Template For A Business Plan Template - Business Plan: File History Document File Name

STI ACADEMIC CENTER LIPA DOCUMENT CONTROL MANAGEMENT
STI College File History
FILE HISTORY
Document Template for a Business Plan
File Name TEMPLATE - BUSINESS PLAN
DATE SHEET NAME ACTIVITY

Version 9.2.0 (2021)
Friday, 04 March, 2022 File created.
***nothing follows***
File History Sheet

version 1.1.4 (2021)
Page 1 of 61
STI ACADEMIC CENTER LIPA DOCUMENT CONTROL MANAGEMENT
STI College File History
an
AN
ACTIVITY
File History Sheet

version 1.1.4 (2021)
Page 2 of 61
STI ACADEMIC CENTER LIPA ENTREPRENEURSHIP
STI College Major Course Requirement
i NOTES ON USING THIS TEMPLATE
General Instructions
1 Always check the File History sheet for any changes in the template. Make sure that you are using the
latest version of the template.
2 You may add something with the file name, but do not omit anything.
3 Do not change anything with formatting: font, margins, pagination, order of sheets, etc.
4 Proper citation is strictly required.
5 Always do a routinary manual spelling and grammar check on all sheets.
6 Adjust cells when needed, just make sure you clicked on Wrap Text, and all contents are visible within
the cell. Always observe proper placement and alignment of all visual elements of this document.
7 To save the entire workbook as PDF FOR REVIEW. Click on FILE > SAVE AS, select file location, SAVE
AS TYPE: PDF, click on OPTIMIZE FOR: OPTIONS…, click on PUBLISH WHAT: ENTIRE WORKBOOK, click
OK, then SAVE.
8 To save the entire workbook as PDF FOR SUBMISSION, create a copy to be used for saving as PDF. On
this copy, delete the sheets which tabs are colored black. Click on FILE > SAVE AS, select file location,
SAVE AS TYPE: PDF, click on OPTIMIZE FOR: OPTIONS…, click on PUBLISH WHAT: ENTIRE
WORKBOOK, click OK, then SAVE.
9 This file is always submitted as an Excel file. Submit as PDF file only when instructed.
Cover
1 Use a high-resolution company logo.
2 Title. Write the title of the business concept.
3 List the group members, first name first, but in alphabetical order by last name.
4 The date should always be the submission date.
5 Do not edit other parts.
Executive Summary
1 Executive summary will only be written upon completion of the Business Plan.
Company Profile
1 Company Name. Write the company name and explain its origins.
2 Organizational Type and Form. Write the company's organization type (private, public, non-profit,
market) and organizational form (sole proprietorship, general partnership, limited partnership,
corporation).
3 Graphic Identity. Present the designed graphic identity of the business (trademarks, logo, copyrights,
domain names, patents, slogans, etc.
4 Vision Statement. Write the vision statement of the company.
5 Mission Statement. Write the mission statement of the company.
6 Business Goals and Objectives. Formulate objectives related to marketing, management,
operational, financial, and socio-economic aspects of the business. Write at least three (3) objectives.
Marketing Aspect
1 Business Location Analysis. Insert a map of the target location on the cell provided. Below the map,
write a comprehensive location analysis, detailing reasons for choosing the location.
2 Proposed Target Market. Write an overview about the group of potential customers to whom a
company wants to sell its products and services.
3 Product Strategy. Write and illustrate an overview of the product's appearance, shape, color, and
features, which covers the label, package, brand, and trademark of the product. A discussion of the
benefits and unique characteristics of the product must also be included.
4 Price Strategy. Write an overview of the demand for the product to the market. Internal and external
factors must be considered in setting the demand price for the product. Internal factors involve
manufacturing cost, while external factors involve market demand and competition.
Notes
Page 3 of 61
5 Place Strategy. Write an overview of the route of the product from the producer to the retailer and
the consumer or end-users. Product distribution is important in a business to consistently make the
product available to the market. An illustration depicting the place strategy is required on this part.
Notes
Page 4 of 61
i NOTES ON USING THIS TEMPLATE
6 Promotion Strategy. Write an overview of the strategies to inform, persuade, or remind consumers of
the proposed product. This is often used to influence opinions and elicit responses from the market.
Some common techniques or a combination of techniques that can be considered are advertising,
personal selling, sales promotion, public relations, social media, and e-commerce, among many others.
This may also include illustrations of flyers and tarpaulins used to market the proposed product.
Macroenvironmental Analysis
1 Write at least five (5) factors and variables for each macroenvironmental force. Write a description after
each title.
2 Relevance. Write how each factor and variable is relevant to the company.
Management Aspect
1 Pre-Operating Activities. Write the details of the activities before the actual operation of the facility.
Include a discussion of the necessary pre-operating requirements of the business on the spaces
provided below the table.
2 Project Schedule. Present the lists of activities and time allotment for each activity from the conduct
of the feasibility study to the start of the actual business operations. Modify the Gantt chart according to
your plan. Below the Gantt chart, briefly explain each project activity.
3 Operating Period. Present the schedule of operations in a week. Modify the table according to your
planned schedule. Write the explanation and other notes on the spaces provided below the table.
4 Organizational Chart. Present the proposed organizational structure of the business.
5 Labor Requirements. Present a list of required job positions and the number of employees required in
each position.
6 Job Analysis. Write the job description and specifications of each job position.
Operational Aspect
1 Product Specification. Present an image of the product design or service performance. Write the
product attributes (features, advantages versus other products, and benefits) and technical
requirements (product standards) of the proposed product or service.
Facility
1 Building and Facility. Present a complete illustration and discussion pertaining to the provision of
space in the facility (facility layout and design).
References
1
Notes
Page 5 of 61
ure that you are using the
sheets, etc.
contents are visible within

