- BUSINESS PLAN WORKBOOK-

BUSINESS CONTACT DETAILS

Business Name:

Owner:

Address:

Telephone: mobile :

landline :

e-mail: (if any)

Legal Structure: Sole Proprietor  Partnership  Cooperative/ Association 

Business Description: Short description of the business you will be starting

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Proposed Start Date : ___________________

MANAGEMENT This section looks at how you will manage your business and who else will be involved

1. Why do you want to

start this business?

2. What experience
do you have of
working in this type
of business?
e.g. doing it; selling for
it, etc.

3. Who will make the

decisions on what
to spend and what
to buy?

TASK WHO WILL DO IT HOW OFTEN

4. Who will perform

  
the secretarial, BOOKEEPING
bookkeeping and Daily Weekly Monthly
sales tasks in the
business? SENDING AND PAYING BILLS
Daily  Weekly  Monthly 
TELEPHONE ANSWERING
Daily  Weekly  Monthly 
TYPING/FILING /LETTER WRITING
Daily  Weekly  Monthly 
BANKING
Daily  Weekly  Monthly 
TAX RETURNS
Daily  Weekly  Monthly 
ORDERING SUPPLIES
Daily  Weekly  Monthly 
SELLING
Daily  Weekly  Monthly 
13. How will you
ensure that you get
paid for jobs done
and get paid on
time?
14. What other type of
work can you (or
your spouse/
partner) do outside
of the business if
your business is
slow to take off?

15. Where do you want

to see your
business in one
year’s time?

16. Where do you want

to see your
business in five
year’s time?

17. What type of TYPE OF TRAINING WHO WILL DO THE TRAINING

business training
You Spouse/Partner Other
do you think you
may need during
the coming year? SALES AND MARKETING 
BOOK-KEEPING 
TAXATION 
OTHER (Specify) 
23. Business
Registration
ARE YOU REGISTERED SELF-EMPLOYED WITH REVENUE COMMISSIONERS? YES   NO

DO YOU HAVE A TAX CLEARANCE CERTIFICATE TC1? YES  NO 

IF REGISTERED PLEASE PROVIDE THE FOLLOWING DETAILS FROM THE SB1 FORM:-

Date Of Registration: Registration Number:

Type of Registration: (Please tick)

Self Employed Registration  VAT Registration  Employer Registration 

26. What accountant
will you use?
MARKETING This section looks at design of your product/service; pricing, where you will sell and how you will advertise.

1. What makes you

think there is a
demand for your
business?

2. If your business PRODUCT TYPE PRICE PER UNIT

involves making
and/or selling 1. Php Per Hour/Day/Job
products please
list the main 2. Php Per Hour/Day/Job
products and
prices. (If you 3. Php Per Hour/Day/Job
already have a
price list please 4. Php Per Hour/Day/Job
attach)
5. Php Per Hour/Day/Job

6. Php Per Hour/Day/Job

9. If your business SERVICE TYPE PRICE

involves providing
services please list 1. Php Per Hour/Day/Job
the main services
and how you will 2. Php Per Hour/Day/Job
charge. For each
state whether you 3. Php Per Hour/Day/Job
will charge per
hour, day or job. 4. Php Per Hour/Day/Job

5. Php Per Hour/Day/Job

6. Php Per Hour/Day/Job

16. What geographical

area will you cover
with the business?

17. What types of WHAT TYPE OF PEOPLE e.g. housewives, students, farmers, businesses, tradesmen etc
customer do you
expect to buy from 1. 2.
you?
3. 4.

6. How will you

advertise your
FLYERS  LETTERHEAD 
business in order
to attract your VAN SIGNAGE  PREMISES SIGNAGE  EVENT SPONSORSHIP 
customers?

LOCAL RADIO  NEWSPAPER  PRINTED WORKWEAR 

INVOICE BOOKS  TRADE SHOWS  WEBSITE 
10. What other ways
might you promote
your business?

11. What would you

stress as the best
features of your
product/ service/
business when
selling to a
customer?

12. Who are your

competitors, how
many are there and
where are they
operating?

13. What can you do to

improve your
product/service/
business to be
better than your
competitors?

FINANCE This section looks at money needed for the business, how much you will take in and how much you will pay out

A. Investment and Start-Up Costs

1. Estimate how much EQUIPMENT TRANSPORT WORKSPACE MATERIALS TOTAL

you have already
invested in the
following items Php Php Php Php Php A

3. What additional EQUIPMENT TRANSPORT PREMISES MATERIALS TOTAL

investment will be
needed? Php Php Php Php Php B

Total Investment in your Business (A+B) = Php C

4. Where will you get INVESTED (A) SAVINGS GRANTS LOANS FUTURE TOTAL
INCOME
the finance you
need for your
investment? Php Php Php Php Php Php C
B. Profit and Loss Money that will come in and go out during the first year, and the profit or loss made

1. CASH IN (Sales) HOW MANY PRODUCTS / SERVICES CAN YOU DELIVER EACH WEEK? No: A

ON AVERAGE, HOW MUCH WILL YOU GET FOR EACH PRODUCT / SERVICE? Php B

WEEKLY CASH IN = (MULTIPLY A BY B) Php C

TOTAL ANNUAL CASH IN = (MULTIPLY C BY 48 WEEKS) Php D

Cost of Sales HOW MUCH WILL YOU SPEND ON SUPPLIES? Php E

GROSS PROFIT = (SUBTRACT E FROM D) Php F

2. OVERHEADS Amount Per Year Brief Description A short note of what you are including in your figures

Part-time/Casual Wages Php

Full time staff Php

Van/Car Repayments Php

Fuel Php

Insurance + Tax Php

Maintenance + Repairs Php

ESB, Telephone, Postage Php

Hire or lease equipment Php

Rent + rates Php

Disposable Items Php (e.g Blades, drill bits etc)

Advertising Php

Other Insurances Php

Office Supplies Php

Accountant /Solicitor Fees Php

Interest + Bank Charges Php

Vehicle Wear & Tear Php

Equipment Wear & Tear Php

TOTAL OVERHEADS Php

G

3. PROFIT or LOSS Gross Profit (F) Php

Less Total Overheads (G) Php

Net Profit/loss (I) Php

How Much Wages (Drawings) Do You Need For the Year X Php
4. DRAWINGS
How Much is Your Back to Work Enterprise Allowance Y Php
(based of x approx wks @ 100%)
How much will come from the Profits (Subtract Y from X) Z Php
PRODUCTION This section looks at premises, equipment and materials needs for the business

1. Describe where
you will operate
your business
from. Will you
have separate
business premises
or will you operate
from home/back of
a van etc.?

2. How suitable are

the premises and
do they need any
extension or
modification?

3. Which of the
following licences
PLANNING PERMISSION  HEALTH & SAFETY CERT  SAFE PASS CERT 
or permits will you
require to operate C2 CERTIFICATE  HASSOP (Food Business)  INSURANCE 
your business?

DRIVING LICENSES  Classes

6. List the main tools EQUIPMENT 1. 2. 3.

and Equipment,
Transport; 5. 6. 7.
Premises and
9. 10. 11.
Materials you will
require for start-up.
13. 14. 15.

MATERIALS 1. 2. 3.

TRANSPORT CAR  VAN/TRUCK  TRAILER 

PREMISES WORKSHOP  OFFICE  HOME BASED 
6. What different TYPE OF MATERIALS SUPPLIER LOCATION
materials will you
require for your
business and who
and where are
your suppliers?

Have you secured trade discounts with any of the above YES  NO  % Agreed

11. Where will you get

additional labour
as needed or
specialist skills as
required?