Final Business Plan

Worldtech Resources Institute
Concepción Grande Naga City

A/Y 2021-2022
PEARLS IN A BOTTLE
A Business Plan
Presented to the WRI Colleges Metro Naga
Business Administration Department
Submitted by:
Darla Ahlea L. Sotto
Jobelyn C. Yukim
Adyl A. Castroverde
Connie P. Francisco
Jennelyn R. Mojico
Dan Michael De Leon
Reylord Gallora
Jennifer Ortua
Shiela Uchi Salvador
BSBA 3 & 4
Submitted to:
Mrs. Cristita Ramboyong
Instructor
November 2021
A/Y 2021-2022
TABLE OF CONTENTS
TABLE OF CONTENTS
COVER PAGE -------------------------- 1

TABLE OF CONTENTS -------------------------- 2
I. EXECUTIVE SUMMARY -------------------------- 3
II. BUSINESS DESCRIPTION
Vision ------------------------- 3
Mission -------------------------- 4
Objectives -------------------------- 4
III. DEFINITION OF THE MARKET -------------------------- 4
IV. DESCRIPTION OF PRODUCTS AND SERVICES -------------------------- 5
V. ORGANIZATION & MANAGEMENT
Organizational Structure -------------------------- 6
Job Description and Specifications -------------------------- 6
Company Policy -------------------------- 9
Legal Requirements -------------------------- 10
VI. MARKETING STRATEGY
Target Market -------------------------- 14
Marketing Objectives -------------------------- 14
Marketing Strategies -------------------------- 15
VII. FINANCIAL MANAGEMENT -------------------------- 16
VIII. APPENDICES -------------------------- 16
A/Y 2021-2022
INTRODUCTION
I. EXECUTIVE SUMMARY
Pearls in a Bottle is a drink and beverage small business offering
level up tapioca drinks with different innovative flavors. This concept was
decide upon the brainstorming of the business owners that even it is the
Christmas Season wherein the typical weather should be cold, people still
crave for something cold too as well as the love of people to milk tea is
indeed incomparable that is why the business owners came up to the
idea to launch a business that is resulted from that inception and that is
where Pearls in a bottle originated. The idea is to produce a cold drink
with pearls smaller than what we usually prefer in milk tea with flavors that
people haven’t tried yet.
Pearls in a bottle aims to satisfy people’s cravings. This product can
be a best alternative to milk tea because the concept is somehow similar
but the thing is that the pearls can easily be chewed as it is really small. As
there are a lot of medical opinions that black pearls are hard to digest.
This product is made to order, ready for on-the-go and is sustainable
because we are using reusable plastic bottles.
The innovative flavors are the dalgona coffee tapioca, pandan
matcha tapioca and mango graham tapioca. These flavors are a
combination of two different flavors in one so it is really delightful and we
made sure of that upon our taste test. As well as we are offering the 500ml
drink that can be somehow equivalent to the 16oz of milk tea.
Pearls in a bottle are expected to be sold at affordable prices given
its quality. This business hopefully will be patronized by the market, this can
be ordered online through our Facebook Page and our system will be
ordered now and there will be a scheduled delivery.
A/Y 2021-2022
II. MISSION, VISION AND OBJECTIVES
MISSION:
To provide delightful and tasty leveled up tapioca drinks to be the best
alternative of milk tea without sacrificing the quality to satisfy customer’s
cravings of cold and yummy drinks at reasonable prices.
VISION:
We envision to satisfy and provide our customers with new flavors tapioca
beverages at the same time maintaining excellent customer service by
producing drinks at an affordable price that will contribute to our
customer’s joy and overall joy satisfaction.
OBJECTIVES:
● To serve our customers flavorsome tapioca drinks at prices they can
afford
● To build customers relation to attain a brand in the market
● To work within the mission and vision to provide innovative drinks to
be the ebay alternative of milk tea.
A/Y 2021-2022
III. DESCRIPTION OF THE PRODUCTS
PEARLS IN A BOTTLE
(TAPIOCA DRINKS)
Our Business is offering three (3) innovative flavors of tapioca drinks
namely; the dalgona coffee tapioca, the mango graham tapioca and the
pandan matcha tapioca. We came up to this product idea as we have
observed that people are indeed weird as even during rainy season they crave
for cold drinks like shakes, milk tea and even simple soft drinks so by then we
decided to make beverages that will cater people’s craving of milk tea by
creating new and inventive flavors that customers surely never tried before.
A/Y 2021-2022
Below are the brief details about each flavor:
COFFEE DALGONA - This is the iced coffee and a coffee jelly in one but with
tapioca version to make it more like a milk tea vibes wherein the dalgona
coffee is not mixed with the milk beneath having the tapioca pearls and black
gulaman float all over.
MANGO GRAHAM - This is the mango milkshake, mango milk tea or will pass
as a mango graham in a bottle as the mango are below with the tapioca on
top of it and a crushed graham above then the mango liquid milk mixture to
complete the drink.
PANDAN MATCHA - This is a combination of a pandan and matcha flavor
sharing the green goodness in one. The matcha milk with the tapioca pearls
as well as the pandan flavored gulaman.
OTHER INFORMATION:
● In each bottle you get 500ml content.
● It is made with no preservatives added.
● It was made in a safe and clean environment.
A/Y 2021-2022
MANAGEMENT ASPECT
A. COMPANY PROFILE: NAME AND LOGO
The name of the business is “Pearls in a Bottle” and this is the Official Logo
of Pearls in a bottle, it illustrates a horizontal bottle with small white pearls inside
and a word “pearls” to complete the bottle look.
B. ADDRESS
We are located at Francisco’s Residences in Green Acres Subdivision

