1
TITLE PAGE
The Title Page should contain the following items, doubled spaced, horizontal
centered,
and positioned just a...
2
Content
Executive Summary/Abstract
o Part 1 : Introduction
o Part 2 : Purpose of Preparing a Business Plan
o Part 3 : Bu...
3
EXECUTIVE SUMMARY
It is the summary of the entire Business Plan. The purpose of this
section is to write an overview of ...
4
PART 1
INTRODUCTION
 Name of the Company :
 Nature of Business :
 Industry profile :
 Location of business :
 Date ...
5
PART 2
PURPOSE OF PREPARING A BUSINESS PLAN
State your reason of preparing this business plan eg. :-
 Obtainning workin...
6
PART 3
BUSINESS/COMPANY BACKGROUND
 Name of Business:
 BusinessAddress:
 Corresspondence Address:
 Telephone & Fax N...
7
PART 4
BACKGROUND OF OWNERS/PARTNERS
BACKGROUND
 Name of owner/partners :
 Identity card No. :
 Birth Date :
 Age :
...
8
PART 5
MANAGEMENT PLAN
 Introduction of Organization :
o Mission
o Vision
o Objectives
o Business Address
9
o Factory /Farm Address
(if related)
o Business Location(plan)
o Basic Amenities
10
 Manpower planning :
Position Number of Employees
(Note : Administration employees only)
11
 Business Organisation Chart/Structure
(Please make sure each post or employees are included into
the chart)
12
 Job Specification
Position Job Specification
Note : Do not include the manpower listed in the marketing and
operation...
13
 Salary & Remuneration
Position No. of
Employees
Monthly
Salary
(RM)
EPF
(RM)
SOCSO
(RM)
Total
(RM)
Director
Administr...
14
 Organization Expenditure
Type Cost of Fixed
Asset (RM)
Monthly
Expenses (RM)
Other
Expenses (RM)
Fixed Asset
 Office...
15
PART 6
MARKETING PLAN
 Product
 Target market
 Market Size
 Competitors
Company’s Name Strengths Weaknesses
16
 Market Share
Competitors Before Entrance Adjusted market after Entrance
Percentage
Of Market
share
Amount
(RM)
Percen...
17
 Sales Forecast
( State in unit or RM)
Month Sales
Unit RM
1
2
3
4
5
6
7
8
9
10
11
12
Total for year 1
Total for year2...
18
 Marketing Strategy
o Product Strategy
o Promotion Strategy
o Price Strategy
o Distribution Strategy
19
 Manpower planning
Position Number of Employees
Marketing Manager
Salesperson
Promoter
Etc
(Note : Marketing employees...
20
 Salary & Remuneration
Position No. of
Employees
Monthly
Salary
(RM)
EPF
(RM)
SOCSO
(RM)
Total
(RM)
Marketing
Manager
...
21
 Marketing Expenditure
TYPE Cost of Fixed
Asset (RM)
Monthly
Expenses (RM)
Other
Expenses (RM)
Fixed Asset
 Vehicle
...
22
PART 7
OPERATIONAL PLAN
 Operational Process
23
 Process Flow Chart
Symbol Symbol Name
(alias)
Symbol Description
Process / Operation Symbols
Process Show a Process o...
24
 Unit Produced/ Operation Time
 Material needed
25
 Manpower Planning
Position Number of Employees
Marketing Manager
Salesperson
Promoter
Etc
 Schedule of tasks and res...
26
 Remuneration Plan
Position No. of
staff
Monthly
salary
KWSP PERKESO TOTAL
Note : Do not include the manpower listed i...
27
 Machine and equipment
Type of
Equipment
Price (RM) Quantity Total Amount
Name and address of supplier (machine and eq...
28
 Operations Layout Plan
29
 Operations Location
 Some business, their operation location is seperated from their
administrave location. If opera...
30
 Operational budget
TYPE Cost of Fixed
Asset (RM)
Monthly
Expenses (RM)
Other Expenses
(RM)
Fixed Asset
Monthly
Expens...
31
PART 8
FINANCIAL PLAN
32
 Project Implementation Cost
RM
o Fixed Asset Cost
( Fixed Asset Investment )
o Monthly Expenses
( working capital )
o...
33
 Sources of Funds
RM
 Own Contribution
 Cash
 Asset(Land and Building)
 External SourcesBank Loans
 Bank Loans
 ...
34
 Loan Amortisation schedule( if relevant )
Loan Amount :
Interest Rate :
Loan Period :
Method :
Year Principal Interes...
35
 Hire Purchase Repayment Schedule( if relevant )
Type Of Asset :
Original Price :
Deposit :
Loan Amount :
Interest Rat...
