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Paano Gumawa ng Business Plan

February 13, 2018 by Ray L. 3 Comments

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English Version (Click Here)

Sa pagluluto, ang mga pinakamagagaling na chef ay sumusunod sa konseptong “mise en place” (lahat nasa tamang lugar). Ibig sabihin noon, kailangan naintindihan mo na ang mga instructions o tagubilin sa pagluluto at inihanda mo na ang lahat ng sangkap bago ka magsimula. Kung hindi mo siniguradong ihanda ang lahat ng kailangan, ang mga nakalimutan mong gawin ay pwedeng makasira sa lasa ng iyong niluluto. Ang konseptong ito ay pwede mo ring gamitin sa pagsisimula ng negosyo. Kailangang planado mo na ang lahat para makita mo ang mga bagay na pwedeng pagmulan ng problema at iresolba mo sila bago ka magsimula, at ililista mo rin ang mga bagay na kailangan mong gawin para mas mataas ang pagkakataong magtagumpay ang iyong negosyo.

Bukod sa paghahanda para sa mga problemang pwedeng harapin, kapag nangangailangan ka ng loans sa bangko o kailangan mo ng investors na magbibigay ng pera o kapital para sa iyong negosyo, malamang gugustuhin muna nilang makita ang iyong business plan . Isipin mo lang, kung may nanghihingi sa iyo ng sampung libong dolyar (halos P500,000), ang negosyanteng alam ang kailangan nilang gawin para magtagumpay ang kanilang negoyso ay mas nararapat bigyan ng pagkakataon kumpara sa isa pang negosyanteng nanghuhula lang.

Maraming ibang mas detalyadong guides tungkol sa pagsulat ng business plan sa internet. Ang article na ito ay maglalaman lang ng basics. Ang pangunahing dahilan kung bakit isinulat ko ito ay dahil hindi ganoon karami ang mga guides na nakasulat sa Tagalog. Kapag kailangan mong magsimulang gumawa ng business plan, basahin mo lang ito para makita ang ilang mga bagay na kailangan mong pagisipan.

Paano Gumawa ng Business Plan - Your Wealthy Mind

Executive summary

Madalas ito ang pinakaunang bahagi ng business plan pagkatapos ng title page. Ang executive summary ay naglalaman ng mga pinakamahalagang impormasyon tungkol sa iyong kumpanya.

  • Ano ang ginagawa ng kumpanya mo?
  • Ano ang iyong mga produkto o serbisyong ginagawa?
  • Ano ang mission statement ng kumpanya mo?

Ano ang iyong pinakamahalagang competitive advantages at disadvantages (mga ginagawa ninyo kung saan mas magaling kayo kumpara sa ibang kumpanya, at mga bagay na hindi mo magawa nang kasing husay nila) pati na rin operational strengths at weaknesses (mga nagagawa niyong mabuti sa negosyo at mga problema niyo sa pagpapatakbo ng negosyo)? Ang lahat ng iyong at iba pa ay dapat nakabuod sa bahaging ito.

Bukod pa roon, sabi ng iba kailangan mo ring sabihin dito ang mga bagay na kailangan mo mula sa mga taong magbabasa ng iyong plan. Kapag kailangan mo ng investment na pera para sa kung ano mang bagay, pwede mo silang ilarawan dito. Siguraduhin mo lang na kaaya-aya ito para sa mga investors.

Ang isa pang payo na ibinibigay ng mga tao ay dapat mo raw isulat ang executive summary pagkatapos mong isulat ang iba pang bahagi ng iyong business plan. Kung mayroon ka nang klarong overview o pagtanaw ng iyong negosyo, saka ka lang makakapagsulat ng summary na magbubuod nito ng maayos.

Business or company description

Kailangan nakalagay dito ang mga pinakamahalagang detalye ng iyong industriya at kumpanya . Gaano kalaki ang iyong organisasyon? Nasaan ang opisina ninyo? Ano ang pangunahing ginagawa ng iyong kumpanya? (i.e. manufacturing products, services and repairs, atbp.)

Kailangan mo ring ilagay dito ang pinakamagagandang impormasyon tungkol sa kumpanya niyo . Sabihin mo ang mga bagay kung saan mahusay ang kumpanya niyo at anong mga factors o mga bagay ang nakakatulong sa iyong negosyo tulad ng iyong mga competitive advantages, operational strengths, technological advantages, at iba pa.

Organization and management

Ano ang legal structure ng iyong kumpanya? (Sole proprietorship? Corporation?) Sino sino ang iyong pinakamatataas na executives at team members? Mayroon ba sa inyong may special skills o experience na mabuting malaman ng mga investors? May mga tauhan ka ba na mga celebrities, influencers, o mga mahusay na entrepreneur na makatutulong nang husto sa iyong kumpanya na magtagumpay sa negosyo?

Market strategy or market analysis

Pagusapan mong mabuti ang mga kasalukuyang nangyayari sa iyong industriya at ang market na gusto mong pasukin. Maraming tao ba ang bibili ng mga produkto o serbisyo mo? Papatok ba ang negosyo mo sa kasalukuyang panahon? May mga bagong trends ka bang maaaring gamitin? Mayroon din bang mga bagong pangyayari na pwedeng magdulot ng mga problema? Alin naman doon ang magagamit mo para maging mas matibay ang posisyon ng iyong negosyo?

Anong klaseng tao (o organisasyon) ang nasa iyong target market (mga pagbebentahan mo)? Sinu sino ang iyong pinakamahahalaga mong customers? Sino ang mga taong bibili ng iyong produkto o gagamit ng iyong mga serbisyo?

Bago pa iyon, kailangan mo ring alamin kapag may malaking market para sa iyong produkto o serbisyo, at kung kayang suportahan ng mga produkto mo ang pangangailangan ng mga customers mo. Kapag mali ang kalkulasyon mo dito, baka matulad ka sa mga kumpanyang nagbebenta dati ng mga segway at “hoverboards” . May maganda nga silang produkto, pero hindi naman pala ganoon kalaki ang market (walang masyadong bumibili).

magnifier page letters newspaper

Competitor analysis

Ang isang mahalagang business tip na natutunan ko ay mabuti kapag mayroon kang kompetisyon . Kapag may mga kakompetensya kang mga kumpanya na gumagawa ng produkto o serbisyong katulad ng iyo, ibig sabihin noon may market nga para sa produkto mo. May mga taong bumibili ng mga bagay na gusto mong ibenta, at marami ang bumibili kaya may mga negosyong nabubuhay at umaasenso dito.

Ang tanong naman ngayon, ano ang pwede mong matutunan sa iyong mga kakompetensya? Ano ang ginagawa nila? May mga trends ba silang sinusundan o sinisimulan? Ano ang pinagkaiba mo sa kanila? Bakit naman ikaw ang pipiliin ng mga customers at hindi ang kakompetensya mo?

Products and services

Ilarawan mo nang mabuti ang mga produkto o serbisyong ibebenta mo. Ano ang mga ito at ano ang espesyal sa gawa mo? Paano ito ginagawa? May mga kaparehong produkto ba sa market? Gaano kabuti ang iyong produkto kumpara sa iba? Bukod sa lahat, pag usapan mo kung bakit gugustuhin ng mga customers ang iyong produkto. Anong pangunahing benepisyo ang ibibigay ng iyong produkto o serbisyo sa ibang tao?

Marketing strategy

Anong niche o specialization ang papasukin mo? Sinu sino ang iyong mga ideal customers (tamang tama sa pangangailangan nila ang produkto mo)? Paano mo ipropromote o iaadvertise ang iyong produkto sa iyong mga customers? Paano mo ibebenta ang produkto mo? Anong mga tindahan ang magiistock nito? Ibebenta mo ba ito online? Paano mo gagawin ang pagtanggap ng orders at delivery? Ang lahat ng iyon at maraming pang ibang detalye ay dapat kasama sa iyong marketing strategy.

investments rising

Financial plan/analysis/projections

Kung nangangailangan ka ng funding o pera, dito ang pinakamainam na lugar kung saan mo pwedeng ilagay iyon. Ilarawan mo ang halagang kakailanganin mo, saan mo ito gagamitin, mga kondisyong gusto mo, at marami pang iba. Gumawa ka ng napakaayos at detalyadong estimates ng posibleng cash flow, income statements, balance sheets at iba pa tungkol dito.

Isang payo na natutunan ko mula sa What They Don’t Teach You at Harvard Business School  ni Mark McCormack ay para sa mga entrepreneur na nagsisimula pa lang , doblehin mo ang expected overhead projections (ang budget mo para sa iyong gastusin sa darating na taon). Gaano ka man kametikuloso sa iyong pagplano, may mga lilitaw na hindi inaasahang gastusin kang babayaran.

Habang sinasabi ng iba na nawawalang kwenta ang battle plans kapag nakaharap mo na ang kalaban at ang mga business plan ay nagiging walang kwenta kapag nakaharap mo na ang mga customers, kailangan mo pa ring gumawa ng business plan. Sabi nga naman ng iba, ang mga hindi gumagawa ng plano ay nagplaplanong mabigo. Kailangan mo lang maging flexible at magbago ng mga plano kapag kinakailangan. Ang business plan nga naman ay isang mabuting simula para sa mga bagay na kailangan mong gawin AT ito rin ay mabuting dokumento kapag naghahanap ka ng mga investors.

Siya nga pala, bukod pa sa article na ito, narito ang ibang sources na pwede mong basahin tungkol sa paggawa ng business plan:

  • A Standard Business Plan Outline [Updated for 2017]
  • Write your business plan
  • How to Write a Business Plan
  • Comprehensive Business Plan Outline for Small Business
  • Raising Capital as a Minority Business Owner / Entrepreneur

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About Ray L.

Ray is the main writer behind YourWealthyMind.com. He is a proponent of self-improvement and self-education, and he believes that anyone can achieve their goals once they learn the knowledge and skills they need to attain them. He considers it his mission to enrich lives and end poverty by teaching people lessons they may need to succeed.

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November 23, 2021 at 10:30 am

Very informative and easy to understand especially that it’s written in Tagalog. Would like to have a permission to use (include) this in my lesson for my grade 10 students. Since it’s modular distance learning and they have to study on their own, they were having a difficulty in understanding the lesson especially if it’s written in English. I’ll be giving them this link so that they will be able to understand the concept and the components of a business plan.

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November 24, 2021 at 7:27 am

Hello Teacher Jo,

Sure! Please go ahead and use it! I hope your students find it useful.

Regards, Ray L. YourWealthyMind.com

[…] Tagalog Version (Click Here) […]

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A business plan for "Kopinoy"

Profile image of Roy Benjamin  Pulumbarit

The essence of coffee as a satisfying drink that most people are looking for, considering that Filipinos consume about 21,600,000 cups of coffee a day according to Nestlé’s consumer marketing division, drove the owners to start a new coffee shop business, “Kopinoy”. The name, “Kopinoy”, is a combination of the word ‘coffee’, the primary product of the business, and ‘Pinoy’, the mainstream term used in referring to Filipinos, will be a newly established coffee shop that will put up a new way of making coffee and will provide a different and enjoyable customer service experience.

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How to Make a Business Plan Like a Pro: Step-by-Step Guide and Samples

Venus Zoleta

Venus Zoleta

how to make a business plan | Moneymax

Banks and government agencies that provide loans for businesses in the Philippines require prospective borrowers to submit documents proving their creditworthiness. Applying for a business loan ? A requirement you must pay attention to is the business plan .

Many aspiring Filipino entrepreneurs who don’t have time to make a business plan for a small business just wing it for the sake of fulfilling the loan requirements. Don’t make that mistake.

Writing this document does take time and effort; so does learning how to make a business plan. If you’re serious about improving your chance of getting approved for a loan for your small business, you have to make it as comprehensive and detailed as possible.

What is a Business Plan, and Why Should You Make One?

A business plan is a written document with a proposal covering all the nitty-gritty of starting a business in the Philippines. [1]  It’s solid proof of your business’ profit potential and your ability to pay off your loan.

A business plan will define your short-term and long-term business objectives and help you focus on specific steps to achieve these business objectives. Moreover, it will also help you come up with effective strategies for your business growth and attract potential partners or investors, just to name a few.

How to Make a Business Plan in the Philippines

It may be a daunting task, but here's how to write an effective business plan for SMEs.

Step 1: Define Your Business Concept

how to make a business plan - Define Your Business Concept

Every business starts with an idea, and yours has to be developed into a clear concept. Doing so will keep you on track while drafting the plan for your small business .

With that, a business concept should include these details:

  • Mission and vision - Why you are putting up this business?
  • Target market - Who will buy your products or services? What problems or pain points of your target customers do you want to address?
  • Product - What will you offer as a solution to your target market’s problems?
  • Value proposition - What are your unique selling points? Why should people buy from you instead of the competitor?
  • Branding - What is the expertise or specialization of your business? How do you want to position it in your industry?
  • What Small Business Ideas Can You Start in the Philippines?
  • Profitable and In-Demand Home-Based Business Ideas in the Philippines
  • Business Ideas with Under ₱50,000 Capital in the Philippines

Step 2: Research Your Market and Industry

how to make a business plan - research market and industry

Once you’ve finalized your business concept, you can start collecting data about your target market and the industry you’ll be in to find out if your idea is feasible. Never skip this step—you have to prove to the bank that everything in your business plan is based on facts.

Make sure your business plan research covers these areas:

  • Market research through surveys, personal interviews, and focus group discussions that gather insights from target customers, suppliers, and industry experts
  • Data about your competitors
  • Industry trends and growth potential based on published studies and research

Analyze your compiled data and see if your business concept needs fine-tuning to make it more viable.

Step 3: Create Your Outline

Prepare an outline that will keep your business plan ideas organized. If you're looking for a sample business plan, a good template to use is the format developed by the Department of Trade and Industry (DTI). [2] It's a sample of a simple business plan outline with five sections:

  • Executive Summary
  • Marketing Plan
  • Production Plan
  • Organization and Management Plan
  • Financial Plan

Step 4: Develop the Main Sections

how to make a business plan - Develop the Main Sections

Next, start working on the following different sections of your business plan:

📝 Executive Summary

Open your business plan with a brief overview of your business, its nature, and its competitive edge. Include your qualifications and competencies, as well as a short discussion of how the loan will help your business grow.

📝 Marketing Plan

Discuss your product or service offerings, market demographics, competitor analysis, and marketing strategies that you’ll use to achieve your sales targets. The loan provider needs to know how much you’ll need to market and distribute your products.

📝 Production Plan

Convince the financing institution that you have the operational capacity to meet your sales forecasts by explaining all aspects of your production process, including equipment, raw materials, labor, and overhead expenses.

📝 Organization and Management Plan

Loan providers in the Philippines need assurance that you can manage your business well. In this section, present details on how you’ll run the business and back it up with your and your team's relevant qualifications and experience.

If you need a sample management plan in a business plan, you may refer to some examples available online. [3]

📝 Financial Plan

Make your financial plan as comprehensive as possible, as this will show the potential financial strength of your business. The lender will closely scrutinize your financial strategies and projections to determine if you can repay the loan.

Include these key details to give a realistic view of how your small business will perform:

  • Cash flow statement
  • Break-even analysis
  • Return on investment
  • Sales and profits forecasts for the next three years
  • Loan purpose (e.g., purchase of new assets and equipment, payment for operating expenses, working capital, etc.)
  • Loan repayment time frame and your plan if you’re unable to pay off the loan
  • Where to Get Capital for Business: 8 Funding Sources to Look Into
  • Crowdfunding 101: What It is, Platforms in the Philippines, and More

Apply for a UnionBank Personal Loan via Moneymax today

Step 5: Add Supporting Information

Want to know how to make a business plan that will raise your chance of getting approved for a loan? Back up your business plan with as many supplementary documents as possible.

You can add an Appendix section with the following information:

  • Documents that support your financial plan such as contracts, copies of leases, etc.
  • Market research findings
  • Bank statements
  • Resumes of key employees

Step 6: Review and Proofread

how to make a business plan - Review and Proofread

Check your final draft thoroughly to ensure that all important details are included and the unnecessary ones are removed. Have a friend, a business partner, or a proofreader review your business plan to check for any incorrect data, unclear messaging, and typos.

You have just one shot at a loan for financing your small business—don’t ruin it with a proposal teeming with grammatical errors and misspellings. The person who will review your documents might be distracted by the errors rather than focus on your business plan’s merits and substance.

Sample Business Plan in the Philippines: 7 Good Examples for Filipino SMEs

Still not sure how to make a business plan? Need concrete ideas on how to develop the plan for your small business?

We've compiled some good proposal samples that can help you write your business plan like a pro. Check the links at the references below this article.

  • Sample business plan for a small food business [4]
  • Sample business plan for a mini fast food restaurant [5]
  • Sample business plan for an online natural supplements store [6]
  • Sample business plan for a consulting firm [7]
  • Sample business plan for an event management business [8]
  • Sample business plan for a clothing retail store [9]
  • Sample business plan for a cafe [10]

Planning to open a restaurant soon? Here's a helpful sample business plan specifically for a restaurant business from the Young Entrepreneurs Forum:

Related reading:

  • How to Start a Coffee Shop Business in the Philippines
  • Diversifying Your Income? Here’s How to Start a Laundry Business
  • How to Start a Dropshipping Business in the Philippines in 2023

Final Thoughts

Organizations that provide business funding in the Philippines require a well-written, concise, and complete business plan that covers all relevant information about your business.

Now that you know how to make a business plan, take the time and effort to convince the lender that you’re worthy of a business loan through your well-thought-out and flawlessly written proposal. Get started by checking a sample business plan for a small business provided above.

Find the Best Loan for Funding Your Business Here!

Check out these loan options from legitimate and reputable providers in the Philippines to see if any of them match what you're looking for. 

  • [1] Start and Grow Your Business (DTI)
  • [2] DTI Sample Business Plan Outline
  • [3]  5 Examples of a Management Plan for a Business Plan (Simplicable, 2020)
  • [4] A Sample Business Plan for Small Food Businesses (Oklahoma State University)
  • [5] Business Plan: Mini Fast Food Restaurant (Delfinado, Academia.edu)
  • [6] E-Commerce Retailer Business Plan Template  (BPlans.com)
  • [7] Sample Business Plan - We Can Do It Consulting (U.S. Small Business Administration)
  • [8] Business Plan on Event Management (Friends Event Management, Academia.edu)
  • [9] Flourish Boutique Retail Business Plan (University of Tennessee, Knoxville)
  • [10] Sample Business Plan: Moose Mountain Cafe (NHSBDC.org)

Venus has almost 20 years of combined experience in content marketing, SEO, corporate communications, and public relations. Most of her career was spent creating informative articles on personal finance and digital marketing. She also invests in stocks, mutual funds, VUL, and Pag-IBIG MP2. Venus graduated cum laude with a Journalism degree from the University of the Philippines Diliman. A hardcore Hallyu Tita , she loves bingeing Korean shows on Netflix while bonding with her cats. Follow Venus on LinkedIn.

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Financial tip:, use a personal loan to consolidate your outstanding debt at a lower interest rate.

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business plan sample tagalog

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Carinderia business plan (with pdf).

  • Food & Beverage

business plan sample tagalog

A carinderia business may be attractive and seemingly easy to set up: have a stall near your house, few tables and chairs, adequate cooking equipment and utensils and a good cook might be all you need to get started. But it’s actually a tough business to manage with low margins and factors that are hard to control. That is why, just like in any other business venture, careful planning and execution is key to getting the carinderia business off the ground and get started. A misaligned priority or missing out on a key component of the business could easily shut it down. So we came up with this basic business plan for those interested but unsure if carinderia business is the way to go. Just because you like the business does not always mean it’s meant for you. Thorough research and sufficient business support are needed.

Table of Contents

Market research

Was the idea of establishing your business borne out of your passion to cook? Was it because a vacant stall in the public market seems suitable to set up your carinderia? Or was it because you hear so many people complain about not having enough meal choices in your neighborhood? If you tick any of the above boxes, you’ve got the potential to get started but not enough to steamroll with the carinderia bandwagon.

business plan sample tagalog

  • Which segments do they belong to (low-wage workers, office workers, housewives, students, drivers, seasonal workers)?
  • What is their corresponding buying power?
  • Do they tend to be loyal at a specific eatery or can easily be swayed of their choices depending on available food, season, weather, etc?
  • Are they encouraged to eat out or can easily switch back to prepared meals if provided with the opportunity?

Existing carinderias in the neighborhood . Identify them and ask yourself and others about them:

  • Do they serve a good variety of food for customers ?
  • Do they operate 24/7 or only during lunch/dinner or a certain times of the day?
  • Do they operate as a legitimate business or behave like an extended table serving home-cooked meals?
  • Do they source their materials from sustainable
  • Do you or others have a good impression of them in terms of sanitation, food taste, price point, general ambiance, and customer service?
  • Do they have generally favorable sentiment from customers?
  • What are their advantages and disadvantages?

Urban planning and development. Think about what the neighborhood would look like in the next five to ten years.

  • Are there proposed landmark buildings, infrastructure projects, new business establishments, or public projects forthcoming?
  • Are there new schools, residential buildings, hospitals, or transport rerouting planned?

Available resources. This is key to sustaining the needs of your carinderia business.

  • Are suppliers available nearby and accessible without investing a significant amount of money or time? They include meat, poultry, vegetable, seafood, or fruit dealers.
  • Are there cheaper alternatives you can explore such as wholesalers who can give you better deals and stronger business relationships?
  • Is it easy to find workers like waiters, dishwashers, cooks, assistants, cleaners, and cashiers who can augment the needs of a growing business?
  • Is the power supply stable and does not require you to procure generators in case of a power failure?
  • Is the water supply stable and does not require interruptions?
  • Do you have existing materials and equipment such as fridges, freezers , or gas stoves that can be used and reduce initial spending to set up the carinderia business?
  • Is there an ample disposal area to discard material waste?

Financial ability and literacy.  This is what everyone wants to discuss when planning for the business so this must be very important.

  • Will you use your personal savings to invest in the business?
  • Do you need to borrow money to finance the business?
  • Do you have a credit line to use as a lifeline in procuring necessary materials?
  • Do you or a partner have a background in accounting and basic concepts of cash flow?
  • Are you familiar with the business licensing, taxes, wages, and benefits that go with the carinderia business?

Hopefully, the list provides a sufficient understanding of how suitable you are to pursue the business. This research is helpful not only for the business but also to prequalify you as a player in the business. Without due diligence and enough market know-how, challenges that would have been anticipated in this initial research stage could emerge down the road and it’s more difficult to back down and make hard choices.

Capital money

Some sources say us included, that a P15,000 investment will be enough to start the business, maybe as a food delivery business instead of a full-fledged carinderia entity. With limited capital money to buy bulk inventory of ingredients, food will be cooked in smaller portions, and orders are delivered to homes instead of accepting dine-in customers. But even before operations can begin, administrative expenses should be considered: barangay permits, rental fees, and so on. Profits will be minimal at around 5% depending on how you source your ingredients or save on costs (more on this later below). Breaking even will depend on your setup. If you are mostly utilizing your own resources such as vacant space in the backyard instead of renting a space in the market or family members helping out instead of hiring an extra hand, a significant amount of your capital expenses can be used for production. This counts utensils, cooking equipment, meat and seafood produce, vegetables, and condiments. Spending your capital money on a formal venue like a market stall may be more expensive but it also signifies your long-term commitment to the business. When the business falters when you find out your backyard does not have enough foot traffic, it’s easy to fold because you are less dependent on external factors. Hiring an experienced cook will help guarantee food quality especially if family members are less skilled or less committed to working for free for the family business. So it doesn’t mean that if you’re investing less in setting up your eatery business, you’ll more likely to succeed. Likewise, if you borrow a huge amount and are heavily invested in a proper venue, you’ll be less likely to prosper.

Carinderia design

The design of your eatery business will ideally evoke the character of your business: friendly and inviting, a place to relieve the cravings of a hungry stomach, and doubles as a place of socialization. Of course, we all imagine great designs as below with fancy design and bright, airy atmosphere. But we also think of practicality and associated costs. We ask ourselves:

  • Do our customers stay long enough to marvel at the interiors or do we simply want them to spend half an hour so more customers can come in and eat?
  • Do we wish to establish our presence as the talk of the town and generate word of mouth or even get featured in local magazines or TV shows?
  • Do we have enough resources to execute our design plan? Money to pay a good interior designer. Materials to put brilliant design ideas into life.
  • Are our ideal designs applicable to the neighborhood we wish to operate in terms of practicality such as comfort, ease of access, and efficiency in managing incoming and outgoing customers?

Nonetheless, let’s explore some inspiration designs for small food kiosks that can be applied to your carinderia.

business plan sample tagalog

Manpower resources

Managing a carinderia business can range from an all-around cook/dishwasher/accountant/procurement officer to a full team of specialized roles. Depending on the scale of operation and number of customers that can be accommodated at any given time, here are some of those specialty roles: Cook – the heart and soul of the carinderia business. He or she conceptualize which types of food appear on the menu, handpicks the ingredients, slices them accordingly, and does magical things in the kitchen. Whether honed by skills passed on in the family or acquired in a culinary school, the cook’s masterpiece will be significant in customer loyalty and the carinderia’s reputation. Manager – often the owner of the carinderia business, he or she oversees the overall operation of the business. From ushering in customers inside to ensure a steady supply of food choices in the tray, he/she attempts to troubleshoot problems and achieve harmony in the operation. The manager can also dabble into cleaning up tables, assisting the cashier, verifying supplier deliveries, and makes quick resolutions on issues that may arise. Cleaner – this person ensures that the sanitation of the carinderia is in top shape. The cleaner makes quick work of tables and prepares them for the next customer. He or she ensures that leftover soft drinks, plates, and discarded food are away from the eyes of the public as soon as possible and makes prompt disposal of garbage. After operating hours, he or she makes a thorough cleaning of the carinderia: floors, tables and chairs, food shelves, kitchen and cooking area, and lastly, the toilet. Dishwasher – this role extends beyond cleaning dishes and other tableware, glasses, and cooking utensils during business hours. After hours, the role of the dishwasher will transform to that of the cleaner. This separate role manifests the importance of making the tableware clean; a singular presence of blemish can tarnish the reputation of the carinderia. This is especially crucial if the eatery relies on handwashing and without the help of a dishwashing machine. Cashier/Accountant – this person takes charge of the finances of the business. He or she collects customer bill payment, looks at the inventory of materials, analyze which menu items are profitable or loss-making, makes suggestions on the menu from a profit perspective. He or she also looks after the cash flow management and makes tight monitoring of expenses (LPG supply, electricity/water bills, supplier invoices, salary/payroll, and taxes and permits ) against income. Utility person – this person does everything not defined from the above list. This role can assist the above jobs or tasks that are not anticipated in the operation. He or she helps arrange the delivery of meat/veggies of suppliers, replaces broken bulbs or faucets, orders extra rice from other restaurants or condiments from the supermarket if supply is short, or keeps an eye on customers who try to steal items like cutlery.

Keeping carinderia operation costs low

In a business known for razor-thin margins, keeping operational costs low is key. There are expenses that you cannot avoid (permits, raw materials, equipment, and labor), but you can keep them low without resorting to unlawful practices to get the bottom line.

  • Location. Rental costs cover a significant amount in a daily expense, so if you can set up in a space you own, that saves up a lot of money. It can be a small space at the beginning, as you start to attract loyal customers and build your carinderia’s brand. You can later move to a more prominent location and expect your loyal customers to follow.
  • Labor. Employing family members can help mitigate labor costs, but it’s also important to realize that even if they are not working for free, and must be compensated in some shape or form. Their presence helps minimize expenses that would otherwise go to a skilled and experienced worker, but their lack of know-how can also be detrimental to the carinderia operation. If they lack exposure to the job, family members can fill roles (dishwashing, cleaning) that are not specialized (cooking, accounting).
  • Materials. Will you require high-end meat cuts to achieve premium taste or do lower-grade meats still do the job? Will you use ceramic which is more stylish and food safe or plastic plates that are less risky to damage or breakage?
  • Buy equipment at second-hand shops, shops winding down, or nearby auction events. This includes fridges, cooking utensils, tables, and chairs. Buying brand-new ones minimize the risk of breakdown, but if you know how to examine the quality of say, a freezer or the safety of a gas stove offered at a second-hand shop, you can save lots of capital money.
  • Rent items you don’t need to buy outright. Tables and chairs are classic examples. Once you’ve grown the business, you can replace these with more appropriate dining furniture.
  • No freeloaders. Except for family members, do not allow anyone else to dine at the carinderia without paying. You are running a business and not a charity so your decision must be respected.
  • Marketing the business. Will you advertise in your local newspaper or promote it on Google My Business? Are you investing in great-tasting food and planning to make each customer the salesperson in a word of mouth advertising? Are you willing to offer discounts to customers for an honest positive review online? Or do you wish to get the attention of influencers promoting your carinderia in their Instagram feed or YouTube channel? There are certainly ways to promote your carinderia without spending top money on traditional advertising media.

Commitment to growth

Starting your carinderia business is the most challenging, just like in any other business. You set up your venue, acquire equipment and tools, human resources and promote your eatery to the public. That’s an investment of so much effort, not to mention your financial input in the process. And that’s even before you transact with your first customers. Sustaining the business is another beast to tame. As you get started, there are adjustments to make as everything is a new experience. But you dismiss these early challenges in the name of committing to growing the carinderia business. Are you willing or prepared to change your lifestyle and make this commitment? Not all carinderia follow the same timeframe as it depends on sourcing ingredients, kitchen manpower, or operation plan but it’s not unusual to observe certain owners expend a lot of energy and sacrifice a tremendous amount of time.

