Business-plan-template__全英文商业计划书模板.docx

Business-plan-template__全英文商业计划书模板.docx

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Businessplanforanewbusiness

Thebusinessplanconsistsofanarrativeandseveralfinancialworksheets.Thenarrativetemplateisthekeytothebusinessplan.Itcontainsmorethan150questionsdividedintoseveralsections.Omitanyquestionsthatdonotapplytoyourtypeofbusiness.Whenyouhavefinishedwritingyourfirstdraft,youwillhaveacollectionofsmallessaysonthevariousaspectsofthebusinessplan.Thenextstageistoeditthemintoasmooth-flowingnarrative.

Therealvalueofcreatingabusinessplanisnotinhavingthefinishedplaninyourhand;rather,thevalueliesintheprocessofresearchingandthinkingaboutyourbusinessinasystematicway.Theactofplanninghelpsyoutothinkthingsthroughthoroughly,studyandresearchifyouarenotsureofthefacts,andlookatyourideascritically.Ittakestimenow,butwillhelpavoidcostly,perhapsdisastrous,mistakeslater.

Thisbusinessplanisaspecificmodelsuitableforhigh-techbusinesses.Beforeyoubegin,lookatthe1stsectionTailoringtheplan.Ithastipsforfine-tuningyourplantomakeaneffectivepresentationtoinvestors.Ifthisiswhyyou’recreatingyourplan,payparticularattentiontoyourwritingstyle.Youwillbejudgedbythequalityandappearanceofyourworkaswellasbyyourideas.

Ittypicallytakesseveralweekstocompleteagoodplan.Mostofthattimeisspentinresearchingandrevisingyourideasandassumptions.Butthisisthevalueoftheprocess.Somaketimetodothejobproperly.Thosewhodosoneverregrettheeffort.Andfinally,besuretokeepdetailednotesonyoursourcesofinformationandontheassumptionsunderlyingyourfinancialdata.

Tailoringtheplan

Thegenericbusinessplanpresentedshouldbemodifiedtosuityourspecifictypeofbusinessandtheaudienceforwhichtheplaniswritten.

Forraisingcapital

Forinvestors

Investorshaveadifferentperspective.Theyarelookingfordramaticgrowth,andtheyexpecttoshareintherewards:

oFundsneededshort-term

oFundsneededintwotofiveyears’time

oHowthecompanywillusethefunds,andwhatthiswillaccomplishforgrowth

oEstimatedreturnoninvestment

oExitstrategyforinvestors（buyback,saleorIPO）

oProportionofownershipthatyouwillgiveuptoinvestors

oMilestonesorconditionsthatyouwillaccept

oFinancialreportingtobeprovided

oInvolvementofinvestorsontheboardorinmanagement

Fortypeofbusiness

High-techcompanies

Economicoutlookfortheindustry

Willthecompanyhaveinformationsystemsinplacetomanagerapidlychangingprices,costsandmarkets?

Willyoubeonthecuttingedgewithyourproductsandservices?

Whatisthestatusofresearchanddevelopment?

Andwhatisrequiredto:

oBringproduct/servicetomarket?

oKeepthecompanycompetitive?

Howdoesthecompany:

oProtectintellectualproperty?

oAvoidtechnologicalobsolescence?

oSupplynecessarycapital?

oRetainkeypersonnel?

High-techcompaniessometimeshavetooperateforalongtimewithoutprofitsandsometimesevenwithoutsales.Ifthisfitsyoursituation,abankerprobablywillnotwanttolendtoyou.Venturecapitalistsmayinvest,butyourcasemustbeverygood.Youmustdolonger-termfinancialforecaststoshowwhenprofittake-offisexpectedtooccur.Andyourassumptionsmustbewelldocumentedandwellargued.

XXXXX

Businessplan

OWNERS

YourBusinessName

Date

E-Mail

WebpageTableofcontents

1. Executivesummary 6

2. IntroductiontotheCompanyanditsManagement 7

2.1 CompanyOverview 7

2.2 OrganisationalStructure 7

2.3 TheManagementTeam 7

2.4 AdvisoryBoard 7

2.5 ProposedManagementCompensation 7

2.6 HeadcountForecast 7

3. ProductsandServicesDescription 8

3.1 ProductsandTechnologiesIntroduction 8

3.2 DetailedDevelopmentPlan 8

3.2.1 ProductRoadmaps 8

3.2.2 DevelopmentStages 8

3.3 FutureApplications 8

4. MarketingAnalysis 9

4.1 MarketTrend 9

4.2 MarketSegmentation 10

4.3 MarketGap（UniqueSellingPoint） 10

4.4 CompetitiveAnalysis 10

5. BusinessModel 12

5.1 CoreCompetence 12

5.2 SWOTAnalysis 12

5.3 MarketingPlan 12

5.4 SalesForecast 14

5.4.1 RealisticScenario 15

5.4.2 OptimisticScenario 15

5.4.3 PessimisticScenario 15

6. RiskAnalysisandManagement 16

6.1 TechnicalRisk 16

6.1.1 TechnologySafety 16

6.1.2 ProductQuality 16

6.1.3 Delay 16

6.2 CompetitionRisk 16

6.3 ManagementofGrowth 17

6.4 MarketRisk 17

7. FinancialPlan 18

7.1 SummaryofAssumptions 18

7.1.1 Revenue 18

7.1.2 DirectVariableCosts 18

7.1.3 FixedAssetInvestment 18

7.1.4 HumanResources 18

7.1.5 ServicesRenderedby3rdParty 18

7.1.6 InfrastructureandOperationalCosts 18

7.1.7 Marketing 18

7.1.8 Tax 18

7.2 Break-EvenPosition 18

7.3 Projectedprofits 19

7.4 InvestmentandReturn 19

7.5 FinancialStatements 19

8. BusinessFeasibilityandImpactintheUKandChina 20

9. References 21

10. Appendices 22

1.Executivesummary

Writethissectionlast.

