BUSINESS PLAN

COMPETITION
BUSINESS PLAN TEMPLATE
I. INTRODUCTION PAGE
 The owners name
CHARLES MCQUIN GUEVARRA
KYLA MARIE SABBALUCA
KC ASPA
SHERWIN MATTERIG
HEYZEL DELOS REYES
ROSEMARIE DELACRUZ
PRECY JOY AGRAAM
GEMMA MAE GASPAR

 Description of the business

Open a coffee shop and the estimated annual revenue
Develop a restaurant concept plan
Open a French restaurant
Design a small commercial kitchen

 Financial request plan

1.5 million pesos

 A statement of the confidentiality of the report

This contract shall be governed by the municipality of Echague, to build this
business name Mccaffee will be permitted by the mayor of this municipality and
this business will build at Cabugao, Echague, Isabela near at the school of Saint
joseph the worker and this is business number(#) 142723 business permit 2019

KIKO DY
MUNICIPAL MAYOR
II. EXECUTIVE SUMMARY
 Mission and vision statement
Our mission, to set and maintain the highest standard of quality and ethics to
those admiring applicants. Provide perfect, delicious coffee products and
excellent reliable services to our dearest customers, community and to
contribute to good development and prosperity to inspire and to connect
peoples.
Our vision, to be established and trusted as the perfect coffee business partner.
To be a leader in innovation, service and quality. To be among the most admired
and respected companies in our industry. To be the leader in our makes.
Our values, honesty, integrity, reliability, excellence to be open minded, to listen,
to care and to be pro-active. To be innovative and pragmatic.

 Specific company information such as number of employees, roles of officer

Reviewing how various department within an employer interact, share
information, deal with costumers and to things like make joint purchase of
supplies or outside services
Making recommendations on how to increase efficiencies in order to save
money, reduce cycles times and improve customers satisfication
Planning and putting into action projects that do the above.

 Growth expectations
Coffee shop are rising star in the specialty expresso drinks like cappuccinos and
lattes. Success is driven by consumer taste and income level, as well as shop
location and atmosphere. Small coffee shop offering first-class service and high-
quality product can be effective competitors in a market that continues to grow.

 description of products and services

The coffee ware house will provide a first class delivery services of quality hot
and cold beverage related supplies including whole bean or ground coffee,
flavored simps, jet teas, fruit smoothies, bubble teas, concentrated milk, fresh
bake goods and assorted paper supply.

 Financial information
 Mccaffee will capitalize on the strong demand for high-quality gourmet coffee.
The owners have provided the company with sufficient start-up capital. With
successful management aimed at establishing and growing a loyal customer
base, the company will see it’s net worth doubling in two years.
Mccaffee will maintain a healthy 65% gross margin, which combined with
reasonable operating expenses, will provide enough cash to finance further
growth

III. COMPANY DESCRIPTION

 Description of why the company exist
Coffee shop workers, often called baristas, have a lot more in their job
description than just pouring coffee. These roles almost invariably require
extensive customer service, and the more exemplary that service, the more of
an asset the barista becomes to her company. When hiring baristas,
coffeehouse managers often explicitly stress the customer service aspect of the
job, including the need for candidates to be friendly and sociable in all
circumstances, even amid hectic working conditions and personal bad moods. A
customer service skills constitute some of her most important qualifications for
the job.

 The products
Our coffee specialties a symbiosis of art and science! Only premium highland
Arabica bean from the best coffee growing region around the world are used for
our coffee specialties
Art for tea collection 12 varieties of the best black, green and herbal teas as
well as fruit infusions present a unique mix through the finest quality and
abundance of natural flavors: Enjoy our art for tea collection as a hot or iced
drink!
Choco late premium quality drinking chocolate from exquisite ingredients as a
sustainable and varied composition-18 different specialties
Organic syrup the basis for a wide variety of refreshing products like our
homemade aqua coffea lemonades, free from refined sugar and artificial
additives
Fappe mix (dark or white) the basis for our delicious shakes and iced coffee
drinks
Sauces natural products, just waiting to melt in your mouth

