EXECUTIVE SUMMARY

Brief Description of the Project

Lucky 7 Shake is dedicated to give customers satisfaction and give diverse taste

of new flavour of shake. It will sell for everybody in all gender and ages. It will serve

contain of full healthy and fresh vegetable and fruits flavour of shake, affordable for

everyone. It gives customers need to have their gratification for shake. It gives a good

bond to make friends to the environment. The main ingredients that will use is fresh

squash and bitter guard flavour that is new idea in shake that will produce in the

Philippine.

a. Innovativeness

The concept of Lucky 7 shake is not new in our society’s business. There’s a lot

of business have already established other types of business strategy. The

“innovatives” plays an important role to achieve the competitive advantage of one

business to another.

Unlike, other shake business, they usually use a flavors have already the others,

like strawberry, cookies and cream, chocolate, vanilla etc. Lucky 7 shake is the good

and the best choice when it comes to customers taste. And of course we care about the

customer’s health, so that we introduce our squash shake and ampalaya shake. We all

know that potassium and manganese content in squash is good, too, with 17% and 18%

daily values respectively, along with healthy amounts of vitamins E, B, B6 (pyridoxine),

thiamin, niacin, folate, calcium and magnesium, riboflavin, niacin, thiamin, and

pantothenic acid, and ampalaya have an excellent source of vitamins B1, B2, and B3,
C, magnesium, folic acid, zinc, phosphorus, manganese, and has high dietary fiber. It is

rich in iron, contains twice the beta-carotene of broccoli, twice the calcium of spinach,

and twice the potassium of a banana. It was good for the children and adult the

vegetable shakes. It is all good for health because of the vitamins that have it.

With ardent for exceeding the anticipation of customers and to improve our

business innovations. Lucky 7 shake sees itself winning not just on the stomach of the

customers but also to heart of all people and to became the country’s best choice

b. Social Impact

Numerous companies now release that economic progress is build up in the

market value of the best service acquire that many people looking for shake that are

have vitamins and good for health in everyone. Accommodate business like production

of lucky 7 shake will help more develop of socio-economic condition of a country.

The business will produce a budget price, good quality services in customers and

healthy Shake to be customer’s satisfied and good in their taste. The business

generates employees that have skill and passion to food preparation and for making

delicious shake.

c. Green Market

We promote our product named Lucky 7 which is selling a nutritious shakes that

everyone can afford. We all have many varieties of vegetable and fruits that have many

benefits on our body and also maintaining our health. There are many benefits you will

get in vegetable shake. Drinking our vegetable shake is healthier than drinking some
ordinary shake. Meaning, the body absorbs nutrients in a much better way when

vegetable are consume in the form of juices can supply your body with high levels of

nutrients and antioxidants.

d. Profitability

Based on the proponent’s analysis and evaluation of the Target Market, it is

foreseeable that the proposed business of the plan has excellent potential to generate

accumulative profits during the lifetime of the business. There is a big possibility for

business to attain its success, if these businesses achieve the goals; it will help the local

economy through giving some unemployed people work. It is also possible to the

business to establish it branches after 5 to 7 years of consistency achieving it target.

Lucky 7 shake will be registered as partnership and will be located at Sampaloc

Road Barangay Plaza Aldea Tanay, Rizal. The total project will cost more or less a

million of pesos because of its high quality equipment, materials, supplies and workers.
Brief Profile of the Entrepreneur

The business is proposed by Grade 12 student of Philippine Technological

Institute of Science Arts and Trade Inc., namely Charmaine Malano, Rodalyn Samonte,

Jan Recca Mae Ticman, Nicole Del Rey, Aiza Dublin, Justine Leyva, and Erika Lyn

Mitra will give better taste of squash and ampalaya flavoured shake in the country. All of

us was from Tanay. We came up on this business because it will be new on the market.

It will catch the customer’s attention and made them curious what will it taste and it will

be marketable as the result of conducting feasibility study.

BACKGROUND AND BUSINESS CONCEPT

Now a days, the interest for food industry is boosting as economic growth take

place as time goes by, innovation also take place. In 21 st century there are lots of

businesses offering traditional shake. Shake also called “frappe” it is a juice drink made

primarily of blended of vegetable and fruits flavours and other ingredients such milk and

ice there are lots of shake with usually flavour such as mango, strawberry, melon, ube,

chocolate, Malungay and many more in the industry today.

