BUSINESS PLAN OUTLINE

BUSINESS PLAN FORMAT

• EXECUTIVE SUMMARY
Management, Marketing, Production, and
Financial Highlights; Socio-Economic
Contributions and Conclusions to Feasibility

• PROJECT BACKGROUND
Type of Business; Project Proponents, Nature,
Name, Location, Product/Services,
Capitalization
 BUSINESS PLAN FORMAT
I. ORGANIZATIONAL& PERSONNEL PLAN
Legal Form of Business;
Organizational Structure; Qualifications of
Officers
Job Descriptions/Duties and Responsibilities
 BUSINESS PLAN FORMAT
II. MARKETING PLAN
Product/Service to sell;
SWOT ANALYSIS
COMPETITORS ANALYSIS
Target Market: Area Coverage,
Consumer/Customer;
Demand and Supply Analysis: total potential
demand, present supplier competition;
 BUSINESS PLAN FORMAT
II. MARKETING PLAN
Projected Sales: Per month, In Volume and in
Pesos;
Marketing Program/Strategies: Practices of
Competitors, Own Marketing
Program/Strategies; Marketing/Selling
Expenses)
 BUSINESS PLAN FORMAT
III. PRODUCTION/OPERATIONS PLAN
Technical Production Description;
Production/ Operations Duration (step by step
procedure, duration per step per batch, labor
and machine requirement per step);
Production Schedule (monthly schedule);
 BUSINESS PLAN FORMAT
III. PRODUCTION/OPERATIONS PLAN
Labor requirement; Machinery/Equipment
requirement;
Raw Materials requirement; Plant/factory
location; plant layout; waste disposal system;
quality control system; production cost (total
and per unit))
 BUSINESS PLAN FORMAT
IV. FINANCIAL PLAN
Total Project Cost; Sources of Financing;
Projected Financial Statement (Projected Cash
Flow; Projected Income Statement; Projected
balance Sheet);
Profitability Indices (ROI; Payback Period; Net
Income: Sales ratio; Breakeven Point);
 BUSINESS PLAN FORMAT
IV. FINANCIAL PLAN
List of Assumptions Used; Schedules (Projected
Sales; Projected Sales Volume; Fixed Capital
Investment, Projected Cost of
Production/Operation; Projected Cost of Goods
Sold; Schedule of Material Purchases; Projected
Administrative and selling Expenses)
 BUSINESS PLAN FORMAT
V. SOCIO-ECONOMIC FEASIBILITY
Project Employees, the Government, Other
Beneficiaries
 BUSINESS PLAN FORMAT
VI. CURRICULUM VITAE
VII.APPENDICES