Business Plan Sample (Travel and Tours)

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Chapter I
THE COMPANY AND ITS BUSINESS
This chapter discusses the ownership of the company, start-up plan,
company location and facilities, mission and vision statement, company goals
and objectives, the companys key to success and the industry analysis.
A. Company Ownership
This business proposed is formed to be a Sole Proprietorship, the
owner and the manager of the business is Mr. Freddave John Susada, he is
liable to all the debts of his business and receives all the profits. An individual
proprietor owns and manages the business and is responsible for all business
transactions.
B. Start-up Plan
The start-up expenses include:
Equipments use for reservation
Office supplies and furniture
Utilities expenses for one month.
Sales & Marketing expenses including outdoor signage, flyers, billboards
Contractors fees and permits.
Rent expense for one month
Internet and Landline connection expenses
The companys required assets of 569, 000 include
Van
Motorcycle
Start-up Cost
Start-up expenses:
23, 499
Air condition.
Motorcycle
69, 000
Computer Set
35, 000
Van
500, 000
Furniture and fixtures
36, 094
Power Generator
47,
000
Office Supplies
2, 500
Electricity and Water Bill (for 3 months, Php. 3500 per month)
10, 500
Gasoline (for 3 months, Php. 900 per month)
2, 700
Rent (for 3 months, Php. 15,000 per month)
45, 000
Salaries (for 3 months, Php. 19,800 per month for three

employees)
Sales & Marketing
237, 600
Licenses/ Permits
4, 000
Miscellaneous
350
Signage/ Outdoor signs
3, 000
Total Start-up expenses
1, 025, 243
9, 000
C. Intellectual Property
Knowledge, creative ideas, or expressions of human mind that have

commercial value and are protectable under copyright, patent, service mark,
trademark, or trade secret laws from imitation, infringement, and dilution.
Intellectual property includes brand names, discoveries, formulas, inventions,
knowledge, registered designs, software, and works of artistic, literary, or musical
nature. It is one of the most readily tradable properties in the digital marketplace.
The logo has a compass which symbolizes a guidance and direction to all
travellers. To keep them safe at all times and ensures that they can return to their
home safely. A map symbolizes as a guide to the travellers to know where they
need to go. Epic Escapade means adventure which is unusual and exciting; this
is engage with exploration of unknown territory.
D. Company Locations and Facilities
The projected location of the business establishment will be located at
Roxas E. Ave. Its located near the lady of peace and good voyage church,
Ramon Magsaysay Memorial Colleges, and also near the Plaza Heneral Santos.
Its a convenient area to establish our business since the place is accessible and
because its near the General Santos Plaza.
Since the establishment has settled a lease agreement with the owner of
the area, the settled cost of the area will be 18,500 including the water and the
electricity bill.
The
Facility
E. Vision and Mission Statement

Vision
Our vision is to be a well-known travel agency that showcase the beauty
and of Mindanao that every individual can afford.
Mission
Our mission is to provide a quality service to our customers. A reputation
of excellence in reliability and service, loyal and dedicated to all valued travellers
and offer the best price to experience comfort and peace of mind. We want our
customers to remove there false impression here in Mindanao. And able to good
and long term relationship with the clients
F. Goals & Objectives
To exceed customers' expectations for travel and experience.

To develop a sustainable start-up business that is profitable.
To stay as a small business with excellent quality.
To establish the market presence needed to support marketing and
sales goals and to attract customers.
Keys to Success
1. Exceeding our customers' expectations by offering them a higher quality of

experience for a competitive price.
2. Dedication to the finest tourist spots in Mindanao
3. Creating a high level of customer satisfaction in our service, which will
lead to customer retention each month.
4. Knowledge of competitors
5. Ability to use income wisely
6. Customer Service
G. Industry Analysis
In the travel agency, many entrepreneurs who are interested in travel and
leisure are innovating there tour packages that are unique and new to the
industry and many of them succeeded. Epic Escapade Travel Agency launches
with an exciting new and unique tour packages concept in a receptive and
potential growing market segment. Epic Escapade Travel Agency focuses on
local markets, with a special focus on customers who loves to travel.
We are today experiencing a rapid growth in the economy of unsurpassed
nature. This has been brought about by, amongst other things, the relaxation of
foreign exchange policies and macroeconomic policies geared towards attracting
foreign investors into the country.
Having undertaken a thorough and comprehensive research of the market
we realized that there was a need for a tourist transport company that focuses on
providing leisure excursions to tourists. Though there are mobile operators
currently on the market, some of whom have been in existence for a relatively
long period of time, we believe that there is a market need for one that
specializes on providing comfortable and enjoyable transport to tourists and
visitors.
Aware of the fact that operating in such a market is largely dependent on

good networking, we intend to establish networks and strategic relationships with
various hotels, lodges and travel agents to ensure a steady stream of clients.
However in so doing we intend to ensure that the service we provide is of
extremely high quality, fun and comfortable.
We appreciate that entering such a market is not easy and will require us
establishing strong links with strategic partners as outlined previously. Hence we
intend to implement an aggressive marketing strategy, well supported by the
other business functions.
Chapter II
PRODUCTS AND SERVICES
This chapter refers to the services description, competitive comparison,
and the technology.
Epic Escapade Travel and Tours is a full service agency and sells
standard travel agency goods and services, including airfare and travel
packages. Additional services include assistance with passports, and a superior

offering that includes access to better than average terrain activities,
accommodations, and entertainment. The value added of Epic Escapade Travel
and Tours offering is its knowledge and expertise, competitive rates, and
specialty focus on adventure travel, which translates into increased satisfaction
for the customer.
Adventure travel is divided into two categories, hard and soft adventure.
Both hard and soft adventures involve active and athletic activities. Hard
adventure activities, as the name suggests, generally consist of activities that
involve risk and athletic competence. Soft adventure activities are less physically
demanding and more passive than their hard adventure counterparts. Economic
indicators suggest that an increased demand for adventure travel services exists.
Epic Escapade Travel and Tours can position itself as a niche service provider
within the travel and tourism market and offer high quality travel packages for
various sporting trips. Epic Escapade Travel and Tours will serve the adventure
travel market as a top quality, full service provider. All suppliers with whom Epic
Escapade Travel and Tours will deal will be top-notch professionals with
accomplished backgrounds. If suppliers fail, at any time, to meet our rigid
standards of quality, they will not be used.
A. Competitive Comparison
In our conducted research about our competitors near the location of our
establishment and turns out that there are many competitors thats near in our
location and most of them offer services that is the same as ours that serves as
our main service which is the adventure provider who specializes in a single type
of hard-adventure activity such as zip-lining and water rafting and they typically
serve customers who purchase tours that are cheap, it ranges from 2, 000.00
10
Php to 5, 000.00 Php. Their strength is their expertise in a given sport. Their
weakness is that they provide a common service in a competitive market and
they do not have the resources, ability or desire to target and/or accommodate a
customer demanding more accommodation and a more luxury/adventureoriented service.
B. Technology
Epic Escapade Travel and Tours will rely on a Computerized Reservation
System (CRS) for all client reservations. The CRS enables travel agencies to
identify what the customer is looking for and make that information available
quickly. It also increases the speed and efficiency with which Epic Escapade
Travel and Tours can communicate with suppliers. In addition, the CRS makes
customer data storage and retrieval relatively simple. Epic Escapade Travel and
Tours will also make use of the Internet for market research and communications.
Functions:
1) It provides information on schedule- this function is important for the clients to
know the days and schedules for flights of an airline.
2) It provides information or availability- this separates an airline service class as
available for passengers whether economy, business, or first class.
3) It provides information on fare quotes- this info pertains to that consolidated
fare for a particular itinerary that a passenger has chosen which is based on
flight, day, time, service class, and passenger type.
4) It provides information on reservation- such as seat bookings or the confirmed
service a particular passenger has availed.
5) It provides information for ticketing- which functions pertaining to the capability
of the system to generate and store tickets for passengers
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6) It provides information for refunds and cancellations. The system allows

refund, should the confirmed passenger decides to cancel a booking due to
some personal reasons provided it conforms to an airlines and cancellations and
refund policy.
Chapter III
THE MARKETING PLAN
This chapter discusses the market analysis, marketing strategy, and
customer service, implementation of marketing strategy and assessment of
marketing effectiveness.
A. Market Analysis
a.) Target Markets
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We will be focusing on those foreign tourists seeking adventure and

leisure travel during their stay here in Mindanao; with the intention of
letting them see and appreciate the numerous attractions and
accommodations in the regions of Mindanao. We shall be mainly
targeting foreigners from out of the country and locals that came from
the regions of Visayas and Luzon. We also shall be mainly targeting
those who are not that mobile but wanting to see as many sites as
possible. These people often do not want to waste their money on
hiring vehicles to move about by themselves, but instead want to be
escorted around places of interest by a reliable source. Hence the
need to professionally market ourselves and the services we provide,
offering a service of uncompromised nature.
b.) Competition
We conducted a research for the businesses and have identified
some travel agencies; some are firmly established that has some of
the features Epic Escapade has. In this part we will present the
main competitors that the business faces.
Since Epic Escapade Travel and Tours is just new in the travel
agency business, we are offering very unique and cheaply
exceptional prices in our tours. This kind of strategy will serves as a
competitive advantage from other competitors.
Direct Competitors
Kosmos Travel and Tours: Located at Pendatun Avenue, General

Santos City. They cater both group and individual clients. We offer
complete local and ground arrangements at very competitive prices.
Secha Travel and Tours: Located at gaisano mall of General Santos.

They specialize in providing guest domestic and international travels.
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Alanna Travel Services: Located at Door 1 Obtial Building, National

Highway, Dadiangas East, General Santos City. They focus on providing
dependable, safe and comfortable transportation to all our local and
foreign guests. You can be assured that our drivers are honest, reliable,
and friendly.
Jing Travel Wide Agency: Located at RD Plaza, General Santos City.

