Republic of the Philippines

Department of Education

PUBLIC TECHNICAL-VOCATIONAL
HIGH SCHOOLS

Unit of Competency: Evaluate the Business Plan

Module no. 7 Module Title: Evaluating the Business Plan

 ACKNOWLEDGMENT

The Department of Education wishes to extend thanks and

appreciation to the representatives of the different Secondary Technical-
Vocational Schools who shared their expertise in developing the
Competency-Based Curriculum (CBC) and Competency-Based Learning
Materials (CBLM) on May 25-30, 2009 at the Marikina Hotel, Marikina
City.

This learning material was developed, enhanced and refined by the

following personnel:

Writeshop on the Development of CBC-CBLM

Writers:

MARYAN C. CABASAG
Solana Fresh Water Fishery School

MA. GENEFREDA M. CUANAN

Don Alejandro Roces Sr. Science – Technology High School

CECILIA C. BUNAO
Don Alejandro Roces Sr. Science – Technology High School

MA. JOSEFINA B. LUNA

E. Rodriguez Vocational High School

DAISY VILLANUEVA
Malolos Marine Fishery School

GAY BUENAVISTA
Muntinlupa Business High School

JEANNETH CUETO
Muntinlupa Business High School

OFELIA F. BERNARDO
Jones Rural School

ROLANDO M. CUBANGBANG
Jones Rural School
JESUSA C. IGLESIAS
San Jose National Agricultural And Industrial High School

LITO L. AGCAOILI
Alcala Rural School

Encoders:

WARREN LLOYD MANUEL

MARISOL E SALDIVAR

MIA LORAINE MANUEL

CARLO MAGPANTAY

Editor:

ESTRELLITA EVANGELISTA, Ed. D.

Facilitator:

ORLANDO MANUEL, Ph. D.

Cabaruguis National School of Arts and Trades

Writeshop on the Refinement and Enrichment of CBC-CBLM of

Entrepreneurship, June 5-7, 2009, Marikina Hotel, Marikina City

MARYAN C. CABASAG
Solana Fresh Water Fishery School
Iraga, Solana, Cagayan
Region 02

MA. GENEFREDA M. CUANAN

Don Alejandro Roces Sr. Science – Technology High School
Roces Ave., Brgy. Obrero, Quezon City
NCR

CECILIA C. BUNAO
Don Alejandro Roces Sr. Science – Technology High School
Roces Ave., Brgy. Obrero, Quezon City
NCR
MA. JOSEFINA B. LUNA
E. Rodriguez Vocational High School
Nagtahan, Sampaloc, Manila

OFELIA F. BERNARDO
Jones Rural School
Jones, Isabela
Region II

ROLANDO M. CUBANGBANG
Jones Rural School
Jones, Isabela
Region II

JESUSA C. IGLESIAS
San Jose National Agricultural and Industrial High School
Alcala Cagayan
Region II

Encoders:

WARREN LLOYD MANUEL

Fairview, Quezon City

MARISOL SALDIVAR
Taguig City

EDUARDO PINEDA
Cauayan, Isabela

CARLO MAGPANTAY
Project 4, Quezon City

MIA LORAINE MANUEL

Fairview, Quezon City

Editor:

ESTRELLITA EVANGELISTA, Ed. D.

Facilitator:

ORLANDO MANUEL, Ph. D.

Cabaruguis National School of Arts and Trades
Writeshop on the Finalization of CBC-CBLM of Entrepreneurship
July 1-5, 2009, Marikina Hotel, Marikina City

MARYAN C. CABASAG
Solana Fresh Water Fishery School
Iraga, Solana, Cagayan
Region 02

MA. GENEFREDA M. CUANAN

Don Alejandro Roces Sr. Science – Technology High School
Roces Ave., Brgy. Obrero, Quezon City
NCR

Encoder:

MIA LORAINE MANUEL

Facilitator:

RENE GAOR DELFINO

Muntinlupa Business High School

Editors:

CAROLINA F. CHAVEZ
Principal II
Muntinlupa Business High School

AIDA T. GALURA – VSA II

Angeles City National Trade School

BEATRIZ A. ADRIANO
Principal IV
E. Rordiguez Vocational High School

CORAZON ECHANO, Ph.D.

