[YOUR COMPANY NAME]
BUSINESS PLAN
[YOUR NAME]
[YOUR TITLE]
[YOUR ADDRESS]
[YOUR ADDRESS 2]
[YOUR CITY], [YOUR STATE/PROVINCE] [YOUR ZIP/POSTAL CODE] [COUNTRY]
[YOUR PHONE NUMBER]
[YOUREMAIL@https://www.doczj.com/doc/fb14620828.html,]
[YOUR WEBSITE ADDRESS]
[DATE]
Table of Contents
Statement of Confidentiality & Non-Disclosure3 Executive Summary4 Business Description4 Products and Services4 The Market4 Competition5 Operations5 Management Team6 Risk/Opportunity6 Financial Summary6 Capital Requirements7 1. Business Description9 1.1 Industry Overview9 1.2 Company Description9 1.3 History and Current Status10 1.4 Goals and Objectives10 1.5 Critical Success Factors10 1.6 Company Ownership11
1.7 Exit Strategy11
2. Products / Services12 2.1 Product/Service Description12 2.2 Unique Features or Proprietary Aspects of Product/Service13 2.3 Research and Development14 2.4 Production14
2.5 New and Follow-on Products/Services15
3. The Market16 3.1 Industry Analysis16 3.2 Market Analysis18
3.3 Competitor Analysis20
4. Marketing Strategies and Sales23 4.1 Introduction23 4.2 Market Segmentation Strategy23 4.3 Targeting Strategy23 4.4 Positioning Strategy24 4.5 Product/Service Strategy24 4.6 Pricing Strategy25 4.7 Distribution Channels26 4.8 Promotion and Advertising Strategy26 4.9 Sales Strategy27
4.10 Sales Forecasts28
5. Development29 5.1 Development Strategy29 5.2 Development Timeline29 5.3 Development Expenses29
6. Management30 6.1 Company Organization30 6.2 Management Team30 6.3 Management Structure and Style31 6.4 Ownership31
6.5 Board of [Advisors OR Directors]32
7. Operations33 7.1 Operations Strategy33 7.2 Scope of Operations33 7.3 Ongoing Operations33 7.4 Location33 7.5 Personnel35 7.6 Production35 7.7 Operations Expenses36 7.8 Legal Environment36 7.9 Inventory37 7.10 Suppliers37
7.11 Credit Policies37
8. Financials39 8.1 Start-up Funds40 8.2 Financial History and Analysis (current businesses only)40 8.3 Current Financial Position (current, takeover or franchise businesses only)40 8.4 Operating Forecast41 8.5 Break-Even Analysis41 8.6 Balance Sheet42 8.7 Income Statement42
8.8 Cash Flow42
9. [Offering OR Funding Request]43 9.1 Offer43 9.2 Capital Requirements43 9.3 Risk/Opportunity43 9.4 Valuation of Business44
9.5 Exit Strategy44
10. Refining the Plan45 10.1 For Raising Capital45
10.2 Refine According to Type of Business45
11. Appendix47
Statement of Confidentiality & Non-Disclosure
This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature.
The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent.
[YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia.
BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT.
Executive Summary
The executive summary will provide readers and potential investors a brief yet dynamic description of the key components of the business plan. To make sure it is clear and comprehensive, it is often the last section to be written. A first-time reader should be able to read the summary by itself and know what your business is all about. The summary should stand-alone and should not refer to other parts of your business plan.
The summary, between one to three pages in length, will motivate readers to continue reading the remainder of the business plan in more detail.
The summary should include the following subsections:
Business Description
Provide a brief description of your company. The opening paragraphs should introduce what you do and where. From this section, the investor must be convinced of the uniqueness of the business and gain a clear idea of the market in which the company will operate. The legal form of the business such as LLC, S-Corporation, C-Corporation, Partnership, or Proprietorship should be stated as well as the objectives of the business via a mission statement that clearly states the business' purpose and values. Include a vision statement as well as where you see the business in five to ten years. Be sure to answer the following questions that are usually asked by potential investors:
?What form of business are you in?
?What type of business is it (e.g. manufacturing, consulting, reselling, services)?
?Is it a new business, a takeover, a franchise?
?What is your product or service?
Products and Services
This should include a very brief overview and description of your products and services, with emphasis on distinguishing features. Be sure to answer the following questions that are usually asked by potential investors:
?How will the products be made or the services performed?
?What will they do for the customers/clients?
?What is different about the product or service your business is offering?
?What value do you add to your product?
?What is it that separates your company from the rest of the pack?
?Is your product or technology proprietary, patented, copyrighted?
The Market
Provide a brief description of the market you will be competing in. Here you will define your market, how large it is, and how much of the market share you expect to capture. It is important to reference credible sources and include the name of your source(s) of information along with a date. Indicate how you will market the products/services and which channels will be used to deliver your products/services to your target market(s) (i.e. website, direct sales force, Value Added Resellers, channel partners, etc…). Be sure to answer the following questions that are usually asked by potential investors:
?What are the key drivers, trends, and influences in the market?
?To whom do you market your products and services?
?How will you educate your customers to buy from you?
?Who is your target market?
Competition
It is important to show the reader that you have investigated the competition. Identify the direct and indirect competitors, with analysis of their pricing and promotional strategies, as well as an assessment of their competitive advantage. Based on this analysis, you can identify key obstacles for your business, the additional services you might offer, competitive challenges, as well as opportunities ahead. Briefly describe the competitive outlook and dynamics of the relevant market in which you will operate. Be sure
to answer the following questions that are usually asked by potential investors:
?Is your service better, faster, cheaper and if so why?
?Is your advantage a temporary “window” and are there steps you can take to protect your position?
?What have you learned from the competition? From their advertising?
?How is their business currently? Steady? Increasing? Decreasing?
You may also wish to include the following table:
Main Competitors
Operations
Operations is defined as the processes used to deliver your products and services to the marketplace and can include manufacturing, transportation, logistics, travel, printing, consulting, after-sales service, and so on. This section should briefly outline how you will implement all of the above and include a brief description of the organizational structure and the expense and capital requirements for operation. Be
sure to answer the following questions that are usually asked by potential investors:
?Are your staffing requirements on par with the rest of the industry, is your pay and benefits package appropriate?
