I.
CURRENT SITUATION
BACKGROUND
Elevate Cafe is a small, independent coffee shop located in Digos City, Philippines. Established in 2024,
the business was founded on a passion for specialty coffee and creating a cozy, community-centered
space for students, professionals, and coffee lovers alike. We offer a curated selection of espresso-
based drinks, pour-overs, cold brews, and locally sourced pastries.
Current Business Performance Metrics Sales: Average daily sales of ₱8,500, monthly gross revenue of
approximately ₱255,000. Market Share: Estimated at 8% of the local coffee shop market in Digos City.
Profitability: 22% net profit margin after operational costs.
MISSION
To serve high-quality, ethically sourced coffee while fostering a warm, inclusive community space for
people to connect, work, and relax.
VISION
To become the go-to local coffee destination in Digos City and expand into neighboring cities within
five years.
STRATEGIC OBJECTIVES
Increase daily customer foot traffic by 20% in the next year. Launch a coffee bean retail line by 2026.
Build partnerships with local farmers for direct trade. Open a second branch within three years.
CURRENT POLICIES
Ethical Behavior and Compliance Ensures compliance with local business permits, food safety
regulations, and labor standards. Implements fair wage practices and zero tolerance for
discrimination. Uses ethically sourced, traceable coffee beans.
II. Corporate Governance
Board of Directors and Top Management Since Elevate Café is a one person corporation:
Owner/Manager: Mycho (Owner, Head of Business Development and Operations)
Consultants: Occasional freelance financial and marketing advisors. Defined Roles and
Responsibilities
Owner: Oversees strategic planning, supplier relations, staff management, and financial control.
Baristas: Customer service, beverage preparation, inventory management.
Marketing Consultant (part-time): Social media, promotions, and event coordination
III EXTERNAL ENVIRONMENT
Major Forces Affecting the Business
Economic: Inflation affecting raw material prices and consumer spending.
Political: Local regulations on food safety, permits, and labor laws.
Technological: Growth of delivery apps and online payment systems.
Social: Rising coffee culture among Gen Z and Millennials. Legal: Compliance with food safety
regulations and tax ordinances.
Main Competitors and Their Strategies Chain Coffee Shops (e.g., Bo’s Coffee, Starbucks):
Standardized premium service, brand recognition, loyalty programs.
Other Local Cafés: Focus on niche market appeal, themed interiors, unique menu offerings.
Opportunities and Threats
Opportunities: Growing local café culture, online ordering/delivery expansion, partnerships with local
artisans.
Threats: Economic instability, increasing competition, fluctuating raw material costs.
IV INTERNAL ENVIRONMENT
Strengths
Operations: Efficient workflow, high-quality product; but limited seating and production capacity.
Marketing: Strong social media engagement; but lacks large-scale promotions. Finance: Positive cash
flow and profitability; but limited capital for expansion.
HR: Motivated small team; but limited in-house training programs
. R&D: Experimenting with seasonal drinks and pastries; no formal product development system.
Internal Processes and Resources Streamlined inventory and supplier management.
Efficient daily operations and customer service protocols.
Weaknesses
Limited data analytics on customer preferences.
Alignment with Strategic Goals Employees are motivated and understand the mission.
Systems in place support daily operations but need upgrades for scalability.
V. ANALYSIS OF STRATEGIC FACTORS
Elevate Cafe pratices and implemented critical success factors consistent product quality, strong
customer relationships, effective social media presence and unique, comfortable ambiance.
Existing Strategy Focus differentiation strategy: offering high-quality, specialty coffee and a
personalized café experience distinct from mass-market chains.
Gaps Between Current Capabilities and Strategic Goals Gap in Financial Resources: Limited funds for
branch expansion and equipment upgrades.
Gap in Market Reach: Heavy reliance on physical store sales and limited delivery channels.
Gap in Capacity: Seating limitations hinder peak-time sales.
