SAMPLE BUSINESS PLAN

Business Name : ______________________________________

Location : _______________________________________
Name of Owner : ______________________________________
Introduction : _______________________________________
________________ is a registered business engaged in
_______________________________________ owned
by___________________________________________________.

Business goals are as follows :

a. The operation started on _________________________________
b. The location could be reached by __________________________
c. The business could be expanded by _________________________

Table of Contents
Section 1 : The Business
1. Description of the business
The business is engaged in the distribution of or production, or
servicing customers.
______________________________________________________
2. Product/service
The product/service is
______________________________________________________
3. Market
Production will be distributed in (mention primary and secondary
market) The clients belong to (description of the socio-economic
level). The product is bought by clients for the following reasons:
______________________________________________________
______________________________________________________
______________________________________________________
4. Location of the Business
 The __________________business is located at ______________
It can easily be reached by________________________________
5. Competitors are as follows :
______________________________________________________
______________________________________________________
(State the name of the company and other relevant fact such as
size and possible sales)
A competitor’s profile includes price, quality, location, image,
projected, strategies of selling and operations.

6. Price
The current price is _______ . It is derived from the following
factors: ( production cost and marked up costs) _____________.
7. Marketing Strategies
The product will be distributed in the following manner :
______________________________________________________
______________________________________________________
8. Management
The management group is composed of the following ( name,
position, responsibility and qualification)
______________________________________________________
______________________________________________________
______________________________________________________
9. Personnel
The personnel needed are the following (enumerate the type of
work and their qualifications)
__________________________________________________________
_________________________________________________________

Summary of section One

 ______________________________________________________
______________________________________________________

Section II : Financial Data

1. Sources and application of funding:
Secure financial assistance from _________________________
For the following purposes _______________________________
______________________________________________________
Using the following Collaterals
______________________________________________________
_____________________________________________________

2. Capital Equipment List

The capital and equipment lists are the following :
______________________________________________________
Briefly describe the equipment and their uses. Include processes
employed in the production
___________________________________
______________________________________________________
3. Balance Sheet
This is a statement of the financial condition of an enterprise at a
given point in time usually only a focus, quarterly, semi-annually
or annually. It shows the owner how money has been invested
and the accrued profit or losses.
4. Break-even analysis
(It is a tool used by an entrepreneur in solving managerial
problems). It compares the total resources (TR) with the total
cost (TC).
TR represents income while TC represents expenses of the
enterprise. When TR is greater than TC, there is profit. But when
TR equals TC it is break even. There is no profit, nor loss.
5. Income Projection (profit- Loss Statement)
a. detailed by month ( for the first year)
b. detailed by quarter ( for the 2nd , 3rd , 4th, 5th )