36
 Fixed Assets Depreciation Table(exclude land)
Type of Asset :
Original cost of asset :
Economic life :
Scrap Value :
...
37
 Pro forma cash statement
Month 1 2 3 4 5
A CASH INFLOWS
Opening Balance
Owner’s Capital (cash)
Bank Loan/Term Cash
Sa...
38
6 7 8 9 10 11 12 Jumlah
39
 Statement of Manufacturing
( for production and manufacturing )
Name of Business
Manufacturing Statement fo the year ...
40
 Statement of Trading
(for production and manufacturing)
Business name
Trading Statement fo the year ended at 31st Dec...
41
 Loss and Profit Statement
(for production and manufacturing)
Business name
Loss and Profit Statement as At 31st Decem...
42
 Statement of Trading
(for Trading Business)
Business name
Trading Statement fo the year ended at 31st December
Sales
...
43
 Profit and Loss Statement
(for Trading Business)
Business name
Loss and Profit Statement as At 31st December
Gross Pr...
44
 Balance Sheet Statement
Business Name
Balance Sheet Statement as at 31st December
ASSET
Fixed Asset
Machinery and equ...
45
PART 9
CONCLUSION
Item should be in this section are:
Main content
Main purppose
Mitigation
Important Issues
46
PART 10
APPENDICES
Document related to the company such as copy of partnership agreement (if
available), permit, licenc...
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Business plan workbook 17nov 1

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Business plan workbook 17nov 1

  1. 1. 1 TITLE PAGE The Title Page should contain the following items, doubled spaced, horizontal centered, and positioned just above the center of the page: Business Name Business Address Business Telephone Owner’s Name(s) By: Yuslina Bt Abdul Ghani & Anis Shabirah Bt Md Isa
  2. 2. 2 Content Executive Summary/Abstract o Part 1 : Introduction o Part 2 : Purpose of Preparing a Business Plan o Part 3 : Business / Company Background o Part 4 : Background of Owners /Partners Background o Part 5 : Management Plan o Part 6 : Marketing Plan o Part 7 : Operation Plan o Part 8 : Financial Plan o Part 9 : Conclusion/Summary o Part 10 : Appendices
  3. 3. 3 EXECUTIVE SUMMARY It is the summary of the entire Business Plan. The purpose of this section is to write an overview of the completed Business Plan. Therefore, write this last. It is just a page or two that highlights the points you made in your business plan. It’s also the doorway to your plan. Your target reader is either going to put your business plan away or keep on reading it. So better get it just right.
  4. 4. 4 PART 1 INTRODUCTION  Name of the Company :  Nature of Business :  Industry profile :  Location of business :  Date of commencement :  Factors in selecting the propose venture:  Future prospect of the business:
  5. 5. 5 PART 2 PURPOSE OF PREPARING A BUSINESS PLAN State your reason of preparing this business plan eg. :-  Obtainning working capital / loan (please state the amount of loan required and name of the bank involved)  Business guideline  To convince potential investors  Planning for new product development etc.
  6. 6. 6 PART 3 BUSINESS/COMPANY BACKGROUND  Name of Business:  BusinessAddress:  Corresspondence Address:  Telephone & Fax No. :  E-mail address :  Form of Business Ownership :  Core Business Activities:  Date of Business Commencement:  Date of Business Registration:  Business Registration No.:  Starting Capital:  Name of Bank:  Bank Acc. No.
  7. 7. 7 PART 4 BACKGROUND OF OWNERS/PARTNERS BACKGROUND  Name of owner/partners :  Identity card No. :  Birth Date :  Age :  Gender :  Owner Permanent Address :  Telephone No. :  Marital status :  Academic Qualifications :  Courses Attended :  Skill :  Experience :  Present Occupation :  Capital Contribution :
  8. 8. 8 PART 5 MANAGEMENT PLAN  Introduction of Organization : o Mission o Vision o Objectives o Business Address
  9. 9. 9 o Factory /Farm Address (if related) o Business Location(plan) o Basic Amenities
  10. 10. 10  Manpower planning : Position Number of Employees (Note : Administration employees only)
  11. 11. 11  Business Organisation Chart/Structure (Please make sure each post or employees are included into the chart)
  12. 12. 12  Job Specification Position Job Specification Note : Do not include the manpower listed in the marketing and operation department.