nts of this document.
select file location, SAVE
: ENTIRE WORKBOOK, click
used for saving as PDF. On

VE AS, select file location,
WHAT: ENTIRE
structed.
me.
n.
rivate, public, non-profit,

mited partnership,
ademarks, logo, copyrights,
g, management,
east three (3) objectives.
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ocation.
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uct. A discussion of the
rket. Internal and external

rnal factors involve
etition.
Notes
Page 6 of 61
ducer to the retailer and

consistently make the
required on this part.
Notes
Page 7 of 61
de, or remind consumers of

onses from the market.
ered are advertising,
erce, among many others.
proposed product.
ce. Write a description after
al operation of the facility.

ness on the spaces
activity from the conduct

he Gantt chart according to
e table according to your

ded below the table.
e business.
er of employees required in
on.
performance. Write the

) and technical
ning to the provision of
Notes
Page 8 of 61
Inventive Marine Exhibit
BUSINESS PLAN
PRESENTED BY
Devon Exodus Mendoza

Prince Russel O. Mendoza
Jairus Emmanuel Perez
Clive Jzein Santos
Gianne Carla L. Suarez
Clive Jzein Santos
Hydro V. Vasquez
in partial fulfillment of the course

ENTREPRENEURSHIP
26-Apr-22
Business Plan
version 9.2.0 (2022)
hibit
Business Plan
version 9.2.0 (2022)
EXECUTIVE SUMMARY
Executive Summary
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Executive Summary
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COMPANY PROFILE
Company Name
Inventive Marine Exhibit – We used the word "Inventive" means having the ability to create or design new things
or to think originally. Since our product is a build-it yourself aquarium, we want our customer to enjoy building it
while showing off their creativeness and original thought. “Marine Exhibit” is a tank, often made of acrylic glass
and for keeping live fish or other aquatic animals.
Organizational Type and Form
Organization type: Public Organization form: general partnership

