Sample Business PlanOutlilne

Unit II: Writing Business Plan Lesson 3

1. NAME OF FIRM
State the business’s legal
name

2. OWNER OR OWNER-TO-BE
State owner(s) name, as
well as the form and
percent of ownership

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Chapter 1: Information on the
Business

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A. Information on the Business (Introduction)
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• State the general and specificMission

Vision nature of the business.
• State
• Your the type
vision says of business
how you see (manufacturing, service,
• Your mission defines what you
merchandising,
yourself hybrid, etc.) want to achieve.
in the far future.
• It •expresses
State the company’s
what goals and
you want your • Itobjectives.
states the benefits your
• Describe
company your product and/or services.
to become. Briefly
business will bringdiscuss who
to clients,
buys the product/service. employees, shareholders and the
community as a whole.
• Describe how the product/service is sold to customers.

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A. Information on the Business
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Describe how and where buyers

Vision get the product/service.
Mission
• vision
• Your Comment on the
says how you quality
see of the product/service.
• Your mission defines what you
• Estimate
yourself average
in the far future. price of product/service.
want to achieve.
• It expresses what you want your • It states the benefits your
company to become. business will bring to clients,
employees, shareholders and the
community as a whole.

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B. History
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• If new, say so.

Vision Mission
• If
• Your existing,
vision discuss
says how age of business,
you see prior owner,
• Your mission defines how
what you
acquired
yourself and
in the far length of time operated
future. by you, image or
want to achieve.
reputation;
• It expresses number
what you want of employees,
your lastthe
• It states year’s sales
benefits volume
your
and to
company profit and any significant events
become. businessthat haveto
will bring affected
clients,
the company’s development. employees, shareholders and the
community as a whole.

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C. Office/Plant
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Give addresses and description

Vision of area and building.
Mission
• State
• Your whether
vision says rented,
how you see leased• or
Yourowned.
missionIfdefines
rentedwhat
or you
leased,
yourself in thestate form whom and under
far future. want towhat conditions.
achieve.
State size
• It expresses what(square
you wantfootage;
your screen capture
• It states from G-map).
the benefits your
• Describe
company type of access to building.
to become. business will bring to clients,
• Is the location a good one thatemployees, shareholders
is convenient to and the
community as a whole.
customers?
• State business hours.
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D. Personnel
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• For the present and future, state

Vision number of employees,
Mission
• Your type
visionof labor
says how(skilled
you see and/or unskilled), sources
• Your mission definesofwhat
labor.
you
• Comment
yourself in the faron the quality of thewant
future. staff.
to achieve.
• It expresses what you want your • It states the benefits your
company to become. business will bring to clients,
employees, shareholders and the
community as a whole.

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E. Economic / Accounting
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Describe how this business makes

Vision money.
Mission
• State
• Your howhow
vision says prices
youare
see or will be determined
• Your and bywhat
mission defines whom.
you
yourself in the far future. want to achieve.
• It expresses what you want your • It states the benefits your
company to become. business will bring to clients,
employees, shareholders and the
community as a whole.

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F. Inventory, Supplies, Suppliers, and Equipment
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Describe what inventory, raw

Vision materials and/or
Mission
• Your supplies
vision says the
how business
you see uses• Your
(initial anddefines
mission continuing)
what you
• Listinyour
yourself the farsuppliers:
future. want to achieve.
name, address, type and percent
• It expresses what you
of supplies want yourand •length
furnished It statesof
thetime
benefits
youyour
have
company to become. business will bring to clients,
been buying from each, reliabilityemployees, and frequency
shareholders andof
the
purchase. community as a whole.

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F. Inventory, Supplies, Suppliers, and Equipment
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• How easy or difficult is it to get

Vision necessary supplies? If it is
Mission
• Your difficult,
vision sayshow
howwill
you you
see deal with potential
• Your mission or actual
defines what you
shortages?
yourself in the far future. want to achieve.
• It •expresses
Are thewhatprices
youof your
want supplies
your • Itsteady or fluctuating?
states the benefits your If
fluctuating,
company to become. how do you deal with changing
business costs?
will bring to clients,
• List the equipment used by theemployees,business shareholders
and comment andon
the
community as a whole.
its condition.

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G. Legal
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• State form of business and status.

Vision Mission
• State
• Your licensing
vision says requirements
how you see •and
Yourstatus.
mission defines what you
• State
yourself zoning
in the requirements andwant
far future. status.
to achieve.
• It •expresses
State insurance requirements
what you want your and
• It status.
states the benefits your
• Havetobuilding
company become.codes been complied
businesswith?
will bring to clients,
• State any health code requirements. employees, shareholders and the
community as a whole.
• Describe any other laws and regulations that affect the
business.
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G. Legal
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Describe lease, if any.

