Manufacturing Business Plan Data Gathering Tool

Manufacturing Business Plan Data Gathering Tool

1. Name and Type of Business
What is the company name?
Has the company been incorporated?
If Yes, when was it incorporated?

MonthDayYear
If No, when will it be incorporated?

MonthDayYear
What kind of organisation?
Other

If the company is into partnership form of business, who are the partners?

	Name of Partners	Position	% of Shares Owned
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2
3

2. Finance
State the anticipated form of finance for the business:

3. Product or Service Description

	Name of Product to Service	Usage or Benefits	Seasonal or Non-seasonal	Substitute	Competitive Advantage	Weakness of Product or Service	Influencing factor for patronage
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7

4. Customers' Profile

Who are your customers? Please describe them:

	Name/Type of Customer	Location	Volume of Purchase	Value of Purchase	Influencing Factor	Term of Payment
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7

Further classification of customers:

	Name/Type of Customer	Sex	Age	Income	Education	Popularity
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7

5. Competitors' Profile

Who are your competitors? Please describe them:

	Name of Competitor	Location	Unit Price (N)	Volume of Purchase	Value of Purchase	% of Market Share	Strength	Weakness	Operating Method
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6

Please state any other relevant information:

Describe other competitors' attributes:

	Name of Competitor	Trade Terms	Sales Methods	Promotion Methods	Quality of Product or Services	Packaging	Size of Personnel	Inventory Level	Profit Level
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What are the likely challenges from the competitors?
How can these challenges be mitigated?

6. Location

List your choice of location in order of preference with necessary descriptions of suitability:

	Location	Type of Kind	Traffic Density	Packing Space	Rent (N)	Proximity to Customer	Proximity to Competitors	Future Expansion Possible
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3

7. Marketing

Tick as appropriate the type of advert method(s) adopted for marketing:

	Type of Service	Word of Mouth	Billboard	Hand Bills	Complimentary Cards	Others
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6

List as appropriate the type of distribution chain adopted for marketing:

	Type of Product	Home Delivery	Direct Sales	Open Market	Commissioned Agent	Transportation Cost	Others
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List as appropriate the timing appropriate for marketing:

	Production Days	Opening Hours	Closing Hours
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8. Pricing Analysis

What are the pricing strategies to be adopted?

	Products or Services	Unit Price (N)	Terms of Payment	Price of Competitors	Unit Cost of Production (N)	Consumers' Reaction
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5

9. Personnel Analysis

Who are the key management and operations officers. Describe them and their functions:

	Personnel Identity	Qualification and Years of Experience	Job Descriptions	Salary/Wages	Report Line	Size
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Total

10. Material Analysis

What materials are needed to run the business and what volume per day, week or month?

	Name of Materials	Qty or Volume	Unit Price (N)	Cost (N)	Inventory Level (Monthly)	Local or Imported	Why the Supplier
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Total

What are the challenges faced in procurement?
How can the above problems be overcome?

11. Equipment Analysis

What equipments are needed for the business?

	Name of Equipment	Usage of Equipment	Cpacity	Qty	Unit Price (N)	Cost (N)	Local or Imported	Why the Supplier?
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Total

12. Sales Forecast

What are the anticipated daily, weekly, monthly or yearly?

	Product or Service	Unit Price (N)	Volume of Sales (Worst Scenario)	Value (N)	Volume of Sales (Best Scenario)	Value (N)	Average Volume of Sales	Value (N)
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Total

State and explain the assumptions made in the forecast:

13. Start Up Cost

What are the items require for the take off of the business and their associated cost?

	Name of Item	Qty	Description of Item	Unit Cost (N)	Cost of Item	Remark or Comment
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8

14. Operations Method
State the operations methods adopted in the business:
State three (3) critical factors that can hinder the success of the business:
State how the above facts can be mitigated or minimised:
Should be Empty: