Alan's Fruit Shakes & Burger Business Plan
Alan's Fruit Shakes & Burger Business Plan
Page
Title Page i
Approval Sheet ii
Acknowledgement iii
Table of Contents iv
List of Tables v
List of Figures vi
Chapter I
EXECUTIVE SUMMARY
Chapter II
Vision 4
Mission 4
Goals 4
Objectives 5
Business Philosophy 5
Chapter III
Pricing Structure 9
Chapter IV
MARKETING PLAN 11
Market Research 11
Marketing Structure 13
Economics 13
Customer/Clients 16
SWOT Analysis 17
Niche 19
Strategy 19
Promotion 20
Promotional Budget 20
Distribution Channel 21
Location 22
Sales Forecast 22
Chapter V
OPERATIONAL PLAN 23
Production 23
Production Process 24
Location 25
Store Layout 26
Floor Plan 26
Legal Environment 27
Personnel 27
Inventory 28
Suppliers 29
Chapter VI
Organizational Structure 30
Chapter VII
FINANCIAL PLAN 33
Important Assumption 34
Source of Fund 35
Financial Ratios 40
Chapter I
EXECUTIVE SUMMARY
Executive Summary
The Alan’s Fruit Shake and Burger will be a new venture of food business
partnership composed of six individuals. This is a new food business in the new
project food sight located at Tandang Sora, Maniki Kapalong Davao del Norte,
The Alan’s Fruit Shake and Burger will be located at Riverwalk, Tandang
Sora Street, Maniki Kapalong Davao del Norte. It will open and serve the
customers from Monday to Sunday 9:00 in the morning to 9:30 in the evening.
The business establishment location is very accessible since it is along the river
walk and there are a lot of people that visit the place.
start-up stage, licensing, registering the name, local inspection and regulatory
requirements will be arranged. The Alan’s Fruit Shake and Burger will prefer its
questionnaire, and this product has the potential to enter the market.
The proponents will have different marketing strategies that will focused
position in 2 years projected income statement of Alan’s Fruit Shake and Burger
customers will increase annually . Thus, financial ratios are used by the business
proponents to compare it’s financial stability. The business will return the capital
direction of the business and outlines the company for potential investors or
potential investors or potential partners. This include the mission that serve as a
The Alan’s Fruit Shakes and Burger serves snacks that will be
established at Tandang Sora Street, Maniki, Kapalong Davao Del Norte. The
which many people loved to visit the said place. The business serves fruit
shakes, veggie burgers, potato fries, and banana chips at very reasonable price.
Maniki, Kapalong Davao del Norte since there is few healthy snack bar in the
said place. With this condition, the Alan’s Fruit Shakes and Burger will be the first
healthy snack bar that offers snacks that can satisfy their cravings. Thus, this will
Vision
Establish fruit shakes as the local leading source of healthy energy in the
Goals
healthy drinks.
Objectives
The Alan’s Fruit Shakes and Burger is committed to achieve the following
objectives:
years and;
Business philosophy
The Alan’s Fruit Shakes and Burger wants to be the best snack bar in town.
To start with, the business need to do the most possible way to satisfy the
customers. Customers will be given a great experience and that experience will
be forever in their memories that once in their lifetime there was a snack bar that
treat them like a family. The family that meet their expectation and the place
where they can escape from stressful reality because of the ambiance and very
welcoming environment.
Alan’s Fruit Shakes and Burger is a partnership entity comprising of six (6)
members. The members will equally contribute the starting capital of the
business. They will also liable to all the undertakings of the business. To bind the
business partners. As well, the partners will be guided of the registration of the
business. This is to legally operate the business with accordance to its legal
purpose.
Chapter III
PRODUCTS
Allan’s Fruit Shake and Burger primarily sells fresh varieties of fruit
shakes of different flavors paired with our mouthwatering burgers and snacks.
Customers have the chance to customize their shakes as how they prefer it.
