Alerta, James Carlo F.

9-Alexandrite

Kalunasan Kalidad

Business Plan
June 29, 2021

Street: Lower Camparang, Kalunasan Cebu City

(041) 532 2901

alerta@gmail.com

www.kalunasankalidad.com
STATEMENTS OF PURPOSE
As with any other business endeavor, starting a bubble tea shop is not easy. With so many floating
factors, aspiring shop owners can become lost before the process even begins. Writing a business
plan can seem time-consuming and unnecessary, but the results may help paint a better picture of
your store’s potential while dodging possible risks and pitfalls. Having a business plan can ensure a
better understanding of your goals from prospective banks, sponsors, manufacturers and the
marketplace and also serve as a strategic roadmap for your business.

Things to Keep in Mind Before Starting

Now that you understand the importance of a business plan, you should do your research on bubble
tea and look over other business plan templates to jumpstart your own ideas. A good place to start
is here. Another great resource is Small Business Administration, which provides counseling on
creating a successful business plan. Make sure you set a casual but professional tone in your
writing, so readers easily understand your message. Once you have a general grasp on what your
business plan is, you can follow these next steps!
Company Overview
This is the “who, what, when, where, why” of your business plan. The company overview presents
general information such as location, business times and concepts. It also explains your tea shop
brand and its unique appeal, store theme, service style, and customer experience.
 Sample Menu - What are you selling and how much? Outline potential costs for menu
engineering and designs, and how you’ll test your menu to improve profits.
 Management Team - Include job descriptions and requirements for each employee
position (CEO, bobarista manager, financial advisor, etc). If you already hired an
experienced team, detail their qualifications and show off their credentials.
Industry Analysis
This is where your research comes in handy. The industry analysis explains the current industry
landscape, overall trends and general market for bubble tea, while tying it back to the market
interests near your shop’s location. For the latest tea industry trends and insight, refer to World Tea
News.
 Target Market - Find your store’s niche. Is bubble tea wildly popular among a certain
group? Be sure to identify your customer demographics, characteristics and behaviors in
this section. A good place to start researching your target market is here.
 Location Analysis - Explain your choice of location, and discuss infrastructure projects,
nearby businesses and residential spots, and the average traffic around your store’s
area. Prospective investors want to know if the neighborhood matches your customer
profile.
 Competitive Analysis - Are there any bubble tea competitors such as cafes or coffee
shops that would affect your business throughout the day? Evaluate whether nearby
businesses have similarities so you can adjust accordingly.
 Contents

1. Executive summary ……………………………………………………………………………………… 1

Overview of the Business………………………………………………………………………………… 1

Problem Statement ………………………………………………………………………………………. 1

Statement of Vision, Mission and Values ………………………………………………………………. 1

2. Marketing Plan ……………………………………………………………………………………………… 2

3. Comparison: Write Good, Fair or Poor …………………………………………………………… 3

PRICING: Create Costing …………………………………………………………………………………… 3

4. Advertisement ……………………………………………………………………………………………….. 4
1. Executive Summary: Kalunasan Kalidad bubble milk tea shop is a strong milk tea shop which aims to
provide customers with quality at reasonable and just price. Our company targets the students and
young professionals’. As newcomer in the milk tea market, Kalidad seeks to come up with products that
will distinct our competitors, a product that provide satisfaction, quality taste and new variety of milk
tea. Thus, we present sorbet, a taste beyond milk tea flavor that’s craze among the younger generation
and the classic dessert ice cream Kalidad wants to create a product that will help survive the downfall of
the trend of milk tea once it happens. Currently there is tough competitors are entering the market. We
at infinite, integrated and reviewed our past strategy in able for us to exceed past performance and
increase our efficiency: sorbet as a product will bring consumer the new taste of the revolutionizing milk
tea. As new product, Kalidad aims to shift costumer’s unawareness to awareness through advertising, to
build up sales through our new product and build and establish strong reputation in milk tea industry

2. Overview of the Business

Kalunasan Kalidad is a “healthy tea, beverage & snack shop that provides customers with premium
products that are fair-trade, organic, gluten-free, vegan-friendly and all that good stuff. Our focus is on
healthy, organic, wholesome, “better-for-you” prepackaged teas, beverages and snacks for quick-food
solutions. Their products are sourced from Canadian suppliers, particularly from Vancouver to support
local businesses in the industry with the same values and vision as Kalunasan Kalidad”

3.Problem Statement:

Our most critical problem is the customers' changing tastes. The reason this is a major problem is that
this cannot be planned ahead as people will always flock to what’s viral and abandoned them as soon as
it becomes out of style. Our company solution to this is to be the one that will create the “viral” flavors
of coffee as well as being able to quickly adapt to the needs of our customers.

