Created By: Courtney Shields

Summary Statement
SIPS will be located in Rexburg, Idaho as a dine-in and drive through soda shop. SIPS will be a
place where students and other community members come to hang out, go on dates, or come
through our drive-thru to get an amazing product on their way to where they are going. Started
by Courtney Shields she always dreamed of owning her own business. She has a passion for
making others happy, putting on events, and being her own boss. Courtney loves how soda
shops have risen in popularity over the past few years and is excited to have her own business
in an area of the food industry that she really loves and connects with.
SIPS mission statement is to provide an experience for their customers as they enjoy their high-
quality products. Courtney strongly believes that superior customer service and creating a
positive memory of her business with her customers is key. This is what will keep them coming
back for more and more along with serving high quality products.
Courtney participated in a culinary pathway throughout high school leading her to attend a
nationally accredited culinary school her senior year of high school. Her various passions
including her love for food service lead her to her Bachelor’s Degree in Family Consumer
Science Education at BYU-Idaho. Courtney has taken advanced classes and is prepared to enter
the food business industry for herself and has full confidence in herself.
SIPS is opening its first location in Rexburg Idaho. We plan to reach the market of the college
students, and other community members but will mostly be focusing on the college as our main
target market. Yes there are other soda shops in Rexburg but we believe we can tap the market
by advertising to college students, having them experience SIPS and have a great customer
service and overall experience at our location.
SIPS has big goals and dreams. SIPS hopes to be debt free within the first two years of service.
They also hope to have high traffic of customers and gain new customers each semester. SIPS
has a dream to open more locations in the surrounding areas and maybe even different parts of
the state, and possibly even other states. SIPS firmly believes if you want something in life you
have to go out and make it happen.
 Market Analysis: Defining Your Niche
According to World Population Review. Com Rexburg Idaho’s estimated population in 2019 is:
28,337. “The overall median age is 23.3 years, 24.1 years for males, and 22.3 years for females.
For every 100 females there are 98.0 males. The median income for households in Rexburg,
Idaho is $26,341, while the mean household income is $41,913.” (World Population Review)
According to BYU-Idaho the total Winter 2019 enrollment is 19,235 students. (BYU-Idaho) That
means that approximately 68% of Rexburg’s total population is college students.
Based off of this information we know that our age market is around 22-24 years old. We also
know that there are just about the same number of boys and girls and so to market to both of
them equally. Also, Rexburg households don’t earn a ton of money so our products need to be
in the right price point.
We believe that our service would be beneficial to the area because there aren’t a ton of places
for college students to hangout in Rexburg since it is a small town. Students would enjoy
spending time at our SIPS store and make meaningful memories there. Also, our store could
provide employment opportunities to the community. We also cater events which there are a
lot of in Rexburg, graduation parties, community events, weddings, birthdays and so on.
Competitors
Below is a list of our main competitors. We would contact them and ask the following
questions: What volume did you do in business last year? The biggest problem that you face
over the years and how do you fix it? What are your price margins? What are your most
popular items?
Soda Vine, Great Scotts (two locations), Sonic
We will also run a market study targeting college students asking the following questions:
Do you purchase your soda at a local establishment? Where?
How many times a week to you grab a soda?
Do you ever purchase another item at these establishments besides soda? If so what?
What is the most important thing to you in an establishment: interior, customer service, high
quality product, price? variety of products?
How likely would you be to try a new soda establishment?
What would an establishment need to do to have your continued business?
 Organizational Charts and Staffing

General
Manager &
Owner

Store Catering
Manager Manager

Crew
Members

Duties of each member:

General Manager and Owner: Oversees all business operations, budgeting, orders, payroll,
payments, hiring, etc.
Store Manager: Manages the store including crew members, scheduling, store operations,
supply orders, and store advertising.
Catering Manager: Oversees and manages all catering events including, meeting customer’s
needs, ordering supplies for events, coordinating crew members schedules, booking events,
advertising our catering services and execution of catering events.
Crew Members: In charge of fulling customers’ orders, exhibiting great customer service,
regular store maintenance and cleaning, and advertising.
We plan to use college students preferably who have experience in the food service industry,
catering, customer service, and marketing, or at least some of those areas. We will give our
employees a job description and let them know their responsibilities and expectations at all
times whether they are at the store or working an event. We plan on correctly training our
employees on proper food service and sanitations (if they don’t already possess it), customer
service, working special events, and anything else we see fit. Good, reliable, and hardworking
employees are of the greatest importance to us.
 Application for Employment
Position you are applying for: Date:

Name: Telephone:
Work History:

Date: Position: Duties: Reference

Experience:

What experience do you have in the food industry?

What experience do you have in customer service?

What experience do you have in social media marketing?

Availability:

What is your daily availability Monday-Saturday? Assuming we open at 11 and close at 11?

Why do you think that you would be a great employee of SIPS?

Describe yourself in a short paragraph-
 Catering Staff Sheet
Event Date:______________________ Name of event:_____________________

Date: Employee Job Description: Time in/ out Rate per hour:
Name:

Responsibilities:

Date: Employee Job Description: Time in/ out Rate per hour:
Name:

Responsibilities:

Date: Employee Job Description: Time in/ out: Rate per hour:
Name:

Responsibilities:
Date: Employee Job Description: Time in/ out: Rate per hour:
Name:

Responsibilities:

Date: Employee Job Description: Time in/ out: Rate per hour:
Name:

Responsibilities:
 Catering Event Sheet
Event Date:__________ Customer’s name:_________________________
Customer’s Telephone number:_________________________
Catering event address:______________________________________________________

Food items client would like catered:

______________________________________________________________________________
______________________________________________________________________________
How many guests:_________________________________________________
Special
requests:______________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

Total cost of catering

event:_________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Deposit amount and date:
______________________________________________________________________________
 Catering Event Contract
The following event is being catered by SIPS on the day of____________________ in behalf of
____________________________. The client is agreeing to the following terms and conditions.

1. In order to secure the event, the client must sign, and date this contract, and to agree to
all the terms in the contract, and pay the following deposit of:
$______________________ being 50% of the total event. This is nonrefundable as soon
as SIPS has purchased the necessary supplies for the event. It is also nonrefundable if
the client decides to cancel the event any time after the deposit has been paid.
2. Payment plan options for the deposit and the event are available if this contract is
signed more than 14 days before the event. The following are the terms of the payment
plan if that
applies:_________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
3. If client fails to pay the deposit and the event in full (5 days prior to the event) SIPS is
not accountable for hosting the event and the event will be canceled. Again, the deposit
for this event is non-fundable.
4. The client is responsible for any damage of SIPS supplies, and tools, caused by guests
during the event. The client is not responsible for any damage caused by SIPS
employees, transport, or setup or take down of the event.
5. SIPS is not responsible for not being able to cater the event due to inclement weather or
acts of God (fire, flood, natural disaster, earthquake, etc.)
6. In the event of attorney’s fees or other costs only the costs of the event. Attorney’s fees
will be paid by the losing party.

Clients Printed Name Clients Printed Signature and Date

_________________________________ __________________________________________
SIPS Manager Name SIPS Signature and Date
_______________________________ _____________________________________________
 Kitchen Supply List
(Our cookies and pretzels will not be made in house)
Appliances:
-Soda fountain
-Refrigerator
-Popcorn machine
-Microwave
-Toaster oven
Utensils:
-drink mixer spoon
-flavor holders
-tongs
-serving spatula
-scoop
-containers for storing drink ingredients
Housekeeping:
-trash cans
-broom
-mops and buckets
-first aid box
-table cleaning supplies
-bathroom cleaning supplies
-glass cleaning supplies
-sanitizing buckets and supplies
-towels
-paper towels
Extra:
-display case
-front counter
-drive thru counter
-money box
-iPads for check out

Staples Supplies List

Non- Food Items
-cups (all sizes we carry)
-straws (large and small)
-lids (for every size cup we carry)
-paper pouches for pretzels, cookies, and popcorn
-nacho cheese cups
-logo stamp
-ink pad
-logo stickers
-punch cards

Food Items
-popcorn (kernels, salt, oil) -soda carbonation
-pretzels (from supplier) -pebble ice
-cookies (made out of house) -flavorings
-nacho cheese --add ins
-soda syrup
 Management Plan
Key Personnel:
General Manager/ Owner: Courtney Shields- Possesses strengths in food service industry, will
graduate in July 2019 with her Bachelors of Family and Consumer Science Education, Serv Safe
certification on the manager level, attending an accredited culinary school her senior year of
high school. Courtney is responsible, and dependable. She sees tasks through to completion no
matter what.
Store Manager: Looking for someone who is dependable, responsible and hard working. Willing
to go the extra mile for the company. Preferably someone who has worked in food
management before. Can work well with others and lead a team. Must have strong
communication skills. Can perform maintenance, and create inventory orders. Is dedicated to
our business and available during most business hours, and has a flexible schedule for the
business. Proficient in social media and advertising.
Catering Manager: Has experience in the foodservice, catering industry, and preferably party
planning, and managing positions. Is dedicated to our business and can be a team leader and
manager. Is reliable and dependable. Has experience working with clients and creating menus.
Can create a menu portfolio for our catering clients. Works well with others and possess strong
communication skills. Is creative and can think on their feet. Proficient in advertising for
catering business. Flexible schedule for events and meeting with clients.
Crew Members: Preferred to have food service, customer service, and advertising experience.
Must be reliable, dependable, and responsible. Must be dedicated to our company and goals.
Must have good communication skills, work well with others, and be a team player. Must have
a flexible work schedule, preferably available to work in our store and our catering events.
Excited to be a member of our crew!

Office Setup:
Our office for our owner and manager will be located in the back of our store. We will also have
a small break room for our other employees to store their personal items and to take breaks.
Obtaining a space- We would prefer to rent a space in Rexburg instead of having to invest in a
space upfront. It has to be a good location though that has high traffic and easy accessibility. If
we are not able to get that we will look into building our own space.
Licenses and food regulations-
Information about obtaining a business license in Rexburg Idaho can be found at this link:
https://www.businesslicenses.com/Licenses/ID/Madison/Rexburg-1606567420/

Food Inspection in Eastern Idaho information can be found here:

https://eiph.idaho.gov/EH/Food/foodinspectionresults.html

Idaho food protection program information can be found here:

https://healthandwelfare.idaho.gov/Health/FoodProtection/tabid/96/Default.aspx

Capital Investments: At this time SIPS has not made any capital investments. Some that SIPS is
considering though: is the purchase of a soda fountain, microwave, fridge, freezer, tables and
chairs four our dining area and other equipment for our store.

First Year Operating Agenda:

February:
-Perform surveys to college students
-Make a budget for expenses
March:
-Hire and train all employees
-Get all supplies needed for the store and catering business
-Start social media and advertising accounts
April:
-Market for grand opening
-Have grand opening event
May:
-Go to vendor events
-Work on local advertising
-Handout information to public, schools, and other organizations about our catering events
-Attend a bridal fair to market our catering services
June:
-Work on social media and advertising
-Continue to book events
-Hold a summer kick- off party
-Reach out to local schools and orgainations about sponsoring events, catering and such
July:
-Try to start booking events for the fall
-Continue to grow social media following
-Throw an end of Spring semester party
-Participate in fairs and vendor events
August:
-Evaluate our first 3 whole months of business (how are we doing?)
-Evaluate our menu, see where we can add and what we might need to take away
-Continue to grow social media and marketing
-Discuss new game plans
September:
-Hire and train new people if necessary
-Start booking holiday events and parties
-Continue to advertise and build social media following
-Throw a back to school party for the college students the first weekend of the semester
October:
-Launch fall products
-Throw a Halloween party
-Continue to work on booking holiday parties, craft fairs, and events
November:
-Focus on giving back to the community, do something special to give back
-Continue to work on social media and marketing
-Execute catering events
December:
-Execute catering events
-Throw a Christmas party for the public
-Throw end of the semester party
-Continue to build social media and marketing
January:
-Evaluate that last few months of business
-Evaluate our menu, see what we can add and what we might need to take away
-Make a new game plan going forward
-Book catering events for the spring months
-Hire for the next semester if needed
 Steps to making your business legal

(page 27, Vivaldo, How to start a home-based catering business )

