ST JOSEPH COLLEGE

I. EXECUTIVE SUMMARY

(1- 3 Pages only)

A. Management Highlights

1. Nature of Business

Describe whether the nature of business is manufacturing, service, etc.

2. Business/ Company Name

Discuss the name of the company

3. Vision

State what the business envisions itself.

What it want to become? Where it want to be?

4. Mission

State how the business will achieve its vision.

5. Objectives

Present the (S.M.A.R.T.) objectives the business would like to target to achieve
the vision of the enterprise.

6. Core Values

Enumerate with operational definition the core principles, ideals, morals,

standards, ethics etc. of the company.

7. Logo

Illustrate the logo of the enterprise. Describe the meaning of the drawing,
color, etc.

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B. Marketing and Production Highlights

Short discussion on the marketing strategies, demand and projected sales.

Short description on production requirements, quality control and production

cost.

The highlights may be presented with illustration with short interpretation.

C. Organization and Financial Highlights

Short discussion on the legal form of business, legal requirements, positions of

key officials.

Short discussion with graphs on total project cost, net income, financial
position and financial ratios.

D. Socio- Economic Contributions

Enumeration of the social and economic contributions of the enterprise. To be

presented as

Society

Economic

Environment

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II. MARKETING PLAN

A. Products/ Services

Describe the products/services offered with actual picture.

B. Target Market

1. Area Coverage

Present and illustrate the geographic coverage of the business.

2. Consumer/ Customer Market Segment

Describe the consumer/ customer. How the consumers/ customers were

segmented.

Describe the market situation and trends.

C. Demand and Supply Analysis

1. Potential Demand

Diagram the total population of the target market; past, present and projected
for the next 5 years.

Include the company’s assumptions

The proposed business will work under the following assumptions:

(Only an example)
 There will be a 2.3% increase in the population of ___ for the years
2016 to 2020.
 50% of the projected population are female.
 50% of the projected female population are herbal soap users.
 The business will target a mere .0002% of the current users of herbal
soap.

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2. Direct Competitors

Identify who are the direct competitors of the business.

3. Indirect Competitors

Identify who are the indirect competitors of the business.

D. Projected Sales
1. Per Month In Volume and In Pesos

Product/ Jan Fe Ma Ap Ma Ju Ju Au Se Oc No De
s b r r y n l g p t v c
Brand In 100
Name Units

In 300
Pesos 0

2. Per Year (5 Years)

Product/s 2017 2018 2019 2020 2021

Brand Name In Units
In Pesos

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E. Marketing Program/ Strategies

1. Practices of Competitors

Competitors Product Price Place Promotion

Strategy Strategy Strategy Strategy

2. Proposed Marketing Strategies

2.1. Product

Discuss the product strategy used by the business.

2.1.1. Brand Name

Provide the brand name of the product and the reason for such brand
name.
2.1.2. Labeling

Discuss and illustrate (or with picture) the label of the product.

2.1.3. Packaging

Discuss and illustrate (or with picture) the packaging of the product.

2.2. Price

Present the pricing strategy used and show computation.

2.3. Place

Illustrate the place strategy that will be implemented.

(Only an example)

Indirect Distribution (discuss)

Manufacturer RetailerCustomer

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2.4. Promotion

Elaborate the promotion strategy that will be used. Eg. Direct

Marketing.

Present and illustrate (or with picture) the sample promotional tools
that will be disseminated.

F. Marketing/ Selling Expenses

Present the table showing the promotional strategy expenses to be incurred in

promoting the products/ services of the company for the next five years.

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III. PRODUCTION/ OPERATIONS PLAN

A. Technical Production Description

Talk about whether the product is to be produced by the company itself or have to be
subcontracted. If to be subcontracted, what are the processes that will be done by the
company. On the other hand, what are the processes that will be done by the
subcontractor.

B. Production/ Operations Process

1. Step by Step Procedure

Illustrate the procedures in producing the product using the correct symbols in
production.

2. Duration Per Step Per Batch

Present the time frame per step per batch of production.

This may be presented in table form.

3. Labor and Machine Requirement Per Step

Present how many labor and what positions are required to fulfill each step
together with the machines needed per step.

