Business Proposal Lumpia PDF Free

Republic of the Philippines
DEPARTMENT OF EDUCATION
Region IV-A (CALABARZON)
Division of Batangas City
ALANGILAN SENIOR HIGH SCHOOL
Alangilan, Batangas City
A BUSINESS PLAN OF
In Partial Fulfillment of the Requirements in

Entrepreneurship
by:
Aldrick Lance G. Hernandez
Lyka B. Orejudos
Jonathan C. Lambon
Grace Ann Marie T. Marasigan
May Anne Soriano
Wendell B. Salazar
Verna Imperial
Cyrus Merca
Nino Halabas
Mr. Allan Manumbale Aguilar
January 2018
1|Heart of Palm Spring Rolls

“Lumpiang Ubod sa Sarap”
The Logo of the Business

INTRODUCTION
“Food is Life”. That is how the millennial react and perceived on what they
observed every day. As we walk and passed by, different stalls and outlets were
there as they offer various types of foods which in the first glance we were so
excited to try if it is really delicious. Also, social media serves as the medium as
people specifically millenials upload photos and post status that was related to
their food trip. As a result, people eat there and there as eating becomes their
happiness that is necessity in having a meaningful life
As a matter of fact, the primary function of food is to sustain our bodies

and provide us with valuable nutrition. Through thick and thin, food is the one
thing that can bring people together especially in times of need or even cause
new friendship and acquaintance. People deals with everyday problems and
foods are there to ease that pain and relieve from that stress that burden to our
shoulder.
Furthermore, food business considered as one of the booming industry

and good to invest as people are much engage in exploring particularly in the
new dishes and menu that was released by the establishment.
Reminiscing the past, the influence of the Chinese Empire and the trade
that have been occur hundred years ago let their culture and even their traditions
and values presented to the Filipinos. Basically one of those aspects is food in
which various kinds of foods become popular and like by the Filipinos. It includes
the pansit, siopao, lumpiang shanghai, noodles and many more. This signifies
that up to now, in the modern world, Chinese foods were still patronize and
favorable by almost.

Region IV -A Calabarzon is prominent in producing enormous amount of

Coconut hence having a huge number of Coconut trees located in the different
areas of the Region. Definitely, it has been considered as one of the primary
asset which helps in achieving prosperity.
Thus, we would like to formally introduce a heart of palm spring rolls that
was new to everyone. The ingredient was mainly from the trunk of the Coconut
tree which is the white portion called “ubod” and then wrap in lumpia wrapper.
Despite of the numerous competitors offering varieties of foods that are already
established a good relationship in line with the industry of business, we are very
much will to strive and be recognized as a business that will surely be proud of
and approved not just in taste but in all aspects by everyone.

Table of Contents
Title Page 1
Company Logo 2
Introduction 3
Table of Contents 5
I. Project Summary 8
1.1 Name of the Business 8
1.2 Goal of the Business 8
1.3 Location of the Business 8
1.4 Brief Description of Business 9
1.5 Objectives of the Study 9
a. Marketing Aspects 9
b. Management Aspects 9
c. Technical Aspects 10
d. Financial Aspects 10
e. Socio-economic 10
1.6 Scope and Limitation 10
II. Marketing Aspects 11
2.1 Objectives of the study 11
2.2 Market Description 11
2.3 Mission 11
2.4 Vision 12
2.5 Values 12
2.6 Methodology 12

2.7 Marketing Plan 12

2.8 Marketing Strategies 13
` 2.9 Target Market 13
2.16 Advertising Material 14
Business Logo 14
Tarpaulin 14
Special Menu 15
Facebook Page 15
III. Management Aspects 16
3.1 Objectives of the study 16
3.2 Management Description 16
3.3 Process of Securing Licenses and Permits 17
3.4 Forms of Business Organization 17
3.5 Organizational Structure 19
3.6 Duties and Responsibilities of the Personnel 20
3.7 Qualifications of Personnel 22
3.8 Hiring Process and its Requirements 24
3.9 Salary Compensation 25
3.10 Schedule of Salaries 25
IV. Technical Aspects 26
4.2 Technical Description 26
4.3 Main Service 27
4.4 Pictures of Machinery and Equipment 27
4.5 Pictures of furniture and fixtures 27