Tips for a New Caterer
(Vivaldo, How to start a home-based catering business)
 Marketing Plan
Advertising and spreading the word
- Social media adds: We will run online ads for our products, promotions and catering
opportunities. Ads will be running through Facebook and Instagram
- Other adds: Run adds online through the local newspaper and in the newspaper. Maybe
see if we can have adds on local websites
- We plan to get involved with our community. We want to be a part of street fairs,
farmers markets and other events.
- We could do fundraisers for local schools or cater their events
- Contact other business owners and see if we could do events are their businesses or
cater their events for a good deal when we are starting out.
Long Term
-Continue spreading the word and doing community events
-Depending on research and if the target market shows interest incorporating a delivery service
of our products
-Build off of what we have done that has worked good in the past
-After about 3 years it might be time to look at almost “rebranding” not our name but maybe
how we market. Where is a lot of marketing taking place? Is there a newest and greatest app to
market on? Only time will tell.
Pricing and Services
-We offer great customer service
-Offer a great environment and atmosphere
-Competitive prices and services
-We cater your events
Promotions
-These will all depend once we get up and running on what we feel that we need to do and
what products sell best and what don’t and only time will tell
-Happy hour (half price drinks) -Punch cards: buy 10 sodas get one free
-Run specials at least monthly -Buy one soda get one half off
 Store Menu
Sodas:
Sizing:
16 oz $1.10, 24oz $1.40, 32oz $1.60, 44oz $1.90
Choose your flavor:
-Pepsi -Root Beer -Lemonade
-Coke -Orange -Diet Coke
-Mountain Dew -Sprite
Add in flavors: 50 cents more
-Vanilla -Mango -Orange
-Coconut -Peach -Caramel
-Raspberry -Lime
-Cherry -Strawberry
Extra Add ins:
-Fresh strawberries
-Fresh lime
-Cream
Specialty drink menu: 16 oz $1.60, 24 oz $1.90, 32oz $2.10, 44 oz $2.40 (we will
make special combinations that will have names like Court’s fav, summer time, and such. We
will also ask our customers for their favorite drink combinations to add to our specialty drink
menu.)

Sweet Treats:
Sugar Cookie $1.90
Cookie of the week $1.90
Pretzel $2.50
Pretzel Dip $.50 Popcorn $1.50
 Catering Menu
*Prices are based off store prices but depending on quantity might go down.
Feel free to choose one or more of our options below:
Soda Bar:
Create your own specialty drinks with add-ins to serve, and choose 5 flavors of soda and 5 add
ins to have on hand. (package variety can be altered to fit event) Price depends on quantity
Cookies:
Can have classic sugar cookies, or another one of our flavors of the week cookies, or both! Price
depend on quantity but will not be above store pricing.
Popcorn bar:
Whether you just need some good old buttered popcorn or a special popcorn bar we have
options for you. We offer a variety of mix-ins, and salts for our popcorn bar. Prices dependent on
quantity.
 Financial Data
Balance Sheet
Assets Liabilities

Name: Amount: Name: Amount:

Total Assets: Total Liability:

Subtract Liabilities Total Equity:

from Assets=
 Income Statement
Sales: Amount: Expenses: Amount:

Total Sales: Total Expenses:

Subtract Expenses Total Profit:

from total sales =
 Income Statement Projection
Month: Sales/ Amount: Expenses: Amount: Factors:
Income: (holidays,
slow
months, etc.)
January

February

March

April

May

June

July

August

September

October

November

December

Total Income Total

projections: Expenses
projections:
Subtract Total profit:
Expenses
and income=
 Cash Flow Statement

Cash coming in: Name: Cash going out: Name:

Total Cash Flow: Total Expenses:

Subtract Expenses Total Cash flow:

from cash flow to
see the difference
 Projections for the Future
Rexburg has had growth over the last 10 years and will continue to grow. In 2009 the
population of Rexburg was 24,809 according to the Census Bureau. And now the population is
28,337. Even though this doesn’t seem like too many new people it certainly is for Rexburg.
Rexburg is going to continue to grow as well as BYU-Idaho. As BYU-Idaho continues to grow it
will bring more college students to town and allow our business to receive new customers and
grow.
We hope that our Rexburg location will rise in popularity and be able to pay for itself in two
years. After that we want to look at using our extra profits to expand to other surrounding
areas if there is a demand for us. We hope to bring joy to the Rexburg community and provide a
high-quality service at a great price. We are also excited to expand our menu of high-quality
and yummy products. We do anticipate that in the beginning it will be tough to brand
ourselves and make ourselves known to the community. We have put in place a good
management plan and advertisement plan in order to help us accomplish this task. No one can
project the future, especially economically but this is where we would like to see the growth of
our business to go. We can’t wait to see where our business takes us and for all of the
wonderful opportunities that come from this adventure.
 Sources
Census Bureau https://www.census.gov/glossary/#term_Populationinoccupiedhousingunits
Idaho enrollment numbers released for Winter 2019. (n.d.). Retrieved from
http://www.byui.edu/newsroom/2-8-19-winter-2019-enrollment

Rexburg, I. B. (n.d.). 'Business Licenses, LLC - Licensing Simplified'. Retrieved from

https://www.businesslicenses.com/Licenses/ID/Madison/Rexburg-1606567420/

Rexburg, Idaho Population 2019. (n.d.). Retrieved from http://worldpopulationreview.com/us-

cities/rexburg-id-population/

Vivaldo, D. (2003). How to start a home-based catering business. Guilford, CT: Globe Pequot
Press.