Non‐Alcoholic Beverage Business Plan Financials Worksheet Guidance Below is guidance for data to enter into cells of each of the separate Excel worksheets of the overall Business Plan Financials. Please note: Many of the cells in the Business Plan Financials (BPF) are already prepopulated with suggested/default values. Use the default numbers unless otherwise indicated. Only cells with BLUE text can be entered/changed. The cells in black will be filled in automatically, based on your setup assumptions, or will be carried over from numbers you entered earlier on other worksheets. We suggest working in order – as every cell you complete will carry over to all other applicable Excel worksheets (for example, if you enter a figure in the Staff Budget, that figure will carry over to your Income Statement and Cash Flow Statement). You are encouraged to work through the guide at your convenience. Review the Course Guide for specific due dates on specified worksheets. Worksheet #1 ‐ Set Up and Assumptions Line 9: the month the semester starts Line 12: enter the year the term starts Line 15: Two (students can write over this to include up to 10 lines) Line 18: they will sell 100% on credit Line 21: 30 days (that’s the default now in BPFs) Line 43: $40,000 (assuming Melinda is putting in half her inheritance) Line 49 $0 Worksheet #2 ‐ Sales Projections Each student must determine this for their business—speculate on how your company will grow and how much you will sell. Worksheet #3 ‐ Inventory Line 7: Ingredients Line 8: Bottles/caps Line 9: Labels Line 10: Cartons Repeat these four lines for each product line. Worksheet #3 ‐ Inventory Line 7: Ingredients Line 8: Bottles/caps Line 9: Labels Line 10: Cartons Repeat these four lines for each product line. Worksheet #3 ‐ Inventory Line 7: Ingredients Line 8: Bottles/caps Line 9: Labels Line 10: Cartons Repeat these four lines for each product line. Worksheet #3 ‐ Inventory Line 7: Ingredients Line 8: Bottles/caps Line 9: Labels Line 10: Cartons Repeat these four lines for each product line. Worksheet #4 ‐ Capital Expenditures (Note: This applies only to purchased equipment, not leased equipment.) Facilities section:  Students are not purchasing facilities Equipment section:  Line 18: used panel van $10,000  Line 19: used panel van $10,000  Line 20: used panel van $10,000  Line 21: used panel van $10,000  Years of service for each van: 4  Salvage value of each van: $2000 Computer Hardware/Software:  Line 40: Apple MacIntosh $1,200  Line 41: Apple MacIntosh $1,200  Line 42: Apple MacIntosh $1,200  Years of service for each computer: 4  Salvage value of each: $100  Line 43: Graphics software $750 Worksheet #5 ‐ Staffing Budget Line 6: Six months into the business and going forward for the rest of the year, add 2 for the number of salaried employees Line 7: Six months into the business and going forward for the rest of the year, $2000 Line 27: Six months into the business and going forward f.

1. Non‐Alcoholic Beverage
Business Plan Financials Worksheet
Guidance
Below is guidance for data to enter into cells of each of the
separate Excel
worksheets of the overall Business Plan Financials.
Please note: Many of the cells in the Business Plan Financials
(BPF) are already prepopulated
with suggested/default values. Use the default numbers unless
otherwise
indicated.
Only cells with BLUE text can be entered/changed. The cells in
black will be filled in
automatically, based on your setup assumptions, or will be
carried over from
numbers you entered earlier on other worksheets.
We suggest working in order – as every cell you complete will
carry over to all other
applicable Excel worksheets (for example, if you enter a figure
in the Staff Budget,
that figure will carry over to your Income Statement and Cash
Flow Statement).
You are encouraged to work through the guide at your
convenience. Review
the Course Guide for specific due dates on specified
worksheets.
Worksheet #1 ‐ Set Up and Assumptions
Line 9: the month the semester starts
Line 12: enter the year the term starts
Line 15: Two (students can write over this to include up to 10
lines)

2. Line 18: they will sell 100% on credit
Line 21: 30 days (that’s the default now in BPFs)
Line 43: $40,000 (assuming Melinda is putting in half her
inheritance)
Line 49 $0
Worksheet #2 ‐ Sales Projections
Each student must determine this for their business—speculate
on how your
company will grow and how much you will sell.
Worksheet #3 ‐ Inventory
Line 7: Ingredients
Line 8: Bottles/caps
Line 9: Labels
Line 10: Cartons
Repeat these four lines for each product line.
Worksheet #3 ‐ Inventory
Line 7: Ingredients
Line 8: Bottles/caps
Line 9: Labels
Line 10: Cartons
Repeat these four lines for each product line.
Worksheet #3 ‐ Inventory
Line 7: Ingredients
Line 8: Bottles/caps
Line 9: Labels
Line 10: Cartons
Repeat these four lines for each product line.
Worksheet #3 ‐ Inventory
Line 7: Ingredients
Line 8: Bottles/caps
Line 9: Labels
Line 10: Cartons
Repeat these four lines for each product line.
Worksheet #4 ‐ Capital Expenditures
(Note: This applies only to purchased equipment, not leased
equipment.)

3. Facilities section:
Equipment section:
9: used panel van $10,000
Computer Hardware/Software:
200
Worksheet #5 ‐ Staffing Budget
Line 6: Six months into the business and going forward for the
rest of the year, add
2 for the number of salaried employees
Line 7: Six months into the business and going forward for the
rest of the year,
$2000
Line 27: Six months into the business and going forward for the
rest of the year,
add 1 production person
Line 28: Six months into the business and going forward for the
rest of the year,
add $3000
Line 41: 1 hourly employee
Line 42: 20 hours
Line 43: $10
Worksheet #5 ‐ Staffing Budget

4. Line 6: Six months into the business and going forward for the
rest of the year, add
2 for the number of salaried employees
Line 7: Six months into the business and going forward for the
rest of the year,
$2000
Line 27: Six months into the business and going forward for the
rest of the year,
add 1 production person
Line 28: Six months into the business and going forward for the
rest of the year,
add $3000
Line 41: 1 hourly employee
Line 42: 20 hours
Line 43: $10
Worksheet #6 ‐ Marketing Budget
This is submitted with Project Deliverable 2: Marketing Plan
Worksheet #7: Professional Services
Line 6: $2,000
Line 7: $1,500
Line 9: $2,000
Worksheet #8 ‐ Cap Investment
Equity Capital Investments
Loans
the interest rate
is 5%
Add projections of other funds they intend to raise
Worksheet #8 ‐ Income Statement
Line 20: $1,000
The Income Statement is submitted with Project Deliverable 4:
Business Plan

5. – Draft
Worksheet #9 ‐ Cash Flow
This will be automatically populated from other completed
worksheets.
Worksheet #10 ‐ Balance Sheet
This will be automatically populated from other completed
worksheets
8 Criteria
Please address how your proposal meets these criteria.
Relationship to Carbon Neutrality/Green Fund Goals
1. Alignment with NAU’s Carbon Neutrality Goals - Please
review the Sustainable Action Plan for the
University and identify how your project aligns with the goals
of the SAP (available in the
downloads tab of the Green Fund website).
2. Impact - What are the environmental costs and benefits
associated with this project?
Campus Community
3. Visibility - Is there a public outreach plan? How will faculty,

6. staff, students learn about this? How
will this project impact students educationally?
4. Meets Student Priorities - Based on the survey results, does
your project contribute to one or more
of the student priorities? (Please see most recent survey results,
available in the downloads tab of
the Green Fund website)
5. Campus Community Involvement - Have you considered and
identified departments, programs,
faculty, staff, student groups, etc. that might be involved or
interact with your project? What
campus connections can you make through this project?
Project Parameters
6. Economic Feasibility - Is your project financially efficient?
Is this a one-time expense or will you
need future funding? Does the project have additional funding
sources?
7. Program Longevity - Is this program/project repeatable? How
and by whom would the project
continue in the future?
8. Reasonable Timeline - How long will it take to implement
your project? What is your timeline for

