Execution and

Business Plan
Prince Arvic
M. Victorio
 Business Plan

• It is a document created by a company

that describes the company’s goals,
operations, industry standing, marketing
objectives, and financial projections.
• It lays out a written road map for the
firm from marketing, financial, and
operational standpoints.

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 Business Plan

• A business plan can also be used as an

internal guide to keep an executive team
focused on and working toward short-
and long-term objectives.
• While a business plan outlines your
entire business and a financial plan
shows where the money will come from
and go, the execution plan outlines what
specifically needs to be done and when.
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Execution Plan
A document that defines how
a project is to be executed,
monitored, and controlled.
It is a tool used to review
company’s critical goals or
milestones, as well as to
track specific tasks to ensure
that everything is on track,
on time and on budget.
MILESTONES
• key business goals. It should include the
budget required for it to be reached, the target
date, as well as any resources you need,
including people.
TASKS
• important details that are required to
ensure that company’s execution reaches
each milestone.
BUDGET
• Details how much your plan will cost
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Roadmap for Research,
Development, and Production
• A Research and Development roadmap is a plan of action
designed to help direct and guide a company’s research and
development of product over time.
• It outlines the goals of the project, identifies potential
obstacles, and sets out a timeline for achieving those goals. 
• It provides information on resources needed in order to
carry out certain tasks or activities.
• It should be regularly updated as projects progress so that
all stakeholders have insight into the current status of the
project.  5
Roadmap for Research,
Development, and Production
An R&D roadmap is not a guaranteed plan for success. To
ensure success, businesses need to develop comprehensive
plans that lay out exactly what resources will be needed, what
activities need to take place, who will be responsible for each
of those activities and, when they will occur.
This level of detail takes time and significant effort to
create but without it, results are unlikely to be achieved.

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Timeline
• Timeline section can let you dive into specific to-
do items and their associated deadlines.
• Setting a timeline in advance of starting the
project lets you clear up any possible
misunderstandings between you and your client
(or you and your team).

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 How to begin for setting a project timeline?

Timeline 1. Start by writing down the largest, broadest steps either in

a notebook or in your actual project brief.
2. Break down the individual steps you'll need to take in
order to accomplish the large tasks
3. Once you've broken down each large step into its
individual components, you may breakdown down tasks
into hourly, daily, weekly, or even monthly time chunks.
Even for tasks that are less clear timing-wise, it's better to give
a rough estimate instead of no estimate at all. Some project
steps depend on other preceding steps. When someone looks
at your project brief, they should be able to understand the
flow of task execution.
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BUDGE
T
 Setting a budget will depend hugely on the project itself.
 There are core costs involved in almost any type of
project, which include salaries and rates, travel
costs, physical materials, and services.
 Some expenses, like last-minute travel or equipment that
needs replacing, will be difficult to plan in advance.
Consider budgeting a general amount for unforeseen
situations.
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Sales and Marketing
Plans It is a section in business plan which outlines your plan for
reaching and selling to your target market
5 P’s of Marketing
1. Product - Describe the product or service offered to the
customer by your home business.
2. Price - Make sure you take into consideration both fixed
expenses and variable costs as well as your time and
expertise. Also, discuss if your price will be lower or higher
than your competition, and how you can justify the
difference.
3. Place (Distribution) - Indicate where your business will sell its
products or services, and how it will get those products or
services to consumers.
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Sales and Marketing
Plans It is a section in business plan which outlines your plan for
reaching and selling to your target market
5 P’s of Marketing
4. Promotion – Indicate what methods of promotion will you
use to communicate the features and benefits of your
products or services to your target customers.
5. People - Decide on the people who will the provide sales and
service that will be used in marketing your products or
services to the customer. 