Consultant
 TABLE OF CONTENTS

Module Title. Evaluating a Business Plan.....................................1

Let Us Study....................................................................................2
 Rubrics for Business Evaluation............................................2
 Rubrics for Oral Presentation and Defense.............................6
How Much Have You Learned?........................................................6
Let Us Apply What You Have Learned..............................................6
 HOW TO USE THIS MODULE

Welcome to the Module “Evaluating a Business”. This module

contains instructional materials and activities for you to complete.

The unit of competency “Evaluate a Business” contains the

knowledge, skills and attitudes required for the course
Entrepreneurship.

You are required to go through a series of learning activities in

order to complete each of the learning outcomes of the module. Follow
these activities on your own and answer the Self-Check at the end of
each learning activity.
If you have questions, don’t hesitate to ask your teacher for
assistance.
 MODULE VII

UNIT OF COMPETENCY : EVALUATE THE BUSINESS

PLAN

MODULE TITLE : EVALUATING THE

BUSINESS PLAN

SUGGESTED DURATION : 20 HOURS

WHAT IS THIS MODULE ABOUT?

This module covers the knowledge, skills and attitudes required in

evaluating, presenting and defending business plan.

WHAT WILL YOU LEARN?

At the end of this module, you should be able to:

a. evaluate the presented business plan according to a set of

criteria.

LET US STUDY

Words to Study

Business Plan means any plan that works for a

business to look ahead.
Evaluation means assessment of completed work
according to a set of criteria
Rubric is a scoring guide used in subjective
assessments.

After preparing your business plan, it is now time to assess the

viability of the business you want to venture in using the rubrics.

1
 Business Plan Oral Presentation Rubric
Business Name:
_____________________________________________________________
School:
Student(s) Names:_____________________________________________ _______________________
CATEGORY 4 3 2 1 Points
Executive All required aspects of the All required aspects of the The executive summary is The required aspects of the  
Summary/Overview of executive summary are executive summary are included interesting but some required executive summary are not
the Business included and grasps the information is missing included and does not grasp the
evaluator's attention reader's attention
Problem/Product/Service Covers product/service Includes essential knowledge Includes information about the Content is minimal or  
Description description with great detail about the product/service product/service but not completely incomplete

Marketing Plan/
Financial Soundness
Sustainability potential is
addressed
Creativity in Idea and
Opportunity
Spelling and Punctuation
Presentation to Judges
Marketing strategies are well
presented: customer demand
is demonstrated and
advertising is appropriate and
well done
The financial plan is excellent
and complete
The business idea clearly
demonstrates sustainability.
Continuation is a decision to
be made by the owner(s)
The business idea is creative
and the plan demonstrates
clear opportunity for success
There are no spelling or
punctuation errors in the
business plan
Interesting, well-rehearsed.
Displayed complete
knowledge and confidence in
product/service. Converse
with the judges execellently
Almost all the marketing
strategies are well documented;
customer demand is
demonstrated and advertising is
appropriate
The financial plan is complete
but not presented in an
organized manner
The business idea could be
sustainable, requiring some
modifications
The business idea displays
creativity with some opportunity
for success
There is one to two spelling or
punctuation errors in the
business plan
Relatively interesting and
rehearsed. Displayed knowledge
and confidence in
product/service. Coverse with
the judges relatively well
Some of the marketing strategies
are covered, the advertising is
incomplete
The financial plan does not include
all of the required information
The business idea would have to be
modified significantly to
demonstrate sustainability
The business idea is not very
original but has opportunity for
success
There are three to four spelling and
punctuation errors in the business
plan
Able to hold attention of judges but
lacked knowledge of business plan.
Coverse with the judges poorly
Many requirements were not  
met.
There are several errors or parts  
omitted in the financial plan
The business plan did not  
address the potential for
sustainability
There is little display of  
creativity
The business plan has many  
spelling and punctuation errors.
Presentation was not prepared.
Unorganized business plan.
Attempts to converse with the
judges

