PMBA 2 : Comprehensive and Bankable Business Plan/Proposal

Course Content: 

Brief on Business Plan and General Format

Table of Contents

Approval page

Part One: Executive Summary

  • Name of the Business
  • Name(s) of the Business Owner(s) and their Qualifications
  • Location of the Business
  • Telephone Number(S), E-mail Address
  • Type of Business
  • Form of Business
  • Brief Description of the Business Idea
  • Market
  • Number of Jobs to be created
  • Financials
  • Viability and Sustainability

Part Two: Introduction

2.1       Business Description

2.2       Business Objectives

2.3       Vision Statement

2.4       Mission Statement

2.5       The Business/Company Profile

2.6       Business Startup date

2.7       Business Operational Mode

2.8       Business Lawyer (Consultant)

2.9       Business Accountant (Consultant)

2.10     Business Insurance Broker

2.11     Business Doctor

2.12     Start up Summary

2.13     Total Startup Capital

2.14     Sources of Capital

2.15     Value Proposition

2.16     Critical Success Factors of the Business

2.17     Current Status of the Business

2.18     Contribution to the Local and National Economy

Part Three: The Market 

3.1       Market Analysis

3.2       Market Trend

3.3       Market Segmentation

3.4       Target Market

3.5       Competition

3.6       Market Share

Part Four: Strategy and Implementation Analysis (Marketing Plan)

4.1       Product(s) Description

4.2       Product(s) Differentiation

4.3       Marketing Strategies

4.4       Marketing/Sales Team

4.5       Marketing Plan (5ps of Marketing, people, place, promotion, price, position)

4.6       Sales Forecast

4.7       SWOTT Analysis

4.8       PESTLE Analysis

Part Five: Production Plan

5.1       Business Industry

5.2       Sources of Raw Materials and Raw Materials Fulfillment

5.3       Production Equipment

5.4       Production Process

5.5       Production Cost

5.6       Stock Content Process

5.7       Quality Assurance and Standardization

5.8       Future Products and Services

Part Six: Business Operation

6.1       Product Development

6.2       Key supplier

6.3       Product Packaging

6.4       Product/Services Delivery

6.5       Customer Services Support

6.6       Human Resource Plan

6.7       Training Policies

Part Seven: Organization and Management Structure

7.1       Board of Directors

7.2       Management Team

7.3       Organizational Structure/Organogram

7.4       Professional Consultants

7.5       Company’s Rules

Part Eight: Business Legal, Regulatory and Environmental Framework 

8.1       Legal/Regulatory Issues

8.2       Tax Applicable

8.3       License and Permits

8.4       Insurance for the Business

8.5       Environmental Issues

Part Nine: Financial Plan 

9.1       Start up Assets

9.2       Start up Expenses

9.3       Current Assets

9.4       Total Startup Capital

9.5       Sources of Startup Capital

9.6       Important Assumptions

9.7       Break Even Analysis

9.8       Depreciation schedule

9.9       Loan Repayment/Interest Payment Schedule

9.10     Viability Ratios or Key Financial Statement

9.10.1  Income and Expenses Statement/Profit and Loss Statement (The Video Man)

9.10.2  Cash Flow Statement of Forecast

9.10.3  Balance Sheet (The Photographer)

9.10.4  Financial Ratio Analysis

Part Ten: Risk Analysis, Contingency and Exit Strategy 

10.1     Risk Factor in the Business and Prevention Strategies

10.2     Contingency Plan and Exit Strategy

Part Eleven: Other Considerations, Conclusion and Recommendations 

11.1     Business Evaluation

11.2     Economic/Social Justification

11.3     Commercial Viability

11.4     Conclusion

11.5     Recommendations