This may be presented in table form.

C. Production Schedule

Present the production schedule of laborers and monthly production.

Production Schedule

Names Monday Tuesday Wednesday Thursday Friday Saturday Sunday

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Monthly Production
Product/s Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

D. Labor Requirement

Position Number Salary/ Allowance per ___

E. Machinery/ Equipment Requirement

Items Picture Price per Unit

F. Raw Materials Requirement

Items Picture Price per Unit

G. Existing and Potential Suppliers

Present in table form the present suppliers of your product and the potential/ alternative
suppliers.

H. Plant/ Factory Location

Illustrate the location map with address.

I. Plant Layout

Illustrate the layout of the plant.

J. Waste Disposal System

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Discuss how the wastes will be disposed

K. Quality Control System

Present the procedures to ensure that the products manufactured/ services performed
adhere to a defined set of quality criteria.

L. Quality Standards Checklist

Show the table of quality standards checklist that will be used for monitoring to ensure
that the products manufactured/ services performed adhere to the standard of the
company.

M. Production Cost

1. Total Production Per Year

Items Unit Price Total

2. Production Cost Per Unit

Items Unit Price Total

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IV. ORGANIZATIONAL PLAN

A. Legal Form of Business

Discuss the legal form of business ownership.

1. Articles of Partnership/ Corporation

Present the Articles of Partnership/ Corporation

2. Legal Requirements
List down all the legal requirements the business have to comply with
government agencies including special agencies specific to the enterprise.

Show as well the costs involved in complying with the requirements.

B. Organizational Structure

Illustrate the organizational structure of the enterprise.

C. Qualifications of Officers

Names Position Duties and Qualifications

Responsibilities
Education

Experience

Training

D. Duties and Responsibilities of Officers/ Staff/ Laborers

Enumerate the duties and responsibilities of each individual who serve as officers,
staff, and laborers of the company.

This may be presented in a table format

Names Positions Duties and

Responsibilities

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E. Office Equipment/ Furniture and Fixtures/ Supplies

Office Equipment

Items Pictures Price

Furniture and Fixtures

Items Pictures Price

Office Supplies

Items Pictures Price

F. Gantt Chart of Activities

Present a table for the Gantt Chart from Business Plan to Business Implementation

G. Administrative Expenses

Present the administrative expenses on a monthly basis

H. Social Outcomes

Describe how you will document the achievement of those outcomes. To do so, the key
social outcomes should be quantifiable, measured against a target, and evaluated over
time. Social outcomes quantify performance and assess the success of the process.

1. Benefits to the Society

Present the benefits the society will gain because of your venture.

2. Social Performance Assessment

Present the indicators you will use to evaluate your social progress.

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(To the professor, see Performance Measurement Chapter of Canadian Social
Enterprise Guide Ebook as reference)

V. FINANCIAL PLAN

A. Total Project Cost

How much is the capital requirement to start the business.

B. Sources of Financing
Where will the capital of each member come from.

C. Projected Financial Statement

Each will start a new page and on a 5 years projections.

1. Projected Cash Flow Statement

2. Projected Income Statement

3. Projected Balance Sheet

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D. Profitability Indices

1. ROI

2. Payback Period

3. Net Income: Sales Ratio

4. Break- even Point

E. Financial Assumptions

List the assumptions the enterprise made such as projections in inflation rate, increase
in target market share, etc.

F. Schedules

1. Projected Sales and Sales Volume

2. Fixed Capital Investment with Depreciation

3. Projected Cost of Production/ Operations

4. Projected Cost of Goods Sold

5. Schedule of Materials Purchases

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7. Projected Administrative and Selling Expenses

APPENDICES

Each will start a new page.

Appendix 1: SWOT Matrix/ Analysis

Appendix 2: Risk Management Plan

Appendix 3: Business Implementation Action Plan

Appendix 4: Survey Questionnaire

Appendix 5: Sample Size and Sampling Technique

Appendix 6: Survey Results and Interpretation

Appendix 7: Correspondence

Appendix 8: Group Reflection

Highlights the skills gained/ improved in the group in the area of entrepreneurship,
human, technical, leadership, etc.

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Appendix 9: Business Plan Photos

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