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1.0 INTRODUCTION

After a group of friends graduated from well-known universities, Andrei decided

to come up with a business with his friends Catherine, Star, Franzes, and Dale who were
successful at that time. The business owners decided to construct a food store named it
as Diabet-kita for the owners thought that it is very catchy and easy to say. This
business will be located at the New Camino, Brgy. Anupul, Bamban, Tarlac, the old
Professor Vape Store which abandoned for a while now. Catherine decided that the
business will offer food and drinks for these are the two components of the desires of the
people

The Diabet-kita is equally owned and managed by its five partners: 24-year-old
Dr. Andrei Martin C. Ramos, who lives at Blk.11 Lot33 Metro Bamban Subdivision.,
Anupul, Bamban, Tarlac, Ms. Star Reynabell N. Dela Peña, a Certified Public Accountant
at the age of 23 that lives at Blk.93 Lot 3 Lourdes, Dapdap, Bamban, Tarlac, another 23-
year-old Certified Public Accountant, Ms. Catherine E. Hernandez, living at Blk.92 Lot12
Lourdes Dapdap Bamban Tarlac, Mr. Dale V. Santos, a 23-year-old Civil Engineering
graduate that lives at Brgy. Anupul Bamban, Tarlac, and 23-year-old Graphic Designer,
Ms. Franzes Nhoelle Mejia, who takes residence at 010 Sison St. Brgy. Dela Cruz
Bamban, Tarlac.

The owners decided to choose partnership since they will invest to form the
business, the friendship that they possess pushes them to build the business to pursue
their passion and to be successful. The business offers a mixture of service and
manufacture type of business because the business offers their own products which are
manufactured by the workers and personnel and the selling of these commodities is a
type of service. Our products consist of waffles, which is plain and flavorful that included
banana, chocolate, and banana chocolate; graham balls, ham and cheese sandwiches,
and of course we have our especial “palamig” or cold drinks that is originally made by
melon powder.

The financing needed consists of all the expenses of the enterprise (renovation,
kitchenware or utilities for the products that we will use), this also includes the
transportation. It is also important to list all the amounts of all the expenses for the
owners to have an organized business and for them to know how much ort the amount
of the money that they will release. Considering all the possible expenses including the
variable and fixed cost, the initial investment for the business is estimated to be 120,000
pesos for the initial month and may probably decrease as the months pass by.
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2.0 EXECUTIVE SUMMARY

Diabet-kita is a small food store that offers snacks such as waffles with selected
fillings like chocolate, and chocolate with banana, palamig or cold beverages, graham
balls, and ham and chesse sandwiches which will not be too sweet yet tastes good and
affordable for everyone. Although it may cost a fair amount of money to start the
business since there are a number of things needed to create the product (equipment
and ingredients), this cost will be converted into income in the long run.

Diabet-kita is owned by 6 individuals and decided to be Partners in managing and

operating the business. It is located in New Camino, Brgy. Anupul, Bamban, Tarlac, the
old Professor Vape Store and the risk is relatively neutral and the competition is not that
present aside from a frappe shop named Gibran’s Yogurt and Frappe shop.

The goal of the business is to provide quality products and services that will
surely satisfy the desires of the customers while making the products affordable for
everyone and creating a friendly environment that will surely inspire the employees to
improve and serve more dishes to the customers.

2.1 Chart: Highlights

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3.0 ENVIRONMENTAL AND INDUSTRY ANALYSIS

The population of Bamban is 69,466 as of 2015; this is collected through the

municipal of Bamban. According to them, there are 9 requirements prior in starting up a
business and it is as follows.

1. Sworn statement of the gross receipt/sale

2. Barangay certification
3. Community tax certification
4. SSS clearance/PhilHealth/PagIbig
5. BIR form
6. Clearance from the Municipal, Fire Department, Revenue Officer, and
Municipal Engineer
7. Assessment Form
8. Signature of the MPDC, Municipal Health, Treasury, and Licensing Officer
9. Processing Releasing

The following are the rules needed to be followed according to the Municipality of
Bamban:

1. Register the business to the DTI

2. Get a Barangay Certification for the business
3. Treasury Office – Application Form
4. Instruct the Engineering Office
5. Menro Municipal
6. Get a permit from the Bureau of Fire
7. Sanitary Permit – health requirement for test
8. Payments

The status for the technological advancements in Bamban is not lacking in

essentials for daily living like the proper kitchenware and utensils are accessible, so as
phones, computers, internet, air conditions, refrigerators, but still lacks new inventions
unlike other places in the Philippines and the world. The business belongs to the food
industry for it offers food products to the consumers and food production. This type of
business is slowly growing for other students, workers, and families are looking for food
outside rather than cooking at home but not all of them.
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4.0 DESCRIPTION OF THE BUSINESS

4.1 Mission Statement

Everyone has a sweet tooth. Diabet-kita food store is here to provide the
satisfaction and sweetness without breaking the bank. Stay happy and sweet.

4.2 Vision Statement

Our vision is to be the Philippine’s sweetest company in personality and to offer

affordable products and provide quality products for the customers to feel sweetly happy
and satisfied.

4.3 Location of the business and its major physical assets

The Diabet-kita food store is located at a building in New Camino, Brgy. Anupul,
Bamban, Tarlac, Philippines, which is the former Professor Vape Store. The major
physical asset of the business is the quality furniture for comfortability and the
appropriate set of kitchenware to be used.

4.4 Products and/or Services

The Diabet-kita offers products like Graham Balls, Ham and Cheese Sandwich,
Waffles with different fillings like Banana, Chocolate, and Chocolate Banana and Creamy
Cold Drink or also known as “Palamig” like Gulaman or Sago. And this business is
offering food service, meaning that the food is being served to the customers. And as
you can see, the products of this business are all sweets. And you can have or buy it in
affordable for the budget of everyone; in Filipino they call it “Swak Sa Budget”. It can be
for children, teenagers, adults and also for oldies. Especially for the person who loves to
eat sweet foods and for sure they will enjoy eating that kind of foods or snacks.

4.5 Background of the business owners

Dale V. Santos graduated Bachelor Degree in Civil Engineering, Ateneo De Manila

University. He has worked as a Civil Engineer in JIP Card Philippines, Inc. by making
plans and designs for construction projects and managing, monitoring, and evaluating
their progresses. He has fully developed his leadership and organizational skills in his
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college, thus enabling him to work in a team or independently and making decisions in
crucial cases.

Being passionate about art and design, aspiring illustrator Franzes Nhoelle Mejia had
spent working in Japan as a graphic artist for three years. She is a veteran of creating
and managing digital content to build relationships for organizations and individuals.
Franzes is the author of the online fiction bestseller, “TARGET ON: How it feels like to be
at the Bottom of the Barrel” and the illustrator of one of the best-selling books on
science fiction, “Crescent Moon: The End is the Beginning”.

Star Reynabell N. Dela Peña is an innovative and driven accounting professional with
nearly 4 years of experience. Star strives to learn new ways of doing things and takes on
challenges that are sometimes out of her comfort zone. Star has strong interpersonal
skills by building confidence that work around her and across the organization. Star
leads by example and is one of that rolls up her sleeve to get the job done by finding
solutions to what keeps the CEO and other executive members up at night.

Andrei Martin C. Ramos is a graduate of University of the Philippines College of

Medicine, where he also attended his undergraduate studies and graduated with a
Bachelor of Science in Immunology. Andrei also trained at the Fe Del Mundo Medical
Center, Manila. During his residency, he was able to provide superior care and
consultation that resulted in an overall improvement of the medical center’s patient
satisfaction quotient.

Catherine E. Hernandez has a passion for helping small business owners and
individuals to manage and grow their financial well-being. With a strong accounting and
tax background, Catherine provides Coming from a hard-working family, Catherine
dreamed to start her own successful accounting practice. Working in banking and putting
herself through college, she gained her Bachelor’s degree in accounting. She provides
her clients with expert advice, professionalism, responsiveness, and peace of mind.
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5.0 MARKETING PLAN

5.1 Market Segmentation

The Diabet-Kita Financial Managers will be focusing and target three different
groups of potential customers. All of the groups that will be shown belongs to the middle
to upper-middle class socio-economic groups.

5.1.1 Market Analysis

Market
Analysis
Growth Year 1 Year 2 Year 3
Potential
Customers
Students 8% 10,500 11,340 12,247

Workers 6% 7,500 7,950 8,427

Locals 8% 9,000 9,720 10,498

Other 0% 0 0 0
Total 7.33% 27,000 29,010 31,172

Table 5.1.2 Market Analysis Graph

5.2 Competitors Analysis

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There are not many competitors in Bamban with the same target market and products
except Gibran’s Yogurt and Frappe Shop. This specific store is located across the
highway where the business will be located.

Table 5.2.1 Comparisons of the Marketing Strategies of Major Companies

Gibran’s Yogurt and Diabet-kita

Frappe Shop

Target Market  Students  People located near

 Workers the business area
 Parents  Students
 People near the  Workers
business
Product/Service  Offers a variety of  Waffles with different
Strategies drinks fillings (Chocolate,
 Burger Banana Chocolate,
 Tacos Plain)
 Yogurt  Ham and cheese
 Delivery sandwiches
 Graham balls
 Palamig
 Delivery

Pricing Strategies  Buy 1 Take 1 Promos  Low-price strategy

 10 pesos discount to
students
Distribution Strategies  Owner makes the  Workers/Personnel
food and drinks makes and serves the
 Owner serves the food and drinks
food and drinks  Delivery
 Delivery
Promotion Strategies  Social media  Social media
platforms (Facebook) platforms (Facebook,
 Posters in front of the Twitter, and
business Instagram)
 Video Advertisement  Flyers

The next table will show the strengths and weakness of the specific competitor

Table 5.2.2 Strengths and Weaknesses of Major Companies

Gibran’s Yogurt and Frappe Shop

Strengths  More than a year of operating

experience
 Variety of drinks
 Quality food and services
 The owner is really experienced
 Affordable price range (taste wise)
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 Has a number of suppliers (outside

brands)
Weaknesses  Still new compared to other stores
and companies
 Some of the target market does not
consider the price to be affordable
 Only 2 personnel thus resulting to a
not so fast service
 Opening time is a bit too late than
the usual store opening time (12pm)

5.2.3 Pricing and Distribution

The table below shows the price list of products that the business offers:

Table 5.3 Pricing of Products/Services

PRODUCTS PRICE

 Graham Balls  ₱5.00

 Ham And Cheese  ₱15.00

 Palamig  Small - ₱5.00

 Medium – ₱10.00
 Large – ₱15.00

 Waffle  Plain – ₱10.00

 With Chocolate – ₱15.00

 With Banana Chocolate – ₱20.00

The business will offer services so that the customers won’t have a difficult time to
order. In addition to this, the business offers delivery services to customers and the best
way of distribution or to order the products is the social media, with the use of social
media, they can easily receive the product because most of the customers are using the
internet. With just one click, the personnel will be able to receive the order and deliver it
on time.

5.3 Promotion

With the trends that are happening today, with the vast evolution of technology, it is
easier to create new ways to promote the products that the business will offer. The
options that the business have in order to properly promote the products and the
business itself are the creation of flyers that will be given to the target market or
whoever wants to try the products, posters, and the social media for the majority of the
population of Bamban are involved in social media platforms such as Facebook,
Instagram, Twitter, Messenger, and more.
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This will be an example of flyers to be given to potential customers and since the
internet is very prominent nowadays, we may also upload it in various social media
platforms.

5.4 Goals

As the business will be only just starting, the business owners decided to create short-
term goals and long-term goals and it is as follows:

5.4.1 Short-term goals

1. To offer affordable snacks and dessert to the customers

2. To provide quality services
3. To satisfy the wants of customers
4. To accept criticism whether positive or negative
5. To promote a friendly vibe in the business
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5.4.2 Long-term goals

1. To further expand the business venture.

2. To create and improve products.
3. To increase the profit that will be gained by at least 20% per year through
outstanding performance and with promotional tactics.
4. To improve existing strategies or create new ones that will help the business to
not obtain a loss in any given circumstances.

