Business Plan Template for a Startup Business

A startup business plan serves several purposes. It can help convince investors or lenders to finance your business.
It can persuade partners or key employees to join your company. Most importantly, it serves as a roadmap guiding
the launch and growth of your new business.

Writing a business plan is an opportunity to carefully think through every step of starting your company so you
can prepare for success. This is your chance to discover any weaknesses in your business idea, identify
opportunities you may not have considered, and plan how you will deal with challenges that are likely to arise. Be
honest with yourself as you work through your business plan. Don’t gloss over potential problems; instead, figure
out solutions.

A good business plan is clear and concise. A person outside of your industry should be able to understand it.
Avoid overusing industry jargon or terminology.

Most of the time involved in writing your plan should be spent researching and thinking. Make sure to document
your research, including the sources of any information you include.

Avoid making unsubstantiated claims or sweeping statements. Investors, lenders and others reading your plan will
want to see realistic projections and expect your assumptions to be supported with facts.

This template includes instructions for each section of the business plan, followed by corresponding fillable
worksheet/s.

The last section in the instructions, “Refining Your Plan,” explains ways you may need to modify your plan for
specific purposes, such as getting a bank loan, or for specific industries, such as retail.

Proofread your completed plan (or have someone proofread it for you) to make sure it’s free of spelling and
grammatical errors and that all figures are accurate.
Mackllia Varsity Jacket Merchandise Business Plan
March 16, 2022

Tise Varsity Jacket Merchandise

083, Francisco Drive Kaybagal South
Tagaytay City, 4120
09777641044
https://www.facebook.com/TISE-Varsity-Merch-103637115578866
tisevarsityjacket@gmail.com

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Confidentiality Agreement

The undersigned reader acknowledges that any information provided by Alexa Gem A. Bulatao in this
business plan, other than information that is in the public domain, is confidential in nature and that any
disclosure or use of same by the reader may cause serious harm or damage to Mackllia Varsity Jacket
Merchandise. Therefore, the undersigned agrees not to disclose it without express written permission
from Alexa Gem A. Bulatao .

Upon request, the undersigned reader will immediately return this document to

Alexa Gem A. Bulatao .

Signature

Alexa Gem A. Bulatao .

Name (typed or printed)

March 16, 2022

Date

This is a business plan. It does not imply an offering of securities.

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 Table of Contents

Confidentiality Agreement 3
I. Instructions: Executive Summary 5
Executive Summary 6
II. Instructions: Company Description 7
Company Description Worksheet 8
III. Instructions: Products & Services 9
Product & Service Description Worksheet 10
IV. Instructions: Marketing Plan 11
SWOT Analysis Worksheet 12
Competitor Data Collection Plan 14
Competitive Analysis Worksheet 15
Marketing Expenses Strategy Chart 17
Pricing Strategy Worksheet 19
Distribution Channel Assessment Worksheet 21
V. Instructions: Operational Plan 23
VI. Instructions: Management & Organization 25
Management Worksheet 26
Organization Chart 27
VII. Instructions: Startup Expenses & Capitalization 28
VIII. Instructions: Financial Plan 29
IX. Instructions: Appendices 31
X. Instructions: Refining the Plan 32
Now That You’re (Almost) Finished . . . 34

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I. Instructions: Executive Summary
The Executive Summary is the most important part of your business plan. Often, it’s the only part that a
prospective investor or lender reads before deciding whether or not to read the rest of your plan. It should
convey your enthusiasm for your business idea and get readers excited about it, too.

Write your Executive Summary LAST, after you have completed the rest of the business plan. That way, you’ll have
thought through all the elements of your startup and be prepared to summarize them.

The Executive Summary should briefly explain each of the below.

1. An overview of your business idea (one or two sentences).

We agreed to launch a varsity jacket business since it represents our school, faculty, and
students' pride.
2. A description of your product and/or service. What problems are you solving for your
target customers?
Our product is known as the TISEAN Varsity which is a white sleeve, navy body, striped
white-navy cuff, jacket hem, and collar, and white snap buttons. The jackets are available in all sizes
from 3XS to 3XL. Our main problem is regarding experience since we are new creating a
business. Our problem was later on disregarded due to the dedication and teamwork of the team.

3. Your goals for the business. Where do you expect the business to be in one year, three years,
five years?
Our company has goals and milestones we want to achieve over the years and being young
entrepreneurs we like to dream big. A year from now our goal is to attract investors and to widen
our services regarding conversations, ecommerce platforms, and our products. Three years from
now we would like to create a partnership with various universities in our province to encourage
them to take pride in their school using a varsity jacket. Five years from now our business will be
known locally, we will be known for our customizable varsity jacket dapat will supply many
universities and schools in the Philippines.
4. Your proposed target market. Who are your ideal customers?
Our ideal customers today are TISE Faculty, students, and parents since they are part of the
TISE School Community. In the future we would like to offer our services to local and
international universities.
5. Your competition and what differentiates your business. Who are you up against, and
what unique selling proposition will help you succeed?
We are up against other merches that is provided by other young entrepreneurs like the
Facemask Merchandise, Tote Bag Merchandise, Transparent Mug Merchandise, Magic Mug, USB
Merchandise, and Sweatshirt Merchandise. We invested our time in creating a design that will
please the possible customers and excite them to be part of our business venture. We ensured
that we released the best marketing strategy to ensure that we get a client's interest. The selling
proposition that made us different from other businesses is that we made sure to introduce our
varsity jacket to possible customers by introducing it to them personally. We also ensured that
our outputs like the advertisements are up to its fullest potential to get our ideal customers peak
interest.

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 6. Your management team and their prior experience. What do they bring to the table that
will give your business a competitive edge?
Our management team has all undergone work immersion where they acquired various skills
in being a part of a company. They have also learned many skills while still being a student. Our
management team is able to provide the best output even when working under pressure and with
good communication skills we will always be open to learning from our mistakes.
7. Financial outlook for the business. If you’re using the business plan for financing purposes,
explain exactly how much money you want, how you will use it, and how that will make your
business more profitable.
We are expecting 20, 000 pesos maximum for profit and other expenses. We are planning
to expand our business in terms to reach all TISEANS. Once we expand our business we will earn
more profit and since we know the do’s and don’ts we can provide better products that will allure
our target market.

Limit your Executive Summary to one or two pages in total.

After reading the Executive Summary, readers should have a basic understanding of your business, should be
excited about its potential, and should be interested enough to read further.

After you’ve completed your business plan, come back to this section to write your executive summary on the
next page.

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Executive Summary
(Write after you’ve completed the rest of the business plan.)

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II. Instructions: Company Description
This section explains the basic elements of your business. Include each of the below:

1. Company mission statement

A mission statement is a brief explanation of your company’s reason for being. It can be as short as a
marketing tagline (“MoreDough is an app that helps consumers manage their personal finances in a fun,
convenient way”) or more involved: (“ Doggie Tales is a dog daycare and grooming salon specializing in
convenient services for urban pet lovers. Our mission is to provide service, safety and a family
atmosphere, enabling busy dog owners to spend less time taking care of their dog’s basic needs and more
time having fun with their pet.”) In general, it’s best to keep your mission statement to one or two
sentences.

2. Company philosophy and vision

a. What values does your business live by? Honesty, integrity, fun, innovation and community are
values that might be important to your business philosophy.
b. Vision refers to the long-term outlook for your business. What do you ultimately want it to
become? For instance, your vision for your doggie day-care center might be to become a national
chain, franchise or to sell to a larger company.

3. Company goals
Specify your long- and short-term goals as well as any milestones or benchmarks you will use to measure
your progress. For instance, if one of your goals is to open a second location, milestones might include
reaching a specific sales volume or signing contracts with a certain number of clients in the new market.

4. Target market
You will cover this in-depth in the Marketing Plan section. Here, briefly explain who your target customers
are.

5. Industry
Describe your industry and what makes your business competitive: Is the industry growing, mature or
stable? What is the industry outlook long-term and short-term? How will your business take advantage of
projected industry changes and trends? What might happen to your competitors and how will your
business successfully compete?