Vision Mission
• Trademarks,
• Your vision says howpatents,
you see licenses and copyrights
• Your should
mission defines whatbe
you
checked
yourself forfuture.
in the far legality. want to achieve.
• It expresses what you want your • It states the benefits your
company to become. business will bring to clients,
employees, shareholders and the
community as a whole.

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H. Future Plans
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• What are your plans for the future

Vision
• Your diversify,
vision says sell,
how etc.)?
you see
yourself in the far future.
• It expresses what you want your
company to become.
(maintain, expand,
Mission
• Your mission defines what you
want to achieve.
• It states the benefits your
business will bring to clients,
employees, shareholders and the
community as a whole.

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Chapter 2: Market Analysis

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A. Customer (market)
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• What is your market (wholesalers,

Vision Missionretailers, consumers,
• Your government,
vision says howetc.), or, who are
you see your
• Your customers?
mission defines what you
• Why
yourself in does
the farthis market NEED your
future. wantproduct/service?
to achieve.
• It •expresses
How long whatwill
youthis market
want your need
• It your
statesproduct/service?
the benefits your
• List the
company characteristics of yourbusiness
to become. averagewillcustomers.
bring to clients,
• What do customers like and dislike employees,
aboutshareholders
your and the
community as a whole.
product/service or business?
• Estimate how much the total market will spend on this.
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A. Customer (market)
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Describe the market segmentation

Vision Mission
a) Geographic
• Your vision says how you– deals
see with the characteristics
• Your mission definesorwhat you
description,
yourself in features of a particular
the far future. area.
want to achieve.
• It expresses what you want your • It states the benefits your
b) Demographic
company to become. – deals with business
the statistical characteristics
will bring to clients,
of identified markets (suchemployees, shareholders
as age, gender, and the
or income).
community as a whole.

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B. Environment
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Discuss any environmental factors

Vision Mission(economic, legal, social,
• Your or technological)
vision says how youwhich
see affects your
• Your market
mission or what you
defines
product/service.
yourself in the far future. want to achieve.
• It •expresses
Environmental
what you factors are those
want your whichthe
• It states have significant
benefits your
effects
company on your operation, butbusiness
to become. over which you have
will bring no
to clients,
control. (i.e., country growth, employees,
rising energyshareholders and the
costs, prices,
community as a whole.
etc.).

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C. Competition
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Discuss your competition; number

Vision Mission of competitors (direct
• Your or indirect),
vision says howtype
youofseecompany• (i.e., productdefines
Your mission or service),
what you
location,
yourself age,
in the far reputation/image,
future. wantsize
to(sales or customers),
achieve.
marketwhat
• It expresses share.
you want your • It states the benefits your
company to become. business will bring to clients,
employees, shareholders and the
community as a whole.

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D. Competitive Advantages and Disadvantages
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Discuss how your product/service

Vision Missionmeets market needs
• Your and
visionhow
saysyou
howcan
youcompare
see with themission
• Your competition in terms
defines what you
of product/service
yourself in the far future. features, location, distribution, price,
want to achieve.
other. what you want your
• It expresses • It states the benefits your
• Compare
company your estimates of thebusiness
to become. market’s willdemand and the
bring to clients,
competition’s supply. employees, shareholders and the
community as a whole.

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D. Competitive Advantages and Disadvantages
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• The relationship of supply and

Vision demand will affect your
Mission
• Your marketing andyou
vision says how sales
seestrategy.• High demand
Your mission with what
defines low you
supply
yourself usually
in the means less competition
far future. and less
want to achieve.
advertising.
• It expresses what you want your • It states the benefits your
• Lowto
company demand
become.and high supply indicate a very
business will competitive
bring to clients,
situation and a need for extensive employees, shareholders and the
marketing.
community as a whole.

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E. Projections
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Give your projections in termsMission

Vision of either the number of
• Your customer, items
vision says how yousold,
see or contracts obtained,
• Your mission etc.what you
defines
• Provide
yourself graphical
in the far future. presentation (bartograph,
want achieve.histogram, line
graph, what
• It expresses frequency polygon,
you want your etc.).
• It states the benefits your
company to become. business will bring to clients,
employees, shareholders and the
community as a whole.

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Chapter 3: Market Strategy

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A. Sales Strategy
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Present your marketing strategy.

Vision In other words, tell how
Mission
• Your you will
vision get
says howtheyou
edge
see on your• competition and get
Your mission defines what you
customers.
yourself This is your action want
in the far future. plan to get business.
to achieve.
• It •expresses
Your product/service
what you want yourwill sell•because onebenefits
It states the or moreyourof the
following
company is attractive: advertising,
to become. pricing
business (high,
will bring to medium,
clients,
low), distribution system (limited, employees, shareholders
widespread, and the
etc.) and
community as a whole.
promotion.

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B. Promoting Strategy
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• State and describe how you plan

Vision to promote your
Mission
• Your product/service.
vision says how you see • Your mission defines what you
• If you
yourself plan
in the farto advertise what media
future. want toyou will use: radio,
achieve.
television,
• It expresses whatnewspaper, magazines,
you want your internet,
• It states and/or
the benefits yourother.
• Statetowhy
company you consider the media
become. youwill
business have chosen
bring to be
to clients,
the most effective. employees, shareholders and the
community as a whole.

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B. Promoting Strategy
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• State the content of your promotion

Vision Mission or advertising:
a) What
• Your vision youryou
says how product/service
see is? mission defines what you
• Your
b)inWhy
yourself is itfuture.
the far attractive? want to achieve.
c) Business
• It expresses what you location
want your • It states the benefits your
• When
company to you are designing your advertising,
become. remember
business will bring you
to clients,
are selling to satisfy someone’s employees,
needs. shareholders and the
community as a whole.

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Chapter 4: Management

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A. Management
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Why have you chosen this type

Vision of business?
Mission
• For
• Your key
vision management
says how you see personnel,
• Your include
missionthe following:
defines what you
1. Resumes
yourself in the far future. want to achieve.
2. Personal
• It expresses financial
what you statements
want your • It states the benefits your
3. Tax
company returns for the last three
to become. years will bring to clients,
business
4. Personal family budget employees, shareholders and the
community as a whole.

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A. Management
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Describe prior experience that

Vision qualifies management to
Mission
• Your run
visionthis type
says howofyou
business.
see • Your mission defines what you
1. inPosition
yourself Information
the far future. want to achieve.
2. Position
• It expresses Requirements
what you want your • It states the benefits your
company3. Job Specifications
to become. business will bring to clients,
employees, shareholders and the
community as a whole.

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Chapter 5: Financial

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A. Source and Uses
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Describe the project to be financed.

Vision Mission
• State
• Your where
vision says howthe
youmoney
see to pay for the
• Your project
mission willwhat
defines comeyou
from
yourself (sources)
in the and show in detail
far future. wanthow it will be used
to achieve.
(uses).what you want your
• It expresses • It states the benefits your
• The to
company most common uses are equipment,
become. business willleasehold
bring to clients,
improvements, inventory and employees, shareholders and the
working capital.
community as a whole.

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B. Statement
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)
• If business is an existing one, include business tax returns
Visionand financial statements for the last three years. Financial
Mission
• Your statements
vision says how include: • Your mission defines what you
you see
should
yourself in the farSheet
1. Balance future. want to achieve.
• It expresses
2. Income whatStatement
you want your • It states the benefits your
company to become. business will bring to clients,
3. Accounts Receivable and Aging employees, shareholders and the
4. Accounts Payable and Agingcommunity as a whole.
5. Debt Schedule
6. Reconciliation of Net Worth
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B. Statement
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• For both existing and new business,

Vision Missionproject the following
• Your financial
vision saysstatement
how you see for the next
• Yourthree years:
mission defines what you
1. monthly for the 1 st year
yourself in the far future. want to achieve.
2. quarterly for 2 nd and 3rd year.
• It expresses what you want your • It states the benefits your
company to become. business will bring to clients,
employees, shareholders and the
community as a whole.

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B. Statement
State the general and specific nature of the business.
State the type of business (manufacturing, service, merchandising, hybrid, etc.)

• Operating (or income) Statement

Vision Missionwith explanation (sales,
• Your expenses, profit):
vision says how you see • Your mission defines what you
1. Balance
yourself in the farSheet
future. want to achieve.
2. Reconciliation
• It expresses of Net
what you want yourWorth
• It states the benefits your
3. Cash
company Flow with Explanation business will bring to clients,
to become.
4. Break – even Analysis employees, shareholders and the
community as a whole.

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A business plan should not
be something you prepare
once, then put on shelf and
forget.

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 ThankYou
Ma. Mina Pamela Rosario , LPT

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