  • 2am – Wake up to source the freshest produce as ingredients for the day.
  • 4am – Return to the kitchen to process the ingredients — wash, slice, marinate, etc.
  • 7am – Prepare the kitchen and its equipment to cook after deciding what is the menu for the day.
  • 10am – Open the carinderia for an early brunch menu or early lunch orders
  • 11am – Be ready for the rush of customers
  • 2pm – Close the carinderia for midday cleanup and preparation for the dinner menu
  • 5pm – Open the carinderia for dinner guests
  • 9pm – Last dinner orders received
  • 10pm – Close of business day, calculation of income, cleanup, etc

There are types of food that are considered can’t miss and often attract the attention of customers. But menu items can only materialize and make more sense if:

  • they are easily sourced and profitable, even if they are quite expensive to buy from suppliers
  • the typical customers are likely to pick them based on taste or financial power. How much will students, office workers, or tricycle drivers be willing to spend for lunch?
  • they align with the timing of your operation. A menu of goto, tapsilog, lugaw or tokwa is good to start the day while preparing the main menu for lunch.

Depending on your market research, you might decide that your carinderia will only serve lunch as it’s the peak time of activity in the area. Maybe folks (students, factory workers, laborers) will likely return home and eat dinner prepared by their families. In that case, you can narrow down options, even though there’s a lot in common between lunch and dinner options for a typical Filipino appetite. Fixed menu or flexible menu? It’s certainly your call as you discern the pattern of your past customers. But it would be great to have a bit of variety (think of specials for the day menu) available to those who wish to explore new options. Or have a certain specialty like lechon or ginisang munggo available on a specific day. This can be a deliberate choice of day or due to the required time to prepare or sourcing of raw materials. We have a list of popular carineria menu but you can consider the following items as well:

  • Adobong manok
  • Adobong baboy
  • Adobong pusit
  • Adobong kangkong
  • Chicken tinola
  • Chicken afritada
  • Pork menudo
  • Pork sinigang
  • Bistek Tagalog
  • Inihaw na liempo
  • Nilagang baka
  • Bicol express
  • Pork barbecue

Pick 3-5 main specialties and make sure you have enough rice! This staple food is a Filipino favorite and cost-wise it helps customers get full without spending much. A safe bet would be items that don’t spoil easily. Otherwise, food poisoning and other health issues can easily break your personal reputation and destroy the business. If you think offering unlimited rice (even as an opening week promotion) will attract customers without going in the red, it would be a good marketing approach.

Focus on cleanliness and carinderia hygiene

Many carinderia businesses in the Philippines exist in places that are less desirable for health reasons. Many are located near the road where food and customers are exposed to dust, smoke, and other sources of unpleasant odor. And just because nobody got sick does not mean you are operations are up to prescribed sanitation standards. Operating a clean carinderia will incur extra costs but this will always pay off as customers will appreciate how you take care of their well-being as much as your business bottom line. After all, you are preparing what they’ll eat and that’s a big deal health-wise. Cleanliness is not just about food preparation. It also includes the sanitation process when cleaning plates and cutlery, sourcing of your drinking water, cleanliness of hand towels, and condition of floors, food shelves, and toilets. These are things you not only consider but follow by heart.

  • Ensure everyone involved in the carinderia operation has health clearance.
  • Maintain cleanliness and safety in your kitchen area. Clean pots, pans and maintain the cooking area in an orderly manner. Wipe the floors to avoid slipping.
  • Maintain cleanliness of floors by wiping off dirt and discarded materials as often as possible.
  • Keep pets, stray animals away from your kitchen and dining area.
  • Make washing of hands a standard procedure and provide appropriate facilities for both workers and customers.
  • The kitchen crew must wear proper clothing (apron, gloves, masks, hair nets).
  • Servers also need to wear clean clothing.
  • Make trash cans available in designated areas.
  • Dispose of garbage frequently and in an orderly manner.
  • Have sanitizers available in the kitchen and serving area
  • Use electric fans or mosquito coils to keep insects like flies and mosquitoes away.
  • Make sure all food served is properly covered with lids, aluminum foil, or cling wrap to avoid contamination.
  • Sanitize all kitchen utensils, cutting boards, plates, bowls, and pans in hot water and anti-bacterial solution.
  • Store food in sealed containers and incorrect temperature settings.
  • Do not transact with suppliers with questionable sources or low-quality materials.
  • Clean knives, tongs, spatula and wipe them clean before usage to avoid cross-contamination between meats and other ingredients.
  • Sterilize utensils and wipe them clean before access to customers
  • Use separate serving spoons for every dish.
  • Use separate kitchen equipment for cooked and uncooked ingredients.
  • Dispose of used oil properly.
  • Throw away food or ingredients if you are unsure of its quality.
  • Discard items once they are past their expiry dates.
  • Make sure you end the carinderia’s business day with a clean kitchen, utensils and cutlery, dining area, toilet.
  • The following day, wash all plates, utensils, and cutlery again.

A carinderia business is a business that requires a lot of work and dedication, so it’s suitable for people who value hard work but have little capital money. It requires the full cooperation of staff and commitment to great experience — food service, food quality, great dining experience, and clean surroundings. That builds up over time and your effort and commitment will bear fruits sooner than you expect. Loyal customers will soon sing praises of your carinderia once you have put in a consistent effort to achieve that great dining experience. Good luck from Pinoy Negosyo!

Download PDF – Carinderia Business Plan

  • 9 Filipino Dishes Your Carinderia Should Serve
  • 7 Reasons Why You Should Open a Carinderia Business
  • Basic Guides on Operating a Carinderia / Catering Business
  • 5 Stressful Challenges Carinderia Businesses Often Face
  • Refrigerator Buying Guide for Pinoy Business Owners

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Sample Business Plan

  • by Mary Bellis

Matuto mula sa Halimbawa na ito ng isang Full Business Plan

Ang mga sumusunod na plano sa negosyo ay mga halimbawa kung ano ang magiging hitsura ng isang nakumpletong plano sa negosyo. Gamitin ang mga tagubilin at impormasyon na kasama sa Ang Business Plan para sa Independent Inventor upang punan ang iyong sariling plano sa negosyo.

Sample Business Plan para sa American Management Technology (AMT)

Buod ng executive.

Sa pamamagitan ng pagtuon sa mga lakas nito, ang mga pangunahing customer nito, at ang mga mahahalagang halaga na kailangan nila, ang American Management Technology ay magtataas ng mga benta sa higit sa $ 10 milyon sa loob ng tatlong taon, habang pinapabuti din ang gross margin sa mga benta at pamamahala ng salapi at kapital ng trabaho.

Ang plano ng negosyo na ito ay humahantong sa daan. Binabago nito ang aming pangitain at istratehikong pokus: pagdaragdag ng halaga sa aming mga target na segment ng merkado, ang maliit na negosyo at high-end na mga gumagamit ng home office, sa aming lokal na merkado. Nagbibigay din ito ng hakbang-hakbang na plano para mapabuti ang aming mga benta, gross margin, at kakayahang kumita.

Kabilang sa planong ito ang buod na ito, at mga kabanata sa kumpanya, mga produkto at serbisyo, pokus sa merkado, mga plano sa pagkilos at mga pagtataya, pangkat ng pamamahala, at plano sa pananalapi.

1.1 Mga Layunin

1. Pagbebenta ng pagtaas sa higit sa $ 10 milyon sa ikatlong taon.

2. Dalhin ang gross margin pabalik sa itaas 25%, at panatilihin ang antas na iyon.

3. Ibenta ang $ 2 milyon ng serbisyo, suporta, at pagsasanay sa 2018.

4. Pagbutihin ang paglilipat ng imbentaryo hanggang 6 na lumiliko sa susunod na taon, 7 sa 2016, at 8 sa 2017.

1.2 Mission

Ang AMT ay itinayo sa palagay na ang pangangasiwa ng teknolohiya ng impormasyon para sa negosyo ay tulad ng legal na payo, accounting, graphic arts, at iba pang mga katawan ng kaalaman, na ito ay hindi likas na isang inaasahang inaasam-asam.

Ang mga smart business na mga tao na hindi computer hobbyists kailangan upang makahanap ng mga vendor ng kalidad ng maaasahang hardware, software, serbisyo, at suporta. Kailangan nilang gamitin ang mga vendor na ito sa kalidad habang ginagamit nila ang kanilang iba pang mga propesyonal na tagapagbigay ng serbisyo, tulad ng pinagkakatiwalaang mga kaalyado.

Ang AMT ay isang vendor. Naghahain ang mga kliyente nito bilang mapagkakatiwalaang kaalyado, na nagbibigay sa kanila ng katapatan ng kasosyo sa negosyo at sa ekonomiya ng isang labas na tindero.

Tinitiyak namin na ang aming mga kliyente ay may kung ano ang kailangan nila upang patakbuhin ang kanilang mga negosyo pati na rin ang posible, na may pinakamataas na kahusayan at pagiging maaasahan.

Marami sa aming mga application ng impormasyon ay kritikal na misyon, kaya binibigyan namin ang aming mga kliyente ng katiyakan na kami ay naroroon kapag kailangan nila kami.

1.3 Keys to Success

1. Ibahin ang pagkakaiba mula sa box-push, mga business-oriented na mga negosyo sa pamamagitan ng pag-aalok at paghahatid ng serbisyo at suporta - at singilin ito.

2. Taasan ang gross margin sa higit sa 25%.

3. Palakihin ang aming mga di-hardware benta sa 20% ng kabuuang mga benta sa pamamagitan ng ikatlong taon.

2.0 Buod ng Kumpanya

Ang AMT ay isang 10-taong-gulang na reseller ng computer na may mga benta ng $ 7 milyon kada taon, pagtanggi sa mga margin, at presyur sa merkado. May magandang reputasyon, mahusay na tao, at matatag na posisyon sa lokal na merkado, ngunit may problema sa pagpapanatili ng malusog na pinansiyal.

2.1 Pagmamay-ari ng Kumpanya

Ang AMT ay isang pribadong korporasyon ng C na pag-aari ng karamihan sa pamamagitan ng tagapagtatag at pangulo nito, si Ralph Jones. Mayroong anim na may-ari ng bahagi, kasama ang apat na namumuhunan at dalawang nakaraang empleyado. Ang pinakamalaking sa mga ito (sa porsiyento ng pagmamay-ari) ay si Frank Dudley, ang aming abogado, at si Paul Karots, ang aming consultant sa public relations. Walang nagmamay-ari ng higit sa 15%, ngunit pareho silang aktibong kalahok sa mga desisyon sa pamamahala.

2.2 Kasaysayan ng Kumpanya

Ang AMT ay nahuli sa pagkagumon ng margin ng mga squeeze ng margin na apektado ng mga reseller ng computer sa buong mundo. Bagaman ang tsart na pinamagatang Past Financial Performance ay nagpapakita na kami ay nagkaroon ng malusog na paglago sa mga benta na ito ay nagpapakita rin ng pagtanggi ng gross margin at pagtanggi ng kita.

Ang mas detalyadong mga numero sa Table 2.2 ay kasama ang iba pang mga tagapagpahiwatig ng ilang mga pag-aalala Ang gross margin ay patuloy na bumababa, tulad ng nakikita natin sa tsart. Ang paglilipat ng inventory ay nagiging mas malala pa.

Ang lahat ng mga alalahanin na ito ay bahagi ng pangkalahatang trend na nakakaapekto sa mga reseller ng computer. Ang margin squeeze ay nangyayari sa buong industriya ng computer sa buong mundo.

Balance Sheet: 2016

Mga Short-term Asset

Cash $ 55,432

Mga account na maaaring tanggapin $ 395,107

Imbentaryo $ 651,012

Iba pang mga Short-term Asset $ 25,000

Kabuuang mga Panandaliang Asset $ 1,126,551

Long-term Asset

Capital Assets $ 350,000

Kinalkula ng halagang $ 50,000

Kabuuang Pang-matagalang Asset $ 300,000

Kabuuang mga Ari-arian $ 1,426,551

Utang at Equity

Mga Account na mababayaran $ 223,897

Mga panandaliang Tala sa $ 90,000

Iba pang ST Liabilities $ 15,000

Subtotal Mga Pananagutang sa Panandaliang $ 328,897

Mga Pangmatagalang Pananagutan $ 284,862

Kabuuang Pananagutang $ 613,759

Bayad sa Capital $ 500,000

Napanatili na mga kita $ 238,140

Mga kita $ 437,411 $ 366,761 $ 74,652

Kabuuang Equity $ 812,792

Kabuuang Utang at Equity $ 1,426,551

Iba pang Input: 2016

Araw ng pagbabayad 30

Benta sa kredito $ 3,445,688

Mga tira ng tungkulin 8.72

2.4 Mga Lokasyon ng Kumpanya at Mga Pasilidad

Mayroon kaming isang lokasyon - isang 7,000 square foot store sa isang suburban shopping center na matatagpuan malapit sa lugar ng downtown. Kabilang dito ang isang lugar ng pagsasanay, departamento ng serbisyo, mga tanggapan, at lugar ng showroom.

3.0 Mga Produkto at Mga Serbisyo

Binebenta ng AMT ang teknolohiya ng personal computer para sa maliliit na negosyo kabilang ang personal computer hardware, peripheral, network, software, suporta, serbisyo, at pagsasanay.

Sa huli, talagang nagbebenta kami ng teknolohiya ng impormasyon. Nagbebenta kami ng pagiging maaasahan, at kumpiyansa. Ibinebenta namin ang katiyakan sa mga maliliit na negosyante upang malaman na ang kanilang negosyo ay hindi magtatagal ng kalamidad sa teknolohiya ng impormasyon.

Naghahain ang AMT sa mga kliyente nito bilang mapagkakatiwalaang kaalyado, na nagbibigay sa kanila ng katapatan ng kasosyo sa negosyo at sa ekonomiya ng isang labas na tindero. Sinisiguro namin na ang aming mga kliyente ay may kung ano ang kailangan nila upang patakbuhin ang kanilang negosyo pati na rin ang posible, na may pinakamataas na kahusayan at pagiging maaasahan.

Dahil marami sa aming mga aplikasyon ng impormasyon ay kritikal na misyon, binibigyan namin ang aming mga kliyente ng kumpiyansa na magkakaroon kami kapag kailangan nila kami.

3.1 Paglalarawan ng Produkto at Serbisyo

Sa personal na mga computer, sinusuportahan namin ang tatlong pangunahing linya:

Ang Super Home ay ang aming pinakamaliit at hindi bababa sa mahal, sa una ay nakaposisyon sa pamamagitan ng tagagawa nito bilang isang computer sa bahay. Ginagamit namin itong higit sa lahat bilang isang murang workstation para sa maliliit na pag-install ng negosyo. Kasama sa mga detalye nito ang ....

Ang Power User ay ang aming pangunahing up-scale na linya. Ito ang aming pinakamahalagang sistema para sa high-end na bahay at maliliit na pangunahing workstation ng negosyo, dahil sa .... Ang mga pangunahing lakas nito ay .... Ang mga detalye nito ay kasama ....

Ang Business Special ay isang intermediate system, na ginagamit upang punan ang puwang sa pagpoposisyon. Kabilang sa mga detalye nito ang ...

Sa mga peripheral, accessory at iba pang hardware, nagdadala kami ng kumpletong linya ng kinakailangang mga item mula sa mga cable sa mga form sa mousepad ...