They specialized also in domestic and International tour packages.
SWOT Analysis
Helpful
Harmful
Strengths
Weaknesses
Internal origin
Exceptional tour offers and Promos

Service is reasonably priced
Easily accessed by customers
Quickly respond to the demands of
Focuses on one product only

Financial Issues
There are no stable suppliers
the customer
Location of the business
Opportunities
Threats
Expand services and products
Many
firmly
established
Presently there is no reliable public
competitors
Possibility of new and much
transportation company to take
External origin
tourists to areas of interest.
more innovative service
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c.) Market Trends

Today, most people love travelling and while on their tour, they like
being involved in physical activities and most of them are the
adventurous type of person. Epic Escapade Travel & Tours will
showcase the different kinds of places here in Mindanao that is dropdead gorgeous.
When it comes to booking/reserving tour packages, people likely to
book online than booking in the main office due to the Increasing
numbers of travel sellers are comfortable with, or have mastered,
social media. Epic Escapade Travel & Tours offers also online
reservations/ bookings through social websites.
d.) Market Research
The method we used in conducting a research is through the use of
searching through online. We are able to determine the travel
agencies within General Santos City and through reviewing their
pages on social networking sites, we acquired their advantages to our
business and this will serve as a guideline for the development of our
business.
Through our conducted research with the help of Department of
Tourism, we are able to gather information about the total population
of the domestic and foreign guest here in General Santos City.
According
the
annual
accommodation
occupancy
comparison
summary report, the total number of foreign guest in the year 2015 is
12, 357 unlike the previous year which is 10, 204 foreign guest only.
We can say that the total population of guest here in General Santos
is increasing annually not only the foreigners but as well as the
domestic guest, this can lead to more opportunities for the tourism
and hospitality industry.
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By gathering this kind of information we can able to aid the

businesses decision making and reduce the risk of making decision
that results in bad effect in the business.
We conducted a study of 30 people which is around General
Santos. The survey was split among the group members.
Graph 1 below shows that 20% of people dont travel while 80% of
them travel. We therefore conclude that most people are travelling.
Percentage of people who travel

People who travel
People who don't travel
20%
80%
Graph 2 below shows that 60% of the people that we surveyed definitely
needed the necessity of the services offered while 30% of the people that we
surveyed probably needed our services offered, 10% answered that they
probably dont need the necessity of the services offered.
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Necessity of the services offered

Definitely needed
Probably needed
Probably dont need
Definitely don't need
10%
30%
60%
Graph 3 below shows that 28% of the people that we surveyed make their
own itineraries while 72% of them prefer tour package itinerary.
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Perecentage of people who prefer travel agencies in making their itineraries

% of people who prefer tour packages % of people to make their own itineraries
28%
72%
B. Marketing Strategy
a.) Promotion
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Epic Escapades marketing strategy will focus on catching the potential

markets attention to our unique and cheap services that we offer. We are a
relatively new company on the market and hence must focus on certain kinds of
services with certain kinds of clients. Initially the business will focus on the local
market, expanding into the regional market as time progresses, and as we gain
the necessary experience. Therefore the initial aim will be to instill awareness
and confidence in our services. In order to achieve its goal of becoming one of
the highly, Epic Escapade Travel & Tours intends to apply the following
strategies:
Commonly used social media - Today, most people use social

media like facebook, instragram, and twitter. We are making pages
and uploading pictures and information of our business.
Posters, Flyers and pamphlets - The business plans to distribute

pamphlets to all near the business and also give stickered posters
to public transport vehicles.
Personal Selling it is one of our basic marketing strategy, to work

with customers on a one-to-one basis to ensure their supply needs
are being met and help develop unique marketing programs for
each of them. We intend to prioritize customer service and make it
a key component of our marketing programs. We believe that
providing our customers with what they want, when and how they
want it, is the key to repeat business and positive word-of-mouth
advertising.
Because
we
want
to
develop
close
working
relationships with our customers, we want to establish accounts in

as personable a way as possible.
b.) Method of sales and distribution
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One of our distribution channels will be through our website and

social network sites; if there is any customer that wants to
book/reserve we will just reserve it online.
c.) Pricing
Epic Escapade Travel and Tours will be competitively priced in
relation to the dictates of the market. Since the business is new to the
market, we intend to implement a pricing strategy that will ensure that
the potential customers are not frightened away by our prices, up until
our services are appreciated and fully operational. However this will
dictate that our costs are prudently kept so as to ensure our financial
goals come to fruition.
We expect that our generated income will match our the expenses
of the business to ensure that the salaries we pay to our employees to
assure good service are balanced by the cost we charge to the
customer.
d.) Sales Strategies

Epic escapade travel & tours will sell the benefits of the services it
promotes and the luxury tours it offers. Epic escapade travel & tours will
provide clients with all the arrangements which they can foresee, as
well as many they would not have contemplated. Our concern is not to
maximize profits on any individual sale, but to satisfy the client. We are
confident that doing so will reduce costs and increase profits in the long
run. It is less expensive to maintain a relationship than it is to create a
new one. We believe in the value of the travel we sell and we are
confident that we can satisfy our target market which is the foreigner
travelers and the local travelers as well.
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e.) Advertising strategies

The strategy our travel agency will be based primarily on informing
potential customers of the existence of our services and making the
right information available to our target customer. The intention will be
to highlight the benefit of utilizing our service(s), which will include:
Access to exclusive travel destinations
Service to fully appreciate destinations through information
packages, and not just sight-seeing
Access to special interest travel according to the groups
preferences
In such a market we cannot afford to appear in or produce secondrate material with poor labels that make our services look less than they
are. Hence we intend to leverage our presence using quality brochures
and other sales literature, including promotional material such as pens,
complimentary slips and pads.
C. Customer Service
a.) Description of customer service activities
It is very important in every business that they have good customer
service to earn a respect and good impression from the customers and
as well keeping the patronizing your product. We dont only desire to
get the optimum satisfaction the customers get in patronizing our
services as well as the way we treat and provide our service to them.
By simply greeting the customer or having a polite welcome in them
whether in person or in phone it will create a sense of warmness and
make them feel welcome. And when customers inquire, the staff will
immediately respond and provide the information they need.
In handling guest complaints or errors in our service, we dont
argue with them, instead, we hear them out then sincerely apologize
and take action to what they are complaining. That way you make your
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customer calm and avoid being bad mouthed to other potential

customers.
No matter the size of your business, excellent customer service
needs be at the heart of your business model if you wish to be
successful. It is important to provide good customer service to all types
of customers, including potential, new and existing customers.
b.) Expected outcomes of achieving excellence

We are expecting that all of our customers to be loyal and patronize
our products. And having a very good rapport with the customer
generates a good word-of-mouth and reputation.
D. Implementation of the Marketing strategy
a.) In-House Responsibilities
Collect payment for transportation and accommodations from

customer.
Converse with customer to determine destination, mode of

transportation,
travel
dates,
financial
considerations,
and
accommodations required.
Compute cost of travel and accommodations, using calculator,

computer, carrier tariff books, and hotel rate books, or quote
package tour's costs.
Book transportation and hotel reservations, using computer

terminal or telephone.
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Plan, describe, arrange, and sell itinerary tour packages and

promotional travel incentives offered by various travel carriers.
Provide customer with brochures and publications containing travel

information, such as local customs, points of interest, or foreign
country regulations.
Dealing with customer queries and complaints
Provide advice about visas or passports.
Maintain statistical and financial records.
Reach the profit or sales targets.
All staffs must prepare promotional materials and displays
b.) Out-source Function
Flyers, Pamphlets and Posters

Social Media Sites
E. Assessment of marketing effectiveness

The business will analyze and evaluate the marketing strategy used
and check if its very effective in increasing the demands and the sales of
our products through getting the number of how many transactions take
place daily and gather the collected information and make monthly review
on how effective the marketing strategy used is.
The review will be composed of the following:
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Number of unique/new customer.

Positive feedbacks of the customer about the service.
What certain service is preferred and demand most by customers
and what is not.
Chapter IV
THE ORGANIZATION AND PERSONNEL
A. Organizational Structure
FREDDAVE
JOHN C.
SUSADA
manager
JEROME C.
OPPUS
travel
counselor
CARL ANGELO
M. NECESITO
reservation
and ticketing
officer
MARVEN JOHN
C. ACENO
liaison officer
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The Managing Director's experience in public commercial transportation

and government will assist in the establishment of good networks. However
acknowledging the importance of continuous training and improvement the
Managing Director intends to undergo a course in Travel and Tourism so as to be
fully conversant in the field, as well as obtain knowledge of the latest
developments in the industry.
Epic Escapade Travel and Tours are passionate about the activities it will
promote and offer on the market. The business intends to respect its community
and treat the staffs well. We will develop and nurture the business as community.
The agency will have the manager, operations officers (travel manager,
reservation and ticketing officer, and, and administration officer in the
organization.
Freddave John C. Susada, the Manager of the Agency- He is the founder
and owner of the business. He is responsible for all the expenses. He will provide
the capital from his own savings, which will handle all the expenses for the first
months of operation. Due to the owners industry experiences, comprehensive
experience in managing, sales management. He selling travel products and tour
packages and promotes and sells holidays and travel related products. He is able
to offer specialist, professional and competitive travel products to meet the
demands of the travel market, which includes online bookings and tailor-made
trips. Oversee the smooth, efficient running of the business. He takes part in
familiarization visits to new destinations in order to gain information on issues
and amenities of interest to consumers.
Jerome C. Oppus,the Travel Counselor- Have prior experience in a related
industry, such as recreational or business travel. Is an exceptional organizer,
communicator, multi-task and problem-solver. He deals with the day- to- day
management activities of the business. He deals with the functions: personnel,
accounting, and in finance. In the office, he creates detailed itineraries using
programs such as Microsoft Word, Excel and Outlook to meet employer-specific
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budgets and deadlines. He researches travel procedure and destination

information on the Internet, creates and maintains relevant files and databases,
and stays in constant communication with employees, customers and venues.
He works - oftentimes under pressure - with many different departments and
varied clientele necessitating excellent interpersonal skills.
Carl Angelo M. Necesito, the Reservation and Ticketing Officer:
Answer
inquiries
regarding
such
information
as
schedules,
accommodations, procedures, and policies.
Assemble and issue required documentation such as tickets, travel

insurance policies, and itineraries.
Confer with customers to determine their service requirements and travel

preferences.
Contact customers or travel agents to advise them of travel conveyance

changes or to confirm reservations.
Determine whether space is available on travel dates requested by

customers, and assign requested spaces when available.
Examine passenger documentation to determine destinations and to

assign boarding passes.
Inform clients of essential travel information such as travel times,

transportation connections, and medical and visa requirements.
Maintain computerized inventories of available passenger space, and

provide information on space reserved or available.
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Make and confirm reservations for transportation and accommodations,

using telephones, faxes, mail, and computers.
Plan routes, itineraries, and accommodation details, and compute fares

and fees, using schedules, rate books, and computers.
Prepare customer invoices, and accept payment.
Provide clients with assistance in preparing required travel documents and

forms.
Provide customers with travel suggestions and information such as

guides, directories, brochures, and maps.
Announce arrival and departure information, using public-address

systems.
Contact motel, hotel, resort, and travel operators to obtain current

advertising literature.
Promote particular destinations, tour packages, and other travel services.
Provide boarding or disembarking assistance to passengers needing

special assistance.
Sell travel insurance.
Trace lost, delayed, or misdirected baggage for customers.
Gather and compile visitor statistics such as the numbers and types of
visitor inquiries.
Sell a range of goods such as stamps, souvenirs, postcards, and maps.
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Marven John C. Aceno, the Liaison Officer:
Determines what visas and other documents are required for travel.
Checks the authenticity of all documents submitted. He checks all relevant

support papers. Insure that document files are released on time.
Arranges and coordinates appointments and visits to the various

consulates and government offices.
B. Personnel Plan
We have the intention to compensate our personnel well and make
them sure that they will be satisfied on their designated jobs and reward and
encourage peak performances that will result to employee retention. Our
compensation will include a two week vacation each year. Epic Escapade
travel and tours values not only our customers but as well as our employees
and recognize their contribution to the companys profitability, and make sure
to pay them the right salary that fits their jobs
There will only be one personnel in charge in travel counseling, one for
the reservation and ticketing managing, and for the intermediary to minimize
the expenses of the business. Epic Escapade travel and tours will only need
one employee for each position since the business is just new in the market.
Position
Employed
Daily Salary
Monthly
Annual
Salary
Salary
Travel Counselor
275.00
6, 600.00
79, 200.00
Reservation & Ticketing
275.00
6, 600.00
79, 200.00
Officer
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Liaison Officer
275.00
6, 600.00
79, 200.00
Total Payroll
825.00
19, 800.00
237, 600.00
All the employees will work eight hours per day and six days per week
with the standard local rate or the minimum wage. The table beneath shows
the salary of the employees.
Employee training and development program

Training involves an expert working with learners to transfer to them
certain areas of knowledge or skills to improve in their current jobs. Development
is a broad, ongoing multi-faceted set of activities (training activities among them)
to bring someone or an organization up to another threshold of performance,
often to perform some job or new role in the future.
A training program allows you to strengthen those skills that each
employee needs to improve. A development program brings all employees to a
higher level so they all have similar skills and knowledge. This helps reduce any
weak links within the company who rely heavily on others to complete basic work
tasks. This will make sure that their performance will improve and be able to
meet the customer requirements.
Investing in training and development programs can improve a companys
financial standing and job satisfaction generally increases and self-esteem
improves when employees better understand the workings of the company.
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Chapter V
FINANCIAL PLAN
This chapter discusses the financial assumption, income statement, cash
flow statement, balance sheet, and other information to start up plan budget for
the business.
Financial Assumptions
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a. The business used straight-line depreciation method

b. The business operates in 8 hours for 25 days in a month
c. Tax is based on Thirty percent (30%) income tax rate by National Internal
Revenue Code.
d. Monthly salary of Php. 6,600 of every employee includes Phil health, SSS,
and Pagibig.
e. Equipment has five years useful life.
f. Sales are assumed to increase by 5% yearly.
g. Twenty percent (20%) of startup cost is finance by creditor.
h. Eighty percent (80%) of startup cost is investment of owner.
i. The revenues are 30% on account and 70% in cash.
j. The loan is payable within 3 years. The first payment of principal and interest
is January 2017
k. The interest rate of loan is 10%, payable every first month of next year
l. The operating expenses for 2nd and 3rd yr are based on 1st year operating
expenses ratio
A. Income Statement
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B. Balance Sheet
C. Cash flow Statement
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Chapter VI
Potential Risk and Problem
The chapter discusses the different potential risk and problems that
the business may encounter during the operation.
Financial Risk
The business is still in a risky situation which can lead to negative
effects in the company. Financial is one of the problems when you have
only one owner of the business. The owner is responsible for providing
assistance, employees liabilities and as well as with the public liability
Common Error
The agency can also face different risk such a natural disasters for
example is typhoon or earthquake, fraud which wrongful or criminal
deception intended to result in financial or personal gain., fire which is
preventable but still occur in some cases, theft even if you have security
someone will try to steal the money, system malfunctions caused by
viruses or loss of internet connection and etc.
Market Risk
The travel agency may face a challenge in terms of getting
customers that we not new to our products and our services. There are
many established competitors existed so our business must be able to
compete with the market and create an innovative way to get customers
and satisfy them.
Human Resource
This is one of the greatest risks that a business may face since it is
associated with the actions of the work force and human errors are also
made, especially during hiring.
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Appendices
34
Owners Financial Statements
35
Office Layouts
Sample tour package
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Tour Package A
Maitum Tour P1, 750.00 per head minimum of 10
Itinerary:
*Travel from Gensan to Maitum for 2 and a half hour.
*Eat breakfast at Iriz Garden
*Try Water Tubing at Pangi River in New La Union, Maitum, Sarangani
Province.
*Eat lunch at a Fast food near Pangi River
*Travel to the Pawikan Santuary
* Travel back to Gensan
Package Inclusive:
Airport transfers
Land Transport
Tour guide
Breakfast and Lunch only
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Tour Package B
Lake Sebu Tour P1,999.00 per head minimum of 10
Itinerary:
*From General Santos travel to Punta Isla Lake Resort
*Dine at their famous restaurant and Open Cottages
*Travel to the Seven falls
*Try Zip Line
*Eat famous tilapia specialty dishes
*Experience boating
*Buy beaded accessories, bracelets and take home ethnic necklaces at
their souvenir shops.
Package Inclusive:
Airport transfers
Land Transport
Tour guide
Full board meals
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Tour Package C
General Santos Tour P800.00 per head
Itinerary:
*From airport to Sarangani Highlands for breakfast
*See freshly catched fishes at Fisport General Santos
*Travel to SM General Santos
*Lunch at Chic-boi General Santos
*See Manny Pacman Pacquiao Mansion
*Go to Plaza Heneral Santos and see different kinds of street foods
Sample Survey Questionnaire
Package Inclusive:
Airport transfers
Land Transport
Tour guide
Full board meals
39
Copies of Leases, Mortgages, Purchase Agreements,
40
41
42
43
44
45
References:
http://www.slideshare.net/nverteji/training-development-16133193
http://www.bplans.com/personnel_management_business_plan/financial_plan_fc
.php
http://smallbusiness.chron.com/examples-advertising-strategies-10853.html
http://www.bplans.com/travel_tour_agency_business_plan/strategy_and_implem
entation_summary_fc.php
https://kadamb.wordpress.com/2010/07/09/impact-of-public-relations/
46
CURRICULUM VITAE
47
Marven John Aceno
City Address: Leyson Subd., Brgy. Magsaysay, Polomolok, South Cotabato

Mobile: +639306976165
Email: marvenaceno820@gmail.com
Objectives
To lead, challenge and be challenged in a marketing strategy or business/market
development position. Analyze and improve marketing, sales and operational
performance.
Professional Skills
Remarkable ability to work under pressure and to effectively manage

and motivate a team.
Excellent customer service experience
Self motivated, initiative, high level of energy.
Tolerant and flexible to different situations.
Educational Backgrounds
Tertiary:
Secondary:
2013
STI College General Santos

Jose Catolico Ave. General Santos City
2017
Notre Dame Siena College of Polomolok

AH26, Polomolok, South Cotabato
Elementary:
2009
Polomolok Central Elementary School

Polomolok South Cotabato
Personal Information
Single, Born on May 30, 1997 Polomlok, South Cotabato, Philippines, Filipino
citizenship, Roman Catholic. Good communication skills both in oral & written
(English & Filipino). Able to learn quickly, adapt quickly to new environment,
demonstrate flexibility and persistence
STI National Youth Convention
Operations Seminar
Hotel
48
Held at KCC Convention
Hotel Function Hall
J. Catolico Ave. General Santos City
General Santos City
February 26, 2013
2015
Held at Greenleaf
San Miguel St.
October 16
Carl Angelo M. Necesito
City Address: Block 8 lot 26 Gensanville Phase 2 Bula, General Santos City
Mobile: +639152992621
Email: Sfreddave@yahoo.com
Objectives
Seeking associated with challenging and responsible career with a distinctive organization, having
an operation that provides a motivating work environment as well as an opportunity for career
advancement in order to increase, enhance broaden and properly utilize my qualification as well as
my experience.
Professional Skills
Customer Service/Communication Skills