Allan’s Fruit shake and Burger offers different flavors of fruit shake such as
Mango, Pineapple, Apple, Avocado, Melon, Durian, Banana, and four seasons.
Allan’s Fruit Shake and Burger enters in the market, it will elevate such
competition but one thing is for sure that the business can flourish in the market.
Product- Fruit Shake and Burger is ta business that offers healthy snacks.
The product is health-friendly and has reasonable price with high quality
products.
at Maniki, Davao del Norte which is an advantage to the business since the
location is near the Baranggay Hall, Public Terminal, and KCAST. There are also
travelers hence the location is found in the Riverwalk - Kapalong Night Market.
Place- The business will offer picturesque ambiance where customer can
dine in and eat well. Also the business will provide a relaxing place that attracts
customers. Moreover the business will prioritize cleanliness and sanitation of the
said establishment.
machines that run the business. The business will have an employee that
provides a good customer service. In addition, all personnel will be skilled and
Pricing Structure
The business will utilize the cost plus pricing method in all products to be
offered. In this method, a markup will be added to the total cost of the product.
Also, the selling price of the products will depend on its servings. Below is the
Total cost of
Pineapple
Avocado
Veggie Burger 50 60 1 60
Crunchy
Chicken
Burger 65 78 1 78
Butter Chicken
Twin Burger 75 90 1 90
Pizza Burger 50 60 1 60
MARKETING PLAN
budget, distribution channel, location, and sale forecast are also included.
Market Research
The study was conducted through an interview with the respondents which
questionnaire. The results of the survey will help the proponents in assessing the
4,971 households, the proponents will only ask questions 100 respondents.
customers will purchase their snacks to Alan’s Fruit Shake and Burger, and the
24.20%
YES
NO
MAYBE
75.80%
Market Share
Market Structure
The ideal market structure for the business would be a perfect competition
even their are a lot of business that offer snacks in the market, it will still be
Economics
Davao del Norte with large number of population . In this factor, many
will provide employment to the people which increase their purchasing capacity
Products
Allan’s Fruit shake and Burger offers different flavors of fruit shake such
Seasons. As well, it also offers french fries, banana chips, and healthy burgers.
Customer/Client
Allan’s Fruit shake and Burger target market will be all the households in
school is not that far from the area, so students and professionals will likely visit
SWOT ANALYSIS
market and to develop tactics in mitigating the risk that the business may
encounter in its operations. It helps the business assess the internal factors such
as the business strengths and weaknesses as well as the external factors which
are the business opportunities and threats. Table 2 shows the SWOT Analysis of
Niche
Alan’s fruit Shakes and Burger is one of the primary products of the
Kapalong Davao del Norte and will provide excellent service to its customers.
Alan’s Fruit Shake and Burger’s core customer’s will be the households,
students, employees and workers. They don’t have enough time to prepare
Promotional Strategy
In the market, the company will provide high-quality items. One of the
business marketing methods is to promote goods that will have a greater impact
on customers. The company will post signage in a prominent location to alert
along the market road that will be visible to them, stating the business address
Promotional Budget
help the business in reaching its target market that will positively affect the
market sales of the business. The proponents projected the promotional budget
will increase by 2% every year for 5 years. The exact calculation of the
Year
1 6,300.00
2 6,426.00
3 6,554.52
4 6,685.61
5 6,819.32
Distributional Channel
The company will provide a variety of menus to its customers in order to
fulfill their needs. Some businesses used to, and still do, take orders over the
phone as part of their extra service. Customers will be able to place their orders
ahead of time to save time by making phone calls, and the food will be ready to
Location
Davao del Norte is the intended location for the firm. The Business located at
Kapalong Riverwalk where most people relax and dine in for snacks or dinner. As
well, the location of the business is noticeable because it is near the public
Sales Forecast
Sales forecast is the total sales of all the products that are being offered
by Alan’s Fruit Shake and Burger. The proponents assumed the number of
customers who buy the products everyday multiplied by the number day in a
month and multiplied by the number of the month in a year. Since Alan’s Fruit
Shake and Burger projected to have an increase in sales of 5% per year, the
table below shows the sales forecast of the business for 5 years. The
1 1,436,400.00
2 5% 1,508,220.00
3 5% 1,583,631.00
4 5% 1,662,812.55
5 5% 1,745,953.18
Chapter V
OPERATIONAL PLAN
This section shows the execution of the business in offering their product
into the market, raw materials, kitchen supplies, legal compliance and other
operational activities.
Production
reasonable price to the customers. In the preparation of the snack, the business
processing area.
open Monday – Sunday. The operation will start at 9:00 AM in the morning up to
9:30 in the evening. Also, to continue introducing the business to the public, the
promotional strategies will carry on such as the advertising through social media
Cooking/
Available for Preparing of
Preparing of
Customers Ingredients
Orders
Receive the
payment of End
Customer
The Alan’s Fruit Shake and Burger will be located in an accessible place;
it is located at Tandang Sora Street, Maniki, Kapalong, Davao del Norte. It is also
located at the riverwalk and is nearby to Public Terminal, Public Market, and
KCAST campus.
Store Layout
Since the business will only rent the space, the place is already build-up.
lay-out comprising the Counter table, Washing area, Cooking area, Storage
room, and dining area as well its logo well be presented in APPENDIX 4.
Legal Environment
To legally operate the business, the Alan’s Fruit Shake and Burger is
stamp.
Maniki.
5. Register Tax Identification Number (TIN) with the Bureau of Internal Revenue
Personnel
Personnel is very important in a business. Alan’s Fruit Shake and Burger will
assign one partner to manage and supervise the employees in the different areas
of the business. The duties of the manager is mainly to monitor and control the
Alan’s Fruit Shake and Burger will hire one (1) chef which is an expert in the
food industry; one (2) service crew to entertain the customer’s order and do the
serving; one (1) cashier to receive the payments of the customer. The business
also will hire one (1) personnel to do the sanitation to ensure food safety and
cleanliness. Moreover, all hire personnel will be of legal aged, physically and
Monday – Sunday
Monday – Sunday
Monday – Sunday
Inventory
Alan’s Fruit Shake and Burger inventories are good for a week to avoid
business will also use FIFO method to avoid spoiling the ingredients.
Suppliers
In order to secure the supplies needed for the business, Alan’s Fruit
Shake and Burger will get the supplies in the neighbouring store and places. The
Organizational Structure
Partners
External
------------------------------------------------
Bookkeeper
Cashier
(Regular) Service Crew
(Regular)
Chef Utility
(Regular) (Regular)
serves as the basis for the delegation of work and coordination of the regular
employees. This will help the business in achieving the set objectives while
Fruit Shake and Burger will look for a professional guidance and support from
do the job that includes the duties and responsibilities of the personnel for the
specific position and the qualification and skills needed of each position. This is
to hire highly qualified employees and have potential to be an asset to the
Responsible Male/Female
Utilities 1 regular for the 23-30 years
sanitation and old
maintenance In good health
in cleaning the Good moral
store Hardworking
In-charge in
dish washing
Auditing Female
External 1 financial Bookkeeping
Bookkeeper records and NCIII holder or
determining CPA
financial With no
results of the relationship
business with any
opeartions personnel in
the business
until third
degree of
consanguinity
and affinity
Chapter VII
FINANCIAL PLAN
formation, the start-up expenses and the five-year projected financial statements
Start-up Expenses
PARTNERS CONTRIBUTION
Partner 1 30,000.00
Partner 2 30,000.00
Partner 3 30,000.00
Partner 4 30,000.00
Partner 5 30,000.00
Partner 6 30,000.00
order for the business to operate. This start-up and expenses covers the first one
method.
10. The withdrawal of partners will be 10,000 in year 1 and will increase 5% in
Year 1- Year 5
given period of time. Alan’s Fruit Shake and Burger projected a 5% increase of
its sales as well as its purchases. The increase of the expenses was based on
Year 1-Year 5
CASH FLOW FROM OPERATING ACTIVITIES YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5
Cash received from customers 1,436,400.00 1,508,220.00 1,583,631.00 1,662,812.55 1,745,953.18
Cash paid for merchandise inventoy 162,506.40 170,631.72 179,163.31 188,121.47 197,527.54
Cash paid for rent expense 32,400.00 32,400.00 32,400.00 32,400.00 32,400.00
Cash paid for utilities expense 18,000.00 18,360.00 18,727.20 19,101.74 19,483.78
Cash paid for salaries and wages 712,800.00 719,928.00 727,127.28 734,398.55 741,742.54
Cash paid for professional fee 10,000.00 10,000.00 10,000.00 10,000.00 10,000.00
Cash paid for promotional expense 6,300.00 6,426.00 6,554.52 6,685.61 6,819.32
Cash paid for permits and licenses 6,400.00 6,464.00 6,528.64 6,593.93 6,659.87
Cash paid for gas and oil 9,000.00 9,000.00 9,000.00 9,000.00 9,000.00
Cash for income tax 144,486.59 157,432.06 175,178.15 193,903.17 213,657.04
Net Cash Provided by Operating Activities 334,507.01 377,578.22 418,951.90 462,608.07 508,663.09
Statement of Cash Flow shows the cash inflows and outflows of the
Year 1- Year 5
Non-Current Asset
Cooking Equipment 9,737.00 9,737.00 9,737.00 9,737.00 9,737.00
Less: Accumulated Depreciation-CE (1,947.40) (3,894.80) (5,842.20) (7,789.60) (9,737.00)
Dining Equipment 3,250.00 3,250.00 3,250.00 3,250.00 3,250.00
Less: Accumulated Depreciation-DE (650.00) (1,300.00) (1,950.00) (2,600.00) (3,250.00)
Store Equipment 34,538.00 34,538.00 34,538.00 34,538.00 34,538.00
Less: Accumulated Depreciation-SE (6,907.60) (13,815.20) (20,722.80) (27,630.40) (34,538.00)
Furniture and Fixtures 7,044.24 7,044.24 7,044.24 7,044.24 7,044.24
Less: Accumulated Depreciation-FF (1,408.85) (2,817.70) (4,226.54) (5,635.39) (7,044.24)
Total Non-Current Asset 43,655.39 32,741.54 21,827.70 10,913.85 0.00
Total Asset 457,135.37 761,476.85 1,104,075.87 1,487,059.10 1,912,661.81
PARTNERS EQUITY
Partner 1 76,189.23 126,912.81 184,012.64 247,843.18 318,776.97
Partner 2 76,189.23 126,912.81 184,012.64 247,843.18 318,776.97
Parners 3 76,189.23 126,912.81 184,012.64 247,843.18 318,776.97
Partner 4 76,189.23 126,912.81 184,012.64 247,843.18 318,776.97
Partner 5 76,189.23 126,912.81 184,012.64 247,843.18 318,776.97
Partner 6 76,189.23 126,912.81 184,012.64 247,843.18 318,776.97
Total Partners Equity 457,135.37 761,476.85 1,104,075.87 1,487,059.10 1,912,661.81
Total Liabilities and Partners Equity 457,135.37 761,476.85 1,104,075.87 1,487,059.10 1,912,661.81
Balance Sheet shows the financial position of the business. The balance
sheet shows that Alan’s Fruit Shake and Burger is gaining return every year.
Year 1- Year 5
partner’s equity. It shows that Alan’s Fruit Shake and Burger capital is continually
year, profitability ratios are used to measure the ability of the business to gain
Payback period refers to the amount of time it takes to recover the cost of
investment.
1 337,135.37 157,135.37
2 367,341.48
3 408,749.02
4 452,440.74
5 498,533.08
= .53
Product Price Estimated No. of Customers per day Daily Sales Monthly Sales (30 Days) Yearly Sales (12 Months)
Apple Shake ₱ 30.00 10 ₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Mango Shake ₱ 30.00 10 ₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Durian Shake ₱ 30.00 10 ₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Banana Shake ₱ 30.00 10 ₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Melon Shake ₱ 30.00 10 ₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Pineapple Shake ₱ 30.00 10 ₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Avocado Shake ₱ 30.00 10 ₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Four Seasons ₱ 45.00 10 ₱ 450.00 ₱ 13,500.00 ₱ 162,000.00
Supreme Veggie Burger ₱ 60.00 5₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Crunchy Chicken Burger ₱ 78.00 5₱ 390.00 ₱ 11,700.00 ₱ 140,400.00
Butter Chicken Twin Burger ₱ 90.00 5₱ 450.00 ₱ 13,500.00 ₱ 162,000.00
Pizza Burger ₱ 60.00 5₱ 300.00 ₱ 9,000.00 ₱ 108,000.00
Banana Chips ₱ 30.00 5₱ 150.00 ₱ 4,500.00 ₱ 54,000.00
French Fries ₱ 30.00 5₱ 150.00 ₱ 4,500.00 ₱ 54,000.00
Total Sales 3,840.00 119,700.00 1,436,400.00
Alan’s Fruit Shake and Burger from daily sales which is multiplied by 30 days to
get the monthly sales, and the result is multiplied by 12 months to get the sales
