Section 1

INTRODUCTION
1.1 BACKGROUND OF THE ENTERPRISE
“_____________________________”(Name of Store) the store is established to sell
various items such as ___________________ (products). The store location will be situated
preferably near ___________________________________ (location).
The storeowner got his/her inspiration to put up this merchandise store from ____________
(inspiration for the business idea). The store will be selling _______________, ______________,
_____________, ______________ and __________ (products). The store will be offering
__________ (target customers) to choose from readily available designs or through the design of
choice of the customers.
The storeowner will be buying the merchandises from the wholesalers in
_________________ (supplier/s) for low prices. Some of the products will be readily available for the
customers to buy from if no alterations will be requested by the customers.
The _______________________ (target customers) will be the primary target market of the
store. The merchandising store took its name from _________________ (origin of store name),
meaning __________________. The storeowners promise the target markets for updated designs of
their products. __________________ (Name of Store) is characterized by a wide variety of
_________________ (type of products).
The owner of the store is a true lover of ______________. She even goes out of her comfort
zone to do so. This going gaga to _____________ (business inspiration) paved the way for the
owners to think of starting a business with ____________. ________________ (products) stuffs are
continuously growing in numbers. _______________ (Name of Store) store will be starting its
operation in ______________ (location), with a startup capital of ₱ ________ (amount). The
storeowner will be hiring staffs to man the business.
__________________ (Name of Store) aims to bring the products which are proudly Philippine-made
in the lowest price available to its customers.

1
1.2 PERSONAL DETAILS OF OWNERS

Name
Owner/Proprietor

He/she was born in ________________ (date of birth) at _______________ (place of birth).

Her parents are ________________ (father’s name) and _________________ (mother’s name).
He/she is currently studying as a Grade 12 student at the ______________________ High School in
________________ (school address) under the Division of Pampanga. In the future, he/she wants to
be a successful ________________ (ambition).

Name of Teacher/
Business Mentor

He/she graduated with a degree of _________________________ (degree) at the

________________________ (university/college attended) in ____________________ (school
address). He/she is currently pursuing graduate studies at ____________________ (course) at the
_______________________ (university/college attended).

2
 Section 2
STRATEGIC PLANNING
Independent Activity 1: Crafting of Company Summary
Company Summary
________________________________________ store brings out the _______________________
products which are ______________________________ by the ___________________
________________________ by customers themselves from and among the various design
readily made available to them. Storeowner ___________________________, better known as
___________ witness _______________________________ to _________________________________.
The owner/entrepreneur represent ___________________________ area while the
_____________________ will be handled by the __________________________.
The owner/entrepreneur will provide funding from __________________, which will cover
____________________ and provide a ___________________ for the _______________ of operation.
A ____________, _____________________________ loan will cover the rest of the required
financing. The company plans to build _______________________ in the town, due to the
_______________________________ and ________________________ attitude possessed.

Independent Activity 2: Crafting of Company Ownership

Company Ownership
____________________________________ is a _______________________________________ in the
_________________of _______________ in ___________________. It is _______________ owned by
_______________________________.
Independent Activity 3: Crafting of Start-up Summary
Start-up Summary
______________________________________________ is a _______________ company. Financing will
come from _______________________________. The following _______ and __________ illustrate
the company's __________________________.
____________________________________ offers _______________________ or __________________.
_____________________ ranges from _______________, ____________________, ______________ and
___________________. All comes with ____________________ but very open for
______________________ and ________________. The store ___________ the
_____________________________ which are founded on _____________________________ by
___________________________ personally hand-picked by customers themselves from
___________________________________________________.

3
Independent Activity 4: Preparation of Start-up Expenses
Table 1: Start-up
Start-up
Requirements
Start-up Expenses
Legal
Premise renovation
Expensed on Equipment

Others
Total Start-up Expenses

Start-up Assets

Cash Required
Total Assets

Independent Activity 5: Preparation of Start-up Funding

Table 2: Start-up Funding
Start-up Funding
Start-up Expenses to Fund
Start-up Assets to Fund
Total Funds Required
Assets
Cash Requirement from Start-up
Additional Cash Raised
Total Assets
Liabilities and Capital
Liabilities
Current Borrowing
Long-term Liabilities
Total Liabilities

Capital
Owner
Loss at Start-up (Start-up Expense)
Total Capital
Total Capital and Liabilities
Total Funding

4
Independent Activity 6: Crafting of the 8 Elements of a Strategic Plan,

VISION:
_________________________________________________________________________________
______________________________________________.
MISSION:
_________________________________________________________________________________
______________________________________________.
CORE VALUES:
_________________________________________________________________________________
______________________________________________.
GOALS:
_________________________________________________________________________________
______________________________________________.
OBJECTIVES:
_________________________________________________________________________________
______________________________________________.
OPERATIONAL, TACTICAL and STRATEGIES
_________________________________________________________________________________
______________________________________________.
_________________________________________________________________________________
______________________________________________.

STANDARDS OF MEASUREMENT:
_________________________________________________________________________________
______________________________________________.
SWOT
_________________________________________________________________________________
______________________________________________.

Section 3
Environmental Analysis
Independent Activity 7: Keeping in mind your dream business venture, identify

5
what possible Macro-Environmental factors will be affecting it? Copy the table in
your paper and write in the space provided your answer.

Macro-Environmental Analysis

Political factors TRAIN LAW

Economic factors

Sociological factors

Technological factors

Legal factors

Environment (Natural) factors

Independent Activity 8: Keeping in mind your dream business venture, identify

what possible Macro-Environmental factors will be affecting it? Copy the table in
your paper and write in the space provided your answer.

Micro-Environmental Analysis

The supplier of raw materials had increased

Suppliers its prices due to high cost of production.

Rival Firms

6
 Buyers

Entrants

Substitutes

Independent Activity 9: Keeping in mind your dream business venture, identify

what are its strengths and weakness? Copy the table in your paper and write in the
space provided your answer.
Strengths Weaknesses

Independent Activity 10: Keeping in mind your dream business venture, identify
what are the possible opportunities that will come to the business as well as the

7
threats it will encounter? Copy the table in your paper and write in the space
provided your answer.
Opportunities Threats

8
 Section 4
MANAGEMENT PLANS
Independent Activity 11: Crafting the Management Study

_________________________ has an ____________________ in

_________________________, as the part of ______________________________________
will be tasked to _________________ she will be ________________________. The
company intends to hire ________________________ and __________________________
to handle _________________ and _____________________.

Independent Activity 12: Crafting the Personnel Plan

As the personnel plan shows, _______________________________________________
expects to make _______________________ in ___________________________________.

Personnel
Personnel Plan
Year 1 Year 2 Year 3

Total People

Total Payroll

9
 Describe the team

Forecast personnel Describe the

cost organizational
structure

INVESTOR-READY
PERSONNEL PLAN

List advisors, consultants Explain the gaps

and board members

Enterprise Form

10
 The enterprise is owned by _______________ taking the ____________________
form.
Independent Activity 13: Describing the 5 Key steps of an Investor-ready
Personnel Plan. Write your description below the steps in a separate sheet
of paper.

11
Independent Activity 14: Filling out of the Organizational Chart

Name
Owner/Proprietor

Name
Cashier

Name
Sales Clerk 1
Independent Activity 15: Crafting of the Personnel Duties and
Responsibilities in the Business
POSITIONS DUTIES AND RESPONSIBILITIES

1. Owner/Proprietor Responsible for _________________________

2. Cashier Responsible for __________________________

3. Sales Clerk 1 Responsible for __________________________

12
 Section 5
MARKETING STUDY

Independent Activity 16: Crafting the Market Analysis and Market Segmentation
Market Analysis
_________________________________________ focus is __________________ of a
__________________ resident customer base, as well as a __________________ and
__________________ from ____________________.
Market Segmentation
__________________________________________ focuses on the ___________________ income
markets. These market segments consume __________________________ ranging from
______________, __________________, __________________ _______________.

Independent Activity 17: Crafting the Main and Additional Markets and Strategy
Used
Local Residents
__________________________________________ wants _______________ a _________________
customer base. This will launch a ____________, _____________ revenue base to
____________________ of the business.
Friends and Relatives from Nearby Communities
___________________ and ______________ from _________________________ comprises
approximately __________ of the revenues. ____________________, _____________________ and
_____________ are _____________ to ____________ this segment of the market.
Target Market Segment Strategy
The __________________ target market for _________________________________________ is a
_________________ of ______________________. _________________ and _____________ customer
service at a ____________________ is key to _________________ the _________________________ of
this target market.

Independent Activity 18: Crafting the Market Needs, Service Business Analysis
and Competition/Buying Patterns
Market Needs
Because _______________ has a ____________________ at its _________________,
__________________ especially _________________ who are into ____________________ are
always buying _______________________. In order ____________________ who are within
_________________ where the store is located, the owner would like to ____________________.
Much of the day's activity occurs in the _________________________, with a relatively steady
flow for the remainder of the day until __________________.

13
Service Business Analysis
The _____________________ in the locality has recently _________________________.
__________________________support to _______________________________________,
________________________ are booming ___________________________ which paves the way for
the owner to start the business venture.
Despite low competition in the immediate area, ___________________________________ will
position itself as a __________________customers can ________________________________ in a
relaxing environment.
Competition and Buying Patterns
Competition in the local area is somewhat ______________ and does not
______________________ the level of ____________________________________________ as
_____________________________________________. _________________________ customers are
looking for ____________________________ in a ____________________. They desire a
_____________, ______________________ in buying ______________________________.
Leading ___________________ purchase supplies to ____________________________, making
their prices ____________________than __________________________________.