4.6 Pictures of office supplies 28

V. Financial Aspects 29
5.2 Financial Statement 29
5.3 Projected Sales per Month 30
VI. Socio-economic Aspects 31
6.2 To the Customer 31
6.3 To the Community 31
6.4 To the Government 31
6.5 To the Employees 32
6.6 To the Environment 32

CHAPTER I
PROJECT SUMMARY
1.1 Name of the Business
The name of the proposed business is “Heart of Palm Spring Rolls”. For
us to be acknowledging, the proponents decided to use this name as they want
their customer to discover what they would offer by making them curious and at
the same time to gain their attention and try the product. The name also derived
from the English term of Lumpiang Ubod, “Heart of Palm Spring Rolls” in which
the proponents think that it is most suited name for our business. Also, the
proponents want their product to be known not just in one place but to others
barangay and outside the vicinity of the city.
1.2 Goal of the Business
The primary goal of the business is to earn a good and continuous profit
that would meet the needs and satisfaction of the customer by offering our
delicious product. Aside from that, is to build a strong relationship not just to the
employee but also to the consumer who will be the asset of the business.
Moreover, its goal is to be popular and to franchise business in other nearby city
and get a bite of the product.
1.3 Location of the Business
Heart of Palm Spring Rolls will be located at the Barangay Alangilan,

Batangas City. The main reason for choosing this location is that the place is
known for different commercialized buildings and establishment and it is the site
wherein there are a lot of students are passing nearby. This indicates that more
customers could avail and try our product. Of course it is very accessible to

everyone as it is position where anyone can reach
1.4 Brief Description of the Business
The Heart of Palm Spring Rolls is a partnership business entity which

offers a quality and delicious product in a very convenient price. The purpose of
the business is to help every citizen to relieve from the stress that they have
encounter specifically in school works, office works and many more. It was a
favorable idea of the proponents as they want to cater an innovative way of food
that will surely makes them smile and have fun while eating.
1.5 Objectives of the Study
The primary objective of the proposed business line is to be well known

not just in the location but also in other parts of the city and outside the vicinity of
the city. The business will be going to be successful in the market by nurturing
the following objectives.
A. Marketing Aspect
- To identify the trend or in demand food in the city
- To find out marketing strategy to be utilized to ensure the continuous
profit in the market
- To determine the different policies such as pricing that should be
mandated
B. Management Aspect
- To determine the management that would be suited in terms of food
business
- To determine the type of business organization that would be appropriate
in establishing a company in line with the food business
- To know the roles, responsibility and duties of each employee and

personnel
- To determine the set of requirements and qualifications of each
employee or personnel
- To determine the procedure of hiring new employee
C. Technical Aspect
- To determine the services offered by this proposed business
- To know the equipment and materials to be utilized on the proposed
business.
- To find out and determine how to elevate the current location for the
proposed business
D. Financial Aspect
- To find out the total contribution to be invested in establishing the
proposed business.
- To know the financial requirements of the proposed business
- To assess and evaluate the financial status of the clients.
E. Socio-economic
- To determine the conduciveness the proposed business will contribute to
the world
1.6 Scope and Limitation
The business was undertaken within the vicinity of Batangas City and
residents of Barangay Alangilan in which the probable customer are students and
people who walked in the city. The business is limited in offering menu as the
proponents’ offers variety of menus and delicacies that will compliment to the
product.
10 | H e a r t o f P a l m S p r i n g R o l l s
CHAPTER II
MARKETING ASPECT
- To identify the trend or in demand food in the city
- To find out marketing strategy to be utilized to ensure the continuous
profit in the market
- To determine the different policies such as pricing that should be
mandated
2.2 Marketing Description
Heart of Palm Spring Rolls is partnership where varieties of menu of

lumpiang ubod are being offered to workers, non-workers, students and residents
nearby the business location in Barangay Alangilan, Batangas City.
The proposed business Heart of Palm Spring Rolls assures delicious and
authentic taste in the field of food business. The proponents well researched
about its ingredient and appropriate procedure on how it will be going to perform
and operate a small scale business. . Facilities and materials to be distributed to
the future clients will conform to the laws standards and principles to supply
balanced fair and high quality products.
2.3 Mission
The establishment’s mission is to offers new varieties of food that will ease
their stress and difficulties encountered in daily life and to serve them with a high
standard customer services.
2.4 Vision
Heart of Palm Spring Rolls envisions being the center of food business in
the region that offers a high quality foods and services that innovatively made by
students emerging in line of business.
2.5 Values
Hearts of Palm Spring Rolls believes in high quality products and value
every suggestion of the customer for the improvement of the business. Also, the
trust that our valued customer given to us and of course to our product.
2.6 Methodology
The proponents decided to propose food business to help our fellow