So that, the proponents came up in the concept of making an shake that will get

the attention, shake that will satisfaction the customer not just for its price and taste

alone but also for the nutritional benefits that it has, an shake made up of squash and

bitter gourd, is an cucurbitasease also called cucurbits most species of gourds are

tropical or subtropical but a few occur in temperate climates.

Description of the business

Business is good choice for anyone looking for business to start with a low

capital. With the increasing demand for shake choice, diet and losing weight starting this

kind of business creates many opportunities for young entrepreneurs, and one of the

least expensive but potentially lucrative ventures to start is selling fresh vegetable fruits

juices and shakes.

The objectives of the business include:

 To learn how shake develop

 Provide our customer with the variety of brand and any flavour

 To give ease and convenience to customers

 Strengthen customer loyalty and enhance customer satisfaction

The business will be located at Sampaloc Road Barangay Plaza Aldea Tanay,

Rizal it will provision the people to be able to locate and will able be know the lucky 7

shake because of beaucoup of people.

There are certain skill you need to manage a small business. We start our own

business you can work the hour you choose and guide our business toward success.

The business plan needs to be a customer relation service.

 VISION AND MISSION OF THE BUSINESS

Our Vision

Lucky 7 shake will become one of the most successful and famous shop in the

Philippines for having a good quality services and having a beautiful ambiance. This

shop will target the audience within the confectionery market, through the sustainable

use of product resources. It ensures the development talent and strives for continuous

improvement. We respect, inspire and support one another.

Our Mission

To give a good product and best service for everyday of many people. To bring

inspiration and innovation to every people that vegetable are healthy and very

delectable to taste. To give the safetiness of the food that we served and ensure the

safetiness of each customer.

Swot Analysis

Strength Weakness

1st squash and bitter gourd shake in the High price of raw materials

country
Best staffs and proponents with creative

and technical skills

Good relation with costumers
Good communication
Comparatively cheap prices
Healthy products
New taste and flavour shake
Good service
Not crowded and comfortable works
Opportunities Threats

Enter competition Raw materials shortages

Ring income of target market Too much competition
Growing demand Price wars
Expansion

MARKETING PLAN

A market is a comprehensive document or blueprint that outlines the advertising

and marketing efforts for the coming year. It describes business activities involved in

accomplishing specific marketing objective within a set time frame.

Marketing start business with the identification of customer needs through a

market research and how the business generating an acceptable return. This includes
processes such as market situation, analysis, action programs, budgets, sales forecast,

strategies and projected financial statements.

Target Market

Now a days Filipino like to drink shake milkshake is one of the popular shake in

which Filipino are looking for so that why the proponent came up to build a business in

which shake is the highlight. The proponents decided to place their business at

Sampaloc Road Brgy. Plaza Aldea Tanay, Rizal where it is known as one of the

crowded placed at tanay. The target market of the business is 117,830 people out of the

total population.

Product: It Nature and Sustainability

 Product can be defined as anything that can be offered in market for

attention, accession, manipulation or expenditures, to satisfy need, want, demand or

expectation. The business will produce one of the “best of all” shake of many Filipino.

The name of the product will be popular as Luck 7 shake. It will serve as a healthy

product shake. The advocators come up to the ideas because of craving of many

shakes. Beside that we decided to make healthy shake from the different fruits and

vegetable. We all know that fruits and vegetable are rich in vitamins and mineral that

can help your body to become healthy.

Lucky 7 shake was select because of the best idea on how the product will be

finish and produced. Lucky was came from the word lick which is having a good luck,

producing or resulting a good by chance. While 7 is highly spiritual number

encountering angel number 7 over and over again means that positive are flowing freely

toward you at this time.

Future Product Plan

The proponents plan to create variety of luck 7 shake flavours like bitter gourd

and squash flavour selling in the store only.

Pricing Scheme

In simple marketing term, price is the whole amount in money that is equal to

coast plus all incidental expenses paid for goods or services. Although the business is

new in the market the proponents decided to the use the method of cost. Plus pricing in

which the selling price is determined by adding a percentage mark-up to products unit
cost. Hence, the price of the product is P30.00 for small, P 50 for medium, and P70 for

large. Competitive enough to other existing lucky 7 shake in the market.