6. Legal structure
a. Is your business a sole proprietorship, LLC, partnership or corporation? Why did you choose this
particular form of business?
b. If there is more than one owner, explain how ownership is divided. If you have investors, explain
the percentage of shares they own. This information is important to investors and lenders.

After reading the Company Description, the reader should have a basic understanding of your business’s mission
and vision, goals, target market, competitive landscape and legal structure.

Use the Company Description worksheet on the next page to help you complete this section.

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Company Description Worksheet

Business Name Mackllia Varsity Jacket Merchandise

“ Mackllia Varsity Jacket Merchandise is a company that provides
Company Mission schools a reliable supplier to create apparel that students, staff, and
Statement parents can wear to show their pride and loyalty to their academy”

“ We live by providing our clients their products with enthusiasm,

Company
and excellence, innovation, and honesty along the process”
Philosophy/
Values

“A worldwide merchandise that supplies comfortable statement

apparel to every academy and universities”
Company Vision

1. To supply customized varsity Apparel worldwide.

Goals & 2. To create a partnership with prestigious universities.
Milestones 3. To attract investors and widen the services of our company

The Mackllia Varsity Jacket Merchandise aims to offer its services to local
Target Market and international universities and academies.

1. Facemask Merchandise
2. Tote Bag Merchandise
Industry/
3. Transparent Mug Merchandise
Competitors
4. Magic Mug
5. USB Merchandise
6. Sweatshirt Merchandise

Chief Executive Officer / Owner - Alexa Gem A. Bulatao

Chief Operating Officer - Irish Reigh F. Burgos
Bookkeeper / Accountant- Tricia Maglabe Alcazar
Legal Structure/
Marketing Guru - Mark Joseph F. Penalosa & Aaron Kyle B. Emnil
Ownership
Administrative Assistant - Kayle Joseph B. Rosarda
Human Resource Manager - Dennise Cassey M. Fermin
Investor: Mr. Luis Miguel B. Bautista & Lherica Feimarie T. Ambat

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III. Instructions: Products & Services
This section expands on the basic information about your products and services included in the Executive
Summary and Company Description. Here are some items to consider:

1. Your company’s products and/or services: What do you sell, and how is it manufactured or
provided? Include details of relationships with suppliers, manufacturers and/or partners that are
essential to delivering the product or service to customers.

We are selling TISEAN varsity jackets available in all sizes starting from 3xs to 3xl. As of
now, the only colorway that's available is navy blue. It is manufactured by a small-scale
garment factory named "Art n heaven" and is located in Mendez Cavite. We personally
knew about the garment factory due to certain recommendations coming from our
common friends and relatives.

2. The problem the product or service solves: Every business needs to solve a problem that its
customers face. Explain what the problem is and how your product or service solves it. What are its
benefits, features and unique selling proposition? Yours won’t be the only solution (every business has
competitors), but you need to explain why your solution is better than the others, targets a customer
base your competitors are ignoring, or has some other characteristic that gives it a competitive edge.

The co-owners of this business have been pioneers of this school for decades, and
exclusively made school merch like varsity jackets in particular have never been sold and
produced.The main problem in our business is our lack of experience in the field of
entrepreneurship. But out of pure teamwork and dedication to distribute our individual
knowledge to each other, we have managed to utilize and make up our problem. One
unique feature of our varsity jackets is that you get the chance to choose upon what
department of the school you are in. We offer varsity jackets for grade school, JHS, SHS,
faculty, and ofcourse our alumnus. We believe that this is our competitive edge against
our competitors.

3. Any proprietary features that give you a competitive advantage: Do you have a patent on
your product or a patent pending? Do you have exclusive agreements with suppliers or vendors to sell
a product or service that none of your competitors sell? Do you have the license for a product,
technology or service that’s in high demand and/or short supply?
The Mackllia Varsity Jacket Merchandise gives credits to the design owners, the only
official agreement made by the company and the suppliers is the down payment
transactions, updates, and actual pickup of the products. As of now, the Mackllia Varsity
Jacket Merchandise has no license upon any technology and services, but we surely keep
the payments, invoices, and transactions under monitoring by our bookkeepers.
4. How you will price your product or service: Describe the pricing, fee, subscription or leasing
structure of your product or service. How does your product or service fit into the competitive
landscape in terms of pricing—are you on the low end, mid-range or high end? How will that pricing
strategy help you attract customers? What is your projected profit margin?

We sell our TISEAN varsity jackets for 750 PHP and 800php. 750 for sizes starting from
3xs to xs and 800 for sizes starting from s to 3xl. We believe that it's perfectly fit in terms
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 of pricing due to its good quality and certified comfortability according to our feedback.
Considering that it's an exclusively made school varsity jacket, we believe that it belongs
in the low-end in terms of our product pricing.This pricing strategy has ultimately
proven that we attracted a lot of customers reaching 70+ orders in just a very short span
of time for our first batch of orders.

Include any product or service details, such as technical specifications, drawings, photos, patent documents and
other support information, in the Appendices.

After reading the Products & Services section, the reader should have a clear understanding of what your business
does, what problem it solves for customers, and the unique selling proposition that makes it competitive.

Use the Product and Service Description Worksheet on the next page to help you complete this section.

Product & Service Description Worksheet

Business Mackllia Varsity Jacket Merchandise

Name

Varsity Jackets
Product/
Service Idea

Mackllia Varsity Jacket Merchandise provides comfortable, customizable, athletic apparel for
Special local and international academies
Benefits

Soft Cotton quality with Gamuza, Silk or Sticker print, School logo, and customizable color
Unique combination of the jacket based on the client's preference
Features

Products are originally offered to the owner's alma mater Tropical Innovative School of
Limits and Excellence, but to expand its services, they offer to any local academies around the
Liabilities country. They implement fair policies and communicate with customers effectively.

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 The products are made to order, the production takes 2- 3 weeks by Billy George Noceda
Production and Art n Heaven, then packed by the owner themselves. Clients are given a choice if the
and Delivery orders are received via meet-up or Door to Door delivery by their JnT courier. Details
about the production, payment, and checkout are discussed with the customers
beforehand.

The Jackets & Eco Bags are made to order by Billy George Noceda, Printed by Art n
Suppliers Heaven, and the packaging ziplock bags are made by Ana Cristina Sayson.

Intellectual The Main concept of the Varsity Jacket is done by Mark Penalosa, samples are designed by
Property Ms. Marlyn Navales, Alexa Gem Bulatao, Irish Burgos, and Cassey Fermin.
Special
Permits

Comfortable, Customizable, Affordable,Versatile, and Athletic. The product is made based

Product/ on the clients' preference, available sizes are XXXS, XXS, XS, S, M, L, XL, XXL, and
Service XXXL.
Description

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-

IV. Instructions: Marketing Plan

This section provides details on your industry, the competitive landscape, your target market and how you will
market your business to those customers.

1. Market research

There are two kinds of research: primary and secondary. Primary market research is information you gather
yourself. This could include going online or driving around town to identify competitors; interviewing or surveying
people who fit the profile of your target customers; or doing traffic counts at a retail location you’re considering.

Secondary market research is information from sources such as trade organizations and journals, magazines and
newspapers, Census data and demographic profiles.You can find this information online, at libraries, from
chambers of commerce, from vendors who sell to your industry or from government agencies.

2. Barriers to entry

What barriers to entry does your startup face, and how do you plan to overcome them? Barriers to entry might
include:

● High startup costs

● High production costs
● High marketing costs
● Brand recognition challenges
● Finding qualified employees
● Need for specialized technology or patents
● Tariffs and quotas
● Unionization in your industry

3. Threats and opportunities

Once your business surmounts the barriers to entry you mentioned, what additional threats might it face? Explain
how the following could affect your startup:

● Changes in government regulations

● Changes in technology
● Changes in the economy
● Changes in your industry

Use the SWOT Analysis Worksheet on the next page to identify your company’s weaknesses and potential
threats, as well as its strengths and the potential opportunities you plan to exploit.