Concepcion Pequena, Naga City.
C. DATE OF IMPLEMENTATION
The Business started November 29, 2020.
D. ORGANIZATIONAL STRUCTURE
A/Y 2021-2022
DARLA AHLEA L.
SOTTO
Operations Manager
JOBELYN JENNELYN ADYL CONNIE

YUKIM MOJICO CASTROVERDE FRANCISCO
Finance Business Sales and Production
Manager Manager Marketing Manager
DM DE LEON
Marketing Staff
Jennifer Ortua
Sales Staff
SHIELA
SALVADOR
Sales Staff
REYLORD
GALLORA
Marketing Staff
E. JOB DESCRIPTION AND SPECIFICATION

A/Y 2021-2022
NAME: Darla Ahlea L. Sotto

POSITION: Operations Manager
Job Specification:
• Manages the business team in all aspects, that enables them to finalize
certain ideas to be put into the business.
• Lists all the important details and gets updates from the assistant
manager and staff.
• Monitor the progress of all the progress in different departments such as
the Operations, Sales Marketing, and Production
• Resolves and thinks of ways to improve the process of the business and
the product itself.
Job Description:
General managers effectively act as scaled-down CEOs,
overseeing the daily operations of a business segment, department, or
stand-alone retail location. They ensure strategic goals are met by setting
operational policies, creating and maintaining budgets, managing
employees, and more. General managers are adept leaders with strong
business minds and a knack for organization and collaboration.
Ultimately, they’re responsible for ensuring individual departments,
segments, or stores are effective in achieving their goals.
A/Y 2021-2022
NAME: Jobellyn C. Yukim

POSITION: Finance Manager
Job Specification:
• Highly trained and capable teamwork skills.
• Ability to see the bigger picture and provide helpful ideas, plans and
numerous input for the company.
• Ability to maintain composure under pressure.
• Ability to maintain and control conversations with customers, customer
evangelism, and customer-focused product development and outreach.
• Skillful in using the internet and using numerous social media platforms.
Job Description:
Improving the product marketability and profitability by
researching, identifying, and capitalizing on market opportunities across
the market; improving product packaging style; coordinating new
product developments. Sustains rapport with key accounts by making
periodic visits; exploring specific needs; anticipating new opportunities;
analyzing the customer’s preferences. Provides information by collecting,
analyzing, and summarizing data and trends from different branches of
the same company across the country. Protects the organization's values
and reputation by keeping information confidential.
A/Y 2021-2022
NAME: Jennelyn R. Mojico