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Plans for Research and
Development (R&D)
 It is a crucial aspect of any business, as it allows companies
to innovate and stay ahead of the competition. R&D plans
are strategic documents that outline the goals and
objectives of a company's R&D efforts, as well as the
methods and resources required to achieve them.
 The primary goal of an R&D plan is to identify and develop
new products, processes, or technologies that can be used
to improve the company's operations or generate new
revenue streams. This can include researching new
materials or manufacturing methods, developing new
software or hardware, or exploring new business models. 12
Plans for Research and
Development (R&D)
 To create an R&D plan, companies typically conduct market
research to identify potential areas of opportunity and
assess the competitive landscape. They also assess their
internal capabilities and resources to determine what they
are able to achieve.
 Once the goals and objectives have been identified, the
company will develop a detailed action plan that outlines
the steps required to achieve them. This can include
identifying specific R&D projects, allocating resources, and
establishing timelines and milestones.
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Plans for Research and
Development (R&D)
 An R&D plan should also include contingencies and risk
management strategies, as well as methods for measuring
and evaluating the success of the plan. This can include
establishing metrics for evaluating the performance of R&D
projects, as well as monitoring the progress of the plan and
making adjustments as needed.
 Overall, an R&D plan is a critical tool for any company
looking to innovate and stay ahead of the competition. By
outlining clear goals and objectives, and providing a
detailed action plan for achieving them, companies can
ensure that their R&D efforts are well-aligned with their 14
overall business strategy.
Plans for Operations
 Operations are the backbone of any successful business.
They are the processes and systems that keep a company
running smoothly and efficiently. Without a solid plan for
operations, a business can quickly become overwhelmed
and struggle to keep up with the demands of its customers
and stakeholders.
 A comprehensive plan for operations should include
several key elements:
1. clear and detailed description of the company's overall
strategy and goals. This should include information on the
products or services offered, target market, and any
competitive advantages the company has. 15
Plans for Operations
 A comprehensive plan for operations should include several key
elements:
2. the plan should outline the specific processes and systems that are used
to support the company's operations. This might include details on
manufacturing processes, logistics, inventory management, and
customer service. The plan should also include information on how
these processes and systems are monitored and improved over time.
3. management and staffing of the company. This includes information on
the roles and responsibilities of key personnel, as well as the
recruitment and training of new staff. The plan should also include
details on how the company will manage and motivate its employees to
ensure that they are fully engaged and committed to the company's
success.
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Plans for Operations
 A comprehensive plan for operations should include several key
elements:
4. include a robust risk management strategy. This should include
information on how the company will identify and mitigate
potential risks, such as supply chain disruptions, natural disasters,
and other unforeseen events.

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Plans for Sales and Marketing
 Sales and marketing are two essential elements of any business.
Without a solid plan in place, it can be difficult to reach potential
customers and increase revenue. In this article, we will discuss the
key components of a successful sales and marketing plan, including
setting goals, identifying target audiences, and creating a strategy to
reach those audiences.
 it is important to set clear and measurable goals for your sales and
marketing efforts. This could include increasing revenue, growing
your customer base, or launching a new product or service. Once you
have established your goals, you can then begin to identify your
target audience. This includes identifying the demographics, needs,
and pain points of your ideal customer.

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Plans for Sales and Marketing

 Once you have a clear understanding of your target audience, you

can then create a strategy to reach them. This could include utilizing
social media and other digital marketing techniques, attending
industry events and networking, or developing a referral program to
incentivize current customers to bring in new business.

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Plans for Human Resources
 Human resources (HR) plays a vital role in the success of any
organization. It is responsible for managing the people who work for
the company, which includes recruiting, hiring, training, and
developing employees. It is also responsible for ensuring that
employees are treated fairly and equitably, and that they have a
positive work environment.
 To effectively manage human resources, it is important to have a
clear and well-defined plan in place. This plan should outline the
goals and objectives of the HR department, as well as the specific
strategies and tactics that will be used to achieve those goals.

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Plans for Human Resources
1. assess the current state of the organization's workforce - this
includes analyzing the demographics of the workforce, identifying
any skill gaps, and assessing the overall satisfaction and engagement
of employees.
2. set clear goals and objectives for the HR department - these should
be aligned with the overall goals and objectives of the organization,
and should focus on areas such as recruiting and hiring top talent,
developing and retaining current employees, and creating a positive
and inclusive work environment.

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Plans for Human Resources
 To achieve these goals, the human resources plan should include
specific strategies and tactics. For example, to attract and hire top
talent, the plan may include strategies such as networking and
building relationships with industry professionals, developing an
effective recruitment process, and offering competitive
compensation and benefits packages. To develop and retain current
employees, the plan may include tactics such as providing ongoing
training and development opportunities, offering flexible work
arrangements, and creating opportunities for employees to take on
leadership roles within the organization.

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Lean Concepts and Organization
 Lean concepts and organization are all about streamlining processes
and eliminating waste to improve efficiency and productivity. This
can be achieved through a variety of methods, including the use of
visual management tools, standardized work procedures, and
continuous improvement initiatives.
 One key aspect of lean concepts is the focus on value, which is
defined as the benefit or service that a customer receives from a
product or process. By identifying and focusing on value, an
organization can better understand what is truly important to
customers and make changes to improve the customer experience.

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Lean Concepts and Organization
 Another important aspect of lean is the idea of "flow," which refers
to the smooth movement of materials, information, and people
throughout the organization. By eliminating bottlenecks and
reducing delays, an organization can improve the flow of work and
increase productivity.
 Standardized work procedures are also a key component of lean, as
they help to ensure consistency and reduce errors. By establishing
standard procedures for all processes, an organization can better
track progress, identify areas for improvement, and make necessary
changes to improve efficiency.

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Lean Concepts and Organization

 Continuous improvement is also a key principle of lean, as it

encourages employees to continuously look for ways to improve
processes and increase efficiency. By engaging employees in the
process of continuous improvement, an organization can create a
culture of innovation and creativity that fosters growth and success.

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Thank you
Prince Arvic M. Victorio
Victoriopm.712.stud@cdd.edu.ph