General Format of A Comprehenisve Business Plan

GENERAL FORMAT OF A COMPREHENSIVE BUSINESS PLAN
I. INTRODUCTION
The introduction contains the rationale and the background of the study undertaken. It should
include the importance of the project and the proponent’s background and their desire to establish the
business.
II. PROJECT SUMMARY

A. Name of the Firm
B. Business Location
C. Brief Description of the Business
1. Brief history or how the business was organized
2. Highlights of the findings in every phase of the business study.
III. MANAGEMENT AND PERSONNEL COMPONENT
IV. MARKETING STUDIES

A. Market Profile – this refers to the market segmentation for the distribution of the product or service.
The study must cover the possible users of the product and how to reach the particular market
segments
B. Demand Analysis
1. Projected consumption in the first year of operation, then Five years and Ten years operation
2. Major segment users of the product and their location.
C. Supply Analysis
1. Source of Product Supply
a. Foreign Suppliers
b. Local Suppliers
2. Factor Analysis of the Past and Future Supply Chain
D. Competitive Analysis
1. Selling Price – this refers to the selling price of the product.
2. Competitions – it refers to the competing product in the markets as to its quality and market
acceptability
3. Distribution and Cost of Transportation – it refers to the transfer or movements of products from
the producer to the ultimate user. The usage of different vehicles and ways to transport the product
should be easily defined.
4. Channel of Product Distributions – this refers to the means of reaching the target market or it is the
method or strategy to penetrate a particular market segments.
5. General Competitive Practice – it is the analysis of how competitors distribute the product to existing
end users.
E. Program Analysis of Marketing Strategies
1. Geographic Segmentation Strategy – this refers to the place of target market and the approaches to
penetrate the market niche.
2. Psychographic Strategy – this refers to educational background and the lifestyle of target market.
3. Demographic Segmentation Strategy – this refers to the target market as sex, age, income and other
personal factors of the target market.
4. Pricing Strategy – this has something to do with the price index of any pricing strategy that will
attract customers.
5. Channel of Distribution – the choices could be retailers, wholesalers, dealership, franchise, or direct
marketing.
6. Promotion and Advertising – media network, personal selling, billboard or any media penetration
strategy.
V. PRODUCTION
A. Product Specification – it tells about the product or service that the entrepreneur will offer to its target
market. It is an elaborate presentation of the properties of the products and the benefits related
therein. It is the service that will be offered to the target customer.
B. Production Process – it is the detailed layout of the production process as the products goes into the
production line indicating the flow process, materials and equipment to be used and normal time table
that the product will be finished.
C. Plant Rated Capacity – this refers to the volume of production per shift per day or a monthly basis
considering target market consumption. It must also make projections for five years forecast and the
technical factors involved.
D. Machinery and Equipment – it involves the kind of machine to be used, its sources, spare parts, working
guarantees, rated capacity per day, and the cost estimates involved in its purchase.
E. Plant Location – a drawing or plant location and the vicinity map as to its accessibility to supply or raw
materials, and the transport of finished product to the market. It must show advantages and other plus
factors for employees and other services.
F. Building and Facilities – it must describe the type of building that will be constructed or sketch of the
building plan, electrical plants, drainage, and other utilities. It must contain the cost estimates involved
and the total floor plan.
G. Raw Materials – it deals with the raw material requirements and its specification, its source, cost and
terms of payment, availability and the possible long term supply. It must also show alternative suppliers
of other sources.
H. Power Supply and Utilities – utilities refer to the supply of electricity, water, and its availability in the
processing of the product. It also has to do with environmental disposal of waste and compliance with
government requirements. Drainage system has to comply with sanitary requirements imposed by
municipal and national laws.
I. Production Cost – this refers to the direct labor and administrative cost in the processing the products.
Unit cost must be computed as basis for pricing and marketing strategies.
VI. FINANCIAL STUDIES

A. For New Business Venture
1. Total Project Cost – this has to do with the entrepreneur fixed cost and the working capital in the
operation of the business.
2. Capital Investments Required
3. Pre-operating cash flow and its relation to time table – financial projections for the first year of
operation, for the five year operation in projected balance sheets and income statements.
4. Supporting Schedules in the Financial Statements and Income.
a. Collection Period for Projected Sales or Revenue
b. Inventory Levels
c. Payments for Purchases and Expenses
d. Production Costing, Administrative Expense and Cost of Sales and Other Projected Financial
Expenses
5. Projected Financial Estimates showing return on investments, return on equity, break-even analysis,
price analysis
B. For Existing Project
1. Audited Financial Statements – last 3 years
a. Balance Sheet
b. Income Statement
c. Cash Flow
2. Fixed Assets, Capital Investments, Depreciation used in Capital Assets.

3. Tax Assessment, Liabilities, and other Payables.
4. Financial Trends and Ratio Analysis
5. Financial Cost for Administrative expenses, Production and Selling Expense
6. Financial Projection or the Next Five Years.
7. Financial Analysis for Return of Investment, Return of Equity, Brea-even Analysis, Production
Volume and Price Analysis.

General Format of A Comprehenisve Business Plan

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GENERAL FORMAT OF A COMPREHENSIVE BUSINESS PLAN

II. PROJECT SUMMARY

III. MANAGEMENT AND PERSONNEL COMPONENT

IV. MARKETING STUDIES

VI. FINANCIAL STUDIES

2. Fixed Assets, Capital Investments, Depreciation used in Capital Assets.

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