- BUSINESS PLAN WORKBOOK-

BUSINESS CONTACT DETAILS

Business Name:
Tagline:

OWNERS
Name Address Contact Number Email

Legal Structure: Sole Proprietor  Partnership Cooperative/ Association 

Executive Summary:
This section is a brief overview of the whole Business Plan.
 Description of Business: Provide some information about the product or service you
wish to offer.
 The Market: What markets do you intend to target?
-Target appeals to a range of customer segments, including women, kid, teens, young
singles and families.
 Growth Potential: What is the potential for your business? (What do you hope to
achieve in one to three years’ time?)

-Our business is so affordable and we hope in one to three years we have our own
place to settle for your business.

 Mission and Vision: What is your mission why you choose this business and how do
you foresee your business in a long run.
 Assistance required: What assistance would you require to help you launch your
project?
 Product and Service Concept

 Proposed Start Date:

HUMAN RESOURCE PLAN This section looks at how you will manage your business and who else will be involved

1. Why do you want to start

this business?

2. What experience do you

have of working in this
type of business?
e.g. doing it; selling for it, etc.

3. Who will make the

decisions on what to
spend and what to buy?

4. Who will perform the TASK WHO WILL DO IT HOW OFTEN

tasks in the business?
Bookkeeping
Daily  Weekly  Monthly 
Manager
Daily  Weekly  Monthly 
Sales Staff
Daily  Weekly  Monthly 
Operation
Daily  Weekly  Monthly 
Cashier
Daily  Weekly  Monthly 
10. How will you ensure that
you will get paid on time?

11. What other type

of work can you (or
your spouse/ partner)
do outside of the
business if your
business is slow to
take off?

12. Where do you want

to see your business
in one year’s time?

13. Where do you want

to see your business
in five year time?

14. What type of TYPE OF TRAINING WHO WILL DO THE TRAINING

business training do
You Spouse/Partner Other
you think you may
need during the
coming year? SALES AND MARKETING 
MONEY BUDGETING 
TAXATION 
 BUSINESS OBSERVERS


20. Business Registration ARE YOU REGISTERED SELF-EMPLOYED WITH REVENUE COMMISSIONERS? YES   NO

DO YOU HAVE A TAX CLEARANCE CERTIFICATE TC1? YES s  NO 

IF REGISTERED PLEASE PROVIDE THE FOLLOWING DETAILS FROM THE SB1 FORM:-

Date Of Registration: Registration Number:

Type of Registration: (Please tick)

Self Employed Registration my  VAT Registration  Employer Registration 

23. Who accountant will
you employ?
MARKETING PLAN This section looks at design of your product/service; pricing, where you will sell and how you will advertise.

1. What makes you

think there is a
demand for your
business?

2. If your business PRODUCT TYPE PRICE PER UNIT

involves making
and/or selling
products please list
the main products
1.
and prices. (If you
already have a price
2.
list please attach)

3.

4.

5.

1.

2.

16. What geographical

area will you cover
with the business?

17. What types of WHAT TYPE OF PEOPLE e.g. housewives, students, farmers, businesses, tradesmen etc
customer do you
expect to buy from
you?

THROUGH FACEBOOK m
6. How will you
advertise your business in
LETTERHEAD 
order to attract your
customers? VAN SIGNAGE  EVENT SPONSORSHIP 
LOCAL RADIO  NEWSPAPER  PRINTED WORKWEAR 
INVOICE BOOKS  TRADE SHOWS  WEBSITE 
 10. What other ways
might you promote
your business?

11. What would you

stress as the best
features of your
product/ service/
business when selling
to a customer?

12. Who are your

competitors, how
many are there and
where are they
operating?

13. What can you do to

improve your
product/service/
business to be better
than your
competitors?

FINANCIAL PLAN This section looks at money needed for the business, how much you will take in and how much you will pay out

A. Investment and Start-Up Costs

1. Estimate how much EQUIPMENT TRANSPORT WORKPLACE MATERIALS TOTAL

you have already
invested in the
following items

3. What additional EQUIPMENT TRANSPORT MATERIALS INGREDIENTS TOTAL

investment will be
needed?

Total Investment in your Business (1+2) =

4. Where will you get INVESTED (1) SAVINGS GRANTS LOANS FUTURE TOTAL
INCOME
the finance you
need for your
investment?
B. Profit and Loss Money that will come in and go out during the first year, and the profit or loss made

1. CASH IN (Sales) HOW MANY ________ CAN YOU SOLD EACH WEEK?

ON AVERAGE, HOW MUCH WILL YOU GET FOR EACH PRODUCT / SERVICE?

WEEKLY SALES = (MULTIPLY A BY B)

TOTAL ANNUAL SALES = (MULTIPLY C BY 48 weeks)

Cost of Sales HOW MUCH WILL YOU SPEND ON SUPPLIES?

GROSS PROFIT = (SUBTRACT E FROM D)

2. OPERATING Amount Per Year Brief Description A short note of what you are including in your figures
EXPENSES

TOTAL

3. PROFIT or LOSS Gross Profit (F)

Less Total Operting Expenses (G)

Net Profit/loss (I)

PRODUCTION AND OPERATION PLAN This section looks at premises, equipment and materials needs for the business

1. Describe where you

will operate your
business from. Will
you have separate
business premises or
will you operate
from home/back of a
van etc.?

2. How suitable are the

premises and do they
need any extension
or modification?

3. Which of the
following licences or
PLANNING PERMISSION  HEALTH & SAFETY CERT  SAFE PASS CERT 
permits will you
require to operate C2 CERTIFICATE  HASSOP (Food Business)  INSURANCE 
your business?

DRIVING LICENSES  Classes

6. List the main tools EQUIPMENT Mixer 1.

and Equipment,
Transport; Premises 3. 4.
and Materials you
6. 7.
will require for start-
up.
9. 10. 11.

MATERIALS 1. 2. 3.

INGREDIENTS

7. What different TYPE OF MATERIALS SUPPLIER LOCATION

materials will you
require for your
business and who
and where are your
suppliers?

12. Where will you get

additional labour as
needed or specialist
skills as required?

RISK ASSESSMENT PLAN

• How will you assess the business risks?

• How will you assess financial risks?