  13. 13. 13  Salary & Remuneration Position No. of Employees Monthly Salary (RM) EPF (RM) SOCSO (RM) Total (RM) Director Administrative Manager Financial Manager Clerk Typist Note : Do not include the manpower listed in the marketing and operation department.  Office Equipments and Supplies Types of Equipment Quantity Price/Unit (RM) Total (RM) Computer Printer Fax machine Aircond Table Chair
  14. 14. 14  Organization Expenditure Type Cost of Fixed Asset (RM) Monthly Expenses (RM) Other Expenses (RM) Fixed Asset  Office equipment  Purchase of business premise  Furniture  etc Monthly Expenses  Office supplies  Electricity  Water  Telephone  Salary  Socso  EPF  Rental  etc Other Expenses  Business registration fees  Licences & permit  Deposit  Unexpected expenditure  Insurance  etc Total (RM)
  15. 15. 15 PART 6 MARKETING PLAN  Product  Target market  Market Size  Competitors Company’s Name Strengths Weaknesses
  16. 16. 16  Market Share Competitors Before Entrance Adjusted market after Entrance Percentage Of Market share Amount (RM) Percentage of loss of market share Percentage Of Market share Amount (RM) TOTAL
  17. 17. 17  Sales Forecast ( State in unit or RM) Month Sales Unit RM 1 2 3 4 5 6 7 8 9 10 11 12 Total for year 1 Total for year2 Total for year3
  18. 18. 18  Marketing Strategy o Product Strategy o Promotion Strategy o Price Strategy o Distribution Strategy
  19. 19. 19  Manpower planning Position Number of Employees Marketing Manager Salesperson Promoter Etc (Note : Marketing employees only)  Job specification Position Job specification Note : Do not include the manpower listed in the management and operation department.
  20. 20. 20  Salary & Remuneration Position No. of Employees Monthly Salary (RM) EPF (RM) SOCSO (RM) Total (RM) Marketing Manager Salesperson Promoter Etc Note : Do not include the manpower listed in the management and operation department.
  21. 21. 21  Marketing Expenditure TYPE Cost of Fixed Asset (RM) Monthly Expenses (RM) Other Expenses (RM) Fixed Asset  Vehicle  Signboard  Furniture  etc Monthly Expenses  Salary  Socso  EPF  Commission  Travelling expenses  etc Other Expenses  Promotion  Road tax  Petrol & Gas  Insurance  etc Total (RM)
  22. 22. 22 PART 7 OPERATIONAL PLAN  Operational Process
  23. 23. 23  Process Flow Chart Symbol Symbol Name (alias) Symbol Description Process / Operation Symbols Process Show a Process or action step. This is the most common symbol in both process flowcharts and business process maps. Delay The Delay flowchart symbol depicts any waiting period that is part of a process. Delay shapes are common in process mapping. Preparation As the names states, any process step that is a Preparation process flow step, such as a set-up operation. Branching and Control of Flow Symbols Transportation When materials are transported from one point to another Decision Indicates a question or branch in the process flow. Typically, a Decision flowchart shape is used when there are 2 options (Yes/No, No/No- Go, etc.) Operation Activities that modify, transform or give value to the input Storage Commonly indicates storage of raw materials.
  24. 24. 24  Unit Produced/ Operation Time  Material needed
  25. 25. 25  Manpower Planning Position Number of Employees Marketing Manager Salesperson Promoter Etc  Schedule of tasks and responsibilities Task/Position Responsibilities/Job Description Note : Do not include the manpower listed in the organization and marketing department.
  26. 26. 26  Remuneration Plan Position No. of staff Monthly salary KWSP PERKESO TOTAL Note : Do not include the manpower listed in the organization and marketing department.