5.5 Strategies for achieving the goals

It may be difficult to achieve these goals for the business is just starting, let alone the
fact that the business owners did not graduate with the degree in Marketing and
Business management but these people came up with the strategies to achieve these
goals whether short-term or long-term.

1. Create plans and strategies that will help the business in any given situations.
2. Prepare what the business needs first and set it as a priority and set aside
unnecessary things.
3. Use the time wisely.
4. Always analyze the amount of cash being received and disbursed, and how it was
done.
5. Check for any abnormalities in the business whether cracks or damages in
equipment that needs repair, or financially.
6. Look at the business in different perspectives.
7. Accepting suggestions from others including the customers and other experienced
entrepreneurs.
8. Consulting professionals.
9. Anticipate failures.
10. Never giving up.

6.0 PRODUCTION PLAN

6.1 Raw Materials and Start-up Inventory

Table 6.1.1 Ingredients/Raw Materials of Products

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INGREDIENTS

Graham Balls  Crushed

Graham
 Condensed
Milk
Palamig  Water
 Gulaman
Powder
 Flavored
Powder
 Ice
Waffles  All-purpose
flour
 Baking powder
 Salt
 White sugar
 Evaporated
Milk
 Egg
 Butter
 Banana
 Chocolate
Ham and Cheese  Randy’s
Bakery
(Supplier)

Table 6.1.2 Start-up Inventory

EQUIPMENTS MACHINERIES

Plates Refrigerator

Cups Stove

Fork Air conditioner

Spoon Exhaust fan

Saucer Electric Mixer

5 Frying Pan 2 Microwave

Oven

5 Casserole 2 Electric fan

7 Bowls 2 Computer

5 Spatula 2 Speakers
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5 Ladle 1 TV

5 Wire wrisk 5 Waffle Maker

7 Measuring Cups

7 Measuring glass

10 Measuring
spoon/tablespoon

5 Knife

4 Chopping Board

5 Strainer

6.1 Future Equipment and Machineries:

 Computer (For cash register)

6.2 STEPS AND PROCEDURES

6.2.1 Graham Balls

1. Pour your crushed graham into a bowl

2. Add the sweetened condensed milk and mix well
3. Using hands, form numbers of round shaped graham balls

6.2.2 Pancake/Waffles

1. In a large bowl, sift together the flour, baking powder, salt and sugar
2. Make a space or hole in the center area and pour the milk together with the egg
and melted butter
3. Mix well
4. Heat a lightly oiled frying pan over medium high heat
5. Scoop the batter using ¼ cup or according to the desired size for each pancake
and fry
6. Wait until both sides turns brown
7. Serve hot

6.2.3.1 Palamig (For the gulaman/gelatin)

1. Pour 6 cups of water in a hot casserole

2. Add 1 pack of jelly powder
3. Mix constantly to completely dissolve the powder
4. Continue stirring until it boils
5. Remove casserole from heat
6. Transfer the jelly in a tray
7. Refrigerate
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8. Cut into pieces (cubes)

9. Set aside

6.2.3.2 Palamig:

1. Pour water in a jar

2. Add the flavored water together with the gelatin
3. Mix well
4. Add ice and ready to serve

7.0 OPERATIONS PLAN

7.1 Supply, Equipment and Inventory Management
The supply will be purchased from the suppliers chosen to provide for the
business’s needs such as the ingredients mentioned from Table 6.1.2 and will be
managed by one of the business’s personnel to check for the availability to purchase or
to use the supplies, quality, and expiration dates. Equipment will also be checked and
cleaned by one the personnel to avoid sanitary errors or operational errors.

7.2 Production and Distribution

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The labor for the production of the products will be given evenly such as:

1. Cutting and mixing of ingredients

2. Cooking
3. Creation of drinks
4. Providing services
5. Cleaning
6. Cashier

The products will be sold directly to the consumers directly and will be able to do
a delivery if the customers want the business to do so but only in the locality of Bamban.

7.3 Maintenance Schedule

The business will have a scheduled maintenance four times a month to check for
some malwares in the equipment and machineries, and errors in the main venture to
avoid any further damage or cope up with the present damage and no longer prolong it.

Note: 10% of the total profit will be designated for the repairs and maintenance of the
equipment, machineries, furniture, and facilities.

8.0 ORGANIZATIONAL PLAN

8.1 Business Owners

Table 8.1 will represent the business owners’ summary of details such as the
qualifications, capital contributions and previous entrepreneurial experiences.

Table 8.1 Details about the Business Owners

Name of Major Qualifications Previous Capital

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Owners (Partners Entrepreneurial Contribution

or Shareholders) Experience

Catherine E. Good accounting Managed her ₱18,000.00

Hernandez background family’s school
supply store while
Very active and growing up.
professional in her
line of work

Andrei Martin C. Ability to make Briefly managed his ₱18,000.00

Ramos decisions on a class’s business
crucial situation during a school
festival
Quick learning and
adjustment
capabilities

Star Reynabell N. Strong interpersonal Worked part-time in ₱18,000.00

Dela Peña skills a convenience store
as a cashier
Ability to adjust
within any working
environment

Franzes Nhoelle Ability to work Opened art ₱18,000.00

Mejia under pressure commissions with
reasonable price.
Standards are met
with intricate care

Dale V. Santos Good leadership and Worked part-time in ₱18,000.00

decision-making a fast food chain
skills during his college

Partnership Agreement
1st
This is a Partnership Agreement (the “Agreement”) made on the day of January, 2018.
The Partners in this agreement are as follows:

Catherine Hernandez
Star Reynabell Dela Pena
Franzes Nhoelle Mejia
Dale Santos
Andrei Ramos

The Partners to this Agreement agree to the following:

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Name:

This Partnership will be known as Diabet-Kita (the “Partnership”)

The Partnership:

1. The Partners wish to become legal partners in business.

2. The terms and conditition of their Partnership will be outlined in this Agreement.
3. If the Agreement is executed, the Partnership will be in effect on the 7 TH day of July,
2017.
4. The Partnership will only be terminated as outlined in this Agreement.
5. The Partnership’s primary place of business will be the Metro Bamban Subdivision
Bamban, Tarlac.
6. The Partnership will be governed under the laws of the state of the Philippines.
7. The Partnership’s primary purpose is the managing and expanding of the business.