Having patience even in stressful situations.
Problem-Solving Skills
Tertiary:

Secondary:
2013
2017
Stratford International school

Fil-Am Ave., General Santos City
Elementary:
2009
Glan Central Elem. School

Fatima, General Santos City
Single, Born on May 15, 1997 General Santos City, Philippines, Filipino
citizenship, Catholic. Good communication skills both in oral & written
demonstrate flexibility and persistence.
Seminars Attended
49
Operations Seminar
Hotel Function Hall
General Santos City
February 26, 2013
2015
Hotel
Held at Greenleaf
San Miguel St.
October 16
Lara, Jed Renz D.

City Address: Botanic compound , Brgy. City Heights, General Santos City
Mobile: 09271252669
Email: Nicko_lara@yahoo.com
Objectives
Seeking a challenging Destination Management, Travel Executive, Hospitality, Hotel
Sales, Tourism, Convention, or related Corporate position in which extensive
business experience and a documented record of accomplishments will be of value.
Professional Skills
Thorough knowledge of the socksargen market and excellent sales

ability.
Great local and worldwide destination knowledge.
Excellent organizational skills and solid experience using a GDS.
Great team player with great innovation and energy and desire to
drive others.
In-depth computer skill with strong ability to apply CRS system.
Tertiary:

Secondary:
school
2011
2017
Koronadal National Comprehensive High

Koronadal City
Elementary:
2007
Koronadal Central Elementary School

Koronadal City
50
Single, Born on August 20 Koronadal City, Philippines, Filipino citizenship,
Catholic .Good communication skills both in oral & written (English &
Filipino).Able to learn quickly, adapt quickly to new environment,
Seminars Attended

Operations Seminar
Function Hall
Miguel St. General Santos City
February 26, 2011
Hotel
Held at Greenleaf Hotel
San
October 16 201
Amistoso, Prince Jerome

City Address: Capareda St., Brgy. Lagao, General Santos City
Mobile: 09074752072
Email: Chowkinghere@gmail.com
Objectives
Professional Skills

ability.
drive others.
Tertiary:

Secondary:
2013
Fatima National High school

Maitum Sarangani Province
Elementary:
2009
PC Hill Elementary School

PC Hill Cotabato City
2017
51
Single, Born on July 20 Cotabato City, Philippines, Filipino citizenship,

Pentecostal.Good communication skills both in oral & written (English &
Filipino).Able to learn quickly, adapt quickly to new environment,
Seminars Attended

Operations Seminar
Hotel Function Hall
General Santos City
February 26, 2013
Hotel
Held at Greenleaf
San Miguel St.
October 16 2015
Edward Rudolf M. Rubia
City Address:block 13 lot 20 VS Homes Subd,Purok malakas, General Santos

City
Mobile: +639125203962
Email: dodirubia@yahoo.com
Objectives
Professional Skills

Tertiary:

Secondary:
2013
Elementary:
2009
San Vicente academy

Cotabato City
PC Hill elementary school
PC hill,Cotabato City
2017
52
Single, Born on January 20, 1997 lanao del sur malabang, Philippines,
Filipino citizenship, catholic. Good communication skills both in oral & written
Seminars Attended

Operations Seminar
Hotel Function Hall
General Santos City
February 26, 2013
2015
Hotel
Held at Greenleaf
San Miguel St.
October 16
Ace Clint G. Avila
City Address:Rosas Street, General Santos CIty

Mobile: +639430752620
Email: aceclintavila09@yahoo.com
Objectives
Professional Skills

Tertiary:
2017

53
Secondary:
Irineo L. Santiago National High School

2013
General Santos City
Elementary:
2009
Holy Trinity College

General Santos City
Single, Born on April 28, 1997 General Santos City, Philippines, Filipino
citizenship, Roman catholic. Good communication skills both in oral & written
Seminars Attended

Operations Seminar
Hotel Function Hall
General Santos City
February 26, 2013
2015
Hotel
Held at Greenleaf
San Miguel St.
October 16
Norwen C. Aninag
City Address: Santol Recto St. General Santos City

Mobile: 09485345857
Email: norwenaninag@yahoo.com
Objectives
Looking for a post of a travel counselor in a reputed travel agency on basis of
thorough grasp of the travel industry and a diploma in travel and tourism.
Professional Skills
Thorough knowledge with practical competence in the field of travel

and tourism
Proficiency in both oral and written communication
Proven ability to attract customers through impressive interactions
Innovative bent of mind which gives a call to many novel tourism ideas
Proven ability in multitasking
Ability to deal with customer complaints and suggest ways to the
agency to overcome any flaws in services and performance
High level proficiency in computer applications like Microsoft Word,
Microsoft Excel and Microsoft Power point
54
Tertiary:

Secondary:
2013
2017

Elementary:
2009

Single, Born on May 15, 1997 General Santos, Philippines, Filipino
Seminars Attended

Operations Seminar
Hotel Function Hall
General Santos City
February 26, 2013
2015
Hotel
Held at Greenleaf
San Miguel St.
October 16
Freddave John C. Susada
City Address: Purok 13-B Kanlaon St., Brgy. Fatima, General Santos City
Mobile: +639152992621
Email: Sfreddave@yahoo.com
Objectives
Professional Skills

ability.
55

drive others.
Tertiary:

Secondary:
2013
2017
Fatima National High school

Elementary:
2009
Upper Tambler Elem. School

Single, Born on May 14, 1997 Davao City, Philippines, Filipino citizenship,
Pentecostal. Good communication skills both in oral & written (English &
Filipino). Able to learn quickly, adapt quickly to new environment,
Seminars Attended
Operations Seminar
Hotel Function Hall
General Santos City
February 26, 2013
2015
Hotel
Held at Greenleaf
San Miguel St.
October 16
Jerome C. Oppus
City Address: Block 14 Lot 9 Phase 2 Gensanville Subd. Bula, General
Santos City
Mobile: +639172423722
Email: jeromeofficial01@gmail.com
Objectives
Professional Skills

and tourism
56

Tertiary:

2017
Secondary:
2013
Jose Divinagracia St. Zone 1 Bula, General Santos City
Elementary:
2009
Jose Divinagracia St. Zone 1 Bula, General Santos City
Single, Born on May 15, 1996 General Santos, Philippines, Filipino
Seminars Attended
Operations Seminar
Hotel Function Hall
General Santos City
February 26, 2013
2015
Hotel
Held at Greenleaf
San Miguel St.
October 16
57
Lenard Jay B. Hallado

City Address: Prk.1 Buayan General Santos City
Mobile: 09187700574
Email: lenardhallado@yahoo.com
Objectives
Professional Skills
and tourism
Tertiary:
2017
IBED
Secondary:
2007
Notre Dame of Dadiangas UniversityLagao General Santos City
Elementary:
2004
Datu Acad Dalid Elem. School

Buayan General Santos City
Single, Born on January 18, 1991 General Santos, Philippines, Filipino
Seminars Attended
Operations Seminar
Hotel Function Hall
Hotel
Held at Greenleaf
58
General Santos City
February 26, 2010
2015
San Miguel St.

October 16

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1

Equipments use for reservation

Office supplies and furniture

Utilities expenses for one month.

Sales & Marketing expenses including outdoor signage, flyers, billboards

Contractors fees and permits.

Rent expense for one month

Internet and Landline connection expenses

The companys required assets of 569, 000 include

Furniture and fixtures

Gasoline (for 3 months, Php. 900 per month)

Rent (for 3 months, Php. 15,000 per month)

Salaries (for 3 months, Php. 19,800 per month for three

Signage/ Outdoor signs

Total Start-up expenses

Knowledge, creative ideas, or expressions of human mind that have

E. Vision and Mission Statement

F. Goals & Objectives

To exceed customers' expectations for travel and experience.

1. Exceeding our customers' expectations by offering them a higher quality of

Aware of the fact that operating in such a market is largely dependent on

packages. Additional services include assistance with passports, and a superior

6) It provides information for refunds and cancellations. The system allows

We will be focusing on those foreign tourists seeking adventure and

Kosmos Travel and Tours: Located at Pendatun Avenue, General

Secha Travel and Tours: Located at gaisano mall of General Santos.

Alanna Travel Services: Located at Door 1 Obtial Building, National

Jing Travel Wide Agency: Located at RD Plaza, General Santos City.

Exceptional tour offers and Promos

Focuses on one product only

c.) Market Trends

By gathering this kind of information we can able to aid the

Percentage of people who travel

People who don't travel

Necessity of the services offered

Probably dont need

Definitely don't need

Perecentage of people who prefer travel agencies in making their itineraries

Epic Escapades marketing strategy will focus on catching the potential

Commonly used social media - Today, most people use social

Posters, Flyers and pamphlets - The business plans to distribute

Personal Selling it is one of our basic marketing strategy, to work

relationships with our customers, we want to establish accounts in

b.) Method of sales and distribution

One of our distribution channels will be through our website and

d.) Sales Strategies

e.) Advertising strategies

customer calm and avoid being bad mouthed to other potential

b.) Expected outcomes of achieving excellence

a.) In-House Responsibilities

Collect payment for transportation and accommodations from

Converse with customer to determine destination, mode of

Compute cost of travel and accommodations, using calculator,

Book transportation and hotel reservations, using computer

Plan, describe, arrange, and sell itinerary tour packages and

Provide customer with brochures and publications containing travel

Dealing with customer queries and complaints

Provide advice about visas or passports.

Maintain statistical and financial records.

Reach the profit or sales targets.

All staffs must prepare promotional materials and displays

b.) Out-source Function

Flyers, Pamphlets and Posters