PROPONENTS:

Gonzales, Donna Faith V.

Luzong, Mikaela D.
Pascua, Nicholson V.
Rodriguez, Trisha Kaira G.
Sanchez, Kate R.
Valdez, Nouf Amiel L.

ADDRESS:
Villa Lucinda, Tarlac City, Tarlac

MOBILE NUMBER:
0930-561-5030

CONTACT US:
Facebook: Fresh Mocktails
Official Instagram:
@freshmocktailsofficial Twitter:
@freshmocktailsofficial
Gmail: @freshmocktailsofficial.com

1
 TABLE OF CONTENTS

Contents:
II. VISION..................................................................................................................................3
III. MISSION...............................................................................................................................3
SLOGAN..........................................................................................................................................3
IV. EXECUTIVE
SUMMARY....................................................................................................................................3
BRIEF DESCRIPTION OF THE PROJECT..................................................................................3
CURRICULUM VITAE..................................................................................................................3
PROJECT CONTRIBUTION TO THE ECONOMY.....................................................................4
V. MARKETING PLAN...........................................................................................................5
SITUATION ANALYSIS.................................................................................................................5
MARKETING OBJECTIVES.........................................................................................................5
TARGET MARKET........................................................................................................................5
MARKETING TACTICS................................................................................................................6
MARKETING CONTROLS...........................................................................................................7
VI. PRODUCTION PLAN.........................................................................................................8
FIXED CAPITAL...........................................................................................................................8
MAINTENANCE AND REPAIRS.................................................................................................9
SOURCES OF EQUIPMENT CAPACITY....................................................................................9
CAPACITY.....................................................................................................................................9
TERMS AND CONDITIONS OF PURCHASE OF EQUIPMENT..............................................9
FACTORY LOCATION AND LAYOUT........................................................................................9
RAW MATERIALS......................................................................................................................10
FACTORY OVERHEAD...............................................................................................................10
PRODUCTION COST...................................................................................................................11
ORGANIZATIONAL AND MANAGEMENT PLAN..............................................................13
FORM OF BUSINESS.................................................................................................................13
ORGANIZATIONAL STRUCTURE............................................................................................13
BUSINESS EXPERIENCE AND QUALIFICATION OF THE ENTREPRENEUR....................13
PRE-OPERATING ACTIVITIES..................................................................................................13
PRE-OPERATING EXPENSES....................................................................................................13
ADMINISTRATIVE ENPENSES.................................................................................................14
VII. FINANCIAL PLAN............................................................................................................14
INCOME STATEMENT...............................................................................................................14
CASH FLOW................................................................................................................................14
BALANCE SHEET........................................................................................................................15
BREAK-EVEN POINT..................................................................................................................15
RETURN OF INVESTMENT........................................................................................................15
FINANCIAL ANALYSIS.............................................................................................................15

2
II. VISION
We envision to be the world class resto-bar by offering a new variety of foods, beverages, promos,
and events and by providing excellent service to our customers. To establish a reputable name by
constantly satisfying our customers and to not only be on top of the industry but to remain consistently on
top.

III. MISSION
Our business is a restaurant and bar. We aim to provide food for students and group customers. Our
bar provides prepared entrees, dishes, and drinks (non-alcoholic and alcoholic). To be a part of people's
lives by offering good food and drinks of high quality and affordable prices. To consistently provide our
customers with a good service by giving them efficiency, knowledge, professionalism, and integrity in
our work, we want every customer who comes through our door to leave impressed and excited to come
back again.

SLOGAN/TAGLINE: "Don't think just drink."

IV. EXECUTIVE SUMMARY

BRIEF DESCRIPTION OF THE PROJECT
Fresh Mocktails will launch its first branch located in Villa Lucinda, Tarlac City that will cater all
students and teachers. This shop is like a mini resto bar that offers unique alcoholic and nonalcoholic
beverages.

