BUSINESS-PLAN-TEMPLATE Template To Use

BUSINESS NAME: PRODUCT NAME
BUSINESS LOGO
A Business Proposal from SECTION
by
LEADER’S NAME
MEMBERS’ NAMES
MEMBERS’ NAMES
MEMBERS’ NAMES
MEMBERS’ NAMES
MEMBERS’ NAMES
MEMBERS’ NAMES
MEMBERS’ NAMES
MEMBERS’ NAMES
(ALPHABETICALLY ARRANGED)
Submitted to
______________
June 2023
TABLE OF CONTENTS
I. Title Page (Introductory Page)
A. Business Name
B. Business Address and Contact No
C, Name(s) and address (es) of the Proponents
D. Date of output submission
C. Nature of the Business (Manufacturing, Merchandising, or Service)
II. Table of Contents

A. List of section titles of the business plan
III. Executive Summary

Last to prepare
A. Summarizes the plan
B. Plan and objectives of the business
C. Capital investment
D. Sources of capital
E. Manner of Amortization, if applicable
IV. Background of the Business Venture
A. Brief description of the company highlighting why the proponents choose to

undertake the business venture
B. Mission and Vision statements and Core Values of the proposed business
C. Describes the product or service the business offers, its edge over its
competitors
D. highlight the following important features of the product or service
E. Detailed description of how to use the product and how the service will be
given/delivered
F. Uniqueness or competitive advantage
G. Future Outlooks and Trends
H. Analysis of Competitors
I. Market Segmentation
V. Marketing Strategies and Industry Analysis
A. Brief description of the industry to which the proposed business belongs

B. Current size, growth potential, existing distribution channels in the given
industry
C. Present industry analysis tools to analyze the competition (SWOT, TOWS
and PESTEL analysis)
D. Present in detail the following information: target market profile; pricing;
market penetration; and advertising promotion.
E. Pricing
F. Market Penetration,
G. Advertising and Promotion
H. Product(s)
I. Service(s)
J. Size of the Business
K. Office Equipment and Personnel
E. Backgrounds of the Entrepreneur
VI. Production Plan- production process (flowchart)( Manufacturing business)

A. Manufacturing Process (amount subcontracted)
B. Physical Plant
C. Machinery and Equipment
D. Names and Address of Suppliers
 (Service)
o Service Process Flow (Flowchart)
o Various steps in the process and the order in which they are
followed
 (Merchandising)
o Merchandise Flow
o Process Flow chart of Merchandising
o Outline a system for controlling Merchandise flow
VII. Operational Plan

A. Description of Company’s Operation
B. Flow of orders for Goods and/or Services
 Ware house
 Ware house Flow Chart
C. Technology Utilization
VIII. Marketing Plan

A. Pricing
B. Distribution
 Online store
 Data Flow Diagram
C. Promotion
 Promotional Tool
 Promotional Video
 Promotional Material
IX. Organizational Plan
A. Form of Ownership
B. Organizational Chart
C. Identification of partners or Principal Shareholders (if applicable)
D. Authority of Principals (if applicable)
E. Management-team Background
F. Roles and Responsibilities of Members of the Organization
X. Assessment of Risk
A. Evaluate Weakness of Business (SWOT)
B. New Technologies
C. Contingency Plan
XI. Financial Plan

A. Pro Forma Income Statement
B. Pro Forma Balance Sheet
C. Start-Up Expenses
I. INTRODUCTORY PAGE/TITLE PAGE
A. Name and Address of the Business

(Our business’ name is …… located at ……..)
It must contain the following: Business Name Business Address and Contact
No. Name(s) and address (es) of the Proponents, Date of output submission
Nature of the Business (Manufacturing, Merchandising, or Service
B. Name(s) and address(es) of the Proponents

(Last Name, First Name M.I.) (City Residence)
C. Nature of the Business

(What is the nature of your business (Manufacturing, Merchandising or Service
type of business) and what are the other products being offered by your
company)
D. Mission
(What does the company want to achieve and how will they do it specifically?)
E. Vision
(How does the company see itself for the next five to ten years?)
F. Core Values
(What are the values that govern the company? i.e. integrity, coordination,
customer satisfaction, employee welfare)
II. EXECUTIVE SUMMARY
At least half page summarizing the whole business plan with a glimpse of the
business, its products and services, business ownership, description of operational and
production plan, marketing plan, strengths of the business and financing needed.
III. INDUSTRY ANALYSIS

A. Future Outlooks and Trends
(What is the trend with the products that you have combined or innovated as
based on your research? Include the reference or the website. What do you think
will be the future innovation of your product?)
B. Analysis of Competitors
(In a table format, compare your product’s specification with the other products
that are available in the market that is similar to your product or with the main
components of your product. Compare it with at least 2 or 3 competitors.)
C. Market Segmentation
(Who is your target market or buyer of your product? Give their demographics or
classifications using percentage form, i.e. 50% of the target market belongs to
the working class ages example 21 to 50.)
IV. DESCRIPTION OF THE VENTURE
A. Product(s)
(Have a picture and description of the parts of the products together with the
specifications and ingredients of the products)
B. Service(s)
(What services can the product offer or is tied up with the product? Is there a
warranty or a repair/replace option?)
C. Size of the Business

(It depends on the scale of the business, small to medium enterprise, micro
enterprise, medium enterprise, large scale enterprise)
D. Office Equipment and Personnel