Inventive Marine Exhibit is a public business where we ensure that customers find and build their
own type of fish tank while also having the freedom to choose from our accessories around the store. As a group
of students, we have a general partnership and share the same profit and income when it comes to our own
business.
Graphic Identity
Company Profile
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0 COMPANY PROFILE
Vision Statement
To expand and assist the aquatic business, as well as to providing an outstanding experience to anybody who
buys our product. The company will be known for its excellent product together with its affordable price and
friendly services.
Mission Statement
To assure the quality of the product to make a worth it purchase for our customers. To exceed our customer's
expectation is a must for us aquarists in order to provide loyalty and trust.
Business Goals and Objectives
Company Profile
Page 14 of 61
create or design new things

stomer to enjoy building it
ften made of acrylic glass
omers find and build their

ound the store. As a group
en it comes to our own
Company Profile
Page 15 of 61
erience to anybody who

ts affordable price and
o exceed our customer's
Company Profile
Page 16 of 61
MARKETING ASPECT
Business Location Analysis
The Aquarists have chosen this location because this district consists large amount of people walking on the side
walk. It will help the store to be noticed especially that aquarium stores are not very popular around the district
and we want to take advantage of the district's lack of aquarium store. The location is not difficult to find
especially that the place is known, since it is near the wet market.
MARKETING PROGRAM
a. Proposed Target Market
The proposed target market of the aquarists for our business would be fish resellers and market sellers.
They will need a fish tank to keep the fish that they will sell in the market alive. People who collect fish for
the purpose of collecting, as well as people who use fish for home decoration and restaurant decorations,
such as seafood restaurants, are our intended market for our fish.
Marketing Aspect
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0 MARKETING ASPECT
b. Product Strategy
The Aquarists assures a customer is well knowned which product is for them, especially beginners. Our Fish
tanks varies from small to extra large that are installed with acrylic glass for enhanced strength. This would
be a great feature for fishkeepers who need a durable and long lasting fish tank. Whenever a product is
purchased either through built-in or in-store purchase, we make sure that the product is safe and seal tight.
We remove the lid and place it on a piece of air-filled plastic padding, use packing tape to keep everything
together, cut foam board insulation to fit the bottom of the tank and place it on to the foam board, and place
the tank in a moving box with air-filled plastic padding.
c. Price Strategy
The Aquarists offer that if a client buys three or more product, they will get a free aquarium that varies upon
what size they bought, ordered, or want to built-in. The Aquarists also follow strict credit policies, we do give
discounts to People with Disability (PWD) and Senior Citizen (SCD). A discount will be given to the most
expensive product they bought to the shop and discount it up to 20%. However, unlike PWD IDs, the owner
of the SCD ID must be present upon purchasing on the store. The Owner of the SCD ID must also be
presented upon built-in aquariums and deliveries to provide fairness to both types of purchase.
d. Place Strategy
A product distribution is conducted within our store to multiple shops, re-sellers, and online, we supply a
variety of aquarium to shops that order to us depending upon how much quantity they desire. We deliver the
products to their store personally through trasport vehicles. The price strategy would also apply here as per
every large quantity purchased will have zero percent delivery fee, and an additional two large aquarium. We
decided to give this kind of price strategy to ensure that the store who order to us would be another loyal
customer.
e. Promotion Strategy
flyers, social media, and stickers are used to promote our store. Flyers are given to the people around our
store to let them know about us. Small stickers will be put upon every product and its packaging that we sell
for the buyers and re-sellers to know where will our store be located. Social media would help us
significantly, a single post on social media would make people notice our store, especially that most of the
people around the country would have a phone. Creating a facebook page would help to raise charisma and
morale, it is important to keep our page with a high amount of likes for more people to notice.
Marketing Aspect
Page 18 of 61
people walking on the side

opular around the district
not difficult to find
ers and market sellers.