Contributions:

The Partners will make an initial contribution to the Partnership as follows:

Contributions will be submitted no later than 31st of January, 2018 , All capital
contributions are final unless all partners give written consent of withdrawal. All
contributions will be deposited into a joint capital account.

Interest and Authority:

The Partners’ ownership interest in the Partnership will be as follows:

In equal amounts or 50% each.

The Partners’ authority will be defined by the following unless otherwise stated in this
agreement:

Andrei Ramos to be Head Manager and in charge of the daily operations of the
restaurant.

The Profits will be accounted by Andrei Ramos and distributed twice a year. The
distribution dates will be the last day of June and the last day of December of each year
according to the above percentages.

Profits:

In the interest of the Partners and the Company it is agreed that 50% of net profit of
each month will be deposited into a company account and used for the distribution of
funds as stated above.

Cost:

The partnership will share cost according to the following percentages: 16%

Salary:

All Partners must give their unanimous consent if a permanent salary is to be established
and their unanimous consent for the amount of salary to be given to each Partner.
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In the interest of both Partners and the Company it is agreed that 16% of the net profit
per month be used towards the salaries of the partners. This is to be distributed evenly
by 16%.
It is an understanding that this is a starting point only and may change. The partners will
review this every six months. If for any reason an agreement can not be reached
between the Partners it is agreed that this will default too a 50/50 salary or equal
amounts.

Accounting:
- All accounts related to the Partnership including contribution and distribution
accounts will be audited.
- Partners will keep accurate and complete books for all accounts related to the
Partnership. Any Partner, whether majority or minority, will be allowed to review
all books of account at any time they request.
- Accounting records will be kept on a computer for easy viewing of the partners.
- The fiscal year will be complete on December 31st of each year. All Partners will
present their position on the state of the Partnership within two weeks of the
completion of each fiscal year.
The following partners will be able to sign check from any joint Partner account:
Catherine Hernandez, Star Reynabell Dela Pena, Franzes Nhoelle Mejia, Dale Santos,
Andrei Ramos.
-

New Partners:

The Partnership will amend this agreement to include new partners upon the written and
unanimous vote of all Partners.

Withdrawal or Death:

The Partners hereby reserve the right to withdraw from the Partnership at any time.
Should a Partner withdraw from the Partnership because of choice or death, the
remaining Partners will have the option to buy out the remaining shares of the
Partnership. Should the Partners agree to buy out the shares, the shares will be bought
in equal amounts by all Partners. The Partners agree to hire an outside firm to assess
the value of the remaining shares. The Partners will have thirty (30) days to decide if
they want to buy the remaining shares together and disperse them equally. If all
Partners do not agree to buy the shares, individual Partners will then have the right to
buy the shares individually. If more than one Partner requests to buy the remaining
shares, the shares will be split equally among those Partners wishing to purchase the
shares. Should all Partners agree by unanimous vote, the Partnership may choose to
allow a non-Partner to buy the shares thereby replacing the previous Partner.

If no individual Partner(s) finalize a purchase agreement by thirty (30) days, the

Partnership will be dissolved.

The name of the Partnership may be amended upon the written and unanimous vote of
all Partners if a Partner is successfully bought out.

Dissolution:

Should the Partnership be dissolved by majority vote, the Partnership will be liquidated,
and the debts will be paid. All remaining funds after debts have been paid will be
distributed based on the percentage of ownership interest outlined in this Agreement.
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Amendments:

- Amendments may be made hereto upon the unanimous and written consent of all
Partners.
- Amendments must expressly written and have the original signatures of all
Partners.

Settling Disputes:

All Partners agree to enter into mediation before filing suit against any other Partner or
the Partnership for any dispute arising from this agreement or Partnership. Partners
agree to attend one session of mediation before filing suit. If any Partner does not attend
mediation, or the dispute is not settled after one session of mediation, the Partners are
free to file suit. Any law suits will be under the jurisdiction of the state of the Philippines

All Partners signed hereto agree to the above stated Agreement.

Signed this ____________day of ___________, 2018

Signed this ____________day of ___________, 2018

Signed this ____________day of ___________, 2018

Signed this ____________day of ___________, 2018

Signed this ____________day of ___________, 2018

Signed this ____________day of ___________, 2018

8.2 The Management Team

Andrei Martin C. Ramos

President of the Diabet-kita

The president is an employee who is the leader or head of a business, organization,

agency, institution, union, university, government, or branch of government. President is
also a job title used to designate the leader of portions or divisions of organizations that
report to an overall organization.

 Make sure that decisions the organization needs are well-thought out and timely.
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 Formulates and implements the strategic plan that guides the direction of the
business. Also uses the input of employees at every level of the organization to
develop the strategic plan.
 Maintains awareness of both the external and internal competitive landscape,
opportunities for expansion, customers, markets, new industry developments and
standards, and so forth.

Catherine E. Hernandez
HR Manager of Diabet-kita.

HR managers can perform a variety of tasks in fulfilling their main responsibility, which is
leading an organization’s HR programs and policies as they apply to employee relations,
compensation, benefits, safety, performance and staffing levels. Supporting the
company’s strategic goals may help drive the HR manager’s design, planning and
implementation of these programs and policies.

 Manages, creates, implements and supervises policies/regulations of the

business.
 Properly manages the clock-in/out time for workers to avoid late arrivals and
track overtimes and half-days.
 Carries out an induction for every new hire, especially for future part-timers, and
gives them an orientation regarding the business policies and rules.
 Maintains transparency and provide fellow employees with information when
asked.