Sa serbisyo at suporta, nag-aalok kami ng isang hanay ng mga serbisyo ng walk-in o depot, mga kontrata sa pagpapanatili at mga garantiya sa site. Wala kaming maraming tagumpay na nagbebenta ng mga kontrata ng serbisyo. Ang aming mga kakayahan sa networking ...

Sa software, nagbebenta kami ng kumpletong linya ng ...

Sa pagsasanay, nag-aalok kami ...

3.2 Competitive Paghahambing

Ang tanging paraan na maaari naming pag-asa upang makilala ang mahusay ay upang tukuyin ang pangitain ng kumpanya upang maging isang kaanib ng teknolohiya ng impormasyon sa aming mga kliyente. Hindi namin magagawang upang makipagkumpetensya sa anumang epektibong paraan sa mga chain na gumagamit ng mga kahon o mga produkto bilang mga kasangkapan. Kailangan nating mag-alok ng isang tunay na alyansa.

Kabilang sa mga benepisyo na ibinebenta namin ang maraming di-nakakaalam: kumpiyansa, pagiging maaasahan, pag-alam na may isang tao na naroroon upang sagutin ang mga tanong at tumulong sa mga mahahalagang oras.

Ang mga ito ay kumplikadong mga produkto, mga produkto na nangangailangan ng malubhang kaalaman at karanasan upang magamit, at ibinebenta lamang ng aming mga kakumpetensya ang mga produkto mismo.

Sa kasamaang palad, hindi namin maibebenta ang mga produkto sa mas mataas na presyo dahil lamang sa nag-aalok kami ng mga serbisyo; ipinakita ng merkado na hindi ito susuportahan ng konsepto na iyon. Kailangan din naming ibenta ang serbisyo at sisingilin para dito nang hiwalay.

3.3 Sales Literatura

Ang mga kopya ng aming polyeto at mga patalastas ay naka-attach bilang mga appendice. Siyempre isa sa aming mga unang gawain ay upang baguhin ang mensahe ng aming panitikan upang matiyak na ibinebenta namin ang kumpanya, sa halip na ang produkto.

3.4 Sourcing

Ang aming mga gastos ay bahagi ng margin squeeze. Tulad ng kumpetisyon sa pagtaas ng presyo, ang pag-iisa sa pagitan ng presyo ng tagagawa sa mga channel at mga end-user na ultimate purchase price ay patuloy.

Gamit ang mga linya ng hardware, ang aming mga margin ay patuloy na bumabagsak. Karaniwan naming binibili sa ... Ang aming mga gilid ay pinipigilan mula sa 25% ng limang taon na nakalipas na mas katulad ng 13-15% sa kasalukuyan. Sa mga pangunahing linya ng mga palawit ay may katulad na palabas na nagpapakita, na may mga presyo para sa mga printer at sinusubaybayan ang patuloy na pagtanggi. Sinisimulan din naming makita ang parehong kalakaran sa software ....

Upang mapanatili ang mga gastos pababa hangga't maaari, tinutuon namin ang aming pagbili sa Hauser, na nag-aalok ng 30 araw na mga tuntunin sa net at magdamag na pagpapadala mula sa warehouse sa Dayton. Kailangan nating pag-isiping mabuti sa pagtiyak na ang ating lakas ng tunog ay nagbibigay sa atin ng lakas ng pakikipag-ayos.

Sa mga accessory at mga add-on maaari pa rin kaming makakuha ng disenteng mga margin, 25% hanggang 40%.

Para sa software, ang margins ay ...

3.5 Teknolohiya

Mayroon kaming mga taon na suportado ng teknolohiya ng Windows at Macintosh para sa mga CPU, bagaman napalitan namin ang mga vendor nang maraming beses para sa mga linya ng Windows (at dati DOS). Sinusuportahan din namin ang Novell, Banyon, at Microsoft networking, Xbase database software, at Claris application na mga produkto.

3.6 Mga Produkto at Serbisyo sa Hinaharap

Dapat tayong manatili sa tuktok ng mga bagong teknolohiya, dahil ito ang ating tinapay at mantikilya. Para sa networking, kailangan naming magbigay ng mas mahusay na kaalaman sa mga teknolohiya ng cross platform. Gayundin, kami ay nasa ilalim ng presyon upang mapabuti ang aming pag-unawa sa direktang kumonekta sa internet at mga kaugnay na komunikasyon. Sa wakas, bagama't mayroon kaming isang mahusay na utos ng desktop publishing, kami ay nag-aalala tungkol sa pagkuha ng mas mahusay sa pagsasama ng mga teknolohiya na lumilikha ng fax, copier, printer, at voice mail bilang bahagi ng sistema ng computer.

4.0 Buod ng Pagsusuri sa Market

Nakatuon ang AMT sa mga lokal na pamilihan, maliit na negosyo at opisina sa bahay, na may espesyal na pagtuon sa high-end na tanggapan ng bahay at ng 5-20 yunit ng maliit na negosyo.

4.1 Market Segmentation

Binibigyang-daan ng segmentasyon ang ilang silid para sa mga pagtatantya at walang-katuturang mga kahulugan. Nakatuon kami sa maliit na daluyan ng maliit na negosyo, at mahirap hanapin ang impormasyon upang makagawa ng eksaktong pag-uuri. Ang aming mga target na kumpanya ay sapat na malaki upang kailangan ang mataas na kalidad na pamamahala ng teknolohiya ng impormasyon na aming inaalok, ngunit masyadong maliit na magkaroon ng isang hiwalay na kawani ng pamamahala ng computer tulad ng isang MIS department. Sinasabi namin na ang aming target na market ay may 10-50 empleyado, at nangangailangan ng 5-20 na workstation na magkakasama sa isang lokal na lugar na network; ang kahulugan ay nababaluktot.

Ang pagtukoy sa high-end home office ay mas mahirap. Karaniwang alam namin ang mga katangian ng aming target na merkado, ngunit hindi namin mahanap ang madaling klasipikasyon na angkop sa mga magagamit na demograpiko. Ang high-end na negosyo sa tanggapan ng bahay ay isang negosyo, hindi isang libangan. Ito ay nagbubunga ng sapat na pera upang mabigyan ng tunay na atensiyon ng may-ari ang kalidad ng pamamahala ng teknolohiya ng impormasyon, ibig sabihin ay may parehong badyet at alalahanin na nangangahulugang nagtatrabaho sa aming antas ng kalidad na serbisyo at suporta. Maaari naming ipagpalagay na hindi namin pinag-uusapan ang mga tanggapan sa bahay na ginagamit lamang ng part-time ng mga taong nagtatrabaho sa ibang lugar sa araw, at ang aming target na home office market ay nais magkaroon ng malakas na teknolohiya at maraming mga link sa pagitan ng computing, telekomunikasyon, at video .

4.2 Pagsusuri ng Industriya

Kami ay bahagi ng negosyo ng computer na nagbebenta, na kinabibilangan ng ilang uri ng mga negosyo:

1. Computer dealers: storefront computer resellers, kadalasan mas mababa sa 5,000 square feet, madalas na nakatuon sa ilang mga pangunahing tatak ng hardware, kadalasang nag-aalok lamang ng isang minimum na software, at variable na halaga ng serbisyo at suporta. Ang mga ito ay karaniwang luma (1980s-style) na mga tindahan ng computer at kadalasan ay nag-aalok ng ilang mga kadahilanan para sa mga mamimili upang mamili sa kanila. Ang kanilang serbisyo at suporta ay hindi karaniwang napakagaling at ang kanilang mga presyo ay kadalasang mas mataas kaysa sa malalaking tindahan.

2. Mga tindahan ng chain at mga superstore ng computer: ito ang mga pangunahing kadena tulad ng CompUSA, Best Buy, Future Shop, at iba pa. Halos lagi silang higit sa 10,000 square feet ng espasyo, kadalasang nag-aalok ng disenteng walk-in service, at kadalasang warehouse-like mga lokasyon kung saan pupunta ang mga tao upang makahanap ng mga produkto sa mga kahon na may napaka agresibo na pagpepresyo, at maliit na suporta.

3. Mail order: ang merkado ay nagsilbi increasingly sa pamamagitan ng mail order ng mga negosyo na nag-aalok ng agresibong presyo ng boxed produkto. Para sa pulos na mamimili na hinimok ng presyo, na bumibili ng mga kahon at umaasa ng walang serbisyo, ang mga ito ay napakahusay na pagpipilian.

4. Iba pa: maraming iba pang mga channel sa pamamagitan ng kung saan ang mga tao bumili ng kanilang mga computer, karaniwang mga pagkakaiba-iba ng pangunahing tatlong mga uri sa itaas.

4.2.1 Mga Kalahok ng Industriya

1. Ang mga pambansang kadena ay lumalagong presensya: CompUSA, Best Buy, at iba pa. Nakikinabang sila mula sa pambansang advertising, ekonomiya ng sukat, pagbili ng lakas ng tunog, at isang pangkaraniwang trend patungo sa pangalan-tatak ng katapatan para sa pagbili sa mga channel pati na rin para sa mga produkto.

2. Ang mga lokal na tindahan ng computer ay nanganganib. Ang mga ito ay malamang na maging maliliit na negosyo, na pag-aari ng mga taong nagsimula sa kanila dahil nagustuhan nila ang mga computer. Ang mga ito ay nasa ilalim ng malaking titik at hindi pinamamahalaang. Ang mga gilid ay pinipigilan habang nakikipagkumpitensya sila laban sa mga kadena, sa kumpetisyon batay sa presyo nang higit kaysa sa serbisyo at suporta.

4.2.2 Pamamahagi ng mga Pattern

Ang mga mamimili ng maliliit na negosyo ay bihasa sa pagbili mula sa mga vendor na bumibisita sa kanilang mga tanggapan. Inaasahan nila ang mga makina ng mga makina ng kopya, mga vendor ng mga produkto ng opisina, at mga vendor ng kasangkapan sa opisina, gayundin ang mga lokal na graphic artist, mga manunulat na malayang trabahador, o sinuman, upang bisitahin ang kanilang opisina upang gawin ang kanilang mga benta.

Kadalasan ay maraming tagas sa pagbili ng ad-hoc sa pamamagitan ng mga lokal na tindahan ng chain at mail order. Kadalasan ay sinusubukan ng mga administrador na pigilan ito, ngunit bahagyang matagumpay lamang.

Sa kasamaang palad, ang mga target ng aming home office ay hindi maaaring asahan na bumili mula sa amin. Marami sa kanila ay agad na bumabalik sa superstores (kagamitan sa opisina, mga kagamitan sa opisina, at elektronika) at mail order upang hanapin ang pinakamahuhusay na presyo, nang hindi napagtatanto na may mas mahusay na pagpipilian para sa mga ito nang kaunti lamang.

4.2.3 Kumpetisyon at Mga Pattern ng Pagbili

Ang mga maliliit na mamimili ng negosyo ay nauunawaan ang konsepto ng serbisyo at suporta, at mas malamang na magbayad para dito kapag ang alok ay malinaw na ipinahayag.

Walang alinlangan na nakikipagkumpitensya kami ng higit pa laban sa lahat ng mga pushers box kumpara sa iba pang mga service provider. Kailangan nating epektibong makipagkumpitensya laban sa ideya na ang mga negosyo ay dapat bumili ng mga computer bilang mga plug-in na mga kagamitan na hindi nangangailangan ng patuloy na serbisyo, suporta, at pagsasanay.

Ang aming mga focus group session ay nagpapahiwatig na ang aming target na Home Office ay nag-iisip tungkol sa presyo ngunit bibili batay sa kalidad ng serbisyo kung ang pag-aalok ay maayos na ipinakita. Iniisip nila ang presyo dahil iyon lang ang nakikita nila. May napakahusay na indikasyon na marami ang mas magbayad ng 10-20% higit pa para sa isang relasyon sa isang pang-matagalang vendor na nagbibigay ng back-up at kalidad na serbisyo at suporta; nagtatapos sila sa mga channel ng pusher dahil hindi nila alam ang mga alternatibo.

Napakahalaga din ang availability. Ang mga tagabili ng home office ay malamang na gusto ng agarang, lokal na solusyon sa mga problema.

4.2.4 Mga Pangunahing Kakumpitensya

Mga tindahan ng chain:

Mayroon kaming Store 1 at Store 2 na nasa loob ng lambak, at ang Store 3 ay inaasahan sa pagtatapos ng susunod na taon. Kung gumagana ang aming diskarte, magkakaroon kami ng pagkakaiba sa aming sarili nang sapat upang hindi na makipagkumpitensya laban sa mga tindahan na ito.

Mga lakas: pambansang imahe, mataas na lakas ng tunog, agresibo pagpepresyo, ekonomiya ng scale.

Mga kahinaan: kakulangan ng produkto, serbisyo at suporta sa kaalaman, kakulangan ng personal na pansin.

Iba pang mga lokal na tindahan ng computer:

Ang Store 4 at ang Store 5 ay pareho sa lugar ng downtown. Ang mga ito ay parehong nakikipagkumpitensya laban sa mga kadena sa pagtatangkang tumugma sa mga presyo. Kapag tinanong, ang mga may-ari ay magreklamo na ang mga gilid ay pinipigilan ng mga tanikala at mga mamimili ay bumili lamang sa presyo. Sinasabi nila na sinubukan nilang nag-aalok ng mga serbisyo at ang mga mamimili ay hindi nagmamalasakit, sa halip ay pinipili ang mas mababang presyo. Sa tingin namin ang problema ay din na hindi sila talagang nag-aalok ng mahusay na serbisyo, at din na hindi nila naiiba mula sa mga chain.

4.3 Pagsusuri ng Market

Ang mga tanggapan ng bahay sa Tintown ay isang mahalagang lumalagong segment ng merkado. Nationally, mayroong humigit-kumulang 30 milyong mga tanggapan ng bahay, at ang bilang ay lumalaki sa 10% kada taon. Ang aming pagtantya sa planong ito para sa mga tanggapan ng bahay sa aming lugar ng serbisyo sa merkado ay batay sa isang pag-aaral na inilathala apat na buwan na ang nakalipas sa lokal na pahayagan.

Kasama sa mga tanggapan ng bahay ang ilang mga uri. Ang pinakamahalaga, para sa pokus ng aming plano, ang mga tanggapan sa bahay na ang mga tanging tanggapan ng mga tunay na negosyo, mula sa kung saan ang mga tao ay gumagawa ng kanilang pangunahing pamumuhay. Ang mga ito ay malamang na maging mga propesyonal na serbisyo tulad ng mga graphic artist, manunulat, at mga tagapayo, ilang mga accountant at ang paminsan-minsan na abugado, doktor, o dentista. Mayroon ding mga part-time na tanggapan ng bahay na may mga taong nagtatrabaho sa araw ngunit nagtatrabaho sa bahay sa gabi, mga taong nagtatrabaho sa bahay upang magbigay ng kanilang sarili sa isang part-time na kita, o mga tao na nagpapanatili ng mga tanggapan sa bahay na may kaugnayan sa kanilang mga libangan; hindi tayo magiging tumututok sa segment na ito.

Maliit na negosyo sa loob ng aming merkado ang halos kahit anong negosyo na may isang retail, opisina, propesyonal, o pang-industriya na lokasyon sa labas ng bahay ng isang tao, at mas kaunti sa 30 empleyado. Tinatantiya namin ang 45,000 tulad ng mga negosyo sa aming lugar ng pamilihan.

Ang cutoff ng 30-empleyado ay di-makatwirang. Nalaman namin na ang mga mas malalaking kumpanya ay bumabaling sa ibang mga vendor, ngunit maaari naming ibenta sa mga kagawaran ng mas malalaking kumpanya, at hindi namin dapat magbigay ng mga leads kapag nakuha namin ang mga ito.

Pagsusuri ng Market. . . (mga numero at porsyento)

5.0 Buod ng Diskarte at Pagpapatupad

1. Bigyang-diin ang serbisyo at suporta.

Dapat nating iibahin ang ating sarili mula sa mga pushers box. Kailangan naming itatag ang aming negosyo na nag-aalok bilang isang malinaw at mabubuhay na alternatibo para sa aming target na merkado, sa presyo lamang na uri ng pagbili.

2. Gumawa ng isang negosyo na nakatuon sa kaugnayan.

Bumuo ng mga pangmatagalang relasyon sa mga kliyente, hindi isang solong transaksiyon sa mga customer. Maging ang kanilang kagawaran ng computer, hindi lamang isang vendor. Ipabatid sa kanila ang halaga ng relasyon.

3. Tumuon sa mga target na merkado.

Kailangan nating i-focus ang ating mga handog sa maliit na negosyo bilang pangunahing segment ng merkado na dapat nating pagmamay-ari. Nangangahulugan ito ng 5-20 yunit ng sistema, na magkasama sa isang lokal na network ng lugar, sa isang kumpanya na may 5-50 empleyado. Ang aming mga halaga - pagsasanay, pag-install, serbisyo, suporta, kaalaman - ay mas malinis na naiiba sa segment na ito.

Bilang isang korollary, ang mataas na dulo ng market sa home office ay angkop din. Hindi namin nais makipagkumpetensya para sa mga mamimili na pumunta sa mga tindahan ng chain o mail order, ngunit tiyak na nais naming maibenta ang mga indibidwal na system sa mga smart home office buyer na nais ng isang maaasahang, full-service vendor.

4. Ibahin ang pagkakaiba at tuparin ang pangako.

Hindi lamang kami maaaring mag-market at magbenta ng serbisyo at suporta, kailangan din namin talagang maghatid. Kailangan nating tiyakin na mayroon tayong masinsinang kaalaman sa negosyo at serbisyo sa masinsinang serbisyo na inaangkin natin.

5.1 Diskarte sa Marketing

Ang diskarte sa pagmemerkado ay ang pangunahing ng pangunahing diskarte:

1. Bigyang-diin ang serbisyo at suporta

2. Gumawa ng isang negosyo sa relasyon

3. Tumuon sa maliit na negosyo at high-end na tanggapan ng bahay bilang pangunahing target na mga merkado

5.1.2 Diskarte sa Pagpepresyo

Kailangan namin ang singil nang naaangkop para sa high-end, mataas na kalidad na serbisyo at suporta na aming inaalok. Ang aming istraktura ng kita ay dapat tumugma sa aming istraktura ng gastos, kaya ang mga suweldo na binabayaran namin upang tiyakin ang mahusay na serbisyo at suporta ay dapat na balanse ng kita na sinisingil namin.

Hindi namin maitatayo ang serbisyo at suporta sa kita sa presyo ng mga produkto. Ang merkado ay hindi makapagdadala ng mas mataas na mga presyo at ang mamimili ay nararamdaman na hindi ginagamit kapag nakita nila ang parehong presyo ng presyo na mas mababa sa mga kadena. Sa kabila ng lohika sa likod nito, ang merkado ay hindi sumusuporta sa konsepto na ito.

Samakatuwid, dapat tiyakin na kami ay naghahatid at naniningil para sa serbisyo at suporta. Pagsasanay, serbisyo, pag-install, suporta sa networking - lahat ng ito ay dapat na madaling magagamit at napresyuhan upang ibenta at maghatid ng kita.

5.1.3 Diskarte sa Pag-promote

Depende kami sa advertising sa pahayagan bilang aming pangunahing paraan upang maabot ang mga bagong mamimili. Habang nagbabago ang mga estratehiya, gayunpaman, kailangan nating baguhin ang paraan ng pagsulong ng ating sarili:

1. Advertising

Binuo namin ang aming pangunahing mensahe sa pagpoposisyon: "24 Oras na Serbisyo sa Serbisyo - 365 Araw sa Isang Taon na Walang Mga Dagdag na Pagsingil" upang makilala ang aming serbisyo mula sa kumpetisyon. Magagamit namin ang lokal na pahayagan sa advertising, radyo at cable TV upang ilunsad ang unang kampanya.

2. Sales Brochure

Ang aming mga collaterals ay dapat na ibenta ang tindahan, at pagbisita sa tindahan, hindi ang partikular na libro o diskwento sa presyo.

3. Dapat namin radikal na mapabuti ang aming mga direktang mail na pagsisikap, na umaabot sa aming mga itinatag na mga customer na may pagsasanay, mga serbisyo ng suporta, pag-upgrade, at mga seminar.

4. Panahon na upang gumana nang mas malapit sa lokal na media. Maaari naming mag-alok ng lokal na radyo ang regular na palabas sa talk tungkol sa teknolohiya para sa maliit na negosyo, bilang isang halimbawa.

5.2 Diskarte sa Sales

1. Kailangan nating ibenta ang kumpanya, hindi ang produkto. Nagbebenta kami ng AMT, hindi Apple, IBM, Hewlett-Packard, o Compaq, o alinman sa aming mga pangalan ng tatak ng software.

2. Kailangan naming ibenta ang aming serbisyo at suporta. Ang hardware ay tulad ng labaha, at ang suporta, serbisyo, mga serbisyo ng software, pagsasanay, at mga seminar ay ang mga labaha ng labaha. Kailangan nating ihatid ang ating mga customer sa kung ano talaga ang kailangan nila.

Binabanggit ng tsart ng Taunang Kabuuang Sales ang aming mapaghangad na forecast ng benta. Inaasahan namin ang mga benta na tumaas mula sa $ 5.3 milyon noong nakaraang taon sa higit sa $ 7 milyon sa susunod na taon at sa higit sa $ 10 milyon sa huling taon ng planong ito.

5.2.1 Sales Forecast

Ang mga mahahalagang elemento ng pagtataya ng benta ay ipinapakita sa Kabuuang Sales sa pamamagitan ng Buwan sa talahanayan ng Taon 1. Ang pagtaas ng mga hindi pang-hardware ay umabot sa halos $ 2 milyon sa ikatlong taon.

Pagtataya ng Benta. . . (mga numero at porsyento)

2.2 Buod ng Startup

93% ng mga gastos sa pagsisimula ay pupunta sa mga asset.

Ang gusali ay mabibili na may kabayaran na $ 8,000 sa isang 20-taong mortgage. Ang espresso machine ay nagkakahalaga ng $ 4,500 (straight-line depreciation, tatlong taon).

Ang mga gastos sa pagsisimula ay mababayaran sa pamamagitan ng isang kumbinasyon ng investment ng may-ari, mga panandaliang pautang, at pangmatagalang paghiram. Ang startup chart ay nagpapakita ng pamamahagi ng financing.

Kasama sa iba pang mga gastusin ang:

* Mga bayarin sa pagmemerkado / pag-aanunsiyo ng advertising na $ 1,000 para sa aming logo ng kumpanya at tulong sa pagdisenyo ng aming mga grand-opening ads at mga polyeto.

* Mga legal na bayarin para sa mga filing ng korporasyon sa korporasyon ($ 300).

* Mga retail merchandising / pagdisenyo ng mga bayad sa pagkonsulta na $ 3,500 para sa layout ng tindahan at kabit pagbili.

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How to Create a Marketing Plan for your Business [Ultimate Guide]

Last Updated – Apr 27, 2022 @ 10:57 am

Every business owner has goals . Whether you want to achieve better profitability or gain more customers, you need to plan for them.

A marketing plan is needed from day one of your business . This will enable you to understand which direction your company is heading, and how to put your best foot forward.

Unfortunately, a lot of business owners still do not have a deep understanding of what a marketing plan is. To help you build a solid plan, this article will give you much-needed insight on how to do it. 

What is a Marketing Plan?

Whether you have a huge corporation or a home business , you need a marketing plan if you want it to reach its maximum potential. 

A marketing plan serves as the blueprint for all the activities that involve how you communicate messages about your services and products, or your business in general to your current and potential customers. 

This important operational document must detail all your advertising plans, including outreach and PR campaigns that you plan on exercising over a certain period, including how to measure the success of these initiatives. All elements of your marketing strategy should be dictated by marketing trends to give it a higher chance of succeeding. 

This detailed outline should be part of your business plan. If you are clueless about how to make one, don’t worry because there are hundreds of business plan template examples available online.  

Why you need a Marketing Plan?

Marketing is what drives your current and potential customers to get your services or products , and therefore bring you cash.

Running your business without a clear marketing plan is like going to a battle without weapons. We’ve rounded up some of the benefits of having a marketing plan below. 

It gives you measurable goals 

When running any type of business, you need to be focused on a clear goal. For instance, it’s not enough to have a goal that says “get more sales.” Otherwise, you’ll end up with a vague idea of whether or not you’ve achieved success in the future.

When you have a small business marketing plan that is based on market research, you can focus on more tangible and clearer targets. This will serve as the driver for improving your performance and sales for the coming period. 

Ultimately, the main goal of your marketing strategy is to ensure you make money and end up with a positive return on investment from all your marketing expenses.

Your marketing plan will enable you to examine metrics that can be tracked, measured, and tested over specific periods. 

For example, if you want to focus on your SEO strategy for your site content to achieve more traffic and leads, then you can measure it easily through Google rankings and analytics data. 

It helps you manage your resources

Despite its obvious importance, a lot of business owners do not create a small business marketing strategy before launching their company.

One of the major reasons this happens is because not all companies work with a large marketing budget from the start. 

But as you grow your business, you need to set aside money to help you achieve your goals. When you have a marketing plan in place, you will better understand how much money you should set aside to perform certain activities. 

Keep in mind that resources do not always involve hiring additional permanent manpower since today’s era makes it easier for entrepreneurs to hire gig workers on a project basis, or automate certain tasks.

It helps you maintain consistency

Many businesses that do not follow a marketing plan get lost in the wave of spreading marketing messages to their consumers.

Unfortunately, they end up confusing their potential customers with their marketing activities . Even if they get customers, they are not able to hold their attention to encourage them to patronize their future offers. 

Meanwhile, a clear marketing plan ensures that you market your brand consistently and continuously. Meaning – there are no set peaks and downtimes in your activity that leads to missed opportunities.

This will give you a better foundation that will set the tone for your business growth . From there, you can make better decisions that are not driven by whim. 

It inspires you to serve your customers better

The benefits of your marketing plan go beyond generating money for your business. It also ensures that your customers can gain more value from your content, and other marketing strategies.

When you have a marketing strategy, you will find out how to address the needs of your potential customers better. In the process, you will build your brand to become an authority figure in your niche. 

It can help you secure investors

The truth is, not all businesses can scale up to their full potential alone. To do this, they need a sizable investment from a third party.

If you want your brand to grow, you may want to find an investor . However, you won’t get the capital you need if you are unable to present a clear marketing plan that outlines the direction you want your business to take.  

3 Important Goals of your Marketing Strategy

Every strategy should be built on a foundation of achievable marketing objectives that are aligned with your pressing needs during a specific period of time. Here are some goals of your marketing strategy. 

1. To define your marketing goals and objectives

Running your business without marketing objectives is like going on a vacation without knowing your destination. If you do not know where you want your business to go, you can’t properly plan for it. Put it this way: you don’t want to pack jackets and pants for the cold, then find out you’re heading to Siargao right? 

Optimizing your marketing objectives to get the most return on investment in a certain period of time is key. 

So what are some of the most important marketing objectives you can have for your business?

First and foremost, your goal should be to increase brand awareness whether it’s with your local, national, or international audience. Increasing your audience will lead to increased market share. This is not just important for new businesses but also for established ones who want to release a new product.  

When all of these are followed, only then can you see an improvement in your return on investment. Thankfully, today’s digital world makes it easier for brands to accurately measure their ROI, especially when it comes to cost per lead or cost per click on conversions. 

2. To identify your target market and understand how your customers make decisions

By now, you may already know the importance of identifying your target customer through market research and market analysis. These are your customer base who are the most suited to buy your products and services.

However, that is not enough. Beyond this, you should also have a clear understanding of how they make purchasing decisions.

For instance, what are the steps involved in their customer journey map? How can you exercise more targeted marketing through market segmentation? 

Understanding Traction & Scaling your Funnel

Traction refers to identifying possible new opportunities in channels to see if they could generate good results for your brand.

Based on this, you’ll know whether you need to move on or invest more time, money, and effort in it. Some of the most common channels used by businesses today include:

  • word of mouth
  • collaboration
  • communication
  • inherent virality
  • Public relations
  • Unconventional public relations
  • Search engine marketing
  • Social and display ads

Email marketing

Testing all these channels is part of your process to build and narrow your sales funnel, which ultimately leads to sales.

Your sales funnel involves a course of sales and marketing activities that turn a target customer who knows nothing about your brand into active users.

To do this, you must define how your customer base moves through various stages of the customer journey map to get to the purchasing point.

Usually, your customer journey map involves these key stages:

  • Awareness , when someone first becomes aware of your services and products
  • Interest , when your target customer has learned about your brand and made an evaluation based on their interest
  • Decision , when customers consider options before making a purchase such as pricing, packages, and other factors
  • Action , when customers purchase your product and become part of your ecosystem

Building your sales funnel is not just about offering something great and nurturing your customer base. It also includes evaluating each stage of your sales funnel and filling in the gaps where prospects can drop out of it.

As much as you can, evaluate every element of your landing page, blog, social media pages, and other sales channels and compare results with others.

For instance, do your customers prefer discounts or free shipping codes?  

KPIs, Metrics, and ROI

When it comes to your marketing, you need to consider performance metrics when making decisions. It is crucial to understand your performance and how you can adjust key stages to improve the outcome.

To do this, you need to measure ROI and KPI. But what is the difference between the two?

KPI (or Key Performance Indicator) is a form of micro-measurement supported by metrics. On the other hand, ROI (Return on Investment) looks at the big picture.

KPI helps you stay on track of your goals and attain your objectives and it needs to be regularly measured to predict the future. On the other hand, ROI marks the conclusion of a campaign, and looks back on its overall performance.

But why does tracking KPIs, metrics, and ROI matter?

Data-driven businesses must take advantage of the information at their disposal and use it as a routine measurement tool if they want to make more informed decisions to optimize their strategy.

3. How to retain them and turn them into loyal customers 

Acquiring new customers is harder than getting new sales from old ones. Because of this, you need to ace your strategy when it comes to retaining customers and turning them into loyal brand advocates.

But first, we need to define what customer loyalty is.

To help you understand this concept better, we’ll use the iPhone as an example. Most iPhone users are not willing to change into an android phone because although iPhones are not perfect, they believe in it.

More than that, they are also active in persuading their friends to switch to iPhones. 

Customer loyalty is important not only to lower your cost per acquisition cost but also because referrals and positive word of mouth will naturally increase because of it. So how can you turn the majority of the market share into your loyal customers?

This can be done through effective sales promotions and impeccable customer service. Keep these strategies in mind:

  • Implement customer loyalty programs
  • Facebook group
  • Forums (ie: Discord group, Subreddit, Private Slack group)
  • Organize events
  • Focus on reviews, feedback, and case studies 
  • Show expertise in your industry by serving better content

Key Components of a Marketing Plan

When it comes to creating your marketing plan, there should be no shortcuts. This will ensure that you will gain improved clarity on your marketing metrics and business objectives. Here are the elements that should be part of your marketing plan.

1. Executive Summary

This is a one to two-page summary of your company’s marketing plan. It outlines your main points, as well as what you have done, what you plan to do, and how you plan on getting there.

2. Target Customers

This is a group of customers within your serviceable market that share similar characteristics. These people have been identified as the ones that will most likely get your products or services.

Identifying who these people are is essential for the development of your business objectives, content strategy, and other marketing efforts and their implementation. 

3. Unique Selling Proposition

Unique selling proposition is a feature that sets you apart from other brands in the market. It motivates the buyer to purchase from your brand even though it’s pricier than its competitors.

4. Pricing and Positioning

This is the act of setting prices on products and services within a certain price range.

It will determine where your product or services will be positioned in relation to your competitors, as well as your customer’s perception of it. 

5. Distribution Plan

This refers to a systematic approach that encompasses how your services and products will be delivered to your customers.

Implementing solid multiple distribution strategies is one of the key steps in retaining customers. 

6. Creating Offers

Creating offers as part of your marketing mix is mandatory. It involves the entire process of introducing and offering something for selling purposes. In this process, you should give important details relating to your products which include:

  • Where it is available

7. Marketing Strategies

Outlining your marketing strategies is vital in reaching prospective customers. At the end of the period, make sure to assess the marketing metrics and include them in your marketing audit. 

Here are some of the marketing strategies you can include in your marketing mix. 

a. Promotion

Promotion strategy refers to the set of plans or tactics your business implements to increase your service demand. Its main aspects include:

  • Advertising
  • Personal selling
  • Direct promotion
  • Sales promotion
  • Public promotion

b. Online / Digital

This refers to digital marketing initiatives that leverage search engines, social media channels, and the internet in general through the use of mobile phones, computers, and other devices 

c. Conversion

Your brand’s conversion strategy refers to the techniques you use to make the most out of the existing traffic on your social media channels and website by optimizing elements to increase your conversions. 

d. Partnerships and Affiliates

This involves strategic partnerships that are designed to provide mutual benefit. For instance, you can tap an influencer and give them a discount code . For every purchase made with that code, they get a commission. 

Your pricing strategy should not just be driven by your desire to make a profit. It should be calculated to be in line with your financial stability, brand identity, and brand competitiveness. 

f.   Retention

Customer retention strategies refer to your marketing efforts and initiatives that are in place to inspire customer loyalty and improve your customer lifetime value. 

Also Read: Business Development 101

How to Launch a Marketing Strategy in 7 Steps

For many companies, marketing activities and business goals can be pushed to the side because of other priorities.

However, launching a marketing strategy is not as intimidating as you think. Follow these steps to come up with effective marketing tactics. 

Step 1: Write an executive summary

Your executive summary will get people excited about your marketing plan. This short document introduces your goals, past achievements, and plans, among other critical information. 

Its major purpose is to outline your short-term and long-term marketing activities and plans in a set time frame. This document is also important to help you understand your target audiences better. 

Step 2: Set specific marketing goals

Poorly-defined goals are the downfall of every marketing plan. To do it right, you should set well-defined goals that are aligned with your business goals. 

For example, you need to identify how much revenue you want to generate from your marketing efforts, how many sales you must have to hit your revenue objectives, how many leads you need, and how much traffic you are planning to achieve so you can reach your goals.

All your marketing campaigns should have a goal or else, you’ll run your business blindsided.

Step 3: Identify buyer personas

Your buyer personas have a direct influence on your marketing material and marketing tactics. But what exactly is a buyer persona?

This is a semi-fictional representation of your ideal customer based on research, interviews, and other data.

It does not only include key demographic information such as their age, location, and income, but also their key identifiers like the social media platforms they use, and their preferred communication channels. It also outlines their challenges and roadblocks, and what your brand can do to help them overcome these challenges.

Step 4: Check out what your competitors are doing

Conducting a SWOT analysis is integral for any type of business. This will enable you to understand how to correctly position yourself and set your brand apart from the competition. SWOT means:

S – strength W –weaknesses O – opportunities T – threats 

Conducting a SWOT analysis will allow you to have more insight regarding your competition, so you will know what you need to do to minimize risks, and address your gap areas.

Step 5: Set accurate baselines & metrics

When it comes to building a marketing plan, you need to be very specific. Always use numbers and metrics when setting goals involving your traffic, engagement, and sales.

Vague goals will make it impossible for you to know how much you have improved. But when you set clearly defined goals, you will have a specific timeline and baseline to improve your business through marketing.

For example, instead of “getting more TikTok followers,” you can write “get 100 more followers per month,” and instead of “put out more blog posts,” your goal can be to “write 3 blog posts per month.” 

Step 6: Create a marketing strategy based on the insight you gained 

After you pull out all information and metrics, you need to ensure that it is in line with your marketing plan.

For example, if you learned on your SWOT analysis that most of your competitors are not active on a promising sales channel, you can use that to your advantage.

You also need to factor in all the unmet needs and motivations of your target audiences to gain opportunities. 

Step 7: Track specific metrics and results then adapt accordingly

Every solid marketing plan should address how to track and report results. Considering this, end your plan with a clear explanation of how to track and measure each result of your marketing campaigns. This will standardize this process. Make sure to outline how you will achieve the following:

  • What you need to track
  • Ways to track results
  • How results will be measured
  • How often you should track

At the very least, make sure to include the ones listed above, but you can also add more if you see the need to. After tracking, adjust your tactics accordingly to generate better performance and results in the future.

9 Ways to Effectively Market your Business in the Philippines

Whatever industry you belong to, you need customers to thrive. However, customers won’t simply materialize out of thin air. 

You need to implement a social media marketing plan that covers different digital channels if you want to achieve great results. Here are some ideas on how to market your business. 

Content marketing

Content marketing is one of the most important parts of your digital marketing strategy. Useful content should always be the core of your marketing plan especially if you want to be valued by your customers. 

Every business should create and distribute consistent content to retain its audience and drive action.

It does not only include pitching your offers, but also providing information that is relevant in their life and can help solve their unique issues. Your content can come in the form of:

  • Image-based (ie: infographics, memes)

PPC (search & display ads)

This digital marketing strategy is used to increase the visibility of your brand, particularly your website, on search engine result pages.

With the increasing number of audiences looking up products online, this has become a very important part of your strategy to increase your reach.  

For SEM, you only need to pay for the impressions that result in website visitors. Therefore, it’s a cost-effective way to promote your business.

Because customers are actively searching for products or services and finding your brand in the process, they are already in a state of mind to make a purchase so you can target them at the right time in a non-intrusive way.

  • Social Media Marketing

Having a social media marketing plan is a way for businesses to reach more prospects online.

If you are not already leveraging the power of social media platforms such as Facebook, Pinterest, Twitter, Instagram, and Tiktok, you’re clearly missing out on driving leads and sales.

This internet marketing’s major bread and butter includes content that drives engagement, as well as paid advertising.

Just like other elements of your marketing plan, make sure to consider your business goals and target audience before trying it out.

As a rule, different approaches are needed to achieve various goals such as creating a positive brand association, improving engagement, and increasing traffic, among many others. 

Organic Search (SEO)

This is a method used to have a high placement or ranking on search engines. Unlike SEM, it is unpaid and algorithm-driven.

While this strategy may take time and more effort, it is undeniably one of the best ways to acquire new customers. You can practice this by boosting certain keywords, writing high-quality content, and backlinking. 

Facebook Ads

Filipinos love using Facebook, and just like other social media platforms, having ads on Facebook can help you acquire new customers and build brand awareness. 

Regardless of who you want to target, whether it’s millennials or older customers, they are using Facebook every day. Therefore, it can increase your likelihood of being seen.

One advantage of trying Facebook ads is it is very targeted. This social media platform can help you reach your exact audience without much effort depending on their behavior, location, gender, age, and interest.

This is very useful for brands that have their target audience demographics down pat.

Facebook advertising is also cheap compared to other forms of media. With this platform, you can spend as low as Php50 per day and reach thousands of people.

It would be impossible to achieve this type of reach with other forms of advertising.

Traditional Media

Although we’re already in the digital age, that doesn’t mean you should forego traditional media like TV, newspapers, and radio.

If you have the budget to try this strategy, you can be seen by a huge audience through billboards, television commercials, and print advertising, among many others.

Although it is not as targeted as digital media advertising, it’s still very helpful when planned correctly. For instance, you can schedule your TV commercials during primetime, when your target audience watches television. 

YouTube Videos

With 45 million active users in the Philippines, now is the best time to add YouTube to your marketing plan.

As the world’s second-largest search engine after Google, it gives you an avenue to excel in organic marketing.

You also have the option to try paid marketing on this platform by linking your Youtube and Google ads accounts. Here, you can try out these types of paid ads:

  • In-stream ads, refers to non-skippable and skippable videos that play in the beginning, or middle of videos
  • Banner and overlay ads , which are perfect for advertisers on a budget. These ads display between thumbnails on the right-hand side of the screen
  • Bumper ads , or six-second non-skippable ads that are played pre, mid, or post-roll. This is amazing for increased reach and brand awareness because of its short length
  • Trueview video discovery ads , this shows up above organic search results and are great if you have longer content. 

Just because email is one of the first forms of digital communication does not mean it’s not an effective marketing strategy. 

This digital marketing strategy encourages you to build their email list, which contains a list of people who have expressed interest in receiving communications from your brand.

You can increase your email list by offering coupons in exchange for this information. 

Email marketing remains a powerful marketing tool because it gives you more control to develop relationships with your customers.

It also allows you to use psychographic and demographic data to create improved personalized content that increases revenue. 

Mobile Marketing

This type of marketing strategy aims to reach target audiences with their smartphone, tablet, and other mobile devices.

Because most of your target customer’s internet time is spent on their mobile phones, you simply can’t ignore this type of marketing channel. There are many types of mobile phone marketing such as:

  • App-based marketing , refers to advertising on a third-party mobile app, or creating one
  • In-game mobile marketing , involves advertising on mobile games as full image ads, video ads, or banner pop-ups
  • QR codes , these are scanned by buyers and has an element of mystery that intrigues your target audience
  • Location-based marketing , which are location-limited ads that appear as mobile ads 
  • Mobile search ads , this refers to basic search ads on Google built for mobile with added options like maps or click to call buttons
  • SMS , involves getting a user’s phone number and sending them unique offers
  • Mobile image ads , image-based ads that appear on mobile phones

Marketing Plan Templates & Resources

If you don’t have a marketing team, you may not know where to start to create a comprehensive marketing plan. To make this easier for you, we’ve gathered useful marketing plan templates you can use below. 

  • One-Page Marketing Plan Guide – Kiss My Biz
  • Marketing Plan Generator – HubSpot
  • Internet Marketing Plan – Nerdy Mind
  • Sample Marketing Plan – Houghton Mifflin Company 
  • Nonprofit Marketing Plan – Venngage 
  • Marketing Plan – Mayple
  • Social Media Audit Template – HootSuite
  • 30-Day Social Media Plan – Sprout Social 
  • Marketing Plan Outline   – QuickMBA
  • Marketing Plan Template – Vital Design
  • How to Write a Content Marketing Strategy Step-by-Step – Buffer
  • Marketing Plan Template – Forbes 
  • Marketing Plan Template – SmartSheet
  • Marketing Plan Template – Business Victoria
  • Simple Marketing Plan Template – Wyoming SBDC Network
  • Strategic Marketing Plan, Marketing Themes Plan, etc – Aha! 
  • Red Bull Marketing Strategy – CoSchedule 
  • Starbucks Marketing Strategy – CoSchedule 
  • Marketing Plan Template – Wisconsin Public Library Systems Marketing Cohort
  • Adidas Marketing Strategy – Marketing91
  • 10+ Food Marketing Plan Examples – Examples 
  • Food Business Marketing Plan – Province of Manitoba 
  • Lush Marketing Plan – Calameo
  • Multichannel Marketing Plan on a $2,000 Budget – Business Town
  • 6 Marketing Plan Examples to Fit Your Small Business – ThriveHive

business plan sample tagalog

About MJ de Castro

MJ de Castro is the lead personal finance columnist at Grit PH.

MJ started her career as a writer for her local government’s City Information Office. Later on, she became a news anchor on PTV Davao del Norte.

Wanting to break free from the shackles of her 9-to-5 career to live by the beach, she pursued remote work. Over the years, she has developed a wide specialization on health, financial literacy, entrepreneurship, branding, and travel.

Now, she juggles writing professionally, her business centering on women’s menstrual health, and surfing.

Education: Ateneo de Davao University (AB Mass Communication) Focus: Personal Finance, Personal Development, Entrepreneurship, & Marketing

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24 of My Favorite Sample Business Plans & Examples For Your Inspiration

Clifford Chi

Published: February 06, 2024

Free Business Plan Template

business plan sample tagalog

The essential document for starting a business -- custom built for your needs.

Thank you for downloading the offer.

I believe that reading sample business plans is essential when writing your own.

sample business plans and examples

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As you explore business plan examples from real companies and brands, it’s easier for you to learn how to write a good one.

But what does a good business plan look like? And how do you write one that’s both viable and convincing. I’ll walk you through the ideal business plan format along with some examples to help you get started.

Table of Contents

Business Plan Format

Business plan types, sample business plan templates, top business plan examples.

Ask any successful sports coach how they win so many games, and they’ll tell you they have a unique plan for every single game. To me, the same logic applies to business.

If you want to build a thriving company that can pull ahead of the competition, you need to prepare for battle before breaking into a market.

Business plans guide you along the rocky journey of growing a company. And if your business plan is compelling enough, it can also convince investors to give you funding.

With so much at stake, I’m sure you’re wondering where to begin.

business plan sample tagalog

  • Outline your idea.
  • Pitch to investors.
  • Secure funding.
  • Get to work!

You're all set!

Click this link to access this resource at any time.

Fill out the form to get your free template.

First, you’ll want to nail down your formatting. Most business plans include the following sections.

