Planning the

Enterprise
by: Koreen Eshka Narciso
WHAT IS A BUSINESS
PLAN FOR?
Business Plan
- to guide a busines throughout the process.

2 kinds of written business plan

written prior to setting up an enterprise.
written during the first few years of the enterprise
 A business plan serves
many master
1. serves the entrepreneur who must set a navigational course.
2. serves investors and cautious financiers.
3. serves the managers and staff of the organization
 I.
business plan format
Introduction
A. the business concept and the business model
B. the business goals: vision, mission, objectives, and performance targets
C. the business offering and justification
II. Executive Summary
III. The business proponents: Organizers w/ their capabilities and contribution
IV.The target customers and the main vlaue proposition to the customer
V.The market, market justification based on the industry dynamics and the
macro environmental factors affecting the opportunities and threats in the
market, the size, potential and realistic share of the market
VI.The product and service offerings
VII.The Enterprise strategy and enterprise delivery systems: business
competitiveness
VIII.The financial forecasts and expected returns, risks and contigencies
IX.Environmental and regulatory compliance
The capital structure and financial offering: returns and benefits to
X. investors, financiers, and business partners.
Contents of the Business Plan
The Business Concept and the Business Model
A BUSINESS CONCEPT contains the essence of the enterprise in a concise but powerful
manner.
The PRODUCT CONCEPT must then be translated into a business model.
A BUSINESS MODEL is a formula on how the enterprise exactly plans to make money out of
the business.

The Business Goals: Vison, Mission, Objectives, and Performance Targets

The BUSINESS GOALS shows the future and long-term prospects of the enterprise.
 Contents of the Business Plan
The Exucutive Summary
It contains everything that is relevant and important to the business audience.
It is a synthesis of the entire plan.
It must contain the major argumentations of the business proponent on why the business
will work and succeed.

The executive summary should then introduce and highlight the good qualities of:
1. the business proponents and their partners;
2. the enterprise organization and its capabilities;
3. the technology providers and their expertise and experience; and
4. the suppliers and all th emajor service providers.
the executive summary should then proceed to discuss and justify the
ENTERPRISE STRATEGY and ENTERPRISE DELIVERY SYSTEM

ENTERPRISE STRATEGY
- builds and develops the game plan for attaining competitiveness.
ENTERPRISE DELIVERY SYSTEM
- is the entire process of the converting input (resources) into output and these
output into outcomes
Contents of the Business Plan
The Business Proponents
the third section of the business plan that contains information about the business
proponents or stakeholders.

4 types of stakeholders:
1. Resource mobilizers and financial backers
2. Technology providers and applicators
3. Governance and top management
4. Operating and support team
Contents of the Business Plan
The Business Proponents
the third section of the business plan that contains information about the business
proponents or stakeholders.

4 types of stakeholders:
1. Resource mobilizers and financial backers
2. Technology providers and applicators
3. Governance and top management
4. Operating and support team
 RESOURCE PROVIDERS, they will want to know who
01 else are on board to share the burden of raising
money to see the whole thing through.

02 TECHONOLOGY PROVIDERS, they will want to know if

if the business there will be sufficient funds to pay for the technology.

plan readers: 03
GOVERNANCE AND TOP MANAGEMENT TEAM, they
will want to know the strategies and performance
indicators are being proposed.

IMPLEMENTING, OPERATING AND SUPPORT TEAMS,

04 they will want to know what programs, activities,tasks,
and resources would be in place.
 Contents of the Business Plan
The target customers and the Main value proposition
the BUSINESS PROPONENTS must be very precise about the target audience or
cusotmers.
TARGET CUSTOMERS must be of sufficient size, sufficient paying capacity, and have
sufficient interest to purchase the products being offered.
the MAIN VALUE PRPOSITION is the unique selling proposition of the enterprise.

Market demand and Supply, Industry, Dyanamics, and Macro Environmental Factors
it should examine all the opportunities in this bigger market in order to determine what
exactly influences this bigger market.
it should estimate the total market supply and demand for the product offerings of the
enterprise.
it should then determine the major critical factors that influence this market demand and
supply.
 01 SOCIAL ENVIRONMENT

02 POLITICAL ENVIRONMENT

the major trends &

changing patterns in the 03 ECONOMIC ENVIRONMENT

macro-environment
04 ECOLOGICAL ENVIRONMENT

05 TECHNOLOGICAL ENVIRONMENT
Contents of the Business Plan
Product/Service offering: description, evolution, and justification
the PRODUCTS/SERVICES must be described by highlighting the features and attributes
that would most appeal to the target customers.
the BUSINESS PLAN should prove that the products/services would be accepted and
carried by the distribution channels.
Enterprise Strategy and Enterprise Delivery system

it should expound on the ENTERPRISE STRATEGY (ES) by mapping the competitive

landscape and by situating the enterprise and its competitors as to their strategies and
chosen positionings.
then show how the ENTERPRISE DELIVERY SYSTEM (EDS) would enable the business to
implement the enterprise strategy.
Contents of the Business Plan
Product/Service offering: description, evolution, and justification
the PRODUCTS/SERVICES must be described by highlighting the features and attributes
that would most appeal to the target customers.
the BUSINESS PLAN should prove that the products/services would be accepted and
carried by the distribution channels.
Enterprise Strategy and Enterprise Delivery system

it should expound on the ENTERPRISE STRATEGY (ES) by mapping the competitive

landscape and by situating the enterprise and its competitors as to their strategies and
chosen positionings.
then show how the ENTERPRISE DELIVERY SYSTEM (EDS) would enable the business to
implement the enterprise strategy.
 EDS
involves the harnessing of human, money,
and physical resources from well-selected
sources.

Operations & Marketing units

are supported by the finance, administration,
and human resource management unit

Business Plan
must demonstrate how the EDS and the ES
tandem lead to the attainement of the
desired enterprise outcomes.
 high customer satisfaction levels;

high sales volume, market share,

business outcomes and market reach;
should reasonably
include:
high financial returns; and

high people performance,

productivity, and morale levels
Contents of the Business Plan
Financial forecasts expected returns, risks, and contigencies

must translate everything that we have discussed so far into financial forecasts and
outcomes.
should calculate the long-term returns, using time value of the money.
should evaluate both the business risks and the financial risks involved.

important calculations:
1. expected return on sales
2. expected return on assets and investments
3. expected return on stockholders' equity
 Contents of the Business Plan
Environmental and Regulatory Compliance

it must articulate the laws, rules and regulations governing the business and the industry
that the enterprise is in.
it should also assure the reader that all the necessary local government ordinances and
barangay ethics would be followed by the enterprise.

Capital Structure and Financial Offering: Returns and Benefits to Investors,

Financiers , and Partners
it must appeal to its target audience. it must highlight for them
the main features of the business plan that they are looking for.
 Thank you!
I hope you understood what I taught :>