HOW TO MAKE A

BUSINESS PLAN
PLEASE STUDY EACH STEPS AND PROCEDURES IN MAKING BUSINESS PLAN
 TABLE OF CONTENTS

I. Executive Summary
II. Company Description
III. Objective Statement or Business Goals
IV. Products and Services
V. Marketing and Sales Plan
VI. Conclusion
VII. Members Profile
 EXECUTIVE SUMMARY

• This is the first page of your business plan. It should include a

vision statement, logo of your business and mission statement,
which explains the main focus of your business, as well as a
brief description of the products or services offered, basic
information such as ownership structure, and a summary of your
plans.
 COMPANY DESCRIPTION
(THINK OF A COMPANY NAME FOR YOUR BUSINESS)

• This section provides a snapshot of your small business. It

contains important information including its registered name,
address of any physical locations, names of key people in the
business, history of the company, nature of the business and
more details about products or services that it offers or will
offer.
 OBJECTIVE STATEMENT OR BUSINESS GOALS

• An objective statement should clearly define your company’s goals and contain a business
strategy that details how you plan to achieve them. It spells out exactly what you’d like to
accomplish, both in the near term and over the long term.
• If you’re looking for outside funding, you can use this section to explain why you have a clear
need for the funds, how the financing will help your business grow, and how you plan to
achieve your growth targets. The key is to provide a clear explanation of the opportunity
presented and how the loan or investment will grow your company.
• For example, if your business is launching a second product line, you might explain how the
loan will help your company launch the new product and increase its sales by 50% over the
next three years.
 PRODUCTS AND SERVICES

• In this section, you can detail the products or services you offer or plan to offer. It should include
the following:
• An explanation of how your product or service works
• The pricing model for your product or service
• The typical customers you serve
• Your sales and distribution strategy
• Why your product or service is better than what the competition is offering
• How you plan to fill orders
 MARKETING AND SALES PLAN

• This is simply an explanation of what your marketing strategy is and how you
will execute it. Here, you can address how you plan to persuade customers to
buy your products or services, or how you will develop customer loyalty that
will lead to repeat business. This section can also highlight the strengths of
your business and focus on what sets your business apart from your
competition. (Please make a 3 year projected sales 2022-2024)
 CONCLUSIONS

• A business plan conclusion, doesn’t need to be very long, in fact, it can be pretty brief.
• Your conclusion should; reiterate the opportunity, highlight the key strengths of your
plan, summarize your vision, and remind the reader why your business is in a position
to successfully execute the plan.
• If you are looking to raise funding with your plan, you should detail the finance
required.
• Depending on who the plan is for, you could also include a ‘call-to-action’, telling the
readers what they need to do next.
 MEMBERS’ PROFILE

• See the sample template

• One page for each member
 HOW TO MARKET YOUR PRODUCT

• Please read module 5 the 7P’s of Marketing and Branding

1. PRODUCT
2. PLACE
3. PRICE
4. PROMOTION
5. PEOPLE
6. PACKAGING
7. POSITIONING
INSTRUCTIONS:

• Use a clean short bondpaper in making your business plan

• Place it a sliding short folder color black
• Make your business plan presentable, convincing and free of errors
• Follow the sequence of the table of contents see sample on the file sent.
• FONT STYLE FOR THE HEADER ARIAL ROUND FONT SIZE OF HEADER OR TITLE : 24
• Font style for texts ARIAL and font size of text 12
• For the tag line you can use modern love or any font style
GROUP
YOU WILL BE GRADED BASED ON THE FF:

RUBRICS IN MAKING BUSINESS PLAN

Concept Statement – 20 % (Presenting the product or services)
Marketing and Sales Plan - 20 % (Presents the need for the product and projected sales)
Visual Presentation - 30% (The plan is presentable, neat, readable and in sequenced)
Oral Presentation individually - 30 % (Demonstration of understanding the concept on your assigned
tasks)
TOTAL – 100%
BEST GROUP WILL BE EXEMPTED IN OUR FINAL EXAMINATION 