STI COLLEGE (INSERT BRANCH NAME)

COMPANY NAME
“Tagline”

Company Logo

Business Plan Development

Presented to the Faculty of STI College (Insert branch name)
(Location)

Date of Completion

(Insert Strand)
Grade 12
STI College (Insert branch name)
(Name of group members)

(Business Address)
(Business Contact No. / E-mail Address)

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CERTIFICATION

This study entitled Name of Company prepared and submitted by All Name of
Members (Last Name, First Name M.I) in partial fulfillment of the requirements for
the strand (STRAND NAME) has been examined and recommended for Oral
Examination.

Evaluation Committee

(Entrepreneurship Subject Teacher)

Adviser
________________________________________________________________________
APPROVAL

It was approved by the Panel on Oral Examination on ___ day of ____ 2023
with the grade of _____.

Name of Panel Member

Chairman

Name Panel Member Name of Panel Member

Member Member

Accepted in partial fulfillment of the requirements for the strand (Insert Strand
Name)

____________________________________
Assistant Principal

____________________________________
Principal

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TABLE OF CONTENTS
Page
Title Page i
Certification ii
Table of Contents i
iii
Executive Summary vi
I. Organization and Management Background
1.1 Business Profile
1.1.1 Vision Statement 1
1.1.2 Mission Statement 1
1.1.3 Core Values 1
1.1.4 Name of the Company
1.1.5 Contact Information 1
1.1.6 General Business Information 1
1.2 Organizational Chart and Management Team
1.2.1 Organizational Chart
1.2.2 Management Team 1
II. Production and Operation
2.1 Product / Service Description 1
2.2 Product / Service Development Flowchart 1
2.3 Technology Consideration 1
2.4 Major Start-Up Needs 1
2.5 Business Operating Workflow 1
III. Market Dimensions
3.1 Market Analysis
3.1.1 Market Research 1
3.1.2 Market Size, Growth rate, and Trends 1
3.2 Micro and Macro Environmental Analysis
3.2.1 Customer Analysis 1
3.2.2 Competitors Analysis 1
3.2.3 PESTLE Analysis 1
3.2.4. TOWS Analysis 1

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3.3 Marketing Strategies

3.3.1 Unique Selling Proposition and Value Proposition 1
3.3.2 Pricing Strategy 1
3.3.3 Distribution Strategy 1
3.3.4 Advertising and Promotional Strategy 1
IV. Financial Plan
4.1 Capital Expenditures (Start-Up Capital) 1
4.2 Capital Contribution 1
4.3 Operating Expenditures
4.4 Income Statement 11
4.5 Payback Period 1
4.6 Return on Investment 1
V. Appendices
5.1 Partnership Agreement/ Company Bylaws and other legal requirements
documents.
5.2 Description of the logo and other promotional paraphernalia.
5.3 Survey and other related market research.
5.4 Management Schedule and other management activities.

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EXECUTIVE SUMMARY

Overview of the entire business plan. It contains a company profile, an overview

of the product, a market assessment, and a financial projection. Its purpose is to
summarize the key points of the business plan. It must be clear and concise.

Executive Summary usually highlights the plan – in a page or two – as an

introduction to the rest of the business plan. It should catch the reader's attention for
them to read the entire paper.

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I. Organization and Management Background

1.1 Vision, Mission, and Core Values
1.1.1Vision Statement
Outlines where you want to be, answers the question, “Where do we aim to be?” It
lists where the company sees itself some years from now. It also shapes the employees'
understanding of why they are working in your company. It does not need to be
extended. It may take one sentence to do it. It just needs to be a simple statement that
describes the future.
1.1.2 Mission Statement
It talks about how the company will get to where it wants to be. It answers the
question, “What do we do?” and “What makes us different?”. It lists the broad goals for
which the organization has been formed. It describes the day-to-day work that will
eventually make the vision a reality if the organization keeps doing it well.
1.1.3 Philosophy/Core Values
It is a statement that establishes the values, beliefs, and guidelines for how the
organization conducts its business and determines its relationship with its
stakeholders – employees, customers, shareholders, suppliers, government, and the
public.
1.1.4 Name of Company
Discuss the general concept of the company's name and the company's Vision,
Mission, and Core Values.
1.1.5 Contact Information
Specify in bulleted form the company's contact information like email address,
social media websites, and telephone/cellphone number.

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1.1.6 General Business Information

Discuss what type of business the company is involved with and the form of
ownership. Also, provide a sample floor plan of the business.

1.2 Organizational Chart and Management Team

1.2.1 Organizational Chart
It is a diagram that shows the organizational structure of the company. It is
usually a vertical organizational chart used to present the roles/employment in the
organization quickly.
1.2.2 Management Team
The management team is the group of individuals that operate at the higher
levels of an organization and have day-to-day responsibility for managing other
individuals and maintaining responsibility for essential business functions. You can
illustrate it using a table; identify the key individuals in the organization and their
duties and responsibilities.

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II. Production and Operation Aspect

2.1 Detailed Product / Service Description
In describing the product, identify the level of products. It should begin with
the core; the core is the benefits of the product or why the product is made, followed
by the actual details, which consist of product features, design, packaging, quality
level, and brand name. The augmented group includes after-sale service, delivery and
credit, warranty, and installation.
In describing the service, instead of explaining tangible goods, you are telling
the services you provide, including what you do, some basics about how you do it,
and why people should care about the service.

2.2 Product / Service Development Flowchart

It refers to the step-by-step procedure for creating the product or the service.

Figure No. 1: Product / Service Flowchart

Source: https://www.edrawsoft.com/flowchart/create-product-development-flowchart.php

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2.3 Technology Consideration

This section should explain any considerations the organization must make
concerning technology. It can be the choice of technology and how it helps the
organization. This section may include social media for marketing and advanced
technological equipment in product development and operation.

2.4 Major Start-Up Needs

It enumerates all primary start-up needs of the business: facilities, operation
equipment, and furnishings.

2.5 Business Operating Workflow

A business workflow is a repeatable process consisting of tasks that must be
completed in a specific sequence. Think of it as work flowing from one stage to the
next until it is finished.

Figure No. 2: Business Operating Workflow

Source: https://www.csodessa.com

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III. Market Analysis

3.1 Market Dimensions
3.1.1 Market Research
A summary of the market industry in which the business operates.
3.1.2 Market Size, Growth Rate, and Trends
This section refers to the current and future number of customers and the
number of units. You can get this information through government data, trade
associations, and customer surveys.
Market growth rate refers to the projected increase in the market size. The
market growth rate is based on past data, which might be helpful for your sales
forecast. The market growth rate is usually expressed as a percentage and is calculated
by comparing the current market size with the size in a previous period. It reflects a
market's overall health and potential and is used by businesses and investors to assess
the attractiveness and profitability of entering or expanding within that market. A
higher market growth rate generally indicates greater revenue and profit growth
opportunities, while a lower rate may imply limited potential for expansion.
A market trend analysis analyzes past and current market behavior and dominant
patterns of the market and consumers. Understanding market trends is crucial for
businesses as it helps them anticipate and adapt to shifting customer demands and
industry dynamics. By following market trends, businesses can identify new
opportunities, anticipate potential challenges, and make informed decisions to stay
competitive.

3.2 Micro and Macro Environmental Analysis

3.2.1 Customer Analysis
Customer analysis includes gathering and analyzing information about existing
and potential customers. It involves studying their characteristics, preferences,
behaviors, needs, and buying patterns. The most common method of customer
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analysis is choosing which customer segmentation is appropriate for the business –

behavioral, demographic, psychographic, etc.
After choosing one or a combination of the customer segmentation, create a list
or table that showcases the specific characteristics you look for in your target market.
3.2.2 Competitor Analysis
Companies need to know who their competitors are and what they are doing.
The competitive analysis will show the comparative table for direct and indirect
competitors of the company.
A. Direct Competitors
Criteria Company 1 Company 2 Company 3
Criteria 1
Criteria 2
Criteria 3

B. Indirect Competitors
Criteria Company 1 Company 2 Company 3
Criteria 1
Criteria 2
Criteria 3

3.2.3 PESTLE Analysis

Firms often conduct the PESTLE analysis to get a detailed overview of what
external factors determine the trends. It also helps to predict what might happen in
the future. PESTLE is an acronym that stands for Political, Economical, Societal,
Technological, Legal, and Environmental.
Political: Political developments can highly influence individuals and
organizations. It is essential to be aware of likely upcoming shifts in power. Political