CURRICULUM VITAE
Owner 1
Name: Donna Faith V. Gonzales
Address: Barangay Matatalaib Tarlac City
Educational Attainment: Bachelor of Technical Vocational Teacher Education Major in Food and Service
Management (secondary level)

Owner 2
Name: Mikaela D. Luzong
Address: Happy Hills Karangian, Tarlac City
Educational Attainment: Bachelor of Technical Vocational Teacher Education Major in Food and Service
Management (secondary level)
National Certificate: NC II (Cookery)

Owner 3
Name: Nicholson V. Pascua
Address: Barangay Matatalaib Tarlac City
Educational Attainment: Bachelor of Technical Vocational Teacher Education Major in Food and Service
Management (secondary level)

Owner 4
Name: Trisha Kaira G. Rodriguez
Address: Barangay Cutcut II Capas,

3
Tarlac

4
Educational Attainment: Bachelor of Technical Vocational Teacher Education Major in Food and Service
Management (secondary level)

Owner 5
Name: Kate R. Sanchez
Address: Barangay Santiago Yanca Concepcion, Tarlac
Educational Attainment: Bachelor of Technical Vocational Teacher Education Major in Food and Service
Management (secondary level)
National Certificate: NC II (Cookery)

Owner 6
Name: Nouf Amiel L. Valdez
Address: Barangay Cutcut I Capas, Tarlac
Educational Attainment: Bachelor of Technical Vocational Teacher Education Major in Food and Service
Management (secondary level)
National Certificate: NC II (Cookery)

PROJECTS CONTRIBUTION TO THE ECONOMY

Fresh Mocktails will serve new fresh taste of beverages to the consumers that will add gross
value from the food and beverage service activities to our industry. Fresh mocktails will spread awareness
especially to the consumers about the use of plastic products like cups. We encourage our consumers to
use reusable materials on our products like jars and glass cups, stainless and edible straws and more.
Also, for our main event in Fresh Mocktails, we encourage our costumer to bring their own jar or glass
since we have a DIY or do it yourself drink that is appropriate with your age. Additionally, we employ
students and Tarlac City citizens to give them work experience in our fresh mocktail resto bar.

V. MARKETING PLAN
Situation Analysis
Fresh Mocktails will offer its customers special foods and beverages. Fresh Mocktails has a
convenient location in Villa Lucinda, Tarlac City for the customers to create a bonding. It will offer
delicious and well-crafted products of food and beverages with a technology friendly that accompanies its
exceptional customer experience.
With a delicate staff that will serve as media platforms, Fresh Mocktails will also focus on social
media platforms such as Facebook, Instagram, Threads, YouTube, and other social media to increase its
customers, thus reaching those who are located near the shop. Additionally, all the social media platforms
of this shop will develop unique and inviting posts and will also post its daily specials, promos, upcoming
events, and updates for the customers.
Fresh Mocktails will partner with local businesses and offer VIP customers its food and
beverages. The goal of this is for those local businesses to either display or advertise Fresh Mocktails in
their office or retail shop.
Since the location of Fresh Mocktails is located near Lucinda Campus, it will provide a good
bonding for friends who visit Fresh Mocktails with offering a new variety of food and beverages since
this is a DIY resto bar. With the shop’s mission to provide the customers we serve them with a distinctive
and high-quality drink, an unforgettable moment, and excellent customer service.
Pricing at Fresh Mocktails will be reasonable and budget friendly and competitive shop so that
the customers feel like they get value for their money when they visit Fresh Mocktails.

5
Marketing Objectives
Should be able to:
-Offers quality products and provides relaxation and bonding to its customers.
-Work and study because Fresh Mocktails have a stable internet connection, good products, and
free Wi-Fi
-Implement loyalty programs or member discounts that entice customers to return again and again.
-Raise environmental awareness using reusable materials.
-Improve the economic situation of local citizens to employ them and for the students to have part
time jobs.

Target Market

6
Marketing Tactics
Product Prices

We will promote our products using advertisement platforms like Facebook, Instagram,
threads, twitter, YouTube etc. We can also use a traditional way of advertising our business by giving
away flyers and other print ads and conducting promos for our patrons. (Promos and discounts). Our
store will be located at Villa Lucinda near Tarlac State University Lucinda Campus where our loyal
customers can avail themselves of our products. The business owners will represent the business. An
ecofriendly environment is the theme of the store, which is good for loosening up, unwinding,
relaxing, and letting yourself go out in your comfort zone. We have a DIY or do it yourself bar drink,
where you can make your own desired drink which is appropriate with your age (alcoholic or non-
alcoholic). We will be using reusable utensils, plates, and glassware for our dining products while in
take out, we use paper cups and paper bags. Also, we require our customers to bring their own jar or
cup if the orders are for take-home.

