Guideline for Business Plan

TABLE OF CONTENT

1.   EXECUTIVE SUMMARY
2.   COMPANY PROFILE
3.   CAPABILITIES OF COMPANY
4.   PROPOSED ACTIVITY
5.   DETAILS OF TECHNOLOGY TRANSFER
6.   COLLABORATOR
7.   DESCRIPTION OF TECHNOLOGY
8.   MARKET RESEARCH AND ANALYSIS
9.   MARKETING PLAN
10. MANUFACTURING AND OPERATIONAL PLAN
11. RISK ANALYSIS
12. HISTORICAL FINANCIAL SUMMARY
13. FINANCIAL PROJECTION
14. OTHER INFORMATION


TABLE OF APPENDICES

1. EXECUTIVE SUMMARY (not more than 1 page)

2. COMPANY PROFILE

a) Name of Company
b) Date of Incorporation
c) Date of Operation
d) Company Registration Number
e) Company Address, Tel, Fax,

i) Correspondence
Tel :
Fax :

ii) Factory
Tel :
Fax :


f) Homepage of Company
g) Contact Person (Name, Designation, Tel, Email)
h) Capital Structure
i) Authorised Capital
ii) Paid up Capital
i) Company Ownership

i) Structure of Shareholding & Shareholder Details

Name No. of Shares %
Malaysian Bumiputera
Non Bumiputera
Foreign (Specify Country)
TOTAL

Notes: If the shareholder is a company please provide details of shareholders and directors

ii) Board of Directors

Name Nationality Address Date of Appointment

j) Brief History/ Background of Company
k) Objectives of Establishment
l) Company Structure & Group of companies' Structure (if applicable)
m) Company Secretary (Name, Address, Tel)
n) Auditor (Name, Address, Tel)

3. CAPABILITIES OF COMPANY

a) Number of Employee:

Item Category No. of Existing Personnel (Current) No. of Existing Personnel (Proposal)
1 Key Management Local Foreign Local Foreign
2

Technical/Supervisor
-Degree
-Diploma
-Certificate
-Others

3 Sales/market
4 Clerk/others
5 Factory workers/
Direct Labor
Total

b) Details of Key Management Personnel - Current & Proposed with Brief Write-Up on Qualification and Experience. (Attach CV and 3- month EPF Statement prior to Date of Grant Application)

Name Nationality Address Date of Appointment
 
 
 

c) Details of Key Technical Personnel - Current & Proposed with Brief Write-Up on Qualification and Experience. (Attach CV and 3-month EPF Statement prior to Date of Grant Application)

Name Nationality Address Date of Appointment
 
 
 

d) Company Portfolio – List of Previous & Current Projects
e) List of Existing Equipment (Please attach asset listing)

Equipment Model/Serial No. Date of Purchase Purpose
 
 
 

4. PROPOSED ACTIVITY

1. Project Title
2. Project Objectives
3. Project Description
4. Status of the Proposed Project
5. Proposed Location
6. Project Schedule & Milestones

5. DETAILS OF TECHNOLOGY TRANSFER

a) Technology Provider

i) Name of Technology Provider
ii) Address
iii) Contact Person/ Designation/ Department
iv) Tel/ Fax/ E-mail
v) Brief Background of the Technology Provider
vi) Describe Key Items that have been agreed with Technology Provider

b) Key Items or Rights given in Licensing Agreement

i. Technology Ownership
ii. Ownership of new IP generated
iii. Training
iv. Marketing Rights and Territory
v. Exclusivity
vi. Licensing Period
vii. Licensing Fees (Provide Breakdown, Mode of Payment and Duration)
viii. Licensing Period

c) Status of Technology Transfer (MOU/MOA - draft, final signed and stamp)

6. COLLABORATOR (Other than Technology Provider if applicable)

a) Name of Collaborating Organisation
b) Address
c) Contact Person/Designation/Department
d) Tel/Fax/E-mail
e) Brief Background of the Collaborating Party
f) Describe the Nature of Involvement of the Collaborating Party
g) Describe Key Items that have been agreed with Collaborating Party
h) Collaboration Period

7. DESCRIPTION OF TECHNOLOGY

a) Description of the Technology (Product and/or Process)
b) Technology Applications
c) Description of the Product
d) Standards, Certification & Regulatory compliance
e) Comparison between R&D/Lab Prototype and Proposed Commercial Scale