POSITION: Business Manager
Job Specification:
• Problem solving skill
• Good communication skill
• Technical Skills
• Detail Oriented
• Good at prioritizing
• Great interpersonal skills
Job Description:
Manage operational issues and concerns from time to time.
Maintain the cleanliness, safety, and organization of the facility.
Communicate with the Operations Manager about different operational
issues and promotional activities. Works with interviewing, recruiting,
training, performance evaluation, promotion and termination activities.
Develop and keep operational guidelines for staff. Make the operations
team know the best practices, company policies and service excellence
standards. Generate operational reports.
A/Y 2021-2022
NAME: Adyl A. Castroverde

POSITION: Sales and Marketing
Manager
Job Specification:
• Well-built flexibility
• Punctilious person
• Strong ability to take initiative and confidentiality right to Customer’s
demand/interactions.
• Prior Customer support and Customer Successful Experience. • Able to
be well organizational and has strong time management skills.
Job Description:
Manage and handle the receipt of the Customers. Developing field
sales action plan. Managing schedules, appointments and meetings
necessary. Answers customers questions and needs. Contributing ideas of
changes into a product, service and policy by estimating the culmination
and merciless enlargement.
A/Y 2021-2022
NAME: Dan Michael De Leon

Staff
Job Specification:
• Person who is punctual
• Flexibility built well
• Strong ability to respond to customer demands with confidence. •
Investigates and addresses customer concerns about our goods, services,
and other issues.
• Our products and personnel's results, as well as the product's quality, are
held to a set of standards.
• Expert knowledge in social media is crucial for a company's marketing
efforts. * Makes a commodity appealing to a specific market.
• Problem solver
Job Description:
Directly communicate with clients to establish a trusting relationship.
Assist customers with escalating problems. Contacts made by networking
activities should be followed up on. Improves the marketability and
profitability of a commodity by conducting analysis. Finds new ways to
sell goods. As required, schedules appointments and meetings.
A/Y 2021-2022
NAME: Jennifer Ortua

Staff
Job Specification:
• A strong communicator
• Can work under pressure
• Focuses on the client's needs
• Makes the product more appealing to the target market
• Good at using social media
Job Description:
Having contact with the customers all the time. Responsible for
providing information by collecting, analyzing, and summarizing data
and trends.Protects organization's value by keeping information
confidential. Implements marketing plans and works to meet sales quotas.
A/Y 2021-2022
NAME: Shiela Uchi Salvador

Staff
Job Specification:
• Person who is punctual
• Flexibility built well
• Strong ability to respond to customer demands with confidence. •
Investigates and addresses customer concerns about our goods, services,
and other issues.
• Our products and personnel's results, as well as the product's quality, are
held to a set of standards.
• Expert knowledge in social media is crucial for a company's marketing
efforts. * Makes a commodity appealing to a specific market.
• Problem solver
Job Description:
Directly communicate with clients to establish a trusting relationship. Assist
customers with escalating problems. Contacts made by networking
activities should be followed up on. Improves the marketability and
A/Y 2021-2022
profitability of a commodity by conducting analysis. Finds new ways to

sell goods. As required, schedules appointments and meetings.
NAME: Reylord Gallora

Staff
Job Specification:
• A strong communicator
• Can work under pressure
• Focuses on the client's needs
• Makes the product more appealing to the target market
• Good at using social media
Job Description:
Having contact with the customers all the time. Responsible for providing
information by collecting, analyzing, and summarizing data and
trends.Protects organization's value by keeping information confidential.
Implements marketing plans and works to meet sales quotas.
A/Y 2021-2022
NAME: Connie P. Francisco

POSITION: Production Manager
Job Specification:
● Understanding the store funds and mindfulness of affect to the trade.
● Capacity to apply basic considering abilities in all situations.
● Capacity to work well independently as in a group environment.
● Detail situated and great organizational abilities.
● Capacity to handle numerous ventures at the same time and freely.
Job Description:
Operation staff must organize and oversee competing needs. Responds
to crisis circumstances and staff issues. Operation staff implements the
records maintenance prerequisites for information administration. Screens
the administrative code relating to their obligation.
A/Y 2021-2022
MARKETING ASPECT
A. TARGET MARKET
Our Target Market are those people who like to purchase Milk tea and are
addicted to Cold Beverages online as we will set up a brand in Facebook
having our Facebook Page. These people are within the scope of Naga
and Pili Area only that will be transferred from Concepcion Pequena to
the residence or place of the customer via delivery. The people we target
are usually teens and those who are working who want on-the-go drinks.
B. MARKETING OBJECTIVES
● Improve Brand Reputation
● Improve Product Quality
● Increase Customer Advocacy
● Increase Efficiency
● Break into New Markets
● Increase our Customer Experience
C. MARKETING STRATEGIES
● Product sampling
○ It is wherein the consumer give their product free of cost so
that customers
A/Y 2021-2022
○ may try their product before purchasing.

● Coupon Discounts
○ It is an extra benefit given in the customer as rebate to their
purchase or
○ certain goods.
● Blog
○ It will serve as a platform that will help developing a surveys to
see what
○ interests your audience.
● Giveaways
○ A surprise give away serve as effective marketing tactic, this
are best used
○ as a complement to other channels or as a way to connect
to your current audiences and winners would also promote
the product that will help flourishing the business.
● Social Media
○ It is used to connect with your customers, partners and
distributors. This will
○ help you to increase your sales and promote your own
products.
● Advertisement Deals
○ This will help the company to promote its own products. It
comes with many forms such as posters and many more. The
purpose of this is to attract people and their interest. At the
same time, to fulfill their needs.
● Creating your own Page
A/Y 2021-2022
○ Creating your own website will make your company more

professional and decent compared to other companies.
Having your own website is better rather than having just your
own social media profile to promote your company.
● Partnership with different Businesses
○ This happens when two or more companies have the same
interest regarding products and more. It will help both parties
to benefit in every project they will be into.
D. PACKAGING
The Packaging of our product is a reusable plastic bottle with a label on it.
The label includes the logo, the name of the flavor, the tagline and the
contact information, the address as well as the Facebook Page of the
Business.
A/Y 2021-2022
FINANCIAL ASPECT
A. CAPITAL
Pearl in a Bottle had 3,000 pesos as starting capital that came from the
personal contribution funds of the owners.
B. EXPENSES
Shown in the table below is the Total Expenses on our first production:
ITEM QUANTITY AMOUNT
Bottles 30 pcs. PHP 345.00
Mango Syrup 1 pack PHP 170.00
Crushed Graham 1kg PHP 175.00
Cowbell Condensada 3 pcs of 300ml PHP 175.00
Cowbell Evaporada 3 pcs of 370ml PHP 66.00
Alaska Crema 3 pcs of 250ml PHP 165.00
Pandan Powder 1 pack PHP 95.00
Matcha Powder 1 pack PHP 155.00
Brown Sugar 1kg PHP 44.00
Black Gulaman 1 pack PHP 15.00
Green Gulaman 1 pack PHP 15.50

A/Y 2021-2022
Coffee 1 pack PHP 69.50
Tapioca 1kg PHP 100.00
Plastic Bag 100 pcs PHP 50.00
Mango 1kg PHP 160.00
Coffee Beans 1 pack PHP 83.00
Sticker Printing 5 pages PHP 120.00
Cartolina 3 pcs PHP 27.50
Fare 3 person PHP 44.00
Nestle Cream 1 pack PHP 68.00
Cowbell Condensada 300ml PHP 45.00
Cowbell Evaporada 370ml PHP 30.00
TOTAL PHP 2,135.00
BUFFER PHP 865.00
CAPITAL PHP 3,000.00
Below is the computation of ingredients per bottle:
PANDAN MATCHA DALGONA COFFEE MANGO GRAHAM
ITEM AMOUNT ITEM AMOUNT ITEM AMOUNT
Evaporated PHP 2.20 Evaporated PHP 2.20 Evaporated PHP 2.20

Milk Milk Milk
Condensed PHP 3.00 Condensed PHP 3.00 Condensed PHP 3.00

Milk Milk Milk
A/Y 2021-2022
Cream PHP 6.00 Cream PHP 6.00 Cream PHP 6.00
Gulaman PHP 2.00 Crushed PHP 3.50 Gulaman PHP 2.00

Graham
Sugar PHP 4.40 Mango PHP 3.50 Sugar PHP 4.40
Matcha PHP 3.00 Mango PHP 3.40 Coffee PHP 2.00

Powder Syrup
Pandan PHP 2.00 Sugar PHP 4.40 Tapioca PHP 2.00

Powder
Tapioca PHP 2.00 Tapioca PHP 2.00 Bottle PHP 11.00
Bottle PHP 11.00 Bottle PHP 11.00 Plastic Bag PHP .50
Plastic Bag PHP .50 Plastic Bag PHP .50 —-- —--
TOTAL PHP 36.10 TOTAL PHP 36.00 TOTAL PHP 33.10
C. PRICING STRATEGY
Shown in the table below the pricing strategy behind our products which
we used markup strategy:
FLAVORS TOTAL AMOUNT RETAIL PRICE PROFIT PER

SPEND EACH BOTTLE
Pandan Matcha PHP 36.10 PHP 79.00 PHP 42.90
Dalgona Coffee PHP 33.10 PHP 85.00 PHP 51.90
Mango Graham PHP 36.00 PHP 90.00 PHP 54.00

A/Y 2021-2022
D. PROJECTED WEEKLY AND MONTHLY COST

The Table below shown the following cost for the next week of production:
ITEM QUANTITY AMOUNT
Bottles 60 pcs. PHP 660.00
Cowbell Condensada 3 pcs of 300ml PHP 175.00
Cowbell Evaporada 3 pcs of 370ml PHP 66.00
Alaska Crema 3 pcs of 250ml PHP 165.00
Black Gulaman 1 pack PHP 15.00
Green Gulaman 1 pack PHP 15.50
Mango 1kg PHP 160.00
Sticker Printing 5 pages PHP 120.00
Fare 3 person PHP 44.00
TOTAL PHP 1,420.00
For the reason that we still have left stocks of ingredients, only a few more
ingredients are lacking.
A/Y 2021-2022
Given that we are expecting 10-15 orders per week each flavor, the Table
below shown our projected weekly income:
PRODUCTS/ TARGET PRODUCT AMOUNT PROJECTED

FLAVORS PER WEEK EACH INCOME IN A
WEEK
Pandan Matcha 15 Bottles PHP 79.00 PHP 1,185.00
Dalgona Coffee 15 Bottles PHP 85.00 PHP 1,275.00
Mango Graham 15 Bottles PHP 90.00 PHP 1,350.00
TOTAL 45 Bottles —--- PHP 3,810.00
So we are projecting minimum of 15 orders each flavor, below shown is

our projected sales/income for a month with this perspective operating
the business 4 weeks in a month:
PRODUCTS/ TARGET AMOUNT PROJECTED

FLAVORS PRODUCT EACH INCOME IN A
PER MONTH MONTH
Pandan Matcha 60 Bottles PHP 79.00 PHP 4,740.00
Dalgona Coffee 60 Bottles PHP 85.00 PHP 5,100.00
Mango Graham 60 Bottles PHP 90.00 PHP 5,400.00

A/Y 2021-2022
TOTAL 180 Bottles —--- PHP 15,240.00
The business hopefully profits to the maximum intent of 15,240 a month

soldering 60 Bottles.

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Worldtech Resources Institute

Concepción Grande Naga City

COVER PAGE -------------------------- 1

II. MISSION, VISION AND OBJECTIVES

III. DESCRIPTION OF THE PRODUCTS

Below are the brief details about each flavor:

A. COMPANY PROFILE: NAME AND LOGO

We are located at Francisco’s Residences in Green Acres Subdivision

JOBELYN JENNELYN ADYL CONNIE

E. JOB DESCRIPTION AND SPECIFICATION

NAME: Darla Ahlea L. Sotto

NAME: Jobellyn C. Yukim

NAME: Jennelyn R. Mojico

NAME: Adyl A. Castroverde

NAME: Dan Michael De Leon

NAME: Jennifer Ortua

NAME: Shiela Uchi Salvador

profitability of a commodity by conducting analysis. Finds new ways to

NAME: Reylord Gallora

NAME: Connie P. Francisco

○ may try their product before purchasing.

○ Creating your own website will make your company more

ITEM QUANTITY AMOUNT

Bottles 30 pcs. PHP 345.00

Mango Syrup 1 pack PHP 170.00

Crushed Graham 1kg PHP 175.00

Cowbell Condensada 3 pcs of 300ml PHP 175.00

Cowbell Evaporada 3 pcs of 370ml PHP 66.00

Alaska Crema 3 pcs of 250ml PHP 165.00

Pandan Powder 1 pack PHP 95.00

Matcha Powder 1 pack PHP 155.00

Brown Sugar 1kg PHP 44.00

Black Gulaman 1 pack PHP 15.00

Green Gulaman 1 pack PHP 15.50

Coffee 1 pack PHP 69.50

Tapioca 1kg PHP 100.00

Plastic Bag 100 pcs PHP 50.00

Mango 1kg PHP 160.00

Coffee Beans 1 pack PHP 83.00

Sticker Printing 5 pages PHP 120.00

Cartolina 3 pcs PHP 27.50

Fare 3 person PHP 44.00

Nestle Cream 1 pack PHP 68.00

Cowbell Condensada 300ml PHP 45.00

Cowbell Evaporada 370ml PHP 30.00

TOTAL PHP 2,135.00

BUFFER PHP 865.00

CAPITAL PHP 3,000.00

Below is the computation of ingredients per bottle:

PANDAN MATCHA DALGONA COFFEE MANGO GRAHAM

ITEM AMOUNT ITEM AMOUNT ITEM AMOUNT

Evaporated PHP 2.20 Evaporated PHP 2.20 Evaporated PHP 2.20

Condensed PHP 3.00 Condensed PHP 3.00 Condensed PHP 3.00

Cream PHP 6.00 Cream PHP 6.00 Cream PHP 6.00

Gulaman PHP 2.00 Crushed PHP 3.50 Gulaman PHP 2.00

Sugar PHP 4.40 Mango PHP 3.50 Sugar PHP 4.40

Matcha PHP 3.00 Mango PHP 3.40 Coffee PHP 2.00

Pandan PHP 2.00 Sugar PHP 4.40 Tapioca PHP 2.00

Tapioca PHP 2.00 Tapioca PHP 2.00 Bottle PHP 11.00

TOTAL PHP 36.10 TOTAL PHP 36.00 TOTAL PHP 33.10

FLAVORS TOTAL AMOUNT RETAIL PRICE PROFIT PER

Pandan Matcha PHP 36.10 PHP 79.00 PHP 42.90