7
MARKETING CONTROLS
Start-up Cost

8
 V. PRODUCTION PLAN

FIXED CAPITAL

• Refrigerator

• Freezer

• Espresso Machine

• Coffee Maker

• Blender

• Electric Kettle

• Oven

• Ranges

• Cooking Equipment
• Tables and Chair

• Sofas and Couches

• Shelves and Cabinets

• Indoor plants

• Lamps

• Paintings/Posters

• Computer

• Printer

• POS System

9
Life of Fixed Capital
With proper use and proper maintenance, the life expectancy of each equipment will be up to 5
years.
Maintenance Repairs
The owner assign staffs to be in-charge of the daily maintenance of the equipment and
machineries and the owners will also conduct a weekly check-up of the equipment and machineries to
ensure that they are still in good condition and can cost any accident if they going to use it.
Sources of Equipment
The owners will purchase equipment and machinery directly to the suppliers such as Hanabishi
and other brands so they can avail discount.
Capacity
The store's intended capacity will hold 25–30 people, and it probably will grow to 3 soon.
Terms of Condition of Purchase and Equipment
The machines, equipment and products will be purchased directly from the manufacturer in full
payment to prevent any more issues with the machinery and equipment.
Factory Location and Layout
Villa Lucinda, Tarlac City, Tarlac (Infront of Lucinda Campus)

1
0
Raw Materials

Raw Materials are available locally throughout the year.

• ₱80.00 – 1.5 L Soda

• ₱250.00 – 750mL Syrup
• ₱80.00 – 1 pack Herbs peppermint

• ₱120.00 – 125g Juice powder

• ₱125.00 – ½ kilo Fruits (Lime, Lemon)

• ₱20.00 – Ice
• ₱200.00 – 1L Spirits
• ₱100.00-1 kg coffee beans
• ₱130.00 – 1kg chocolate powder
• ₱60.00 -1L fresh milk
• ₱50.00 -1kg sugar
• ₱25.00 – mineral water

Factory Overhead Expenses

Bills and Rental Per Year - ₱100,00

Insurance - ₱50,000

10
Production Cost
Cost of Product

11
Sales

12
VII. ORGANIZATIONAL AND MANAGEMENT PLAN
Forms of Business
The business is informed of general partnership where in the 6 (six) owners have equal shares to
the business capital thus, all the owners have equal part on the profit.

Organizational Structure

Designation:
Owner 2 - in charge of the business overall
operation Owner 3 - in charge of making
inventories.
Owner 4 - supervise the business during operation hours in charge of making inventories.
Owner 1 - the "front-line" person (she/he handles phone calls, greets visitors, handles the mail and
other reservation)
Owner 5&6 - in charge of the delivered products and maintains equipment and machinery as well
as the production.

Business Experience and Qualifications of the Entrepreneur

The owners are college students Major in Food and Service Management with a National
Certificate II in bread, pastry, and cookery.
Pre-operating Activities
The pre-operational activities of the business include inventory, procurement of ingredients and
materials, cleaning the store, and checking equipment.
Pre-operating Expenses

Ingredients:

• Mineral Water

• Pearls

• Ice

• Milk

• Soda

• Syrup

• Herbs

• Juice powder

• Fruits

• Spirits

• Coffee beans

• Chocolate powder
• Sugar

13
Administrative Expenses

• Registration of the Business

• SSS Workers

• Bills and Rentals

VIII. FINANCIAL PLAN

Income Statement

Cash Flow

14
Balance Sheet

Return on Investment
The business will reach its return on investment three years from its opening.

Financial Analysis
The business requires low production cost, small start-up capital and few manpower but with the
right amount of teamwork it will prosper and will create a name in Food and Beverage Service Industry
thus making Fresh Mocktails a feasible business to the young entrepreneurs.

15