1. Executive Summary

I’d say the executive summary is the most important section of the entire business plan. 

Why? Essentially, it's the overview or introduction, written in a way to grab readers' attention and guide them through the rest of the business plan. This is important, because a business plan can be dozens or hundreds of pages long.

There are two main elements I’d recommend including in your executive summary:

Company Description

This is the perfect space to highlight your company’s mission statement and goals, a brief overview of your history and leadership, and your top accomplishments as a business.

Tell potential investors who you are and why what you do matters. Naturally, they’re going to want to know who they’re getting into business with up front, and this is a great opportunity to showcase your impact.

Need some extra help firming up those business goals? Check out HubSpot Academy’s free course to help you set goals that matter — I’d highly recommend it

Products and Services

To piggyback off of the company description, be sure to incorporate an overview of your offerings. This doesn’t have to be extensive — just another chance to introduce your industry and overall purpose as a business.

In addition to the items above, I recommend including some information about your financial projections and competitive advantage here too.:

Keep in mind you'll cover many of these topics in more detail later on in the business plan. So, keep the executive summary clear and brief, and only include the most important takeaways.

Executive Summary Business Plan Examples

This example was created with HubSpot’s business plan template:

business plan sample: Executive Summary Example

This executive summary is so good to me because it tells potential investors a short story while still covering all of the most important details.

Business plans examples: Executive Summary

Image Source

Tips for Writing Your Executive Summary

  • Start with a strong introduction of your company, showcase your mission and impact, and outline the products and services you provide.
  • Clearly define a problem, and explain how your product solves that problem, and show why the market needs your business.
  • Be sure to highlight your value proposition, market opportunity, and growth potential.
  • Keep it concise and support ideas with data.
  • Customize your summary to your audience. For example, emphasize finances and return on investment for venture capitalists.

Check out our tips for writing an effective executive summary for more guidance.

2. Market Opportunity

This is where you'll detail the opportunity in the market.

The main question I’d ask myself here is this: Where is the gap in the current industry, and how will my product fill that gap?

More specifically, here’s what I’d include in this section:

  • The size of the market
  • Current or potential market share
  • Trends in the industry and consumer behavior
  • Where the gap is
  • What caused the gap
  • How you intend to fill it

To get a thorough understanding of the market opportunity, you'll want to conduct a TAM, SAM, and SOM analysis and perform market research on your industry.

You may also benefit from creating a SWOT analysis to get some of the insights for this section.

Market Opportunity Business Plan Example

I like this example because it uses critical data to underline the size of the potential market and what part of that market this service hopes to capture.

Business plans examples: Market Opportunity

Tips for Writing Your Market Opportunity Section

  • Focus on demand and potential for growth.
  • Use market research, surveys, and industry trend data to support your market forecast and projections.
  • Add a review of regulation shifts, tech advances, and consumer behavior changes.
  • Refer to reliable sources.
  • Showcase how your business can make the most of this opportunity.

3. Competitive Landscape

Since we’re already speaking of market share, you'll also need to create a section that shares details on who the top competitors are.

After all, your customers likely have more than one brand to choose from, and you'll want to understand exactly why they might choose one over another.

My favorite part of performing a competitive analysis is that it can help you uncover:

  • Industry trends that other brands may not be utilizing
  • Strengths in your competition that may be obstacles to handle
  • Weaknesses in your competition that may help you develop selling points
  • The unique proposition you bring to the market that may resonate with customers

Competitive Landscape Business Plan Example

I like how the competitive landscape section of this business plan below shows a clear outline of who the top competitors are.

Business plans examples: Competitive Landscape

It also highlights specific industry knowledge and the importance of location, which shows useful experience in this specific industry. 

This can help build trust in your ability to execute your business plan.

Tips for Writing Your Competitive Landscape

  • Complete in-depth research, then emphasize your most important findings.
  • Compare your unique selling proposition (USP) to your direct and indirect competitors.
  • Show a clear and realistic plan for product and brand differentiation.
  • Look for specific advantages and barriers in the competitive landscape. Then, highlight how that information could impact your business.
  • Outline growth opportunities from a competitive perspective.
  • Add customer feedback and insights to support your competitive analysis.

4. Target Audience

Use this section to describe who your customer segments are in detail. What is the demographic and psychographic information of your audience?

If your immediate answer is "everyone," you'll need to dig deeper. Here are some questions I’d ask myself here:

  • What demographics will most likely need/buy your product or service?
  • What are the psychographics of this audience? (Desires, triggering events, etc.)
  • Why are your offerings valuable to them?

I’d also recommend building a buyer persona to get in the mindset of your ideal customers and be clear on why you're targeting them.

Target Audience Business Plan Example

I like the example below because it uses in-depth research to draw conclusions about audience priorities. It also analyzes how to create the right content for this audience.

Business plans examples: Target Audience

Tips for Writing Your Target Audience Section

  • Include details on the size and growth potential of your target audience.
  • Figure out and refine the pain points for your target audience , then show why your product is a useful solution.
  • Describe your targeted customer acquisition strategy in detail.
  • Share anticipated challenges your business may face in acquiring customers and how you plan to address them.
  • Add case studies, testimonials, and other data to support your target audience ideas.
  • Remember to consider niche audiences and segments of your target audience in your business plan.

5. Marketing Strategy

Here, you'll discuss how you'll acquire new customers with your marketing strategy. I’d suggest including information:

  • Your brand positioning vision and how you'll cultivate it
  • The goal targets you aim to achieve
  • The metrics you'll use to measure success
  • The channels and distribution tactics you'll use

I think it’s helpful to have a marketing plan built out in advance to make this part of your business plan easier.

Marketing Strategy Business Plan Example

This business plan example includes the marketing strategy for the town of Gawler.

In my opinion, it really works because it offers a comprehensive picture of how they plan to use digital marketing to promote the community.

Business plans examples: Marketing Strategy

Tips for Writing Your Marketing Strategy

  • Include a section about how you believe your brand vision will appeal to customers.
  • Add the budget and resources you'll need to put your plan in place.
  • Outline strategies for specific marketing segments.
  • Connect strategies to earlier sections like target audience and competitive analysis.
  • Review how your marketing strategy will scale with the growth of your business.
  • Cover a range of channels and tactics to highlight your ability to adapt your plan in the face of change.

6. Key Features and Benefits

At some point in your business plan, you'll need to review the key features and benefits of your products and/or services.

Laying these out can give readers an idea of how you're positioning yourself in the market and the messaging you're likely to use. It can even help them gain better insight into your business model.

Key Features and Benefits Business Plan Example

In my opinion, the example below does a great job outlining products and services for this business, along with why these qualities will attract the audience.

Business plans examples: Key Features and Benefits

Tips for Writing Your Key Features and Benefits

  • Emphasize why and how your product or service offers value to customers.
  • Use metrics and testimonials to support the ideas in this section.
  • Talk about how your products and services have the potential to scale.
  • Think about including a product roadmap.
  • Focus on customer needs, and how the features and benefits you are sharing meet those needs.
  • Offer proof of concept for your ideas, like case studies or pilot program feedback.
  • Proofread this section carefully, and remove any jargon or complex language.

7. Pricing and Revenue

This is where you'll discuss your cost structure and various revenue streams. Your pricing strategy must be solid enough to turn a profit while staying competitive in the industry. 

For this reason, here’s what I’d might outline in this section:

  • The specific pricing breakdowns per product or service
  • Why your pricing is higher or lower than your competition's
  • (If higher) Why customers would be willing to pay more
  • (If lower) How you're able to offer your products or services at a lower cost
  • When you expect to break even, what margins do you expect, etc?

Pricing and Revenue Business Plan Example

I like how this business plan example begins with an overview of the business revenue model, then shows proposed pricing for key products.

Business plans examples: Pricing and Revenue

Tips for Writing Your Pricing and Revenue Section

  • Get specific about your pricing strategy. Specifically, how you connect that strategy to customer needs and product value.
  • If you are asking a premium price, share unique features or innovations that justify that price point.
  • Show how you plan to communicate pricing to customers.
  • Create an overview of every revenue stream for your business and how each stream adds to your business model as a whole.
  • Share plans to develop new revenue streams in the future.
  • Show how and whether pricing will vary by customer segment and how pricing aligns with marketing strategies.
  • Restate your value proposition and explain how it aligns with your revenue model.

8. Financials

To me, this section is particularly informative for investors and leadership teams to figure out funding strategies, investment opportunities, and more.

 According to Forbes , you'll want to include three main things:

  • Profit/Loss Statement - This answers the question of whether your business is currently profitable.
  • Cash Flow Statement - This details exactly how much cash is incoming and outgoing to give insight into how much cash a business has on hand.
  • Balance Sheet - This outlines assets, liabilities, and equity, which gives insight into how much a business is worth.

While some business plans might include more or less information, these are the key details I’d include in this section.

Financials Business Plan Example

This balance sheet is a great example of level of detail you’ll need to include in the financials section of your business plan.

Business plans examples: Financials

Tips for Writing Your Financials Section

  • Growth potential is important in this section too. Using your data, create a forecast of financial performance in the next three to five years.
  • Include any data that supports your projections to assure investors of the credibility of your proposal.
  • Add a break-even analysis to show that your business plan is financially practical. This information can also help you pivot quickly as your business grows.
  • Consider adding a section that reviews potential risks and how sensitive your plan is to changes in the market.
  • Triple-check all financial information in your plan for accuracy.
  • Show how any proposed funding needs align with your plans for growth.

As you create your business plan, keep in mind that each of these sections will be formatted differently. Some may be in paragraph format, while others could be charts or graphs.

The formats above apply to most types of business plans. That said, the format and structure of your plan will vary by your goals for that plan. 

So, I’ve added a quick review of different business plan types. For a more detailed overview, check out this post .

1. Startups

Startup business plans are for proposing new business ideas.

If you’re planning to start a small business, preparing a business plan is crucial. The plan should include all the major factors of your business.

You can check out this guide for more detailed business plan inspiration .

2. Feasibility Studies

Feasibility business plans focus on that business's product or service. Feasibility plans are sometimes added to startup business plans. They can also be a new business plan for an already thriving organization.

3. Internal Use

You can use internal business plans to share goals, strategies, or performance updates with stakeholders. In my opinion, internal business plans are useful for alignment and building support for ambitious goals.

4. Strategic Initiatives

Another business plan that's often for sharing internally is a strategic business plan. This plan covers long-term business objectives that might not have been included in the startup business plan.

5. Business Acquisition or Repositioning

When a business is moving forward with an acquisition or repositioning, it may need extra structure and support. These types of business plans expand on a company's acquisition or repositioning strategy.

Growth sometimes just happens as a business continues operations. But more often, a business needs to create a structure with specific targets to meet set goals for expansion. This business plan type can help a business focus on short-term growth goals and align resources with those goals.

Now that you know what's included and how to format a business plan, let's review some of my favorite templates.

1. HubSpot's One-Page Business Plan

Download a free, editable one-page business plan template..

The business plan linked above was created here at HubSpot and is perfect for businesses of any size — no matter how many strategies we still have to develop.

Fields such as Company Description, Required Funding, and Implementation Timeline give this one-page business plan a framework for how to build your brand and what tasks to keep track of as you grow.

Then, as the business matures, you can expand on your original business plan with a new iteration of the above document.

Why I Like It

This one-page business plan is a fantastic choice for the new business owner who doesn’t have the time or resources to draft a full-blown business plan. It includes all the essential sections in an accessible, bullet-point-friendly format. That way, you can get the broad strokes down before honing in on the details.

2. HubSpot's Downloadable Business Plan Template

Sample business plan: hubspot free editable pdf

We also created a business plan template for entrepreneurs.

The template is designed as a guide and checklist for starting your own business. You’ll learn what to include in each section of your business plan and how to do it.

There’s also a list for you to check off when you finish each section of your business plan.

Strong game plans help coaches win games and help businesses rocket to the top of their industries. So if you dedicate the time and effort required to write a workable and convincing business plan, you’ll boost your chances of success and even dominance in your market.

This business plan kit is essential for the budding entrepreneur who needs a more extensive document to share with investors and other stakeholders.

It not only includes sections for your executive summary, product line, market analysis, marketing plan, and sales plan, but it also offers hands-on guidance for filling out those sections.

3. LiveFlow’s Financial Planning Template with built-in automation

Sample Business Plan: LiveFLow

This free template from LiveFlow aims to make it easy for businesses to create a financial plan and track their progress on a monthly basis.

The P&L Budget versus Actual format allows users to track their revenue, cost of sales, operating expenses, operating profit margin, net profit, and more.

The summary dashboard aggregates all of the data put into the financial plan sheet and will automatically update when changes are made.

Instead of wasting hours manually importing your data to your spreadsheet, LiveFlow can also help you to automatically connect your accounting and banking data directly to your spreadsheet, so your numbers are always up-to-date.

With the dashboard, you can view your runway, cash balance, burn rate, gross margins, and other metrics. Having a simple way to track everything in one place will make it easier to complete the financials section of your business plan.

This is a fantastic template to track performance and alignment internally and to create a dependable process for documenting financial information across the business. It’s highly versatile and beginner-friendly.

It’s especially useful if you don’t have an accountant on the team. (I always recommend you do, but for new businesses, having one might not be possible.)

4. ThoughtCo’s Sample Business Plan

sample business plan: ThoughtCo.

One of the more financially oriented sample business plans in this list, BPlan’s free business plan template dedicates many of its pages to your business’s financial plan and financial statements.

After filling this business plan out, your company will truly understand its financial health and the steps you need to take to maintain or improve it.

I absolutely love this business plan template because of its ease-of-use and hands-on instructions (in addition to its finance-centric components). If you feel overwhelmed by the thought of writing an entire business plan, consider using this template to help you with the process.

6. Harvard Business Review’s "How to Write a Winning Business Plan"

Most sample business plans teach you what to include in your business plan, but this Harvard Business Review article will take your business plan to the next level — it teaches you the why and how behind writing a business plan.

With the guidance of Stanley Rich and Richard Gumpert, co-authors of " Business Plans That Win: Lessons From the MIT Enterprise Forum ", you'll learn how to write a convincing business plan that emphasizes the market demand for your product or service.

You’ll also learn the financial benefits investors can reap from putting money into your venture rather than trying to sell them on how great your product or service is.

This business plan guide focuses less on the individual parts of a business plan, and more on the overarching goal of writing one. For that reason, it’s one of my favorites to supplement any template you choose to use. Harvard Business Review’s guide is instrumental for both new and seasoned business owners.

7. HubSpot’s Complete Guide to Starting a Business

If you’re an entrepreneur, you know writing a business plan is one of the most challenging first steps to starting a business.

Fortunately, with HubSpot's comprehensive guide to starting a business, you'll learn how to map out all the details by understanding what to include in your business plan and why it’s important to include them. The guide also fleshes out an entire sample business plan for you.

If you need further guidance on starting a business, HubSpot's guide can teach you how to make your business legal, choose and register your business name, and fund your business. It will also give small business tax information and includes marketing, sales, and service tips.