7. when you will start and when you expect to begin to see results?
WADDELL’S HERBAL TEA
16
Business Plan
Waddell’s Herbal Tea Inc.
Ernest W. Butler
Strayer University
Copy #1 for Dr. Bakari
2015
Non-Disclosure Agreement
This document is for information only and is not an offering
for sale of any securities of the Company. Information disclosed
herein should be considered proprietary and confidential.
The document is the property of ______ Company and may not
be disclosed, distributed, or reproduced without the express
written permission of ______ Company.
Executive Summary
Waddell’s Herbal Tea Inc. is a Virginia based company offering
an alternative to the standard prescribed and over- the- counter
medicine. It has hot and cold tea such as; Moringa which
provides vitamins, minerals, protein, antioxidants and amino
acids.
Management will vigorously promote the dignity and self-worth
of all their current and future customers, and strive to give them
an excellent quality of life by providing them with alternative
natural medicine.
The company will offer free delivery for any purchase of $50 or
more, within the Hampton Roads area. Currently, there are 2

8. different types of herbal tea ready to be sold immediately.
Future plans are to broaden the scope of free delivery
throughout the state of Virginia.
Corporate social responsibility and sustainability are integral
parts of the Waddell’s business strategy. The company strives to
grow in harmony with social standards without having a
negative impact on the environment.
Once underway and well established management will expand
their scope and take advantage of high-margin sales and
leverage existing labor force to sell and service more products.
Within two years the operations team intends to be one of the
most sustainable producers of fast-moving consumer goods in
the region and hopefully nationally.
Table of Contents
iiList of Tables
iiiList of Figures
1Company Name Business Plan
1Company Description
1SWOT Analysis
1Strengths
1Weaknesses
1Opportunities
2External Threats
2Marketing Plan
2Operation, Technology, and Management Plan
2Ethics and Social Responsibility
2The Financials
3References
5Appendix A: Title of Appendix
This Table of Contents (TOC) has all the headings from the
template included. To update your TOC, right click anywhere in
the Table of Contents, select Update Field, then select Update
entire table or Update page numbers only, and click OK.
Business Plan

9. Waddell Herbal Tea Inc.
Company Description
Waddell’s Herbal Tea Inc. is a Virginia based company offering
an alternative to the standard prescribed and over- the- counter
medicine. It has hot and cold tea such as; Moringa which
provides vitamins, minerals, protein, antioxidants and amino
acids. Dill tea that helps eases upset stomach and Cat Nip which
provides relaxation and calmness. Through interaction with a
number of herbalist and nutritionist they discovered a ready
market of clients who are eager to explore alternative medicine
and willing to change immediately.
Company Mission
Waddell’s Herbal Tea Inc., mission is to promote the dignity
and self-worth of all their current and future customers, and
strive to give them an excellent quality of life by providing
them with alternative natural medicine. They differentiate
themselves from competitors by offering premier mobile
training and consultation in keeping their products consumer-
centric, continually upgrading their knowledge and expertise
and always maintaining the best quality of customer service.
Their goal is to expand and make a footprint throughout the
state of Virginia as being the leading Herbal Tea Company and
distributor. This can be accomplished by breaking even in the
second year and start making substantial profits in the third
year, allowing room for expansion and growth.
Products
Herbal Tea has been around for centuries but may have been
called several different names
and typically used by boiling it in water. Waddell’s Herbal Tea
is offering the same product but in a bottle, ready to use
immediately. The tea can be stored in a refrigerator, left out at

10. room temperature, or boiled; whatever the consumer prefer.
There are different bottles for all sorts of health concerns such
as; high cholesterol, weight loss, weight gain, metabolism,
energy etc... The company will offer free delivery for any
purchase of $50 or more, within the Hampton Roads area.
Currently, there are 2 different types of herbal tea ready to be
sold immediately. Waddell’s Herbal Tea comes in a 16 ounce
bottle and sold as a six pack, cost vary dependent on the item
the customer request but prices range from $7.50 to $10.00.
Waddell’s Herbal Tea, Inc. owns the trademark and the slogan
”Waddell’s Herbal Tea Makes Your Body Feel Free”.
SWOT Analysis
Waddell’s Herbal Tea makes its brand and products available to
its consumers throughout the Hampton Roads area. Through
careful study, examination, and inquiries to avoid costly
mistakes, his management team conducted a SWOT analysis to
get as much feedback as possible that could impact the success
of his organization.
Strengths
After an introductory sentence or two, bulleted points are
acceptable.
· High Product Diversity
· High Financial Gains ranging over thousands of dollars per
year
· Effective advertising and marketing strategies
· High rate of Sales
· Periodic Progression
· Extensive beverage distribution channel
· Consumer Loyalty
· Bargaining skills over Suppliers
· High global value in terms of brand imageThis is the correct
position for bullet points