?Have you considered the possibility of a unionized staff?
?Have you contacted suppliers and distributors and decided which you will choose?
?Do you have insurance? If so, does it provide adequate coverage?
?Have you prepared a contingency plan if some difficulties should occur?
?What facilities and equipment do you require? How much does they cost?
?What inventory will you have on hand? Where will you keep it?
Management Team
The quality of a company’s management team is one of the best predictors of success, thus investors will look very closely at the individuals who will be managing the company. The ideal scenario is that senior managers have previously started and successfully managed companies in the same business. If your management team cannot show this kind of background, you should emphasize the previous relevant experiences of the team. Mention past experience, education, positions held and milestones achieved. Be sure to answer the following questions that are usually asked by potential investors: ?Can the current management team reach the desired goals set by the business?
?What about the future needs of management, will you hire new team members? What if a member of your management team leaves?
?What is the chain of command?
?Why did your current management leave their previous position?
?What will be the main duties of each individual member of management?
Risk/Opportunity
Risks are a part of any business, especially a new one. In this section, it is important to show potential investors and loan officers you have taken into consideration the risk involved with starting or expanding your venture. Illustrate the market, pricing, product, and management risks as well as how you plan to overcome these risks.
Convey to the investor that the company and product/service truly fills an unmet need in the marketplace. Describe and quantify the opportunity and where you fit. Explain why you are in business along with the reasons why you will be able to take advantage of this opportunity. Be sure to answer the following questions that are usually asked by potential investors:
?Have you considered all the possible risks involved?
?Does your business have a contingency plan in place for all of the risks mentioned?
?What makes this opportunity unique?
?What are the financial risks for your business? How will these risks be minimized?
?What is the worst-case scenario? How will your business handle it?
Financial Summary
The financial section of the business plan will help you and potential investors (or loan officers) estimate how much money will be required and how much profit and sales will be generated. This process will force you to think through the various scenarios that may arise through the course of business and the respective responses to each. Be sure to answer the following questions that are usually asked by potential investors:
?Have you stated your break-even point?
?What are the potential problems you are certain your business will face and what are the solutions to these problems?
?Are the balance sheet and income statement completed for five years?
This table should include a recap of your income statement:
This table should include a summary of your balance sheet:
Financial Summary
Capital Requirements
Clearly state the capital needed to start or expand your business. You should have a very clear idea of how much money you will need to operate your business for the first full year. If possible, summarize how much money has been invested in the business to date and how it is being used. Describe why you need the funds and why the opportunity is exciting. Keep in mind that one of the most common causes of new business failures is under-capitalization. Investors and loan officers want to know when they will get their money back, so be sure to explain how and when they will recoup their investment or when you will repay the loan. If the loan for initial capital will be based on security instead of equity, you should also specify the source of collateral. The following tables are useful to portray the sources and uses of funds:
Source of funds:
Use of funds:
Executive Summary checklist:
?Does your Executive Summary capture the essence of your business plan?
?Does your Summary sell your distinctive competence for executing the plan?
?Does it sell your strategy for success?
?Does it stand-alone from your business plan (without reference to the business plan)?
?Is your Summary short, clear and exciting? Does it make the reader want to dive into the complete plan for more details?
?Do you cover all of the main elements of your plan (Business Description, Products and Services, The Market, Competition, Operations, Management Team, Risk/Opportunity, Financial Summary and Capital Requirements)
1. Business Description
The business description is a brief (one or two page) description of the company you have founded or are about to found. This section will be broken down into subsections and should give your reader a good idea of where you are, how you have gotten there and where you foresee your business in the future.
Answer the following questions in one or two paragraphs:
?What is the name of your company? Where is it located?
?Will it be a sole proprietorship, partnership, or corporation?
?Does your company currently exist, or will it be forming?
?What is your current stage? (Idea stage, start-up, expansion, etc.)
?Has the product been tested, lease signed, suppliers arranged, staff hired, etc.?
?How will it be organized?
?What is the size of the company? (Sales volume, number of employees, size of facilities, etc.) ?Why should an investor put money in your hands?
?To whom do you market your products? What is your target market?
?What changes do you foresee in your industry, and how will your company respond to them? The Business description should include the following subsections:
1.1 Industry Overview
Often neglected in many business plans, an industry overview will provide potential investors or loan officers information on the industry that you are entering or already have a stake in. The industry overview should begin with the current situation of the industry and the future of the industry. Where possible, provide information on all the markets in the industry, including the positive or negative affect new products and developments will have on your particular business. When writing this section it is very important to state or footnote the source of any information and data you have used. Investors and loan officers will want to know how reliable and accurate the information you have provided really is.
1.2 Company Description
Start with the legal name of your business and state the legal form such as LLC, S-Corporation, C-Corporation, Partnership, or Proprietorship. State whether the business is a new business, expanding business, or a takeover of an existing business. Next, explain the actual business you are in, this will include describing the manufacturing of any product, provision and delivery of any service, and so on. State where your primary office will be located as well as any other facility that your business will operate in and then explain the reasons for that specific location. Give the actual size of each office and/or facility and along with a description of how each will be used and the duration in number of years these facilities will be adequate for operating the business (i.e. number of years used for amortization of their cost).
If your company uses any controlled substances in the manufacturing process or delivery of service be sure to list them along with the jurisdiction of the government agency associated with them. Be sure to indicate that you have obtained the necessary permits/licenses and what are the agencies that regulate them.
Mission Statement
Your mission statement is a short inspirational statement of the vision and goals you have for your company. Be sure that your mission statement is concise, content rich, and that it excites your readers. Your mission statement should address, but is not limited, to the following elements:
?Nature and philosophy of the company
?Quality, price, service, customer relationships, management style, employee relations
?Corporate culture, image
?Social and community image
?Growth and profitability goals
1.3 History and Current Status
Summarize the history and current status of your company. If your company is just forming, clearly explain how you came up with the idea to start your business and how you and your partners have met.