for the year. Since the business assumed to have a yearly increase 5% on its
OPERATING EXPENSES
Bookkeeper ₱10,000.00
APPENDIX 3
Purchases
Particulars Unit of measure Quantity Cost Cost for 1 Month COst for 1 Year
Mango Kilo 5₱ 80.00 ₱ 400.00 ₱ 4,800.00
Pineapple Kilo 5₱ 30.00 ₱ 150.00 ₱ 1,800.00
Banana Kilo 10 ₱ 30.00 ₱ 300.00 ₱ 3,600.00
Avocado Kilo 5₱ 50.00 ₱ 250.00 ₱ 3,000.00
Melon Kilo 5₱ 30.00 ₱ 150.00 ₱ 1,800.00
Durian Kilo 5₱ 70.00 ₱ 350.00 ₱ 4,200.00
Apple Box 1₱ 930.00 ₱ 930.00 ₱ 11,160.00
Burger Bun Pack (6 pcs.) 20 ₱ 49.00 ₱ 980.00 ₱ 11,760.00
Tomato Kilo 5₱ 83.00 ₱ 243.60 ₱ 2,923.20
Lettuce Kilo 5₱ 48.72 ₱ 243.60 ₱ 2,923.20
White Onion Kilo 5₱ 120.00 ₱ 600.00 ₱ 7,200.00
Cucumber Kilo 5₱ 60.00 ₱ 300.00 ₱ 3,600.00
Mushroom Pickle Can 5₱ 130.00 ₱ 650.00 ₱ 7,800.00
Spanish Paprika Powder Kilo 1₱ 370.00 ₱ 370.00 ₱ 4,440.00
Sausage Patty Kilo 5₱ 323.00 ₱ 1,615.00 ₱ 19,380.00
Beef Patty Kilo 5₱ 299.00 ₱ 1,495.00 ₱ 17,940.00
Chicken Patty Pack (4 pcs.) 20 ₱ 60.00 ₱ 1,200.00 ₱ 14,400.00
Mayonnaise Gallon 5₱ 199.00 ₱ 995.00 ₱ 11,940.00
Mustard Bottle (200 Grams) 5₱ 99.00 ₱ 495.00 ₱ 5,940.00
Ketchup Gallon 5₱ 99.00 ₱ 495.00 ₱ 5,940.00
Cheese Pack (20 slices) 10 ₱ 75.00 ₱ 750.00 ₱ 9,000.00
Potato Fries Kilo 5₱ 116.00 ₱ 580.00 ₱ 6,960.00
Total ₱ 162,506.40
Merchandise Inventory Beginning and Ending ₱ 13,542.20
Appendix 4
SURVEY QUESTIONNAIRE
KAPALONG COLLEGE OF AGRICULTURE SCIENCES AND TECHNOLOGY
Gender: _____________
o Yes
o No
o Sometimes
o Daily
o Once a Week
o Once a Month
o Twice a Month
o Birthdays
o Anniversaries
o Wedding
o Graduation
o Others
o 15-18 Kilos
o 19-25 Kilos
o 26-30 Kilos
o 30 Kilos Above
5. Are you familiar with Seafood Stuffed and Spicy Lechon Baboy?
o Yes
o No
o Not Interested
o Yes
o No
o Maybe
Why?______________
o Yes
o No
o Not Interested
o Yes
o No
o Yes
o No
o 1 Kilo
o 2 Kilos
o 3 Kilos
o 4 Kilo and Up
11. Would you like to have a unique Lechon Baboy Haus in Kapalong?
o Yes
o No
o Not Interested
o Free Delivery
o Pick-up
o Both
13. In what price range usually buy your lechon if you purchase it per kilo?
o 400-500 pesos
o 600-700 pesos
o 750-800 pesos
o 3,000-3,500 Pesos
o 3,600-7,000 Pesos
o 7,000-8,000 Pesos
o Government Employed
o Self- Employed
o Unemployed
o Student
[Link]
09635703355
alanmarkbeluan20@[Link]
PERSONAL BACKGROUND
Age: 22
Birthplace: Manila
Hieght: 5.6
Weight: 51
Sex: Male
Religion: Catholic
Nationality: Filipino
EDUCATIONAL BACKGROUND
Year: (S.Y.2012-2013)
Secondary: Sawata National High School
Year: (S.Y.2022-2023)
MARCELINA R. CARVAJAL
09279448780/09514067919
carvajalabegail28@[Link]
PERSONAL BACKGROUND
Age: 30
Hieght: 5'2
Weight: 48kg.
Sex: Female
Nationality: Filipino
EDUCATIONAL BACKGROUND
MYRRIAM R. JALIPA
PUROK 2 MANAY PANABO CITY DAVAO DEL NORTE
09518022769
myrriamjalipa2600@[Link]
PERSONAL BACKGROUND
Age: 22
Hieght: 5’6
Weight: 70kls
Sex: Female
Nationality: Filipino
EDUCATIONAL BACKGROUND
09058937453
josekentjohn03@[Link]
PERSONAL BACKGROUND
Age: 21
Hieght: 5'9
Weight: 75kls.
Sex: Male
Nationality: Filipino
EDUCATIONAL BACKGROUND
Year: 2011-2012
Year: 2016-2017
Senior High School: University of Mindanao, Bolton Street, Davao City
Year: 2017-2018
Technology
ANGELINE G. ORO
P-1, DAGOHOY, TALAINGOD, DDN
09553584405
angelineoro09@[Link]
PERSONAL BACKGROUND
Age: 21
Hieght: 5'2
Weight: 44
Sex: Female
Nationality: Filipino
EDUCATIONAL BACKGROUND
0975-6072497
reny.toriales1989@[Link]
PERSONAL BACKGROUND
Age: 35
Height: 152cm
Weight: 69kls
Sex: Male
Nationality: Filipino
EDUCATIONAL BACKGROUND
Grecel G. Trazona
Kalagangan, San Fernando, Bukidnon
09638368692
trazonagrecel@[Link]
PERSONAL BACKGROUND
Age: 24
Hieght: 4"11
Weight: 52
Sex: female
Nationality: Filipino
EDUCATIONAL BACKGROUND