11. · This give your document a uniform look
Weaknesses
· After an introductory sentence or two, bulleted points are
acceptable.
· FDA
· Low prices
· Operational mistakes
· Less market share compared to its competitors
· In-effective brand awareness programs
· Less profit Margin Negative Publicity
The use of numbered bullets is appropriate when listed items
must be executed in a specific order.
1. If there is no specific order, then use the round bullets.
2. Be aware, in most cases, round bullets are appropriate
Opportunities
· Increasing demand of herbal tea
· Customer requirement for healthy products
· Potential expansion in case of acquisitions
· Bottled water demand
· Hospitals & Military Installations
· More flow of money in global market
· Baby Boomers After an introductory sentence or two, bulleted
points are acceptable.
External Threats
· Consumer taste changes
· Lack of water and other resources
· Decreasing net profit margin
· Increasing dollar value

12. · More competition in market
Negative Label information
Side Effects After an introductory sentence or two, bulleted
points are acceptable.
Marketing Plan
Company’s Target Market
The owner’s operation team is focused on expanding their
herbal tea products and services throughout the state and in the
future nationwide. This will be accomplished by doing the
following: reaching out to all his target market, out working his
competition, offering the best prices for the product, and
establishing an effective and excellent marketing concept as the
company continues to grow.
In any industry characterizing your target business sector helps
you plan an advertising crusade that dodges squander and gets
your promotions before likely clients, without spending
valuable assets on those unrealistic to be intrigued (Small
Business Chronicle 2015). Therefore, having target customers in
mind is one of the strategic decisions that management should
have.
The Hampton Roads area, where Waddell’s Herbal Tea Inc. is
located; 17% of the population consists of the age group 30 to
65 and older. Mostly, in the above population, whites are 65%,
Blacks/African Americans 30%, Asians 2% and others are 3%.
The gender is 51% female and 49% male. Median household is
around $56,000 a year, 23 % are college graduates or higher,
58% are married and 71% own their residence (The Virginian-
Pilot 2009). This is significant information for Waddell’s
Herbal Tea because this is demographic in which their sales
team will be targeting. The company rationale for choosing the
above consumer base was due to the increased need to minimize

13. some of the aging problems and alternatives to prescription and
over- the- counter drugs.
Assessment of Competitor’s Market Condition
The effectiveness of marketing strategy is determined by how
well the organization assesses the competitors in the same field
of business. This enables one to take the advantages of the weak
points of the competitors and make them your strength (Stewart
& Brown 2012). Waddell’s management team will carefully
assess the market condition and devise a strategy that will earn
the market share by differentiating their products from those of
the competitors.
The herbal tea market is very competitive in the Hampton Roads
area. Just to name a few, their adversaries range from herbal tea
weight loss companies, organic tea companies, herb-spice
companies, and caffeine free herbal teas companies. The market
is not saturated, so there are plenty of opportunities to be
successful.
The basis in which their marketing team out-competes other
businesses is primarily due to the pricing strategy, which is one
of the best in the area because their rates are very affordable.
This ensures that even the low income (social security,
Medicare, government assistance) earners can afford thus
winning the bragging rights over the competitors.
Waddell's business group accepts they are a venture over the
opposition in light of the fact that they are on the ground
communicating with the clients, their worries can be effectively
and adequately be tended to, propelling agreeable client
relationship, guaranteeing demonstrable skill and obligingness
is given every day. The team knows by taking this approach will
be the key factor in winning the trust of the customers and
hence gaining the market share. This also assists in getting the

14. information of the products in the minds of the customers.
Therefore, the successful strategy that allows them to beat their
competitors not only by sales but their customer
recommendations will be put on the frontline when it comes to
evaluating the success of Waddell’s Herbal Tea.
The future competition will be a treat not only for Waddell’s
company but many others in the area. The worldwide business
for tea is substantial and estimated growth at over 15 billion
dollars (PRNEWSWIRE 2014). Unfortunately, PepsiCo and
Coca-Cola see an opportunity in tea as soda sales continue to
lose their fizz in the American marketplace. Tea, however, is on
an upswing and the companies are battling over the market
(CNN Money 2105).
Barriers for new companies entering the herbal tea market are
that consumers are searching for the individual business that are
genuine and caters to their needs. Large manufacturers such as
Pepsi and Coke, customer may believe they should continue
making and distributing what they are famous for which are soft
drinks. Another barrier for new companies right now is over
77% of the tea brewed in the United States was prepared using
tea bags. Prepared to-Drink and frosted tea blend involves more
than one-a large portion of (52%) of all tea arranged in the U.S.,
with moment and free tea representing the offset that arranged
to drink (Tea Association 2014).
Companies Message
With the use of 5 F’s in marketing brings a new perspective in
the field where it is a cutting edge over and above the normal
marketing campaigns. This is explained by functions: Waddell’s
Herbal Tea is used to advance the health and quality of life for
the customers. The targeted demographic can use this product as
an alternative for healing and soothing, which he believes will
definitely have a positive impact on their lives.

15. The financial element, both the consumer and company, will
equally benefit. The low prices make it affordable to the
customers while from the sales; the company gets financial
gain. When it comes to the availability of the herbal tea to the
consumers, the widespread outlets make it possible for the
products to purchase them everywhere and in varied quantities.
Freedom to purchase the quantities one can afford in the
Hampton Roads area. The company’s product is genuine
because the level of satisfaction the customer gets can’t be
compared to any other in the sector.
Operation,
Operations Plan
Waddell’s Herbal Tea Inc., understands how vital a role of an
Operations Plan, and are needed to unify his company in order
to accomplish all the necessary tasks that must be done in the
necessary order to achieve success. Waddell’s management
team has composed a strategic plan based on realistic, tangible,
and achievable goals that must be reached if his company is to
accomplish its sales and profit objectives.
Waddell headquarters is currently located at 4837 Merrimac
Trail in Williamsburg VA. However, the main bottling
equipment (two mixers and the auto snap cappers) are at a
facility in Newport News VA., approximately 12 miles from
headquarters. This cost and time effective strategy was derived
due to the demographics (30years and older) and location
(military installations) of his customer base.
The competitive advantage is that Waddell's business group
accepts they are a venture over the opposition in light of the
fact that they are on the ground communicating with the clients,
their worries can be effectively and adequately be tended to,

16. propelling agreeable client relationship, guaranteeing
demonstrable skill and obligingness is given every day. The
team knows by taking this approach will be the key factor in
winning the trust of the customers and hence gaining the market
share. This also assists in getting the information of the
products in the minds of the customers. Therefore, the
successful strategy that allows them to beat their competitors
not only by sales but their customer recommendations will be
put on the frontline when it comes to evaluating the success of
Waddell’s Herbal Tea.
With every business, there will be some problems and risk
involved. The management team may be exposed to some
uncertainties such as; decreasing net profit, more market
competition, and consumer taste changes, ineffective brand
awareness, FDA, negative publicity, counteractions with other
medications and possibly lawsuits. However, there are
established measures to alleviate and overcome some these risks
such as; pricing strategy, continuously working on the
customers gaining their trust, so they’ll feel comfortable in
buying and using their product. Ensuring his sales and
management team have the best administration, quality service,
and polished sales representatives to successful meet all
specified goals.
Technology
Technology Plan
Every business owner understands the significance of
technology in their organization. With business technology,
companies can target a wider customer base and grow to higher
levels. In return, the business can make more money and
benefits that will help meet the requirements of your customers.
After careful examination for programming Waddell's