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SWOT Analysis Worksheet

Strengths Weaknesses Opportunities Threats

Product/ Service High-quality Managing complex Develop new Material shortage
Offering products customers and approach in giving
orders the best customer Product availability
Strong service and longevity
management with Lack of reputation.
specific expertise We haven’t Strategies and
in all areas of established personal
business ourselves as a development
reputable business enhance.
organization

Brand/ Marketing Strategic thinking Needs more Experience in the Inability to grow
customer grounds field of clothing long term customer
Ability to execute to achieve higher brand or business base
and advertise the sales
product Explore indirect Sudden changes
Needs to analyze opportunities within the market
preferable prices for prices
customers
Staff/HR Displays integrity Tends to divert Share personal Conflicts of
in the business attention from expertise or opinions
field properly financing a practices in the
business business field. Requires a lot of
Forms unity communication and
within the team to Can possibly Staff can widen analyzing skills
achieve our relinquish specific perspective
business goals. business decisions regarding business
conclusion
Finance Ability to generate Lack of capital. Our business can Lack of experience
profits and Funds mostly came have the capacity to regarding the
sufficient sales from personal run smoother proper steps of
investments or financing in a
Properly analyze budgets. Can secure funds to certain business
the flow of the be more open to
business Lack of experience more opportunities As a normal
regarding the with long term business, income or
proper flow of cash investments profit doesn’t have
in the business field certain assurance
Operations/ Can acquire Independence may Form a team to Unavoidable staff
Management excellent planning result to certain work on a business errors
unnecessary errors idea

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 Can build strong As a business team, Can supply larger Physical events that
unity within the this requires a lot of and long-term may disrupt the
team. perspective and based customers in flow of the business
opinions our business

Market Generate Brand recognition Creatively advertise Preferred price and

awareness the product quality of the
concerning ethical Advertisement products by future
business market competition To generate more customers
sales and bring out
Can produce the creativity in Ineffective
interest for each staff’s minds. advertisement
customers
concerning our
products
Can any of your strengths help with improving your weaknesses or combating your threats? If so,
please describe how below.
 These strengths listed above can firmly aid us in improving our weaknesses as a business because we will have
an idea on how to prevent these kinds of scenarios and it can help us broaden our knowledge and experience
regarding how to properly execute and manage a business.

Based on the information above, what are your immediate goals/next steps?
 Our immediate goals based on the information listed above is, first of all, we need to meet the expectations of
our future customers. The second is that we need to learn and absorb the proper management of certain
business ethics.

Based on the information above, what are your long-term goals/next steps?
 Our long-term goals as a starting entrepreneur are to sustain stable business ground and to maintain long-term
customers to have an equal and smooth-running business.

4. Product/service features and benefits

Describe all of your products or services, being sure to focus on the customer’s point of view. For each product
or service:

● Describe the most important features. What is special about it?

● Describe the most important benefits. What does it do for the customer?

In this section, explain any after-sale services you plan to provide, such as:

● Product delivery ● Service contracts

● Warranty/guarantee ● Ongoing support

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 ● Training ● Refund policy

5. Target customer

Describe your target customer. (This is also known as the ideal customer or buyer persona.)

You may have more than one target customer group. For instance, if you sell a product to consumers through
distributors, such as retailers, you have at least two kinds of target customers: the distributors (businesses) and
the end users (consumers).

Identify your target customer groups, and create a demographic profile for each group that includes:

For consumers:
● Age ● Income
● Gender ● Occupation
● Location ● Education level

For businesses:
● Industry ● Stage in business (startup, growing, mature)
● Location ● Annual sales
● Size

Consumers Age Gender Location Income Occupation Education

Level

Students, 5-60+ Male and Around Average Student to Preschool

alumni, Female Cavite and Income staff to working
parents, and NCR
staffs

Businesses Industry Location Size Stage in Annual sales

Business

Apparel Universities, Luzon 3XS, 2XS, XS, Startup First Batch:

Schools, and S, M, L, XL, 56,000
Academies 2XL, 3XL Second Batch:
12,000

6. Positioning/Niche

Now that you’ve assessed your industry, product/service, customers and competition, you should have a clear
understanding of your business’s niche (your unique segment of the market) as well as your positioning (how you
want to present your company to customers). Explain these in a short paragraph.

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 Now that we’ve assessed our business or industry, we now have clear and transparent referrals
regarding our target customers and our background as a startup business.