Item R&D/Lab Prototype Pilot Scale Commercial Sale
Capacity  
Features  
Process  
Others  

f) Comparison with Other Competing Technologies

Item Proposed Technology A Technology B
Methodology  
Application  
Price/Cost  
Advantages  
Diadvantages  
Others  

g) Details of R&D

i) Background of R&DcActivity
ii) Source of R&D Funding
iii) Details of Result Achieved for e.g. findings and scale
iv) Details of R&D Facilites

Equipment (Major) Location Purpose
 
 
 
 

v) Details of R&D Team

Name Position Academic Qualification Roles in R&D
 
 
 
 

h) Proof of R&D completion report e.g. IRPA, IGS, MGS Science Fund, Innofund, Technofund etc.

i) Intelectual Property Rights
i) Number of Patents/Licenses/Protoypes/Design involved in Project
ii) Filing Info:

Title Type Filing Date Award Date Ref No. Claims Inventor Owner
1)
2)
 

8. MARKET RESEARCH AND ANALYSIS

a) Market Analysis - Des
b) Potential Major Customers - Local and Foreign
c) Market Size, Segmentation and Trends
d) Competition and Competitive Edges
e) Estimated Market Share and Sales
f) Market Evaluation
g) Value Proposition
h) Market Success
i) Entry barrier

9. MARKETING PLAN

a) Overall Marketing Strategy
b) Pricing Srategy
c) Advertising and Promotion
d) Strategic Alliances - Local and Foreign
e) Distribution Channels
f) Projected Market Share: Short/Medium/Long Term
g) Marketing Schedule (Gantt chart)
h) Product in the Pipeline - if applicable

10. MANUFACTURING AND OPERATIONAL PLAN (Current and Proposed)

a) Production Capability
b) Production Process flow-chart
c) Production Facilities
d) Required Approvals and Licenses
e) Plan layout
f) Manufacturing Schedule (Gantt Chart)

11. RISK ANALYSIS

a) Strengths/Weaknesses/Opportunities/Threats (SWOT)
b) Type of Risk and Mitigating Factors

i) Technology Risks
ii) Implementation Risks
iii) Market Risks
iv) Others

12. HISTORICAL FINANCIAL SUMMARY

a) Audited Accounts (3 Years)
b) Summary of Income Statement Based on 3 Years Audited Account based on the Table Below

Item Latest Management Account Year 1 Year 2 Year 3 Growth Rate (%)
Sales (RM) A X Y Z GR=(Z/X)1/2
Cost of Goods Sold (RM) B
Gross Profit (RM) C=A-B
Operating Expenses (RM) D
Operating Profit (RM) E=C-D
Overheads & Fixed Cost F
Net Profit (RM) G=E-F
Gross Margin (%) H=C/A

13. FINANCIAL PROJECTION

a) Project costing

i) Total cost of the proposed project
ii) Proposed financing structure

b) Latest Management Account
c) Summary of Income Statement Based on 3 Years Audited Account based on the Table Below

Item Latest Management Account Year 1 Year 2 Year 3 Growth Rate (%)
Sales (RM) A X Y Z GR=(Z/X)1/2
Cost of Goods Sold (RM) B
Gross Profit (RM) C=A-B
Operating Expenses (RM) D
Operating Profit (RM) E=C-D
Overheads & Fixed Cost F
Net Profit (RM) G=E-F
Gross Margin (%) H=C/A

d) Projected Balance Sheets
e) Projected Cash Flow Analysis

i) Breakeven Chart and Calculation
ii) Months to Breakeven
iii) Projected Return on Investment (ROI)

f) Sensitivity Analysis : Worst/Base/Best scenarios
g) Highlights

Note: Please provide detailed Assumptions

14. OTHER INFORMATION

a) Memorandum and Articles of Association (Form 9)
b) Notice of Resolution (Form 11)
c) Return of Allotment of Shares (Form 24)
d) Registered Address (Form 44)
e) Particulars of Directors (Form 49)
f) Approval from Relevant Authorities (If applicable - Manufacturing License from MIDA, Pioneer Status, Department of Environment etc)
g) Technology Transfer/Licensing Agreement
h) Patent Details
i) Loan Documentations
j) Product Brochures and Articles

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