17. administration group picked SYSPRO, which empowers 14,000
authorized assembling and conveyance organizations in more
than 60 nations worldwide to enhance their main concerns
through improved production network control, cost and lead
time diminishment, stock efficiencies, client administration and
eventually benefits. The newest release offers ground-breaking
technological enhancements, including a next generation
reporting tool, electronic signatures and a new user interface
tailor the product to suit their needs (Top Ten ERP 2015)
Currently, for hardware needs Waddell’s company has three
Apple Macintosh desktop computers, three printers, two
labeling machines and three Apple iPads. For
telecommunication, they have four land line phones, two at
headquarters and two at the facility in Newport News.
They likewise have seven Apple Smartphones and later on are
investigating uniting with clients and representatives by means
of constant vicinity with online gatherings, including sound,
feature, and web conferencing, which will upgrade profitability
and benefit (Strategy & Business 2014).
Ethics and Social Responsibility
Waddell's Herbal Tea Inc. is a company that strives to be the
best corporate citizen in the industry. Being socially responsible
for himself and the actions of his employees is of the utmost
importance. With most businesses, the culture of the company
starts with the owner and Waddell’s reputation throughout the
community; is of the highest integrity, honesty, and fairness.
His Human Resource (HR) team made it their top priority to
hire qualified candidates from the community to fill vacant
positions, to show good stewardship and to provide better
opportunities for the unemployed
The management team follows all jurisdiction laws including,
payment of taxes, having an active business license, treating its

18. employees as required by the law and its operations are legal.
His company pays its employees in good time; it ensures each
employee is given annual leave, and the expectant women are
given maternity leave as required. His management department
ensures that each and every employee is compensated for his
work accordingly.
The operation team ensures the company is deeply involved in
social and charitable programs throughout the community. The
schools, churches, youth programs, social clubs and sororities
have direct access for any assistance or support needed for any
relief.
The company does not discriminate any worker due to basis of
age, race, creed, color, sex, national origin, religion, sexual
orientation, gender identity, disability, marital status, and
socioeconomic status (Stewart & Brown, 2012). If workers are
not abiding by the rules and regulations in the employee
handbook, they will be counseled, and if the actions continue,
they can be reprimanded, or the last result is termination.
Environmental Affects
Waddell recognizes that safeguarding the environment is a
practice of conserving, protecting and restoring the natural
habitat for the communities and surrounding areas. His
management team understands the environment is essential and
will ensure all daily operations are in compliance with the
Clean Air Act; Clean Water Act and the United States
Environmental Protection Agency (HG Legal Resources, 2015).
The scarce of water in the tea industry has an impact on the
environment because water is indispensable and such a high
commodity in the beverage market, which no one can afford
polluting it. Therefore, his company will not dispose of any
contaminants or sewage in bodies of water before treating it by

19. the rules and regulations mentioned above (Southwell, 2011).
Packaging and disposal of bottles are also a concern for his
operations team. The high volume of bottles traveling through
the manufacturing process, at extraordinary speeds the
possibility of a crack or leak is bound to happen. For that
reason, inspection of equipment will be intensified to ensure the
integrity of the package, and that the beverage itself is not filled
too high or too low to avoid or minimize waste and pollution of
any kind.
Finally, the company is in the process of joining the Beverage
Industry Environmental Roundtable (BIER), which is a coalition
of leading beverage companies working together to advance
environmental sustainability including; water, energy, climate,
beverage containers, and recycling (BIER, 2013). His
management team believes this will have a positive impact on
the community by showing transparency and the seriousness of
the environment.
Health Issues or Claims Related to the Product
Waddell’s operation team is aware herbal teas are extremely
famous for the numerous medicinal qualities they should have.
It's asserted herbal tea can help with everything from preventing
blood circulation problems, weight control, and heartburn to
battling contamination and sickness. They also understand teas
can be made out of many plant materials, including a couple
plants that are dangerous, the specific fixings must be checked
independently for wellbeing and security (Natural Health,
2014).
Like many of his competitors that sell herbal teas as
refreshments could be viewed as protected; however medicinal
herbal teas could undoubtedly contain herbs that bring about
harm in vast amounts. Herbal teas can likewise have diverse