Star Reynabell N. Dela Peña

Sales and Marketing Manager of Diabet-kita.

The director of sales and marketing position is responsible for planning and
implementing sales, marketing and product development programs, both short and long
range, targeted toward existing and new markets by performing the following duties
personally or through subordinates.

 Develops and manages sales/marketing operating budgets.

 Plans and oversees advertising and promotion activities including print, online,
electronic media, and direct mail.
 Establishes and maintains relationships with industry influencers and key
strategic partners.

Franzes Nhoelle Mejia

Production Manager of Diabet-kita.

As a production manager, they will be involved with the planning, coordination and
control of manufacturing processes. They will make sure goods and services are
produced efficiently and that the correct amount is produced at the right cost and level
of quality.

 Plans and organises production schedules for the manifacturing of products will be
done accordingly without further complications.
 Oversees production processes and evaluates finished products to ensure that
health and safety regulations are met.
 Organises the repair and routine maintenance of production equipment to avoid
future predicaments.
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Dale V. Santos
Purchasing Manager of Diabet-kita.

A purchasing manager buys products for organizations to use or resell. They evaluate
suppliers, negotiate contracts, review product quality, and often supervise purchasing
agents and buyers. In smaller companies, the purchasing manager may also act as the
agent or buyer.

 Evaluates suppliers based on price, quality, and delivery speed,

 Interviews vendors and visit suppliers' plants and distribution centres to examine
and learn about products, services, and prices.
 Attends meetings, trade shows, and conferences to learn about new industry
trends and make contacts with suppliers.
 Analyses price proposals, financial reports, and other information to determine
reasonable prices.

The chart below shows the position of the management team from the highest or
the President/CEO to the different fields of work (Production team, Sales and Marketing
Team, and Administrative Assitant)
9.0 FINANCIAL PLAN

9.1 Sales Forecast

Important Assumptions

Gain The business will be gaining a 20% more

profit every month

Cost of Goods Sold It will be a small percentage of Sales

every month (25% of sales).

Project Units and Sales
Units and Sales will be gaining 20% each
month but it will temporarily pause by the
months of July to September to simulate
an unfortunate event (ex. Shortage, Lack
of customers, Storms) and also applicable
to the month of December.

9.1.1 Chart: Sales Forecast (Graham Balls ₱5.00)

 9.1.2 Chart: Sales Forecast (Ham and Cheese ₱15.00)

9.1.3 Chart: Sales Forecast (Plain Waffle ₱10.00)

9.1.4 Chart: Sales Forecast (Waffles with Chocolate ₱15.00)

9.1.5 Chart: Sales Forecast (Waffles with Chocolate and Banana ₱20.00)

9.1.6 Chart: Sales Forecast (Small Palamig ₱5.00)

9.1.7 Chart: Sales Forecast (Medium Palamig ₱10.00)

9.1.8 Chart: Sales Forecast (Large Palamig ₱15.00)

9.2 Projected Income Statement
9.2.1 Chart: Projected Income Statement for the First Year (All of the Items)
9.2.2 Chart: Projected Income Statement (First 3 Years)
9.3 Breakeven Chart
 Table 9.3 Diabet-Kita Cash Flow Projections

CASH FLOWS FROM

OPERATING ACTIVITIES

Net Income ₱314,164

Add Back:

Depreciation ₱60,000

Increase in trade and other (₱10,000)

receivables

Decrease in trade and other ₱20,000 ₱70,000

payables

Net Cash generated by ₱384,164

operating activities

CASH FLOWS FROM

INVESTING ACTIVITIES

Purchase of Property and (₱72,000)

Equipment

Net Cash generated in (₱72,000)

Investing Activities

CASH FLOWS FROM

FINANCING ACTIVITIES

Long-term loan from bank ₱100,000

Investments of Partners ₱100,000

Withdrawal of Partners (₱50,000)

Net Cash generated by ₱150,000

Financing Activities

Net Increase in Cash and Cash ₱462,164

Equivalent

Cash, January 01, 2018 ₱100,000

Cash, December 31, 2018 ₱562,164

Table 9.4 Diabet-Kita Balance Sheet as of the end of first year

 ASSETS

Current Assets

Cash ₱520,164

Accounts Receivables ₱42,000

Inventories ₱36,000

Total current assets ₱598,164

Fixed Assets

Property and Equipment ₱72,000

Less: Depreciation ₱60,000

Total fixed assets ₱132,000

Total Assets ₱730,164

LIABILITIES AND
OWNER’S EQUITY

Current Liabilities

Accounts Payable ₱100,000

Accrued Expenses ₱130,000

Total current liabilities ₱230,000

Long-term liabilities

Long-term debt ₱100,000

Total long-term liabilities ₱100,000

Partners’ Equity

Retained Earning ₱400,164

Total partners’ equity ₱400,164

Total Liabilities and

₱730,164
Partners’ Equity

10.0 TIMETABLE

Table 4
2018 Task

August 13- 15  Formal registration of business

 Mayor’s Permit
(Sanitary, Fire, Barangay)
 DTI
 BIR
August 16- 18, 20- 24  Renovation of the venue

August 27 – 29  Completion of product or service

design, and prototypes
August 30 – September 4  Hiring of initial personnel

September 5 – 7  Agreements with the suppliers and

distributors
September 10 -15  Actual production
 Test marketing stage
September 17 – 19  Receipt of initial orders

September 20- 21  Initial sales and deliveries

September 22 – onwards  Evaluation of the business

 Improvement of the business plan (if
needed)
 Innovations (If threats become more
competitive or if needed)

