BUSINESS PLAN FORMAT

Series 2020

Title Page…………………………………………

Table of Contents……………………………….

Acknowledgement……………………………….

I. Executive Summary
II. The Business
(Have an introductory phrase each chapter except Chapter 1). for example: “This chapter
discusses the name of the business, its logo, description, mission, vision, business location
and type of business organization)”
1. Name of the Business
a. discuss why/reasons of coming up that name of the business
2. Significance of the Logo
a. Have a short introductory phrase before the figures. (most is definition and
importance)
b. Label the figure (Figure 1: Business Logo)
c. Discuss presented figures, start with for example (Figure 1 show the logo
of the business. (discuss all lines, symbols, colors that your logo
represents)
3. Business Descriptions
a. Describe the business by discussing:
i. business name
ii. type of operation (dine-in, take-out, delivery etc. including
operations hours)
iii. brief narratives products and services offered (Menu or list of
products and services)
iv. place of operation or location
4. Mission and Vision Statement
a. Specify Mission and Vision
b. It should be SMART: Specific, Measurable, Attainable, Realistic, Time
bounded
c. Start the statements: (Name of the Business) aim to…..
5. Business Location/ Plant Layout
a. Have a short introductory phrase before the figures. (most is definition and
importance)
b. Label the figure (Figure 2: Location of the Business)
c. Discuss presented figures, start with for example (Figure 2 show the
location of the business. (discuss )
6. Types of Business Organization
a. discuss type of business ownership (its activities and benefits) and who
are the owners of the business.
III. Organization Plan
(Have an introductory phrase each chapter except Chapter 1). see example above)
1. Organizational Chart
 a. Have a short introductory phrase before the figures. (most is definition and
importance)
b. Label the figure (Figure 3: Organizational Chart)
c. Discuss presented figures start with for example (Figure 3 show the
organizational chart of the business. (discuss )
2. Personnel Qualification and Job Description
a. label table
b. for example:
i. Table 1: Personnel Qualification and Job Description
ii. discuss: Table 1 show the……
3. Personnel Salary Structure
a. label table
b. for example:
i. Table 2: Personnel Salary Structure
ii. discuss: Table 2 show the……
4. Human Resource Control Policy
a. specify according to your operation
IV. Production/ Operational Plan
(Have an introductory phrase each chapter except Chapter 1). see example above)
1. Gantt Chart
a. Have a short introductory phrase before the figures. (most is definition and
importance)
b. label table
c. for example:
i. Table 3: Gantt Chart
ii. discuss: Table 2 show the……
2. Total Quality Management for Startup
Have a short introductory phrase before the figures. (most is definition and
importance)
a. Production/Service Flowchart
a. label figure
b. for example:
i. Figure #: (Name of the Figure)
ii. discuss: Figure # show the……
b. Production/Service Check Sheet
a. label figure
b. for example:
i. Figure #: (Name of the Figure)
ii. discuss: Figure # show the……
3. Distribution/ Channel Strategy
a. Inventory and Control Management
b. Transportation/ Delivery
c. Distribution Channel
 *if figures are presented: label figure, for example:
Figure #: (Name of the Figure)
discuss: Figure # show the……
4. Operation/ Production Policy
5. Supplies and Equipment Breakdown
6. Raw Materials Breakdown
7. Capital Breakdown

*if tables are presented: label table, for example:

Table #: (Name of the table)
discuss: table # show the……

V. Marketing Plan
(Have an introductory phrase each chapter except Chapter 1). see example above)
1. Marketing Mix of the Business (4Ps)
a. Product
b. Price
c. Place (Location Map, Floor plan_ - with narratives
d. Promotion (Samples and mechanism – how it will be implemented)
2. Target Market
a. Primary Market – specify and provide narratives.
b. Secondary Market - specify and provide narratives.
3. Partners
4. PESTEL Analysis
5. SWOT Analysis
6. Value Chain Analysis
7. Competitor Analysis
a. Direct Competitor
b. Indirect Competitor
8. Business Model Canvass
9. Porter’s Generic Strategy

*if figures are presented: label figure, for example:

Figure #: (Name of the Figure)
discuss: Figure # show the……
*if tables are presented: label table, for example:
Table #: (Name of the table)
discuss: table # show the……

VI. Financial Plan

(Have an introductory phrase each chapter except Chapter 1). see example above)
1. Projected Income
2. Income Statement
 3. Balance Sheet
4. Changes in Owners’ Equity

*if tables are presented: label table, for example:

Table #: (Name of the table)
discuss: table # show the……

VII. Appendices
1. Costing Breakdown (for food business)
2. Pricing Breakdown (indicate the actual cost plus mark-up)
3. Product Logo
4. Packaging
5. Permits and Licenses
6. Location Map
7. Expenses Breakdown

General Notes:
Notes:
 Every chapter should have a pre-discussion.
o Example: “This chapter discusses the vision, mission, goals and objectives of the business”
 All tables and figures should be labelled accordingly. They should also be discussed.
 have also brief discussions every parts of the chapter.
 Format:
o double space
o arial 12
o justified
o 1.5 inch – left margin
o 1 inch – rest of the sides
Format Prepared By: Jezyl E. Palapos, MBM-HRM
Subject Faculty

Details Prepared By: Kristine Mae L. Isales, MBA

Adviser