If your business is already in operation, state how long you have been in business. Do you have anything to say about previous owners, successes, failures, lessons learned, reputation in community or sales and profit history? Discuss significant past problems and how you survived them.
1.4 Goals and Objectives
In this section, explain in simple terms the objective of your business in a single paragraph. Express your company's objectives by answering the following questions:
?What are your plans for the future of the business?
?What are your ambitions for the company?
?Are you developing growth strategies? If so, how fast do you think you will grow?
?Do you plan to increase production, diversify, or eventually sell the business?
?Explain your short- and long-term goals for the company.
?What are your time frames for reaching different goals?
1.5 Critical Success Factors
Separate from the Goals and Objectives section, the critical success factors identify what needs to be in place or managed in order to accomplish the objectives. Questions to address are:
?What factors will make this business a success?
?What are the internal and external elements that have an immediate and direct impact on your business? How are you prepared to deal with them or make them happen?
?What are your major competitive strengths?
?If you are asking for funding, go on to explain how the new capital will help you successfully meet your upcoming challenges.
1.6 Company Ownership
This section will identify the owners of the business and should address the following: ?Who are the owners? How much of the shares do they own?
?Who are the people in the management team?
?List the name of the individual and the position held
?Describe the owners' plan for succession. Who takes over after you retire?
Use the following table to clearly show how the ownership will be broken down:
Ownership of Company
1.7 Exit Strategy
This is where you explain to investors how they will get their money back, what you are anticipating they will recover in excess of their investment and in what time frame. Possible exit strategies can include: ?The sale or merger of your company
? A management buyout
?An IPO or private placement
2. Products / Services
This section is a detailed description of the products and/or services you will be selling or providing. Since the reader may not be familiar with your product/service, make sure to explain and describe it carefully. Begin to sell your idea by generating some excitement about it. Be honest about capabilities. When potential investors have finished learning about your product or service, they should be enthusiastic about reading the marketing and financial details of your venture.
Try to describe the benefits of your goods and services from a customers' perspective.
Make sure to include technical specifications, drawings, photos, sales brochures, and other items that you deem appropriate in the appendix.
In a few paragraphs, answer the following questions:
?What exactly is your product or service?
?What marketplace needs does your product address?
?Who will purchase it?
?How will your product or service benefit the customer? What are its features?
?How does your product work or how is the service used?
?Which after-sales services are provided? (e.g. delivery, warranty, support, follow-up, or refund policy)
?What proprietary rights do you have to the product/service? Patents, copyrights, trade secrets, non-compete agreements? Other proprietary knowledge or skills?
?What is your pricing strategy?
?What are the sales price, cost, and profit margin for each product line?
?Which products/services are in demand?
?What are your current sales?
?What are the boundaries of your business?
?Are there other vendors involved and if so who and where do they fit?
?What is included in the product's bill of materials? (Major components only)
?Are there any current/potential component supply problems?
The Products/Services section should include the following subsections:
2.1 Product/Service Description
Begin by stating your [YOUR COMPANY NAME] and the product or service you provide. List all
products/services in order of highest to lowest sales or importance of product line. If possible, try to refer potential investors and loan officers to patents, diagrams, product displays, or other supporting material. For each product/service, describe the main features and benefits. State at what stage of growth your product/service is in [introductory, growth, maturity] and when you initially developed your product/service. When possible, provide a historical summary of product developments, introductions, and improvements up to the time of the business plan in a table.
Existing Products
?How is your product different from the competition? Compare capabilities, strengths/weaknesses, and characteristics of your product to that of competitors.
?Are your products currently up to date? If not, how and when do you plan to update them?
?Include the sales price, costs and profit margin for each product line
?Who are your current customers?
Description of the Products
?General concepts
?Specific features
?The cost and labor of production methods
?In what stage of development are the products?
?Product liability considerations?
?What is your pricing strategy?
Description of the Services
?What are the services offered?
?What is your pricing strategy?
?What is unique about your service?
?Does your service create a competitive advantage?
Stage of Development
Briefly describe the current status of your product or service:
?Where is the product in its lifecycle (early, growing, mature, declining)?
?Is it ready for the market, or is it in development?
?What obstacles remain?
?What is the timeframe for introducing these products to the market?
?How up-to-date are your products? Address potential obsolescence or losses of market share.
?Has your product been tested / evaluated and if so, where, when and what were the results.
2.2 Unique Features or Proprietary Aspects of Product/Service
In this section you will show how your product or service is unique. Explain the unique value-added characteristics of your product line or service and how these value-added characteristics will in turn give your business a competitive advantage.
Begin by stating why your business is unique (e.g. patent, secret ingredient, new production process, unmatched know-how). Explain how the competition may provide a similar product/service but provide the reasons why your business is able to differentiate itself in the market.
Be sure to give the details on any patents you have applied for, been granted, or been licensed. Provide a summary of the patent in the appendix. Point out your lead product/service and demonstrate how it addresses customer needs and benefits.
2.3 Research and Development
If your business is big enough to have either a Research and Development department or employee, specify the people in charge and their major objectives. List what your Research and Development has accomplished in the past such as innovative products/services. Account for what has been spent in the past year in percentage of revenue or actual dollar amount. If there are any plans for the future, give the percentage of revenue or dollar amount that will be allocated and the duration of the plan.
Selecting a product/service from idea to market can be a difficult task. It is a good idea to have criteria in place for deciding which product/service to move forward with. These criteria may include but are not limited to:
?Relatively low investment requirements
?Positive return on investment
?Feasibility of development and execution
?Uniqueness in the market
?Relatively low risk
?Timeliness of results
2.4 Production
This section will give more details on how your product/service is manufactured or delivered. To better assist you in writing this particular section, a product-oriented approach and a service-oriented approach are provided.
Product
There are a number of things to address when your business is product oriented. First, state if your product(s) is manufactured in-house or assembled in-house from various vendors, then list the raw materials, sub assemblies, or components used for your product. Identify where you purchase your materials or any manufacturers you may use for sub assembly.
List the critical factors in the production of your product.