11.0 SURVEY

INFORMATIVE QUESTIONNAIRE

1. Gender – a. Male b. Female c. Others

 2. Marital Status – a. Married b. Single

3. Age – a. 7-12 b. 13 – 20 c. 21 and above

4. Occupation – a. Student b. Worker c. None

QUESTIONNAIRE

1. Which do you prefer for foods that are sweet?

a. Waffles
b. Pancakes
2. Would you like some savory food before eating something sweet?
a. Yes
b. No
3. What temperature would you like your drink to be?
a. Hot
b. Cold
4. What taste would you likely prefer for your drink?
a. Sweet
b. Bitter-Sweet (like coffee)
5. Will the ventilation of a business affect your satisfaction?
a. Yes
b. No
6. Do you usually eat snacks when you have your leisure time?
a. Yes
b. No
7. Would you like some entertainment while eating?
a. Yes
b. No
8. What source of entertainment would you prefer?
a. TV
b. Music

Table 9.1.1 Projected Units and Projected Sales of Graham Balls

GRAHAM BALLS (5.00)

PROJECTED SALES PROJECTED SALES

MONTH
(UNITS) (PESOS)

January 450 ₱2,250

February 540 ₱2,700

March 648 ₱3,240

April 778 ₱3,890

May 934 ₱4,670

June 1,121 ₱5,605

July 1,345 ₱6,725

August 1,345 ₱6,725

September 1,345 ₱6,725

October 1,614 ₱8,070

November 1,937 ₱9,685

December 1,704 ₱8,520

TOTAL 13,761 ₱68,805

Table 9.1.2 Projected Units and Projected Sales of Ham and Cheese Sandwich

HAM AND CHEESE (15.00)

PROJECTED SALES PROJECTED SALES

MONTH
(UNITS) (PESOS)

January 300 ₱4,500

February 360 ₱5,400

March 432 ₱6,480

April 518 ₱7,770

May 622 ₱9,330

June 746 ₱11,190

July 895 ₱13,425

August 895 ₱13,425

September 895 ₱13,425

October 1,074 ₱16,110

November 1,289 ₱19,335

December 1,547 ₱23,205

TOTAL 9,573 ₱143,595

 Table 9.1.3 Projected Units and Projected Sales of Waffle (Plain)

WAFFLE PLAIN (10.00)

PROJECTED SALES PROJECTED SALES

MONTH
(UNITS) (PESOS)

January 450 ₱4,500

February 540 ₱5,400

March 648 ₱6,480

April 778 ₱7,780

May 934 ₱9,340

June 1,121 ₱11,210

July 1,345 ₱13,450

August 1,345 ₱13,450

September 1,345 ₱13,450

October 1,614 ₱16,140

November 1,937 ₱19,370

December 1,704 ₱17,040

TOTAL 13,761 ₱137,610

Table 9.1.4 Projected Units and Projected Sales of Waffle(Chocolate)

WAFFLE WITH CHOCOLATE (15.00)

PROJECTED SALES PROJECTED SALES

MONTH
(UNITS) (PESOS)

January 300 ₱4,500

February 360 ₱5,400

March 432 ₱6,480

April 518 ₱7,770

May 622 ₱9,330

June 746 ₱11,190

July 895 ₱13,425

August 895 ₱13,425

September 895 ₱13,425

October 1,074 ₱16,110

November 1,289 ₱19,335

December 1,547 ₱23,205

TOTAL 9,573 ₱143,595

Table 9.1.5 Projected Units and Projected Sales of Waffle(Chocolate and Banana)

WAFFLE WITH CHOCOLATE AND BANANA (20.00)

PROJECTED SALES PROJECTED SALES

MONTH
(UNITS) (PESOS)

January 240 ₱4,800

February 288 ₱5,760

March 346 ₱6,920

April 415 ₱8,300

May 498 ₱9,960

June 598 ₱11,960

July 716 ₱14,320

August 716 ₱14,320

September 716 ₱14,320

October 862 ₱17,240

November 1,034 ₱20,680

December 1,241 ₱24,820

TOTAL 7,670 ₱153,400

Table 9.1.6 Projected Units and Projected Sales of Palamig(Small)

PALAMIG SMALL (5.00)

PROJECTED SALES PROJECTED SALES

MONTH
(UNITS) (PESOS)

January 450 ₱2,250

February 540 ₱2,700

March 648 ₱3,240

April 778 ₱3,890

May 934 ₱4,670

June 1,121 ₱5,605

July 1,345 ₱6,725

August 1,345 ₱6,725

September 1,345 ₱6,725

October 1,614 ₱8,070

November 1,937 ₱9,685

December 1,704 ₱8,520

TOTAL 13,761 ₱68,805

Table 9.1.7 Projected Units and Projected Sales of Palamig(Medium)

PALAMIG MEDIUM (10.00)

PROJECTED SALES PROJECTED SALES

MONTH
(UNITS) (PESOS)

January 300 ₱3,000

February 360 ₱3,600

March 432 ₱4,320

April 518 ₱5,180

May 622 ₱6,220

June 746 ₱7,460

July 895 ₱8,950

August 895 ₱8,950

September 895 ₱8,950

October 1,074 ₱10,740

November 1,289 ₱12,890

December 1,547 ₱15,470

TOTAL 9,573 ₱95,730

 Table 9.1.8 Projected Units and Projected Sales of Palamig(Large)

PALAMIG LARGE (15.00)

PROJECTED SALES PROJECTED SALES

MONTH
(UNITS) (PESOS)

January 360 ₱5,400

February 432 ₱6,480

March 518 ₱7,770

April 622 ₱9,330

May 746 ₱11,190

June 895 ₱13,425

July 1,074 ₱16,110

August 1,074 ₱16,110

September 1,074 ₱16,110

October 1,289 ₱19,335

November 1,556 ₱23,340

December 1,867 ₱28,005

TOTAL 11,507 ₱172,605

Table 9.2.1 Projected Income Statement of Diabet-Kita for the first year (All Items)
Table 9.2.1.1 Projected Income Statement of Graham Balls for the first year
Table 9.2.1.2 Projected Income Statement of Ham and Cheese for the first year
Table 9.2.1.3 Projected Income Statement of Plain Waffles for the first year
Table 9.2.1.4 Projected Income Statement of Waffles with Chocolate for the first year
Table 9.2.1.5 Projected Income Statement of Waffles with ChocoBanana for the first year
Table 9.2.1.6 Projected Income Statement of Palamig (Small) for the first year
Table 9.2.1.7 Projected Income Statement of Palamig (Medium) for the first year
Table 9.2.1.8 Projected Income Statement of Palamig (Larger) for the first year
 Table 9.2.2 Projected Income Statement of Diabet-Kita for the first three years

