The Business Plan

The
Prepared by:
Maria Rowena Juezan
OBJECTIVES:
Plan a small Design a business

business that plan outline of the
helps a small business
community. proposal.
Display critical Propose a project

thinking and that show concern
determination in for others and are
doing the task. beneficial to them.
Introductory Activity
Identify the following Pictures

flashed in the screen
Compare and Contrast the
pictures below
Analysis
1. What do you think are the advantages

of having your own business?
2. What do you think will happen if you
don’t have enough people in a large
scale business?
3. In your evaluation, if you will become
an entrepreneur, what kind of business
you want to put up?
The
Prepared by:
Maria Rowena Juezan
What is a Business Plan?
A business plan is an essential written document
that provides a description and overview of your
company's future. All businesses should have a
business plan. The plan should explain your
business strategy and your key goals to get from
where you are now to where you want to be in the
future.
Concept of a Business Plan
A well-written business plan is one that
contains all information necessary for the
financing source to make a decision even
without taking the entrepreneur.
Authors Hisrich and Peters’ definition
of a Business Plan
It is a written document prepared
by the entrepreneur that describes
all relevant external and internal
elements involved in starting a
new venture.
It is an integration of functional
plans such as marketing, finance,
manufacturing and human
resources.
David E. Gumpert’s concept and
difinition of Business Plan
A business Plan is a document that

convincingly demonstrates the ability of a
business to sell its product or services to
make satisfactory profit and be attractive to
potential backers.
Other definition of business plan
It is thinking ahead of objectives, strategies,

financing, production, marketing, profit
prospects, and growth possibilities.
What to do?
How to do it?
PLANNING
When to do it?
What to expect in
the future?
Principles of Planning
Planning must be Realistic.
Planning must be based on felt needs.
Planning must be flexible.
Planning must start with simple projects.

Stages of Business Planning
Unplanned Budgeting
Stage System Stage
Annual
Planning Stage Strategic
Planning Stage
Top-down & Bottom-up
Criteria of Effective Planning
The plan should state clearly its objectives.
The plan should provide measures for a

satisfactory accomplishment of the
objectives in terms of quantity, quality,
time and cost.
The plan should state the policies, which could

guide people in attaining the objectives.
The plan should indicate what department or

unit would be involved in accomplishing the
objectives.
The plan should specify the required resources

and other corresponding costs.
The plan should indicate the time, which

should be allowed for each activity. It may
be necessary to establish a target data for
completing the activity.
The plan should be designate the officers

who will be held accountable for the
accomplishments of the objectives.
Components of Business Planning
SWOT
Objectives
Strategies
Time Frame
Characteristics of a Sound Business Plan
 Objectives
 Clear
 Logical and simple
 Flexible
 Stable
 Complete and Integrated
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Reasons for Doing a Business Plan
ToTosell
sellyourself
yourselfasasaabusiness
business
ToToobtain
obtainaabank
bankfinancing
financing
ToToobtain
obtaininvestment
investmentfunds
funds
ToToarrange
arrangestrategic
strategicalliance
alliance
ToToobtain
obtainlarge
largecontracts
contracts
ToToattract
attractkey
keyemployees
employees
ToTocomplete
completemergers
mergersand
andacquisition
acquisition
ToTomotivate
motivateand
andfocus
focusyour
yourmanagement
managementteam
team
Obtaining the Facts for a Business Plan
• What is unique about my product/services?

• Who are my competitors?
• How will my costumers buy?
• What is my share in the market?
• What is the market potential?
• Who are my customers and where are they
located?
• Where will I put my business?

• How big should be my plant or place of
business?
• What equipment will I need and what size?
• How will I treat customers?
• What personnel do I need?
• How will I organize my enterprise?

