Prepared by: Joyce Marie A.

Ladaran
 Is the “BATTLE PLAN” of the
entrepreneur in running his business
and effectively competing in the
industry.

 It represents his map that points out

where he is at a particular moment,
and where he wants his enterprise to
be in the future.
 It is also termed by some as the
entrepreneur’s business bible, is the
entrepreneur’s vehicle for describing the
goals of the business.

 Entrepreneur’s bible, this means that it

should be the source document which
the entrepreneur would like to use and
work on a regular.
 BUSINESS PLAN includes:

 COVER PAGE
 TABLE OF CONTENTS
EXECUTIVE SUMMARY
A. Cover Page
should include the following:

 Company logo (if available)

 Name of the company (as well as the previous names
of the company, if appropriate)
 Address
 Phone Number
 Date business was established
 Name and position of contact person at your company
 Date of application
 Copy number of report (i.e. copy X of Y copies
distributed)
 Nondisclosure (not known, not revealed)
 B. TABLE OF CONTENTS
-should list the titles and page
numbers of each of the main
sections and subsections of the
business.
 C. EXECUTIVE SUMMARY
 usually a very short document consisting of
one to three pages that presents the general
picture of the entire business plan.
 In essence, the Executive Summary is the
most important part of the business plan, as it
will dictate whether or not the remaining
pages are read.
 Executive Summary also serve as a proposal to
be submitted to investors prior to submitting
the more lengthy formal business plan.
EXECUTIVE SUMMARY includes:

Company Name, Address, Phone

Number
Name and position of contact person
at your company
 Date of preparation of business plan
 Following that, you should include the
following summary information:
1. Description of the Business- briefly describes
the nature of your product or service, unique
selling proposition (for goods), or unique
selling features (for services) and what you
hope to accomplish over the next 5 to 10 years.
2. Strategic Decision- identify the current stage
of the business. Briefly describe the overall
strategic direction of the company for 1 to 5
years.
3. Market- refers to the clientele of the business
enterprise.
4. Marketing- describes the market segment,
and the techniques employed to reach this
market segment.
5. Management- describes the backgrounds
and responsibilities of the founders,
managers, and employees of the company.
It also presents the scope of authority of
these positions to properly execute the
stated responsibility.
6. Financial Features- expected revenues and
profits for this year, next year, and for 5
years in the future.
7. Financial Arrangements/ Exit
-Answers the questions, such as:
• What will be used as collateral?
• How much equity you give up in exchange for such an
investment?
• What is the expected annual return for the investors?
• How many investors are sought?