Purpose of a Business Plan

• Alignment of team(s)

• Operating plan
• Communication across company, division, department, business
partners

• Investment capital

• Expansion capital (banks, leases)

• Merger/acquisition process
 BUSINESS PLAN
Drivers achieve.
Clear Vision of Purpose The direction the business venture wants to

A long term view

Satisfy Real Customers Needs Exceptional customer service that results in
& Serve Real Customers
the loyalty of customers, repeat purchases by
them and greater customer retention.
Differentiate from Competitors  Positioning unique differentiating factors.

Continuously making improvements to

sustain a leadership position.
Resource Focus, Organization Resources should be optimally utilized to
& Commitment to satisfy
Customer needs ensure that maximum possible value gets
added to satisfy customer needs.
 What Investors Look For
• How does the team think?
• How detail oriented is the team?
• How big is this market?
• Is there sustainable competitive advantage?
• What’s the growth plan?
• What does the technology roadmap look like, short
term or long term play
 Financial Projections
• Build 5 years
• Detail near years, extrapolate out years
• Build from single unit economics
• Document assumptions
• Compare against top down
• Validate with market comparables
 10 Must Answer Questions

• How large is your addressable market?

• How fast is the market growing?
• Who’s make up your management team?
• What’s your “secret sauce?”
• What are the barriers to entry/competitive advantage?
• What do your 5 year financials look like?
• What’s your path to profitability?
• Why is this a company versus a product/service?
• Who’s your competition and how do you beat them?
• Why can’t Microsoft or Google do this? (or name any big, established
company…)
 Creating Your Company’s Strategy

• Building a strategy is harder work than building your

product

• Think about
– What do you want your business to be when it grows up
– Looking back from 5 years in future
– Perspectives of all stakeholders
– Anything that could go wrong

• Hope is not a strategy

 Competitive Analysis
• You always have competitors

• Dig deep, be detailed, be honest

• Compare features and benefits

• Technology comparison

• Whole product offering (pricing, support, etc.)

• Channels, funding, customers…

 Sustainable Competitive Advantage

• Create barriers to entry

• Continually add value for your customers (and your
investors)

• Anticipate competition and make plans for dealing with it

– Better widget, price erosion, market share, different business
model…..

• Avoid the trap of believing that your main competitor is

your exit strategy
BUSINESS PLAN
 BUSINESSPLAN
• A written document that outlines the future activity for an
existing or proposed business venture.
• Is the formal written expression of the entrepreneurial vision,
describing the strategy and operations of the proposed venture.

• A business plan is a document that brings together the key

elements of a business that include details about the products
and services, the cost, sales and expected profits.

• Blue Print
FORMAT OF BUSINESS PLAN
I. Logo/Tagline of Business
I. INTRODUCTION
Introduction to Business
Goals and Objectives
Vision, Mission , Core
values
SWOT analysis
Scope of Business
 INTRODUCTION
Ice cream is a sweetened frozen food typically eaten
as a snack or dessert. It is usually made from dairy
products, such as milk and cream and often combined
with fruits or other ingredients and flavors. It is typically
sweetened with sugar or sugar substitutes.

The incorporation of agri-products present in the

province of Mindoro such as palay (pinipig),
malunggay, squash, chili and fruits (mango, banana,
buko, guava and avocado) were used as flavors to
promote and entice prospected customers to avail the
product.
Introduction to Business
“SorbetesOksi” ice cream parlor is a one stop ice cream
shop where you can find flavor of your choice in any
season.
We provide ice cream by maintaining high standards of
quality in a joyful and friendly environment.
Ownership: Ordinary Partnership
Name: SorbetesOksi ice cream parlor
Slogan: “Sa bawat lasap, dama ang sarap”
Type of business: Ice cream manufacturing and
retail shop
Introduction to Business
Goals & Objectives:

 Gain 50% of market share in first year of business in

that particular area(s)
 At least 50% initial investment must recover after a
year
 Make long term relationship and profitable with
customers
 Provide healthy ice cream
 Provide splendid environment
 Make courteous, loyal, sincere and environmental
friendly environment image in a customer’s mind.
Introduction to Business
 Vision statement:
“To provide a place with lifetime experience
and rich taste and be market leader”.

 Mission Statement:
“We provide ice cream to customer of all
ages in variety of seasonal, non-seasonal and
other flavors that gives customers satisfaction.
“
 Introduction to Business

CORE VALUES:

 QUALITY

 SERVICE

 CLEANLINESS
Introduction to Business
 Scope of Business:

We are providing healthy ice cream to all age groups

especially to teenagers and college students in lots of
flavors. Specifically, we are targeting middle class and
upper class. We are advertising mostly through Facebook,
and discounts to capture large audience in lowest
possible cost. We will not involve any intermediary and
deal with our customers directly. We will try to give them
as much joyful and healthy environment as we can. We
try to position ourselves as courteous, loyal, sincere and
environmental friendly people. Our team also use web as
mean of communication with our stakeholders. With the
expansion of our business we may plan and implement
some changes in our ice cream parlor.

II. Marketing Plan
Strategy for
Launching the Business
Marketing Strategy
Action Program
Strategy for Launching the Parlor:
 Creating awareness about parlor to at least 50% of the target
market within first five months of launch would be our first and
for most objective, because if we are succeeded in capturing
our target market then we could easily gain our goals by
delivering them value, health conscious and satisfaction that
we promise. We can measure awareness buy taking
feedback from people.

