BUSINESS PLAN

-It serves as a guide in your

business/company
-It helps you to run your
business/company with your vision and
goal
-It serves as a road map to your goal as a
company.
-It improves your chances to success
 BUSINESS PLAN FORMAT
I. Introduction
A. The Business Concept and the Business Model
B. The Business Goals: Vision, Mission, Objectives
and Performance Target
C. The Business Offering and Justification
II. Executive Summary
III. The Business Proponents: Organizers with their
Capabilities and Contributions (Management Team)
IV. The Target Customers and the Main Value
proportion to the Customer
V. The Market
A. Market Justification based on the Industry
Dynamics
B. The Macro Environmental Factors
Affecting the Opportunities
C. Threats in the Market, the Size, Potential
and the Realistic Share of the Market
D. Location and Facilities
VI. The product and Services Offering
VII. The Enterprise Strategy and Enterprise
Delivery System: Business Competitiveness
VIII. The Financial Forecasts and Expected
Returns, Risks, and Contingencies
IX. Environmental and Regulatory Compliance
X. The Capital structure and Financial Offering:
A. Returns and Benefits to Investors
B. Financiers
C. Business Partners
XI. Appendix
II. Executive Summary
-The executive summary contains
everything that is relevant and
important to the business. It is the
synthesis of the entire plan.
-It must contain the major
argumentations of the business
proponent on why the business will
work and succeed.
-The executive summary should then
introduce the highlight and the good
qualities of:
-1.the business proponent and their
partners;
-2. the enterprise organization and
its capabilities
3. The technology providers and their
enterprise and experience.
4. The suppliers and all the major service
provides.
It should likewise describe the
products/services of the enterprise, their
features and attributes, and why they are the
right ones to deliver to the customers.

the executive summary should then

describe and justify the Enterprise Strategy
and Enterprise delivery System.
REMEMBER: Your executive
summary is the doorway to your
business plan—this is the time to grab
your reader’s attention and let them
know what you do and why they should
read the rest of your business plan or
proposal.
 In a standard business plan
with a standard executive
summary, the first paragraph of
your executive summary should
generally include your
business’s name, its location,
what product or service you
sell, and the purpose of your
plan.
Basically, the first paragraph is an introduction
to what you—and your business plan—are all
about. Another paragraph should highlight
important points, such as projected sales and
profits, unit sales, profitability, and keys to
success. Include the news you don’t want
anyone to miss. This is a good place to put a
highlights chart—a bar chart that shows sales,
gross margin and profits (before interest and
taxes) for the next three years. You should
also cite and explain those numbers in the
text.
III. THE BUSINESS PROPONENTS
The third section of the business plan contains
information about the business proponents or
stakeholder.
There four types of stakeholders:
1. Resource mobilizers and financial backers
2. Technology providers and applicators
3. Governance and top management
4. Operating and support team
----If the business plan readers are the resource
providers, then they will want to know who
else are on board to share the burden of raising
money to see the whole thing through.
--- If the business plan readers are the
technology providers, they will want to know if
there will be sufficient funds to pay for the
technology.
--- If the business plan readers are the
governance and top management team, then
they will want to know what strategies and
performance indicators are being proposed.
--- If the business plan readers are the
implementing, operating, and support teams,
they will want to know what programs,
activities, tasks, and resources would be in
place.
COMPANY AND MANAGEMENT
*This section is an overview of who you are.
*It should describe the organization of your
business, and the key members of the
management team, be sure to include
summaries of your managers’ backgrounds and
experience—these should act like brief
curriculum Vitae—and describe their functions
with the company. Full-length resumes
(curriculum Vitae) should be appended to the
plan.
SUMMARIZE YOUR MANAGEMENT
CHAPTER
*The personnel management section
of your plan outline will normally
include an explanation of:
*Your management team
*Management philosophy
*Backgrounds
 Make sure you cover the basic
information first. That would include how
many employees the company has, how
many managers, and how many of the
managers are founders.
-Is your organizational structure sound, with
job descriptions and logical responsibilities
for all the key members?
-Is your team complete, or are there gaps
still to be filled?
-Make sure you explain how job descriptions
work and how the main company functions
are divided up.
EXPLAIN YOUR ORGANIZATIONAL
STRUCTURE
*The organizational structure of a
company is what you frequently see
as an organizational chart, also
known as an “org chart.” Use texts
to describe the organizational
structure in words, without a chart.
DEVELOP YOUR PERSONNEL COSTS
*The indirect costs include vacation pay,
sick pay, insurance benefits, education,
and of course, payroll taxes and some
other costs. There are different terms
for all of this, but most favorite of all is
“personnel burden,” which is a cost over
and above the direct wages and salaries.
IV. The Target Customers and the
Main Value proportion to the
Customer
The Target Customers must be of
sufficient size, sufficient paying
capacity, and have sufficient interest
to purchase the product being
offered.
The Main Value proposition is the
unique selling proposition.
--Knowing where the target customer are
exactly concentrated, the business plan
should then pinpoint what the customers
buy, how they can buy, when they can
buy, where they buy, and what convinces
them to buy. These information should
then be used to justify the exact locations
and marketing channels to be employed
by the enterprise.
-EMAIL ACCOUNTS
(PAGE/Website)
----- it includes the location, map
and schedules.
-OPERATION SCHEDULE
-OTHER SERVICES OFFERED
(wedding, birthday, baptism, etc.-
include the price)
-Emphasized the benefits, not
features
-What do you have that no one
else has?
-Most importantly- how this
become an advantage to your
customers?
V. The Market
A. Market Justification based on the
Industry Dynamics
B. The Macro Environmental Factors
Affecting the Opportunities
C. Threats in the Market, the Size,
Potential and the Realistic Share of
the Market
D. Location and Facilities
 A.Market Justification based on the
Industry Dynamics
*Who are the competing enterprise in the industry
and what are their comparative advantages and
disadvantages?
-LIST AT LEAST FIVE OF YOUR COMPETETITORS IN
THE INDUSTRY (COMPETITORS PROFILING)
*Name of their business
*Who owned the business?
*How long are they in the business?
*What do they offer?
*Advantages and disadvantages
B. The Macro Environmental Factors
Affecting the Opportunities
The SOCIO-CULTURAL ENVIRONMENT
includes the demographics and cultural
dimensions that govern the relevant
entrepreneurial endeavor.
The POLITICAL ENVIRONMENT defines the
governance system of the country or the local
area of business. It includes the law, rules
and regulations that govern business
practices as well as the permits, approvals,
and licenses necessary to operate the
business.
ECONOMIC ENVIRONMENT
Supply and demand forces mainly drive the
macro economic environment. They are the
same factors that drive the interest and
foreign exchange rates that fluctuate with the
movement of the market forces.
The ECOLOGICAL ENVIRONMENT
includes all natural resources and the
ecosystem, habitat of men, animals plants
and minerals.
TECHNOLOGICAL ENVIRONMENT
New scientific and technological discoveries,
which often leads to the launch and
commercialization of new products with
superior attitudes or to rendering the old
ones obsolete, entrepreneurs nightmares.
C. Threats in the Market, the Size, Potential
and the Realistic Share of the Market
-market threats are external challenges
that may negatively impact your
company`s goals and sales goals.
-the market size is the measurement of the
total volume of a given market.
What is the total size of your market?
---think of a market size in terms of a pie
chart. The entirety of the circle represents
the market size.
--Market potential is the entire size of the
market for a product a specific time. Market
potential is usually measured either by the
sales value or sales volume.
Market potential is based on the estimated number
of possible customers who might avail the product
or service.
- For more realistic number, it would help to narrow
down your estimation to the relevant population or
target customers in the area where you want to
operate your business.
(Pie chart)
market share represents a
company`s allocation in the total
market size. (pie chart)--explain
What percent share of the market will you
have? (This is important only if you think you
will be a major factor in the market.)
D. Location and Facilities
Proposed Location
-Map (explain)
Is your location important to your customers? If
yes, how?
*If customers come to your place of business:
*Is it convenient? Parking? Interior spaces? Not
out of the way?
*Is it consistent with your image?
*Is it what customers want and expect?
*Where is the competition located? Is it better for
you to be near them (like car dealers or
*fast food restaurants) or distant (like convenience
food stores)?
-The facilities inside and outside of your
business enterprise (explain)