(What are the equipment that you use inside the office? What are the positions
available in your head office?)
E. Backgrounds of the Entrepreneur

(Insert the One-page Resume of Entrepreneurs)
V. PRODUCTION PLAN
A. Manufacturing Process (amount subcontracted)

(How many percent did you do on your product? How many is already made by
your suppliers?)
 (Service)
o Service Process Flow (Flowchart)
o Various steps in the process and the order in which they are
followed
 (Merchandising)
o Merchandise Flow
o Process Flow chart of Merchandising
o Outline a system for controlling Merchandise flow
B. Physical Plant
(Indicate the location where the manufacturing will be held. If none, state the
address of the head office.)
C. Machinery and Equipment

(Enumerate the system, machines or equipment used)
D. Names and Address of Suppliers
(Indicate actual suppliers for raw materials needed.)
VI. OPERATIONAL PLAN
A. Description of Company’s Operation

(Describe the operation of the company from raw materials into finished goods or
services. You may use steps to show the process.)
B. Flow of orders for Goods and/or Services

(How will the products reach the customer from being made? You may include
flowchart or graphic organizer to show the process.)
 Ware house (if applicable)
 Ware house Flow Chart (if applicable)
C. Technology Utilization
(What technology did you use for the business/ product? What are the
technological products that you have combined or innovated?)
VII. MARKETING PLAN

A. Pricing
(Use the formula below:
Unit cost x (mark-up percentage) = selling price
Unit cost means the cost of making one product; le
Mark-up can be computed by adding 1 to the percentage. Selling Price is the
amount of your product with added mark-up.)
B. Distribution
(How will the consumers buy your product? Do you have a physical store?
Are you inside a mall or near a landmark? Do you have sales agents? Do you
sell online?)
Online Selling
o Online store
o Data Flow Diagram
C. Promotion
(How will you advertise your product? What will be your tools (i.e., social
media, flyers, advertisements)? Incorporate this with your financial plan.)
 Promotional Tools
o Tactics or activities you plan and execute to persuade consumers
to buy your products or services
 Sample Promotional Video
 Sample Promotional Materials
VIII. ORGANIZATIONAL PLAN
A. Form of Ownership
(Sole Proprietorship, Partnership, Corporation, and why?)
B. Organizational Chart
(include a realistic organizational chart depending on the form of business.)
C. Identification of partners or Principal Shareholders (if applicable)

(For Partnership, who are the general partners. Who are the limited? For
Corporation, who are the shareholders?)
D. Authority of Principals (if applicable)

(For Partnership, up to what extent can the general or limited partners can they
control the business?)
E. Management-team Background
(Who are the heads or managers of the business? Write a short description on their
roles and functions)
F. Roles and Responsibilities of Members of the Organization

(Who are the staff in the business? Write a short description on their roles and
functions and to whom do they report.)
IX. ASSESSMENT OF RISK

A. Evaluate Weakness of Business (SWOT)
(Assess the business in terms of internal (strengths, weaknesses) and external
(opportunities, threats).
B. New Technologies
(What new technology will you use to enhance the product before proceeding to
launch it?)
C. Contingency Plan
(What will you do when the business fails or succeeds?)
X. FINANCIAL PLAN
(Attached here pdf copy of excel file given by Mr. Morales)
A. Pro Forma Income Statement (5 years projection)
(Sample Income Statement:
B. Pro Forma Balance Sheet (5 years projection)

(Sample Balance Sheet:
C. Start-Up Expenses and Funding Requirements
(Sample Start-Up Expenses and Funding Requirements)
(NOTE: IN CREATING FINANCIAL STATEMENTS, INCLUDE ONLY ACCOUNTS
THAT ARE NECESSARY FOR YOUR BUSINESS AND BE REALISTIC, NOT TOO
COSTLY NOT TOO CHEAP. )

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BUSINESS NAME: PRODUCT NAME

A Business Proposal from SECTION

I. Title Page (Introductory Page)

II. Table of Contents

III. Executive Summary

IV. Background of the Business Venture

A. Brief description of the company highlighting why the proponents choose to

V. Marketing Strategies and Industry Analysis

A. Brief description of the industry to which the proposed business belongs

VI. Production Plan- production process (flowchart)( Manufacturing business)

VII. Operational Plan

VIII. Marketing Plan

XI. Financial Plan

I. INTRODUCTORY PAGE/TITLE PAGE

A. Name and Address of the Business

B. Name(s) and address(es) of the Proponents

C. Nature of the Business

II. EXECUTIVE SUMMARY

III. INDUSTRY ANALYSIS

IV. DESCRIPTION OF THE VENTURE

C. Size of the Business

D. Office Equipment and Personnel

E. Backgrounds of the Entrepreneur

A. Manufacturing Process (amount subcontracted)

C. Machinery and Equipment

VI. OPERATIONAL PLAN

A. Description of Company’s Operation

B. Flow of orders for Goods and/or Services

VII. MARKETING PLAN

VIII. ORGANIZATIONAL PLAN

C. Identification of partners or Principal Shareholders (if applicable)

D. Authority of Principals (if applicable)

F. Roles and Responsibilities of Members of the Organization

IX. ASSESSMENT OF RISK

B. Pro Forma Balance Sheet (5 years projection)

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