Independent Activity 19: Crafting of the Target Market Description and

Product/Service Description
Target Market Description
 Target 1.
Describe.

Place picture here

 Target 2.
Describe.

Place picture here

 Target 3.
Describe.
Place picture here

14
Product or Service Description
Describe
Product 1

Place picture here

Product 2

Place picture here

Product 3

Place picture here

Product 4

Place picture here

Independent Activity 20: Crafting of the Pricing Strategies and Place Strategies
Pricing Strategies (choose what did you employ)
 Cost-oriented pricing – where a cost serves as a basis for pricing products
o Cost-plus pricing – where a specified amount is added to the unit cost
o Standard markup pricing – where a specific percentage is added to the unit
cost
___________________________________ will charge for the __________________. The
pricing is based on the _________________________________ plus __________ percentage mark-
up to cover up _______________ and ________________. A mark-up of ______of the cost will
suffice for the __________________________________.
Target profit pricing – where the desired profit is added to the unit cost
 Competition-based pricing – pricing strategy that utilizes prices of competitors, the
index for which same, higher or lower price is determined by the entrepreneur
Location or Place Strategies (choose what did you employ)

15
  Direct distribution – through house to house or stall setups
Korean Pop Collectibles Shopaholic store will be located
_____________________________.

Place picture here

 Indirect distribution – through agents or intermediaries

 Hybrid distribution – a combination of the direct and indirect approaches

Independent Activity 21: Crafting of the Promotion Strategies

Promotions (choose what did you use)
 Advertising/Facebook Posts.
The entrepreneurs will be calling or texting target markets to share information
about the store. The owners through their Facebook account will be posting and sharing
information about their product offerings. This will be use to share to the customers their
different branches locations and openings.
 Public Relations
The business venture shall _____________________________ where it is located by
joining in ________________, paying ____________________ and _________________ help when
the need arises
 Personal Selling
The entrepreneurs will conduct __________________ to offer _________________ as well
as _________________________ of their store.
 Sales Promotions
The owners will be offering _______________ from __________________. This will be to
capture the __________________ valued customer.
The entrepreneurs will be using ____________, _______________, _____________ and
____________ to present their ______________ with particular __________________,
___________________ and _____________________ to their valued customers.
The year-round ______________ will surely be a _________ with their target
customers. This will be the ____________________ offered by ______________ all year round.
This is to attract ___________________ to buy a ________________ especially to
_________________ as well as to ___________________ who are the regular customers.
 Direct Marketing
The business owner, staffs, consultants and advisers shall share the business
venture (word of mouth) to anyone who passes by within the community.

16
Projected Sales Volume and Value
Table 1. PROJECTED REVENUE
Projected Daily Projected Monthly Yearly
Types of Costing Volume Revenue Volume Revenue Projected
Product/s Daily Monthly Revenue
(C x PVD) (PVD x (DR x 30) (MR x 12)
30)

Section 6
OPERATIONAL PLANS
Independent Activity 22: Crafting of the Operational Objectives

Strategic Operational Objective - _______________________________________________

__________________________________________________________________________________
Technological Operational Objective - __________________________________________
__________________________________________________________________________________
Marketing Operational Objective - ______________________________________________
__________________________________________________________________________________
Sales Operational Objective - ____________________________________________________
___________________________________________________________________________________
Personnel Operational Objective - _______________________________________________
___________________________________________________________________________________

Independent Activity 23: Crafting of the Production Process

17
Product or Service Description
The products the business owner wants to offer to the target markets are
_________________________________________________________. ____________________
ranges from ______________, ___________________, ___________________ and
______________________. All comes with __________________ but very open for
_______________________________.
Supplier – Partner Description
The business owner will go to ________________ and ______________ to scout for
_______________________ needed in the business venture. She will form
_____________________ to _______________ who can meet her business/professional
expectations like in ________________ and _________________.
Equipment/Technology Description
The business owner will be _________________ with _________________ to
_________________________ and promote the business venture. She will be
_____________________for works such as _______________________________________.

Cost of Product or Service

The business owner will add a __________________ of ranging from
__________________ and the _________________ of each item, bearing in computations
the _________________ incurred in the acquisition of the items to be sold.

Independent Activity 24: Crafting of the OPERATING PROCESS

Location
The store location will be situated _________________________________________.
Working Hours
The store will be operating for _____________________________________________.
Personnel
It is _________ owned and managed by its owner who has __________________
in _____________________, as the part of __________________________ will be tasked to
staff she will be training and hiring. The company intends to hire
_____________________ and _________________________ to handle customer service and
day to day operations.