 The services
Full coffee barimg_0138
Training / Educational
 Event / Training
private officers
conference room
professional mailing
address
Storage lockers
Printing, copying, scanning and fixing
Dual monitors / keyboard
Power outlets everywhere 3x1A9326
Audio / visual equipment
Shipping and receiving

 Size of the business

150 square meter

 How products and services meet the needs of the marketplace

Products create a menu of the product you’ll be offering including coffee and
specialty expresso drinks non-coffee drinks, bottled drinks, food items and other
items. Describe any unique products ideas you may have and what will set your
products apart from other coffee shops. Start thinking about who you want as
your roaster. Generally be able to back up your menu with research, keeping in
mind your demand, and that meeting demand drive success.
Include services provided if they apply, such as catering, delivery or custom
baking. Pricing –set prices for your menu. What sort of customers make
purchases and how much will it cost them? This information will also come from
the marketing and financial section, which can then be summarized here.
Sourcing and fulfillment detail where your product are coming from and how
they’ll be delivered to you. You can include general cost, but they can be in
depth in the financial section.

 The background and expertise of the entrepreneurs

Across the startup and tech world, coffee seems to be a standard. Some
companies have a fulltime barista on staff or have regular coffee fueled
meetings. From business introduction to first dates, it all happens at the caffee.
From large scale chains to craft coffee shops, there is no shortage of places to
meet, drink, and dream up new things. Why is the tech world so obsessed with
coffee? Besides the delightful taste and aroma, there are other reasons
entrepreneurs drink coffee, and a lot of it.
In a world obsessed with moving faster and multitasking, brewing a good cup of
coffee boils down to the basics of transforming water and ground coffee beans.
 However innovation and new brewing methods reinvent the experience of
making coffee, it all ends with the same alchemy that reminds us for the
tradition of a simple pleasure brought from a simpler time.
Technology is the lifeblood of the modern world, but that’s all the more reason
to slowdown and keep some things simple,’’ said Alexander Albanese founder of
its American press.

IV. PRODUCTIONS OR OPERATIONS PLAN

 Detailed description of the product(s) or service(s) and the benefit each provides to
consumers
This distinction between the terms benefits and features is an important concept
and developing and marketing a product or service. Features are characteristic
that your product or service does or has. For example, some oven include
features such as self-cleaning, smooth stovetops, warming bins or convection
capabilities.

 Details about the product or service life cycle

The product or service life cycle is a process that follow the different stages that
the product or service encounters. The cycle is a broken down into four stages
that help to identify where in the market the product or service is at the current
time. Let’s take a closer look at the different stages that every new product or
service will encounter.

 Mentioning of intellectual property

IP is protected in law by, for example, patents, copyright and trademark, which
enable people to earn recognition or financial benefit from what they invent or
create. By striking the right balance between the interest of innovators and the
wider public interest, the IP system aims to foster an environment in which
creativity and innovation can flourish.

 The manufacturing process if there is a product involve

The process of bringing a new product to market can seem long and daunting,
and might be enough to put you off getting started. By breaking it down into 12
steps, you can see that it could be easier than you think to turn your great idea
into a final product.
STEP 1; PRODUCT CONCEPT, this is where you begin to flesh out your basic idea.
Think about what you want your product to be, what its use is and who would
use it. Create sketches and notes of your initial concept.
STEP 2; RESEARCH, there are two important things to research at this stage:
firstly, demand. If your product solve a problem, are a lot of problem looking for
a solution to that problem? Secondly, are there products already that are similar
to yours? If so, it doesn’t necessarily mean your idea won’t be a success, but
how will you improve on what is already available?
STEP 3; PRODUCT DESIGN DEVELPOMENT, at this stage you can be develop your
product design. There are number of things you must consider here; have a firm
idea of your products function, think about how strong and long-lasting your
product will be how reliable is the product?
STEP 4; RESEARCH AND DEVELOPMENT OF THE FINAL DESIGN,. Edit your design
necessary. Include dimensions and materials, develop the designs to a high
standard and include all vital details. If your product is comprised of multiple
parts, try to keep this to a minimum to keep manufacturing cost down and
speed up assembly.
STEP 5; COMPUTER AIDED DESIGN (CAD), this process uses 3D rendering
software in order to produce a computer model of your final design. This can
help to reveal any potential issues that weren’t evident from the product design
itself. Take this opportunity to return to the final design stage and deal with any
problems now.
STEP 6; COMPUTER AIDED MANUFACTURING (CAM), this is where you get to
see a physical prototype of your product, manufactured by a computer guided
system.
STEP 7; PROTOTYPE TESTING, make sure your testing is thorough and critical.
Don’t be afraid to be honest with yourself about any problems or flaws with your
design, as it can only help your end product be the best it possibly can. If you
need to, go back to step 3 and work out the kinks.
STEP 8;MANUFACTURING, if you made it through prototype testing without
revealing any problems that need to be worked on, it’s time to manufacture
your product. There may be some further decisions to make her, such as
materials, batch numbers, and the manufacturer itself. Think about what keeps
cost low while maintaining the quality you want, so that you can maximize
profits.
STEP 9; ASSEMBLY, important choices to make at his stage may involve further
materials, such as glue. Keep costs in mind, but remember that using ineffective
materials may negatively affect your eventual sales. Don’t let the quality slip by
cutting corners now.
STEP 10; FEEDBACK AND TESTING, now your product has been manufactured
and assembled, you can continue testing it rigorously. There are many ways to
do this, from assembling focus groups to asking family and friends, but ensure
you take note of feedback and allow free and honest criticism. Allowing for
further development to continue improving your product is a sensible move.
STEP 11; PRODUCT DEVELOPMENT, consider going back to your product
development if you need to make important improvements or address any
 unforeseen issues, although your manufacturing company should have pointed
out any serious problems before now. Don’t shy away from taking the time to
get you product just right.
STEP 12; FINAL PRODUCT, now you have successfully taken your product from
concept to a polished final product, it’s time to turn your attention to marketing,
and the practical side of getting it into the hands of customers. The more you
sell, the more you can afford to put into manufacturing larger batches, meaning
a larger profit next time around!

 Description of any physical plant, machinery or equipment use

The mccaffee ware house will provide a first class delivery services of quality hot
and cold beverage related supplies including whole bean or ground coffee,
flavored simps, jet teas, fruit smoothies, bubble teas, concentrated milk, fresh
bake goods and assorted paper supply.

 Suppliers of raw materials

1.0 OBJECTIVE, to lay down the clear procedure for sampling and release of raw
materials
2.0 SCOPE, this procedure is applicable for the sampling and release of all raw
materials received at shopee
RESPONSIBILITY
3.1 DOING; technical assistant
3.2 CHECKING; executive/manager

 Research and development activities

At mccaffee, we invest heavily in research and development. Our coffee is made
up of a group of experts and technicians whose qualifications are their love and
extensive knowledge of coffee. They constantly monitor the quality and
consistency of our Arabica beans bought from different regions. They are
constantly doing blends to achieve the right taste profile and regularly trying on
new blends to create innovations for the enjoyment of our guests.

V. MARKETING AND SALES PLAN

 4 p’s of marketing
1ST P; PRODUCT, refers to a good or service that a company offers to customers.
Ideally a product should fulfill a certain consumer demand or be so compelling
that consumers believe they need to have it. To be successful, marketers need to
understand the life cycle of a product, and business executives need to have a
plan to dealing with product at every stage of their life cycles. The type of
 product also partially dictates how much business can charge for it, where they
should place it, and how they should promote it in the market place.
2ND P; PRICE, is the costs consumers pay for a product. Marketers must link the
price to the product’s real and received value, but they also must consider
supply costs, seasonal discounts, and competitor’s price. In some cases, business
executive may raise the price to make a product seem more like a luxury or
lower the price so more consumers can try the product
3RD P; PLACE, decisions outline where a company sells a products that there is a
lot of people near at their business.
4TH P; PROMOTION, includes advertising, public relations and promotional
strategy. This ties into the other 3 p’s of the marketing mix as promoting a
product shows consumer why they need it and should pay a certain price for it.

