This document outlines the key components of an effective business plan, including: 1. An executive summary that conveys the business concept, objectives, and strategy in a concise narrative. 2. Details about the business model including the value proposition, target market, and how value will be delivered. 3. Information on the product or services, customers, competitors, and external environment. 4. Sales estimates and financial projections including a break even analysis, income statement, balance sheet, and cash flow statement. 5. The strategic plan which outlines the activities, tasks, resources needed to achieve objectives and key performance indicators.

1. Creating a Winning
Business Plan v.2

2. Creating a Winning
Business Plan v.2
For existing businesses or
start ups

3. What is a Business
Plan?

4. It is a story by the
entrepreneur or a CEO

5. For the following audience
• For the financiers/lenders
• For the stockholders
• For the public at large
• For the employees

6. What is the story?

7. • Where are we now?
(The situation/background)
• Where are we going?
(Our goals/objective)
• How do we get there?
(The strategy; the choice of action
and resources)

8. Business planning – an
important skill

9. Parts of a Strategic Business
Plan

10. Parts of Business Plan
1.Business Concept and
Business Model

11. • Business Concept – “ a
description of business in
not more than 50 words
describing
product/services/channel
and PTM.”

12. e.g.
“ WHAT IS VENTE”

13. e.g.
“ WHAT IS SUNCELL”

14. • Vision
• Mission
• Objectives
• Key Result Area
• Performance Indicator
2. Business Objectives:

15. How does a company make
money?
Inspired by Peter Drucker
Business Model

16. • Main Value Proposition (MVP)
• Primary Target Market (PTM)
• How to communicate MVP to
PTM
• How to deliver value (MVP) to
PTM
CONTAINS

17. BUSINESS MODEL CANVAS
By: Alex Osterwalder

19. • Technology providers
• Senior management
• Finance providers
• Middle managers
3. Organization:

20. 4. Executive Summary

21. 5. The Product
Customers
Competitors

22. Environment:
PESTEL
Micromarket:
Location
Competitor
Customer
6. Sales Estimate:

23. SPATRES
(what is to be done to
meet the objectives)
7. Strategy:

24. SPATRES
• Strategy
• Program
• Activities
• Tasks
• Resources

25. ENTERPRISE DELIVERY SYSTEM
• Input
• Throughput
• Output

26. INPUT
4 Ms
Materials
Machinery
Money
Manpower

27. THROUGHPUT
• Methods
• Process
• Control
• Quality
• Supervision

28. OUTPUT
•Products
•Services

29. MARKETING
4 Ps
•Product
•Promotion
•Placement
•Price

30. OUTCOMES
The Objectives:
1.Sales
2.Financial:
• Cash Flow
• Net Income
• Turnover
3. Customer Impact
4. Job Generation

31. 8. Must be in a long detailed
form

32. Succession Planning
Harvest Issues - IPO and
sales to third parties
Business failures
8. Exit Strategy:

33. 9. Compliance with regulations
– most specially laws on
safety, health, and
environment

34. Financials:
• Distinct and separate from sales
estimate (that comes from macro /
micro/industry/ market data

35. • BREAK EVEN ANALYSIS
• RATIOS: HORIZONTAL AND
VERTICAL
• Du PONT: ROI, ROE
Includes:

36. 1. Cash flow statement (3 years)
2. Profit and loss
3. Statement of condition

38. Business Plan contains
proofs that the plan can be
a success

39. Supporting Data /
Information

40. Is intuition / guesswork
enough?

41. Degree of confidence

42. Hopefully??!

43. The elevator pitch – does it
work?

44. Some entrepreneurs do not
have business plan and yet
are successful. Why?

45. Business Plan writing
competition in GSB’s

46. How much is the cost of
having a business plan
outsourced?

47. Thank You!

48. Credits
JORGE U. SAGUINSIN
Senior Managing Director