BUSINESS PLAN FORMAT

I. EXECUTIVE SUMMARY

II. MANAGEMENT ASPECTS

 Vision
 Mission
 Core Values
 Positioning Statement/Tagline
 Form of Ownership
 Business type
 List of Owner’s/Partner’s/Shareholders
 Capital Contribution
 Business proponents
 Organizational Structure
 Chart
 Chart explanation
 Work Flow
 Organizational Plan
 Objectives
 Key Result Area’s
 Performance Indicator’s
 Human Resources
 List of Jobs, Jobs Description, Duties and Responsibility
 Salary Schedule, (Salary, Deduction, Addition, Benefits, Net Pay)
 Other management Activities, Legal, Purchasing, Information Technology,
Marketing and Sales
 Company Rules and Policies
 Reward Systems
 Business Permits
 Code of Ethics
 Labor Code
 Pre-operating expenses
 Company Systems (Such as Microsoft, Oracle, SAPS)
III. MARKETING ASPECTS
 Marketing Mix
 Product/Product Offerings
 Price
 Place
 Promotion
 People
 Process/Positioning
 Physical Evidence/Packaging
 Customer Profiling
 Demographics
 Psychographics
 Technographics
 Market Segmentation/Market Aggregation/Market Mapping
 Estimating Market Shares
 Estimation of Sales
 Competitive Advantage
 Assessing Competition towards direct and indirect Competitors
 Suppliers information
 SPEET ANALYSIS/PEST ANALYSIS
 Recent Social Issues affecting or relating to business
 Recent Political/Government Regulations affecting or relating to business
 Recent Economic Environment affecting or relating to business
 Recent Ecological Environment affecting or relating to business
 Recent Technological Environment affecting or relating to business
 SWOT ANALYSIS
 Strength
 Weakness
 Opportunities
 Threats
 List of Opportunities
 Opportunity Matrix
 Risk-Return Grid
IV. TECHNICAL ASPECTS
 Business Name
 Business Logo
 Patents
 Trademarks
 Copyright
 Location of the business
 Exterior and Interior Design
 Floor plan / Store Lay-out / Office Lay – out
 Major Investments
 Equipment
 Furniture and Fixtures
 Raw materials (if manufacturing company)
 Vehicles
 Machine
 Supplies
 List of Expenses
 Land
 Building
 Space Rent
 Transaction Process/Operational Work Flow
 Business Expansion Plan

V. FINANCIAL ASPECTS
 Financial assumptions
 List of schedules
 Sales
 Cost of Goods Sold
 Expenses
 Depreciation
 Income Statement
 Balance Sheet
 Cash Flow Statement
 Owner’s Equity Statement
 Notes to Financial Statement
 Break Even Analysis
 Financial Ratios