20. impacts from individual to individual, and this is further
aggravated by the issue of potential misidentification. If a
consumer is pregnant, nursing, taking prescription medications
or have known allergies to certain foods or plants, caution and
consultation with a physician or pharmacist are advised.
To mitigate some of the adverse claims, Waddell’s sales and
management team are handing out brochures, pamphlets, and
quick reference cards to its customers, about his products. This
is important to ease the anxiety of consumers, so when it’s time
to purchase Waddell’s Herbal Tea, the client is confident theirs
no side effects.
Advertising and Distribution
The operations team will implement an advertising strategy that
focuses on his target market (ages 30 and above). His company
advertising will be honest and not deceptive and preceding
dispersing a promotion. Advertisers must have sufficient
substantiation for all target item guarantees.
Waddell's administration group has made a move against
supplement makers, and in addition, in fitting circumstances,
against advancement workplaces, wholesalers, and retailers,
which are not being honest with their clients about the adverse
effects of their refreshments. Being straight forward with the
consumers are the best means of distribution and advertisement.
The team segment of loyal customers believes in his brand,
leadership, and trust that they are
The Financials
An introductory paragraph should appear here. Always use the
MEAL plan to form complete paragraphs. For the financials,
each spreadsheet page can appear in the document; however,
this may result in a lot of dead space that will give the
document a fragmented appearance. The more appealing option

21. is to refer to the appendices. Simply have a discussion and refer
to each element, then parenthetically direct the reader to the
location of the spreadsheet (see Appendix A).
References
American Journal (2015). Polyphenols: Antioxidants and
Beyond: Retrieved from:
http://ajcn.nutrition.org/content/81/1/215S.full
BIER (2013). Beverage Industry Environmental Roundtable.
Retrieved from:
http://www.bieroundtable.com/
CNN Money (2015). PepsiCo's 'Pure Leaf' Brews Growth for its
Tea Business. Retrieved
from: http://money.cnn.com/2015/04/17/news/companies/pepsi-
coke-bottled-tea/
HG Legal Resources (2015). Environment Law - Environmental
and Natural
Resources Law. Retrieved from:
http://www.hg.org/environ.html
Medical Examiner (2012). Herbal Supplement Dangers, FDA
Does Not Regulate.
Retrieved from:
http://www.slate.com/articles/health_and_science/medical_exam
iner/2012/11/herba
supplemen_dangers_fda_does_not_regulate_supplements_and_t
hey_can.html
Natural Health (2014). Herbal Teas That Benefit the Body and

22. Spirit. Retrieved from:
http://healthtips24by7.blogspot.com/2014/12/herbal-teas-that-
benefit-body-and-
spirit.html
New York Times, (2015). Beverages – Non Alcohol. Retrieved
from:
http://markets.on.nytimes.com/research/markets/usmarkets/indu
stry.asp?industry=54113&sector=54
PR News Wire (2014). The Future is Green and Herbal - Global
Markets, Competitors
and Opportunities - 2013-2018 Analysis and Forecasts.
Retrieved from:
http://www.prnewswire.com/news-releases/tea-the-future-is-
green-and-herbal---
global-
markets-competitors-and-opportunities---2013-2018-analysis-
and-
References
forecasts-240079191.html
QVC (2012). How to Become A QVC Vendor. Retrieved from:
http://vendorportal.qvc.com/SitePages/How%20to%20Become%
20a%20QVC%20Vendo
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Appendix A: Title of Appendix
Add Organizational Chart. Insert appendix here. Appendices are

24. ordered with letters rather than numbers. If there is but one
appendix, it has no letter designation.
The appendices must adhere to the same margin specifications
as the body of the dissertation. Photocopied or previously
printed material may have to be shifted on the page or reduced
in size to fit within the area bounded by the margins.
If the only thing in an appendix is a table, the table title serves
as the title of the appendix; no label is needed for the table
itself. If you have text in addition to a table or tables in an
appendix, label the table with the letter of the appendix (e.g.,
Table A1, Table A2, Table B1, and so on). These tables would
be listed in the List of Tables at the end of the Table of
Contents.
If you include in an appendix any prepublished materials that
are not in the public domain, you must also include permission
to do so.
Template updated 2/18/15.
Management Plan
Management & Organization
At this time, Waddell’s Herbal Tea has seven employees that
are on payroll, which are; computer expert, master mixer,
production foreman, senior executive from the Federal Trade
Commission, two outside sales representatives and himself.
Waddell also has a host of family and friends that is presently
helping as drivers and custodians at various facilities.

