BUSINESS PLAN

Format and
Content of a
Business
Plan
 CONTENT
APPROVAL SHEET
ACKNOWLEDGEMENT
TABLE OF CONTENTS
LIST OF TABLES
LIST OF FIGURES
EXECUTIVE SUMMARY
Chapter I BACKGROUND OF THE BUSINESS AND INDUSTRY
Chapter II MARKETING PLAN
Chapter III TECHNICAL SPECIFICATIONS
Chapter IV ORGANIZATION AND MATERIAL SPECIFICATION
Chapter V STRATEGIC PLAN
Chapter VI FINANCIAL PLAN
Chapter VII SOCIO-ECONOMIC CONTRIBUTION
BIBLIOGRAPHY
APPENDIX
CURRICULUM VITAE
 CHAPTER 1
Background of the Business and Industry

Overview of the Business

What is the business industry in the locale
How is the business operate, serve customer,
market type, competitors (1-2 pages)

Current Situation of the Business

Stability of the business
Description of the Service Offer/product/s
Internal and External environment

Vision – state the vision and mission of the company

 CHAPTER 1
Background of the Business and Industry

OBJECTIVES OF THE PROJECT

State first the general objective of the chapter

Specific objectives must be focused on market,

technical. Competitors & & Strategic, Action Plan,
organizational & Managerial Specification,
Financial, Socio Economic Contribution Analysis

Growth Potential
potential for market expansion, branch out,
merging, etc.
 CHAPTER II
Market Analysis
TARGET MARKET- describe your target market as
current, potential, and prospective

Market Strategies Program- introduce the market

strategy such as product, place, price, promotion
strategies, service marketing mix and quantify the
marketing budget.

Product/Service Quality- Describe the process

where a product/s identify quality, and services be
delivered that can exceed expectation of customers.
 CHAPTER II
Market Analysis

Brand Name and Logo – describe how name of a

brand incredibly important to market the product. In
deciding for a name it must reflect the image of a
company or the image the start up business wanted to
imply.

Brand Logo – which made use of type treatments

with a twist that makes then unique. It illustrate your
business’s key benefit using the logo. Tell about the
color and how it may affect emotions of customers.
 CHAPTER II
Market Analysis

Packaging – describe the packaging materials to be used,

how it will be used, and how it necessary in protecting
the storage and delivery of the products. Cite the primary,
secondary, tertiary etc. packaging and its uses.

Pricing – pricing scheme is necessary to evaluate relative

price in the market and to identify differences of price if
used in promotions and other marketing strategies like
attacking competitor’s price and promotions.

Distribution – channel distribution describes the cost,

channel member, transportation, warehousing, and
material handling.
 CHAPTER II
Market Analysis
Promotion – tell your promotion mix
strategies, process, cost, duration, media
used and concept.

Customer Service – tell your extended

service that can exceed customer
expectations, how do they reach your
company, how information be reached
the customers, what customer’s
assistance you can offer.
 CHAPTER III
Technical Study
Product Description – what is the product/service.
What made the product or service, what its
advantage/ultimate benefits over others in
competition and what it can do. Tell also about its
features, attributes and benefits. Or simply follow the
N- S-P-P- USP Model- (need, situation, person,
description and Unique Selling Proposition)

Uses of the Product - what are the ultimate uses of

the product/benefits of the service. What other
services or benefits derive of using the product and
identify the present and potential uses of the
product/ service.
 CHAPTER III
Technical Study

Operational Process – the process of converting the

direct materials into outputs or products before it will
be delivered to the market or the process of delivering
the service. Show a flowchart followed by a brief
discussion of each process.

Production Schedule – use projection technique like

average, trend analysis, etc, based on the demand and
supply performance of the company for the last 5
years. Present table followed by brief interpretation.
 CHAPTER III
Technical Study
Plant Layout and Location – brief
description is needed. Layout must be
presented. Use AutoCAD if possible.

Equipment and Machineries – all equipment

and machineries will be given brief
specification and use. This must also be
presented in table format with particulars,
quantity, unit cost, total cost and estimated
useful life.
 CHAPTER III
Technical Study
Supplies – all supplies must be presented
with brief description and uses. Table format
must also be presented with particulars,
quantity, unit cost and total cost.

Direct Materials – cost which can be easily

identified by the unit of production. Each
direct material should be given brief
description on how it used in the factors of
production.
 CHAPTER III
Technical Study

Utilities Expense – theses are usually

expenses for water, electricity and
communication. It is presented in table format
of the monthly usage and cost including the
supplier or provider. Each table should be
given brief interpretation.

