bakery business plan philippines pdf

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How In Start adenine Bakery Business in the Philippines: A Beginner’s Travel

Go back to the hauptinsel article: Best Small Business Creative by the Philippines with High Profit

Table of Contents

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How much capital is needful to starting adenine bakery enterprise, 1. monthly to, 2. equipment, apparatus, dining, 3. ingredients, 4. parturition vehicle (optional), sample breakdown of investment requirements (pandesal business), a. costs a utensils, c. raw materials/ingredients, what are the pros and features of having a bakery business, how often does a bakery business earn, how to start adenine bakery business in the new: 12 steps, 1. evaluate the reason why to want to open ampere bakeries business, 2. take up baking tracks, 3. perform basic market exploration, 4. locate a good location, 5. decision regardless go franchise or go on you own, 6. secure the required permits and certifications, 7. start small, 8. buy baking equipment, 9. know your ingredients.

Alternatively, you can take inspirational out Yelly’s Bakeshop https://youtu.be/tWQXjpid61g '> 5 which capitalized on bread made from vegetables. According replacing flour with mashed squeezing or malunggay leaves, they’ve been ability the cut what and also quotation healthier, tastier, and cheaper choose to to consuming.

10. Price Your Products Strategically

A. sample product costing (pandesal business), i. indirect cost, ii. indirect cost, iii. production cost, b. sample product price (pandesal business), 11. recruit laborers, 12. learn how to innovate.

Whether it’s thru improving customer service oder offering products not found anywhere else, a bakery business have never stop conceptualizing, implementing, and testing ideas this will make them more memorable for its consumers. Bakery Trade Plan Template Example 1 - SENSITIVE Yum Yum Sweet From  Grandma'ʹs  Kitchen  to - Studocu

Tips and Warnings

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Bakery Business Plan

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2. Write an executive summary

The executive summary is a concise description of your entire bakery business plan. It highlights the key findings and entices the reader to delve further into your business plan. So make sure to keep it interesting.

A well-drafted executive summary includes an answer to every question, a potential investor might have.

For instance,

• What is the core objective of your bakery business?
• What are the pain points of your target customers and what solutions can you offer?
• What type of baked goods will you offer?
• What is your target market?
• What is your marketing strategy?
• What are the financial highlights of your bakery business?

As you start writing, remember that the executive summary should summarize the plan and not your business idea.

Lastly, fit your compelling summary description in 1-2 pages.

3. Conduct a competitive and market analysis

The market analysis section paints a clear picture of your ideal target market, bakery industry trends, and your competitors in the market. In a way, this section is your chance to validate the potential success of your bakery shop.

The market analysis section of your bakery plan must include:

Market share, growth potential, and industry trends

Identify your targeted available market (TAM) through thorough market research and determine your share in the bakery market. Analyze the emerging trends in the bakery market and assess your growth potential as a retail bakery.

Understanding of the target market 

Who will be your potential customer at a bakery shop?

It gets much easier to succeed in the market when you have a clear understanding of who your target customers are.

In this section of customer analysis, you will create a buyer’s persona of your ideal customer by understanding their psychographic and demographic details.

Competitor analysis

This is an equally important part of the market study, where you evaluate the position and competitive landscape of your bakery shop.

Begin by identifying your top competitors and evaluate your strengths, weaknesses, opportunities, and threats against other bakeries. Establish your competitive edge and show the potential investors that your business stands a promising opportunity in the competitive market.

Want to Perform Competitive Analysis for your Business?

Discover your competition’s secrets effortlessly with our user-friendly and Free Competitor Analysis Generator!

4. Prepare a company overview

The company overview section of a bakery’s business plan is a brief description of your bakery business concept, its legal structure, location, and value proposition.

Be creative and write a compelling section that can propel the readers’ interest in your business idea.

Wondering what to include in your bakery’s company overview section? Let’s check:

• Type of bakery business: retail bakery, specialty bakery, cloud bakery, mobile bakery, etc.
• Business structure: Sole proprietorship, LLC, partnership LLC, corporation, etc.
• Mission statement
• Value proposition
• Quantifiable business goals and milestones
• History and background of the bakery, if applicable
• Partnership and ownership structure
• Name of owners/ partners
• Operating hours
• Service style

Drill down to details and make this section an engaging read.

5. Describe your products and services

After describing your bakery structure and mission statement in the previous section, you will now outline the product and service offerings of your bakery shop.

As a bakery business, you may sell a variety of delicious baked goods such as pastries, cakes, fresh bread, cookies, tarts, pies, donuts, sweet buns, etc. Add this to your product section and also non-baked goods such as savory snacks, coffee, etc, if it’s on your menu offering.

Specifically mention, if you will have products for special diets, i.e. gluten-free, keto-friendly, sugar-free, vegan baked goods, etc.

6. Bakery store design and layout

An effective bakery business plan must include a blueprint of your bakery shop’s layout and design to demonstrate the bakery’s concept practically to the readers.

Mention your bakery size and the space allocated for the back of the house and front of the house operations. Also, explain how the proposed layout will increase the efficiency of your business operations in great detail.

In this section, you will also talk about the decor and theme that will create a warm ambiance for your target audience. Keep in mind that the decor should reflect the branding image you want to create in your target market.

Offer an immersive experience to the readers while explaining this section.

7. Prepare a bakery marketing plan

The marketing plan offers a detailed outlook of marketing strategies you will use to market and promote your bakery shop. Consider it as a roadmap that will guide you in building a brand of sustainable value in the market.

So how do you build a perfect marketing plan?

Begin by identifying the marketing channels and different types of digital marketing campaigns that will work best for your potential customers. Now, allocate the monthly budget to different marketing activities. Lastly, devise a marketing strategy for each channel with a clear plan of action.

Here are a few marketing strategies that are popularly used by successful bakery businesses:

• Social media platforms for brand development
• Email marketing for promotional offers
• Video content such as easy baking recipes, tips, tricks, etc
• Online workshops and live sessions
• Influencer marketing
• Tasting events and sampling
• Customer testimonials

Now detail all your plans in this section and show your investors that you have a solid way to establish your business’s popularity in its target market.

8. Outline your organizational structure

In this section of your bakery business plan, you introduce the management team and employees at your shop. Also, highlight the organizational structure and hierarchy of employees in the organization.

Begin by introducing the owners and their role in your organization. Highlight their experience in the bakery industry and the key skills that can benefit the business.

Introduce your talented baker and their role in recipe development and standardization. Show their experience in the baking field and prove their asset worthiness.

Draw a clear flowchart depicting the flow of authority and responsibility in your bakery business. It is your chance to show the investors that you have a team and knack to take this business on a successful path.

9. Create a logistics and operational plan

The operations plan of your bakery business plan is a strategic document highlighting the processes, procedures, and resources needed to efficiently run your bakery shop.

A well-planned operations plan is like a business manual that has answers to all the questions one might have while running a bakery shop.

Wondering what to add to your operations plan? Well try to include answers to the following questions to make it detailed and comprehensive:

• Physical facilities: What will be your bakery location to produce bakery goods? Will you serve customers from that location or a different shop? Are you planning to sell the bakery goods online?
• Suppliers: Where will you get the raw materials and supplies for producing bakery goods? Who will supply non-bakery items like scones, sandwiches, and savory snacks?
• Inventory: Where will you store the raw material and ingredients? What will be the shelf life of these ingredients? How will you manage the stock levels? What are the minimum thresholds for different items and how long it takes to stock them?
• Production: Who will bake the goods? How long is the process? Will everything be made fresh or in batches to be stored for a few days? Will there be recipe cost cards for each menu item? How will you meet an unexpected spike in demand?
• Bakery Equipment: What type of bakery equipment will you require? Will there be a POS system at your store? What other technologies will you use? How will you take online orders?

The amount of precision here will help you regulate your operating expenses once the bakery starts serving the customers. Proper planning is advisable at this stage.

10. Create a Financial Plan

And now comes the most exciting part for investors- a financial plan. The figures in financial statements are helpful in determining the viability of your business idea. So this section holds a considerable weightage in terms of whether you will get funding or not.

To ensure you create a comprehensive financial plan, including financial projections for these key components:

• Cost of starting a bakery shop
• Sales forecast
• Revenue projection
• Operating expenses
• Pricing strategy
• Income statement/ Profit & Loss statement
• Break-even analysis
• Cash flow statement
• Balance sheet
• Business ratios

In this section, you will also evaluate your funding requirements and identify the funding sources for your business. i.e. bank loans, SBA-guaranteed loans, angel investors, and personal savings.

Having realistic financial projections at hand will help you realize your financial goals while evaluating the sustainability of your bakery business.

However, creating the projections for all these elements from scratch can get overwhelming. Additionally,  you also need to work on visuals and graphs to add impact and clarity to your plan.

Well, there is an easy way. Create your plan with the Upmetrics Financial forecasting tool . This tool will generate key reports and visuals that can be easily downloaded and added to your plan.

We hope this sample plan will guide you in writing a perfect business plan. Now, let’s move forward and check the industry trends ruling the bakery world.

Bakery Industry Highlights 2023

Before you open a bakery, here are some latest highlights from the bakery industry, you may find helpful:

• Bakery market size: The US bakery market size was valued at $99.47 billion dollars in 2023. It is projected to grow at a CAGR of 2.08% between 2023-2028.
• Retail Bakeries: According to IBIS World , there are 8,780 independent retail bakery shops in the US.
• Bakery consumption: In 2022, Americans consumed 8.6 billion kilograms of cake and pastry goods, a sizable amount compared to other countries.
• Bakery trends: There is a growing trend of providing healthier alternatives, i.e. gluten-free baked goods in the bakery market. The organic and gluten-free baked goods market grew by 2.45% in 2022.
• Market Saturation: 55% of commercial bakery revenue in the US is generated by 3 major players- Grupo Bimbo, Flower Foods, and Campbell Soup.
• Specialty bakery market: The US Specialty bakery market share is expected to grow by 10.54 billion US dollars by 2026.

Download a sample Bakery business plan

Need help writing your own bakery business plan? Well, download our bakery business plan pdf and write your plan section-by-section with utmost precision.

Upmetrics templates are perfectly suited for entrepreneurs who need a little help to kickstart their business planning. Import the data into the editor and start planning.

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Frequently asked questions, what should be included in a bakery business plan.

An effective bakery business plan must include:

• Executive summary
• Business overview
• Industry and competitors analysis
• Bakery goods and services
• Bakery design and layout
• Operations plan
• Key management team
• Financial bakery plan

How long should my bakery business plan be?

A bakery business plan should be not more than 15-20 pages including graphs, visuals, and charts. You are likely to lose the interest of investors with a lengthy plan. However, keeping it extremely short is also not favorable, as it would not cover important details. So try using crisp content for your business plan.

Can a bakery business plan template help in setting clear business objectives and goals?

Absolutely yes. A template offers a variety of prompts that will help you to write each section clearly and cohesively. Moreover, you will get a variety of bakery-specific examples that shall help in clearly determining your goals and objectives.

Do I need to have financial projections in my bakery business plan?

Yes, financial projections are important to assess the viability and profitability of your business idea. If you are planning to seek investor funds, this section is of crucial importance. Investors will evaluate the financial section and determine whether to invest or not.

Can I use the same bakery business plan template for different locations?

Yes, you can. However, you need to alter the content of your business plan for different locations and target markets by making specific modifications.

About the Author

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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Bakery Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Bakery Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

Bakery Business Plan

You’ve come to the right place to create your bakery’s business plan.

We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their bakeries.

A bakery business plan is a plan to start and/or grow your bakery. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan, and details your financial projections.

How To Write a Bakery Business Plan & Sample

The following information will provide a description of what to include in your bakery business plan along with links to an example for that section:

• Executive Summary – The Executive Summary section provides a high-level overview of your plan. It should include your company’s mission statement, as well as information on the products or services you offer, your target market, and your business goals and objectives.
• Company Overview – The Company Overview section provides an in-depth look at your company, including information on your company’s history, ownership structure, bakery location, and management team.
• Industry Analysis – Also called the Market Analysis, in this section, you will provide an overview of the industry in which your bakery will operate. You will discuss trends affecting the industry, as well as your target market’s needs and buying habits.
• Customer Analysis – In this section, you will describe your target market and explain how you intend to reach them. You will also provide information on your customers’ needs and buying habits.
• Competitive Analysis – This section will provide an overview of your competition, including their strengths and weaknesses. It will also discuss your competitive advantage and how you intend to differentiate your bakery from the competition.
• Marketing Plan – In the Marketing Plan section, you will detail your marketing strategy, including your advertising and promotion plans. You will also discuss your pricing strategy and how you intend to position your bakery in the market.
• Operations Plan – In the Operations Plan, you will provide an overview of your store’s operations, including your store layout, staff, and inventory management. It also includes information on your warehousing and distribution arrangements and a list of long-term milestones or business goals.
• Management Team – In this section, you will provide information on yourself as the talented baker, your team, your experience, and your roles in the company.
• Financial Plan – In this section of your bakery financial plan, you will include your financial statements: income statement, balance sheet, and cash flow statement. It also includes information on how much funding you require and the use of these funds.

Next Section: Executive Summary >

Bakery Business Plan FAQs

How can i complete my bakery business plan quickly & easily.

Learn more about writing a successful plan by using this bakery business plan template .

Where Can I Download a Bakery Business Plan Template?

Get a downloadable bakery business plan template here . 

What Are the Main Types of Bakeries?

A bakery can be retail or wholesale. A retail bakery sells baked goods directly to customers, while a wholesale bakery typically sells products to other businesses, like restaurants, grocery stores, specialty shops, and cafes.

How Do You Get Funding for Your Bakery?

Bakeries are most commonly funded with personal savings and bank loans. Credit card financing and angel investors are also popular forms of funding for bakeries.

Learn More:  Seeking Funding from Angel Investors vs Venture Capitalists

What Are the Main Sources of Revenues and Expenses for a Bakery?

The primary source of revenue for bakeries is its baked good sales. This includes deliveries and online orders. Sometimes bakeries also earn from bulk orders from wholesalers or special occasions.

The key expenses for bakeries are rent, wages and salaries, ingredients and packaging.

What are the Steps To Open a Bakery Business?

Opening a bakery business can be an exciting endeavor. Having a clear roadmap of the steps to open a business will help you stay focused on your goals and get started faster.

1. Develop A Bakery Business Plan - The first step in opening a business is to create a detailed bakery business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your bakery business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your bakery business is in compliance with local laws.

3. Register Your Bakery Business - Once you have chosen a legal structure, the next step is to register your bakery business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to open your bakery business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Bakery Equipment & Supplies - In order to start your bakery business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your bakery business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful bakery business:

• How to Open a Bakery Business

Where Can I Get a Bakery Business Plan PDF?

You can download our free bakery business plan template PDF here . This is a sample bakery business plan template you can use in PDF format.

Starting A Bakery Business In the Philippines

• Post author: Mervin Manalo
• Reading time: 23 mins read

If you want a business that allows you to spend your day solving delicious problems, then a bakery might be the perfect business for you. There is an intense demand for the indulgence of eating delicious things, and a bakery can fulfill that need. However, there are some things you should think about before starting a bakery business in the Philippines. Therefore, this article will be your ultimate guide on how to start a bakery or baking business in the Philippines.

How is the bakery market in the Philippines?

The bakery market in the Philippines is in great need of competent bakers. With more and more people eating out, the demand for bread and other baked goods rises. The people of the Philippines love to indulge in bread, cakes, pastries, and other baked goods.

Because of this, the bakery market will continuously grow over the next several years. Thus, it is a great time to start a bakery business now before it becomes too late.

What are the pros and cons of starting a bakery in the Philippines?

The bakery market in the Philippines has several advantages compared to other businesses. However, it also comes with a few disadvantages.

Here are some of the pros and cons of starting a bakery business in the Philippines:

• Filipinos love bread, pastries, and other baked goods. As such, the demand for these baked goods will continue to grow. 
• People prefer buying convenience foods. And Filipinos highly value convenience, and this is why many people are willing to pay more for convenience baked goods. The working and middle class still value time, and they are willing to pay more for their convenience foods.
• The primary demand for bread is never-ending. Bread is one of the essential foods that Filipinos enjoy eating. As a result, the market for bread in the Philippines will never be stagnant.
• Businesses are uncertain, and it is hard to know the real future of bakery industry in the Philippines. For sure, the bakery business will continue to thrive and at the same it can be very competitive. Therefore, you will always have to try your best to outdo your competitors.
• You will spend a lot of time perfecting your baking skills. Since the bakery industry is thriving in the Philippines, you will have to work hard to keep up with your competitors. As a result, you will have to spend a lot of time in your kitchen perfecting your baked goodies.
• It would be best to plan out your bakery business before starting it. Planning will also help streamline your business and prevent you from wasting money on things that won’t benefit your bakery. Read on to know more about starting a bakery business in the Philippines.

How to Start a Bakery Business in the Philippines

We have compiled a list of steps that you need to do to ensure your bakery succeeds in the Philippines. Here you go:

Step 1: Identify the reason why you want to open a bakery business.

There is an incredible amount of competition in the foodservice industry. You must know precisely why you want to open a bakery business in the Philippines . It would be best if you had a clear understanding of why you want to open a bakery business in the Philippines.

Step 2: Take a baking course.

It would help if you took the time to learn how to bake correctly before starting a bakery business in the Philippines. Additionally, it will help you take control of your business and ensure that the competition does not catch you off guard.

It would help if you considered enrolling in a baking course to learn more about running a baking business. With a variety of baking courses available in the Philippines, you will be able to learn the art of baking.

Step 3: Conduct market research and create a comprehensive business plan .

You should spend a great deal of time identifying your target market. As such, it will ensure your bakery business is the perfect fit for them. It would help if you talked to people who have experience starting a bakery in the Philippines.

In addition to talking to other bakers, you should also speak with foodservice professionals about how best to create a bakery business in the Philippines. For your bakery business to thrive, you must understand and meet your clients’ needs.

Step 4: Choose the location for your bakery business.

When you are starting a bakery business in the Philippines, you must decide on the location for your bakery business. Selecting the area is one of the essential decisions you will make. It would help if you chose a neighborhood where your target clients are.

You can determine this by doing thorough market research and by asking around to find out where your target customers usually shop.

Step 5: Do you want to franchise or open a stand-alone bakery?

You must clearly understand whether you want to franchise or open a stand-alone bakery business. Franchising can be very rewarding because you will be working with an expert franchise consultant who will help you set up all the necessary systems, policies, procedures, and protocols.

On the other hand, opening a stand-alone bakery business is more challenging but rewarding. You will get to maintain control of your business, but you will also have to work hard. You have to make an informed decision on whether to franchise or open a stand-alone shop.

Step 6: Get the permits and certifications.

When you start a bakery business in the Philippines, you will need various permits and certifications. Here are the things you must acquire before starting a bakery business in the Philippines.