• What kind of records do I need?
• How much capital do I need?
• How profitable will the business be?
• How financially healthy will I be?
• What is my break-even point?
Outline of a Business Plan
Sample Format:
From Hisrich and Peters
I. Introductory Page
A. Name and Address of Business
B. Names and Address of the principals
C. Nature of Business
D. Statement of Financing needed
E. Statement of Confidentiality report
Sample Format:
II. Executive Summary

III. Industry Analysis
A. Future outlook and trends
B. Analysis of competitors
C. Market segmentation
D. Industry forecasts
Sample Format:
IV. Descriptions of Venture

A. Products
B. Services
C. Size of Business
D. Office equipment and personnel
E. Background of entrepreneurs
Sample Format:
V. Production Plan
A. Manufacturing process( amount
subcontracted)
B. Physical Plant
C. Machinery and Equipment
D. Names of suppliers of raw materials
Sample Format:
VI. Marketing Plan

A. Pricing
B. Distribution
C. Promotion
D. Product of forecast
E. Controls
VII. Organizational Plan

A. Form of ownership
B. Identification of partners or principal
shareholders
C. Authority of principals
D. Management-team background
E. Roles and responsibilities of members
of organization.
Sample Format:
VIII. Assessment of Risk

A. Evaluate weakness of business
B. New technologies
C. Contingency plan
Sample Format:
IX. Financial Plan

A. Pro forms income statement
B. Cash flow projections
C. Pro forma balance sheet
D. Break even analysis
E. Sources and applications of funds
Sample Format:
X. Appendix (contains back-up materials)

A. Letters
B. Market research data
C. Leases or contracts
D. Price list form suppliers
Sample Format:
From other books of Entrepreneur
 Cover sheet: Name of Business, name of

principals, addresses and phone numbers
 Business Goals
 Strategies
 Table of Contents
Section 1: The Business

A. Description of business
B. Product/services
C. Market
D. Location of business
E. Competition
F. Management
G. Personnel
H. Application and Expected effect of
loan(if needed)
I. Summary
Section 2: Financial Data
A. Sources and application for funding
B. Capital equipment list
C. Balance sheet
D. Break-even analysis
E. Income projections (profit and loss
statements)
a. Five-year Summary
b. Detail by month for first year
c. Detail quarter for second, third,
fourth, fifth years
d. Notes of explanation
Section 2: Financial Data
F. Cash Flow Projection

a. Detail by month for first year
b. Detail by quarter for second, third,
fourth, and fifth
c. Notes of explanation
G. Deviation Analysis
H. Historical financial reports for existing
business
a. Balance sheet for past five years
b. Income statement for past five years
c. Tax returns
Section 3: Supporting Documents
Personal resumes, personal balance

sheets, costs of living budget, credit
reports, letter of reference, job
descriptions, letter of intent, copies of
leases, contracts, legal documents, and
anything else relevant to the plan.
Steps in Business Planning
Evaluate your personal resources and interest,

and the resources of the community
Do you have a necessary funds?

Do you have a skills or management experiences?
Does the government provide financial and
technical assistance?
Are raw materials available?
Are you interested in such business?
Do you have good human relations?
Analyze your market
Is there a good demand for your product?

How many competitors are there in the market?
What is your estimated share in the market?
Who are your customers?
Are they interested in existing products or
services?
Is it possible for you to offer better quality or a
lower price?
Is there a reasonable profit?
Choose a proper business location
Is it near your perspective customers?

Are there facilities like electricity, water,
transportation and communications?
Is it place clean, decent and peaceful?
Do you have a good alternative in case the
best location is expensive?
Is it accessible to raw materials and other
suppliers?
Prepare a financial plan
What are your objectives?

How much money do you need?
How will you spend the money?
Where will you spend the money?
What are your expenses?
How soon can you recover your money or
investment?
Prepare a production plan
Is it economical to rent or buy production

equipment?
Can you ensure or improve the product
design or quality?
Can your production facilities meet demand?
Do you have inventory control?
Do you have proper scheduling of
production?
Prepare an organizational plan
What type of business organization is most

suitable?
Do you know the corresponding laws,
policies, and requirements of your business
organization?
Who will be the officers and employers of
your enterprise?
What are their duties and responsibilities?
Prepare a management plan
What are your goals and objectives?