eople who collect fish for
d restaurant decorations,
Marketing Aspect
Page 19 of 61
ecially beginners. Our Fish

nced strength. This would
Whenever a product is
duct is safe and seal tight.
g tape to keep everything
o the foam board, and place
e aquarium that varies upon

t credit policies, we do give
ll be given to the most
unlike PWD IDs, the owner
SCD ID must also be
s of purchase.
and online, we supply a

they desire. We deliver the
ould also apply here as per
nal two large aquarium. We
s would be another loyal
to the people around our

d its packaging that we sell
a would help us
specially that most of the
help to raise charisma and
ple to notice.
Marketing Aspect
Page 20 of 61
MACROENVIRONMENTAL ANALYSIS
ECONOMIC FACTORS AND VARIABLES
ECO 1.
Relevance
ECO 2.
Relevance
ECO 3.
Relevance
ECO 4.
Page 21 of 61
0 MACROENVIRONMENTAL ANALYSIS
Relevance
ECO 5.
Relevance
SOCIO-CULTURAL FACTORS AND VARIABLES
SOC 1.
Relevance
SOC 2.
Page 22 of 61
Relevance
SOC 3.
Relevance
SOC 4.
Relevance
SOC 5.
Page 23 of 61
Relevance
DEMOGRAPHIC FACTORS AND VARIABLES
DEM 1.
Relevance
DEM 2.
Relevance
DEM 3.
Relevance
Page 24 of 61
DEM 4.
Relevance
DEM 5.
Relevance
NATURAL AND ECOLOGICAL FACTORS AND VARIABLES
NAT 1.
Relevance
Page 25 of 61
NAT 2.
Relevance
NAT 3.
Relevance
NAT 4.
Relevance
Page 26 of 61
NAT 5.
Relevance
POLITICAL, LEGAL, AND GOVERNMENTAL FACTORS AND VARIABLES
POL 1.
Relevance
POL 2.
Relevance
POL 3.
Page 27 of 61
Relevance
POL 4.
Relevance
POL 5.
Relevance
TECHNOLOGICAL FACTORS AND VARIABLES
TEC 1.
Page 28 of 61
Relevance
TEC 2.
Relevance
TEC 3.
Relevance
TEC 4.
Page 29 of 61
Relevance
TEC 5.
Relevance
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Page 31 of 61
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Page 33 of 61
Page 34 of 61
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Page 37 of 61
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Page 40 of 61
MANAGEMENT ASPECT
PRE-OPERATING PERIOD
Pre-Operating Activities
Month Activity Requirements
Management Aspect
Page 41 of 61
0 MANAGEMENT ASPECT
PROJECT SCHEDULE
2022 2022
Project Activities JUN DEC JAN FEB MAR APR
1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
2022
Project Activities MAY JUN JUL AUG SEP OCT
1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
2022 2023
Project Activities NOV DEC JAN FEB MAR APR
1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
Management Aspect
Page 42 of 61
0 MANAGEMENT ASPECT
Project Activities
Management Aspect
Page 43 of 61
0 MANAGEMENT ASPECT
OPERATING PERIOD
TIME MON TUE WED THU FRI SAT SUN
Management Aspect
Page 44 of 61
0 MANAGEMENT ASPECT
INTERNAL ORGANIZATION
Organizational Chart
Management Aspect
Page 45 of 61
0 MANAGEMENT ASPECT
Labor Requirements
Department Position/Designation Number of Employees Required

Chief Executive Officer 1
Executive
Financial Officer 1
Cashier 4
Finance and Accounting Accountant 2
Information Management
Operation and Production
Marketing and Sales
Job Analysis
Job Title:
Chief Executive Officer
Job Description
Job Specification
Qualifications
Management Aspect
Page 46 of 61
Management Aspect
Page 47 of 61
OPERATIONAL ASPECT
PRODUCT SPECIFICATION
Product Attributes
An aquarium is a clear glass tank of water in which fish, other aquatic creatures, and
plants are kept. The glass used in the aquarium we sell is Acrylic (Type of Glass). Acrylic
is one of the most durable and one of the most beautiful types of glass used in the
manufacture of Aquarium. The aquariums we sell can be customized, for example, the
Features size of the aquarium, whether large or small, can be changed based on the buyer's
preferences, and the design of the aquarium can also be changed based on the buyer's
preferences.
The advantages of the Aquarium are that it beautifies the house and provides
positive energy, it improves people's moods and physical and mental well-being,
and it ensures that the materials are of the highest quality and that the user has
Advantages the ability to tailor each material. Ensure the fish's survival as well as the
environment in which it lives. Reduce the owner's stress. Children should be
calmed and entertained.
Economic
- Fish agriculture might notice and improve
- People and children might be interested in the fish industry
- People who wish to have a pet fish will have a fish tank that is ideal for their fish.
Emotional
- People who gaze at it should be calmed down.
- Relax the owner since the fishtank is of the highest quality.
Benefits
Self-expressive
- You may customize your own fishtank to your preferences.
Operational Aspect
Page 48 of 61
Technical Requirements
Operational Aspect
Page 49 of 61
quatic creatures, and