 Product forecasts
Review your marketing plans. Any marketing campaigns or sales promotions may
increase the demand of your product. Look at the past data and what was
successful. See if there were special discounts or holiday sales that increased
demand for your product. You want to take all of this into consideration when
forecasting demand, particularly if you plan to repeat similar sales strategies.

 Market penetration strategy

Having the right market penetration strategy competing on price, quality and
uniqueness can determine whether your business succeeds or fails. When you
start your business, you have to penetrate he market and compete with
established players. Even after your established you may need new strategies to
maintain your market share. Success stories from business world sow how to do
it.

 Communication strategy
Communication should not take a lecturing or criticizing tone when they are
mailed to groups. By the same token, they should be full of effusive, falsely
cheerful language, either. Strive for a natural tone in all mass communications
with our retail employees instead. In general we should try to avoid sounding to
fake or corporate. The perfect tone is conversational, sly, and a little funny, when
appropriate.

 Sales activity and sales force strategy

A sales strategy is an approach to selling that allows an organization’s sales force
to position the company and its product to target customers in a meaningful,
differentiated way. Most strategies involve a detailed plan of best practices and
processes set out by management.
VI. FINANCIAL PLAN
 Pro forma income statement
The pro forma balance sheet shows a financial snapshot of the business at a
specific point in time restated for the expected impact of the future transaction.
As with any balance sheet, it set out the assets, liabilities and equity of the
business
Pro forma balance sheet at 30 June 2019
Cash-65,834
Accounts receivable-36,957
Inventory-33,262
Current assets-120,110
Long term assets-136,053
Total assets-256,163
Accounts payable-22,174
Other liabilities-14,318
Current liabilities-36,492
Long term debt-80,162
Total liabilities-116,654
Capital-25,000
Retained earnings-114,509
Total equity-139,509
Total liabilities and equity-256,163

 CASH FLOW STATEMENT

The terms financial statements, financial projections, financial forecast, and
financial budgets are often used interchangeably, but they are not the same
thing.

 PRO FORMA BALANCE SHEET

CASH FLOWS FROM OPERATING ACTIVITIES
Operating income(EBIT) $489,000
Depreciation expense 112,400
Loss on sale of equipment 7,300
Gain on sale of land-51,000
Increase in accounts receivable -84,664
Decrease in prepaid expenses -8,000
Decrease in accounts payable -97,370
Decrease in accrued expenses -113,860
Net cash flow from operating activities $269,806
  BREAK-EVEN ANALYSIS
Conducting a breakeven analysis is important to determine precisely when you
can expect your business to cover all expenses and start generating a profit. This
is a pivotal milestone in the early days of any startup business.

 SOURCES AND APPLICATIONS OF FUNDS

Large public companies include a sources and uses of funds statement in their
annual reports, but even small business can find sources and uses statement
helpful. The work sheet discussed here is a simplified, slightly different version
that you can use to show a lender how much you need for startup financing and
how much collateral you will contribute.

 BUSINESS LOAN CHECKLIST

Building and running a small business is hard. It takes conviction, leadership,
sound management and every so often, a much needed injection of financing. In
both good and lean time business are often faced with the decision to pursue
some type of financing. However, applying for and acquiring small business loan
and alternate financing can often be daunting – even if you’ve done it before.
And traditional lenders do not make that experience easy

VII. HUMAN CAPITAL PLAN

 THE ROLES AND RESPONSIBILITIES OF EACH JOB IN THE ORGANIZATION
Even small startups require staff to perform specific function within the business.
While every company is different, it is non uncommon to find partners assuming
executive and senior managerial roles along with employees who take on lower
management, supervisory and nonsupervisory positions.