Do you have business policies for your
customers?
Do you have human resources development
for your employees?
What is your program for social
responsibility?
Importance of Business Planning
Planning can be eliminate business risk.
Planning can minimize cost of production
Planning can detect the weakness of the

business operations.
.
Some rules to Observe in Business Planning
Make it neat
Make it grammatically correct
Make it honest
Write in layman’s language
Do not over emphasize your product or

business.
MUSTS FOR BUSINESS PLAN
AND FEASIBILITY STUDY
It must be arranged appropriately, with an

executive summary, table of contents and
its chapters or major topics in the right
order or sequence.
It must be of right length and have the right

appearance- not too long and not too short,
not too fancy and not too plain.
It must give sense of what the founders and

company expect to accomplish the
immediate (3-7 years) and into the future.
It must explain in quantitative and qualitative

terms the benefits to the user.
The company’s product or services and the

business as a whole
It must present hard evidence of the

marketability of the product and services.
It must justify financially the means chosen

to sell the product or service.
It must explain and justify the level of
product development that has been
achieved and describe inappropriate detail
the manufacturing process and associated
costs.
It must portray management as a team of

experienced people with the
complementary business skills.
It must contain believable and verifiable

market as well as financial projections, with
the key data explained and documented
under assumptions.
It must be easily and concisely explainable in

a well-orchestrated oral presentation.
PLANNING AND ORGANIZING THE ENTERPRISE
Why prepare a plan?
Minimize, if not eliminate, the risk of losing

money on a poor business idea.
Save on costly mistakes.
Determine your financial requirements.
Program your activities in advance.
Evaluate actual performance against set
targets, especially in terms of sales, cost, and
profits.
The Intricacies of Enterprise Planning
Planning is a mental process that requires
you to consider all the factors or elements
that can affect what you are planning for- in
this case, the enterprise.
Step 1: Idea generation and opportunity

identification
It is important to point out that you should

open your mind to all the opportunities that
you see so that you will be able to explore all
possibilities. The method used in this process
is Brainstorming.
Step 2: Informal Screening
After generating so many ideas and possible

opportunities to be pursued, you should now
select about 10 project ideas (from the 50
ideas you generated), which interest you
most.
In the formal screening, you don’t have to

study each idea in-depth.
Criteria in Choosing Best Ideas
Marketability of the product

Availability of raw materials
Availability of the technology for making the product
Availability of skilled workers
Investment requirement
Perceived profitability
Government priority or support
Environmental considerations
Table 1
Screening Criteria
CRITERIA Total
PRODUCTS
a b c d e f g h
80
10 10 10 10 10 10 10 10
T-shirt 5 9 9 7 5 6 7 9 55
printing
Mango fruit
8 5 7 9 5 6 8 9 57
juice
Longganisa 7 8 8 9 8 8 8 9 65
Beauty
parlor 8 9 9 5 6 6 4 9 56
Step 3: Analysis of the situations
There are three sub areas to be analyzed:
The resource of the entrepreneur and the

firm
The environment
The entrepreneur‘s values represented by
aspirations, goals, visions and mission of the
firm
Three sub areas to be analyzed:
1. Resource analysis
This simply requires the would-be
entrepreneur to evaluate what knowledge
skills and material resources she has
available to used in the business.
7 M’s
Money Materials
Manpower Machines
Methods Management
Moment
Three sub areas to be analyzed:
2. Environmental Analysis
There are many factors or conditions in
the environment, which can affects the
business that you’re planning to set up.
Factors which have a negative effect in the
business:
The economic situation.
The socio-cultural environment will indicate
the preference of the prospective customer.
The technological environment, if good, will
enable one to make products cheaper, faster or
better quality or package more attractively,
hygienically or sturdily.
The political environment which could affect the

business climate in the locality.
The peace and order situation.
The physical climate, in as much as foul weather

conditions are not conducive to agriculture and
industrial operation.
The availability of infrastructure facilities-
like roads, ports and harbors, and
communication, transportation and baking
facilities- will influence the cost and
efficiency of doing business in certain
locality.
Population trends where an increase or

decrease will have implications on the
prospective market or buyers for the
business.
Values Analysis
Doing this would be entrepreneur to

examine his aspiration or vision and
mission about the business.
Resource analysis will tell us what the

