Business Plan (format)

Introductory page. This is the title or cover page that provides a brief summary of the business
plan’s contents. It should contain the name and address of the company, the name of the
entrepreneur and contact details, website (if available) etc.

1. Executive Summary – this section of the business plan is prepared after the total plan is written
that should stimulate the interest of the potential investor. It should highlight the key points of
the business plan in a concise and convincing manner.

2. Business Details
 The Company – background of the company/business, location, the people behind the
operations, history, etc.
 Mission, Vision and Objectives
 The Product/Service - include an actual sample/picture demonstration
 The Target Market – discuss your prospect with the most foreseen willingness and potential
to buy the products and services
 The Place – discuss the location of your business as on how you see it as a feasible area to
put the business up.
 The Brand
- Name
- Tagline/Slogan
- Logo
- Unique Selling Proposition

3. Sales and Marketing Strategies

 Competitive Advantage/Product Differentiation
 The Price
 Promotional Tools and Techniques

4. Management Team and Personnel

 Organizational Chart
 Job Descriptions
 Job Specifications

5. Set-up
 Facility’s Blueprint and/or 3D miniature
6. Financial Plan/Projection – this includes projection of key financial data that determine
economic feasibility and necessary financial investment commitment. Provide a computation of
a simplified Return on Investment by deducting the estimated CapEx and OpEx from the
forecasted Revenue on an annual basis.
 I. Sales Projection

Measure Daily Monthly Yearly

Revenue Php 1,000 Php 30,000 Php 365,000

Five-year Projected Sales

Measure 2016 2017 2018 2019 2020

Revenue Php 365,000 Php 401,500 Php 441,650 Php 485,815 Php 534,397
Indicate a narrative assumption of sales projected on the figures above (10%compounded annual increase of
sales).

II. Capital Expenditure

Measure Expenditures (Php)

Materials expenses 407,000
Labor Expenses 35,000
Promotional expenditures 82,000
Equipment expenditures 155,000
Others (please specify) 25,000
Total Cost 704,000

III. Operational Expenditure

Measure 2016 2017 2018 2019 2020

Labor expenses 60,000 70,000 80,000 90,000 90,000
Energy expenses 80,000 80,000 85,000 85,000 108,000
Promotional expenditures 30,000 30,000 25,000 20,000 10,000
Equipment expenditures 25,555 25,000 30,000 32,000 40,000
Others (please specify) 10,000 10,000 10,000 10,000 10,000
Total Cost 205,000 215,000 230,000 237,000 258,000

IV. Determination of ROI (Return on Investment)

Measure 2015 2016 2017 2018 2019 2020

Total Sales 365,000 401,500 441,650 485,815 534,397
Total CaPex 704,000 704,000 544,000 357,500 145,850
Total OpEx 205,000 215,000 230,000 237,000 258,000
Net Income/Loss (704,000) (544,000) (357,500) (145,850) 102,965 276,397
Total Sales – (CapEx+OpEx) = Net Income/Loss
Put emphasis on the year where the business was able to reach the Break-even point or Net Income.

7. Findings and Recommendations

This section of Business Plan template provides an area where to summarize the findings of the
proposal and explain why this course of action is or is not recommended. This section may include a
description of pros and cons for the initiative being considered. This section should be brief since most
of the detail is included elsewhere in the document. Additionally, it should capture the likelihood of
success for the business idea being studied.

Note:

 Requirements: Printed paper (sliding folder) and prepare for at least 10-minute
presentation.
 Dress code: Corporate attire (slacks and coat for male; skirt and coat for female)
 Provide your own laptop, speaker and other presentation devices during the
presentation.
 Format:
- Font type: Times New Roman
- Font size: 12
- Margins: 1-inch (all sides)
- Alignment: Justified
- Spacing: 1.5
- Paper size: 8.5x11” (enclosed in sliding folder)
- Blue (ABM 101) and Green (ABM 102)