• Registering the business in the Department of Trade and Industry (DTI) is a formality. Still, you must register your business name before officially opening and operating.
• Mayor’s Permit or Residence Certificate & Sanitary Permit – The Mayor’s Permit is a permit you must obtain before selling your baked goods. A sanitary permit is also required if your bakery intends to cook or bake.
• License to Operate (LTO) or BFAD Certificate – The LTO must operate your bakery if you run a food service business. You need this to label, package, and transport your products safely.
• Tax Identification Number (TIN) – The TIN is likewise a requirement for you to operate your bakery business. It will enable the government to locate and tax your business quickly.

Step 7: Start with a small setup.

It would help if you started a bakery business in the Philippines with a small setup. This way, you will have the opportunity to learn from your mistakes. By creating a small structure with a very good interior design , you will be able to understand your target market better, and you will also be able to mold your bakery business to suit the needs of your target market. Therefore, you can start with a small setup and expand later.

Step 8: Buy the necessary equipment and supplies .

When starting a bakery business in the Philippines, you must have all the right equipment and supplies. Everything must be in good working order, and this will ensure that your taste, product quality, and level of service are consistently high.

You should make sure that you purchase knives, weighing scales, fans, and ovens well before starting a bakery business in the Philippines. The right tools will help you become a market leader and give you a competitive edge over your competitors.

Step 9: Know the ingredients .

Ingredients play an essential role in crafting a good quality product. The right food ingredients will enable you to make a delicious product that will suit the tastes of your target market. Search and buy essential ingredients like flour, sugar, eggs, milk, and butter.

It would help if you explored and sourced low-cost, good-quality ingredients to maintain your profit margins. Therefore, a combination of good quality ingredients at low prices will enable you to keep your margins high. 

Step 10: Set the price of your products.

It is essential to understand your market’s price points so you can know the appropriate pricing model for your products. It would be best always to charge your target customers a fair price for their products. Ensure you do not exceed their expectations by upselling and overcharging them.

With the proper formulation of your pricing model , you can always ensure that your target customers are satisfied with their products. Thus, you’ll have the best results in your business.

Step 11: Hire employees .

A good bakery business will always have a dedicated, hardworking, and skilled team of employees. You must hire the best employees for your bakery. Ensure all your employees are well trained and motivated towards a common goal.

Your employees will be your greatest assets in your bakery business, so you should focus on hiring and retaining the best people. Employees will determine the fate of your bakery business, so you must ensure you hire the best people for your business. 

Step 12: Innovation and marketing.

To be successful in your bakery business, you will have to consistently come up with innovative products, and you will also have to be very active with your marketing campaign. Marketing strategies will enable you to raise your brand awareness.

However, when marketing a bakery business in the Philippines, you must research the market. Using social media and e-marketing to promote your products would be best. Social media will enable you to communicate with your target market easily.

At the same time, constant innovation and marketing in your bakery business will let you reach out to a broader, more diverse, and more informed target market.

Time To Start

Therefore, these are the steps for starting a baking business in the Philippines. Depending on your region and business goals, you will likely have to modify or adapt these steps. Remember that the road to success is not easy, and it will take you a lot of hard work and perseverance. However, starting a baking business in the Philippines has great potential for success due to the large market, diverse target audience, and high demand for baked products.

What Can I Do To Promote My Bakery Business?

You can promote your bakery business through your website and social media. Your customers will usually use the internet to research and evaluate goods. Setting up a website and maintaining a social media presence allows you to reach out to more people and market yourself efficiently.

In addition, you can promote your bakery business through sampling and advertising, among other methods. You must be very active with your marketing campaign to deliver significant value to your customers and potential clients.

FAQs About Starting a Bakery Business

The profit margins for a bakery business are typically moderate, around 25% to 50% gross margin. However, if you can manage your costs effectively and find suitable suppliers, this industry undoubtedly has high profit margins.

The baking business in the Philippines is no easy venture. It takes a lot of effort, time, and hard work. You will have to invest a lot of time and effort to set up your bakery correctly, and you will have to put forth extra effort in marketing your products. Setting aside sufficient time for your bakery business to deliver excellent service consistently is essential.

You will need substantial money to start a baking business in the Philippines. Aside from purchasing the right products and equipment, you must set aside a decent amount of money to hire qualified employees. Overall, you will need a sizable capital, around PhP 50K to 500K, to start a bakery business in the Philippines. TIP: You can get a loan for small business from the government .

Try Popular Recipes by HICAPS

• Korean Cream Cheese Garlic Bread
• Basque Burnt Cheesecake Recipe
• Ube Cheese Pandesal Recipe
• Egg Pie Recipe
• Apple Pie Recipe With Crust
• Recipes for Chicken Breast
• Dream Cake Recipe

Read Related Articles

• 20 Kitchen Tools and Equipment Every Cook Must Know
• Why Is It Important to Sanitize Kitchen Tools and Equipment?
• 8 Best Baking and Kitchen Spatulas of 2022
• 20 Kitchen Utensils for Home Cooks and Food Business Owners
• Small Bakery Shop Interior Design Ideas
• mL to Grams Conversion Chart in Baking
• 12 Small Business Ideas Philippines
• Importance of Packaging in Bakery Business

History of Baking: What You Need to Know

There are a lot of possible scenarios for your bakery business in the Philippines, and you must always plan things out before you start. However, you can still have a great time running and operating your bakery business with the right strategies, resources, and people.

The baking business in the Philippines is highly lucrative, and it provides numerous benefits to the owner. However, if you do not anticipate the challenges, you may lose these potential benefits.

Therefore, make sure that you do everything you need to do so that your business can be profitable and successful. And as you grow your business, you may also need a company lawyer , who knows?

About HICAPS

We at HICAPS are constantly on the lookout for new ways to help bakers and businesses make delicious baked products. In addition, we offer bakery ingredients lik e  ChiffonAide Cake Oil ,  Magic Whizk Whipping Cream ,  Red Velvet Flavor Emulco , and  Instabake Brownie Mix .

Moreover, we offer extensive toolkit which includes free “ How To Increase Your Sales Amidst The Pandemic ” e-book as well as  free dealer locator  so you can find where your favorite baking ingredients are available.

Don’t forget to follow us on  Facebook ,  Instagram ,  Pinterest   and  YouTube  for more awesome content! And Finally, fill out this form to become  one of our valued partners . Our team will be waiting patiently, so please feel free to get back soon.

• About the Author
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Mervin Manalo is a Chemical Engineer who graduated from De La Salle University in Manila, Philippines. He has over 20 years of experience in the food industry and currently serves as President and CEO of HICAPS Mktg. Corp., a provider of prime baking ingredients.

He also attended a mini MBA program at Guthrie-Jensen, which helped him broaden his business knowledge and skills. Under his helm, HICAPS expanded its business and helped more clients grow thru the years. He loves technology and new trends and is always looking for ways to improve his products and services.

• Boost Your Baking Business with AI
• How to Start a Home Baking Business in the Philippines: A Step-by-Step Guide
• Thriving as a Small Business Owner: Secrets Unveiled

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Bakery Business Plan Template

Written by Dave Lavinsky

Bakery Business Plan

If you want to start a bakery business or expand your current one, you need a business plan.

Over the past 20+ years, we have helped over 5,000 entrepreneurs and business owners create business plans to start and grow their bakery businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a bakery business plan step-by-step so you can create your bakery’s business plan today.

Download our Ultimate Bakery Business Plan Template here >

How To Write a Business Plan For a Bakery

Executive summary.

The executive summary is the introduction to your business plan, although it is often written last. It helps investors and lenders quickly decide whether they are interested and should read more, so the first page must get right to the point. Include a concise description of your bakery (or bakery concept if you are a startup), a short analysis of the market, proof that customers are willing to pay for products, and an explanation of the unique qualifications that ensure your bakery will be a success.  

Company Overview

This section of your bakery business plan provides a comprehensive look at the company’s history. Include details on your bakery’s legal structure, founding, location, and current business stage, as well as your past accomplishments and unique qualifications. Clearly explain anything that makes you a strong competitor in this market, such as existing contracts with retailers, a head baker with impressive restaurant credentials, or exclusive access to award-winning recipes.

Finish Your Business Plan Today!

In this section you should also give an overview of the type of bakery you operate or will operate in the future.

For example, do you or will you operate a:

• Traditional bakery (selling breads, biscuits etc.)
• Commercial bakery
• Bakery specializing in wedding cakes
• Wholesale bakery
• Doughnut shop
• Pastry shop
• Bakery Cafe
• Food truck bakery
• Home Bakery

Industry Analysis

This section assesses that bakery industry and how your bakery fits into the existing landscape. Address any challenges that you unearth with a solid strategy for success. Also keep in mind that your market is not the entire baked goods market. Rather, it is your niche of that market.

For example, while the baking industry in the United States generates more than $30 billion per year in revenues, your bakery will only comprise a fraction of that amount depending upon your geography, focus, etc. So, zero in on the specific products and customers you plan to target and focus your analysis on those elements.  

Customer Analysis

This section of your plan details your bakery’s target audience, that is the customers you will serve. Note that in many cases, a bakery might target multiple market segments. Do you plan to target brides to be? Children’s birthday parties? Upscale families who regularly hold private events for 100 or more guests?

Or do you primarily serve walk-in customers. This segment usually comprises neighborhood resident who know about your bakery, and who tend to visit regularly.

Even if you’re not a commercial bakery, you might serve local delis, grocery stores and bodegas. Clearly, it helps a bakery’s sales if it has a greater number of distribution points. The same is true in the case of restaurants. A bakery can supply breads, bagels, cakes, pastries and other products to restaurants and hence create a larger customer base.

Whatever target markets you serve, clearly define them in your business plan. Detail the demographics of each. For example, are they wealthy males and females? Are they college students? Are they local restaurants? Whatever the target customers, you need to identify and detail them so you’ll know their needs and can better serve them.

Likewise, discuss the psychographics of your target customers. Are they price conscious? Is quality the most important issues they will use to judge your bakery? Do they insist on reliability and premium service?

In addition to documenting the demographic and psychographic variables that define your target market, detail how your bakery will meet their unique needs.

Finish Your Bakery Business Plan in 1 Day!

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With Growthink’s Ultimate Bakery Business Plan Template you can finish your plan in just 8 hours or less!

Competitive Analysis

This section of your bakery business plan details your direct and indirect competitors. Direct competitors are other companies who fulfill the same need for the same target market, most likely others selling similar baked goods. Your indirect competitors are those who fulfill a different need for the same target market, or those who fulfill the same need for a different target market. An example of an indirect competitor could be a nearby coffee shop.

In your plan, name and describe your direct competitors individually, and explain what sets your bakery apart from them. Create a more general category for your indirect competitors and discuss them as a whole.

Finally, detail your areas of competitive advantage and what will make you distinct. Most successful bakery owners identify products that no other local bakeries offer, such as a treat that is exclusive to your bakery and that drive customers to frequent your store. Also, based on the demographics and psychographics discussed above, you may be successful being the only local bakery selling nut-free cakes, or making vegan and gluten-free baked goods with local and organic ingredients.  

Marketing Plan

Your bakery marketing plan explains how you will penetrate your target market, based on the four P’s: Product, Price, Place, and Promotion.

The Product section explains all the products and services your bakery will provide. Price refers to the price points at which you will sell each item, along with your reasoning for choosing those prices. Place explains all your distribution methods, such as your retail stores, your company website, and third-party retailers. Promotion defines the ways you will entice customers to purchase your baked goods, such as free samples and web advertising.

In addition to describing the four Ps your bakery marketing strategy, you should explain how you will retain existing customers through loyalty programs or other methods. Also, in this section of your plan, particularly if you are startup retail bakery, you should detail the design and display of your location.

Clearly, your bakery’s storefront should be designed in a way that attracts walk-in customers. Consult an interior designer to get insight on how to create a warm and inviting ambience in your bakery.

Operations Plan

The operations plan explains the processes by which you will turn your vision into a reality. It includes the everyday short-term processes involved in physically baking your products, managing your retail space, packaging your baked goods, conducting sales transactions, choosing and working with vendors, and delivering the finished products to your customers among others.

Your operations plan must also include the long-term processes involved in growing your company, such as introducing new products or retail stores, achieving specific sales milestones, and hitting other important business-oriented goals such as hiring new employees, launching new locations, etc.  

Management Team

This section provides biographies of the key members of your company’s management team, with an emphasis on strong business skills. Focus on educational background, previous experience with successful start-ups, and other elements that demonstrate your and/or your team’s ability to build a company. A strong advisory board can help make up for weaknesses provided you clearly articulate how your advisors will directly impact the company’s growth.

Financial Plan

The financial plan is often the most difficult part of the business plan to write, yet it is the section that potential investors and lenders spend the most time analyzing.

Provide a list of all revenue streams, including their relative importance and timeline for implementation, as well as the amount and expected sources of outside funding. Include a summary of past (if applicable) and projected Income Statements, Balance Sheets, and Cash Flow Statements. The assumptions made in these documents must be reasonable and verifiable based on an analysis of similar companies.

Make sure you don’t miss anything when putting together your financial projections or you could lose credibility in the eyes of readers of your plan. For example, make sure you adequately enter costs which most bakeries incur such as space (owned or rented), equipment (planetary mixers, cylinders, gas stove, cooling fridge, deep fridge, storage utensils, etc.), electricity and water, staff, furniture and décor, licenses, insurance and legal fees.  

The appendix includes your full financial projections, as well as any other documentation that supports the claims made in the business plan. For example, it might include a list of key existing customers or letters from potential partners. Likewise, if you’re a startup bakery, including sketches of the proposed store design should appear in your appendix.  

Putting together a business plan for your bakery business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the bakery business, your competition and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful bakery business.

To further help you, we have other articles on key aspects of how to start your bakery . and running it effectively. Specifically, our bakery marketing plan will help you develop the best promotions strategy. Our bakery startup costs post will let you know what costs to expect.

Bakery Business Plan FAQs

What is the easiest way to complete my bakery business plan.

Where Can I Download a Bakery Business Plan PDF?

You can download our bakery business plan template PDF here.

Our bakery business plan PDF is a free resource to help you get started on your own business plan. This is a business plan template you can use in PDF format for a bakery, home bakery, wholesale bakery or any other type of bakery.

What Is a Bakery Business Plan?

Why Do You Need a Business Plan?

If you’re looking to start a bakery or grow your existing bakery you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your bakery in order to improve your chances of success. Your bakery business plan is a living document that should be updated annually as your business grows and changes.

What Are the Sources of Funding for a Bakery?

Bakeries are usually funded through small business loans, personal savings, credit card financing and/or angel investors. This is true for a home bakery business plan too. This is true for a wholesale bakery business plan, a home bakery business plan and a commercial bakery.

Don’t you wish there was a faster, easier way to finish your Bakery business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.

Click here to see how our professional business plan consultants can create your business plan for you.

Other Helpful Business Plan Articles & Templates

Starting a Bakery Business Plan (PDF)

A bakery can also be known as a pastry shop or a confectionary. When dealing with the bakery industry we are looking at products such as bread, cakes, pastries, cookies, muffins, and pies, amongst others. It is basically food products baked from flour or other grain meals. A bakery business is a very profitable venture if operated efficiently. It is not enough to be able to make good bread or cakes. A bakery business is an enterprise that requires resources and planning. The quality of your output is important. However, you also have to create an environment within which customers can access your products at great prices. At the highest level, the bakery business is capable of producing incredible profits and prestige. This article will outline how to start the bakery business, and the bakery business plan – PDF, Word and Excel.

Above all you should develop a passion for the enterprise given the hard work that is required of you. The great thing about this model is the possibility of transitioning from other corporate endeavors straight into bakery. Moreover, you can do it as a side business without hindering your other profession. The range of possibilities includes a family-owned and run home business. You can also become a major corporate entity that caters for major events.

Market Research

Before you go further along with the bakery business this must be your primary focus. Who do you intend to cater for? This question is your launch pad into ultimately coming up with a comprehensive marketing strategy for your bakery business. In fact, insights from your market research have ripple effects towards all other components in setting up the bakery business. You must appreciate the fact that you must niche which entails targeting a particular market. It’s not that easy to cater for the whole breadth of the market because that might be unsustainable due to high costs. Therefore you must be diligent enough to figure out which specific portion of the market you’ll target. When conducting market research you must closely study people’s eating out behaviours, check the age range dynamics and also analyse the levels of income of your prospective target market. This is why it is important to have a good bakery business plan before you start this business.

Location and Premises

This here is a component that’ll be greatly informed by your target market. You want a scenario where your bakery store is ideally located at a spot characterised by high volume vehicle and foot traffic. It shouldn’t just be about traffic only though; it must be close to or in an area where your intended customers are abundantly found. Another vital feature to consider is the availability of adequate and secure parking space and easy access to mass transportation. The best approach to take is to locate your bakery shop in an area close to other businesses that can lead to customer inflows for you. For instance, locating it at a shopping centre, shopping mall or central business district (CBD) creates prospects of regular customer inflows. The premises should be large enough to accommodate all your equipment, offices, and space for customers. Your bakery business plan should cater for the costs of buying or leasing the premises.

Competitive Analysis

There are already established bakeries wherever you might think to start a bakery business. There are also new and upcoming bakeries as well. Thus you cannot turn a blind eye to competition. You have to study all your competitors to figure out their business profiles. This entails their products and services, market shares, distribution network, operating times, payment methods, customer segments, and so on. A thorough look into all this shows you loopholes and market gaps.

You have to seek to build a bakery business that has several differentiators. Tweaking operating hours can become one of your differentiators. A strategic location can also be a differentiator. It could be a unique product range that can differentiate you. Maybe it could be allowing online orders, payments and offering home deliveries. All these aspects are best figured out after studying your competitors. Remember, consumers are always looking for convenience and cost savings.

Equipment for a Bakery Business

The bakery will require a variety of equipment. The fixed items will delve a lot into your initial capital outlay. This is because you will typically purchase big ticket items such as ovens, fridges, mixers, bakeware, bread slicers, display case and utensils. The costs of purchasing the bakery equipment should be included in your bakery shop business plan. You may consider purchasing preowned equipment as a way of cutting down your startup costs.

Permits/Licenses, Insurance & Business Bank Account

Permits/licenses.

The first thing is to register your bakery business. After that you must get properly licensed. A bakery business is in the food industry. In the food industry there are strict regulatory frameworks to adhere to. You will need to apply for a business license from the relevant often local (municipal) authorities. Prior to getting that food license your earmarked premises will be thoroughly inspected. It varies from place to place but there will be a long list of things your premises must have or satisfy. Some of the critical areas inspected or inspected for are drainage system, waste management system, ventilation system, sanitary facilities, and Hazard Analysis and Critical Control Points (HACCP), amongst others.

Insurance & Business Bank Account

There are so many things that could go wrong in a bakery. Important assets can get damaged or destroyed. There are several risks that can affect workers as well. The smartest thing to do is to get insured. Contact your nearest, reputable insurance provider and get the necessary guidance. This might seem unnecessary but when something happens in the future you will be glad you got insured.

Then buttress insurance by opening a business bank account for your bakery business. It helps make financial management easier. Most importantly it will help separate your personal finances from those of your bakery business. In the event something catastrophic happens with the bakery business, it will sink alone. It will not sink with you. This is a principle in financial literacy many people in business are yet to grasp.