company is capable of doing at the start
of the business.
Matching the entrepreneur with the
project
This matching process is done by preparing

a detailed plan of all functional areas of
business, namely: marketing, production,
organization, and finance.
MARKET PLAN
The person first has to study the existing

situation in the market, what the competitors
are doing in terms of product or service lines,
and their pricing schemes.
Make estimates of the supply and demand,

literally counting the volume produced by the
different suppliers as against the volume
needed by buyers.
PRODUCTION PLAN
1. Product Specification
2. Production Process
3. Production Machinery and Equipment
4. Raw Materials and Other Supplies
5. Utilities, Location and Layout, Water
Disposal
6. Production Schedule
7. Man Power Requirements
8. Schedule of Inventory
Production Process
MEAT GARLIC ONIONS SPICES CASING
Grind Meat
Mix
Put in
Casing
Tie LEGEND:
Storage
Operation
Weigh Transport
Inspection
Pack in ½ kilos
Figure 1
Store
Process Flow Chart for Longganisa
Production Machinery and Equipment
TABLE 2
Machinery/ Unit
Equipment No. Price Total
(Specification)
Electric meat 1 P 10,000 P 10,000
grinder (4kg/hour)
Freezer (Chest- 1 P 12,000 P 12,000
Type)
Others
Manpower Requirements
TABLE 3
Position No. Duties Basic Annual

Salary Salary
Production Supervise
Supervisor 1 Operations
Worker 1 1 Operator of
Grinder
Operator of
Worker 2 1 Mixer
Schedule of Inventory
TABLE 4
Date Date
Items Qty. Cost Qty. Balance Date
In Out
Lean Pork
Pork Fat
Spices
Casing
Others
ORGANIZATIONAL PLAN
Describe the form of ownership of your firm.

ORGANIZATIONAL PLAN
Describe the duties and responsibilities of all

those involved in the enterprise.
Present the pre-operating activities through
a Gantt Chart
 Registration of the business
 Preparation of the business plan
 Negotiation for financing
 Construction of the building
 Hiring of personnel
TIME FRAME
(In Months)
Preparation 1 2 3 4 5 6 7 8 9 10
of Business
Plan
Negotiation
for
Financing
Registration
of Business
Setting of
Production
Facilities
Other
Activities
Start of
Business
Operations
FINANCIAL PLAN
The financial plan translates into monetary

terms the various plans you have for the
business.
Total Project Cost

 Total Fixed Assets
 Working Capital
 Pre-operating Expenses
Source of Financing
This section of business plan will simply

indicate where the funds for the business
will come from.
Financial Statements
 Profit and Loss Statements (P&L)

 Balance Sheet
 Cash Flow Statement
Financial Analysis
Consists of computations of profitability,
liquidity and marketability(if applicable) of the
enterprise based on the information from the
profit and loss statement and the balance
sheet.
Social-Cost Benefit Analysis

Requires you to look at the benefits and the
costs that will accrue to society in general if
your prospective business is established.
Organizing the Enterprise
Business is all about people.
Proprietor Supervisor
ORGANIZATION
Manager Workers
Small Business Enterprise is Manageable
According to Staley and Morse, a small
enterprise is sometimes defined as a
“manufacturing or service enterprise
wherein the owner manager is not actively
involved in production but performed the
varied range of tasks involved in guidance
and leadership without the help of
specialized staff.”
Two Kinds of Small Business
 Micro Business
 Bigger Small Business
Characteristics of a Small Business
 It is privately-owned.
 It has few or no layers of management
 It has insufficient resources to dominate

its field or business.
Features of a Small Enterprise
 It is low in capital, but high in labor

intensity, and has insufficient financial
resources.
 It is efficient in specialized skill and

service.
 They succeed in small isolated or

overlooked markets in rural communities
with few residents.
 Feasibility study may not be required.

Features of a Small Enterprise
 They conduct their operation right inside the market
place, closer to the buyer with first-hand information
about their taste and preferences.
 The owner-manager employs his wife and children.
 Capital is usually financed by family through its own

savings and/or loans.
 The area operation is small.
 The size of enterprises is small in relation to the

industry.
Factors in Choosing Your Own Role in the
Business
1. Your Education and Training
2. Your Experience
3. Your Interest and Aptitude
4. Your Time
5. The advantage of having a broad view.

