Dream Plan

Project instructions:

business plan was for a web design, graphic design, or candle-making business- based out of San Antonio, Tx. You could also do a food truck lot.

Dream Plan ? Business Plan
Portfolio Assignment
Course Objectives
Student learns to design a proposal document that models those realistically used in day-to-day business transactions.
Student learns to prepare a document using standard business and university research formats having distinct sections that organize presentation and information.
Student will utilize training in marketing, finance, and accounting to accomplish a proposal report.
Student will exhibit written communication in an effective format displaying strong content, correct grammar and punctuation.
Student will prepare an APA-style business report that includes statistics, graphs, charts, and other forms of data.
Student will learn to address a designated critical audience, i.e. banker / investor.
Student will engage in an entrepreneurial business investigation.
Student will prepare a document for potential E-portfolio placement.

AACSB Standards
The Dream Plan ? Business Plan
Requires reflective thinking skills concerning planning and evaluating the organization and operation of a business
Demands ethical and legal responsibilities in setting company goals and procedures, meeting local, state, and federal requirements, and engaging in business in the

public sphere
Requires persuasive communication skills
Requires analytical skills to develop products and services, do cost analysis, determine markets and customer orientation, and study competition
Requires access to and skills to use library and Internet sources
Must engage multicultural and diversity understandings regarding product and service offerings, marketing, hiring, and clientele
Requires understanding of financial analysis and reporting through charts, graphs, and spreadsheets
Requires marketing analysis of products and services and means to promote these through surveys and advertising to a demographic target
Proposes to create values through the production and distribution of goods, services, and information
Requires thorough understanding of group and individual dynamics in the business organization and operation
Recognizes management technologies, human resource programs, and information technologies utilized to promote values, business, and reduce cost
Endorses involvement in community and global environments to promote prosperity and goodwill.

DPQ Intellectual Skills
The Dream Plan ? Business Plan
Shows use of analytic inquiry
Shows use of information resources
Shows ability to engage diverse cultural perspectives of business communities, government, politics, and conditions existing in global markets
Requires error-free prose and calculations presented to critical audiences of bankers and investors

DPQ Applied Learning
The Dream Plan ? Business Plan
Requires knowledge and use of various academic disciplines to evaluate, organize, and promote individual segments of production, financing, management, marketing, and

delivery inherent in a successful business plan
Requires field-based investigations of business locations, suppliers, construction and remodeling needs, and study of competitors in a select demographic area.

Report Process
Student exercises an entrepreneurial spirit in proposing a business plan for a realistic and local business venture.
Student will determine a service or product that has consumer appeal and a viable market.
Student will study a local area (Zip code) as suitable for locating and opening a business that will succeed in that locality.
Student will determine whether to lease, lease and remodel, buy, or build a facility that houses the business, including estimated rough costs (monthly ? annually /

allowance) for the chosen option.
Student will envision the necessary staff and employees necessary to open and run this operation, including rough estimates of payroll (monthly ? annually /

allowance).
Student will suggest a layout of usable space of building (property) designated to specific functions and operations.
Student will envision furnishings and equipment for office, floor, showroom, and customer reception areas (allowances).
If operation includes warehousing, work yards, or a manufacturing plant, student will provide rough estimates of heavy equipment needs and stocking requirements for

these operations (allowances).
Student will envision advertising tactics for local and neighboring communities for opening and going public (allowances).
Student will recognize and account for utility costs, vehicle purchases, signage, and similar operating expenses (allowances).
Student will account for normal legal requirements involved in running a business: public filings (DBA); state sales and tax registrations; federal EIN; and applicable

city, county, and state licensing and code requirements and adherences, if any, for a type of business (fee allowances).
Student will estimate capital needed to open and run this business until it is established and producing operating income. This includes owner?s contribution to

capital pool.
Student will analyze costs and provide charts showing cost / expense breakdowns under various headers. This also applies to revenue generators that lead to break-even

and profit schedules.
The student?s Business Plan will provide an Executive Summary profiling and describing this business, then prepare a discussion, coordinated with charts, about

anticipated expenses arising within a projected start date to a business opening with staff in place. Project anticipated costs, revenues, and profit for three years

of operation, with measures and indicators of probable success.

Proposal Format: Basic and Minimal Requirement for a Business Plan
Title page
Table of contents showing section page numbers
Table of figures showing page numbers where graphics, charts, and spreadsheets are used
Executive Summary
Body: Discussion, information / data, charts, spreadsheets, and analysis. See more details under Business Profile and Report Procedure below.
References

General Discussion of the Dream Plan

The purpose and intent of this report is to inform you that business is serious and that instruction in this business department is designed to enable you to meet and

engage this quest. The first orientation in business is that you desire to do something. The next step is to contemplate and establish a direction that fulfills and

enhances this desire motive. Education complements, informs, and integrates this motive with real world conditions and demands. The desire motive becomes strengthened

by success and accomplishments arising from work experience. In time, one may seek to open their own business to better themselves and contribute to a market that they

have a fair and workable knowledge of: Dream Plan ? Business Plan. This direction is a natural and common expression in the market place.

Some students have experience that allows them to do this proposal with relative ease, and some don?t. The purpose behind this proposal report is NOT to supply precise

figures and information needed in a real document; rather, it provides a structure for controlled imagination and general alignment of needs and costs: ?guesstimates.?

Envisioning how to structure a proposal and supply information and materials within it is the major exercise. The following broad divisions of a proposal are given to

enable a student to engage this assignment. They are the creation of a local San Antonio educator and lecturer, Helene King.

The Business Profile
Description of My Business
Describe your product or service. How does your business work? What does it look like? What education do you need to start this business? What license(s) or

certification(s) are you required to have in order to conduct this business in the San Antonio area?

Targeted Market and Customers
What problems are you solving with your product or services? Who will use your products? Why would they need/want your product/service? How and where would you find

your customers? How will you spread the word about what your business can do for your customers? Why would a customer want to do business with you? What are you going

to charge for your service / product?

Competition
Is there a market for your products/services? How do you know this? What other businesses have similar products/services to yours? How will your product/service differ

from that offered by the competition?

Company Operations
How will you make your products or deliver your services? For a product, how are you going to get the materials? Assemble the product? Package it? For a service, what

process will you use to deliver your service to your customer?

Location
What is the location you have selected, and what criteria did you use to select it? Why? If there is an existing place for rent or lease, how much is it per square

foot, and what renovations will be necessary? Will you have to build? What are the costs involved? Who helps you in providing information and making these decisions?

What are the costs for their services?

The Funding
Approximately how much money will you need to start your business? From where and from whom will you get the money? Who helps you determine the right use of your

monies? Who works with you to advise and protect your negotiations and contracts with the banker, investor, outside vendors, and various contractors? What fees come

with these attending services? What are current interest rates on commercial loans? What will be the types and costs of insurances to protect the investment and the

business operation?

Report Card
What measurements will you monitor to tell if your business is successful?

Report Procedure

Executive Summary
Introduce your business to a small and limited audience, i.e. a banker or investor. Briefly explain why you want to open this business to capitalize on current market

trends and needs. Describe your proposed product or service, and tell what distinguishes it from those offered by competitors. Give decisions about business location

and access of customers to it. State how you intend to build a customer base for this product or service. Introduce your study and analysis of costs to open and run

this business. Defend these costs and selections against other viable options. State your proposed investment in this on-going operation. State your need of financial

assistance to get this project moving.

Body
Provide titled sections that have discussion and/or charts – spreadsheets showing cost breakdowns of various critical components and stages of the operation and the

running of the business. All figures will arrive at a final chart totaling all proposed expenses. This charting is your support for engaging with a banker or investor.
References
Use APA format to list sources used to gather information for proposal items.
Small Business Administration
HYPERLINK “http://www.sba.gov/” www.sba.gov/
HYPERLINK “http://www.sba.gov/smallbusinessplanner/index.html” www.sba.gov/smallbusinessplanner/index.html

References
Texas Code HYPERLINK “http://www.Findlaw.com” www.Findlaw.com
City of San Antonio code HYPERLINK “http://www.search.sanantonio.gov” www.search.sanantonio.gov
Census Bureau Information
HYPERLINK “http://www.census.gov/” www.census.gov/
HYPERLINK “http://www.city-data.com/zips” www.city-data.com/zips
HYPERLINK “http://www.brainyzip.com/demographics” www.brainyzip.com/demographics
HYPERLINK “http://quickfacts.census.gov/” http://quickfacts.census.gov/
HYPERLINK “http://www.censusscope.org/us/” www.censusscope.org/us/
HYPERLINK “http://www.sanantonio.gov/” www.sanantonio.gov/
State and County Services
Licenses, permits, regulations HYPERLINK “http://search.business.gov” http://search.business.gov HYPERLINK “http://www.tdlr.state.tx.us/” www.tdlr.state.tx.us/
Texas Comptroller of Public Accounts HYPERLINK “http://www.window.state.tx.us/taxinfo” www.window.state.tx.us/taxinfo
Minority and Women Owned Business HYPERLINK “http://www.co.bexar.tx.us/smwbe” www.co.bexar.tx.us/smwbe
Health and Human Services HYPERLINK “http://www.hhsc.state.tx.us/” www.hhsc.state.tx.us/
Assumed Name and Fees HYPERLINK “http://www.countyclerk.bexar” www.countyclerk.bexar
Texas Administrative Code HYPERLINK “http://www.sos.state.tx.us/tac” www.sos.state.tx.us/tac
Small Minority / Women-owned Business HYPERLINK “http://www.bexar.org/smwbe/” www.bexar.org/smwbe/

General Assistance Sites
Local HYPERLINK “http://sanantonio.bizjournals.com” http://sanantonio.bizjournals.com
HYPERLINK “http://www.sanantonio.gov/edd/SmallBusiness” www.sanantonio.gov/edd/SmallBusiness
HYPERLINK “http://www.cpsenergy.com” www.cpsenergy.com
Starting a Business HYPERLINK “http://www.business.texasonline.com” www.business.texasonline.com
HYPERLINK “http://www.powerhomebiz.com” www.powerhomebiz.com
HYPERLINK “http://www.texaswideopenforbusiness.com” www.texaswideopenforbusiness.com
HYPERLINK “http://www.under30ceo.com” www.under30ceo.com
HYPERLINK “http://retail.about.com” http://retail.about.com
Small Business Insurance HYPERLINK “http://www.myownbusiness.org/” www.myownbusiness.org/
Locations HYPERLINK “http://www.loopnet.com” www.loopnet.com
Chamber of Commerce HYPERLINK “http://www.txbiz.org” www.txbiz.org
Office Supply Quotes HYPERLINK “http://www.officemax.com” www.officemax.com
HYPERLINK “http://www.bannersonthecheap.com” www.bannersonthecheap.com
HYPERLINK “http://www.trophydepot.com” www.trophydepot.com
Restaurant Supply HYPERLINK “http://www.foodservicewarehouse.com” www.foodservicewarehouse.com
HYPERLINK “http://www.centralrestaurant.com” www.centralrestaurant.com
General Cost Guides HYPERLINK “http://www.costhelpers.com” www.costhelpers.com
Business Plans HYPERLINK “http://www.bplans.com” www.bplans.com
Graphing HYPERLINK “http://www.chartgo.com” www.chartgo.com
Management HYPERLINK “http://www.bain.com” http://www.bain.com
Hourly Wages HYPERLINK “http://www.salary.com” www.salary.com
HYPERLINK “http://www.payscale.com” www.payscale.com
Bureau of Labor Statistics HYPERLINK “http://www.bls.gov/” www.bls.gov/
EINs HYPERLINK “http://www.irs.gov/business/” www.irs.gov/business/
Lending HYPERLINK “http://acciontexas.org/sbl_program_information.php” http://acciontexas.org/sbl_program_information.php
HYPERLINK “http://www.activelending.com” www.activelending.com
HYPERLINK “http://www.steelheadcapital.com/rates” www.steelheadcapital.com/rates
Standards HYPERLINK “http://www.iso.org” www.iso.org
Open Franchise HYPERLINK “http://www.openfran.com” www.openfran.com
Entrepreneur HYPERLINK “http://www.entrepreneur.com” www.entrepreneur.com
HYPERLINK “http://www.investopedia.com/terms” www.investopedia.com/terms
HYPERLINK “http://govinfo.library.unt.edu” http://govinfo.library.unt.edu
Business Information Sites HYPERLINK “http://us.randstad.com” http://us.randstad.com
HYPERLINK “http://www.econbiz.de/” http://www.econbiz.de/
HYPERLINK “http://www.esa.doc.gov/economic-indicators/” http://www.esa.doc.gov/economic-indicators/
Liquidation HYPERLINK “http://www.liquidation.com” www.liquidation.com

Grading Assessment and Rubric

Discussion Competence: 0-70 points
The proposal communicates rational, positive, and professional information and data about a proposed business.
The writing and features within convince a critical audience that the proposal competently describes a viable business model and operation.
The proposal has recognizable sections involving a business introduction, location, product/service information, principal executives/ personnel, business and

management organization, start up estimates, three-year projections, operation cost ? profit projections, marketing, competition, and employment information.
The writing recognizes local, state, and federal codes, regulations, and licenses pertaining to the particular business.
Writing is free of misspellings.
Sentences show variety and good construction.
Sentences have clauses and phrases logically constructed.
In general, grammatically correct writing is required.
Writing has few or no punctuation errors.
Writing shows proper capitalization and proper handling of mechanics.
Data and Accounting Competency: 20 points
The proposal applies accounting procedures and standards to business sections concerning cost, expense, revenue, and profit ? loss projections.
Graphs, charts, tables, lists, and spreadsheets present readable and creditable figures and numbers that support written statements and accounting data within.
Any charts, graphics, or data from outside organizations and institutions used within are relevant to this business and are properly cited.
Formatting Competency: 10 points
An acceptable business plan shows a recognized effort to produce a proposal document having formatted divisions that thoroughly describe a business venture.
A cover sheet names the business and author and shows class section, assignment and date information.
Page numbers appear on every page and in Tables of Content and Tables of Illustrations.
Titles properly introduce proposal sections.
Graphics have titles and proper wording, figures, and drawings. Internal citations appear for information and graphics pulled from outside sources.
Presentation stylistics should remain consistent throughout the document.
Provide a Reference Sheet for citation sources at end of document.