c (Type of Glass). Acrylic
of glass used in the
mized, for example, the
ased on the buyer's
ed based on the buyer's
se and provides
mental well-being,
d that the user has
well as the
ren should be
s ideal for their fish.
Operational Aspect
Page 50 of 61
Operational Aspect
Page 51 of 61
OPERATIONAL ASPECT
BUILDING AND FACILITIES
Operational Aspect
Page 52 of 61
Operational Aspect
Page 53 of 61
REFERENCES
References
Page 54 of 61
References
Page 55 of 61
A EVALUATION REMARKS
DATE SHEET NAME REMARKS
Evaluation Remarks
Page 56 of 61
REMARKS
Evaluation Remarks
Page 57 of 61
B PEER EVALUATION
NAME :
Write a comment or any remark about the performance of each of the members in your groupwork. Assign a
rating between 0 and 4 to each group member to rate their performance and participation, where 4 =
Excellent/Exceeds Expectations, 3 = Above Average, 2 = Average, 1 = Needs Improvement, and 0 = No
Participation. Adjust cells when needed.
GROUP MEMBERS REMARKS RATING
Peer Evaluation Sheet

Page 58 of 61
ur groupwork. Assign a
tion, where 4 =
ment, and 0 = No
RATING
Peer Evaluation Sheet

Page 59 of 61
C ACCOMPLISHMENT REPORT
NAME :
Recent Accomplishments
Next Targets
Self-Assessment
Accomplishment Report Sheet

Page 60 of 61
Accomplishment Report Sheet

Page 61 of 61

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STI ACADEMIC CENTER LIPA DOCUMENT CONTROL MANAGEMENT

STI College File History

Document Template for a Business Plan

File Name TEMPLATE - BUSINESS PLAN

DATE SHEET NAME ACTIVITY

File History Sheet

File History Sheet

i NOTES ON USING THIS TEMPLATE

i NOTES ON USING THIS TEMPLATE

ure that you are using the

contents are visible within

used for saving as PDF. On

rivate, public, non-profit,

ademarks, logo, copyrights,

l provided. Below the map,

ance, shape, color, and

rket. Internal and external

ducer to the retailer and

de, or remind consumers of

ce. Write a description after

al operation of the facility.

activity from the conduct

e table according to your

performance. Write the

ning to the provision of

Inventive Marine Exhibit

Devon Exodus Mendoza

in partial fulfillment of the course

Organizational Type and Form

Organization type: Public Organization form: general partnership

Business Goals and Objectives

create or design new things

omers find and build their

erience to anybody who

o exceed our customer's

Business Location Analysis

a. Proposed Target Market

people walking on the side

ers and market sellers.

ecially beginners. Our Fish

e aquarium that varies upon

and online, we supply a

to the people around our

ECONOMIC FACTORS AND VARIABLES

SOCIO-CULTURAL FACTORS AND VARIABLES

DEMOGRAPHIC FACTORS AND VARIABLES

NATURAL AND ECOLOGICAL FACTORS AND VARIABLES

POLITICAL, LEGAL, AND GOVERNMENTAL FACTORS AND VARIABLES

TECHNOLOGICAL FACTORS AND VARIABLES

Month Activity Requirements

TIME MON TUE WED THU FRI SAT SUN

Department Position/Designation Number of Employees Required

Operation and Production

Marketing and Sales

quatic creatures, and

s ideal for their fish.

BUILDING AND FACILITIES

DATE SHEET NAME REMARKS