Bakery products

There are so many different types of bakery businesses that you may want to explore. Your decisions are determined by four primary considerations:

• The amount of capital that you have
• Your skills and competencies
• The business aims, goals and objectives
• The tastes and preferences of your customers

Each of these factors can change throughout the planning and implementation process for the bakery business. Therefore, you need to constantly adjust your bakery business and product selection accordingly. You have a number of options and niches that might just suit your client base. Examples of products that your bakery can offer include bread, muffins, rolls, cakes, donuts, buns, pizza, tortillas, cookies, biscuits, pies, bagels, scones among others. The products you are going to offer should be included in your bakery business plan.

Staff And Management

The effective running of a bakery business requires a significant workforce. As a rule of thumb, your bakery staffing needs are always informed by your intended scale of operations. Some of the key areas in this business are operations management, financial management and inventory management. At the minimum you need pastry chefs, waiters, cashiers and logistics personell. Other required staff include accountants, supervisors, security team, stock controllers and managers, though this depends on the size of your bakery.

Your bakery should have sufficient number of well trained staff. This is because repeat purchases and ever-growing customer inflows are a product of swift and quality service from the staff. Having a small or skeletal staff makes it very difficult to provide swift service. Remember we are living in a fast-paced world where people don’t want to be kept waiting for too long. The salaries of all your employees must be catered for in the bakery store business plan.

Marketing Plan

An official launch is important.

Kick-starting your bakery business can get a boost from doing an official launch. This follows that you would have set up a website and social media accounts. This also follows that you would have been active and engaging with people online and on the ground. All that must culminate into an official launch along with a press release. You can offer free samples on the day as well. Adorn the place and make it lively on the day such that it attracts people. People generally love new outlets, new offerings, and free food. Your initial pricing should be penetration pricing. This means you price lesser than existing players to lure customers to your business. Make the most out of the official launch.

Used A Blended Marketing Approach (Offline And Online)

Afterwards the focus becomes building your audience online. By the way, incorporating online ordering and payments on your website will be a game-changer. Regularly post useful, fun, and informative content daily. Conduct online competitions with giveaways of your products or branded items. All your promotional material, be it physical or virtual, must be high definition. That is a must in the food industry if you want your marketing material to stand out. If your scale of operation is substantial consider potential bulk, recurring clients. Engage them with proposals on how you can be their supplier. These can be companies, food outlets, schools, and the like.

The market for bakery is huge and ever increasing. There is always huge demand of different types of  baked goods. The market for a bakery include individuals, families, hotels, guest houses , supermarkets, companies and organizations. Your bakery should have fair prices that keeps you in business. Do not be tempted to compromise on quality as a means of correcting errors in your budgeting process. Those entrepreneurs that are running local family businesses should be careful about giving discounts to loved ones. This is because they could end up destroying the bakery business before it gets a chance to establish itself. A proper marketing strategy should be included in the bakery business plan.

Keys To Profitability

Your choice of location is a major part of making your bakery business profitable. You ideally need a spot that has high human and vehicle traffic. If that is not possible then the important key becomes your distribution network. The other key is to cultivate a huge clientele mostly comprised of bulk and recurring customers. These are customers who require your products in bulk daily. Economies of scale are a major aspect; scale your operations sooner. Identify your major costs and manage, preferably lessen them. For instance, 60 percent of costs may go to raw materials and remuneration. Your product range must be diversified and comprehensive but informed by market demand. This will ensure you always have and sell fast-moving products. This is one of the best food industry businesses you can start. There is vast room to diversify. You can scale and can pivot if needs be. Best of all, the market for baked foods is always there.

Pre-Written Bakery Business Plan (PDF, Word And Excel): Comprehensive Version, Short Funding/Bank Loan Version and Automated Financial Statements

For an in-depth analysis of the bakery business, we encourage you to purchase our well-researched and comprehensive bakery shop business plan. We introduced the business plans after discovering that many were venturing into the bakery shop business without enough knowledge and understanding of how to run the business, lack of understanding of the financial side of the business, lack of understanding of : the industry, the risks involved , costs and profitability of the business; which often leads to disastrous losses.

The StartupBiz Global bakery business plan will make it easier for you to launch and run your bakery business successfully, fully knowing what you are going into, and what’s needed to succeed in the business. This is a complete business plan for bakery. It will be easier to plan and budget as you will be aware of all the costs involved in setting up and running the bakery shop business.

Uses of the Bakery Shop Business Plan (PDF, Word And Excel)

The bakery shop business plan can be used for many purposes including:

• Raising capital from investors/friends/relatives
• Applying for a bank loan
• Start-up guide to launch your bakery business
• As a bakery shop business proposal
• Assessing profitability of the bakery business
• Finding a business partner
• Assessing the initial start-up costs so that you know how much to save
• Manual for current business owners to help in business and strategy formulation

Contents of the Bakery Business Plan (PDF, Word And Excel)

The business plan for bakery shop include, but not limited to:

• Marketing Strategy
• Financial Statements (monthly cash flow projections, income statements, cash flow statements, balance sheets, break even analysis, payback period analysis, start-up costs, financial graphs, revenue and expenses, Bank Loan Amortization)
• Industry Analysis
• Market Analysis
• Risk Analysis
• SWOT & PEST Analysis
• Operational Requirements
• Operational Strategy
• Why some people in the bakery business fail, so that you can avoid their mistakes
• Ways to raise capital to start your bakery business

The bakery shop business plan package consists of 4 files

• Bakery Business Plan – PDF file (Comprehensive Version – 83 Pages)
• Bakery Business Plan – Editable Word File (Comprehensive Version – 83 Pages)
• Bakery Business Plan Funding/Bank Loan Version- Editable Word File (Short version for applying for a loan/funding – 41 pages)
• Bakery Business Plan Automated Financial Statements – (Editable Excel File)

The business plan can be used in any country and can be easily edited. The financial statements are automated. This implies that you can change eg the percentage markup, salaries etc, and all the other financial statements will automatically adjust to reflect the change. 

Click below to download the Contents Page of the Bakery Shop Business Plan (PDF)

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I was extremely lucky to come across StartupBiz Global. Their business plan exceeded my expectations, and most importantly I was able to secure a loan from my bank. Thank you guys, now my dreams are coming true!

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Many thanks for your incredibly efficient service and thorough business plan. I am very impressed with the business plan. Before I bought the business plan, I tried to do my own business plan – it was such a nightmare and it turned out badly, also not to mention the stress it caused me. I wish I knew about your website earlier!

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StartupBiz Global provided a very professional and comprehensive business plan which I used for my business. The business plan was easy to edit, and I was able to get the funding which I wanted. I highly recommend their business plans.

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I found Startupbiz Global online when I was in desperate need of a business plan. I was overwhelmed by the quality of the business plan, it’s comprehensive and well researched! I did not have to wait to get the business plan, I got it instantly after payment. I highly recommend Startupbiz Global, and would happily use them again in the future.

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The business plan which I purchased from your website saved me TIME and MONEY! The layout of the business plan was excellent. The financial statements were detailed and easy for me to edit. I will come back to purchase another business plan soon.

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I purchased a business plan from you, and I’m glad to inform you that I was able to get my loan, and I’m starting my poultry farming business on the 1 st of July. This was made possible because of your business plan. Thank you very much, you made my dream come true.

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I was able to understand the business side of farming because of your business plan. You did extensive research; the business plan was well prepared and fully detailed.  It made everything clear, and I have somewhere to start now. I am confident that I am going to succeed in my business because of the guidance from your business plan.

Get the Bakery Business Plan (PDF, Word And Excel)

Click Buy Now  below to purchase using Paypal, Credit Card, or Debit Card. After you have purchased, you will immediately see the download link for the business plan package on the screen. You will also immediately get an email with the business plan download link. The Pre-written business plan package (PDF, Word, and Excel) costs $30 only!

If you want to purchase multiple business plans at once then click here: Business Plans Store.

The business plan package is a zipped compressed file containing the PDF, Word and Excel documents. To open the package after downloading it, just right click, and select Extract All. If you have any problems in downloading and opening the files, email us on [email protected] and we will assist you.

We wish you the best in your bakery business! Check out our collection of business plans  , and more business ideas .

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Bakery Business Plan Template

Download this free bakery business plan template, with pre-filled examples, to create your own plan..

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What you get with this template

A complete business plan.

Text and financials are already filled out and ready for you to update.

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Your plan is formatted the way lenders and investors expect.

Edit to your needs

Download as a Word document and edit your business plan right away.

• Detailed instructions

Features clear and simple instructions from expert business plan writers.

All 100% free. We're here to help you succeed in business, no strings attached.

Get the most out of your business plan example

Follow these tips to quickly develop a working business plan from this sample.

1. Don't worry about finding an exact match

We have over 550 sample business plan templates . So, make sure the plan is a close match, but don't get hung up on the details.

Your business is unique and will differ from any example or template you come across. So, use this example as a starting point and customize it to your needs.

2. Remember it's just an example

Our sample business plans are examples of what one business owner did. That doesn't make them perfect or require you to cram your business idea to fit the plan structure.

Use the information, financials, and formatting for inspiration. It will speed up and guide the plan writing process.

3. Know why you're writing a business plan

To create a plan that fits your needs , you need to know what you intend to do with it.

Are you planning to use your plan to apply for a loan or pitch to investors? Then it's worth following the format from your chosen sample plan to ensure you cover all necessary information.

But, if you don't plan to share your plan with anyone outside of your business—you likely don't need everything.

More business planning resources

How to Start a Bakery Business

How to Write a Bakery Business Plan

Business Plan Template

10 Qualities of a Good Business Plan

How to Start a Business With No Money

How to Write a Business Plan

Simple Business Plan Outline

How to Write a Business Plan for Investors

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Download Now: Bakery Business Plan Templates for 2021

A bakery business isn’t that difficult to start but it comes with a lot of planning. You can’t just release all your baked goods overnight without carefully planning how you’re going to market and sell it. You will need to figure out your menu, where to get your supplies, the costing for each of your baked goods, and how to package them. You will have to jot everything down, lay the groundwork for all your needs, and set goals to meet them.

If your love and passion for baking have made you decide to put up a bakery, then you’re in the right place to figure out how to start on one. As with all other businesses out there, you will need a business plan and we’re here to help you how to make one.

Page Contents

Why Do You Need A Business Plan?

Executive summary, introduction, company description, customer focus, mission statement, company concept, market analysis, target market, industry analysis, competitive analysis, management structure, product line and services, sales and marketing, financial plan, funding request, financial forecast, operational plan, download templates.

Do you need a business plan for a bakery?

A business plan is a guideline to help you figure out what direction your business is heading and what goals you want to achieve. It’s also a great plan to present to banks if you’re looking for a loan and for potential business partners if you’re looking for investors. But most of all, you need a business plan to help yourself. It will serve as your guide on how to achieve your goals and even compute your possible profit.

By the end of this guide, you’ll be able to draft up your business plan or you can use the template we’ll provide that’s available to download below.

Start your bakery business plan with an executive summary section. This section is all about providing brief information on your business without getting all the details in. The goal of this section is to get the whole picture of what your bakery is all about at a single glance.

Just 2 to 3 sentences per category should be enough to express your ideas. You’ll get the chance to explain everything specifically in the later part of the business plan.

Imagine having a booth at a food fair with dozens of other businesses right next to you. What are the things you can put on your sign that when a customer passes by they’ll be able to figure out what you’re selling in just a couple of seconds?

That is what you are going to write in your introduction. You are going to supply information that’s eye-catching, attention-grabbing, but also sticking to the realness of your bakery.

Related Reading: The 6-Step Marketing Growth Plan for a Home-Based Bakery

Here’s an introduction example you can follow:

Quick Bites is a bakery that offers a new take on the bread scene for New Yorkers on the go. All the buns are stuffed with delicious filling, both savory and sweet to satisfy a hungry tummy in need of that quick snack that’s conveniently packaged to eat on the run.

Just by reading that example, you’ll know that Quick Bites is:

• A bakery that supplies buns with filling that is either savory or sweet.
• Located in New York.
• Catered for people looking for a quick snack.

Capture your reader’s attention by keeping things light yet informative in this part of the business plan.

Write a company description.

Every bakery business has a background. You’ll want to include how many years in the making has your bakery idea been going around and who is in charge of it. Will it be a partnership? Will you be doing the baking and managing at the same time? Putting in a little bit of your bakery’s background helps give the reader a brief understanding of what your business’s managing strategy is going to be.

The first thing on your mind when you decided on putting up a bakery is probably the menu. And though that’s quite exciting to draft up at once, you’ll have to decide on the services you’re going to offer first by figuring out what kind of bakery you’re going for.

Here is a guide to choose the type of bakery you want:

• Full service – This includes having your own space with a kitchen and baking area, a display area for your baked goods, and dine-in options with drinks such as coffee or tea.
• Take-out service – This is a type of bakery where you have a small space just to display your baked items and offer a drink or two. Customers can just line up and order your buns to go.
• Online – This type of business does not require any space. This is all done in your kitchen at home. Customers will just place their orders online and will pick them up or have them delivered.

By deciding this early on, you can have a clear image of what your bakery is going to look like and how it will operate.

Cake bakery display case.

We know what you’re thinking: everyone is your potential customer. And though that is the goal, you still need to list down your target customers so you can focus on a certain product line to sell.

Take for example Quick Bites. As mentioned in the introduction, the bakery is for those who are looking for a quick snack to eat. Therefore, their target customers are mostly working people who do not have time to sit down for a meal and are looking for a convenient yet delicious food replacement while still having the time to work.

Related Reading: 101 Creative Bakery Names You Can Use Right Now

With this focus in mind, Quick Bites’ product line of filled buns fit this category since busy people can eat their buns with one hand only so they can focus on doing other things instead.

Again, be sure to keep this short. You can add in the details later on in the Target Market section of the business plan.

Every business has a vision no matter how small it is. If you just plan to have a simple bakery up and running, you still have goals to meet. This is how businesses succeed since a mission statement allows owners and staff to be reminded of the direction they’re heading.

An example mission statement for Quick Bites would go like this:

Quick Bites’ mission is to serve a variety of freshly baked bread, particularly buns with different filling, that can satisfy a hungry tummy on the go. Our buns are nutritious and are packed with only real ingredients. No artificial flavors will be used and no preservatives are added. Our bakery is committed to making quick meals that are convenient to eat while working and we ensure that they are also healthy and affordable.

It’s time to get all the details down for your bakery’s concept. Think of it as the longer and more detailed version of your executive summary. This section is quite easy and fun since you can now list everything you’ve planned your bakery to have.

Will you be serving artisanal bread? How about puff pastries? Will you be including cakes? Will you also be offering coffee and tea? Will you be baking on the premises or will you have a commissary located somewhere? What are your operating hours?

All these things are important so list down everything you can think of that discusses what your bakery’s concept is going to be.

Learn more about Jennifer Jacobs.

At this point, you’re probably wondering why you should care about analyzing the baking industry around you when all you want is to just bake your bread and sell them.

Well, let’s put it this way: baking bread might be easy but the selling part may be a little difficult if you don’t know your target market, the bakery business trend in your area, and the competition around you.

Writing down your target market is easy since you already mentioned it above on your Customer Focus section. Just add in more details so you or anyone else who will read this will understand more about which group of people do you cater to.

Include the following in your target market list:

• Working-class or students
• Location (local office workers, neighborhood families, etc.)

To ensure your bakery is going to be a success, analyze the trend surrounding this type of business in the area you’re planning to open this up. For instance, if you’re like Quick Bites whose target market is the working class, then you’ll need to check the area around your planned bakery if this is a place where several offices are located.

You may also include a study on whether or not people like artisanal bread or healthy bread. This can help you check whether your planned menu can sell successfully or not.

For online bakery businesses, you can focus on the factors that people tend to look at when they’re ordering food online. This includes:

• The preferred number of days for pre-orders.
• Delivery times and rates.

You’ll have to come to terms with the fact that you’ll have competition once you open your bakery business. That’s not entirely a bad thing. Having competition can help you analyze the prices for your baked items and it would also draw in interest from other potential customers. The trick here is to be better than the rest and that is why you are doing this business plan so you can succeed when you start selling your items.

If you are putting up a physical store, list down the bakeries surrounding your potential location. If you are an online store, you can also compare other online bakeries in your neighborhood.

You may even do a comparison. Write down the top three business names of your competitors, their strengths, and their weaknesses, and see where your bakery stands out.

Knowing the roles each person plays in your bakery business is important. It sets a clear and distinct understanding so that no arguments will happen in the future regarding their duties. This is particularly helpful when you’re in a business with a partnership so there are specific roles and duties indicated per person.

But even if you’re running the business on your own, it’s still important to write it all down so you’re aware of what else you need to do and if you need to delegate some tasks.

Related Reading: Learn how a Culinary Grad Built a $26k/Month Pastry Shop.

You can divide these into the following:

• Management Team – These are the people who will be running the business, those who will be in charge of sales and marketing, bookkeeping, filing and processing of legal documents, research and implementation, and ordering of supplies.
• Bakers – These will include the people in charge of baking your products.

For a bigger bakery with dine-in capacity, you may include these as well:

• Servers – These will include the people who will prepare the food to serve such as reheating bread or assembling them.
• Baristas – If your bakery is serving coffee, these are the people in charge of working the espresso machine.

However, some bakeries have their servers work as baristas at the same time so it’s important to state this clearly so your employees will know their duties.

• Cashiers – These people are in charge of manning the counter for any purchases.
• Clean-up Crew – These will include people who are responsible for cleaning the tables, dishes, and everything else that you need to sanitize your bakery.

Cake pops are a favorite at bakeries.

This section is the moment you have been waiting for. This is where you’ll place all the products you are going to offer in your bakery. Be it puff pastries, sandwiches, or artisanal bread, just be sure to write them all down. Be specific and indicate the prices as well.

Aside from your product line, you can include other services you wish to offer. Do you do wedding cakes? How about customized cakes? Would you be willing to supply bread to other businesses? Are you open to catering? Putting this all down in this section will help you organize your thoughts so you can put them into action carefully.

A very helpful way to start marketing your bakery is to combine your target market and product line to bring attention to what you’re selling. For Quick Bites, since their target market is for people on the go, they can push how convenient their buns can be eaten while they’re walking on the street. They can also advertise the many flavors of buns they can offer from sweet fillings such as custard or jam to savory ones such as pepperoni, cheese, or vegetables.

Social media is also a great way to market your business. By putting up nicely photographed images of your bread and knowing the right trending hashtags to use, you can capture a huge number of followers.

But if there’s one marketing plan that’s overlooked by many, it’s taking advantage of the sense of smell. Freshly baked bread is pleasing to the senses and can entice customers to check out what you’re baking. So if you have a physical store, use the delicious smell of your baked bread by letting it waft out into the streets to lure passersby. You’ll be surprised just how fast people will flock to your bakery when you allow the scent of your baked goods to fill them.

Red rose cupcakes.

We’re now on to the nitty-gritty part of the business plan. This includes where you’re going to get the money to fund your bakery and forecast the expenses and possible profit you’re going to make. Why is this important? It’s so that you’ll know early on if the concept, product line, and proposed services you’re going to offer in your bakery is profitable or not.

Keep in mind that you don’t really need a lot of money at all if you’re just starting your bakery business. As previous guest on the podcast Jennifer Jacobs explained , she spent the first few years operating a home-based bakery business. Jennifer operated her business for years while holding down a full-time job, before opening the doors to her first retail space. This is the path she recommends for other food entrepreneurs too.

The only thing you need to focus on this section is to ask yourself, where are you going to get the money to start your bakery? Whether it is a small online business wherein you’re the only one who will be doing the baking and selling, or it’s a big bakery with dine-in options and lots of staff, you have to be clear where to get the capital for all of this.

Getting a loan from the bank or inviting investors are a few options you can choose. This is also the reason why you’re making this business plan to convince them to give you a loan or to join in funding your bakery.

Bakery Food Truck.

You will need to list down all your planned expenses for your bakery. For a simple online bakery business, this includes:

• Refrigerator
• Packaging Materials
• Ingredients (flour, sugar, salt, butter, etc.)

If you are planning to open a physical store with dine-in options, you’ll also have to include these:

• Store signage
• Bread display rack
• Point-of-sale system
• Chairs and tables
• Trays, plates, and cutlery
• Espresso machine

You’ll also need to spend on your advertising materials whether these are in social media or print. The bottom line is, listing down all your proposed expenses can help you forecast the amount of money you need to start your bakery. According to professional bakers we interviewed for this piece, starting up a bakery costs $100,000 and $750,000. With these numbers, you can then set up a budget and start looking around for affordable equipment for your bakery.

Aside from your expenses, you’ll also need to do a break-even analysis so you know if you’ll be able to receive any profit from your proposed product line and services.

Attention Bakery Founders: Download our Food Business Startup Kit for Startup Templates

Writing all your plans down is one thing but to set up a timeline for your operations is another. This sets the gears in motion for when you plan to execute your business.

Do a simple timeline following this example:

Date Plan [Insert Date Here] – Finalize the design and layout of the bakery and secure all rental documents such as permits and business registration.[Insert Date Here] – Start construction.[Insert Date Here] – Hiring and training of staff. You may also start advertising your bakery’s products and opening date.[Insert Date Here] – Start operations for the bakery.[Insert Date Here] – Achieve goals and reach break-even.

This is an example of a physical bakery store. For online bakeries, your timeline should be shorter and simpler.

This section is where most of your documentation to back up your business plan is included. You can also add photos of your bakery’s layout, your proposed design packages, and payroll plans.

Here are templates and real bakery business plan examples you can use as inspiration to setup your own business structure. These are available for download in PowerPoint, Google Docs, and PDF files.

• Bakery Business Plan PowerPoint  
• Bakery Business Plan Google Docs 
• Bakery Business Plan PDF
• If you are planning to open a physical store, be sure to delegate tasks. It’s fun to be hands-on with everything going around your bakery but you can’t manage the counter and be the baker at the same time. So appoint specific people for different roles but also have them multitask so you don’t hire too many people.
• Plan your menu accordingly. You do not want to bake a lot of bread and let them go to waste at the end of the day. Study the foot traffic around your area as well as your possible bestselling item. For instance, if Mondays are the busiest, then maybe you can double up on your recipes for a certain bread that everyone seems to like best. But you can slow it down on Tuesdays and focus on other items instead.

Don’t be intimidated in starting up your bakery and making this business plan. The point of the business plan is that it’s supposed to help you go through the finer details of your bakery. If the whole bakery business plan seems too complex for you then you just failed in understanding the purpose of it. It has to be easy to read and understand because it will serve as your guide.

Where are you planning to open your bakery? We’re just as excited as you are for this new adventure and look forward to hearing about the plans you put in place. Don’t forget to sign up for our free Food Business Startup Kit for exclusive interviews with bakery founders.

Want to start your own food business?

Hey! 👋I’m Brett Lindenberg, the founder of Food Truck Empire.

We interview successful founders and share the stories behind their food trucks, restaurants, food and beverage brands. By sharing these stories, I want to help others get started.

If you liked this story, sign up for our newsletter that includes our food business startup kit and most popular interviews sent straight to your inbox.

Know someone interesting that should be interviewed on the website? Tell us about them here. 

About the Author: Brett Lindenberg

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Small Bakery Business Plan PDF [With FREE Sample Inside!]

Starting a bakery?

Developing a solid business plan is essential, but crafting one can be daunting and time-consuming.

This in-depth guide breaks down exactly:

• what to include in your plan
• providing a downloadable template
• real examples , and
• tips to get your bakery up and running smoothly.

Table of Contents

Key Sections of a Small Bakery Business Plan

Creating a solid business plan is crucial when starting a bakery.

This plan outlines every component required to establish and grow your business.

Here are the key sections to include in your small bakery business plan:

Section 1: Executive Summary

The executive summary is a brief overview of your entire business plan. It highlights the key points of each section.

Though it comes first, it’s easiest to write this after completing the rest of the plan.

Keep it short and compelling. The executive summary should capture readers’ attention and make them want to learn more about your bakery.

Section 2: Company Description

This section provides background on your bakery company. Include details like:

Business name and address:

• Example Bakery Name: Sweet Treats Bakery
• Address: 123 Main St, Cleveland, OH 44102

Type of business entity:

• Sweet Treats Bakery will be registered as an LLC (limited liability company) . This provides personal liability protection for the owners while still allowing pass-through taxation.

Mission statement and business philosophy:

• “Sweet Treats Bakery aims to spread joy throughout Cleveland by providing fresh, artisanal baked goods made with quality, local ingredients. We believe in giving back to the community and operating an ethical, sustainable business.”

Short background on founders:

• Sweet Treats Bakery was founded by Amanda Smith, a Cleveland native with 10 years of experience working in artisanal bakeries in France and Italy. She is a graduate of the Culinary Institute of America and is passionate about bringing authentic French and Italian baking techniques to her hometown. Amanda will serve as head baker and manage daily operations.

Section 3: Products and Services

Detail the products and services you will provide. For a bakery, this includes:

Types of baked goods:

• Breads – Sourdough, baguettes, focaccia, milk bread, brioche, etc. Breads range from $3 – $7 per loaf.
• Pastries – Croissants, danishes, muffins, scones, cinnamon rolls, etc. Pastries range from $2 – $5 each.
• Cakes – Carrot cake, chocolate cake, red velvet cake, lemon cake, etc. 6-inch cakes are $35 and serve 6 people. 8-inch cakes are $45 and serve 10 people.
• Pies – Apple pie, pumpkin pie, pecan pie, key lime pie, etc. 9-inch pies are $25 each.
• Cookies – Chocolate chip, oatmeal raisin, peanut butter, sugar, etc. Cookies are $2 each or $15 per dozen.

Ingredients used:

• We source flour, eggs, milk, butter, and produce from local farms within 50 miles of our bakery. Our chocolate, nuts, spices, and other specialty ingredients are sourced from small-batch suppliers around the world.

Baking methods:

• All items are baked from scratch onsite daily using classic techniques. Our bread involve long fermentation and traditional oven hearth baking for artisanal quality.

Custom baking options:

• We provide specialty cakes and desserts for weddings, birthdays, celebrations, and corporate events. Customers can choose designs, flavors, and decorations.

Additional offerings:

• We serve Intelligentsia coffee, Harney & Sons tea, local kombucha, and craft soda. Customers can enjoy baked goods onsite or takeaway.

Section 4: Market Analysis

Thorough market research is required to assess the viability of a bakery. This section outlines:

Customer demographics and target market:

• Cleveland has a population of 400,000 with a median age of 35. Our target demographic is middle and upper-middle-income adults aged 25-50.

Competitor analysis:

• There are 5 existing bakeries in our target market area in Cleveland. Our differentiators are a specialty in French/Italian technique, locally sourced ingredients, and elegant cafe ambiance.

Market size and trends:

• The bakery industry has average annual sales of $3 billion nationwide. Sales are projected to grow steadily at 2% per year over the next 5 years.

Industry outlook and growth projections:

• Artisanal bakeries represent 15% of the overall bakery market but are the fastest-growing segment, increasing at 6% per year. Industry profit margins average around 12%.

Section 5: Marketing Plan & Sales Plan

The marketing and sales plan outlines how you will promote your bakery and attract customers. Cover your:

Branding strategy:

• Create a warm, nostalgic brand identity with a custom logo, packaging, and slogan: “Taste the Love in Every Bite”.

Pricing structure:

• Use premium pricing for high-quality ingredients but offer seasonal promotions.

Advertising methods:

• Website and SEO – Hire a web developer to optimize the site for local SEO terms like “Cleveland bakery”.
• Social media – Post photos of products and offer deals on Instagram and Facebook. Run targeted ads.
• Print ads – Place ads in local magazines and newspapers highlighting the grand opening.

Retail strategy:

• Sell products online for pickup and delivery within 20 miles. Partner with 3-5 local cafes to supply baked goods wholesale.

Section 6: Operations Plan

This section details the day-to-day running of your bakery. Include information on:

Business location and facility requirements:

• We will lease a 2,000 sq ft retail space in downtown Cleveland. It requires commercial ovens, ventilation, a 3-compartment sink, a grease trap, an ADA bathroom, and parking for 10 cars.

Production equipment needs:

• Major equipment needed includes 2 deck ovens ($15K each), a 20-qt mixer ($5K), a dough sheeter ($3K), a proofing chamber ($2K), plus small wares.

Suppliers and supply chain:

• Flour from City Flour Mill (2x weekly deliveries), eggs and dairy from Farmer’s Coop (weekly), and specialty ingredients from online suppliers like Valhrona Chocolate.

Operating schedule and staffing requirements:

• Open Tuesday to Sunday, 7 am – 7 pm. Closed Mondays. Staffing requires 2 bakers, 3 counter servers, 1 dishwasher, and the owner as head baker and manager.

Licenses and permits required:

• General business license, food handler licenses for all staff, health department kitchen permit, fire department safety permit.

Section 7: Management and Organization

Provide details on your management team and organizational structure.

• Key personnel and owners
• Staff positions
• Professional advisors – accountants, lawyers, etc.
• Organizational hierarchy

Section 8: Financial Plan & Projections

The financial plan is incredibly important for securing funding and managing ongoing finances. Cover:

Startup costs:

• Estimated startup costs are $65,000, including:
• Lease deposit: $10,000
• Renovations: $15,000
• Equipment: $25,000
• Initial ingredients/packaging: $5,000
• Licenses & permits: $2,000
• Marketing materials: $3,000
• Initial insurance: $2,000
• Contingency fund: $3,000

Funding sources:

• We will invest $20,000 in personal savings and seek a small business loan for $40,000.

Cash flow projections:

• In Year 1 we estimate monthly revenues of $30,000 and expenses of $22,000, resulting in $8,000 in positive cash flow.

Revenue forecasts:

• Annual revenue is projected to be $360,000 in Year 1, growing to $550,000 by Year 3.

Profit and loss projections:

• Net profit is projected at 15% of revenue per year after expenses. This equates to a $54,000 profit in Year 1.

Section 9: Appendix

The appendix includes any supporting documents that provide further insight into your business. This can include:

• Photos of products, store location, etc.
• Key personnel resume s
• Market research data
• Legal documents – leases, contracts
• Letters of support from suppliers etc.

Download the Small Bakery Business Plan PDF

A sample PDF business plan is a great way to get started on your plan. You can download a free template here:

This professionally formatted PDF includes sample text, helpful tips, and space to input your details. Use it as a guide for structuring and preparing your plan.

Full Business Plan Example: Sweet Treats Bakery Business Plan

Executive summary.

Sweet Treats Bakery is a new bakery starting in Cleveland, OH aiming to be the leading provider of high-end baked goods in the area.

Amanda Smith, a graduate of the Culinary Institute of America, will leverage her 10 years of experience in top bakeries to introduce authentic French and Italian baking to Cleveland.

Sweet Treats will differentiate with artisanal quality, locally sourced premium ingredients, and elegant café seating. Products include breads, pastries, cakes, pies, and cookies ranging from $2-$45. Startup costs total $65,000 funded through loans and personal savings.

Revenue is projected at $360,000 in Year 1 with a positive cash flow of $8,000/month. Sweet Treats will change the bakery landscape in Cleveland through quality and service.

Company Description

Sweet Treats Bakery will be registered as an LLC located at 123 Main St, Cleveland, OH 44102. Our mission is to spread joy in Cleveland by providing fresh, artisanal baked goods made with quality, local ingredients.

We believe in giving back to the community and operating an ethical, sustainable business. The bakery is founded by Amanda Smith, a graduate of the Culinary Institute of America who brings 10 years of experience in bakeries in France and Italy.

Her expertise in traditional French and Italian baking techniques sets Sweet Treats apart. Amanda will serve as head baker and oversee all operations.

Products and Services

Sweet Treats Bakery provides a wide selection of baked goods freshly prepared onsite daily. Our offerings include:

• Breads – Sourdough, baguettes, focaccia, etc. Breads range from $3 – $7 per loaf.
• Pastries – Croissants, danishes, muffins, scones, etc. Pastries are $2 – $5 each.
• Cakes – Carrot cake, chocolate cake, red velvet cake, etc. Cakes range from $35 – $45.
• Pies – Apple pie, pumpkin pie, pecan pie, etc. Pies are $25 each.
• Cookies – Chocolate chip, oatmeal, peanut butter, etc. Cookies are $2 each or $15 per dozen.

We source flour, eggs, milk, and produce from local farms within 50 miles. Our chocolate, nuts, and spices come from small-batch suppliers around the world.

Custom cakes and desserts are made to order for special events. The bakery serves Intelligentsia coffee, Harney & Sons tea, local kombucha, and craft soda. Customers can enjoy items onsite or takeaway.

Market Analysis

Cleveland has a population of 400,000 with a median age of 35. Our target is middle and upper-middle-income adults aged 25-50.

The bakery industry sees $3 billion in annual sales nationwide, growing at 2% per year. Artisanal bakeries represent 15% of the market but are the fastest growing at 6% per year with 12% profit margins.

Cleveland has 5 competing bakeries currently. Our differentiators are specialty French/Italian techniques, quality ingredients, and elegant café.

Marketing Plan

Sweet Treats will focus on the following marketing strategies:

• Branding – Logo, packaging, and slogan to match our nostalgic, craft positioning.
• Pricing – Premium prices for high-quality with seasonal promotions.
• Web presence – Optimized website and SEO to drive local traffic.
• Social media – Instagram and Facebook for photos, deals, and paid ads.
• Print ads – Local magazines and newspapers for the grand opening.
• Retail – Online ordering for pickup/delivery within 20 miles. Wholesale supply to 3-5 local cafes.

Operations Plan

Sweet Treats will lease a 2,000 sq ft space in downtown Cleveland. Buildout will require commercial ovens, ventilation, a 3-compartment sink, a grease trap, an ADA bathroom, and parking for 10 cars.

Major equipment includes 2 deck ovens, a 20-qt mixer, a dough sheeter, and a proofing chamber. Flour, eggs, and dairy will be sourced from local farms while specialty ingredients come from national suppliers.

The bakery will be open Tuesday to Sunday from 7 a.m. to 7 p.m. and closed on Mondays. Staffing requires 2 bakers, 3 counter servers, a dishwasher, and the owner as head baker/manager.

Required licenses and permits include a general business license, food handler license, health department kitchen permit, and fire department safety permit.

Management & Organization

Amanda Smith, founder and head baker, will oversee all bakery operations. An assistant baker will be brought on as demand grows.

A social media manager will handle digital marketing and content. Accounting and legal needs will be outsourced.

Financial Plan & Projections

Estimated startup costs total $65,000 including lease deposit, renovations, equipment, ingredients, marketing, licenses, insurance, and contingency. We will invest $20,000 in personal funds and seek a small business loan for $40,000.

Year 1 revenue is projected at $360,000. With expenses of $22,000/month, this results in a positive monthly cash flow of $8,000. Net profit is expected at 15% of revenue. Revenue is forecast to grow to $550,000 by Year 3.

Short Sample Small Bakery Business Plans

Reviewing plans from existing bakeries can provide inspiration and insight. Here are two sample plans for small bakeries:

Example 1: Sally’s Sweet Treats Bakery

Sally’s Sweet Treats is a new bakery in suburban Cleveland, Ohio aiming to be the top specialty cake provider in the region.

Their plan highlights expansion goals to open multiple locations in the coming years.

It includes franchising as a strategy for growth and leveraging corporate partnerships for ongoing revenue.

Example 2: RJ’s Artisan Baked Goods

RJ’s Artisan Baked Goods is a startup bakery launching in Portland, Oregon.

Their plan focuses on leveraging the booming artisanal food scene in Portland.

It emphasizes high-quality, locally sourced ingredients and scratch baking methods.

They have a specialization in artfully decorated wedding cakes.

We also have…

Coffee Shop Business Plan Sample & PDF Fast Food Restaurant Business Plan PDF Clothing Brand Business Plan Sample

Next Steps After Completing Your Small Bakery Business Plan

Once your business plan is complete, follow these next steps:

• Review the plan with a small business advisor, accountant, or lawyer to get professional feedback.
• Begin establishing your brand identity – logo, packaging, and marketing materials.
• Research locations and assess options to secure a commercial kitchen and retail space.
• Apply for required licenses and permits.
• Seek startup funding through loans or investors if needed.
• Connect with suppliers for ingredients, packaging, and equipment.
• Start hiring staff and training.
• Plan your grand opening!

FAQs On Small Bakery Business Plan PDF

How do i write a small bakery business plan.

To write a small bakery business plan, outline your concept, products, target market, operations, marketing, and financial projections. Cover costs, funding, timeline, and goals.

What Is the Average Profit of a Small Bakery?

The average profit margin for a small bakery is 5-10%. Factors are ingredient and labor costs, pricing, sales volume, and efficiency.

How Much Money Should I Have to Start a Bakery?

You’ll likely need $50,000-$100,000 to start a bakery, covering equipment, ingredients, labor, rent, licenses, insurance, marketing. Savings and loans help.

What Are the Monthly Expenses for a Bakery?

Monthly bakery expenses include rent, payroll, ingredients, utilities, insurance, maintenance, packaging, marketing, accounting and legal fees.

What Mistakes Do Startup Bakeries Make?

Common bakery startup mistakes are undercapitalization, no market research, poor location, overly ambitious menu, lack of business experience, and inadequate marketing.

Rahul is a former medical student turned business blogger who founded NamesPilot to share his passion for entrepreneurship. After successfully launching several online ventures, he now runs his blog full-time, providing tips and insights to help others build their own businesses.

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A business plan for "Kopinoy"

The essence of coffee as a satisfying drink that most people are looking for, considering that Filipinos consume about 21,600,000 cups of coffee a day according to Nestlé’s consumer marketing division, drove the owners to start a new coffee shop business, “Kopinoy”. The name, “Kopinoy”, is a combination of the word ‘coffee’, the primary product of the business, and ‘Pinoy’, the mainstream term used in referring to Filipinos, will be a newly established coffee shop that will put up a new way of making coffee and will provide a different and enjoyable customer service experience.

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