Future Pricing Plan

The proponents plan to give discounts to their proposed business to business

programs that whenever they reach the numerical purchase of lucky 7 shake retailers

buy large quantity of lucky 7 shake he/she will acquire discounts or free taste.

Place/ Distribution Channel

A distribution channel in marketing refers to the path or route through which

goods and services travel to get from place of product or manufacture to the final users.

It has at its center transportation and logistical considerations.

The business will be located at Sampaloc Road Brgy. Plaza Aldea Tanay, Rizal.

The proponents will use direct marketing channel or known as producer. Customer

where in the method of selling is directly to the end buyer from the manufacturer with no

middle man or intermediary involves.

Future place/Distribution Channel Plan

The name of channel distribution the proponent’s goal market products in every

places around Tanay, Rizal and surely have many people. The business will

coordinates to nearby school to sell the products. The product will also serve in every

occasion.

Promotion Technique
 Promotion is an act of customer attention of a brand or product, sales and

making brand and faithfulness. It is one of the most important specialties in business

marketing. It was the technique to gain or to persuade the customers to deals or buy

product. Promotion technique must be used in business.

a. Flyer or Flier (Book Mark Form)

Bookmarks flyer is used as a noun to describe a person or thing that files,

especially in a particular way. Flyer is also use to describe a small handbill, advertising

an event or product.

It is a form of paper advertisement, typically posted in public place it will be made

of bookmarks to prevent of the paper with this describe of a flyer and this idea, the flyer

might keep the people and always be remind by the product.

b. Calling Cards

It is a small card with business information that given for convenience and as a

memory aid.

c. Stickers

Sticker is also a form of paper advertisement intended for wide distribution and

typically posted in a public places.

d. Poster
 Poster is any pieces paper designed to be attached to a wall or vertical surface

typically poster includes both textual and graphic elements, although poster many be

either wholly graphical or wholly text poster are designed to the both eye catching and

informative.

e. Online Advertising

Online advertising also called online marketing internet advertising is a form of

marketing and advertising which used of internet to deliver promotion marketing

message to consumer. The business creates a Facebook panpage in order to reach

wide scope of customer.

f. Premiums

Premiums are promotional items toys, collectable souvenirs and household

products that are linded to a product, and often require of purchase to acquire. The

business will give a umbrella as freebies for purchasing required quality of products.

Future Promotion Technique Plan

As for ascent technique the proponents target is to give some attraction and

promo like raffle to the customers to stay their loyalty. Promotion will held every 6

month, to enjoy customers the product to continue to buy. Promotion will be used every

having a new flavour of the product to launch.

Market Research

This part present a comprehensive description of the research method; it is use

to know the preference of the target market in purchasing same product.

Research Method

This research used to describe survey method. It involves collecting data and

perceive event, and then unionize, tabulate, depicts and describe the data collection.

The study employed quantitative approaches in obtaining the data needed. It operate

questionnaire as a tool of collecting the needed data.

Description of the Respondents

The respondents of the study were the residents of Sampaloc Road Plaza Aldea

Tanay, Rizal. The study employed simple random sampling technique for it draw a

sample where in each sampling unit had an equal chance of being taken.

Total Population Total Sample

Sampaloc Road Plaza Aldea 5,400 270

Table 1 showed the number of population and sample used in the study. There

used in the study. There were total population of 5,400 and by using the Solven’s

formula, a total sample of 374.

Sample respondents size is computed as follows:

h= N
1 + Ne2
Where n = sample size
N = Total Population
1 = constant
e= margin of error (5%)
Solution:
n= N
1 + Ne2

n= 5,400
1+ [5,400(0.05)2
n= 5,400
1+ 5,400 (0.0025)
n= 5,400
1+ 13.5
n= 5,400
14.5
= 372

Instruments and its Validation

The study utilized a set of questioners to gather data from the respondents. It was
verified first by the researcher’s adviser and also by a grammarian. The questioners
seeks for information regarding the respondent profile and choices a per given
questions.
Demand
Demand is the ability and need or desire to purchase a commodity or service and
it is important to know the demand to give emphasis on the total market share and total
volume and a group of customer that can able to buy the product.

Computation of the Demand:

Population 5,400
Percentage of Respondents eating Luck 7 Shake 100%
4,200
Percentage of Respondent willing to buy bitter gourd and squash 95%
flavoured shake
5,112
Market Share 30%
Total Demand 890

Small cup (50%) 520

Medium cup (36%) 310
Large cup (14%) 60
Total 890

There are 5,400 people in Brgy. Plaza Aldea. By conducting a research, it was
revealed that 100% of them are eating and purchasing shake. 95% of them or 5,112 are
willing to purchase bitter gourd and squash shake. Lastly, the project market share is
30% that gives the total demand of 890. As to the result of the survey, 50% preferred
small cups in purchasing shake, 36% of them preferred medium cups and 1% of them
preferred large cups of shake.

Assumption
1. 50% of the target market will purchase shake in small cups in 3 times a week.
2. 36% of the target market will purchase shake in medium cups in 3 times a week.
3. 14% of the target market will purchase shake in large cups in 2 times a week.
4. The demand will increase10% each year.
Shake in Small Cup (12 Oz.)

Year Population Demand(pieces Demand (oz.)

)
2019 520 74,880 890,560
2020 553 79,632 955,584
2021 586 84,384 1,012,608
2022 619 89,136 1,069,632
2023 652 93,888 1,126,656
Demand= Population x 3 cups per week x4 x12

Demand per oz. = Demand x 12 oz.

Shake in Medium Cups (16oz.)

Year Population Demand(piece) Demand (oz.)

2019 310 44,640 714,240

2020 329 47,376 758,016

2021 348 50,112 801,792

2022 367 52,848 845,568

2023 386 55,584 889,344

Demand= Population x 3 cups per week x4 x12

Demand per oz. = Demand x 16 oz.

Shake in Large Cups (20 oz.)

Year Population Demand (pieces) Demand(oz.)

2019 60 8,640 172,800
2020 63 9,072 181,440
2021 66 9,504 190,080
2022 69 9,936 198,720
2023 72 10,368 207,360

Demand= Population x 3 cups per week x4 x12

Demand per oz. = Demand x 20 oz.

TOTAL DEMWND
 Year Population Demand oz.
2019 890 1,064,074
2020 945 1,895,040
2021 1,000 2,004,480
2022 1,055 2,113,920
2023 1,110 2,223,360

To get the total demand, add each of small, medium, large cups as well as to the

demand per oz.

Supply

Supply is the process or system by which the product is provided to persons. The

basic of supply is the business equipment capacity to produce shake. The supply will

also increase 10% each year.

Volume produce/ day Percentage

Small 520 50%
Medium 310 36%
Large 60 14%
Total 890 100%

Supply Schedule

Year Supply (small) Supply (oz.)

2019 16,800 1,176,000
2020 17,980 1,258,600
2021 18,200 1,274,000
2022 18,500 1,295,000
2023 18,800 1,316,000

Supply= 520 per day x7x4x1

Supply per oz. = Supply x 12 oz.

Year Supply (medium) Supply (oz.)

2019 53,760 4,838,400

2020 56,820 5,113,800

2021 58,700 5,283,000

2022 60,400 55,436,000

2023 60,600 5,454,000

Supply= 310 per day x7x4x12

Supply per oz. = Supply x 16 oz.

Year Supply (Large) Supply (oz.)

2019 4,704 705,600

2020 4,800 720,000

2021 5,200 780,000

2022 6,700 1,005,000

2023 7,000 1,050,000

Supply= 60 per day x7x4x12

Supply per oz. = Supply x 20 oz.

Total Supply

Year Supply (Large) Supply (oz.)

2019 6,720,000 50,265.6

 2020 7,092,400 7,092,478.08

2021 7,310,000 7,337,098.90

2022 7,736,000 7,736,879.28

2023 7,820,000 7,820,000.55

To get the total supply, add each of small, medium and large as well as to supply per

oz.

Demand and Supply Analysis

Year Demand oz. Gap Unsatisfied Rate

2019 5,34,240 1,085,760 10%
2020 5,634,720 1,457,680 10%
2021 5,635,200 1,674,800 10%
2022 5,637,600 2,098,400 10%
2023 5,639,040 2,180,960 10%

SALE PLAN

The lucky 7 shake industry is economically stable, industry trends show the as

time becomes more limited , people want faster, easier and more economical service in

one location .Customers are educated and more demanding of quality product.