This comprehensive guide will walk you through the process of starting a business, in addition to writing your business plan, with a high level of exactitude and detail. So if you’re in the midst of starting your business, this is an excellent guide for you.

It also offers other resources you might need, such as market analysis templates.

8. Panda Doc’s Free Business Plan Template

sample business plan: Panda Doc

PandaDoc’s free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

Once you fill it out, you’ll fully understand your business’ nitty-gritty details and how all of its moving parts should work together to contribute to its success.

This template has two things I love: comprehensiveness and in-depth instructions. Plus, it’s synced with PandaDoc’s e-signature software so that you and other stakeholders can sign it with ease. For that reason, I especially love it for those starting a business with a partner or with a board of directors.

9. Small Business Administration Free Business Plan Template

sample business plan: Small Business Administration

The Small Business Administration (SBA) offers several free business plan templates that can be used to inspire your own plan.

Before you get started, you can decide what type of business plan you need — a traditional or lean start-up plan.

Then, you can review the format for both of those plans and view examples of what they might look like.

We love both of the SBA’s templates because of their versatility. You can choose between two options and use the existing content in the templates to flesh out your own plan. Plus, if needed, you can get a free business counselor to help you along the way.

I’ve compiled some completed business plan samples to help you get an idea of how to customize a plan for your business.

I chose different types of business plan ideas to expand your imagination. Some are extensive, while others are fairly simple.

Let’s take a look.

1. LiveFlow

business plan example: liveflow

One of the major business expenses is marketing. How you handle your marketing reflects your company’s revenue.

I included this business plan to show you how you can ensure your marketing team is aligned with your overall business plan to get results. The plan also shows you how to track even the smallest metrics of your campaigns, like ROI and payback periods instead of just focusing on big metrics like gross and revenue.

Fintech startup, LiveFlow, allows users to sync real-time data from its accounting services, payment platforms, and banks into custom reports. This eliminates the task of pulling reports together manually, saving teams time and helping automate workflows.

"Using this framework over a traditional marketing plan will help you set a profitable marketing strategy taking things like CAC, LTV, Payback period, and P&L into consideration," explains LiveFlow co-founder, Lasse Kalkar .

When it came to including marketing strategy in its business plan, LiveFlow created a separate marketing profit and loss statement (P&L) to track how well the company was doing with its marketing initiatives.

This is a great approach, allowing businesses to focus on where their marketing dollars are making the most impact. Having this information handy will enable you to build out your business plan’s marketing section with confidence. LiveFlow has shared the template here . You can test it for yourself.

2. Lula Body

Business plan example: Lula body

Sometimes all you need is a solid mission statement and core values to guide you on how to go about everything. You do this by creating a business plan revolving around how to fulfill your statement best.

For example, Patagonia is an eco-friendly company, so their plan discusses how to make the best environmentally friendly products without causing harm.

A good mission statement  should not only resonate with consumers but should also serve as a core value compass for employees as well.

Patagonia has one of the most compelling mission statements I’ve seen:

"Together, let’s prioritise purpose over profit and protect this wondrous planet, our only home."

It reels you in from the start, and the environmentally friendly theme continues throughout the rest of the statement.

This mission goes on to explain that they are out to "Build the best product, cause no unnecessary harm, and use business to protect nature."

Their mission statement is compelling and detailed, with each section outlining how they will accomplish their goal.

4. Vesta Home Automation

business plan example: Vesta executive summary

This executive summary for a smart home device startup is part of a business plan created by students at Mount Royal University .

While it lacks some of the sleek visuals of the templates above, its executive summary does a great job of demonstrating how invested they are in the business.

Right away, they mention they’ve invested $200,000 into the company already, which shows investors they have skin in the game and aren’t just looking for someone else to foot the bill.

This is the kind of business plan you need when applying for business funds. It clearly illustrates the expected future of the company and how the business has been coming along over the years.

5. NALB Creative Center

business plan examples: nalb creative center

This fictional business plan for an art supply store includes everything one might need in a business plan: an executive summary, a company summary, a list of services, a market analysis summary, and more.

One of its most notable sections is its market analysis summary, which includes an overview of the population growth in the business’ target geographical area, as well as a breakdown of the types of potential customers they expect to welcome at the store. 

This sort of granular insight is essential for understanding and communicating your business’s growth potential. Plus, it lays a strong foundation for creating relevant and useful buyer personas .

It’s essential to keep this information up-to-date as your market and target buyer changes. For that reason, you should carry out market research as often as possible to ensure that you’re targeting the correct audience and sharing accurate information with your investors.

Due to its comprehensiveness, it’s an excellent example to follow if you’re opening a brick-and-mortar store and need to get external funding to start your business .

6. Curriculum Companion Suites (CSS)

business plan examples: curriculum companion suites

If you’re looking for a SaaS business plan example, look no further than this business plan for a fictional educational software company called Curriculum Companion Suites. 

Like the business plan for the NALB Creative Center, it includes plenty of information for prospective investors and other key stakeholders in the business.

One of the most notable features of this business plan is the executive summary, which includes an overview of the product, market, and mission.

The first two are essential for software companies because the product offering is so often at the forefront of the company’s strategy. Without that information being immediately available to investors and executives, then you risk writing an unfocused business plan.

It’s essential to front-load your company’s mission if it explains your "Why?" and this example does just that. In other words, why do you do what you do, and why should stakeholders care? This is an important section to include if you feel that your mission will drive interest in the business and its offerings.

7. Culina Sample Business Plan

sample business plan: Culina

Culina's sample business plan is an excellent example of how to lay out your business plan so that it flows naturally, engages readers, and provides the critical information investors and stakeholders need. 

You can use this template as a guide while you're gathering important information for your own business plan. You'll have a better understanding of the data and research you need to do since Culina’s plan outlines these details so flawlessly for inspiration.

8. Plum Sample Business Plan

Sample business plan: Plum

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Results for business plan sample translation from English to Tagalog

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Last Update: 2015-05-11 Usage Frequency: 1 Quality: Reference: Anonymous

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Last Update: 2018-09-02 Usage Frequency: 1 Quality: Reference: Anonymous

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Last Update: 2015-09-16 Usage Frequency: 1 Quality: Reference: Anonymous

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Last Update: 2022-04-13 Usage Frequency: 1 Quality: Reference: Anonymous

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Last Update: 2023-11-16 Usage Frequency: 1 Quality: Reference: Anonymous

business plan go by many manes strategic plan traditional plans operational plans internal plan gro

Last Update: 2023-10-02 Usage Frequency: 1 Quality: Reference: Anonymous

this particular portion of the business plan very useful to the business as well as prospective investors and leaders this divided into two parts

Last Update: 2023-10-21 Usage Frequency: 1 Quality: Reference: Anonymous

so i'll wait here in the philippines when you're just going to say, and i'll support you in your business plan

sige mag aantay ako dito sa pilipinas kung kailan ka ka pupunta sabihin mo lang, at maalalayan kita sa plano mong business opo marami akong alam na negosyo na pwedeng itayong negosyo kaya lang wala ako ng puhunan

Last Update: 2023-06-30 Usage Frequency: 1 Quality: Reference: Anonymous

the business plan should then shpw how the enterprise delivery system (eds) will enable the business to inplement the enterprise strategy (es)

ang plano sa negosyo ay dapat pagkatapos shpw paano ang enterprise sistema ng paghahatid (eds) ay paganahin ang negosyo upang inplement enterprise diskarte (es)

Last Update: 2016-06-21 Usage Frequency: 1 Quality: Reference: Anonymous

an executive summary is the first section of a business plan and is generally considered the most important. typically 2 4 pages long, the executive summary is often written last, after the entire plan has been finalized. the executive summary then covers the highlights of all the other sections.

ang isang buod ng ehekutibo ay ang unang seksyon ng isang plano sa negosyo at sa pangkalahatan ay itinuturing na pinakamahalaga. karaniwan 2 4 na mga pahina ang haba, ang buod ng ehekutibo ay madalas na nakasulat huling, matapos na ang buong plano ay natapos na. saklaw ng ehekutibong ehekutibo ang mga highlight ng lahat ng iba pang mga seksyon.

Last Update: 2021-05-11 Usage Frequency: 1 Quality: Reference: Anonymous

business plan is very crucial in business because it will keep you from trouble in the future.you can foresee difficulties when you plan purpose of business plan present a general pictures of the enterprises provide guidance for investment decision and capital expenditures serves as guide in the implementation of the plan for business including the marketing, production, organizational and financial aspects of enterprise serves as selling tool for encouraging investment and financing

Last Update: 2023-09-23 Usage Frequency: 1 Quality: Reference: Anonymous

olympic pizzeria will become seaside’s first, fast and free delivered pizza restaurant. the pizza restaurant industry in seaside is minimal, with only one other pizza place. olympic pizzeria is conveniently located for both tourists and locals, and a complete restaurant with low lease terms has already been secured. the owners all bring business management background, as well as hospitality industry experience. this pizzeria business plan outlines the market and strategy to create a profitable

ang olympic pizzeria ay magiging una, mabilis at libreng naihatid na pizza restaurant ng seaside. ang industriya ng restawran ng pizza sa seaside ay minimal, na may isa lamang ibang lugar ng pizza. maginhawang matatagpuan ang olympic pizzeria para sa kapwa turista at lokal, at isang kumpletong restawran na may mababang term sa pag-upa ay na-secure na. ang mga may-ari ay nagdala ng background sa pamamahala ng negosyo, pati na rin ang karanasan sa industriya ng mabuting pakikitungo. ang plano sa negosyo ng pizzeria na ito ay binabalangkas ang merkado at diskarte upang lumikha ng isang kumikita

Last Update: 2020-10-22 Usage Frequency: 1 Quality: Reference: Anonymous

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IMAGES

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VIDEO

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  6. Paano Mag-Start Ng Successful At Profitable Online Business? (4 Steps Guide in 2021)

COMMENTS

  1. Paano Gumawa ng Business Plan

    Paano Gumawa ng Business Plan Madalas ito ang pinakaunang bahagi ng business plan pagkatapos ng title page. Ang executive summary ay naglalaman ng mga pinakamahalagang impormasyon tungkol sa iyong kumpanya. Ano ang ginagawa ng kumpanya mo? Ano ang iyong mga produkto o serbisyong ginagawa? Ano ang mission statement ng kumpanya mo?

  2. Pagsulat ng business plan

    Kumuha ng libreng template ng business plan at halimbawa ng isang business plan. Narito ang ilang tip na dapat alalahanin sa pagsisimula mo: Isulat agad sa papel ang naisip sa lalong madaling panahon at huwag problemahin ang bawat detalye, lalo na sa unang draft mo. Gawing tunguhin na panatilihing malinaw at nasa punto ang impormasyon.

  3. Template ng Negosyo Plan para sa isang Business Startup

    Kung sa anumang oras nais mong matuto nang higit pa tungkol sa pag-click ng Growthink dito.. Mga Sangkap ng isang Business Plan. Sa madaling salita, ang isang plano sa negosyo ay nagbibigay ng mga layunin sa iyong negosyo, ang mga diskarte na gagamitin mo upang matugunan ang mga ito, potensyal na mga problema na maaaring harapin ang iyong negosyo at mga paraan upang malutas ang mga ito, ang ...

  4. A business plan for "Kopinoy"

    The name, "Kopinoy", is a combination of the word 'coffee', the primary product of the business, and 'Pinoy', the mainstream term used in referring to Filipinos, will be a newly established coffee shop that will put up a new way of making coffee and will provide a different and enjoyable customer service experience. See Full PDF Download PDF

  5. Free Business Plan Template and Examples for Small Businesses ...

    Free Business Plan Template and Examples for Small Businesses (2024) Starting with a business plan template is the easiest way to simplify the work of writing a business plan. We put together a template (and an example) to help you optimize your planning time. For free. A good business plan is the secret to starting a business successfully.

  6. How to Write a Business Plan: Tips, Format, & Templates

    1. Executive Summary 2. Company Profile 3. Operations Plan 4. Organizational Plan 5. Marketing Plan 6. Financial Plan Should You Use a Business Plan Template? 8 Free Business Plan Templates 1. Business Plan Format by the DTI 2. Simple Business Plan Template by The Balance Small Business 3. Free Sample Business Plans by Bplans

  7. How to Make a Business Plan in the Philippines (Plus Samples)

    Step 1: Define Your Business Concept Every business starts with an idea, and yours has to be developed into a clear concept. Doing so will keep you on track while drafting the plan for your small business. With that, a business concept should include these details: Mission and vision - Why you are putting up this business?

  8. Carinderia Business Plan (with PDF)

    Carinderia Business Plan (with PDF) Negosyanteng Pinoy February 4, 2024 035 mins. A carinderia business may be attractive and seemingly easy to set up: have a stall near your house, few tables and chairs, adequate cooking equipment and utensils and a good cook might be all you need to get started.

  9. Sample Business Plan

    Sample Business Plan para sa American Management Technology (AMT) Buod ng Executive. Sa pamamagitan ng pagtuon sa mga lakas nito, ang mga pangunahing customer nito, at ang mga mahahalagang halaga na kailangan nila, ang American Management Technology ay magtataas ng mga benta sa higit sa $ 10 milyon sa loob ng tatlong taon, habang pinapabuti din ...

  10. Tips: Paano Magsulat ng "Business Plan" Plano mo sa Negosyo ...

    Statistics shows Start-Up Businesses has a low mortality rate, 90% of those who have started failed within the first five (5) years of their operations and o...

  11. Business Plan in Tagalog Version

    10 573 views 2 years ago A business plan is more than just a piece of paper. It is a guide that will assist you in outlining and achieving your objectives. It's also a management tool, allowing...

  12. Free Printables Philippines

    1. Business Plan Philippines Are you looking to download a free small business plan Philippines pdf? Filipino Wealth has created a free business plan template that you can use when starting a business in the Philippines. Includes Product & Service Analyst, Market Research, Financial Forecasts, Business Strategy, Competitor Analysis, and more.

  13. Negosyo Positibo: Business plan sample

    Halimbawa: Nagtitinda kami ng sisig para sa mga tao sa sampung baranggay dito sa Maynila. Nagsimula kami sa isang tindahan at ngayon ay tatlo na ang aming munting tindahan. Binubo ng apat na katao ang aming negosyo, mayroong nangangasiwa ng marketing, ng operasyon ng negosyo, ng human resources, at business develeopment.

  14. Business Plan Template

    Business Plan Template (Tagalog Version) by victor5arrojo5mirall

  15. Marketing Plan

    Step 5: Set accurate baselines & metrics. When it comes to building a marketing plan, you need to be very specific. Always use numbers and metrics when setting goals involving your traffic, engagement, and sales. Vague goals will make it impossible for you to know how much you have improved.

  16. 24 of My Favorite Sample Business Plans & Examples For Your Inspiration

    8. Panda Doc's Free Business Plan Template. PandaDoc's free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

  17. PDF Business Plan

    Part 9: Estimations Please Note: A More Advanced Template Can Be Found On Filipinowealth.com. Total (₱) Home Loan /Rent Gas, Electricity, Water, Internet All Personal And Property Insurances Clothing

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