Choosing People to Work With You
Before taking them in, lay down the ground

rules.
Guidelines:
1. List down the different tasks that have to
be done in the business.
 Marketing
 Production
 Finance
 Administration
2. From this lists of tasks, cross out the tasks
that you are taking for yourself.
 Sales manager 1
 Sales assisstant 2
 Cutter/Designer 1
 Sewers 4
 Inspector/ Stock clerk 1
 Bookkeeper/Secretary 1
 Driver/Messenger 1
3. List all the qualifications required in terms of
skills, education and training, experiences, and
personal characteristics.
o Female, single, 18-30 years old
o Commerce/ business administration graduate
o Must know how to use fax machine,
photocopying machine and Microsoft office
computer software(Excel and word)
o Must know how to compose business letters
o Preferably with 6 months experience in
bookkeeping and/or secretarial work
o With pleasant personality
4. Determine salaries and wages to
be paid for wages to be paid for every
position you have.
5. Begin the process of recruiting,

screening and selecting the people to
work with you in your new business.
CHOOSING THE LEGAL FORM OF
YOUR BUSINESS
Sole Proprietorship
Is a business owned by only one person.
Partnership
Is formed when two or more partners come
together to be joint owners of a business.
CHOOSING THE LEGAL
FORM OF YOUR BUSINESS
Corporation
Involves five or more persons owning the
business. A corporation is a legal person in
the eyes of the law.
Has legal rights and responsibilities

Can sue and be sued in court
Can own and dispose of property
Can enter into contracts
CHOOSING THE LEGAL
Corporation
The ownership of corporation is divided into

units known as “SHARES OF STOCKS.”
The buyers of the stocks, called

STOCKHOLDERS.
CHOOSING THE LEGAL
Cooperative
It is a group of enterprise. It is made up of a
number of producers, traders, or consumers
who wants to produce or trade as a group so
that they may avail themselves of economies
of scale, which individually, they will not be
able to obtain.
Cooperatives are registered with the

Cooperative Development Authority(CDA).
CHOOSING THE LEGAL
Cooperative
It is led by a set of officers collectively
known as the board of directors.
Example:
Election Committee
Membership recruitment committee
Credit committee.
The Pros and Cons of Each Legal Form
Table 5
The Legal forms of Business Organization:
A Comparison
Legal Form Advantages Disadvantages
• Allows you to be • Makes you liable to all

your own boss the risk and losses
• Easy to start • Has limited access to
• Allows you to capital and other
keep all profits resources
Sole • Gives you • Demands long hours of
Proprietorship complete control hard work on your part
• Does not allow sharing
of responsibility
• More money • Control of business is

available shared and is thus
• More “heads” limited
contribute to the • Profits are shared and
success of the are thus reduced
business • Consequences of a poor
• Losses are shared decision made by a
among the Partners partner
Partnership • Risks are also shares • Decision made by a
• Planning and partner is binding to
problem-solving are other partners
participatory • Liability for debts is
unlimited
• Property invested
becomes the joint
property of all.
• Capital is easily • Major decision cannot be

raised done by the owners
without approval of the
board of directors
• Cooperate and individuals
profits, in the form of
Corporation dividends are taxed
separately( Double
taxation)
• More expenses are involved
• More rules and regulations
to comply with
• Capital is easily raised • Control of the

• Liability is limited business is shared
• More people benefit • Ideas and decision
form profits earned made by board have
• Owners (members) to be accepted by the
may employ managers general membership
Cooperative with relevant
qualifications
• May be tax-exempted
The Options Not To Register
“UNDERGROUND ECONOMY”
Composed of business which are informal or
unregistered.
Advantages:
Does not pay taxes
Pay salaries that are less than those
prescribed by law.
Free from government intervention and
control
Disadvantage:
Not required to grant sick and vacation
leaves and other fringe benefits.
More Open to harassment by law enforcers.
How to Register Your Business
In Sole Proprietorship
 Register your business name with the
Bureau of Domestic Trade and the
Department of Trade and Industry (BDT-
DTI).
 Obtain a business clearance from the
Barangay Captain of your place of
business.
 Obtain a permit to do business from the
local government unit.
 Get a Tax Identification Number (TIN)
from the Bureau of Internal Revenue.
 Register your business employees with
the social security system for social
benefits.
 Register with the Department of Labor ad

Employment (DOLE) office nearest you, if
you have five or more employees.
If you will go into partnership or

corporation, you are required to register first
with the Securities and Exchange Corporation
(SEC).
If you have formed cooperative, you are

required to:
 Register with the Cooperative

Development Authority(CDA) office nearest
you.
 Register the name of your cooperative with

the Department of Trade and Industry(DTI)
Office Nearest you.
If you have formed cooperative, you are

required to:
 Obtain a permit to operate the

cooperative from the local government
unit.
 Get a Tax Identification Number(TIN)from
the Bureau of Internal Revenue
 Register the employees of your
cooperative with SSS and DOLE.
REQUIREMENTS IN REGISTERING WITH THE DTI
For Sole Proprietorship
 Applicant must be 18 years old or more

 Two recent passport-size photos of applicant
 Proof of Filipino citizenship, if applicant
acquired this by naturalization, election or
others means provided by law
 Proof of Filipino citizenship (birth certificate,
voters ID)
For Partnership and Corporation
 Certified true or photocopies of articles of

incorporation or partnership, by-laws and
registration certificate approved by the SEC
 If foreigners own 40% or more of the capital,
the SEC certificate must specify that this is in
accordance with the Foreign Investment Act
of 1991
 In case there is an increase in capital, a
certificate issued by the SEC
For Cooperative
 Certified true or photocopies of articles of

cooperation, by-laws, and CDA registration
certification
 Certificate issued by CDA, in case of

increase of capitalization
REQUIREMENTS IN REGISTERING WITH THE MAYOR’S
OFFICE
For Sole Proprietorship

 DTI registration certificate of business name
 Location map of business establishment
 Barangay clearance
 Community Tax Certificate of proprietor
Depending on type of business:
 Building occupancy permit
 Electrical inspection
 Pollution clearance
 Sanitary/ health certificate
 Police clearance
REQUIREMENTS IN REGISTERING WITH THE
MAYOR’S OFFICE
For Partnership and Corporation
 Barangay Clearance
 SEC registration certificate
 Articles of partnership or incorporation
 Current Class “C” certificate
 Community Tax Certificate of the partners
*Building occupancy permit *Mechanical inspection
*Electrical inspection *Pollution clearance *Location
Clearance *Police clearance
*Sanitary/ health certificate
REQUIREMENTS IN REGISTERING WITH
THE MAYOR’S OFFICE
For Cooperative
 Barangay Clearance
 CDA registration certificate

*Building occupancy permit *Mechanical inspection
*Electrical inspection *Pollution clearance *Location
Clearance *Police clearance
*Sanitary/ health certificate
REQUIREMENTS IN REGISTERING WITH THE BIR
For Sole For Partnership

For Cooperative
Proprietorship and Corporation
Photocopy of Photocopy of Photocopy of

DTI registration SEC CDA
registration registration or
Photocopy of business
mayor’s permit Mayor’s permit permit
REQUIREMENTS IN REGISTERING WITH THE SSS
For Sole For Partnership

Proprietorship and Corporation For Cooperative
 Photocopy of  Photocopy of ( Cooperative, as a

mayor’s permit articles of rule, do not have
 Employer’s partnership or to register with
date record incorporation the SSS, but their
 Initial or  Employer’s employees do.)
subsequent list data record
of employees  Initial or
subsequent list
of employees
REQUIREMENTS IN REGISTERING WITH THE SEC
This is only for corporation and partnerships.

