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Business Plan Outline

This document outlines the sections that should be included in a business plan. It lists 12 sections that provide details on the business name, description, location, funding, vision, marketing analysis, production process, organization structure, and financial projections. The business plan is due on May 26th, 2023 and must be soft bound with specific formatting and paper requirements. Students will also present their business plan with a 20-25 minute video using a PowerPoint presentation covering the introduction, executive summary, marketing, production, organization, and financial plan sections.

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Geryca Carranza
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195 views2 pages

Business Plan Outline

This document outlines the sections that should be included in a business plan. It lists 12 sections that provide details on the business name, description, location, funding, vision, marketing analysis, production process, organization structure, and financial projections. The business plan is due on May 26th, 2023 and must be soft bound with specific formatting and paper requirements. Students will also present their business plan with a 20-25 minute video using a PowerPoint presentation covering the introduction, executive summary, marketing, production, organization, and financial plan sections.

Uploaded by

Geryca Carranza
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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BUSINESS PLAN OUTLINE

I– Title/Cover Sheet
II – Table of Contents
III - List of Tables and Figures
IV – Introduction
4.1 Proposed Name of Business
4.2 Address of the business
4.3 Name of the Owner/s
4.4 Description of the Project
4.5 Location of the business
4.6 Funding requirements and sources

V– Executive Summary

5.1 Company Vision, Mission, Goal and Objectives


5.2 Core Values Statements
5.3 Brief Profile of the Entrepreneur
5.4 Project’s Contribution to the Economy

VII – Marketing Plan


7.1 Description of the Product/service
7.2 The Opportunity Analysis
 Application of Business Idea
 Analyzing Business Opportunities
 Environmental Analysis
 SWOT Analysis
 Competitors analysis (Comparison of the Product with its
Competitors)
 Consumer Analysis (Main Customers)
7.3 Market analysis
 Marketing Objectives
 Market Segment
 Target Market
 Marketing Strategy
o Product/Service
o Price
o Place
o Promotion
7.4 Market Share
7.5 Selling Price
7.6 Sales Forecast
7.7 Total Demand
7.7 Marketing Budget

VIII – The Production/Technical Plan


8.1 Production Area/Layout
8.2 Production Process/Flow Diagram
8.3 Fixed Investment and Depreciation Schedule
8.4 List of Machineries and equipment (number, specification, purpose, price
and supplier)
8.5 Planned and Future Capacity
8.6 Projected Production Schedule (volume by year)
8.7 Raw Material Requirements (List, Source, Cost of Raw Materials,
Inventory Schedule)
8.8 Direct Material Purchases
8.9 Indirect Raw Material Requirements (List, Source, Cost of Indirect Raw
Materials, Inventory Schedule)
8.10 Labor Availability – job position, qualifications and experiences for direct
and indirect labor
8.11 Labor Activity and Productivity
8.12 Cost of Labor (Direct and Indirect)
8.13 Cost of Production
8.14 Cost of Goods Sold and overhead expenses
IX – The Organization and Management Plan
9.1 Form of Business organization
9.2 Organizational Structure with Functional Chart indicating job titles and job
description
9.3 Business Experience and Qualification of the Entrepreneur
9.4 Licenses, Permits and Registration Expenses
9.5 Pre-Operating Activities and Expenses
9.5 Administrative Expenses

X– The Financial Plan (for 3 year period)


10.1 Project Cost (Capital Requirement)
10.2 Financing Plan and Loan requirements
10.3 Projected Income Statement
10.4 Projected Cash Flow Statement (monthly and annually)
10.5 Projected Balance Sheet
10.6 Loan Repayment Schedule (optional)
10.5 Break-even (BEP)
10.5 Return on Investment (ROI)

XII – Annexes (Curriculum Vitae)

Take Note of the following:

 Submission of the final business plan is until May 26, 2023 ONLY (it is part of
your final examination)
 Soft bound with the following format:
o Font style - Times New Roman
o Font size – 13
o Margin: left (1.5”), right (1”), top (1.2”) and bottom (1”),
o Paragraph Spacing: 2
o Short bond paper
o Cover color:
 3B and 3E – Blue
 3C – Yellow
 3D – Green

20 to 25 minutes VIDEO presentation of business plan is required as part of your


performance with the following PPT presentation sequence/format:
1. Introduction
2. Executive Summary
3. Marketing Plan
4. Production/Technical Plan
5. Organization and Management
6. Financial Plan

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