Year 1 % Year 2 % Year 3 %

Sales ₱997,037 100 ₱1,196,444 100 1,435,733 100

Less: Cost of 358,933 25

₱249,259 25 ₱299,111 25
Goods Sold

Gross Margin ₱747,778 75 ₱897,333 75 1,076,800 75

Operating
Expense

Salaries ₱180,000 18.05 ₱180,000 15.04 180,000 12.54

Rent ₱42,000 4.21 ₱42,000 3.51 42,000 2.93

Utilities ₱40,500 4.06 ₱48,600 4.06 58,320 4.06

Sales Expense ₱180,000 18.05 ₱216,000 18.05 259,200 18.05

Insurance ₱24,000 2.41 ₱24,000 2.01 24,000 1.67

Depreciation ₱60,000 6.02 ₱60,000 5.01 60,000 4.18

Total 623,520 43.43

Operating ₱526,500 52.81 ₱570,600 47.69
Expense

Net 453,280 31.57

₱221,278 22.19 ₱326,733 27.31
Profit/Loss

CATHERINE E. HERNANDEZ
Blk. 92 Lot 12 Lourdes, Dapdap, Bamban, Tarlac
 Cathcathh26@gmail.com

OBJECTIVE

To be employed in any progressive and stable company where I can make full use of my
knowledge and skills, for my growth and advancement, also to share my knowledge to my students.

Q UALI FI CAT I O N S

- Patience, dedication and hardworking

- Certified Public Accountant

WORK HISTORY

June 2014 – August 2018: Student Assistant at UNIVERSITY OF THE PHILIPPINES

 Assisting some professors (paper works)

Sept. 2017 – Sept. 2018: Auditor at FONTANA LEISURE PARK AND HOTEL
 Managing the money of the whole company

E D U CAT I O N

Tertiary: University of the Philippines

Course: Bachelor of Science in Accountancy

Secondary: SME-AG Global School Inc.

Primary: Bamban Christian Academy

PE R SO NAL DATA

Nickname : Cath
Age : 23 years old
Height : 5’1 ft.
Weight : 176.37 lbs.
Birthdate : May 26, 1995
Marital Status : Single
Nationality : Filipino
Religion : Roman Catholic

REFERENCES

1. Jeydon Lopez – Auditor at PAGCOR (Philippine Amusement and Gaming

Corporation)
Contact No. 09088882235

2. Deib Lohr Enrile – Manager at Widus Hotel And Casino Park

Contact No. 09999822438

I hereby certify that the above information is true and correct with the best of my knowledge
and belief.

Star Reynabell N. Dela Peña

Blk. 93 Lot 3 Lourdes Dapdap,Bamban,

Tarlac, Philippines

Mobile # +639295726060

E-mail: star.reynabell.b@gmail.com

Career Objectives

 Seeking a marketing manager position offering ability to drive profit

through strategic marketing plans and brand awareness.
 To apply my 4 years of marketing expertise in a marketing manager
role, bringing ability to define and deliver programs for improved
marketing operations.

Personal Information

Full name: Star Reynabell N. Dela Peña

Gender: Female

Nationality: Filipino

Language: Tagalog, English

Date of Birth: April 08, 2001

Marital Status: Single

Religion: Iglesia Ni Cristo

Height: 5’4

Weight: 47 kg.

Skills
• Strong writing skills, with experience in generating engaging content that
successfully drives conversions
• Analytical knowledge and the ability to accurately assess and respond to customer
engagement trends
• Leadership, communication, and conflict resolution skills that promote team
collaboration

Work Experience

Marketing Manager | Computer Co.

2022 – 2023

• Oversaw affiliate program and increased revenue through affiliates by 250 percent over two
years
• Launched the viral Dancing Cat campaign, which generated an average of $300,000 in daily
sales for related product lines
• Increased conversion rates 20 percent with influencer marketing campaigns

Assistant Marketing Manager | Tech Corp.

2023 – 2026

• Monitored sales trends and generated detailed reports for department heads
• Increased international sales by 40 percent over 12 months through targeted content marketing
campaigns
• Oversaw social media marketing campaigns

Trainings/Seminars

 Risk Management Seminar

February 27, 2015 – March 27, 2015
AIM Conference Center
Makati City, Philippines

License/ Certification

Marketing Administration Examination of the Philippines

o Professional License No.: 0408001

Educational Attainments
Tertiary Tarlac State University

SY 2018-2022

Secondary Bamban Christian Academy

SY 2013-2014

Dallidagum Inc.

SY 2014-2015

SMEAG Global School Inc.

SY 2015-2019

Primary San Pedro Elementary School

SY 2007-2013

Character References

Park Jimin, CPA

Senior Accountant

BigHit Entertainment, Seoul Korea

Tel. No. (048) 100-10-10/ 09100410048

I hereby certify that above-mentioned information are true and correct to the best of my
knowledge and beliefs.

Star Reynabell N. Dela Pena

Applicant

_____________________
Franzes
About:
Nhoelle Mejia
Creative, hardworking freelance artist who stands out for her
Graphic Designer broadened skilset. I’ve got a unique mix of creativity, time management,
problem solving, and technical skill, proven by 5+ years of experience.
Excellent communicator, quick to grasp the bigger picture.

ㅡ
Contact Objective:
Phone: +639425432656 Seeking for a chance to find out additional and enhance more skills,
specifically within the fields of Graphic Design.
Email: fn.mejia25@gmail.com

Art Blog: fn-mejia.tumblr.com

ㅡ
Personal Info TARGET ON! Novel Series / Illustrator
January 2012 - March 2018, Miyazaki Prefecture, Japan
● Responsible for character, background, and concept designs.
Age: 26 years old ● In charged for the monthly changes of book cover.