 THE ORGANIZATIONAL STRUCTURE OF THE COMPANY

Because of small businesses operate with a small staff, it is critical that partners
and employees have a good understanding of business roles and responsibilities
within the organization. When everyone is aware of an organization’s structure,
operations are more efficient. In addition, well-defined job roles often boost
morale, as everybody is aware of their responsibilities and what to expect of
each other.

 COMMUNITY INVOVEMENT
Community involvement is the power to bring positive, measurable change to
both the communities in which you operate and to your business. Community
involvement examples include in-kind and financial donations, employee
 volunteer days, enduring nonprofit partnerships, and more. The business case
for corporate community involvement has never been stronger.

 COMPENSATION LEVEL FOR EACH ROLE OF THE COMPANY

Structures define employee compensation for different jobs or group of jobs.
They involve setting salary ranges and pay grades based on market data and job
roles.
Pay structures (also known as salary structure or compensation structures) help
companies offer equitable, competitive salaries and map out employee’s path to
growth and higher pay. They enable companies to attract and retain talented
people.

 DESCRIPTION OF COMPANY INTERNAL PRACTICES, POLICIES AND PROCEDURES

Business processes, procedures and standards are vital for training staff and
induction programs, as well as formal processes like staff performance review.
Standards and policies have a standard for serving customers that involve being
courteous, completing transaction within a certain time, and doing everything in
your power to accommodate customer requests. This can improve the
experience of your customers, suppliers and/ or distributors in their dealings
with you.

 DISCUSSION OF ORGANIZATION’S DIVERSITY AND INCLUSIVENESS INITIATIVES

The AICPA works to encourage and promote diversity and inclusions within the
CPA professions and its workforce, as we believe a work place that is reflective
and inclusive of the global communities in which they serve different people,
different cultures, and different perspective – are greatly positioned innovatively
solve the challenging and complex issues facing clients and the evolving public
interest.

 EMPLOYEE RESOURCES AND BENEFITS DESCRIPTIONS

Employee should need a skill like
Communication skill; The job requires good listening, speaking and writing skills
Organizational skill; an HR assistant must able to easily access and store many
types of information on daily basic.
Confidentiality; an HR generalist handles confidential and sensitive information
that must not be shared with others.

VIII. RISK ASSESSMENT

 SWOT ANALYSIS
 STRENGTHS describe what an organization excels at and what separates it from
the competition; a strong brand, loyal customer base, a strong balance sheet,
unique technology, and so on. For example, a hedge fund may developed a
proprietary trading strategy that returns market-beating results. It must then
decide how to use those results to attract new investors.
WEAKNESSES stop an organization from performing at its optimum level. They
are areas were the business needs to improve to remain competitive; a weak
brand, higher-than-average turnover, high levels of debt, an inadequate supply
chain, or lack of capital.
OPPORTUNITIES refer to favorable external factors that could give an
organization a competitive advantage.
THREATS refer to factor that have the potential to harm an organization. For
example, a drought is a threat to a wheat producing company, as it may destroy
or reduce the crop yield. Other common threats include thing like rising cost for
materials, increasing competition, tight labor supply and so on.

 COMPETITIVE ANALYSIS
Competitive analysis means assessing and analyzing the comparative strengths
and weaknesses of competitors; may include their current and potential product
and service development and marketing strategies.

 NEW TECHNOLOGIES
MANILA, PHILIPPINES- representatives from the Philippine center for postharvest
development and mechanization (PhilMech) has introduced a new technology
that will help increase the yield of coffee in Echague, Isabela
The new technology, known as multi-commodity solar tunnel dryer will help in
the quick drying of coffee beans without sacrificing the quality.

 CONTINGENCY PLAN
Contingency plan are used by smart managers who are aware that there are
always risk that can sideline any project or business. Without having a
contingency plan in place, the chances of completing a project successfully will
drop considerably, even if that project plan was made with planning software.