Wesuggestthatyoumakeitnomorethantwopageslong.

Includeeverythingthatyouwouldcoverinafive-minuteinterview.

Explainthefundamentalsoftheproposedbusiness:

Whatwillyourproductbe?

Whowillyourcustomersbe?

Whoaretheowners?

Whatdoyouthinkthefutureholdsforyourbusinessandyourindustry?

Makeitenthusiastic,professional,completeandconcise.

Ifproposingforaninvestment,stateclearlyhowmuchyouwant,preciselyhowyouaregoingtouseit,andhowthemoneywillmakeyourbusinessmoreprofitable,therebyensuringrepayment.

Paragraphheadingscanbeusediftheyidentifythepurposeofeachparagraph.（examplebelow）

CompanyandManagement（Team）

Product/ServiceDescription

MarketAnalysis

CompanyStrategy

RiskAnalysis

FinancialPlan

InvestmentProposition

2.IntroductiontotheCompanyanditsManagement

2.1CompanyOverview

Whatbusinesswillyoubein?

Whatwillyoudo?

MissionStatement:

Manycompanieshaveabriefmissionstatement,usuallyin30wordsorfewer,explainingtheirreasonforbeingandtheirguidingprinciples.Ifyouwanttodraftamissionstatement,thisisagoodplacetoputitintheplan.

2.2OrganisationalStructure

Ifyou’llhavemorethan10employees,createanorganizationalchartshowingthemanagementhierarchyandwhoisresponsibleforkeyfunctions.

Includepositiondescriptionsforkeyemployees.Ifyouareseekingloansorinvestors,includeresumesofownersandkeyemployees.

2.3TheManagementTeam

Whowillmanagethebusinessonaday-to-daybasis?

Whatexperiencedoesthatpersonbringtothebusiness?

Whatspecialordistinctivecompetencies?

Isthereaplanforcontinuationofthebusinessifthispersonislostorincapacitated?

2.4AdvisoryBoard

Listmembersofmanagementadvisoryboardandtheirshortresume/CV.

2.5ProposedManagementCompensation

Ifthemanagementteamarewillingtoreducetheircompensationinthefirstyearofbusiness

2.6HeadcountForecast

Numberofemployeesofeachdepartmentsandthetotalinthenext5years.（tablespreferred）

3.ProductsandServicesDescription

3.1ProductsandTechnologiesIntroduction

Describeindepthyourproductsorservices（technicalspecifications,drawings,photos,salesbrochuresandotherbulkyitemsbelongintheAppendices）.

Whatfactorswillgiveyoucompetitiveadvantagesordisadvantages?

Examplesincludelevelofqualityoruniqueorproprietaryfeatures.

Whatarethecost,feeorcommissionstructuresofyourproductsorservices?

Don’tforgettoincludethecurrentPatentStatus.

3.2DetailedDevelopmentPlan

3.2.1ProductRoadmaps

Listanddescribeproducttypeandserviceofallcategories,whattheydo,whentheyareavailable,andthetimelineofdesign,prototype,samplepromotionetc.（tablesandfiguresareencouraged）

3.2.2DevelopmentStages

Writedownthestagesusedtomeasurethesteppingsuccesses（deliverables,milestones）ofthewholecompanyaccordingtothedevelopmentplan.

3.3FutureApplications

Listanddescribepotentialapplications.

4.MarketingAnalysis

Nomatterhowgoodyourproductsandservicesare,theventurecannotsucceedwithouteffectivemarketing.Thisbeginswithcarefulandsystematicresearch.Itisverydangeroustoassumethatyoualreadyknowaboutyourintendedmarket.Youneedtodomarketresearchtomakesureyouareontrack.Usethebusinessplanningprocessasyouropportunitytouncoverdataandtoquestionyourmarketingefforts.Yourtimewillbewellspent.

Therearetwokindsofmarketresearch:

primaryandsecondary.

Secondaryresearchmeansusingpublishedinformationsuchasindustryprofiles,tradejournals,newspapers,magazines,censusdata,anddemographicprofiles.Thistypeofinformationisavailableinpubliclibraries,industryassociations,chambersofcommerce,fromvendorswhoselltoyourindustry,andfromgovernmentagencies.

Primaryresearchmeansgatheringyourowndata.Forexample,youcoulddoyourowntrafficcountataproposedlocation,usetheyellowpagestoidentifycompetitors,anddosurveysorfocus-groupinterviewstolearnaboutconsumerpreferences.Professionalmarketresearchcanbeverycostly,buttherearemanybooksthatshowsmallbusinessownershowtodoeffectiveresearchthemselves.

Inyourmarketingplan,beasspecificaspossible;givestatistics,numbers,andsources.Themarketingplanwillbethebasis,lateron,oftheall-importantsalesprojection.

4.1MarketTrend

Describeyourindustry.Isitagrowthindustry?

Whatchangesdoyouforeseeintheindustry,shorttermandlongterm?

Howwillyourcompanybepoisedtotakeadvantageofthem?

Factsaboutyourindustry:

Whatisthetotalsizeofyourmarket?

Whatpercentshareofthemarketwillyouhave?

（Thisisimportantonl