For new people just to fill in

1. BUSINESS PLAN
1. Business overview
A. Business details
Business Name:
Business Address:
Postal code
Telephone no: Cellphone no:
E-mail address: Website
B. Business ownership: Sole proprietor
Partnership
Close corporation
(Pty)Ltd.
Co-operative
Owner(s) / Partners / Member(s) / Shareholders (Stakeholders):
1. Surname First Names
2. Surname First Names
3. Surname First names
4. Surname First Names
Name of Stakeholder Duties and Responsilibities
1.
2.
3.
C. Description of Business
Business type: Agriculture
Manufacturing
Retail
Service
General outline of business:

2. And why this particular type of business:
D. Legal requirements
Tax laws: P.A.Y.E Labour Laws: Occupational Health & Safety
Provisional Skills development levy
S.I.T.E U.I.F
VAT. Regional Services Council
Workman’s Compensation
Licensing requirements: Selling meals/perishable goods
Health facilities
Entertainment
Hawking
Liquor
Fireworks
Other:
2. Marketing Plan
A. Market Analysis
Trends:
External factors (Cultural, Legislative, Social, Technological, Environmental etc)
Opportunities Threats
a. The market
Government
Local community
Companies
b. The size of the total market:
c. The source: Intergrated Development Plan etc.
d. Estimated number of buyers:
e. Source of this figure:
f. How many per day:
g. How many per week:

3. h. How many per month:
i. Market stable/ Growing/Declining:
j. Source of the above:
B. Competitor Analysis
Name: How far away? How long have
been in existence?
Competitor
monthly
turnover/sales
estimate
1. R
2. R
3. R
a. How many per day for competitors:
b. How many per week for competitors:
c. How many per month for competitors:
Competitor prices per product category or type of services
Product/Servic
e
Lowest
Price
Highest
Price
Product/ Service Lowest
Price
Highest
Price
1. 9.
2. 10.
3. 11.
4. 12.
5. 13.
6. 14.
7. 15.
8. 16.
Making the difference between business and competitors?
Professionalism
Experience
Unique
C. Product/ Service
Product/ Service Product/ Service
1. 4.
2. 5.
3. 6.

4. 7. 11.
8. 12.
9. 13.
10. 14.
D. Business Location
a. Urban
b. Sub-urban area
c. Industrial area
d. Township area
e. Rural area
Business operate from home:
Business premises rented or owned:
The copy of rental agreement or title deed:
Kind of other business in the area:
Security in the premises:
Measures to improve security:
Renovation: At cost R
Foot traffic:
Estimate number of people passing business premises:
Accessibility to business premises:
Parking facilities:
Comment:
Other facilities: Taxi Rank
Bus Station
Railway Station
Telephone Infrastructure
Electricity
Water
Sewarage
Comment:
The need for transport to deliver products/services:
The need to collect stock/supplies:
Business easy to relocate:
E. The Price
For retail business

5. Product Purchase Price Selling Price Mark up %
1. R R %
2. R R %
3. R R %
For manufacturing/Service business:
Product/Service Material
Price +
Labour
Costs =
Total
Costs of
Sales
Selling Price Mark up %
1. R R R R %
2. R R R R %
3. R R R R %
Prices high or low:
Prices market related:
Payment type: Cash
Cheques
Credit cards
Bank transfer/Deposit/Electronic
Credit:
Method: Lay-buy
Credit terms: (up-front) Deposit
% of selling price ½
Number of instalments(exclusive of deposit):
Total length of credit: 30 days
60 days
90 days
> 90 days
Customer creditworthiness assessment:
Payment collection: Customer home
Business premises
Customer workplace
Other:
Safeguarding money:
Handling non-payers:
F. Promotion

6. a. Advertising
1. Newspaper
2. Magazine
3. Postal Advertising
4. Radio
5. TV
6. Poster
7. Sign board
8. Pamphlets
9. Other:
Comment:
How often:
Monthly advertising budget:
Measuring effectiveness of advertising activities:
b. Sales promotion
1. Cash discounts
2. Competition
3. Coupons
4. Events sponsoring
5. Exhibitions
6. Specials
7. Bulk discounts
8. Sampling
9. Other:
Comment:
Monthly promotional budget:
How often:
Measuring effectiveness of sales promotion:
c. Personal selling
Employing sales representatives:
Number of representative:
Selection criteria for recruitment:
: Payment Fixed Salary
Commission
Other:

7. Total marketing budget
Advertising budget R
Promotional budget R
Personal selling R
Total budget R
3. Sale forecast
Sales forecast Product 1 Product 2 Product 3 Product 4
Quantity per
day
Quantity per
week
Quantity per
month
X Selling price
per unit
X R XR XR XR
Total monthly
sales
R R R R
4. Operations/Production Plan
a. Process:
Monday – Friday: From To
Saturday From To
Sunday/Public Holiday From To
Total Hour Per Week:
Manufacturing and Service business
Daily production capacity per product:
Capacity of machinery/Equipment
Skills level of personnel
Product/service Estimated Time taken Total number of units Per
Day
1.

8. 2.
3.
4.
5.
6.
7.
b. Resources
1. Equipment and machinery requirements
Equipment
already in
possession
Qty Unit
price
Total
costs
Purchase
date
Life
span
Annual
Depreciation%
Annual costs
of
Maintenance
& repairs
1. R R R
2. R R R
3. R R R
4. R R R
5. R R R
6. R R R
7. R R R
8. R R R
9. R R R
10. R R R
11. R R R
12. R R R
A. Subtotal R R
Equipment to
be purchased
Qty Unit
price
Total Purchase
date
Life
Span
Annual
Depreciation%
Annual costs
of
maintenance
1. R R R
2. R R R
3. R R R
4. R R R
5. R R R
6. R R R
7. R RR R
8. R R R
9. R R R
10. R R R
R R
R R

9. Supplier quotations
Transport to collect
Ordering in advance
Guarantee/warranty
Type of Repairs/maintenance
Weekly or Monthly or Quarterly or Semesterly or Annually repairs/maintenance
Availability of Parts
Availability of technicians
2. Monthly Stock/Material requirements:
Stock/Material
item
Supplier name Quantity
per
month
Unit price Total costs Turnover rate
1. R R
2. R R
3. R R
4. R R
5. R R
6. R R
7. R R
8. R R
Totals R
Stock Counting: Once a day
Once a week
Once a Month
Once every three months
Once every 6 Months
Once a Year
Minimum level of stock required:
Transport
Cost implications
Distance between business and suppliers
Payment type
Supplier policy on returning goods
Alternative supplier
3. Personnel(including owner(s) requirements
Full time personnel:
Job title Number Wages Total Monthly
Wages
Skills requirements
R R
R R

10. R R
Part time personnel:
Job title Number Wages Total Monthly
Wages
Skills requirements
R R
R R
R R
Casuals:
Job title Number Wages Total Monthly
Wages
Skills requirements
Future personnel needs:
Same as above
Employment contract
Employee family member
Availability of personnel
External bookkeeper/Accountant: Cost per month:
Training employees: Cost:
Applicable safety measures: First Aid kit
Fire extinguisher
Protective Clothing
Emergency exit
Other: Costs for the above:
c. Risk & Insurance
1. Properties:
Number of Crime related incidents in the area in the last 3 months
None
1-3
4-6
7-10
10-15
15 +
Minimum amount of cash to be kept in business premises
Maximum amount of cash to be kept in the business premises
Place of keeping cash and its safety
How often should the money be deposited

11. Protecting business properties from misuse by staff/family member
Short-term insurance policy to cover the above risks
Type of cover:Theft
Fire
Road Accidents
Vandalism
Other: