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OUTLINE FOR BUSINESS PLANS FOR SMALL SCALE ENTERPRISES

1.

Name of Business

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2.

Year Established

..............................................Year Registered....

3.

Address:

......................................................................................

P.O. Box

........................................ Town ..................................

4.

Physical Address: Plot ........Road...............Kms from town centre..........

5.

Telephone ......................... Fax ......................... Email ..................

6.

Type of Business
Sole Proprietorship
Partnership
Limited Liability

7.

Owner/Shareholders
Name

Gender

Age

Education
Level

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8.

Function
in Firm

Main Business Activity


..

9.

Products and Services


Product
1
2.
3.
4.
5.
6.

Qty/Month

Sale Price

2
10. Premises/Buildings
Own

Rented

Rent Per month


If own, Estimated Value ..
11.

Existing Machinery and Tools


Item

No.

Condition

Estimated Value

Total

12.

Production Process
The following are the major production processes of the firm (e.g fabrication,
measuring, cutting, fitting, welding, grinding, painting etc)
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13. Plant Layout


Draw a simple sketch of the layout of the machinery, offices, stores of the
firm. (use back page)
14. Transport
Own transport
No transport
Most common transport used :

3
15. Management
a)

Organisation Structure e.g (Draw your own)

Owner/Manager

Foreman

Salesman

Fitters
Welders
Apprentices
b)

Management of firm, say whether these are in place or not.


Position

Owner

Employed

Manager
Accountant
Salesman/Marketing
Production Foreman

16.

Employees and Wage Bill


Employee

TOTAL

Number

Salary Per month

Total

None

4
17.

Record keeping
The company keeps the following books:
-

Cash book

Receipt book

Invoice book

Delivery book

Work Order Forms

Bank Account

Analysis Book

Ledger

Journal

18.

The company uses external auditors/accountants every .........months.

19.

Marketing
Customers
The current customers are: ..................................................................................
..........................................................................................................
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Marketing Channels
The company used the following marketing channels:
Word of mouth
Personal visits
Letter to customers
Display of products
Trade fair
Radio
Television
Newspapers
Other (Explain)
Competitors
The following are the main competitors to the firm:
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..
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20.

Profitability
Sales Revenue Per Month
Item

Qty

Unit Price

Total

TOTAL

b)

Costs Of Production

Item

Qty

Materials
Direct Labour
Overheads
(Indirect cost)
TOTAL

c)

Profit Statement

Sales
Materials
less stock
Direct Labour
Indirect Costs

NET PROFIT

Unit Cost

Total Costs

6
21.

PROBLEMS FACING THE FIRM


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22.

HOW DO YOU PROPOSE TO OVERCOME THEM?


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23.

FINANCIAL PROJECTIONS
a)

b)

Investment Requirements
Machinery

..............................................................................

Working Capital

..............................................................................

TOTAL

..............................................................................

LOAN REQUIRED
Total Loan

Shs. .....................................................................

Machinery To Be Bought From Loan


Item

Qty

Unit Cost

Total

TOTAL

Working Capital
Item

Qty

Unit Cost

Total Cost

Materials
Expenses
TOTAL

c)

Loan Repayment
Loan Amount: ................................................................
Interest Rate: p.a ( p.m)
Grace period:

......................... Months

Loan period:

.......................... Months

8
Repayment Schedule
Month

Balance on
Principal

Principal repaid

Balance at start
of month

Interest Paid

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
TOTAL

d)

Projected Sales .. Months After Obtaining Loan

Item

TOTAL

Qty

Unit Price

Total Sales

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e)

Projected Costs

Item

Qty

Materials
Direct Labour
Rent
Transport
Electricity
Taxes
Advertisement
Depreciation
TOTAL

f)

Projected Profitability
SALES
Materials
Direct Labour
Indirect Costs
PROFIT

Unit Cost

Total Costs

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g)

Projected Cash Flow

Month

Cash B/F

Loan

Sales

IN

Other
TOTAL INFLOWS

Materials

Labour

Purchase Equipment

Indirect Costs

Loan Repayment

Interest Paid

Others
TOTAL OUTFLOWS
CASH BALANCE

10

11

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