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BiD Grade Plans
Author
Participant
  • The full business plan documents have been submitted for assessment.

  • The plan application has been submitted for assessment.

 
Business established

2

Tea Tree Lodge and Museum - the place to watch primates and elephants

Tea Tree Lodge, Museum and Canopy Walk - gateway to the diverse wildlife and rich culture of the most visited region in Uganda!

The Tea Tree Lodge and Museum will be strategically located on a tea farm and private forest next to Kibale National Park with easy access to four other national wildlife parks. Tooro’s attractions include the Rwenzori Mountains, a World Heritage Site, Queen Elizabeth Park, crater lakes, hot springs, waterfalls and caves. The region’s wildlife includes elephants, buffalo, hippo, leopard, crocodiles, birds, butterflies, and primates.

Facts

Legal status business
Formally registered
Year of establishment

1955

Sales (US$)
Two years ago: 90,000
Last year: 120,000
This year (forecast): 128,000
Year 2 (forecast): 130,000
Year 3 (forecast): 135,000
Net profit after tax (US$)
Two years ago: 25,000
Last year: 30,000
This year (forecast): 36,000
Year 2 (forecast): 38,000
Year 3 (forecast): 45,000
Total number of Employees
Two years ago: 250
Last year: 240
This year (forecast): 235
Year 2 (forecast): 240
Year 3 (forecast): 270

Finance needed

Finance needed for fixed assets (buying of machines, buildings, ...) 700,000
Finance needed for working capital (salaries, stock, rental, leasing, transport, ...) 100,000
Total finance needed (US$) 800,000

How do you expect this to be financed? Please note: the total amount mentioned here should be equal to the total finance needed at the previous question.

Own Contribution in cash 100,000
Loans (debt) 200,000
Share capital that you seek from investors (equity) 400,000
Other sources 100,000
Total finance needed (US$) 800,000

The Business

What is your product/service?

Currently, Nyakairu Tea Estate produces tea which it supplies to a factory for processing and export. The Estate, which also owns a private forest next to Kibale National Park is diversifying into ecotourism. This new venture will offer a lodge and museum. It will offer good accommodation on a tea farm and wilderness setting in a tropical forest, outdoor activities, nature, wildilfe, community, educational, cultural, agri and ethical tourism.

What customer need/problem do your products/services satisfy?

Mid-priced value for money accommodation - much needed in this most visited region of Uganda, one-stop shop to attractions in the region, exciting activities, community development and environmental protection.

How will you make the product/service?

The lodge is designed by a reputable firm to conform to global environmental construction criteria, the museum's artifacts are collected with Ensi women's community based organization, tours are developed with other tourism stakeholders in the region, a forest canopy walk will be the first in Uganda. Part of the profits go to fund for environmental protection and development projects priotised by the community. Tourists invited to give to fund.

Explain how you will sell your product/service (marketing strategy) and how you will reach your customers (distribution strategy)?

The product will be sold through tour operators, the Internet, tourism fairs, travel magazines and directories, specialty magazines e.g. birdwatchers, nature tourists and Google Earth. A customer relationship management database will be used for targeted marketing. In the region, travel agents for international organizations and embassies, and places frequented by foreign residents and high income individuals e.g. hotels, restaurants, museums.

To whom are you selling, what is your market?

Foreign visitors - currently make up around 90% of visitors to wildlife parks in Uganda

Foreign residents in East Africa - working in embassies and international organizations - particularly for week-end visits

High income East Africans - an increasing tourism market

Corporations - for retreats - particularly those focusing on environmental and community development issues.

Educational institutions

Describe your competitors?

Around 15 hotels, lodges and guest houses in Tooro. Most offer either very costly accommodation or very basic facilities - there is a gap for mid-priced value for money accommodation.

There is no local museum in the area showing the interesting history and culture of the region.

There is no good facility that offers a one-stop shop to visitors who want to visit all the attractions in the region.

There is no forest canopy walk in Uganda.

What makes your business different/better than your competitors (competitive advantage)?

Cultural aspects - museum not offered by competitors, no other lodge on a tea farm setting, ownership of private forest means tourists can see wildlife without paying high park fees, better marketing experience

What makes your business, your product or service innovative?

Innovative marketing including virtual tours, online bookings and sales, customer relationship marketing databases, and contribution of GPS data so that lodge, museum and parks available on GPS maps used by tour operators and visitors.

Network of foreign and local partners for environmental protection, marketing, and community development and providing total packages to the whole region.

Physical and nline museum a first in region

How will you ensure the growth of your business?

Good marketing to retain clients and target new clients

Quality innovative service that is unique

Regular reviews to enhance features, products and services based on feedback and emerging trends

Training and capacity building of staff and local community partners to improve level of service, efficiency and effectiveness

Community and environment initiatives to develop region, enhance local goodwill and attract ethical tourists.

The Entrepreneur & Management

Describe the entrepreneur & management

Nyakairu Estate has been in operation since 1955. Its main focus has been tea growing but its shareholders' other business and professional competencies include those in the hospitality area, notably, a successful restaurant in Kampala, art and craft shop in Germany and online, marketing Africa in Germany, and a keen interest and knowledge of region's history and culture. The Estate works closely with Ensi women's community based organization.

What specifically makes you and (if relevant) your management team most qualified to build this business?

Long entrepreunerial experience spanning over 50 years

Qualifications and extensive experience in hotel management and restaurant business

Extremely good knowledge of the region - its wildlife, history and culture

Good marketing experience

Extremely wide network of local, national and international partners on all aspects of the venture

How much time do/will you expect to spend per week in the business?

A core management team including the hotel and museum managaer and tour operations manager and their staff will spend 100% of their time in the business. The marketing manager will spend 14 hours a week.

Development

How does your business improve the local living standards (social and environmental)?

The new ecotourism business will
- directly employ at least 30 people from the local community plus those employed during the construction phase.

- use local suppliers for building materials, food suppliers and maintenance of the buildings, vehicles, etc.

- set up a fund for environmental protection and community development projects e.g. education, health, water and sanitation facilties etc.

- offer internships and work experience

2 comments

SWFI.

Please check out the Sovereign Wealth Fund Initiative as an option for accessing investment funding the website is:
www.swfinitiative.org, should you have interest in exploiting this funding option; please revert to me ASAP.

JB.
info(at)iifg-eu.net

22 July 10, 16:42 'James Borgensen' - DISABLED SPAMMER, 22 July 10, 16:42

funding contact

A need for an investor for funding/investment in your country
Please contact me for further details:
jonmaguire.9090@gmail.com
Jon Maguire

26 July 10, 18:12 Jon Maguire - - DISABLED SPAMMER, 26 July 10, 18:12