4.Statement of Vision, Mission and Values

Vision Improve the lives of our customers and to support the communities we serve

Missions To provide customers with a diverse range of the highest quality products by providing the
tools necessary a create blend of tea that will suit them. All our products are guaranteed to be fresh and
organic.

Values PASSION FOR PEOPLE

Respecting one another and creating a harmonious environment

PASSION FOR SERVICE

Delivering our uncompromising Integrity, Quality, and Service with a Smile.

PASSION FOR BUSINESS - Providing the best in everything.

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5.The Marketing Plan

A. Products or Services:
1. Our drink menu includes a variety of teas and a large assortment of coffee drinks. We also offer
juices, smoothies, and bottled water
2. Our food menu contains muffins, coffee cakes, and various desserts as snacks. We also have
bagels and sandwiches for lunches. We offer meal-deals which contain a food menu item and a
drink item at a discount price.
3. We offer live music entertainment on weekends. We have a small stage in our shop to allow for
local musicians to come and play Friday, Saturday, or Sunday evenings. We invite anyone to sign
up, but we ask for an acoustic style of performance. We request this because the stage is not large
enough for a full band, and also, the acoustic style of music will be less likely to interfere with
customers’ meal orders or students’ study time.
4. Every 1st Monday of the month we host an open mic poetry night where people can share their
talents will others in the community
5. If local residents are looking for a place to show off their artwork, we are happy to oblige. We
have wall space around the shop specifically designed to display art pieces and slots beside them
to hold business cards if the artist is interested in selling.
6. We at Kalunasan Kalidad desire to help students achieve their goals. That is why we offer a
quiet homework lounge, free Wi-Fi, and study materials for students to use. The study materials
include tools such as dictionaries, calculators, encyclopedias, and more
B. Target market: The customer will be between 18 to 55 years old
B. Competitors:
a. Starbucks Coffee
b. Dunkin Coffee
c. Bo’s Coffee Club
D. Do your competitors have a large clientele, or they are busy? Yes or no
Competitor a Yes
Competitor b Yes
Competitor c No
E. When are your competitors most busy? You can indicate the hours, days and months.
Competitor a: 7:00 AM-12:00 PM
Competitor b: 8:30AM-11:00AM
Competitor c: 9:30-1:00 AM
F. Where do your competitors’ customers live? Near or far or you can indicate the address
Competitor a Far
Competitor b Far
Competitor c Near

G. Comparison: Write Good, Fair or Poor

Compare Competitor A Competitor B Competitor C

Market Share Fair Good Poor
Quality Good Fair Fair
Location Good Good Poor
Size of Facility Good Good Fair
Prices Fair Fair Good
Reputation Good Good Poor

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H. PRICING: Create Costing
Cost + marked up price= Selling price

Name of Product or Services Price Competitors Price

1. BUBBE MILK TEA. Php. 109 (Regular) PHP 90-110
2. Ice Cream. PHP100 PHP 90-PHP 100
3. Chocolate, White Chocolate PHP 50 PHP 55
and Caramel Syrups/Sauces
4. Fresh Baked Goods PHP 320 PHP 120-PHP 512
5. Ice Cream Cake. PHP 329 PHP 320-350
6. Ice Cream Pie. PHP 260 PHP 290-300
7 Popsicles. PHP 70 PHP 60

I.ADVERTISING: Put check mark (∕)

Telephone / By hosting music and poetry nights, the

Personal Contact / performers will advertise to their friends
Paid advertising (Newspaper Ads, Radio and TV, / about the shows, this removes a
Posters, sighs and Billboards, direct mail majority of the need for us to advertise
brochures, flyers, letters, and samples on our own. In the same way, artists will
invite their friends to come to our shop
to see their posted work. Soon we will
Free Publicity
have enough funds to begin giving back
Using Contact /
to the community by sponsoring local
Public relations /
events, activities, and organizations
Sales Promotion /
which will help gain the support of the
community.

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