Filipinos to ease the melancholy that they experience and relieve from everyday
struggles. They used interview and observation to know the feasibility of the
product and gather information that would be needed in the marketing.
2.7 Marketing Plan
The proponents come up with the idea that business world is a very
competitive circulation and for an enterprise to be able to become stable in this
world they should overcome challenges or present innovative ideas to sustain
their status and capability to be in line. With this business will need help from the
expert to cope and adopt with the tremendous changes in the society. The
proponents plan to give a high quality food product with an adorable and
delicious taste they will surely miss of.
2.8 Marketing Strategies
The promotion of the proposed business includes brochure poster that will
be distributed to the target market, Facebook page that would be public on
everyone. There will also be tarpaulin displayed outside the store to make the
business more presentable and appealing to the customer. The proponents
believe that establishing good communication with the prospective customer
should with administered and in doing so making use of retaking sites will be a
huge edge in promoting business such as Facebook page, twitter, Instagram and
YouTube.
2.9 Target Market

The target market of the proposed business was the workers, non-
workers, students who passed by in the Barangay Alangilan, Batangas City.
2.10 Advertising Material
Business Logo
Tarpaulin
Special Menu
Facebook Page
CHAPTER III
MANAGEMENT ASPECT

- To determine the management that would be suited in terms of food
business
- To determine the type of business organization that would be appropriate
in establishing a company in line with the food business
- To know the roles, responsibility and duties of each employee and
personnel
- To determine the set of requirements and qualifications of each
employee or personnel
- To determine the procedure of hiring new employee
3.2 Manage Description
Management is the act of getting people together to accomplish denied

goals and objectives using available resources efficiently and effectively.
It encompasses planning, organizing, staffing leading or directing and

controlling an organization (a group of one or more people or entities) or effect
for the proposal in accomplishing a goal. Resourcing comprises the deployment
and manipulation of human resources. It could be from the financial resources,
technological resources and natural resources.
Management consider as the power leader of the business. It is the

source of regulations and decisions in the firm’s matter which guide the
personnel towards achieving goals and adjectives of the business. It is the
responsibility of the management to carefully analyze things and arrive with the
best solutions and alternative solutions. Having a strong and tough management
serves as a motivation for the personnel or employee to work and strive hard and
performs their own duties. It is also the management responsibilities to uplift their
personnel’s moral and develop their skills and capabilities to be of good use for
their improvement of the business.
3.3 Process of Securing License and permits
For the business to legally operate the following requirements should be

met and presented upon the inclusion.
1. Registration of the business none to the department of trade and industry.

2. Application and serving for a majors permit as well as the sanitation
permit.
3. Filling the ancient of co-partnership with the Securities and Exchange
Commission.
4. Official receipt from bureau of internal revenue.
5. Registration to SSS.
6. Registration to Philhealth.
7. Registration to Pag-ibig.
3.4 Form of Business Organization
The business Heart with a Palm Spring Roll Company considered as a

partnership. Partnership is an organization when two or more person binds
themselves to contribute money, property, or industry into a common fund, with
the intention of dividing the profits among themselves, (New Civil Code, Article
1767). It is also an agreement where parties, known as partners agree to
cooperate to advance their mutual interests. The Indian Partnership Act of 1932
defines partnership as the relationship between two people who agree to share
profit and loss of the company.
The business well start with the total capital contribution of one thousand
pesos (Php. 1000.00) in which Aldrick Lance G. Hernandez will serve as the
Administrator of the company with the right overall supervision and management
and the preparation and signing of contract and agreements to be done.
Grace Ann Marie Marasigan is designated and assigned as the Finance

Officer whose duty is to act as Cash custodian of the company and as Finance
Officer does the entire financial planning scheme as well as the investments
schemes of the company. Lyka B. Orejudos and May Anne Soriano will be the
Marketing Officer of the business that will facilitate the marketing strategy and
responsible in the planning and project managing the publication of all publicity
materials to maximize brand promotion and produce marketing campaigns.
3.5 Organizational Structure
PRESIDENT CONSULTANT
Aldrick Lance G. Hernandez Jonathan M. Lambon
FINANCEOFFICER MARKETING OFFICER

Grace Ann Marie IT PROGRAMMER Lyka Orejudos and May
Marasigan Nino Halabas and Anne Soriano
Wendell Salazar
CASHIER
Verna Imperial
and Merca Cyrus
Figure illustrates the type of organizational structure used in Heart of

Palm Spring Rolls Company. The proposed business used a line with staff type
of organizational structure. In this type organization, the power of command
always remains with line executive and staffs structure help’s to identify set of
guidelines for the people directly involved and completing the organization work
this type of structure combines the flow of information from the line structure with
the staff department that service advice and support them.
3.6 Duties and Responsibilities of the Personnel

A. Administrator
Series as the general manager who controls preparation of the business

Oversee all functions related to managing business
Perform managerial function which include planning controlling
organizing staffing
Directing the operation of the business.
Assures the business goals to reach it.
Holds and keeping the records on the operation of the business
Specially screen right people to be hired.
B. Finance officer
Responsible for maintaining accounting, administrative, and personal

service in order
To Meet the legislative requirement and support municipal operation
Reports to the administrator officer and responsible for financial
Payoff, purchasing, and maintaining accounts payable
Must work with financial manager
C. Cashier
Accept cash, check or bankcard for payment complete check and bank
transaction.
Gives change and counts many issues receive the customer
Maintains sufficient accounts of change in cash dower
D. Management consultant
Evaluated and analyze operating procedure so that appropriate

recommendation can provided by the information data from the findings
Solve specific type of problems and organization or solve distress situation
Develop and implement policies structure management totally operation
Organization is the responsibility management consultant the responsible
to assist the client to identify options along with recommendations by
providing supplements resources and implementation of structure.
E. Marketing officer
Serve on sales management public relations advert icing
communications promotion , product development market research
pricing customers service
Deal with many resources that are beyond their especially outside
marketing areas such as production
This creates the need to influence peers achieve goal more than any
company with the offside products and service to prospective clients.
F. IT program
A person that write creative computers tool for artist business man as for
well people with disabilities in which some way makes life easier and less
stressful.
Translate specific action for new or modified computer system application
Or network info specified units or program specification.
G. Staff
Assist with creating flyers

Research implement effective methods to market and deliver service
Assist and help the consultant which activities they are needed.
3.7 Qualification of personnel

Administrator
 Must be a graduate of four years course in business administration
and another related course
 Must possess good moral character
 Must have leadership and skills and is able to handle different
difficulties concerning business
 Must be expert in decision making strategies planning and controlling
business operation.
Finance officer
 Must be a graduate of bachelor science of in accountancy and in a
certified public
Accountant
 Have the skills in controlling budgets, ensuring all financial
regulations and other related financial management activities
 Must possess good moral character.
Cashier
 Must be graduate of a four year course in business management and
other related courses.
 Has knowledge of basic arithmetic.
 Have skills in handling and counting cash and skill in communicating
with public.
 Must possess good moral character
Consultant
 Has a bachelor degree in financial management and related courses.
 Has mature disposition and can work under pressure.
 Good oriented.
 Must be expert in decision making strategy and planning

management and problem solving.
 Must be possessing good moral character.
Marketing Officer
 Must be graduate bachelor degree in marketing and other related

courses.
 Preferably 1-2 years experienced employees specializing in public
relations/ communications, sales and marketing or equivalent.
 With pleasing personality
 Applicants who are fluent in English language and with interpersonal
communication skills.
 Must be age 20 to 30 years old.
 Must be expert in strategic planning marketing advertising and public
relation.
 Must be possessing good moral character.
IT Programmer
 Must be graduate of a four years course in Information Technology

and other related courses.
 Computer and internet story.
 Expert in Trouble Shooting and Program designing.
 Must be of age 20-30 years old.
STAFF
 Must be graduate of a four years course in business management

and other related course.
 Exhibits exceptional professionalism including attire and conduct.
 Must know how to maintain confidentiality of information.

 Able to work effectively with minimal supervision and able to work
independently and on a team.
3.8 Hiring Process and its Requirements

The following are the steps used in selecting personnel.
1. Preliminary Screening Application Blank.
2. Employment Interview
3. Employment Examination.
4. Background Investigation/Reference check.
5. Final Interview.
6. Selection Decision.
7. Physical Examination.
8. Placement on the job.
The proposed business will provide job opening by ads and poster in
municipal and Barangay Hall. There would also be an online advertisement and
brochure. The applicants are required to submit the following documents.
1. Senior High School Diploma
2. Updated Bio-Data /Service Record.
3. Certificate/of training/Seminars/Conference
4. Certificates of Eligibility.
5. Birth Certificate.
6. SSS/Tin.
7. Philhealth
8. Barangay and NBI Clearance.
3.9 Salary Compensation.

The following are the salary plan approved by the Management.
1. The personnel would be given.
2. The personnel would be receiving fringe benefits such as SSS, Philheath
and Pag-Ibig.
3.10 Schedule of Salaries

Staff will be receiving every 15th and 30th day of every month. The
opening of the business is 7:00 am until 8:00pm.
CHAPTER IV
TECHNICAL ASPECT
- To determine the services offered by this proposed business
- To know the equipment and materials to be utilized on the proposed
business.
- To find out and determine how to elevate the current location for the
proposed business
4.2 Technical Description
This aspect of the Study States and identifies whether the product or
goods being offered are at the highest quality for the business for it to be
operated success.
Building
The place or location considered almost perfect and ready to be used as

it will only need a little cleaning and decorations to accommodate the employer,
employees and clients of the business. Also, changes in the interior design that
will be suited to the theme.
The monthly rent of the ten thousand pesos (PHP 10,000).The floor are
the target site has a 4.48 meters frontage and 2.40 meters depth a total floor size
of 42.055qm there is only one comfort room in the office. The business logo and
the name are presented in a signage at front of building. There are also
showcase to clearly see our product.
4.3 Main Service
The service that the business will be offering are to build a good
customer relationship management or able to get the trust and loyalty of their
customer for them to come back and patronize our product.
The following are product Specification:
Customer Relationships Management
 Team building/ Interpersonal relationship

 Resolving management conflicts
 Open for suggestions to improve the product
 Promo
 Giving affordable price for the customer.
4.4 Pictures of Machinery and Equipment

 Printer
 computer
 telephone
 calculator
 electric fan
4.5 Pictures of furniture and fixtures

 desk
 Office chair
 mono blocks chairs
 Waiting tables
 tilling cabinet
 couch or sofa
4.6 Pictures of office supplies

 bond paper
 file folder
 paper clip
 post it role
 stapler
 ballpen
 pencil
 ring blinders
 hole punch
 scissors
 glue
 pressure sensitive tape
 liquid paper
CHAPTER V
Financial Aspect
- To find out the total contribution to be invested in establishing the

proposed business.
- To know the financial requirements of the proposed business
- To assess and evaluate the financial status of the clients.
5.2 Financial Statement
In order to attain the success of the company, financial stability and

capability were ensure as it will signify the total amount or contribution needed to
put up a small scale business. The following shows the division of capital and its
corresponding amount.
Total Capital Php. 25,000

Equipment Php. 3,000
Salary Expenses Php. 4,000
Utilities Expenses Php. 4,000
Rent and Establishment Expenses Php. 5,000
Cost Price Php. 5,000
Tax Expenses Php. 1,000
Legal Costs Php. 500
Food Products Php. 2,000
Total Php. 25, 000
5.3 Projected Sales per month
The price of each lumpiang ubod is Php. 18.00 in which the proponents
estimated that the number or pieces that the product will be sold is 150 pieces
per day. Based from the computation the total outcome for a day is Php.
2,250.00. The stall is open from Monday to Sunday including the holidays so the
sales per month will yield Php. 67, 500.00
CHAPTER VI
Socio- Economic Aspects
To determine the conduciveness the proposed business will contribute to

the world
6.2 To the Customer
The” Heart of Palm Spring Rolls Comapany” is product which is

deodorant we shall offer a good service with a standard quality and affordable
price. Also they will establish a business that provides information that will reach
the satisfaction and fulfillments of the clients and satisfy their business wants and
needs.
6.3 To the Community

The proposed business will generate employment this project will not
only benefit the owners of the business but the society as well by giving
employment to the people in the citizens of Batangas City and this will somehow
the key to relieve from the stress and be full with laughter.
6.4 To the Government

The proposal business will benefit not only the owner but also the
government and the public. All income the business incurs will generally help and
contribute to the much needed of our country’s GNP. The earning of the hired
employees will add income to the government in terms of taxes.
6.5 To the Employers/Employees

It will provide them proper wages, benefits and incentives. These will
enable to improve their economic as well as their society and physical conditions
with the right management the employers can make use of the employee
capabilities for the improvement of the business while the employees can
develop and bring their skills to the extreme to be an asset of the firm. In this way
self-esteem and morale of both parties will be strengthen.
6.6 To the Environment

“Heart of Palm Spring Rolls Company” is an environmental friendly
business. They follow proper waste disposal to help take care of the
Environment. If there are programs that concern the environment they are more
willing to participate to show support in maintaining a green and healthy mother
earth. “Heart of Palm Spring Rolls Company” is service oriented business which
means that there will be nothing they would do to damage the Environment. They
also make sure that all the machines and equipment that they acquire customer’s
low electricity to save energy. The business will follow rules and regulation that
will be mandated by the government in accordance to the conservation and
preservation of natural resources.
Approval Sheet
This business plan entitled “Heart of Palm Spring Rolls”, was prepared
and submitted by Aldrick Lance G. Hernandez, Lyka B. Orejudos, May Anne
Soriano, Grace Ann Marie Marasigan, Jonathan M. Lambon, Wendell B.
Salazar, Verna Imperial, Nino Halabas and Cyrus Merca, in partial fulfillment
of the requirements for the subject of Entrepreneurship, has been examined.
ALLAN M. AGUILAR
Teacher, Entrepreneurship
PANEL OF EXAMINER
Chairman
Date of Oral Examination: January 22, 2018
Accepted and approved in partial fulfilment of the requirements for the

subject Entrepreneurship.

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Republic of the Philippines

In Partial Fulfillment of the Requirements in

Mr. Allan Manumbale Aguilar

1|Heart of Palm Spring Rolls

The Logo of the Business

2|Heart of Palm Spring Rolls

As a matter of fact, the primary function of food is to sustain our bodies

Furthermore, food business considered as one of the booming industry

3|Heart of Palm Spring Rolls

Region IV -A Calabarzon is prominent in producing enormous amount of

4|Heart of Palm Spring Rolls

5|Heart of Palm Spring Rolls

2.7 Marketing Plan 12

6|Heart of Palm Spring Rolls

4.6 Pictures of office supplies 28

7|Heart of Palm Spring Rolls

1.1 Name of the Business

1.2 Goal of the Business

1.3 Location of the Business

Heart of Palm Spring Rolls will be located at the Barangay Alangilan,

8|Heart of Palm Spring Rolls

everyone as it is position where anyone can reach

1.4 Brief Description of the Business

The Heart of Palm Spring Rolls is a partnership business entity which

1.5 Objectives of the Study

The primary objective of the proposed business line is to be well known

9|Heart of Palm Spring Rolls

1.6 Scope and Limitation

2.2 Marketing Description

Heart of Palm Spring Rolls is partnership where varieties of menu of

The proponents decided to propose food business to help our fellow

2.7 Marketing Plan

2.8 Marketing Strategies

2.9 Target Market

2.10 Advertising Material

3.1 Objectives of the Study

3.2 Manage Description

Management is the act of getting people together to accomplish denied

It encompasses planning, organizing, staffing leading or directing and

Management consider as the power leader of the business. It is the

3.3 Process of Securing License and permits

For the business to legally operate the following requirements should be

1. Registration of the business none to the department of trade and industry.

3.4 Form of Business Organization

The business Heart with a Palm Spring Roll Company considered as a

profit and loss of the company.

Grace Ann Marie Marasigan is designated and assigned as the Finance

3.5 Organizational Structure

FINANCEOFFICER MARKETING OFFICER

Figure illustrates the type of organizational structure used in Heart of

the staff department that service advice and support them.

3.6 Duties and Responsibilities of the Personnel

Series as the general manager who controls preparation of the business

Responsible for maintaining accounting, administrative, and personal

Evaluated and analyze operating procedure so that appropriate

Assist with creating flyers

3.7 Qualification of personnel

 Must be expert in decision making strategy and planning