Waste Management – what to do with waste

and how it can be converted into a more
useful output. Tell how this become a surplus
of the business.
 CHAPTER IV
Competitors and Strategic Analysis
Put the introductory paragraph of the chapter

Competition – identify the direct and indirect

competitors of the business, what are the
strategies of competitors, how do competitors
become opportunities of the business.
Strategically, what is the market position of the
business in competition. Should also evaluate its
key competitors.

Customer Analysis - what is the business’

customer segments. How does it serve niche
market.
 CHAPTER V
Strategic Action Plan
Put the introductory paragraph of the chapter

Core Competency – describe the competency of

people, system and process, suppliers, market
and technology.

Market Position and Image- describe the image

of the company associate with the brand/service.
How is the brand position in the market in which
customers can identify product image. How is the
product/service be considered as substitute or
top of the mind brand.
 CHAPTER V
Strategic Action Plan

SWOT ANALYSIS- strength and weaknesses

talk about the internal while opportunity and
threats for external characteristics of the
business. Each characteristic must be brief
analysis.

Business Strategy – in relation key

competencies the business must set it
objectives to achieve its strategies. Present it
in table form followed by brief discussion.
 CHAPTER VI
Organizational and Managerial Specification
Put the introductory paragraph of the chapter

Forms of Business Ownership – identify what

forms of business ownership (sole, partnership,
corporation and cooperative). Tell the advantages
and disadvantages of having that ownership.
Mention about its environment.

Organization Structure – show the relationship

among the task and the authority to do the tasks.
Should outline the reporting relationship of every
employee in the business. Please present the
figure followed with brief interpretation
 CHAPTER VI
Organizational and Managerial Specification
Manpower Requirements – describe the number of
workers and the necessary expertise that must
accompany each of the position that management
would be creating for the new business. This must
also present the job description of people in the
organization including managers. Each job
description must have content of job title, work
location, division/department, report to, job purpose,
job duties, skills/qualifications, experience, and
working conditions.

Compensation – should indicate the computation for

mandatory compensation and benefits. Present in
table form then give full discussions.
 CHAPTER VI
Organizational and Managerial Specification

Company’s Policy – enumerate the

company’s policy for employees,
customers/retailers, and suppliers. This in
necessary in the achievement of efficient
business operations.

Legal Requirements – identify procedural

requirements have done by the business
and how to do the renewal procedures.
Present permit fees in table form.
 CHAPTER VII
Financial Plans
Put the introductory paragraph of the chapter

Total Project Cost – present the working capital (table

format) say of 1.5 to 2 month operations. Interpret the table.

Set-Up Cost and Expenses – it present a substantial

investment. These may include construction of building,
equipment, office furniture and fixtures. Present and
interpret table.

Operational Expenses- these include all the costs to be

incurred during business operations for 5 years. Ex. Expenses
for selling, utilities, miscellaneous, depreciation (building,
equipment, furn. & fixtures, vehicle), repairs and
maintenance, and permit and licenses.
 CHAPTER VII
Financial Plans
Labor Cost- present and interpret table for direct labor, sss
contribution, philhealth, and other mandatory
compensation. These should be an annual compensation.

Government Services and Regulations. Present and

interpret legal requirements cost for 5 years.

Repairs and Maintenance – present the 5 years projected

maintenance cost. Specify materials and labor costs to be
incurred.

Sources of Funds- mention the start up capital and budget

for operations. It must present the sources like cash,
vehicle, equipment or machine.
 CHAPTER VII
Financial Plans

Payments of Debt – incase part of start up

capital will be through loan, present and
interpret terms of payment and interest.

Financial Statement – this must show the

financial position, financial performance, and
cash flow that is useful to a wide range of
users in making economic decision. Present
and interpret the projected five- year income
statement, balance sheet, and cash flow
statement.
 CHAPTER VIII
Socio-Economic Contribution
Put the introductory paragraph of the chapter

Contribution to Philippine Economy – specifically

how do you think the business can contribute to the
economic development of the country. In what
manner.

Employment Generation - tell how it can generate

more jobs in the locality, region and in the country.

Environment – tell how the business can protect and

maintain natural environment. How will the business
convert wastes into resources.
 CHAPTER VIII
Socio-Economic Contribution

Consumers- discuss the business

commitment and responsibilities to
customers. How the it respond to the right of
customers.

Appendix – schedule (computation)

implementation schedule (Gantt chart)
letters
certifications
APA bibliography
Curriculum Vitae
 Thank You
&
Good Luck to Your
Presentation