3
 Judge: ________________________________ Total Points  
2

4
RUBRICS FOR BUSINESS PLAN PAPER EVALUATION

Description Rubric Rating

  10 8 6 4
Executive Summary        

Personal Details        
I. Names & Brief Biography        
II. Name of Adviser/s & Brief Biography        
Overview of the Business        
I. Name of the Business        
II. Description of the Business Model        
III. Statement of Vision, Mission, and Values        
Business Plan Proper        
I. The Problem/Need        
A. Description of the exact problem/need        
addressed        
B. Reasons/rationale why the problem/ need        
must be addressed by the business        
C. Descriptions on how the business has        
solved the problem/need        
II. Statement of Vision, Mission , and Values        
A. Vision        
Description/statement of what the proponent        
sees if the problem/ need are solved.        
B. Mission        
Clear description of goals and objectives that        
present practical steps to achieve the vision.        
C. Clear statement of values critical to the        
culture, integrity and activities of the business        
III. The Marketing Plan        
A. Research & Analysis        
1. Description of the Target Market        
2. Market Size        
3. Competition/Market Share        
4. Market Trends        
B. Marketing Strategies        
1. How the product/service be introduced        
in the market?        
2. How will the customers be reached and        
served?        
3. How will the investors be served?        
4. Description of the business ownership,        
roles of the partners.        
5. Value Added Features        
6. Location of the business        
IV. Production and Technical Plan        

3
 A. Detailed description of products/services        
B. Operating Strategies        
1. Description/Illustration of production
model        
2. Detailed description of raw material,        
suppliers, transportation needed and        
how these will be accessed.        
3. Details/data presented on how the        
Products/services will be further        
developed and the help needed and the        
agency or company who can do it.        
C. Critical Risks        
a. Data on existing competitors        
b. Statement on how the proposed business        
is different from the others        
c. Description/Illustration of the proposed        
business' competitive strategy        
d. Partners are identified, their roles, and
added value to maximize impact.
e. Detailed description of the risks and        
opportunities (SWOT Analysis)        
f. Description on how the business would        
capitalize to prevent the risks.        
V. Organizational/Management Plan        
A. Members of the team        
B. Team's contribution to the business        
C. Others who can be part of the team        
VI. Operational Plan        
A. Detailed description on how the business will        
be implemented.        
a. Assignment of tasks        
b. Schedules of deliverables        
c. Data of necessary resources        
d. Description/Illustration of operational
model and work flow        
f. Description of business back progress and        
division of works        
g. Data on estimates of the business
operations        
B. Monitoring and Evaluation        
a. Statement of outcome the business will        
achieve based on targets        
b. Descriptions/Illustrations on how you will        
monitor achievement        
c. Statement of performance targets        
d. Time line on when the targets will be
achieved        

4
Sustainability        
I. Financial Plan        
(This includes strategies for fund raising.)        
A. Soundness of the average investment needed        
B. Data/Schedule of the specific investments        
needed in 1 - 2 years        
C. Percentage share on investments/capital of        
each member of the proponents        
D. Detailed description on how funds will be
raised to start the business        
E. Data/Statement on how many years the        
business will earn profit        
II. Social Impact        
A. Statement of the business' long-term desired        
outcomes        
B. Statement of the social impact generated from        
each of the business activities        
C. Statement/data on the benefit and impact of
the business to the community        

5
LET US APPLY WHAT YOU HAVE LEARNED

Each group will be called at random to defend their prepared

Business Plan. Teacher forms a Panel of Evaluators (composed of 5
good students) to rate the presenter using the Rubrics. Ratings will be
posted on the Bulletin Board.

LET US REMEMBER

A well – prepared business plan aids the

entrepreneur to be successful in his/her business
venture.

RESOURCES:

Worksheets
Survey Forms
Checklists
Score card

REFERENCES:

Villanueva , et. al, Business Management III, Adriana Publishing Co.

Inc. , Quezon City, 2003
Student’s Proposed Business Plan
Sample Business Plan, Muntinlupa Business High School
www.businessdictionary.com