cash Flows from Investing Activities:
Payment to acquire Property and Equipment P (150,500)
Payment to acquire Service Vehicle (21,880)
Net cash provided by (used in) investing activities (172,380)
Cash Flows from Financing Activities:
Cash received as investments by owner/s P 500,000
Payments for notes payable (14,166.665)
Net cash provided by (used in) financing activities 485,833.335
Net Increase (decrease) in Cash P 5,869,913.335
Cash balance at the beginning of the period
Cash balance at the end of the period P 5,869,913.335