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BUSINESS PLAN FORMAT (FEASIBILITY STUDY GUIDE)

Apr 23, '10 12:32 AM


for everyone
Category: Other
TABLE OF CONTENTS
Cover Page
Approval Sheet
Acknowledgement
List of Exhibits
List of Tables
List of Schedules

CHAPTER I EXECUTIVE SUMMARY
A. Introduction
B. Name of Company And Nature of Business
C. Company Vision / Mission Statement
D. Company Objectives
E. Feasibility Criteria
Market Aspect
Technical Aspect
Management Aspect
Financial Aspect
F. Limitations of the Project

CHAPTER II MANAGEMENT INFORMATION
A. Form Of Business Organizations
B. Pre-Operating Activities
C. Company Structure / Organization
D. Project Timetable

CHAPTER III MARKET INFORMATION
A. Industry Background
B. Demand and Supply Analysis
C. Competition Analysis
D. Company Projection
E. Marketing Program
CHAPTER IV TECHNICAL INFORMATION
A. Production / Manufacturing / Service Process
B. Production / Service Facilities
C. Sources and Cost of Raw Materials
D. Waste Disposal Program

CHAPTER V FINANCIAL INFORMATION
A. Introduction
B. Financial Assumptions
C. Financial Statements
D. Financial Analysis
CHAPTER VI SOCIAL DESIRABILITY ASPECT
Bibliography
Appendices or (Annexes, whichever just be consistent)
Appendix Description
A Securities and Exchange Registration (example only)
B Bureau of Internal Revenue Forms (example only)
C -and so on identifies the different forms needed by Your company
- .. and so on.
After you Table of Contents, start with the list of Exhibits, another page for the list of Tables, and another page for the
list of Schedules.

Start Your Chapter I Executive Summary
Notes on the Final Copy of Business Plan

Title Page (Name of Project: In partial Fulfillment Of The Requirements In [see the other sheet]
Acknowledgement (the person who assisted you in the completion of your project)
Table of Contents (refer to the other sheet) do not forget your page number.

CHAPTER I
1. EXECUTIVE SUMMARY (this contains the highlights/summary of your entire business plan; no Tables, Schedules
of Graphs under this chapter)
A. Description of the project (name of your company and the reason for the name; brand name of your product,
reason for the name, and the benefits your product can give to your target market.)
B. Objective(s) of the Company (what does your company and / or your product want to attain both short and long
range)
C. Feasibility of the project summarize your findings, like :
Market Aspect - identify and quantify your market; their location; is there shortage in supply; mention your
competitors direct, indirect or potential, if any; quantify the demand of your target market; your sales projection,
minus the table of graph.
Technical Aspect explain briefly the technical process/stages; is it easy to process the product or deliver the
service? Total cost of machines or equipment needed; is the technology available and can be taught locally? When
will you break-even in terms of volume of production?
Management Aspect type of business ownership specialization of owners; main objective or vision of your
company; location of your business; capitalization or investment or partners and /or total investment of your company;
when to start the business.
Financial mention total project cost; shoe profitability of product by return of investment (ROI), return on equity
(ROE), etc.
D. Limitations of the Project Study extent of your study; time frame.

II. MANAGEMENT of the Project (with schedules, Tables, Figures and or Exhibits)
A. Form of Business Ownership sole propriety, partnership, etc. (how much is the pre-operating cost); office
location or address; reason/s for the name of the company and / or the brand name of the product; Vision / mission of
the company; objectives of the company (short and long Range); logo and its explanation; capital contribution of
owner or each Partner; will you apply for a loan? If so, show interest payment and amortization of such; office
supplies, machines, office layout, etc.
B. Pre-Operating Activities before the start of normal business operations, discuss the different activities
(registration, BIR, survey, etc.); details of expenses incurred; etc.
C. Company structure / organization show table of organization (T.O) and under the staffing requirement, use 3-
column to identify each position and salary; job description and job specifications; provision for additional positions in
the future; schedules of different expenses (salaries and wages, SSS, PhilHealth, etc.) with the appropriate narrative
explanation. You may add your company policies, rules and regulations, etc.
D. Project Timetable different activities that will transpire when and how long will it take before project will operate.
Use Gantt chart or PERT network to summarize.

III Market Information (with Schedules, Tables, Figures and/or Exhibits)

A. Industry Background brief explanation on the industry trend (example of industry: banking, insurance, service,
food, etc.); data for the last five years are recommended.
B. Demand Analysis quantify the demand by checking appropriate Government agency (secondary data) to
determine the market size; location, characteristics (male, young, professionals, active, etc.) of your target market,
growth of market segment; show tables or charts to substantiate your data; identify the source of your data; mark and
attach your survey form as appendix or annex, if any, etc.
C. Supply Analysis identify your competitors; your competitors prices, location, distribution channel; pie chart to
shoe competitors market share; etc.
D. Competition Analysis competitors advantage/s over your product; your prices and that of your competitors; show
the gap between supply and demand; your share in the market (using pie-chart); explanation of your 5-year projected
sales (monthly the annual); etc.
E. Marketing Program - justify how you wil reach your target market by explaining your campaign what channel of
distribution will you use? Will promote your company and/or your product through advertisement, leaflets, banner, etc.
and if so attach and mark samples as exhibit. Schedule of the total cost per promotion and its equivalent annual (first
to fifth year) expense.

IV TECHNICAL INFORMATION (with schedules, Tables, figures, and/or Exhibits)
A. Product Stages/Process product description, chemical properties, each stage or process, show the cost and time
spent; explain the cost per product; etc.
B. Production/Service Facilities plant layout, arrangement of machines and equipment; the unit of each and its
depreciation cost; etc.
C. Raw Materials availability and identify the substitute materials, if any cost in acquiring such; etc.
D. Utilities expenses on the consumption of lights water, telephone, (monthly then annual)
E. Waste Disposal identify pollutants and how you will control such; govt laws.


V FINANCIAL INFORMATION (No schedules, Only Exhibits).
A. Introduction reiterate total investment and total project cost.
B. Summary of Assumptions taken from the different schedules under the different chapters of your Business plan.
C. Financial Statement s 1-5 years Income Statement, balance sheet, cash flow statement.
D. Financial Analysis liquidity/cash solvency, growth over time, return of investment, return of equity, break-even
point/sales/volume, 1st year of operation to 5th year.

VI SOCIAL DESIRABILITY STUDY effects of the project on the community, society, economy.
A. Is it beneficial to the people? Community?
B. Identify the programs for the community.

Bibliography (books, pamphlets, etc. that you have read).
Annexes (will include your registration, permits, schedule of production, etc.)

Annexes Description
A (description of annexes or appendix) page number -----
B ------and so on ----

Separate page after the enumeration of Annexes is your
List of Schedules
List of Tables.
List of Charts,
List of Exhibits of Figures

-Do not forget your page numbers
You may now start your Chapter I Project Summary. And so on.

GOOD LUCK