7. How you will market your product/service

In this section, explain the marketing and advertising tactics you plan to use.

Advertising may include:

● Online
● Print
● Radio
● Cable television
● Out-of-home

Which media will you advertise in, why and how often?

Marketing may include:

● Business website
● Social media marketing
● Email marketing
● Mobile marketing
● Search engine optimization
● Content marketing
● Print marketing materials (brochures, flyers, business cards)
● Public relations
● Trade shows
● Networking
● Word-of-mouth
● Referrals

What image do you want to project for your business brand?

Regarding the choice of media platforms to advertise our product and business, multiple
alternatives are better. We decided to advertise our product through email, Facebook page, and
contact numbers. We thoroughly invested more of our time in our commercial to generate more
customers since modern advertisements are now the trend.

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What design elements will you use to market your business? (This includes your logo, signage and interior design.)
Explain how they’ll support your brand.

The logo and signages contain the brand name and the year it was established.The interior
design of the official store has a minimalistic theme that can welcome walk-in clients, and
engage meetings.

8. Promotional budget

How much do you plan to spend on the marketing and advertising outreach above:

● Before startup (These numbers will go into your startup budget)

● On an ongoing basis (These numbers will go into your operating plan budget)

Use the Marketing Expenses Strategy Chart on the next page to help figure out the cost of reaching different
target markets.

Before Startup:

Commercial: 13
Labor Costs: 2,700

Ongoing Costs:
Other expenditures- 6,800
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Thank You Card- 245
Varsity Jacket Pament Production 1- 41,400
Commute Fee- 200
Lalamove- 150
Varsity Jacket Pament Production 2- 9,600
Commute Fee- 200
Lalamove- 150
Plastic Packaging- 350
Commute Fee- 50
Other Expenditures- 1,500
Ziplock Packaging- 3,300
Ziplock Delivery Fee- 200
Eco Bag for Ambassadors

TOTAL EXPENSES: 64,275

Marketing Expenses Strategy Chart

Target Target
Target Market 1
Market 2 Market 3
Other expenditures- 6,800 N/A N/A
Thank You Card- 245
Varsity Jacket Pament Production 1- 41,400
Commute Fee- 200
Lalamove- 150
Varsity Jacket Pament Production 2- 9,600
Commute Fee- 200
Lalamove- 150
One-Time
Plastic Packaging- 350
Expenses
Commute Fee- 50
Other Expenditures- 1,500
Ziplock Packaging- 3,300
Ziplock Delivery Fee- 200
Eco Bag for Ambassadors

TOTAL EXPENSES: 64,275

Varsity Jacket Batch 1- 54,300 N/A N/A

Varsity Jacket Batch 2- 12,675

TOTAL REVENUE- 66,975

Monthly or
Annual Expenses

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 2,700 N/A N/A

Labor Costs

Download the Annual Marketing Budget Template . Using the information you’ve gathered, create your annual
marketing budget.

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9. Pricing

You explained pricing briefly in the “Products & Services” section; now it’s time to go into more detail. How do
you plan to set prices? Keep in mind that few small businesses can compete on price without hurting their profit
margins. Instead of offering the lowest price, it’s better to go with an average price and compete on quality and
service.

● Does your pricing strategy reflect your positioning?

● Compare your prices with your competitors’. Are they higher, lower or the same? Why?
● How important is price to your customers? It may not be a deciding factor.
● What will your customer service and credit policies be?

Use the Pricing Strategy Worksheet on the next page to help with your pricing.

Pricing Strategy Worksheet

Mackllia Varsity Jacket Merchandise

Business Name

Which of the following pricing strategies will you employ? Circle one.

Value Based Other:

Based on your competitive

advantage and brand
(perceived value)
The costs of making/obtaining your
product or providing your service,
plus enough to make a profit
Provide an explanation of your pricing model selection.
Include strategy info on your major product lines/service offerings. List industry/market practices and any
considerations to be discussed with your mentor.

The company Mackllia Varsity Jacket Merchandise offers a fair price for its clients, considering the production,
supplies, and labor cost. The associates can compromise on its rates, it remains negotiable depending on the
request of the customers.