Specify and explain capital equipment, material, and labor requirements. Are the above items readily available? Do you have multiple supply sources? List inventory requirements, quality, and technical specifications, and hazardous materials.
Service
Service-oriented businesses will address issues in a different manner. Anyone operating a service-oriented business will state if his or her service is provided by internal staff or subcontracted to field consultants. If there are procedures for delivering the service it will be described in this section.
List the critical factors for the delivery of service.
Specify if there will be a particular service level that has to be maintained and how you will maintain these levels.
2.5 New and Follow-on Products/Services
As your business expands, there will come a time to launch new products and services. If you already have new products in mind, point them out in this section. Specify whether they will be an extension of an existing product or completely new products. Your plan should include when and how you will launch the product/service (e.g. at major trade shows, industry events, through free samples, contests, etc.). Provide a target introduction date for the product/service.
Future Products
?Are there plans for future or next generation products? If so, what and when?
?Are these new products included in your revenue and cost projections?
Market Comparison
In one or two paragraphs, position your new product or service in its marketplace:
?Who are your principal competitors?
?What are their products?
?Why is your product/service superior and how is it different?
?What is unique about your product/service?
3. The Market
The success of many new ventures is often determined by how well they have prepared this section of the business plan. The section itself should be broken down into subsections for industry analysis, market analysis, and competitor analysis. To properly write this section of the business plan, conducting or gathering market research is very important. It is for this reason that we have supplied a short segment on Market Research before the subsections.
Why do market research?
Every business can benefit from doing market research to ensure it is where it wants to be. Use the business planning process as your opportunity to uncover data and question your marketing efforts. Rest assured it will benefit your business in the future and is time well spent.
There are two types of market research: primary and secondary.
Primary market research involves collecting your own data. Some examples of primary research include using the Internet and yellow pages to identify your local, national, and global competition. Conducting surveys, group interviews, and focus groups to learn more about potential consumers and niches for your particular business. Paying for professional research could be hard for anyone starting a new business. However, there are a number of books on the market, which can show small business owners how to conduct effective research by themselves.
Secondary market research involves using published information such as industry profiles, trade journals, newspapers, demographic profiles, magazines, census data, and books. This type of information is available from public libraries, industry associations, chambers of commerce, vendors who sell to your industry, business information centers, government departments, and agencies.
The Market section should include the following subsections:
3.1 Industry Analysis
The industry analysis subsection should objectively describe the industry in which you will compete. The government and suppliers of equipment for your industry are great sources of information. Use the Internet to research stats and reports. When completed with this section, potential investors and loan officers should understand the dynamics, problems, and opportunities driving your industry.
Try to find answers to the following questions:
?How is your industry defined? What is its NAIC (North American Industry Classification) code?
?How is the industry segmented? How are the segments defined?
?What are current trends and important developments?
?Who are the largest and most important players?
?What problems is the industry experiencing?
?What national and international events are influencing this industry?
?What are growth forecasts?
?What is the total estimated industry sales (i.e. current, 5-year, 10-year outlook)
?Are there any general industry standards, benchmarks and performance requirements
General Information
?Economic sector, service sector, manufacturing methods, distribution channels
?Particular type of industry (e.g. Manufacturing, Consumer Goods, Retail, Technology, Life sciences, Transportation, etc.)
?Industry structure
?Level of competition, dominant players, presence of conglomerates, noticeable past failures, noticeable new entries
Size, Growth Rate, Trends, Drivers of the Industry
?Rate of expansion. How does it compare to GNP growth?
?How your specific sector might be different
?Predicted trends and the strategic opportunities they offer
?Major industry trends, fashion and fads
?Changes of use of product
Sensitivity to Economic Cycles & Seasonality
?How will national and international trends affect your business?
?How will local industry affect your situation?
?How will seasonal variations in business affect your cash flow?
?Demand cycles
Legal, Political and Economical Factors
?Present and future laws as well as policies affecting your business
?Presence of government agencies and regulating bodies
?Corporate tax shelters
?Government spending
?Political climate (e.g. stable, war setting, etc.) and stability of government
?How can local and national regulation affect your business? (Inspection standards, wage and tax changes, etc.)
Sociocultural Factors
?Lifestyle and sociocultural changes
?Environmental concerns
?Change in use of disposable income
?Living conditions (amenities, utilities, pollution)
Technological Factors
?Breakthrough technologies or processes, technologies under development
?Rate of technological innovation
?Relative cost of technology, research and development
?Industry dependence on technological factors, impact of technological innovation
?Energy use
Finance Norms & Patterns
?Terms with vendors, customers, the capital market
?Standard markup of products
?Inventory par levels
?Profit expectations, etc.
3.2 Market Analysis
In your market analysis subsection, you have to describe the specific market in which you will be competing. Your market will probably be smaller than the entire industry defined above. Much of the research you do for this subsection will be to talk with experts in the marketplace, potential customers, competitors, sales representatives, wholesalers, distributors, and retailers. A thorough research of the market is the most important part in the development of a business plan. As well, it will help to isolate a target market and the behaviors and habits of the people within this market to better understand customer needs and expectations.
If it is a locally based business, you need to evaluate the demand for your product/service within a specific radius, based on what you determine is a reasonable distance from your business. If it is a web-based business or a business that relies on both the Internet and local traffic for revenues, you will need to evaluate demand on a local, national, international, basis. Be sure to identify any voids in the market which are currently not served, and which you presumably will fill. A research report from sites such as Forrester Research can cost hundreds to thousands of dollars. However, you may be able to get some basic information simply by using the Internet and its many search engines and directories.
Market Segmentation and Target Market
Identify and segment the customers in your marketplace. The research you conduct for this subsection will be with customers and potential customers. It is imperative that you do sufficient customer research to convince potential investors (and yourself) that there is an unmet need in the marketplace. The description will be completely different depending on whether you sell to other businesses or directly to consumers. If you sell a consumer product, but sell it through a channel of distributors, wholesalers and retailers, then you must carefully analyze both the end user and the middlemen businesses to which you sell.
You may well have more than one customer group. Identify the most important groups. Then, for each consumer group, construct a Market Segment profile with the following breakdown:
Demographics
?Age, income range, sex, occupations, marital status, family size, ethnic groups, education, sophistication, home or auto owner, etc.
Geographics
?Area served → neighborhood, city, region
?Density → urban, suburban, rural
?Nature of the location → downtown, business, shopping, residential
?Transportation →how can customers and employees access the store (walk, drive, public transportation)?
Lifestyle
?Family status (single, newly married couple, full nest I, full nest II, etc.)
?Hobbies, sports, entertainment interests
?Television, radio, magazines, and other media preferences
?Political and other organization affiliation
Psychographics
?Status seeking or trend setting?
?Socially or environmentally conscious?
?Free spending or conservative?
?Practical or fun seeking?
Buying Factors and Sensitivity
?Price, quality, brand name, service
?Special product features, advertising, packaging
?Location, store design, ambiance, sanitation
?Nature or quantity of other customers
Market Size and Trends
Begin by stating the market you are competing in, how big it is in terms of a dollar amount and your source/date of information. Next, state any future trends you believe will occur in the market and your reasoning behind your beliefs. This can be achieved by listing the primary or secondary research you have performed. Once again, be sure to reference any source of information you have used to show potential investors and loan officers you have done your homework. Some common questions this section should address:
?How big is the target market?
?How fast is it growing?
?Where is the market heading?
?What economic and social factors will be influencing the market?
?How will the market’s needs be chang ing and why?
Market Needs
Define any current needs in the market and how your product or service will fulfill those needs.
Market Growth
Gathering information on historical development and growth will aid in assessing potential market opportunities for the future. Business success is determined by not only recognizing what "today's" customers want, but also what "tomorrow’s" customers will need. Try to identify the future makeup of the market you are entering and state whether the market will be growing or maturing in the short and long run.
?Will the price of your product increase/decrease in the future?
?How fast is it the market growing?
?What is the stage of development of the market? (Growth, maturation, decline)
?How is the market affected by the state of the economy?
BUSINESS PLAN TEMPLATE BUSINESS PLAN [My Company] 123 Main Street Anytown, USA 10000 123-4567 [Your Name] [DATE]
TABLE OF CONTENTS Executive Summary (1) Management (2) [Company] History (5) [Product/Service] Description (7) Objectives (9) Competitors (10) Competitive Advantages (11) Innovation (13) Pricing (14) Specific Markets (15) Growth Strategy (16) Market Size and Share (17) Targeting New Markets (18) Location (19) Manufacturing Plan (20) Research & Development (21) Historical Financial Data (22) Proforma Financial Data (23) Proforma Balance Sheet (26) Cost Control (27) Effects of Loan or Investment (28) Attachments (29)
Executive Summary [My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions: [Startup, growth] opportunities exist in [Product/Service]. The need for use of efficient distribution and financial methods in these overlooked markets. [I/We] have several customers who are willing to place large [orders,contracts] within the next three months. Several other prospective [customers/clients] have expressed serious interest in doing business within six months. [I/We] previously owned a company that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study. The basic components of this plan are:
商业计划书英文的例文 商业计划书是一份全方位的项目计划，其主要意图是递交给投资商，以便于他们能对企业或项目做出评判，从而使企业获得融资。现在的经济时代是经济全球化，国内外合作十分频繁，国内很多企业都获得了国外投资机构投资。争取国外机构进行投资，撰写一份英文的商业计划书自然十分必要，为您推荐的商业计划书英文的例文，供您参考! 英文商业计划书【1】 Inapplyingforastudentvisaandintheprocess,oftenwillbeaskedto writeastudyplan(studyplan), manyforeignfriendsoftennotclearstudyplanandpersonalstatemen t(personalstatement)differenceandstyleofwriting,theauthorha slongbeenengagedinstudentwriting,duetothebinationoftheirown experience,introducethelearningprogramthewritingofthebook. Generallythestudyplancanbesubmittedtofallintotwocategories, bothtotheembassyforvisa,orapplyforadmissiontotheschoolisbyt he. Toapplyforschoolprogramsfromtheessenceandthepersonalstateme
