Professional Documents
Culture Documents
A. Business Description
1. A cover sheet indicating the name, address and telephone number of the business and of all
principals.
2. Legalities-business form: proprietorship, partnership or corporation. The licenses or permits
you will need and/or have.
3. Business type; merchandizing, manufacturing or service.
4. Write your business vision.
5. Clearly identify goals and objectives and it should clarify why you want to be in business.
6. List your short term, medium term and long term objectives
7. Is it a new independent business, a takeover, or an expansion?
8. Why will the business be profitable? What are the growth opportunities? Will franchising
impact on growth opportunities?
SMALL & MEDIUM ENTERPRISES DEVELOPMENT AUTHORITY 1
BUSINESS PLAN / FEASIBILITY TEMPLATE
B. Product/Service
1. What are you selling.
2. Description of the product(s) to be produced, type, quality, etc.
3. Planned yearly production of each product
4. Sale price of product(s)
5. How your product or service will benefit the customer.
6. What is different about the product or service your business is offering.
C. Location
1. Describe the fundamental data and requirements on the location for the plant operation.
2. List possible locations and describe them.
3. Rate selected location on following factors on a 1(lowest) to 10 (highest) scale
• Close proximity to consumer markets
• Close proximity to raw material market
• Close proximity to international air and sea port
• Close proximity to labor force
• Availability of fiscal concessions
• Availability of commercial roads
• Availability of commercial transport
• Availability of commercial storages
• Availability of electric power
• Availability of commercially usable water
• Availability of effluent disposal system.
• Availability of tele-communication system
• Availability of commercial land for expansion.
A. The Market
1. Describe existing and potential market for your product.
2. Existing sales volumes for the entire industry
3. What are the current prices?
4. Rate the following attributes on the level of importance.
a) Barriers to entry
Low High
Economies of scale 1 2 3 4 5
Product differentiation 1 2 3 4 5
Brand identity 1 2 3 4 5
Capital requirements 1 2 3 4 5
Access to distribution channel 1 2 3 4 5
Government policy 1 2 3 4 5
Others (please explain) 1 2 3 4 5
B. Competition
1. What is your competitive advantage (low cost producer / product differentiation, focus)?
2. Is it a sustainable competitive advantage?
3. What is the level of competition (none/monopoly, moderate, intense or it’s a cartel situation)?
4. Rate the following critical factors which customers consider while making the final decision.
Low High
Price 1 2 3 4 5
Quality 1 2 3 4 5
Accessibility 1 2 3 4 5
Brand Image 1 2 3 4 5
Guarantee 1 2 3 4 5
Sales Service 1 2 3 4 5
5. Rate your business as well as your competitors business against critical factors on a 1-10
scale.
Your Company Low High
Price 1 2 3 4 5
Quality 1 2 3 4 5
Accessibility 1 2 3 4 5
Brand Image 1 2 3 4 5
Guarantee 1 2 3 4 5
Sales Service 1 2 3 4 5
Price 1 2 3 4 5
Quality 1 2 3 4 5
Accessibility 1 2 3 4 5
Brand Image 1 2 3 4 5
Guarantee 1 2 3 4 5
Sales Service 1 2 3 4 5
6. Where does competition originate from? (Organized sector, semi organized sector, un
organized sector)
7. Who are your direct competitors?
8. Who are your indirect competitors?
9. What have you learned from their operations? from their advertising?
G. Labor laws.
H. Factory Laws
I. Environment/pollution control laws especially regulation regarding by-products and industrial
waste.
J. International Trade Laws related to the process of production and product/services itself
K. Anti-dumping law etc.
L. Cyclic/seasonal constraints (in case of seasonal demand/production).
M. Natural disorders effecting business (Floods, droughts etc.).
A. Raw Materials
1. List all required raw materials (unprocessed or semi processed raw material, processed
industrial material, auxiliary material) and inputs (factory supplies, utilities)
2. Identify local and foreign component of raw material and inputs.
3. Describe in detail the chosen material and inputs stating
• Qualitative properties
• Quantities available
• Sources of supplies
• Seasonality
• Price, price trends, import duties
4. State purchase terms; like credit and any other written agreement.
5. Inventory control system
4. Identify the local/foreign contractor(s) who construct the plant, connect utilities, and install
the machinery. Describe the process followed in their selection.
5. Detailed breakdown (customs duty, sales tax, income tax) of cost of machinery and
equipment.
6. Costs involved in import and freight of machinery and equipment.
7. Installation cost
8. Testing costs (Testing before execution of normal operation)
9. Other costs involved (upto installation).
10. Comparison of cost with alternatives.
11. Repair and maintenance
D. Utilities
1. Subscriptions, connection charges or other fees related to utilities.
2. Cost of installation of utility supply lines, piping, wiring etc.
3. Utilities consumption pattern and cost projection
E. Miscellaneous
1. Insurance expenses
2. Rent expenses (if any)
F. Breakeven analysis
G. What type of accounting system will you use? Is it a single entry or dual entry system?
B. BALANCE SHEET
[Company Name]
As of_________, 2000
Assets
Current Assets
Cash & bank _______
Accounts receivable _______
Inventory _______
Short-term investment _______
Prepaid expenses _______
Total Current assets __________
Long-term investment __________
Fixed Assets
Land _______
Buildings _______
Machinery & Equipment _______
Furniture _______
Automobile/vehicles _______
Total Fixed Assets __________
Liabilities
Current Liabilities
Accounts payable _______
Interest payable _______
Taxes payable _______
Total Current Liabilities __________
Long-term Loan __________
Total liabilities __________
I. The Business
A. Description of business
B. Sponsors
C. Marketing
D. Competition
E. Operating procedures
F. Personnel
G. Business insurance
H. Financial data
A. Loan applications
B. Capital equipment and supply list
C. Balance sheet
D. Breakeven analysis
E. Pro-forma income projections (profit & loss statements)
1. Three-year summary
2. Detail by month, first year
3. Detail by quarters, second and third years
4. Assumptions upon which projections were based
F. Pro-forma cash flow