The target market area is Sampaloc Road Brgy. Plaza Aldea Tanay,Rizal. This will

includes target populations of 5,400 people (based on statistics) with the total demand

of 890 (as per the marketing research result) that fit our customer profile.

SALES FORECAST
 The total demand of the service is about 890 annually this is based on the survey

conducted to observe the average number of customers in the target market. However,

demand is projected to increase 10% annually.

To come up with projected sales forecast in terms of money, we analysed first

the possible lucky 7 Shake that we can render per day and its related prices and on our

selling price

PROJECTED SALES

To get the sales, supply is multiplied its price.

Sales =supply x prices

The sales will increase 10% each year

IN SMALL CUP (30.00)

Year Supply / small cup Sale

2019 16,800 504,000
2020 17,980 53,400
2021 18,200 546,000
2022 18,500 555,000
2023 18,800 564,000

IN MEDIUM CUP (50.00)

Year Supply /small cup Sale

2019 53,760 1,612,800

 2020 56,820 1,704,600

2021 58,700 1,761,000

2022 60,400 1,812,000

2023 60,600 1,818,000

IN LARGE CUPS (70.00)

Year Supply /small cup Sales

2019 4,704 141,120

2020 4,800 144,000

2021 5,200 156,000

2022 6,700 201,000

2023 7,000 210,000

TOTAL SALES

2019 2020 2021 2022 2023

Small cup 67,200 71,380 564,200 573,500 582,800
Medium cup 1,666,560 1,761,420 1,819,700 1,872,400 1,878,600
Large cup 145,824 148,800 161,800 26,800 217,000
Total 1,879,584 1,981,600 2,545,700 2,472,700 2,678,400
To get the total sales, add each of small, medium, large cups.

BUSINESS REQUIREMENTS

It show how the project shall be manage before and during the operation periods,

to be involved in studying the different aspect of the project, form of business

ownership, capitalization, organizational structure and function of each unit

management personnel, skill and number of labor required specifying the duties and

time to be devoted to the project, qualifications, compensations, fringe benefits and

facilities.

Form of Business Ownership

The owner of the proposed business will apply general partnership in their

business. An agreement in writing precedence over such legal provision. The

partnership specify the percentage of the profits each will receive or who will supervise

which the aspect of the business for instance. Partners A, B,C,D ,E, F and G receive

13% of the profits. The partner will share equally in the business profits. They may also

specify that each partner will in absence of agreement have equal in the operation of

the business. The Article 1767 of the Civil Code of the Philippines defined partnership

as a contract where by 2(two) or more person bind themselves to contribute money,

property or industry to a common find with the intention of dividing the profits among

them themselves.

Staffing and Coast

Position Rate per Monthly SSS, Total Annual

day salary Pag-Ibig, Monthly Salary

Philhealth Salary

(12% basic)

General 500 15,000 1,500.00 13,500.00 175,500.00

 Manager
Salesman/ 400 12,000 1,180.00 10,820.00 140,660.00

Saleslady
Production 450 13,500 1,350.00 12,150.00 157,950.00

Staff

(Cook)
Cashier 400 12,000 1,180.00 10,820.00 140,660.00
Security 400 12,000 1,180.00 10,820.00 140,660.00

Guard
Total 2,150 64,500 6,390.00 58,110.00 503,430

A. Equipment Requirements

To be able to make a sales, man power is not just alone of course the business

will need equipment. The list of equipment needed to run the daily operation of the

business is listed in this section.

B. Space Requirements

The business will rent an area located at Sampaloc Road Brgy. Plaza Aldea

Tanay, Rizal. This will be ideal location to establish the business since it is very near to

school area and it also easily accessible. They are going to renovate the place where

the manufacturing and selling of product will made in order to have not crowded and

comfortable work of thee staff, employees as well as to the customers the total size of

the area is 10m x 10m ( 100 square meters) that will divide into 6 parts.

 Processing area (5m x 3m or 15 square meters)

A place where the process of producing shake is made.

  Storage room (4m x 2m or 8 square meters)

A place where things are put or store when they are not being used.

 Office (5m x 5m or 25 square meters)

A place in which people work at desks doing business or professional activities.

 Counter (4m x 2.5m or 10 square meters)

A place that transactions are conducted or food is serve.