25. An introductory paragraph should appear here. Always use the
MEAL plan to form complete paragraphs.
President
VP
Operations
Comptroller
VP
Bottling
VP
Sales
VP

26. Marketing
NON-ALCOHOLIC BEVERAGE COMPANY PORTFOLIO
(The NAB Company Portfolio will have lists of things that the
BUS599 students would be able to sort
through to conduct a SWOT Analysis and to apply to
appropriate sections of the NAB Business Plan. )
Note #1:
This is the compilation of Data, Notes, and Information that
have been put together to create a
Business Plan for a start-up company in the non-alcoholic
beverage industry.
The goal of my business plan is twofold:
1. To help identify and outline all the issues I will need to
address in starting this company.
2. To present to funders to help raise money to finance this
company.
NAB Background:
Melinda Cates has been selling her NAB at County Fairs for the
past 7 years for $2 a bottle. She
sells an average of 10 Cardboard cartons each weekend a
County Fair is open. From her
calculations, it takes $.56 to make a bottle of NAB when she
calculates all the NAB ingredients
and the cost of the bottle and cap. Her rich uncle, Bill, just died
and left her a small monetary
inheritance. However, since he so enjoyed her home-made NAB,
he also left her equipment to
start a small NAB business.
Melinda and I have been close, trusted friends for years. She

27. found out that I just earned my
MBA from Strayer University, and she asked me to help her get
her NAB business up and
running.
I have agreed to put together a NAB Business Plan, and I have
agreed to be the CEO/President of
the company for at least the next five years.
NAB Today:
Parameters for New Company
Here are the parameters in which I must work.
-up: We are not yet in operation. We
already have a “recipe” for a
beverage, but we are not yet making sales at any significant
level.
-alcoholic
beverage (NAB). It is up to me
to decide upon what type of non-alcoholic beverage I intend to
make and market. It can
be sold in individual sizes or wholesale.
e. I will start marketing and selling the NAB in my
geographical area within a
100 mile radius from my home address.
excess of one million dollars in
revenue by year two. In other words, this cannot be intended to
be a one- or two-person
micro-business.
have already started with
friends and family money. But at some point I will need funds
from outside investors,
either angels or venture capitalists, depending on how much I
project I need to raise or
receive from a group of individual investors on kickstarter.
organizational hierarchy.

28. NON-ALCOHOLIC BEVERAGE COMPANY PORTFOLIO
ed to raise money for my personal financial
support for the first six months. In
other words, I do not need to take a salary/draw for myself for
six months of projections.
I am assuming I can live off my personal savings.
NON-ALCOHOLIC BEVERAGE COMPANY PORTFOLIO
Note #3
Personnel:
Myself: I have collected $20,000 from friends and relatives who
would like to either have their
seed money returned by the end of this calendar year at no
interest or by the end of the second
year of operation with 5% interest.
Stephen Job: Part Time (20 hrs/week) Computer
Expert/Assistant: $10/hr
Melinda Cates: NAB Creator & Master Mixer (owns the patent
on the NAB): has $40,000
inheritance
Other colleagues with specific skills and talents:
Ian Glass: retired PepsiCo plant production line foreman. Ian
recently retired with 35 years of
loyal PepsiCo service in every position from janitor to
production line foreman, and he and his
wife moved into your neighborhood. He is tickled that you have
asked him to help develop a
plan to get the NAB Company’s production line going. He said
he can help organize and sit on
the planning committee as a non-paid member until the NAB
company can hire its own
Production Line Foreman. He hinted that he retired from
PepsiCo with an annual salary of
$55,000, but he says that’s just the starting salary that large
companies pay their foremen who
are in an apprenticeship program. He doesn’t think the NAB
Company will have to pay top

29. dollar for someone who has the willingness to join the NAB
company as a start up!
Mary Cates, JD: Melinda’s sister who was a senior executive
with the Federal Trade
Commission from 2001-2012. She left the FTC after a
significant 30 year career with the federal
government in which she lead the research and support of
numerous federal court findings
against companies that violated consumer deception and unfair
practices laws. She would enjoy
serving on the initial company planning group to make sure her
sister’s recipe is successfully
shared within the state!