Republic of the Philippines

Department of Education
REGION VI- WESTERN VISAYAS
SCHOOLS DIVISION OF ILOILO
DUMANGAS NATIONAL HIGH SCHOOL

BUSINESS PLAN GUIDELINES

What is a Business Plan?

A business plan is a tool that will help you keep in track and moving in the direction
you want to go. A business plan will also serve to help others understand your vision,
including suppliers, customers, employees, friends and family. Funding sources such as
investors, banks, donor agencies, government agencies, and friends and family will expect a
well prepared business plan on which to base their decisions to contribute funds to your
business.

Outline of the Business Plan

1. Business Plan Summary

a. Company’s Description
b. Opportunity
c. Vision
d. Mission
2. Value Proposition
3. SWOT Analysis
4. Market Analysis and Marketing Plan
5. Operations
6. Management
7. Business Model
8. Financing Requirements and Sources of Funds
9. Six Month Startup or Development Plan
10. Financial Projections

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Name of the Business/Social Enterprise: _________________________________________

I. BUSINESS PLAN SUMMARY

a. Company’s Description
1. What is the social issue/problem your social business idea is addressing? How
does it generate social impact and who are your beneficiaries?
2. What is the social business idea that you will use to address the social
issue/problem above? That is:
 What is your product/service?
 Who are your customers/target markets?
 How many are they?
 Why will they buy your products/services?
 How much are they willing to pay and why?
3. How much income from sales do you expect to make from this social business?
(i.e. will your expected income cover your expected costs?, do you expect to make profits?
How much?)
4. Tell us about yourself – who are you?
 Where are you from?
 Do you have what it takes to turn your idea into a thriving social enterprise?
 What do you hope to get out of the Venture Day Competition?

b. Opportunity
Provide a quantitative description of the Opportunity for your enterprise and key
characteristics of the opportunity.

c. Vision Statement
What is your big vision? What problems are you solving and for whom? Where do
you want to be in the future?

d. Mission Statement
Create a short mission statement for your enterprise. Your mission statement is a
short (one sentence to one paragraph) inspirational statement of the purpose of your
venture. Be sure that your mission statement is concise and content rich, and excites your
readers.

II. VALUE PROPOSITION

Write a brief statement of how your target customer will benefit from your
product/service. Why should they care?

III. SWOT ANALYSIS

 Strengths
What are the internal assets, resources, capabilities and relationships of your
enterprise that will enhance or enable the success of your business?

 Weaknesses

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 What are the gaps in internal knowledge, skills and resources that will hamper or
impede the success of your business?

 Opportunities
What are the external conditions and resources that will enhance or enable the
success of your business?

 Threats
What are the external conditions that may hamper or impede the success your
business?

IV. MARKET ANALYSIS AND MARKETING PLAN

Market Analysis

 Available Market
Estimate the total number of possible direct beneficiaries for your organization, i.e.,
how many people could benefit from the value proposition. You can use geographic
boundaries (e.g. continent, nation, state) and demographics (e.g. age, gender, social groups)
to segment this number.

 Addressable Market
Identify the segment of the Available Market that you are currently targeting, or
could reach within a few years. This is the group of potential beneficiaries you can reach
with the organizational resources (financial and human) that you have (or plan to have)
available. Identify why these potential beneficiaries will “consume” your product or service,
rather than an alternative.

 Target Market Segmentation

Segment, or divide, your customers into different categories. These categories can be
anything that will help you to understand specific characteristics of your beneficiaries, how
to reach them, and what kind of communication and messaging will convince them to buy
your product and/or adopt your services. Some examples of categories are age, education
level, income level, location, size of family, or group affiliation (such as an industry or village
organization).

Marketing Plan

 Product
Describe how your product or service has been designed and tailored to meet the
needs of your target customer. Describe the key features or attributes of your
product/service and enhancements that make your product/service attractive to your
customers.

 Price
Explain your pricing strategy and why it will be effective with your target customer.

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 Promotion
Explain how you will reach your target customers and inform them of the availability
of your product.

 Place
Describe what distribution channel or channels you will utilize in order for your
product/service to be available and accessible your customers. Distribution channel includes
direct selling, stationary or mobile carts, retailers, distributors, wholesalers, e-commerce.

V. OPERATIONS

The operations describe how you will run your business and deliver value to your
customers. It describes the processes used to deliver your products and services to the
marketplace. Product ventures may include production, outsourcing, purchasing, quality
control, transportation, warehouse and shipping, customer and technical support, capital
expenditures for equipment and systems, etc. Service ventures may include location, type
and size of facility, recruitment and training of employees, hours of operation, computers,
equipment and systems, furnishings, etc.

VI. MANAGEMENT & HUMAN RESOURCE REQUIREMENTS

 Organization Chart
Draw an organization chart for your enterprise with the positions of each key
employee.

 Management Team
Who are the members of your management team and what are the roles of each
member?

 Board of Directors
Will you form a Board of Directors? If yes, provide a description and list of members
and roles/responsibilities for your Board of Directors.

VII. BUSINESS MODEL

 Revenue Drivers

Identify the key income (revenue) “drivers” that “monetize” (fund) your value
proposition. It is useful if at least a portion of the funds that you need to operate or scale will
be based on income for products or services provided (“earned income”) because earned
income reduces your dependence on contributed income (grants and/or fund raising). It is
imperative that the earned income be a by-product of producing the products and/or
services for your beneficiaries and not be an additional de-focusing initiative that would
distract you from your primary purpose.

 Cost Drivers

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 Identify the key expense (cost) drivers that are necessary to create the value you
describe in your value proposition, including any fundraising or sales expenses necessary to
create your income streams.

VIII. FINANCING REQUIREMENTS AND SOURCES OF FUNDS

How much capital do you need to start the business? What are the specific uses of
the capital fund needed to start the business?

How much working capital do you need to run the business? What are the specific
uses of the working capital?

The startup capital and working capital combined make up the cost of investment of
the business.

How will you raise the investment capital you need? How much will come from your
own savings? How much will come from the contributions from your family and friends?
How much will an outside investor contribute?

Example: If you win in this competition, how much of the prize money of P200,000 will you
use to start or grow your social business? Please describe how you will allocate the amount
to be used for starting or growing your social business?

IX. SIX MONTH START-UP OR DEVELOPMENT PLAN

Identify the key critical steps with the corresponding schedules you need to
accomplish within the next 6 months to get your business up and running.

X. FINANCIAL PROJECTIONS

Prepare the following 3-year summary financial projections of your enterprise:

 Statement of Income and Expense

 Cash Flow Statement
 Balance Sheet

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FORMAT OF THE BUSINESS PLAN

Font type and size: Calibri/Ariel/Times Roman 11 points

Line spacing: 1 ½ space
Margins: 1 inch margin all around (top, bottom, left, right)
Maximum pages: not exceeding 20 pages, including attachments

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