Saturday, December 05, 2015

Biz Plan/FS Compliance Sheet

DIVINE WORD COLLEGE OF LEGAZPI
College of Business Education
Legazpi City


COMPLIANCE SHEET

Title :
Candidate :
Chairperson :
Panelists :
Date :

A side-head refers to a major section of a chapter.
A sub-head refers to a specific topic under a side-head.
The proponents are the people who conceptualized the business idea and who are planning to put up the proposed business.


Reminders:
The use of first-person pronouns (I, we, me, us, our, my, ours, etc.) and second-person pronouns ( you, your, yours) is prohibited in the paper



SECTION/CHAPTER/CONTENT COMMENTS/SUGGESTIONS ACTION TAKEN

PRELIMINARY PAGES
1. Title Page - includes details pertaining to the study
2. Recommendation for Defense
3. Result of Defense
4. Approval Sheet - contains the title of the study, the students’ names, their course, the name of the school, and the signatures of the oral examination panel, the reader and the dean of the school. This sheet proves that the study has been thoroughly examined and that it is accepted as a legitimate course work
5. Dedication (optional) – bears the names of persons to whom the proponents wish to dedicate their work. der and the dean of the school. This sheet proves that the study has been thoroughly examined and that it is accepted as a legitimate course work
6. Editor’s Certification
7. Acknowledgement
8. Table of Contents
9. List of Tablestables used to analyze data are listed in order of their appearance in the paper. This part follows the format of the table of contents. This sheet proves that the study has been thoroughly examined and that it is accepted as a legitimate course work
a. Duties and Responsibilities of each Personnel
b. Historical Data
c. Projected Target Market
d. Projected Supply
e. Demand Supply Gap
f. Projected Sales - Annually
g. Projected Sales - Monthly
h. Advertising Expense
i. Compensation Scheme
j. Partners Contribution
k. Utilities Requirement
l. Projected Production Volume
m. Cost of Raw Materials
n. Cost of Utilities
o. Cost of Office Supplies
p. Organizational Cost
q. Required Quantity of raw Materials
r. Cost of Equipment and Tools
s. Cost of Furniture and Fixtures      
10. List of Figures - figures and illustrations are enumerated in chronological order. This part also follows the format of the table of contents. This sheet proves that the study has been thoroughly examined and that it is accepted as a legitimate course work
a. GANNT Chart
b. Vicinity Map
c. Business Logo
d. Organizational Chart
e. Sample Flyer
f. Production Flow Chart
g. Equipment and Tools
h. Brand Name/Trade Name
i. Website
j. Supplies
k. Furniture and Fixtures
l. Package Design
11. Executive Summary - this contains the summary and highlights of the paper. The information contained in the abstract (in order) are: title, proponents, school, adviser, statement of the problem, methods and procedures, summary of findings, conclusions and recommendations.
a. Project Proponent
b. Project Name
c. Type of Business Organization

1 MANAGEMENT PLAN
1. Form of Ownership
2. Organizational Chart
3. Vision, Mission and Goals
4. Key Personnel
5. GANNT Chart
6. Systems and Form Design

2 MARKETING PLAN
1. Market Description
2. Demand Analysis
3. Supply Analysis
4. Demand Supply Gap Analysis
5. General Marketing Practices
a. Current Market Conditions
b. Competitive Analysis
6. Proposed Marketing Program
a. Target Market
b. Sales Force
c. Product Mix Strategies
d. Market Timing and Scheduling
e. Pricing Strategies
f. Transportation and Delivery Strategies
g. Advertising and Promotion Strategy
h. Storage and Warehousing Strategy
i. Branding and Packaging Strategies
j. Terms and Conditions of Sale
7. Sales Projection
8. Systems and Form Design

3 TECHNICAL PLAN
1. Product/Service Description
2. Production/Service/Manufacturing Process
3. Plant Size and Production Schedule.
4. Project Site/Vicinity Map/Perspective/Plant Location
5. Project Layout/Floor Plan/Plant Layout
6. Building and Facilities
7. Raw Materials
8. Waste and Waste Disposals Method/Scheme
9. Cost of Machineries and Equipment
10. Cost of Furniture and Fixtures
11. Cost of Office Supplies
12. Organizational Costs
13. Utilities
14. Systems Form and Design

4 FINANCIAL PLAN
1. Financial Assumptions
2. Projected Financial Statements
a. Pre Operating
1. Projected Cost
2. Equity Financing/Amortization Schedule
b. Operating
1. Projected Profit and Loss/Statement of Financial Performance
2. Projected Cash Flow
3. Projected Balance Sheet/Statement of Financial Position
3. Financial Analysis
a. Variable Cost
b. Fixed Cost
c. Break Even Analysis
1. Profit Break Even Point Sales Volume for Multiple Product Service Business
d. Return on Asset
e. Return on Invstment
f. Cash Payback Period
g. Payback
h. Current ratio
i. Debt to Equity
4. Critical Risk

5 SOCIO ECONOMIC PLAN
The socio- economic aspect discusses in detail the benefits to be derived from the proposed business. it highlights the contributions of the business to the economy, society and community where it will operate.

The socio – economic aspect aims to:
Discuss the social benefits that will be contributed by the proposed business.
Identify the economic implications of the proposed business.

a. Social Implications
This is the first sidehead of chapter 5. This part identifies the social contributions of the proposed business. It enumerates the ways by which the proposed business is expected to contribute to the society and the immediate community. A business must always be established to uplift the lives of people in the community that will translate to greater benefits to the society. The proponents must state their plans on how to improve the lives of the people who live in their immediate community. They must also identify how the business will create a better society.

b. Economic Implications
This is the second and last sidehead. It discusses the contributions of the proposed business to the general economy. It must include discussions about the effects of the proposed business on prices, local suppliers, taxes, social services, and competition. Overall economy for the country.

NOTE: it is always better to make sure that you QUANTIFY the benefits that will be contributed by the proposed business(e.g. how much taxes? How many jobs?...)

APPENDICES - are attachments that are relevant to the study and include documentary evidence that the study was really conducted.
1. Curriculum Vitae - includes the resume of the business proponents – the people who conducted the study.
2. Letter to Respondent
3. Survey Questionnaire
4. Samples of filled Survey Questionnaire

No comments: