TITLE PAGE The Title Page should contain the following items, doubled spaced, horizontal centered, and

positioned just above the center of the page: Business Name Business Address Business Telephone Owners Name(s)

Executive Summary/Abstract
Part 1 Part 2 Part 3 Part 4 Part 5 Part 6 Part 7 Part 8 Part 9 Part 10 : : : : : : : : : : Introduction Purpose of Preparing a Business Plan Business / Company Background Background of Owners /Partners Background Management Plan Marketing Plan Operation Plan Financial Plan Conclusion/Summary Appendices

 The executive summary is a short overview of the entire business plan It provides a busy reader with

everything that needs to be known about the new ventures distinctive nature. An executive summary shouldnt exceed two single-space pages.

The main body of the business plan beings with a general description of the company. Items to include in this section: Name of the Company Nature of Business Industry profile Location of business Date of commencement : Factors in selecting the propose venture: Future prospect of the business:

: : : :

State your reason of preparing this business plan eg. :Obtainning working capital / loan (please state the amount of loan required and name of the bank involved) Business guideline To convince potential investors Planning for new product development etc.

Name of Business : Business Address : Corresspondence Address : Telephone & Fax No. : E-mail address : Form of Business Ownership : Core Business Activities : Date of Business Commencement: Date of Business Registration : Business Registration No. : Starting Capital : Name of Bank : Bank Acc. No. :

Always not tally with the 1st month of operation and first month of income/sales earned. To be save, start it on January.

Always not tally with the amount in capital (students confused between paid-up capital and own capital). Actually capital is total of paid-up capital/loan and own capital.

Name of owner/partners Identity card No. Birth Date Age Gender Owner Permanent Address Telephone No. Marital status Academic Qualifications Courses Attended Skill Experience Present Occupation Capital Contribution

: : : : : : : : : : : : : :

Just complete it as per workbook, but since it is planning stage (will start in future), so students can create fake information, but must be relevant

Introduction of Organization Mission Vision Objectives Business Address Factory /Farm Address (if related) Business Location(plan) Basic Amenities

: : : :
: : :

Mission Statement information in mission statement are as follows :Reason for business establishments Product or service offered Client or business clientele Geographic marketing area Competitive advantage of product or service offered

Vision is the framework for all strategic planning and portrays the long-term goal of the business.

The objectives of the business must support the vision and mission and invove shorter time period / have definite time frame.

Manpower planning :
Position No. of Employees

Administration employees only

Business Organisation Chart/Structure

Please make sure each post or employees are included into the chart

Job Specification
Job Specification

Position

Do not include the manpower listed in the marketing and operation department.

Salary & Remuneration

Position No. of Employees Monthly Salary (RM) EPF (RM) SOCSO (RM) Total (RM)

Director

Administrative Manager
Financial Manager

Clerk
Typist

Office Equipments and Supplies

Types of Equipment Quantity Price/Unit (RM) Total (RM)

Computer Printer Fax machine Aircond Table Chair

Must remember everything just for management do not included anything used bu y marketing or operation

Organization Expenditure
Type Cost of Fixed Asset Monthly Expenses Other Expenses (RM) (RM) (RM)

Fixed Asset Office equipment Purchase of business premise Furniture Monthly Expenses Office supplies Electricity Water Telephone Salary Socso EPF Rental Other Expenses Business registration fees Licences & permit Deposit Unexpected expenditure Insurance Total (RM)

Expenditure that occurs once a year

Product Target market Market Size Competitors

Description of product or service offered by business in detail and explain the uniqueness of it.

Target market refer to the group of customers that has similar needs and wants that can be fulfilled by business through supply of product.

It refers to the total potential purchase made by target market. Usually quoted in unit of goods sold or in RM Refer to other business that offer the same product/service, substitutes or alternative product/service. Need to determine what are their strengths and weakness

Target Market
Politeknik UITM Sekolah menengah Sekolah rendah Lain-lain

Market Share

After entrance of our business

Before Entrance Percentage of arket share Adjusted market after Entrance Percentage of market share 30 40 10 20 100%

Competitors

Business A Business B Business C Jaya Jaya Bookstores TOTAL

40 45 15 100%

Jaya Jaya Bookstores is a new established business selling stationeries, magazines, academic books for primary and secondary school, polytechnics and UITM. Besides that Jaya Jaya also giving services such as photocopying, binding and faxing. A survey showed that there are 4 primary schools around with total students of 8000. Meanwhile 2 secondary school have 6000 students, polytechnic and UITM respectively have 10000 students and others 6000 people.

Competitors

Percentage of market share 30 40

Market share (Unit) 12000 16000

Business A Business B

Business C
Jaya Jaya Bookstores TOTAL

10
20 100%

4000
8000 40000

Sales Forecast ( State in unit or RM)

Sales

Month

Unit 1 2 3 4 5 6 7 8 9 10 11 12 Total for year 1 Total for year 2 Total for year 3

RM 240,000 160,000 80,000 80,000 80,000 80,000 80,000 80,000 80,000 60,000 60,000 120,000 1,200,000 1,276,000 1,403,600

How to calculate sales forecast?

8000 x RM30 = RM240,000.00 Note: RM30 is the estimated expenditure made by each customer.

Marketing Strategy
Product Strategy

Purpose of marketing strategy is to meet the customers needs and wants and to survive in the industry and to increase business profitability.
design, quality, packaging, ease of use, product differentiation, labeling, etc.

Promotion Strategy Price Strategy

Advertising, sales promotion, personel selling, public relation and publicity

Distribution Strategy
i. ii. iii. iv.

Cost based pricing, value based pricing, competition based pricing or pricing based on external factors.

Manufacturer ---- customer Manufacturer ----- retailer ----- customer Manufacturer ------ wholesale ------ customer Manufacturer ------ wholesale ------ retailer ----- customer

Manpower planning
No. of Employees

Position

Marketing employees only

Job Specification
Position Job Specification

Salary & Remuniration

Do not include the manpower listed in the management and operation department.
EPF (RM) SOCSO (RM) Total (RM)

Position

No. of Employees

Monthly Salary (RM)

Marketing Manager Salesperson Promoter Etc

Marketing Expenditure
Type Cost of Fixed Asset Monthly Expenses Other Expenses (RM) (RM) (RM)

Fixed Asset Vehicle Signboard Furniture etc Monthly Expenses Salary Socso EPF Commission Travelling expenses etc Other Expenses Promotion Road tax Petrol & Gas Insurance etc

Total (RM)

Operational Process Process Flow Chart

Symbol Name (alias) Symbol Description

Symbol

Process / Operation Symbols Process Show a Process or action step. This is the most common symbol in both process flowcharts and business process maps. The Delay flowchart symbol depicts any waiting period that is part of a process. Delay shapes are common in process mapping. As the names states, any process step that is a Preparation process flow step, such as a set-up operation.

Delay Preparation

Branching and Control of Flow Symbols Transportation Decision When materials are transported from one point to another Indicates a question or branch in the process flow. Typically, a Decision flowchart shape is used when there are 2 options (Yes/No, No/No-Go, etc.) Activities that modify, transform or give value to the input

Operation

Storage

Commonly indicates storage of raw materials.

Manpower planning
No. of Employees

Position

Operation employees only

Job Specification
Position Job Specification

Salary & Remuniration

Do not include the manpower listed in the management and marketing department.
EPF (RM) SOCSO (RM) Total (RM)

Position

No. of Employees

Monthly Salary (RM)

Operation Manager Engineer Technician General workers Etc

Machine and equipment

Type of Equipment Price (RM) Quantity Total Amount

Note: List down name and address of supplier (machine and equipment)

No

Time of Production

Quantity of Production

1.

Daily Production

2.

Hourly Production

520 units of blouses per month/ 26 days = 20 blouses per day 20 hours/ 7 = 2.9 pieces of blouses per hour Business Hours 9.00 a.m 7.00 p.m Closed

Day Monday Friday Saturday & Sunday

No 1. 2. 3. 4.

Item

Quantity Required

Safety Stock

Price per unit

Supplier

Total Amount

Total

Before setting the layout must:Understand why layout decisions are important 2) Being able to identify the basic layout types 3) Understanding the relationship between process and layout types.
1)

1.

Develop an economical layout which will meet the requirements of:

product design and volume (product strategy) process equipment and capacity (process strategy) quality of work life (human resource strategy) building and site constraints (location strategy)

2.

to maximize :Customer satisfaction Utilization of space, equipment, & people Efficient flow of information, material, & people Employee morale & safety

Proper layout enables:

Higher utilization of space, equipment and people Improved flow of information, materials, or people Improved employee morale and safer working conditions Improved customer/client interaction Flexibility

Cashier Table Sofa

Entrance/ Exit

TOILET

MUSOLLA

DICTIONAR IES

ENTRANCE / EXIT

STORE

OFFICE
PRIMARY SCHOOL BOOK
CASHIER

PRIMARY SCHOOL BOOK GREETING CARDS MANAGEMENTS BOOKS MAGAZINES/ NEWSMPAPER

SECONDARY SCHOOL BOOKS STATIONARIES SECONDARY SCHOOL BOOKS NOVELS

TECHNICALS BOOKS
PHOTOCOPY AREA

GENERALS BOOKS

Operations Location
Some business, their operation location is seperated from their administrative location. If operational location different from the organizational location do write down the address as well as providing map to the location.

Operational Overheads
e.g: water, electricity, gas facilities as well as other basic utilities during operations

Operational budget
Type Cost of Fixed Asset Monthly Expenses Other Expenses (RM) (RM) (RM)

Fixed Asset Vehicle

machine

Furniture etc

Monthly Expenses Salary Socso EPF Utilities etc

Other Expenses Promotion Road tax Petrol & Gas Insurance etc

Total (RM)

The final section of a business plan presents a firms pro forma (or projected) financial projections. Items to include in this section: Sources and uses of funds statement. Pro forma income statements. Pro forma balance sheets. Pro forma cash flows.

Cost involved to start business / project 2. Total financing needed 3. Structure of company's capital 4. Depreciation of fixed asset 5. Loan repayment 6. Installment payment 7. Cash in business / project 8. Business performance / project
1.

RM __________________________________________________________________________

Fixed Asset Cost ( Fixed Asset Investment )

Monthly Expenses ( working capital )

Must include all costs & expenses from management, marketing, operation & financial department

Other expenses

Contigency Cost
__________________________________________________________________________ TOTAL

RM _____________________________________________________________________ Own Contribution Cash Asset (Land and Building)

External Sources Bank Loans

Bank Loans Hire purchase Others _____________________________________________________________________ TOTAL

Loan Amount Interest Rate Loan Period Method Year

0 1 2 3 4

: : : :

RM45000 Principal = Loan amount/ loan period = RM45000/5 10% = RM900 5 years Declining balance method Principal
9000 9000 9000 9000

Interest
-4500 3600 2700 1800

Total Payment
14500 12600 11700 10800

Principal Balance
45000 36000 27000 18000 9000

5 6
7 8 9 10

9000

900

9900

Interest payment = Interest rate x loan amount = 10% x RM45000 = RM4500

Type Of Asset Original Price Deposit Loan Amount Interest Rate Loan Period Method Year
0 1 2 3 4 5

: : : : : : :

Van RM25,000 RM5,000 RM20,000 8% 5 Straight line Principal

4000 4000 4000 4000 4000

Principal = Loan amount/loan period =RM20,000/5 = RM4000 Interest payment = 8% x RM20000 = RM1600

Interest
1600 1600 1600 1600 1600

Total Payment
5600 5600 5600 5600 5600

Hire Purchase Balance

20000 16000 12000 8000 4000 0

Type of Asset Cost of asset Economic life Scrap Value Method

: : : : : Annual Depreciation

Computer RM9000.00 3 years Straight line Accumulated Depreciation

Annual Depreciation = Cost of asset Economic life =9000 / 3 = 3000/ year

Year
0
1 2 3 4 5

Book Value
9000

3000 3000 3000 -

3000 6000 9000 -

6000 9000 -