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developments can affect the environment, antitrust, financial markets, trade, and
other laws. Factors include political stability, regulation of monopolies, tax policies,
price regulations, consumer protection, jurisdiction, and trade unions.
Economic: The economic condition is strongly associated with the consumers'
buying position. This step considers factors such as interest rates, international trade,
taxes, savings, inflation, subsidies, availability of jobs, and entrepreneurship.
Social: The social developments include consumer behavior, demographics,
religion, lifestyles, values, and advertising.
Technological: The technology aspect focuses highly on technological
advancements. It includes factors like innovation, communication, energy, transport,
research and development, patent regulations, and the life cycle of products.
Legal: The legal aspect is the factors that affect businesses due to, or directly
related to, governmental laws. It plays a big part in deciding how companies operate,
what profits they receive, and how customers behave.
Environmental: Environmental developments involve ecosystem factors such as
water, wind, food, soil, energy, pollution, and environmental regulations.
3.2.4 SWOT Analysis
SWOT is an acronym for Strength, Weakness, Opportunities, and Threats
analysis. SWOT strategies fall into four categories:
Strengths: Strengths refer to the internal factors within an organization that give
it a competitive advantage or contribute to its success. These could include a strong
brand reputation, a dedicated and skilled workforce, a superior product or service
offering, efficient operations, an extensive distribution network, or unique
technological capabilities. By identifying and leveraging their strengths,
organizations can position themselves effectively in the market and capitalize on
opportunities that align with their core competencies.
Weaknesses: Weakness in SWOT analysis refers to internal factors or
characteristics of a business or individual that put them at a disadvantage or
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undermine their overall performance. It represents areas where the entity may lack
skills, resources, or competitive advantages, which could impede its ability to achieve
its goals. Weaknesses can include inadequate market knowledge, limited financial
resources, deficiencies in infrastructure, ineffective marketing strategies, or an
absence of technological expertise. Identifying and addressing weaknesses is crucial
in SWOT analysis as it enables organizations to develop plans and strategies to
mitigate these vulnerabilities and improve overall performance.
Opportunities: Opportunities in SWOT analysis refer to external factors that can
positively impact an organization's performance or strategic objectives. They are
favorable conditions or trends in the external environment that the organization can
leverage to its advantage. Identifying and capitalizing on opportunities is crucial for
organizations to stay competitive and achieve growth. These opportunities may arise
from emerging markets, new technologies, changes in consumer preferences,
favorable government policies, strategic partnerships, or other external factors. By
recognizing and properly leveraging opportunities, organizations can gain a
competitive edge, expand their market share, improve profitability, or achieve other
strategic goals.
Threats: Threats refer to external factors or challenges that may impede the
success or progress of a business or project. They can negatively impact the
performance or competitiveness of an organization. Threats can arise from various
sources, such as competitors, changing market trends, new regulations, economic
conditions, technological advancements, or even natural disasters. Identifying threats
through a SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis allows
organizations to develop strategies to mitigate or navigate these risks effectively.

3.3 Marketing Strategies

3.3.1 Unique Selling Proposition and Value Proposition

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This part explains any uniqueness of the product or service. The firm must
identify why the effect would be attractive to the customers.
3.3.2 Pricing Strategy
Based on the marketing objectives, this firm should decide on a general pricing
strategy for the product. Different pricing schemes for each product are acceptable if
the firm has several outcomes.
3.3.3 Distribution Strategy
The firm outlines how the brand gets to the customer in this part. The selected
method must be made after considering several factors, such as cost, efficiency, and
product type.
3.3.4 Advertising and Promotional Strategy
In this section, the business must describe its advertising and promotions
strategy. They must decide on the advertising and marketing objectives, adopt a plan
that fits the target market profile, and decide on the message and media the firm will
use. The company must also specify details of the media used, such as time and
location, frequency, and associated costs.

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IV.Financial Plan
4.1 Capital Expenditures (Start-Up Capital)
Capital expenditure, or CapEx, is funds a company uses to acquire, upgrade,
and maintain physical assets such as property, industrial buildings, or equipment.
CapEx is often used to undertake new projects or investments by the firm. This type
of financial outlay is also made by companies to maintain or increase the scope of their
operations.
4.2 Capital Contribution
It describes how much the shares or contributions of each partner or investor
are. It can be made by individuals, companies, or other entities and is typically used
to finance the business's initial setup, expansion, or ongoing operations. Capital
contributions can take various forms, such as cash, equipment, property, or
intellectual property rights. The amount of capital contributed is recorded on the
company's balance sheet as part of its equity or owner's capital. It represents
contributors' ownership interest and financial stake in the business.
4.3 Operating Expenditures
Operating expenses are the costs for a company to run daily business operations.
Examples include rent, utilities, salaries, pension plan contributions, any expenses
considered sales, general, & administrative expenses or SG&A on the income
statement, research & development, property taxes, and business travels.
4.4 Income Statement
The Income statement, the profit and loss statement, summarizes the company's
revenue and expenses. The income statement's bottom line shows the company's net
income or revenues minus costs.
4.5. Payback Period
The payback period must be computed using the formula provided in the class
lesson.

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4.6 Return on Investment

Return on Investment (ROI) is a performance measure used to evaluate the
efficiency of an investment or compare the efficiency of several different investments.
ROI tries to directly measure the return on a particular investment relative to the
investment's cost.

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V. Appendices
5.1 Partnership Agreement/ Company Bylaws and other legal requirements
documents.
5.2 Description of the logo and other promotional paraphernalia.
5.3 Survey and other related market research.
5.4 Management Schedule (GANTT Chart) and other management activities.

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