Bus Plan Format Sy10 11

8/8/2019 Bus Plan Format Sy10 11

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Business PlanBusiness Plan

NOTE: For MT, doNOTE: For MT, donumbersnumbers

1, 2, 3, 4, 5, 6 (a and b)1, 2, 3, 4, 5, 6 (a and b)


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Business PlanBusiness Plan

1. Title Page and Table of1. Title Page and Table ofcontentscontents

2. Executive summary2. Executive summary

Description of businessDescription of business


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Economic environmentEconomic environment

(local and national)(local and national) Industry where businessIndustry where business

belongsbelongs

The enterprise you areThe enterprise you aresetting upsetting up


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3. Management team and3. Management team and

key personnel profilekey personnel profile4. Description of the4. Description of the

product, its uniqueness,product, its uniqueness,

its advantagesits advantages

5. Market research and5. Market research and

analysis of the productanalysis of the product


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6. Marketing plan of the6. Marketing plan of the

businessbusinessa. Situation analysisa. Situation analysis

b. Marketing strategyb. Marketing strategy

c. Financial projectionsc. Financial projectionsd. Implementation controld. Implementation control


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a. Situation analysisa. Situation analysis

relevant backgroundrelevant backgrounddata on sales, costs,data on sales, costs,

market, competitors, andmarket, competitors, and

various forces in thevarious forces in the

macro environmentmacro environment


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how is the markethow is the market

defineddefined= how big is it?= how big is it?

= how fast is it growing?= how fast is it growing?


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What are the relevantWhat are the relevant

trends affecting thetrends affecting themarket?market?

What is the productWhat is the product

offering and what are theoffering and what are the

critical issues facing thecritical issues facing the

company?company?


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Pertinent historicalPertinent historical

information can beinformation can beincluded to provideincluded to provide

context.context.

all information for use inall information for use in

SWOT analysis andSWOT analysis and

Porters 5 ForcesPorters 5 Forces


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Tabulation of:Tabulation of:

SWOT analysisSWOT analysis

and Porters 5 Forcesand Porters 5 Forces


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also defines those groupsalso defines those groups

and needs that theand needs that themarket offerings aremarket offerings are

intended to satisfy.intended to satisfy.

= Segmentation,= Segmentation,

Targeting, PositioningTargeting, Positioning


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establishes the productestablishes the product

line's competitiveline's competitivepositioning,positioning,

== game plangame planto accomplishto accomplish

the plan's objectivesthe plan's objectives


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marketing strategymarketing strategy

should beshould be specificspecificaboutaboutthe:the:

branding strategybranding strategy

customer strategy thatcustomer strategy thatwill be employedwill be employed


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marketing mixmarketing mix

= 4 Ps= 4 Ps


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c. Financial projectionsc. Financial projections

Financial projectionsFinancial projectionsinclude:include:

sales forecastsales forecast

expense forecastexpense forecast breakbreak--even analysiseven analysis


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On the revenue side, theOn the revenue side, the

projections showprojections showforecasted sales volumeforecasted sales volume

by month and productby month and product

categorycategory


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On the expense side, theOn the expense side, the

projections show:projections show: expected costs ofexpected costs of

marketing, broken downmarketing, broken down

into finer categories.into finer categories.


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breakbreak--even analysiseven analysis

how many units must behow many units must besold monthly to offset thesold monthly to offset the

monthly fixed costs andmonthly fixed costs and

average peraverage per--unit variableunit variable

costscosts


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d. Implementation controlsd. Implementation controls

outlines the controls foroutlines the controls formonitoring and adjustingmonitoring and adjusting

implementation of theimplementation of the

planplan


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Typically, goals andTypically, goals and

budget are stated for eachbudget are stated for eachmonth or quarter for mgtmonth or quarter for mgt

review and correctivereview and correctiveaction as needed.action as needed.


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Some organizationsSome organizations

include contingencyinclude contingencyplans outlining steps toplans outlining steps to

take in response totake in response tospecific environmentalspecific environmental

developments (price warsdevelopments (price wars

or strikes)or strikes)


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7. Manufacturing and7. Manufacturing and

production planproduction plan8. Financial plan8. Financial plan

Balance Sheet andBalance Sheet and

income statementincome statement Sources and applicationsSources and applications

of fundinof fundin


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Breakeven analysisBreakeven analysis

Income statementIncome statementprojections (5 years)projections (5 years)

Cash flow projections (5Cash flow projections (5

years)years)


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Historical financialHistorical financial

reports (existingreports (existingbusiness)business)

Projected FS (newProjected FS (new

business)business)

Financial ratios analysisFinancial ratios analysis


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Personal budget andPersonal budget and

living expenses of ownerliving expenses of owner+ salaries to be drawn+ salaries to be drawn

from businessfrom business


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Personal SALPersonal SAL

Investor or lenderInvestor or lenderprojected returnsprojected returns

How investors can getHow investors can get

out of the ventureout of the venture


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9. Risk analysis9. Risk analysis

10. SWOT analysis and10. SWOT analysis andPorters 5 forcesPorters 5 forces

11. Purpose and use of loan11. Purpose and use of loanproceedsproceeds

12. Summary with12. Summary withrecommended actionrecommended actionplansplans


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13. Appendix or13. Appendix or

supporting documentssupporting documents


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= resume, ITR, business= resume, ITR, business

registration papers,registration papers,architectural plans,architectural plans,

location map, productlocation map, productpicture, office layout,picture, office layout,

survey results, etcsurvey results, etc

Documents

Bus Plan Format Sy10 11