ntisthesametypeofinstruments,abouttheschoolapplicationcateg orylearningplancanrefertoapersonalstatementofthearticle,thi sarticlemainlyintroducesthesubmissionoftheembassyvisawithas tudyplan. EuropeandtheUnitedStates,especiallyimmigrantsfromcountries, suchasAustralia,NewZealand,Canadaandothercountriesforintern ationalstudentvisatimeareoftenaskedtoprovidelearningplan,le arningthroughplantoconvincethevisaofficertoknowyourbackgrou nd, choosetostudyprofessionalmotivationalconditions,selecttheco untryforforeignstudents,andaclearfuturestudyscle,occupation purposeandreason,auditsofyourothermaterialstodecidewhethert osendyouthevisastudyingabroad,solearningplanisakeydocument. Ingeneral,thelearningplanneedstoincludethefollowingcontents : 1si-mp-ledescriptionsoftheirlearningexperience,professional backgroundandworkingexperience;
英语商业计划书（Business Plan） 第一讲：概述 第二讲：现状分析 第三讲：目标确定 第四讲：组织结构 第五讲：产品分析 第六讲：市场分析 第七讲：市场策略 第八讲：生产分析 第九讲：财务分析 第十讲：附件 第一讲：概述(executive summary) 概述是整个商业计划的第一部分，相当于整个商业计划的浓缩，使整个商业计划的精华所在。一般将概述放在最后书写，页数应控制在2页以内。 概述应包括的基本内容有： 企业的宗旨，例如： In 2007, ABC Corporation was created to... Now, ABC Corporation is at a point where… 背景介绍，例如： For many years people have… The condition of the industry today is such that… 产品或服务及市场竞争情况，例如： We have just completed the development of S30 – a novel and proprietary construction tool Compared to competitive products, our s30 can… 企业目标，例如： Our objective, at this time, is to propel the company into a prominent market position. We feel that within 5 years ABC Corporation will be in a suitable condition for further expansion, an initial public offering or profitable acquisition. T o accomplish this goal we… 管理团队和管理组织，例如 Our management team consists of 5 men and women Whose backgrounds consist of 10 years of marketing with… 市场策略，例如：
首先普及一下，近年来很多融资活动都会提到“BP”两个英文单词，以前我们叫商业计划书，现在叫BP，其实就是商业计划书英文“Business Plan”的首字母简写。同时在融资的时候，还会出现一个必不可少的PPT，也就是展示商业计划书核心内容的幻灯片。 那么，一个好的BP应该由哪些部分组成呢？今天就给大家分享完整、通用的商业计划书模版。 第一章公司介绍 第一章一般讲的是公司的基本情况，包括成立的时间、原因、研发技术、产品是什么，以及公司的愿景、核心文化是什么。 第二章技术与服务 一、技术描述及技术持有 主要描述你所做项目的要用到的核心技术，如果是服务业，那就大致讲一下你的服务流程，或。 二、服务介绍 此处讲你的产品到底是什么，能够解决什么问题或者提供怎样的服务，以及达到的效果。 三、服务的保障 这个部分一般人不会注意，但如果做好了这一点，投资人就会对你的项目更有信心，因为这个其实就已经涉及到风险管控的问题了。 第三章市场分析 一、市场发展趋势及总量 针对你的产品或服务，科学地分析对应市场发展现状以及发展趋势，并做出项目的市场价值评估预测。 二、目前公司产品市场状况 用数据说明你的产品已经在市场投放的情况以及效果。 三、行业政策 这个行业，是否属于国家鼓励类行业，此处可简要带过。 第四章管理团队 一、人员构成 你的团队，也就是你的创始团队，是由哪些具体的人组成的，包括他们是自然人还是公司、年龄结构、从业经验、擅长领域等信心。可以用头像+表格的形式进行体现，这样会更加直观。 二、组织结构 涉及到公司的内部运营，组织架构是必须要设立的，结构必须完整，也同时必须与自身项目紧密相连，不能把别的公司组织机构照搬过来。当然，由于项目创始团队一般在3人左右，所以不可能每一个部门都有专人负责，就会出现成员一人身兼多职，这个也是属于正常情况。 第五章竞争分析 一、竞争对手分析 在制作项目计划书之前，需要全方位了解目前在提供同类产品的企业到底有哪些，以及这些企业的生存现状，产品销售情况，产品在市场的接纳程度等。 二、竞品分析 分析自家产品与市场上同类产品的相同点和区别。包括：质量、价格、功能、便携程度、上手难度等。可用表格进行对比分析。 三、优势分析 在第二条已经对产品做了对比分析，此处可以再详细描述产品的核心优势，比如技术、某一个细节的提升等。 第六章运营模式 其实，说的简单点，这一章节，就是讲你的商业模式。（这也是现在很多投资人最感兴趣的）
英语在线教育平台商业计划书范文 导读：随着K12在线教育的兴起，国内的在线语言教育市场用户数量增长维持在较高的水平。新东方、好未来等传统英语教育行业巨头也顺应潮流，加速布局在线英语教育市场。在政策与资本的支持下，在线英语教育持续升温，逐渐占据我国英语培训市场更多的份额。以下是一份英语在线教育平台商业计划书范文。 1、项目简介： 英语在线教育平台商业计划书 2、团队介绍： CEO 毕业于中国传媒大学传播学专业，曾在4A 广告公司盛世长城担任客户群总监，之后到好未来教育平台担任市场总监，负责客户开发。对于教育行业的痛点了解深刻，且十分擅长精准营销。 教研总监 华东师范大学应用心理学专业，在儿童心理学领域获得多项研究成果，对青少年心理把握十分精准。“英语顶呱呱”前明星讲师，以“课堂气氛轻松、学生进步神速”着称。具备丰富的实际教学经验。 课程设计师 复旦大学外语专业毕业，曾担任MBA班商务英语教师，对多媒体网络化教育模式有较深的认识。后参与天蓝英语APP开发，有移动端课件开发经验。了解并掌握教学设计原理及方法。
3、痛点分析： 缺乏互动性： 在线授课很难替代线下的面授感，互动效果大打折扣，学生学习的主动性变差。 内容生产难： 在线课程制作周期长，生产效率低下，生成之后的课程内容单一、灵活性不强。 师生关系割裂： 在线课程单纯内容传递，不能有效嫁接教学服务，无法建立师生粘性。 缺乏评价标准： 线下与线上授课，课堂内外教学缺乏一致性评价标准，老师的教学成果无法得到有效的验证。
4、解决方案： 多场景、混合式智慧教学云平台： 支持多种授课场景，包括微课教学、直播教学、双师课堂、一对一辅导、线下互动教学，满足全场景教学需求。 引进优质教材： 引进并同步国际学校原版教材，匹配分级阅读材料。使孩子足不出户就能享受到国际学校的教育资源。 独创手势教学法： 老师在教学过程中，将身体动作与口头语言通过手语的方式相融合，更好地激发孩子对学习英语的兴趣。 一对一助教服务： 专业助教团队，辅助外教工作。每个家长都有一名一对一助教，及时响应家长的需求。为孩子定期测评，巩固学习内容，强化学习效果，调整课程进度。 5、市场概况： 根据速途研究院的数据显示，自2014年起至2016年底在线语言教育市场规模增加100多亿元，预计2017年在线语言教育市场规模将增长至364亿元，增长率为%;而到了2018年，其市场规模将突破450亿元。在语言教育市场中，以英语教育最为火爆，为满足市场需求，各类在线英语教育平台不断崛起。
商业计划书英文范本 商业计划书的英文版的范本有哪些呢?下面是出guo为大家的：商业计划书英文范本，欢迎大家参阅，更多资讯尽在策划书栏目! [My Company] 123 Main Street Anytown, USA 10000 123-4567 [Your Name] [DATE] Executive Summary 1 Management 1 [Company] History 1 [Product/Service] Description 1 Objectives 1 Competitors 1 Competitive Advantages 1 Innovation 1 Pricing 1 Specific Markets 1 Growth Strategy 1 Market Size and Share 1 Targeting New Markets 1
Location 1 Manufacturing Plan 1 Research & Development 1 Historical Financial Data 1 Proforma Financial Data 1 Proforma Balance Sheet 1 Cost Control 1 Effects of Loan or Investment 1 Attachments 1 [My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions: [Startup, growth] opportunities exist in [Product/Service]. The need for use of efficient distribution and financial methods in these overlooked markets. [I/We] have several customers who are willing to place large [orders,contracts] within the next three months. Several other prospective [customers/clients] have expressed serious interest in doing business within six months. [I/We] previously owned a pany that was active in the widget markets. Over the past few years I spent much time
计划书英文 篇一：计划书英文 商业计划书 businessplan中国西部美国城 chinawesternamericantown四川省环福投资有限公司sichuancirclefocusinvestmentco.ltd20XX.08目录 contents 一、背景介绍 backgroundinformation 二、市场需求及政策支持marketdemandandgovernmentalsupports 三、地理位置和区位优势geographicpositionandlocationadvantages 四、开发计划 developmentplan 五、投资概算、收益预测investmentandprofit 六、项目业主和项目运营公司 一、背景介绍 i.backgroundinformation“中国西部美国城”落户于成都双流现代商贸集中发展区，位于成都双流东升镇，总占
地面积1139亩(约187.94英亩)，是四川省最大的综合商业地产开发项目之一。其主要建设 项目是“美国产品展示和交易中心”以及星级酒店、高尚住宅区、商业中心、学校、医院等， 总投资约25亿人民币（约3亿5千万美圆），分数期投入完成建设。中国西部美国城的建设宗旨是：建立一套没有中间商的直接行销通路，让美国产品能够 大量进入中国市场，增加美国出口额，增加美国公民就业机会，减少中美贸易逆差。在中国 境内设立的美展中心，其作用在维护中国消费者的权益，让中国消费者可以使用物美价廉的 美国产品之外，并可享有美国式的产品售后服务。theobjectiveofcwatistobuildadirectmarketingplatformwithoutmiddlemen，whichwillhelpalargenumberofamericanproductsenterintochinesemarket，increaseamericanexportvolume，increaseemploymentopportunity foramericancitizensandnarrowsino-ustradedeficit.theapeecsetupinchina istoprotecttherightsandinterestsofchineseconsumers，allowchineseconsumers topurchasequalityamericanproductsatareasonableprice.besides,chinese consumerscanenjoyamericanhigh-qualityafter-salesservices.中国西部美国城将引进美国政府的州办事处及州展馆，促使中美双方人民在商贸、投资、
商业计划书模版2篇 Business plan template 汇报人：JinTai College
商业计划书模版2篇 前言：策划书是对某个未来的活动或者事件进行策划，是目标规划的文字书及实现目标的指路灯。撰写策划书就是用现有的知识开发想象力，在可以得到的资源的现实中最可能最快的达到目标。本文档根据不同类型策划书的书写内容要求展开，具有实践指导意义。便于学习和使用，本文档下载后内容可按需编辑修改及打印。 本文简要目录如下：【下载该文档后使用Word打开，按住键盘Ctrl键且鼠标单击目录内容即可跳转到对应篇章】 1、篇章1：商业计划书模版 2、篇章2：商业计划书模版 篇章1:商业计划书模版 xxx公司（或xxx项目）商业计划书 编号： 日期： （项目公司资料） 地址： 邮政编码： 联系人及职务：
电话： 传真： 网址/电子邮箱： 保密 本商业计划书属商业机密，所有权属于xx公司（或xx 项目持有人）。所涉及的内容和资料只限于已签署投资意向书的投资者使用。收到本计划书后，收件方应即刻确认，并遵守以下的规定： 1、在未取得xx公司（或xx项目持有人）的书面许可前，收件人不得将本计划书之内容 复制、泄露、散布; 2、收件人如无意进行本计划书所述之项目，请按上述地址尽快将本计划书完整退回。 目录 报告目录 第一部分摘要（整个计划的概括） （文字在2页～3页以内）
一、公司简单描述 二、公司的宗旨和目标（市场目标和财务目标） 三、公司目前股权结构 四、已投入的资金及用途 五、公司目前主要产品或服务介绍 六、市场概况和营销策略 七、主要业务部门及业绩简介 八、核心经营团队 九、公司优势说明 十、目前公司为实现目标的增资需求：原因、数量、方式、用途、偿还 十一、融资方案（资金筹措及投资方式） 十二、财务分析 1.财务历史数据（前3年～5年销售汇总、利润、成长） 2.财务预计（后3年～5年） 3.资产负债情况
商业计划书英文范文 篇一：商业计划书提纲写作(中英文) Business Plan Outline - 23 Point Checklist For Success Dave Lavinsky, Contributor If you’re looking for funding for a new or existing business, you need a business plan. Your business plan gives lenders and investors the information they need to determine whether or not they should consider your company. Your business plan outline is the first step in organizing your thoughts. And, when you follow the outline below, you ensure your business plan is in the format that prompts investors and lenders to take action. In the business plan outline below, you will see the ten (10) sections common to business plans, and the twenty-three (23) sub-sections you must complete. Section I – Executive Summary 1 – Executive Summary The Executive Summary is the most important part
本文部分内容来自网络整理所得，本司不为其真实性负责，如有异议或侵权请及时联系，本司将立即予以删除！ == 本文为word格式，下载后可方便编辑修改文字！ == 英文商业计划书 导语：现在的经济时代是经济全球化，国内外合作十分频繁，国内很多企业都获得了国外投资机构投资。争取国外机构进行投资，撰写一份英文的商业计划书自然十分必要，小编为您推荐英文商业计划书，供您参考! 英文商业计划书范文一 table of contents executive summary.......................... management.................................. history........................... description............. objectives.................................. competitors................................ competitive advantages................... innovation.................................. pricing.................................. specific markets.................................. growth strategy....................................
market size and share.......................... targeting new markets....................... location.................................. manufacturing plan................................ research & development...................... historical financial data........................ proforma financial data......................... proforma balance sheet......................... cost control.................................. effects of loan or investment............... attachments.................................. executive summary was formed as a in in , by in response to the following market conditions: opportunities exist in . the need for use of efficient distribution and financial methods in these overlooked markets. have several customers who are willing to place large within the next three months. several other prospective have expressed serious interest in doing business within six months.