Section 7
FINANCIAL PLAN

18
Independent Activity 25: Crafting of the Expenses Items

_____________________________________________ expects to raise ₱ __________

its own capital, and to borrow ₱___________ guaranteed by the _______ as a ________
loan. This provides the __________ of the ________________ required.
Expenses Items
a. Salaries and wages
The owner/proprietor will be ______________to oversee the store operations
during the __________________. The salesclerk will also be
____________________________. The salary of the salesclerk will be Php _______/_____.
b. Materials expenses
The materials bought will depend on the _________like ________, _______,
_______ and _______. The cost of product 1 is _________, product 2 is__________ etc.
c. Supplies expenses
The supplies bought consists of ____________ and ___________ to be used in
the selling of products and services.
d. Marketing expenses
_____________, _________, and _________ to be used in promoting the business.
e. Transportation expenses
_________________________, ____________ used in line with business activities.
f. Communication expenses
__________, __________________________ used in line with business activities
g. Utilities
__________, ____________ and ____________ for the period covered. Rental is
_________, water bill is _____________ and electric bill is ______________.
h. Registration, taxes and Licenses
Fees for licenses is ___________________________ and taxes ___________________.
i. Representation expenses
Expenses during the ______________ the store _____________ will be launching.

Independent Activity 26: Crafting of the Balance Sheet

YOUR COMPANY NAME

BALANCE SHEET as of March 2021
ASSETS

19
Current Assets
Cash in Bank

Cash on Hand
Inventory
Total Current Assets
Equipment
Less Depreciation
Net Equipment
TOTAL ASSETS
LIABILITIES
Current Liabilities
Loans Payable
Income Tax Payable
Worker’s Compensation Payable
Total Current liabilities
Long-term Liabilities
Long-term Loans
Total Long-term Liabilities
TOTAL LIABILITIES
EQUITY EARNING
Owner’s Equity-Capital
Owner-Draws Retained Earnings
Current Earnings
Total Earnings
TOTAL EQUITY
LIABILITIES AND EQUITY

Independent Activity 27: Crafting of the Income Statement

Income Statement for the month of  Total 

May 2021

20
 REVENUE

  Products
    Product 1

    Product 2
Product 3
Product 4
  Total Products
TOTAL REVENUE

EXPENSES

  Direct Costs
    Materials
    Salary (Owner)
    Wages
Workers' Compensation Expense

  Total Direct Costs

  General and Administration (G&A)

    Accounting and Legal Fees

    Advertising and Promotion
    Office Rent

    Telephone/Wifi

    Utilities

  Total G&A

TOTAL EXPENSES
NET INCOME BEFORE INCOME TAXES
INCOME TAXES
NET INCOME

Independent Activity 28: Crafting of the Cash Flow Projections

트와이스시대’s Korean-Pop Collectibles Shopaholic

CASH FLOW PROJECTIONS  Jan  Feb   Mar 
CASH REVENUE

  Revenue from Product Sales

21
TOTAL CASH REVENUES

CASH DISBURSEMENTS

  Cash Payments to Trade Suppliers

Salary (Owner)

  Salaries and Wages

Promotion Expense Paid

Accounting and Legal Fees

  Benefits Paid

  Rent/Mortgage Payments

  Telecommunications Payment

  Utilities Payments

Taxes

TOTAL CASH DISBURSEMENTS

CASH FLOW

OPENING CASH BALANCE

CLOSING CASH BALANCE

Section 8
Implementation Plan

See Module 10

Marketing and Sales

1. Product

22
2. Brand name
3. Value Proposition
4. Unique Selling Proposition
5. Place
6. Prices
Promotion
1. Sales Promotion
2. Prit Advertisement
3. Service Packaging
4. Service Personnel
Operations
1. Methods
2. Manpower
3. Machines
4. Materials

Performance Report
Product Number of Items NET Profit Per Net Profit in
Sold Unit Amount
Example: Banana cue 1000 sticks P8.90 P8900.00

Appendices
Culminating Report
5 4 3 2 1

23
 Strongly Agree

Agree

Undecided

Disagree

Strongly Disagree
Findings /
Recommendatio
n / Significant
Values Learned

The Value Proposition and Unique

Selling Proposition were clearly
communicated to the target
market. Moreover, the 7Ps of
Marketing were strategically used
to boost awareness of the product.
The sales execution strategies were
instrumental in achieving or even
in exceeding the sale projection.
Marketing and Sales Plan
Simulation Score (40%)
The 4Ms of Operations were
efficiently and effectively executed,
thereby incurring the least cost
possible.
Operations Plan Simulation Score
(30%)
The Financial tasks of recording
and posting business transactions,
keeping receipts and disbursement
documents, and preparing
compliant financial statements
were stringently implemented.
Financial Plan Simulation Score
(30%)
Total Score (100%)

24