 GOVERNMENT REGULATION PLANS

Regulation on business
Tax code
Employment and labor law
Antitrust laws
 Advertising
Email marketing
Environmental regulations
Privacy
Insurance
Reporting pay data
Collecting sales tax

 CONTINUITY OF BUSINESS PLAN

Business continuity planning (BCP) is the process involved in creating a system of
prevention and recovery from potential threats to a company. The plan ensures
that the personnel and assets are protected and are able to function quickly in
the event of a disaster. The BCP is generally conceived in advanced and involves
input from key stakeholders and personnels.

 BARRIERS TO ENTRY/EXIT
Typically barriers to entry economies of size- the need for a large volume of
production and sales to reach the cost level per unit of production for
profitability is a barrier to entry.

IX. APPENDIX
 MARKET RESEARCH DATA
The right data allows you to make the right compensation and benefit decisions
that will help modernize your total rewards program and compete for the right
talent.

 LICENSES PERMITS PATENTS

This licenses shall be governed by the municipality of Echague, to build this
business name Mccaffee will be permitted by the mayor of this municipality and
this business will build at Cabugao, Echague, Isabela near at the school of Saint
joseph the worker and this is business number(#) 142723 business permit 2019

 CONTRACTS
This contract shall be governed by the municipality of Echague, to build this
business name Mccaffee will be permitted by the mayor of this municipality and
this business will build at Cabugao, Echague, Isabela near at the school of Saint
joseph the worker and this is business number(#) 142723 business permit 2019.
  EXECUTIVES ESUME sample
Charles Mcquin I. Guevarra
Dammang West, Echague Isabela
09977867771

Objectives:
 To become a head of all chefs in your company; and
 To acquire, expand and share knowledge’s and ideas that can contribute to the
growth of your company.
Educational Background:
Dammang Malitao, Elementary school, (2007-2013)
Dammang, Malitao, Echague Isabela

Doña Magdalena H. Gaffud High School, (2013-2020)

Dammang Malitao, Echague Isabela

Isabela State University, (2020-2024)

Echague Main Campus
San Fabian, Echague Isabela
Skills/ Expertise:
 Cooking over 3 dish per hour
 Versatile in any kind of work
 English expertise
 Problem solver
 Good communicator
Experience:
 I’ve started working at a Mc Donald Echague branch for 6 months as an assistant
cook.
 I’ve also worked at Max’s as an assistant chef in my first year. Then after I’ve got
promoted, I’d become the one of the head chef of their branch.
References:
Olivia Norie Osmond Dammang West, Ech. Isa. 09263002499
Angeline Joy Ibarra Dammang East, Ech. Isa. 09351691491
 PRICE LIST
Art for tea collection SMALL-80
MEDIUM-100
LARGE-130
Choco late SMALL-80
MEDIUM-100
LARGE-130
Organic syrup SMALL-130
MEDIUM-160
LARGE-200
Fappe mix SMALL-80
MEDIUM-100
LARGE-150

 LETTERS OF REFERENCE
A reference letter is used to endorse someone and provide an overview of their
skills, ability, knowledge and character. These letters are often required during
the job or academic application.

 PRODUCTS DIAGRAMS/PICTURES
Are a notation dedicated to the modelling of insurance products, and provide a
way of representing complex insurance products at a level suitable in the
graphical notation for business users.

 LEGAL DOCUMENTS
This business shall be governed by the municipality of Echague, to build this
business name Mccaffee will be permitted by the mayor of this municipality and
this business will build at Cabugao, Echague, Isabela near at the school of Saint
joseph the worker and this is business number(#) 142723 business permit 2019.

 LIST OF SUPPLIERS, CONSULTANTS, ACOUNTANT, LEGAL

SUPPLIERS- shoppee
Lazada
CONSULTANTS- Johndel Ualat
Joquin Guevarra Ualat
ACCOUNTANT- Janice Ualat
Nathalie Joy Guevarra