FORMAT OF A BUSINESS PLAN

I. Introductory Page
A. Name and address of the company
B. Name of the entrepreneur(s), contact number, email address, and Web site address if
available.
C. Paragraph describing the company and the nature of the business.
D. Amount of financing needed. The entrepreneur may offer a package (e.g., stock or debt).
However, many venture capitalists prefer to structure this package in their own way.
E. A statement of the confidentiality of the report. This is for security purposes and is
important for the entrepreneur.

II. Executive Summary

This is the most critical part of your business planning. If you never flesh out a full business plan, make
sure you create a fantastic executive summary. This brings together all of the key elements of your plan
and will often be the make-or-break document which decides whether commercial lenders or investors will
have any interest in seeing the rest of your documentation or pursuing a relationship with you.

This is a brief that precedes a business plan when seeking new partners, business loans or an early
round of funding for a startup venture. It sums up the business plan and opportunity in a tight document.

This is your key to getting more capital. Only an effective one will unlock that door, or get commercial
lenders or investors to give you any more attention.

The goal should be to get the reader to say “This is interesting. It has potential. These people know what
they are doing, and I want to get in on the action. At least if everything they’ve told me is accurate.”

It should be no more than 1-3 pages long, and should be written in the third person.

It should be:

 5-10% in length of the full business plan

 Short, concise paragraphs

 Be written in the same order as the full plan

FORMAT:

A. Who We Are
B. What We Sell
C. Financial Summary
 III. Company Description

This section provides a further overview of your company now.

FORMAT
A. Company Overview
B. Location
C. Vision Statement
D. Mission Statement
E. Objectives
F. Core Competencies

IV. Legal Requirements

Forms Government Agency Purpose

FDA Form to Operate (if food) Food & Drug Administration
BIR Form 1903 Bureau of Internal Revenue
SSS Form R-1 Social Security System
Philhealth Form PMRF Philhealth
SEC Form F-100 Securities & Exchange
Commission
Employer’s Data Form (EDF) PAG-IBIG Fund
Business Permit Application City Hall
Barangay Clearance Barangay
Business Name Department of Trade &
Industry (DTI)
Securities & Exchange
Commission (SEC)

V. Marketing Plan
This is another section which is an absolute must-have, even if you never develop a fully-fledged
business plan in its entirety. This holds key information that all financiers and potential investors are going
to want to know. Even if you hope to just get away with using a pitch deck to raise the capital you need.
This is also a vital guide for yourself as a founder, and for your growing team as to what needs to be done
and how.
Every minute invested in this section can pay great dividends over the longer term.

FORMAT:
A. Market Overview (Facts about the industry)
B. SWOT Analysis (Strengths, Weaknesses, Opportunities and Threats)
C. Market Segmentation and Demographic Profile (Total Market Size)
- Letter for data gathering
D. Competitive Analysis
Factor Our Company Competitor A Competitor B Competitor C
Price
Quality
Selection
Service
Expertise
Company
Reputation
Location
Advertising
 Image
E. Results of market survey conducted
F. Product and Packaging
G. Price
H. Place
I. Promotion
- Include Tag Line
J. Marketing Budget
- Flyers
- Tarpaulin
- Signage
- Salary of person distributing the flyers
- Give-away or samples
K. Projected Sales

VI. Operational Plan

This is your opportunity to organize and demonstrate your understanding of this industry and business.

FORMAT:
A. Products and Services
1. Definition of the core product or service
2. Pictures or drawings of the product or service
3. Anticipated future products and services you hope to develop and roll out
B. Production Process
C. Project Site (Location) – include vicinity map
D. Project Layout/Floor Plan
E. Plant Size and Production Schedule
F. Building and Facilities
G. Raw Materials Requirements
H. Machineries and Equipment (Pictures, cost, and quantity)
I. Furniture and Fixtures (Pictures, cost, quantity)
J. Supplies (Pictures, cost, quantity)
K. Tools and Spare Parts (pictures, cost, quantity)
L. Utilities
M. Technology needs
- Internet
- E-mail
- Website
- Data security
- Computers
N. Manpower Requirements
O. Wastes and Waste Disposal Methods
P. Production Costs
Q. Quality control checks
- Food quality
- Food safety and hygiene
- Equipment Maintenance
- Service quality
- Safety of the people
 VII. Management & Organization

This section of your business plan will help you to identify your own needs, and demonstrate to investors
and other licensing bodies and agencies that you are the team to get this job done.

It basically shows your management and industry experience and who will do what.

Include:

1. Board of Directors
- Chairman of the Board
- Board Members

2. Consultants and Special Advisors

- Legal
- Accountant
- IT Consultant
- Management Consultant
- HR Consultant
- PR Consultant
- Marketing Consultant

3. Key Team Members and Department Heads

-
- Qualifications of each position
- Duties and Responsibilities
 4. Work Schedule

5. Salaries and Wages Schedule

6. Uniform design and cost

VIII. Financial Plan

Provide an honest snapshot of where you are and where you reasonably hope to go,
providing you secure the funding you need.

Format:

Company Name
Budget

Amount
Initial Investment
Less: Expenditures
Production Expenses
(Ingredients/Materials) (Schedule 1)
Marketing Expenses (Schedule 2)
Rent – Deposit/Advance
Renovation (Schedule 3)
Supplies (Schedule 4)
Equipment (Schedule 5)
Furniture and Fixtures (Schedule 6)
Tools (Schedule 7)
Permits and Licenses (Schedule 8)
Salaries and Wages (Schedule 9)
Utilities (Schedule 10)
Transportation
Consultants Fees
Total Expenditures
Contingency Fund
Net

IX. Appendices
This will typically include:
Resumes of founders and key team members