DAT2-Financial management-PPT_011713.pptx

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1. Business plan REPORTER: JOHN PARSEN A. CABACHETE ALTHEA ALIMES ANDREZA GANZON RYAN SALVADOR INSTRUCTOR: LYNETTE Y. SALAS

2. THE COVER PAGE

3. What is a business plan cover page? The cover page of a business plan is used to give an overview of all the key information of your business. This includes your company name, logo, address, and any other information that may define your business. It’s the first page of your plan, so it should look professional, visually pleasing, and informative. When potential investors or banks read a business plan, their first impression is the cover page—but don’t overthink it. A business plan cover page is meant to be simple and straightforward, with some important contact information and, more importantly, your logo.

4. What should you include on a business plan cover page? To keep it simple, your business plan cover page should include: Company logo. Document title
Business name.
Business address and contact information.
Business plan completion date.
Confidentiality statement.

5. Company logo: Add a high-resolution thumbnail of your logo at the top of the cover page. This will help establish a brand identity and allow readers to connect visually to the business right from the start. Title: Give the logo some space and then include the words “Business Plan” in a large, bold font. You can also frame the title as “Three–” or “Five–Year Business Plan,” if you intend to make those kinds of financial projections in the document.

6. Business name: Beneath the title, write your company name in a bold font. This should be the most noticeable and prominent feature on the page, so choose a large typeface. Tagline (optional) This part is optional, but you can also include a catchy slogan or motto that describes your company and what you do.

7. Address and contact information: Under the company name, include your business’s physical address and website if you have one. Provide the details necessary for interested parties to contact you, such as a phone number and email address.

It’s also helpful to include your name as the business owner and the names of any partners or executive officers so that potential investors know where to direct their inquiries.

8. Date of completion: Below the contact information, write the year (or year and month) in which this business plan was finalized and issued. If you’re including the month, it’s a good idea to update it throughout the year as you send out your business plan so readers don’t assume it’s outdated.

9. Confidentiality Statement: At the bottom of the page, include a sentence to the effect of:

“This document contains confidential and proprietary information created by [business name]. This document is issued exclusively for informational purposes and should not be reproduced without the consent of [business name].”

10. Cover page design: Now it’s time for the finishing touches: the actual design of your cover page. Your business plan’s cover page gives the first impression of your business, so your company logo, fonts, and brand colors should all work together to make people want to read more. Brand colors: 90% of a customer’s impression of your business comes from the brand colors you choose, so it’s important to choose colors that represent your business’s personality and elicit the right emotions from your readers.

11. Fonts: When it comes to fonts, it’s best practice to stick to one type of typeface, such as serif or sans serif. It’s also important to choose fonts that are simple, easy to read, and represent your brand. Company logo: When it comes to choosing a logo, simplicity is key. Try to create something that represents your brand and speaks to your audience without being too busy (in other words: white space is your friend).

It’s also important to remember to be practical: your logo should look good in any medium, size, color, and even time period. Beyond your business plan cover page, you’ll need it for your social media, marketing material, or labels.

12. TABLE OF CONTENTS

13. PURPOSE OF THE TABLE OF CONTENTS: Is to provide a clear roadmap for readers. It allows them to quickly navigate through the document, find relevant information, and understand the structure of the plan. Additionally, it enhances the professionalism of the document and serves as a reference tool for readers to easily locate specific sections as needed. Overall, the table of contents contributes to the organization, accessibility, and clarity of the business plan, facilitating effective communication with stakeholders.

14. TABLE OF CONTENTS: EXECUTIVE SUMMARY. VISION/MISSION STATEMENT. COMPANY OVERVIEW. ORGANIZATION MANAGEMENT. PRODUCT SERVICE STRATEGY. MARKET ANALYSIS. MARKETING PLAN. PRODUCTION PLAN. FINANCIAL PLAN. CONCLUSION. APPENDIXES. TABLES.
PROPONENTS PROFILE.

15. Executive Summary: Business Description: Vision
B. Mission
C. Objective COMPANY OVERVIEW: A. Legal Business Description
B. Strategic Alliance ORGANIZATION MANAGEMENT: A. Organizational Structure
8. Job Description
C. Compensation
D. Allocation of Profits

16. PRODUCT SERVICE STRATEGY: A. Product Service Description
B. Importance of Product
C. Packaging, Labeling, and Branding
D. Other Futures MARKET ANALYSIS: A. Market Definition
B. Customer’s Profile
C. Competition
D. Demand and Supply
E. Risk MARKETING PLAN : A. Sales Strategy
B. Distribution Channel C. Advertising and Promotion D. Pricing Strategy

17. PRODUCTION PLAN: A. Production Process
B. Location Layout
C. Tools and Equipment FINANCIAL PLAN: A. Assumption
B. Capital Requirement C. PROJECTED FINANCIAL STATEMENT a. Projected Income Statement
b. Projected Cash Flow Statement
c. Projected Balance Sheet
d. Projected Financial Analysis D. FINANCIAL ANALYSIS

18. CONCLUSION: APPENDIXES:

TABLES: PROPONENT’S PROFILE:

19. BODY OF THE REPORT.

20. The body of your report: is a detailed discussion of your work for those readers who want to know in some depth and completeness what was done. The body of the report shows what was done, how it was done, what the results were, and what conclusions and recommendations can be drawn.

21. Executive Summary: •Provides a concise summary of the business or business idea. The Business/Product: •Describes nature of business (mission, vision, objectives).
•Identifies and describes the products/services.
•Identifies what makes the products/services special/unique.
•Identifies business set-up (home-based, leased/owned space, location specifics).
•Identifies technical considerations, e.g. process/technology, proprietary info. (if applicable). Innovation in Business/Product: Industry Analysis & Competitive Analysis • Identifies, at a macro level, larger industry of which the business is a part, including recent.
•trends, current situation and outlook.

22. •Identifies principal competitors.
•Identifies competitor’s strengths and weaknesses, (e.g. quality, customer satisfaction).
•Explains competitive positioning. Market Analysis & Plan •Identifies target markets and market potential for the business.
•Provides customer analysis/description.
•Defines marketing objectives/strategies to frame the business in the market.
•Describes promotional strategy.
•Provides sales forecast assumptions and projections. Management Plan •Defines management roles and assigns responsibilities.
•Defines key competencies needed for business; assesses staff skills re key competencies.

23. •Provides staffing plan and plans for staff growth (if applicable).
•Important assumptions. Financial Plan •Provides a list of start-up costs (if applicable).
•Presents a list of sources and uses of fund.
•Provides projected annual profit, loss and balance sheet for the first year of operation. •Provides annual projected profit, loss and balance sheet for three years.
•Documents financial assumptions including working capital requirement.
Important assumptions.

24. TABLE OF APPENDICES.

25. Financial Projections: •Income Statement (Profit and Loss Statement). •Cash Flow Statement. •Balance Sheet. •Break-even Analysis. •Assumptions and Justifications. Market Research: •Surveys or Questionnaires. •Market Analysis Data. •Competitor Research. •Industry Reports.

26. Legal Documents: •Business Licenses and Permits. •Contracts and Agreements. •Intellectual Property Documents (Patents, Trademarks, Copyrights). Resumes and Biographies: •Founder(s) and Key Management Team Members. •Advisory Board Members. Additional Supporting Documents: Product or Service Brochures. Letters of Intent from Potential Clients or Partners. Photographs or Diagrams. Any other relevant documents mentioned in the main body of the plan.

27. THANK YOU AND GOD BLESS.