  27. 27. 27  Machine and equipment Type of Equipment Price (RM) Quantity Total Amount Name and address of supplier (machine and equipment) *If related
  28. 28. 28  Operations Layout Plan
  29. 29. 29  Operations Location  Some business, their operation location is seperated from their administrave location. If operational location different from the organizational location do write down the address as well as providing map to the location.  Operational Overheads e.g: water, electricity, gas facilities as well as other basic utilities during operations
  30. 30. 30  Operational budget TYPE Cost of Fixed Asset (RM) Monthly Expenses (RM) Other Expenses (RM) Fixed Asset Monthly Expenses Other Expenses Total
  31. 31. 31 PART 8 FINANCIAL PLAN
  32. 32. 32  Project Implementation Cost RM o Fixed Asset Cost ( Fixed Asset Investment ) o Monthly Expenses ( working capital ) o Other expenses o Contigency Cost TOTAL
  33. 33. 33  Sources of Funds RM  Own Contribution  Cash  Asset(Land and Building)  External SourcesBank Loans  Bank Loans  Hire purchase  Others ___________________________________________________ TOTAL
  34. 34. 34  Loan Amortisation schedule( if relevant ) Loan Amount : Interest Rate : Loan Period : Method : Year Principal Interest Total Payment Principal Balance 1 2 3 4 5 6 7 8 9 10
  35. 35. 35  Hire Purchase Repayment Schedule( if relevant ) Type Of Asset : Original Price : Deposit : Loan Amount : Interest Rate : Loan Period : Method : Year Principal Interest Total Payment Hire Purchase Balance 1 2 3 4 5
  36. 36. 36  Fixed Assets Depreciation Table(exclude land) Type of Asset : Original cost of asset : Economic life : Scrap Value : Method : Year Annual Depreciation Accumulated Depreciation Book Value 0 1 2 3 4 5
  37. 37. 37  Pro forma cash statement Month 1 2 3 4 5 A CASH INFLOWS Opening Balance Owner’s Capital (cash) Bank Loan/Term Cash Sales Collections of Accounts Receivable TOTAL CASH INFLOWS B CASH EXPENDITURE 1 Administrative Expenses Administrative Staff Salaries Water, electrical, telephone Insurance Office Supplies Road Tax 2 Marketing Expenses Advertisement and promotion Commission Transportation Travelling Allowance 3 Operational Expenses Raw Material Direct Labor Operational Overhead 4 Financial Expenses Hire Purchase Deposit Interest on Hire Purchase Principal On Hire Purchase Interest on Loan Principal on Loan 5 Fixed Asset Expenditure 6 Other Expenses Deposit Business Registration and Licenses Insurance & Road Tax TOTAL CASH EXPENDITURE C Excess/Defisit (A-B) D Short Term Loan E Loan Repayment F Ending Balance
  38. 38. 38 6 7 8 9 10 11 12 Jumlah
  39. 39. 39  Statement of Manufacturing ( for production and manufacturing ) Name of Business Manufacturing Statement fo the year ended at 31st December Raw manterial used : Openning stock Add Purchased of raw material Add Carriage inwards Add Duty Less Closing stock Direct labour cost Manufacturing overhead : Manufacturing general expenses Electricity Rental Insurance Depreciation of machinery Depreciation of factory Indirect labour Manufacturing cost ( transfered to Trading Statement )
  40. 40. 40  Statement of Trading (for production and manufacturing) Business name Trading Statement fo the year ended at 31st December Sales less : Cost of good manufactured Opening stock Add Manufacturing cost (transfered from Manufacturing Statement ) Less Closing stock (finished good) Gross Profit (transfered to Loss and Profit Statement)
  41. 41. 41  Loss and Profit Statement (for production and manufacturing) Business name Loss and Profit Statement as At 31st December Gross Profit ( transfered from Trading Statement ) Less : Administrative Expenses Salary Rental Insurance General expenses Electricity Bill Water Bill Telephone Bill Depreciation of fixed assset (administrative) Marketing Expenses Salesmen salary Transportation expenses Vehicle maintenance Salesmen commission Depreciation on fixed asset (marketing) Financial expenses Loan interest Bank charges Total Expenses____________ Net Profit before tax Tax(refered to taxationaspect) Net Profit after taxation
  42. 42. 42  Statement of Trading (for Trading Business) Business name Trading Statement fo the year ended at 31st December Sales less : Cost of good sold Opening stock Add Purchases Less Closing stock (finished good) Gross Profit (transfered to Loss and Profit Statement)
  43. 43. 43  Profit and Loss Statement (for Trading Business) Business name Loss and Profit Statement as At 31st December Gross Profit (transfered from Trading Statement ) Less : Administrative Expenses Salary Rental Insurance General expenses Electricity Bill Water Bill Telephone Bill Depreciation of fixed assset (administrative) Marketing Expenses Salesmen salary Transportation expenses Vehicle maintenance Salesmen commission Depreciation on fixed asset (marketing) Financial expenses Loan interest Bank charges Total Expenses____________ Net Profit before tax Tax(refered to taxationaspect) Net Profit after taxation
  44. 44. 44  Balance Sheet Statement Business Name Balance Sheet Statement as at 31st December ASSET Fixed Asset Machinery and equipment less Accumulated Depreciation Total of Fixed Asset CURRENT ASSET Closing Stock Debtor Deposit Bank Balance Cash Total Current Asset TOTAL ASSET EQUITY Share Capital Net Profit after Taxation LIABILITIES Long Term Liabilities Balance of loan Balance of hire purchase Current Liabilities Creditor Overdraf TOTAL EQUITY DAN LIABILITIES
  45. 45. 45 PART 9 CONCLUSION Item should be in this section are: Main content Main purppose Mitigation Important Issues
  46. 46. 46 PART 10 APPENDICES Document related to the company such as copy of partnership agreement (if available), permit, licence, identity card etc could be attached here.

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