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I. PROJECT SUMMARY
a. Name of Enterprise

BUSINESS
PLAN
TEMPLATE
b. Location

c. Descriptive Definition of the Project

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d. Projects Long-range Objectives

e. Highlights of the Project

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 f. Major Assumptions and Summary of Findings and Conclusions

II. ORGANIZATION AND MANAGEMENT STUDY

a. Purpose of the Project

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b. Name of the Business

c. Logo/Emblem of the Business

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d. Description of the Logo/Emblem of the Business

e. Mission Statements

f. Vision Statements

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g. Core Values

h. Type of Organization and Organizational Chart

i. Officers and Key Personnel

Position Number of Function/ Qualification Salary

Employees Duties &
Responsibilitie
s

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 j. Project Schedule

actions to be accomplished Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7

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III. MARKETING STUDY
This chapter presents the product description; market description
based on their demographic, geographic and psychographic profile; the
estimated and projected demand, estimated and projected supply and the
demand-supply gap; the projected market share and projected sales,
competitor analysis, proposed marketing program, marketing forms and
records and sample marketing collaterals.

A. PRODUCT DESCRIPTION
(Kindly write your detailed product description below)
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
_______________________________________________.

B. PRODUCT SWOT ANALYSIS

(Kindly write your product’s strengths, weaknesses, opportunities and threats in the
table below)

STRENGTHS WEAKNESSES

OPPORTUNITIES THREATS

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 C. TARGET MARKET DESCRIPTION
(Kindly write your target market or your target customer’s description below under
each of the following segmentation approach)

C.1 Demographic Profile

Age Group: __________________________________
Sex: ________________________________________
Civil Status: __________________________________
No. of Children: _______________________________
Educational Attainment: ________________________

C.2 Socio-Economic Profile

Occupation: __________________________________
Monthly Income Range: _________________________
No. of Family Members in a Household: ____________

C.3 Geographic Profile

Kind of Community (rural, suburban, urban): _________________________
City/Municipality: _______________________________________________
Distance from their House to the Business: ___________________________

C.4 Psychographic Profile

Tastes and Preferences: ________________________________________
____________________________________________________________
____________________________________________________________
Interests and Hobbies: __________________________________________
____________________________________________________________

D. DEMAND

Total Potential Demand

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(Kindly indicate here ALL POSSIBLE customers of your product AND other existing
products currently being used in the marketplace. This is needed to have a feel and
gauge how BIG and SUSTAINABLE a market is.)

Market Profile Number of ALL POSSIBLE Customers

Based on their Profile

Demographic Profile

Socio-Economic Profile

Geographic Profile

Psychographic Profile

TOTAL

Total Actual Demand

(Kindly indicate here THE NUMBER OF CUSTOMERS who have expressed interest TO
BUY YOUR PRODUCT and HAVE THE CAPACITY to BUY based on their income class as
revealed in the survey.)

Number of customers who are

WILLING and ABLE to BUY your
product

Number of times they buy in a week

Multiplied by 4 weeks in a month

Multiplied by 12 months in a year

TOTAL ACTUAL DEMAND PER YEAR

Total Projected Demand in the Next 5 Years

YEAR PROJECTED DEMAND (increase by 10%*)

Year 1

Year 2

Year 3

Year 4

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 Year 5

● Depends on current market situation and trend

E. SUPPLY

Direct Competitors
(Indicate here the number of competitors who sell the same product as yours
operating in the same area with the number of products they supply in a given
period)
COMPETITORS QUANTITY SUPPLY QUANTITY QUANTITY
SUPPLY PER SUPPLY PER
PER WEEK
MONTH YEAR

Competitor A

Competitor B

Competitor C

TOTAL

Total Projected Supply in the Next 5 Years

YEAR PROJECTED SUPPLY (increase by 10%*)

Year 1

Year 2

Year 3

Year 4

Year 5

● Depends on current market situation and trend

F. DEMAND-SUPPLY GAP

YEAR DEMAND SUPPLY D-S GAP

Competitor A

Competitor B

Competitor C

Your Business

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 TOTAL

G. MARKET SHARE
(Indicate here the current sales of your competitors versus your projected sales in a
month to visually present your “share” of the total market.)

COMPETITORS QUANTITY SUPPLY PER SHARE

MONTH
IN PERCENTAGE

Competitor A

Competitor B

Competitor C

Your Business

TOTAL 100%

H. PROJECTED SALES
(Indicate here your total sales per week, month and year)

SALES PER WEEK SALES PER SALES PER YEAR

MONTH

Your Product

(Indicate here your projected sales in the next 5 years)

YEAR SALES IN VOLUME SALES IN PESO

Year 1

Year 2

Year 3

Year 4

Year 5

● Increase of 10% or depending on the trend or current market situation

I. COMPETITOR ANALYSIS
(Kindly indicate here all your competitors. Who are they? What makes them your
competitors? Where do they lack? Where do they excel?)
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____________________________________________________________________
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____________________________________________________________________
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____________________________________________________________________
____________________________________________________________________
_________________________________.

J. COMPETITOR’S MARKETING STRATEGIES MATRIX

(You may add more columns here)

Marketing Competitor Competitor Competitor

Strategies
A B C

Product

Price

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 Placement/
Distribution

Promotion

K. PROPOSED MARKETING PROGRAM

(Present here your own marketing strategies)

4 Ps Marketing Strategies Budget

Product

Price

Place/Distribution

Promotion

TOTAL P

L. MARKETING FORMS AND RECORDS

Official Receipts

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Weekly Sales Inventory

Monthly Sales Report

Customer Feedback Form

Customer Complaint Form

M. SAMPLE MARKETING COLLATERALS

(Present here a copy or screenshot of your suggested marketing communication
collaterals)

Brochure
(Paste image here)

Social Media Page

(Paste image here)

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 (Please use separate sheets if needed)
IV. PRODUCTION AND TECHNICAL FEASIBILITY

a. The Product/Service

b. Manufacturing Process

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 c. Plant Size and Production Schedule

d. Machinery and Equipment

e. Plant Location

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 (Picture of the place)

f. Plant Layout

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g. Building and Facilities

h. Raw Materials and Supplies

i. Utilities

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j. Waste Disposal

k. Production Cost

l. Labor Requirements

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V. FINANCIAL FEASIBILITY

a. Major Assumptions
1.
2.
3.
4.
5.
6.

b. Total Project Cost

c. Sources of Financing the Project

Source of Capital Amount

Owner/s

Loans

Total

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d. Financial Statements

Fill up the following financial statement forms. Use the assumptions

in the form you initially accomplished.

d.1 Income Statement

PROJECTED INCOME STATEMENT

For 12-month Period

Revenue (Service Income/Sales P

Less: Cost of Goods Sold _____________

Gross Profit/Margin _____________

Less: Operating Expenses

Salary Expense

Rent Expense

Supplies Expense

Depreciation Expense

Utilities Expense

Permits & Licenses

Miscellaneous Expense

_____________

Total Expenses _____________

Net Income

d.2 Statement of Changes in Owner’s Equity

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 PROJECTED STATEMENT OF CHANGES IN OWNER’S EQUITY

As of December 31, 202____________

Cruz, Capital beg. balance P

Add: Additional Capital

Net income _____________

Total

Less: Drawings _____________

Cruz, Capital ending balance _____________

Ending balance is computed by adding Net income (see income statement) plus additional capital
invested by owner and deducting any drawings)
d.3 Balance Sheet

PROJECTED BALANCE SHEET

As of December 31, 20___

ASSETS

Cash P

Accounts Receivable

Merchandise Inventory

Machinery & Equipment (Net) ____________

Total Assets P___________

LIABILITIES

Loans Payable

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 OWNER’S EQUITY

Cruz, Capital ____________

Total Liabilities & Owner’s Equity P___________

d.4 Statement of Cash Flow

PROJECTED STATEMENT OF CASH FLOW

As December 31, 20__

Cash beginning balance P

Add: Cash Sales

Collection of receivables

Loans proceeds

Less: Payment for inventory

Payment for expenses

Payment for loans

_____________

Cash ending balance

e. Financial Analysis

1. Net Profit ratio

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 Net Income

Sales = =

2. Return on investment

Total Net Income

Initial Investment = =

3. Payback Period

Initial Investment

Net Income = =

4. Debt Ratio

Liabilities
= =

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VI. SOCIO-ECONOMIC STUDY

a. Contribution to the Government Revenue

b. Contribution to the Growth of Related Industry

c. Contribution to Philippine Household

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d. Contribution to Employment

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