Kyoto Studios/ Visual Effects Artist

June 2016- December 2016, Kyoto, Japan
Gender: Female
● Created amazing pitch presentations for clients.
● Developed conceptual solutions that support client strategies.
● Own technical and aesthetic qualities of each project.
Blood Type: O
Tokyo Animation / Freelance Animator
March 2013 - May 2015, Tokyo, Japan

Height: 158 cm (5’2.5”) ● Finished 5 successful series with the animation team.
● Successfully launched 3 movie adaptions with team.

Weight: 46 kg (101.4 lbs)

Date of Birth: September 25, 1992

Place of Birth: Mabalacat City

Nationality: Filipino
ㅡ
Education Tarlac State University / Bachelor Degree of Arts and Sciences
June 2009 - January 2013, Tarlac, Philippines

SMEAG Global School / 9th-12th Grade

June 2005 - April 2009, Bamban Tarlac, Philippines

Sto. Nino Academy / 7th-8th Grade

June 2003 - March 2005, Bamban Tarlac, Philippines

ㅡ
Achievements Essay Writing Competition / Defending Champion
January 2006 - January 2009, SMEAG Global School Inc.

Editorial Cartooning Competition / Ranked within Top 10

September 2003 - September 2004, Sto. Nino Academy

Published Novel / Online Bestseller

June 2016 - March 2018, TARGET ON! Novel Series

ㅡ
Advantages ● Ability to adjust within a given environment in a short period of time.
● Accurate execution of planned designs.
● Ability to work comfortably in an unfamiliar environment.
● Creativity and self-criticism result to multiple different outputs of a
single idea.
● Outputs are surely to be completed before the scheduled deadline.
● Willing to make changes of said designs if standards are not
encountered.
● Ability to work under pressure.

ㅡ
Character References Mr. Naoki Yamazaki Ms. Miharu Hagiwara
Writer of TARGET ON! Former Colleague in Animation
Miyazaki Prefecture Japan Tokyo, Japan
+81-123-25-200 +81-343-53-231

ㅡ
“ I hereby certify that the above information is true and correct to the best of my
knowledge and abilities.”

Ms. Franzes Nhoelle Mejia

Applicant

Ramos, Andrei Martin C.

Metro Bamban BLK 11 LOT 33 Subdivision, Anupul,

Bamban, Tarlac, Philippines

Contact No: +639452751458

E-mail: doctor.ramos.andrei@gmail.com

Objectives:

To expand academic knowledge and acquire learning and working experiences as well as
to be an asset and to contribute for the success of the company are my goals and also
promote ethics in working and professionalism.

Personal Information:

Date of Birth : September 15, 2000

Status : Single

Gender : Male

Height : 168 cm

Weight : 56kg

Citizenship : Filipino

Language : Filipino and English

Work History:

Angeles University Foundation Medical Center

 Manuel Roxas St., Angeles, 2009, Pampanga, Philippines

 Worked for 2 years as a Diabetologist

 Had 150 patients whom are now understand diabetes and
how to cope up with it
 Researched about numerous lifestyle which is suited for
individuals whom have diabetes

Educational background:

College : Angeles University Foundation

Manuel Roxas St., Angeles, 2009, Pampanga, Philippines

Bachelor of Science in Pharmacy

Bachelor of Science in Diabetes Science

Secondary : Capas Chritian High School

0072-A MacArthur Highway, Cutcut 1st Capas,

Tarlac, Philippines

Academic Ranking in 7th Grade 2013-2014

(Rank 3/Bronze)

Academic Ranking in 8th Grade 2014-2015

(Rank 2/Silver)

2013.06-2015.04

SMEAG Global School Inc.

Sitio Macapul, Bamban Tarlac, Philippines

Academic Ranking in 9th Grade 2015-2016

(Rank 1/Gold)

Academic Ranking in 10th Grade 2016-2017

(Rank 1/Valedictorian/Gold)

Academic Ranking in 11th Grade 1st Semester

(Rank 1/Gold)
 Academic Ranking in 11th Grade 2nd Semester

(Rank 1/Gold)

Student Council Member in SMEAG (President)

Model Student for the Month of June (2017)

2015.06-2019.04

Primary : Escola Dom Joao Paulino

Av. De Carlos de Maia, Macau

Academic Ranking in 1st Grade 2007-2008

(Rank 3/Bronze)

Academic Ranking in 2nd Grade 2008-2009

(Rank 3/Bronze)

2007.09 – 2010.0

Pepe and Pilar Ecumenical School

163 Campo Street, San Nicolas, Bamban, 2317,

Tarlac, Philippines

Academic Ranking in 4th Grade 2010-2011

(Rank 1/ Gold)

Academic Ranking in 5th Grade 2011-2012

(Rank 1/ Gold)

Academic Ranking in 6th Grade 2012-2013

(Rank 1/Valedictorian/Gold)

2006.03-2012.02

Projects Developed:

Author of:

“How to Cope Up and Understand Type 1 and Type 2 Diabetes”

 Sold over 50,000 copies nationwide

 Helped over 50,000 people with diabetes
Other Skills and Abilities:

 Good communication skills.

 Has strong leadership.
 Can adapt easily to change in working environment and work schedule.
 Can work with different people and environment.
 Understands patients’ individuality and differences from others.
 Separates personal life from work.
 Constantly studies diabetes and other illness to create a cure.
 Able to deliver reports, data, and other information and outputs on time.
 Can work as a Video Editor.
 Edited videos for the past 5 years.

Character References:
Jeric T. Aguilar Maricel Guevarra

Senior High School Teacher Director of GAC

SMEAG Foreign School SMEAG Foreign School Macapul

Bamban, Tarlac Macapul Bamban, Tarlac

I hereby certify that above-mentioned information are true and correct to the best of my
knowledge and beliefs.

Ramos, Andrei Martin C.

Applicant