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10. Location or proposed location

If you have a location picked out, explain why you believe this is a good location for your startup.

If you haven’t chosen a location yet, explain what you’ll be looking for in a location and why, including:

● Convenient location for customers

● Adequate parking for employees and customers
● Proximity to public transportation or major roads
● Type of space (industrial, retail, etc.)
● Types of businesses nearby

Focus on the location of your building, not the physical building itself.You’ll discuss that later, in the Operations
section.

Concerning choosing a right and customer seeking location, We need to pick a commercial space
since sufficient space for stalls is provided and employee and customer service are offered within
the premises.

11. Distribution channels

What methods of distribution will you use to sell your products and/or services? These may include:

● Retail
● Direct sales
● Ecommerce
● Wholesale
● Inside sales force
● Outside sales representatives
● OEMs

If you have any strategic partnerships or key distributor relationships that will be a factor in your success, explain
them here.

If you haven’t yet finalized your distribution channels, use the Distribution Channel Assessment Worksheet on the
next page to assess the pros and cons of each distribution channel you are considering.

Retail and Ecommerce is the method of distribitution we decided to use since these mediums are
the ones we will use the most since our products our made to order. We decided to use these
methods because we need to sell our products in relatively small quantities with fair prices and at
the same time advertise it using the media platforms we decided to use.

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Distribution Channel Assessment Worksheet

Distribution Channel 1 Distribution Channel 2 Distribution Channel 3

The Mackllia Varsity Jacket N/A N/A

started its production from
the owner's alma mater
Tropical Innovative School of
Ease of Entry Excellence, hence the ease of
entry was fairly easy because
clients were interested in its
services increasing the
number of orders and profit.
The Geographic proximity N/A N/A
Geographic for Distribution Channel 1
Proximity is around Luzon

64, 275 N/A

Costs

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12. 12-month sales forecast

Download the Sales Forecast spreadsheet and use it to create a month-by-month sales projection.

If you’ve already made some sales, you can use those as a basis for your projections. If, like most startups, you
haven’t sold anything yet, you’ll need to create estimates based on your market research, your proposed marketing
strategies and your industry data.

Create two forecasts: a “best guess” scenario (what you really expect) and a “worst case” scenario (one you’re
confident you can reach no matter what).

Keep notes on the research and assumptions that go into developing these sales forecasts. Financing sources will
want to know what you based the numbers on.

After reading the Marketing Plan section, the reader should understand who your target customers are, how you
plan to market to them, what sales and distribution channels you will use, and how you will position your
product/service relative to the competition.

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V. Instructions: Operational Plan
This section explains the daily operation of your business, including its location, equipment, personnel and
processes.

1. Production
How will you will produce your product or deliver your service? Describe your production methods, the
equipment you’ll use and how much it will cost to produce what you sell.

The products are made to order, the production takes 2 - 3 weeks by Billy George Noceda and Art
n Heaven printed using Gamuza, then packed by the owner themselves using the customized zip
locks they ordered from Ana Cristina Sayson. Clients are given a choice if the orders are received
via meet-up or Door to Door delivery by their JnT courier. Details about the production, payment,
and checkout are discussed with the customers beforehand.

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2. Quality control
How will you maintain consistency? Describe the quality control procedures you’ll use.

To be able to maintain the consistency of our varsity jacket's quality at all manners, we made sure
to set our own quality standards regarding the accuracy of our gamuza prints, neatness of the base
cotton cloth used, and strength of our buttons. Ofcourse, we made sure to also consider and set
our standards regarding our jacket's comfortability rate. Inspections, and peer reviews are also set
and considered before the product distribution and delivery to customers.

3. Location
Where is your business located? You briefly touched on this in the Company Overview. In this section, expand on
that information with details such as:

a. The size of your location

b. The type of building (retail, industrial, commercial, etc.)
c. Zoning restrictions
d. Accessibility for customers, employees, suppliers, and transportation if necessary
e. Costs including rent, maintenance, utilities, insurance, and any buildout or remodeling costs
f. Utilities
As of now our company is still searching for the perfect location but we are planning to put
up the building on a commercial building located in Silang Cavite, with a 15,00 sq. meter. It
should be located near highways, malls, and schools so customers can access it easily
through google maps.The building should at least have proper power and water supply as
well as a single bathroom, for the rental rates we’re thinking around 10,000-15,000 monthly.