 Verification of proposed name of your firm.
 Six copies of the following (for stock
corporations):
o Articles of incorporation
o By-laws
o Undertaking to change corporate name
o Treasurer’s affidavit
o Bank certificate of deposit
o Authority to verify bank accounts
o Registration data sheet
o Statement of assets and liabilities
Lists of Specialized Agencies:
To
 protect general
Food and Drug picture of the business project.
Administration
To
 protect general picture
Fiber Development of the business project.
Authority
To
 protect general
National picture of the business project.
Food Authority
To
 protect general picture
Land Transport of the
Franchise andbusiness project.
Regulatory Board
To
 protect general
Maritime picture
Industry of the business project.
Authority
To
 protect general
Philippine picture
Overseas of the business
Employment project.
Administration
To
 protect general
Department of picture of the
Education, business
Culture and project.
Sports
To
 protect general
Department of picture
Tourismof the business project.
To
 protect general
Philippine picture Accreditation
Contractors of the businessBoard
project.
To
 protect
Bangkogeneral picture
Cental ng of the business project.
Pilipinas
To
 protect
Bureaugeneral
of Foodpicture of the business project.
and Drugs
To
 protect general
Philippine picture
Coconut of the business project.
Authority
To
 protect general
Garments Tradepicture
ExportofBoard
the business project.
To
 protect
Bureaugeneral picture
of Fisheries andofAquatic
the business project.
To
 protect
of Animal of the business project.
Industry
To
 protect
Bureaugeneral
of Plantpicture of the business project.
Industry
To
 protect
of Forest of the business project.
Development
Individual
Let’s Apply this! Activity!
Direction: Do the application below. Upon doing the
activity, answer the guide questions.
Application: Plan a small business that helps a
community.
1. What kind of business you want to put up?

2. Who are the target consumers?
3. Where is the location?
4. Is there a good demand for your product?
Values: Propose a project that show concern for others

and are beneficial to them.
Let’s Create!
Direction: In your group task, do the assessment
below. Upon doing the activity, follow the sample
format given in the next page.
Assessment: Design a business plan outline

of the small business proposal.
Attitude: Display critical thinking and determination in

doing the task.
 Name of the business
 Location of business
 Description of the business
 Objective of the business
 Target Customers
 Products/Services
 Management Plan
 Financial
• Source of Funds (Capital)
• Funds Report
• Utilities(Water, Electricity)
• Income Statement
Assignment!
Make a 2-3 paragraph reflection

(insights, realization and
understanding) about the lessons
we had discussed.

The Business Plan

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The Business Plan

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The

Plan a small Design a business

Display critical Propose a project

Identify the following Pictures

1. What do you think are the advantages

A business Plan is a document that

It is thinking ahead of objectives, strategies,

Planning must be Realistic.

Planning must be based on felt needs.

Planning must be flexible.

Planning must start with simple projects.

The plan should state clearly its objectives.

The plan should provide measures for a

The plan should state the policies, which could

The plan should indicate what department or

The plan should specify the required resources

The plan should indicate the time, which

The plan should be designate the officers

• What is unique about my product/services?

• Where will I put my business?

• How will I organize my enterprise?

II. Executive Summary

IV. Descriptions of Venture

VI. Marketing Plan

VII. Organizational Plan

VIII. Assessment of Risk

IX. Financial Plan

X. Appendix (contains back-up materials)

 Cover sheet: Name of Business, name of

Section 1: The Business

F. Cash Flow Projection

Personal resumes, personal balance

Evaluate your personal resources and interest,

Do you have a necessary funds?

Is there a good demand for your product?

Choose a proper business location

Is it near your perspective customers?

Prepare a financial plan

What are your objectives?

Prepare a production plan

Is it economical to rent or buy production

What type of business organization is most

Prepare a management plan

What are your goals and objectives?

Planning can be eliminate business risk.

Planning can minimize cost of production

Planning can detect the weakness of the

Make it grammatically correct

Write in layman’s language

Do not over emphasize your product or

It must be arranged appropriately, with an

It must be of right length and have the right

It must give sense of what the founders and

It must explain in quantitative and qualitative

The company’s product or services and the

It must present hard evidence of the

It must justify financially the means chosen

It must portray management as a team of

It must contain believable and verifiable

It must be easily and concisely explainable in

Why prepare a plan?

Minimize, if not eliminate, the risk of losing

Step 1: Idea generation and opportunity