商业计划书英文简称2篇 Business plan 汇报人：JinTai College
商业计划书英文简称2篇 前言：本文档根据题材书写内容要求展开，具有实践指导意义，适用于组织或个人。便于学习和使用，本文档下载后内容可按需编辑修改及打印。 本文简要目录如下：【下载该文档后使用Word打开，按住键盘Ctrl键且鼠标单击目录内容即可跳转到对应篇章】 1、篇章1：问：商业计划书英文简称 2、篇章2：商业计划书范文 篇章1:问：商业计划书英文简称 答：BP 短语 撰写商业计划书 Writing a Business Plan 商业计划书撰写 Business Planning 商业计划书模板 BUSINESS PLAN TEMPLATE 篇章2:商业计划书范文【按住Ctrl键点此返回目录】 第一篇：创业商业计划书空气凤梨 目标市场和目标客户:
1.大中型城市的白领 随着城市化发展进程的加速，健康生活，休闲生活的理念被越来越多人广泛接受，越来越多现居住在大中型城市的白领，喜欢对自己的生活工作场所进行装饰， 而此时一盆美丽的盆景正是给他们的生活工作场所增添了一缕亮色，与此同时绿色植物可以减少辐射，增添活性氧离子，对人的身体有着巨大的好处。 2.商务会议，大型活动 商务会议和大型活动场所通常都会摆放绿色植物进行装饰，但是这些活动所需的绿色植物往往只需要一次性使用，而我公司提供的盆景出租，在减少这些会议和活动的成本的同时，也解决了活动举 办方后续处理这些植物的问题。 3.花卉经销商 现如今花卉经销商对销售产品的个性化要求越来越高，而我们的空气凤梨系列的产品具有明显特点，又易养、美观，是经销商不二的选择。 4.大中型酒店
Table of Contents 1.The Route from Concept to Company (2) 1.1.Success factors (2) 1.2.Stages of development (3) 2.The Business Idea (6) 2.1.Developing a business idea (6) 2.2.Elements of a promising business idea (7) 2.3.Protecting your business idea (10) 2.4.Presenting your idea to investors (11) 3.The Business Plan (13) 3.1.Advantages of a business plan (13) 3.2.Characteristics of a successful business plan (13) 3.3.The investor’s point of view (15) 3.4.Tips on preparing a professional business plan (17) 4.Structure and Key Elements of a Business Plan (19) 4.1.Executive summary (19) 4.2.Product or service (21) 4.3.Management team (22) 4.4.Market and competition (24) 4.5.Marketing and sales (27) 4.6.Business system and organization (32) 4.7.Implementation schedule (36) 4.8.Opportunities and risks (38) 4.9.Financial planning and financing (38)
Business plan for the pet market
Miracle Nov－２２－２００９
E X E C U T I V E S U M M A R Y Pets sold on the market today is very large, an increasing number of younger age groups like to keep as pets and to their partners. They not only satisfied with a simple feeding, but also regard them as their parents. Because they have this mentality, the other relevant market came into being and pets - pet grooming, health care and so on. At present, there are already many such institutions abroad; many domestic first-line has also been developed cities, a similar organization, but due to technical reasons, and other aspects of a single national comparison of many of these institutions In developed city markets,there exists a lackage of all-package organization for all kind of pet services.In second line cities,some service organizations for only one kind of pet still have a large market share,but we need a more effective solution to develop market there.For the consideration,our program is to design the market in Nanning,through the program,we can find a more effective way to learn how the pet service market works and how to explore potential business opportunity.
商业计划书模板英 文版 1
BUSINESS PLAN TEMPLATE BUSINESS PLAN [My Company] 123 Main Street Anytown, USA 10000 123-4567 [Your Name] [DATE]
TABLE OF CONTENTS Executive Summary ............................................................................ 错误!未定义书签。Management ....................................................................................... 错误!未定义书签。[Company] History ............................................................................. 错误!未定义书签。[Product/Service] Description ............................................................ 错误!未定义书签。Objectives ........................................................................................... 错误!未定义书签。Competitors ......................................................................................... 错误!未定义书签。Competitive Advantages ..................................................................... 错误!未定义书签。Innovation ........................................................................................... 错误!未定义书签。Pricing ................................................................................................. 错误!未定义书签。Specific Markets ................................................................................. 错误!未定义书签。Growth Strategy .................................................................................. 错误!未定义书签。Market Size and Share ........................................................................ 错误!未定义书签。Targeting New Markets ...................................................................... 错误!未定义书签。Location .............................................................................................. 错误!未定义书签。Manufacturing Plan ............................................................................ 错误!未定义书签。Research & Development ................................................................... 错误!未定义书签。Historical Financial Data .................................................................... 错误!未定义书签。Proforma Financial Data ..................................................................... 错误!未定义书签。Proforma Balance Sheet ..................................................................... 错误!未定义书签。Cost Control ........................................................................................ 错误!未定义书签。Effects of Loan or Investment ............................................................ 错误!未定义书签。Attachments ........................................................................................ 错误!未定义书签。
Business plan for the pet market Miracle Nov－２２－２００９
E X E C U T I V E S U M M A R Y Pets sold on the market today is very large, an increasing number of younger age groups like to keep as pets and to their partners. They not only satisfied with a simple feeding, but also regard them as their parents. Because they have this mentality, the other relevant market came into being and pets - pet grooming, health care and so on. At present, there are already many such institutions abroad; many domestic first-line has also been developed cities, a similar organization, but due to technical reasons, and other aspects of a single national comparison of many of these institutions In developed city markets,there exists a lackage of all-package organization for all kind of pet services.In second line cities,some service organizations for only one kind of pet still have a large market share,but we need a more effective solution to develop market there.For the consideration,our program is to design the market in Nanning,through the program,we can find a more effective way to learn how the pet service market works and how to explore potential business opportunity.