4. Inventory
If your business requires inventory, explain:

● What is your lead time for ordering inventory?

With our business being small-scale and implementing a made-to-order policy, we don't
really consider inventory management as of now.

5. Suppliers
List your key suppliers, including:

● Names, addresses, websites

● Type and amount of inventory furnished
● What are your suppliers’ payment terms?

Name Address Cellphone No. Type Amount Mode of

Payment

Bill George 090 M. 09773035386 Varsity Jacket 84 pcs GCASH

Noceda Dimapilis St, =PHP 63,975
Mendez, 4121
Cavite,

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 Philippines

Art n Heaven 090 M. 09773035386 Print of logo 84 pcs GCASH

Dimapilis St, and design on =PHP 63,975
Mendez, 4121 Varsity Jacket
Cavite,
Philippines

Ana Cristina 332 Peritecost 09155279930 Ziplock 100 pcs GCASH

Sayson st, St. Gregory Packaging = PHP 2,300
Village, Cainta
Rizal, San Isidro,
Cainta Rizal

After reading the Operational Plan section, the reader should understand how your business will
operate on a day-to-day basis.

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VI. Instructions: Management & Organization
This section should give readers an understanding of the people behind your business, their roles and
responsibilities, and their prior experience. If you’re using your business plan to get financing, know that investors
and lenders carefully assess whether you have a qualified management team.

1. Biographies
Include brief biographies of the owner/s and key employees. Include resumes in the Appendix. Here,
summarize your experience and those of your key employees in a few paragraphs per person. Focus on
the prior experience and skills that have prepared your team to succeed in this business. If anyone has
previous experience starting and growing a business, explain this in detail.

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 2. Organization Chart
Develop and include an organization chart. This should include both roles that you’ve already filled and
roles you plan to fill in the future.

After reading the Management & Organization section, the reader should feel confident that you have a qualified
team leading your business.

Use the Management Worksheet and Organization Chart on the next two pages to highlight your management
team.

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Management Worksheet

Bio/s Chief Executive Officer / Owner - Alexa Gem A. Bulatao

Chief Operating Officer - Irish Reigh F. Burgos
Bookkeeper / Accountant- Tricia Maglabe Alcazar
Marketing Guru - Mark Joseph F. Penalosa & Aaron Kyle B. Emnil
Administrative Assistant - Kayle Joseph B. Rosarda
Human Resource Manager - Dennise Cassey M. Fermin
Investor: Mr. Luis Miguel B. Bautista & Lherica Feimarie T. Ambat

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Organization Chart

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VII. Instructions: Startup Expenses & Capitalization
In this section, detail the expenses involved in opening for business and how much capital you’ll need. (Do not
include ongoing expenses after your business opens; those are listed in the Financial Plan.) Estimating startup
expenses as accurately as possible helps you gather enough startup capital.

1. Start-Up Expenses

https://docs.google.com/spreadsheets/d/1RCDDVgDXzBPGZ_QySsGOGGLJLJrrKYrModan9
BbWIvE/edit#gid=0

2. Opening Day Balance Sheet

Download and complete the Opening Day Balance Sheet. Use it to detail the expected state of your
business finances on opening day. As with the Start-Up Expenses sheet, be sure to explain the assumptions
behind the figures.

3. Personal Financial Statement

If you are using the business plan to seek financing, include personal financial statements for each owner
and each major stockholder. The personal financial statements should detail each person’s assets and
liabilities outside of the business and their personal net worth. Investors and/or lenders typically expect
business owners to use personal assets to finance a startup, and they’ll want to see how much capital you
have available from your personal finances.

After reading the Startup Expenses & Capitalization section, the reader should know how much money is needed
to start the business and how well capitalized you are.

Now That You’re (Almost) Finished . . .

Remember to go back, and complete the Executive Summary.

After you’ve filled out all the worksheets and executive summary, print them out and you have a business plan.

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