 Creating awareness and capturing 50% of target market within

first year:

 Our promotional activities will develop interest for people thus

compelling them to approach us. We will make good relations
with our customers so they create good word of mouth for us
and approach us again and refer others for the sake building
long-term relationships.
 Marketing Strategy:
 Our product will include features that contain the
combination of both health and hygiene keeping in
mind the individuals requirements in terms of taste.
However marketing will be done considering the
concept of mass personage.
 Our product will be tailored to individual needs
(desired taste) but promotion will attract all of them
collectively. Furthermore we will be following pull
strategy and approach our end users ourselves with
the help of various promotional activities. In our
case no intermediary (whole sellers) is involved.
 ACTION PROGRAMS

 We will act for our operations by the

following schedule. For the implementation
of the plan we have divided the tasks to the
respective staff will ensure the
implementation.
III. Management PLAN
 Organizational Chart
Duties and Responsibilities
Estimated Salaries (3years)
 Organizational Chart’s Duties and
Responsibilities
Owners

 The owners have created a partnership in which

they have legal relationships to carry on the profit-
motivated business of SorbetessaOksi. Each own
ten percent of the business and mutually make all
of the company’s decisions. Each has good
management skills and know all of the workings of
SorbetessaOksi. Each will receive any earnings and
will be split equally between them.
 Organizational Chart’s Duties and
Responsibilities

Manager
 He needs to make a check & balance between all
the employees.
 His duty is to check the current company
performance and remove the upcoming problems to
new business.
 He needs to motivate his team and create a
balance between all employees.
 He also verifies the company accounts and make a
detail plan about company current performance
with desired performance.
 Organizational Chart’s Duties and
Responsibilities
Production Staff (2)
 Will be responsible for creating an ice cream mix recipe that
corresponds with the needs of the business in terms of quality,
practicality, and cost efficiencies for SorbetessaOksi.
 He will also then be responsible for creating a contract with
Ruqeuro( local dairy) that will assemble the ice cream mix for
her to purchase.
 He will be responsible for ensuring he has enough ingredients
in inventory to meet production needs for processing the ice
cream.
 Given production limitations of the batch freezer, he will be
able to make 90,000L of ice cream each year which requires
him to spend approximately eight hours a day making ice
cream 245 days of the year.
 Organizational Chart’s Duties and
Responsibilities
Sales Representatives

 Guides and solve queries of customer

 She will include identifying markets
 Establishing relations with clients, pricing
the product, promoting the ice cream
brand
 Monitoring logistics systems.
 She will spend approximately one day of
the scheduled work week on this role,
which equals approximately 500 hours a
year spent working on this role.
 Organizational Chart’s Duties and
Responsibilities
Cashier

 Handling all the cash transactions of

the parlor
 Receive payments by cash
 Checking daily cash accounts
 Maintaining monthly, weekly and daily
report of transactions
Estimated Salaries:
IV. Financial Plan
Financial Objectives
Financial Plan
1. Allocation of Funds
2. Sources of Finance
3. Projected income
statement, cash flow
statement and balance sheet
 FINANCIAL PLAN
Financial Objectives

 The following objectives are for the first year of

SORBETES OKSI.

1. Total capital investment of ₱120,000.00

2. Owners has to earn ₱25,000.00 net profit a month
3. Owners has to earn ₱300,000.00 net profit by the end
of a year.
4. Branching out to other municipalities after the 3nd
year.
 FINANCIAL PLAN
 Allocation of Funds:
*Management plan 20%
*Marketing plan 25%
*Production plan 25%
*Legal plan 20%
*Other plans 10%

Sources Of Finance
 Members Funds: Each member of the partnership
will invest ₱10,000.00 into the business
FINANCIAL PLAN
IV. Legal Plan
Contract with the employees
Market entry time
Trade mark registration
Procedure for registration
Insurance with the business
Contract of supplier
 LEGAL PLAN
Contracts with the Employees

 For the long term relationships with our employees we will

have contract with the employees so that we will strengthe
our business environment with out any conflicts with our
employees.
 Our contract with our employees includes:

Salaries:
*Time period of increment in their salaries
*Working hours
*One year contract of working in our shop
 LEGAL PLAN

Market Entry Time

 OurCompany aims at commencing its operations in January
2018. Its financial year will end at December 2018. During the first
year the business will be targeting the summer and RAA MEET.

Trade mark Registration

 We will register our trade mark from the DTI (Department of Trade
and Industry)

Procedure for Registration

 It is advisable that verification be made for the Trademarks to
ensure whether there are any similar or identical marks on the
Registry. Search request can be filed on forms with a
payment.After the verification of the Register, application is
made. Acknowledgement Receipt by the Trademark Registry is
issued to the applicant within 10-15 working days.
 LEGAL PLAN
Registration of Website
 We also need a website for the convenience of our customers to
reach us, to contact us and to get information about us. So we have
developed our website www.sorbetessaoksi.ph

Insurance of the Shop

 We also need to get insurance of our shop as a precautionary
measure to avoid loses from any mishap.

Contracts with the Suppliers

 We will have one year contract with our suppliers at the start of every y
and that would include agreements regarding:
*Pricing strategy *Sampling Strategy
*Payment dates *Return of claims
*Delivery of ice cream