 Comfort room (4m x4m or 8 square meters)

A room on place with a toilet and sink.

SALES AND COST

Sales:

2019 2020 2021 2022 2023

Small cup 504,000 539,400 549,000 555,000 564,000
Medium cup 868,880 824,100 935,200 302,000 330,000
Large cups 329,280 336,000 364,000 469,000 490,000
Total 1,702,160 2,930,700 1,848,200 1,326,000 1,384,000

Cost:

2019 2020 2021 2022 2023

Manufacturing Coast
Direct Materials 389,234.00 453,990.00 453,401.68 455,999.57 487,653.45

Direct labor 955,897.00 955,897.00 955,897.00 955,897.00 955,897.00

Indirect material 60,534.00 60,534.00 60,534.00 60,534.00 60,534.00
Indirect labor 44,523.00 44,523.00 44,523.00 44,523.00 44,523.00
Dep. Prod.
Equipment 712,543.00 712,543.00 712,543.00 712,543.00 712,543.00
Utilities 49,767.00 49,767.00 49,767.00 49,767.00 49,767.00

consumption
Factory rent 23,660.00 23,660.00 23,660.00 23,660.00 23,660.00
Repairs and 3,000.00 3,000.00 3,000.00 3,000.00 3,000.00

maintenance
Selling cost
Advertising 5,900.00 5,900.00 5,900.00 5,900.00 5,900.00
Dep.- furniture 3,980.00 3,980.00 3,980.00 3,980.00 3,980.00

and fixture
General coast
Dep. –office 2,338.00 2,338.00 2,338.00 2,338.00 2,338.00

equipment
Utility supplies 500.00 500.00 500.00 500.00 500.00

cost
Office supplies 1,203.00 1,203.00 1,203.00 1,203.00 1,203.00

coast
Waste disposal 1,122.00 1,122.00 1,122.00 1,122.00 1,122.00

coast
Total P2,254,191 P2,289,591 P2,384,601 P2,390,601 P2,399,601
FINANCIAL ASPECT

A.INCOME STATEMENT
B.CASH FLOW

2019 2020 2021 2022 2023

Cash flows from operating activities:
Net income 486,678.65 546,897.43 613,438 90,987.78 756,480.35
Add back dep. 11,756.78 ----- ----- ----- ------
Increase in Inv. (26,485.79 ----- ----- ----- ------

)
Not cash inflow 543,893.40 ----- ----- ----- ------

from operating

activities
Cash flow from investing activities
Cash paid for (71,748.50 ---- ---- --- ----

purchase of )

production

equipment
Cash paid for (20,756.80 ---- ---- ---- -----
purchase of )

furniture and

fixture
Cash paid for (18.756.40 ---- ---- --- ----

purchase office )

equipment
Net cash outflow P100,786 --- ---- --- -----

from investment
Cash flow from financing activities
Partners 1,000,000 ---- ---- --- --

investment
Cash withdrawal 200,000 215,00 230,000 250,000 300,000

by the partners
Net cash inflow 700,000 (170,000) (170,000) (170,000) (170,000)

from financing
Net increase in 1,789,456 1,356,789 1,504,780 1,678,891 1,756,238

cash balance
Cash balance 0 1,789,768 1,978,236 2,578,468 3,456,978

beginning
Cash flow P1,789,76 P2,568,74 P2,986,78 P3,781,576 P4,568,119

8 6 1

Formula:

Peso Change = Most Recent Value – Base Period Value

Percent Change = Most Recent Value – Base Period Value

Base Period Value

Ratio = Most Recent Value

Based Period Value

CONCLUSION INTENT

Based on the proponent’s analization and estimation of the target market, it is

foreseeable that the proposed business of the plan has brave and wonderful capability

to generate accumulative benefit or profits through continuance of the business. Yet, the

proponents are planning to establish some new services to totally package needs of the

target market. And to have and meet applicant or aspirant; and of course will provide

more equipment’s, machines and tools.

As shown in previous paragraphs there is a big of chance for this business to

reach a success, if does, it will help the local economy through help the 8 people that

have no work. It is also possible to the business to build other branches all over the

country after 5 years of consistency accomplish its target sales. Thus, conclude that the

business will achieve its being popular in rendering ampalaya and squash flavored

shake to the customers.