英文版商业计划书标准模板必备学习Word下载.docx

英文版商业计划书标准模板必备学习Word下载.docx

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（二）本文：

引言（Introduction）

主体，含篇（Part）、章（Chapter）、节（Section）、以及注释（Footnotes）

（三）参考资料：

参考书目（ReferencesorBibliography）

附录资料（Appendix）。

进行论文或报告写作之前，先要确定想要表达的主题，主题确定后，将其具体表达，即为题目。

题目可以提供研究者：

一.研究的方向

二.研究的范围

三.资料搜集的范围

四.预期研究成果

通常在确定题目之後就开始找资料从事研究，建议在找资料之前最好去问教授有哪些参考资料来源可供参考引用。

构思为确定写作大纲或Proposal的先前步骤，大纲是论文、报告的骨干，Proposal是研究的架构、流程及范围的说明书。

如何构思大纲或Proposal为论文、报告写作前的必要准备工作。

好的论文或研究报告，要基于在完整、详实的资料上，而参考资料除了和教授商借之外，最主要的来源就是图书馆了，一般参考资料来源可分成教科书或手册、政府机构的报告、科技或商业方面的杂志，及会议性质的资料。

此外现代的电脑资料库也可帮助收集资料，在国外可利用学校的电脑连线资料库寻找自己需要的资料。

当一切准备就绪，即可开始着手写报告，一般报告还分大报告如期末、专题等报告，及小报告如Seminar式的报告。

就算是小报告，也至少应含

（一）TITLEPAGES：

包含主题名称、作者、日期

（二）Summary：

即主要的结论

（三）Introduction：

包括理论背景及内容

（四）TechnicalSections：

是论文的主体，为最重要的部份应再细分为几个片断。

（五）Conclusions：

即扼要的结论

（六）Appendixes：

复杂公式的导引及叁考资料和电脑程式的报表可附加在此项

美式报告的撰写通常要打字，两行式，行间若有未拼完的字要以音节来连接。

写报告通常需要用到电脑，如有计算数字统计图表的需求，也常会用到程式软体如PASCAL、LOTUS，统计分析软体如SAS，也是不可或缺的，电脑绘图在今日已成为工商界及学术界的重要工具，文书处理更是最基本的要求，因此WordforWindow、Powerpoint、Excel便成了颇受欢迎的工具。

此外在英文语法、文法上的润饰与修改，如能请老美帮忙会比较好。

论文、报告完成后有时会需要做解说（Presentation），用英文来讲演对中国人来说算是一大挑战，通常课堂讲演时间为十五分钟到三十分钟，若是论文囗试则至少一小时。

投影机及麦克风的使用对讲演的效果有很大帮助，正式讲演前多预习几次，时间宜控制适中，上台时忌讳低头拿着报告照念，需留意听众的反应，切中主题，避免太多数字的导引。

商业计划书模板---英文版

BUSINESSPLANTEMPLATE

BUSINESSPLAN

[MyCompany]

123MainStreet

Anytown,USA10000

123-4567

[YourName]

[DATE]

TABLEOFCONTENTS

ExecutiveSummary1

Management2

[Company]History6

[Product/Service]Description8

Objectives10

Competitors11

CompetitiveAdvantages12

Innovation14

Pricing15

SpecificMarkets16

GrowthStrategy17

MarketSizeandShare18

TargetingNewMarkets19

Location20

ManufacturingPlan21

Research&

Development22

HistoricalFinancialData23

ProformaFinancialData24

ProformaBalanceSheet27

CostControl28

EffectsofLoanorInvestment29

Attachments30

ExecutiveSummary

[MyCompany]wasformedasa[proprietorship,partnership,corporation]in[Month,Year]in[City,State],by[JohnDoe]inresponsetothefollowingmarketconditions:

[Startup,growth]opportunitiesexistin[Product/Service].

Theneedforuseofefficientdistributionandfinancialmethodsintheseoverlookedmarkets.

[I/We]haveseveralcustomerswhoarewillingtoplacelarge[orders,contracts]withinthenextthreemonths.

Severalotherprospective[customers/clients]haveexpressedseriousinterestindoingbusinesswithinsixmonths.

[I/We]previouslyownedacompanythatwasactiveinthewidgetmarkets.OverthepastfewyearsIspentmuchtimestudyingwaystoimproveoverallperformanceandincreaseprofits.Thisplanisaresultofthatstudy.

Thebasiccomponentsofthisplanare:

<

Product>

1.Competitivepricing

2.Expandthemarkets

3.Increasedadvertising

4.Lowerourunitcosts,

5.Therebyachievinghigherprofits.

Service>

1.Signcontracts

2.Increasedadvertising

3.Increaseofficestaff

Tothisend,[I/we]needinvestmentfromprivateindividualsand/orcompanies.Atotalof$XXXisbeingraisedwhichwillbeusedtofinanceworkingcapital,plantandequipment.Thecompanywillbeincorporatedandcommonstockissuedtoinvestors.Thecompanywillberunasa[proprietorship,partnership,corporation].

FinancialGoals

Year1

Year2

Year3

Sales

$1,000,000

$1,400,000

$1,600,000

NetIncome

$25,000

$250,000

$375,000

Earningspershare

.01

.12

.14

Management

[Name]

[Title]

[Experience]

Salesgrowthfromzeroto$1,000,000infiveyears.

Ledmarketinmarketshare-30%.

Formulatedadvertisingbudgets&

campaigns.

Pioneerednewdistributionchannels.

Establishednationalsalesforce.

Establishednationalrepair&

servicecenters.

Broughtnewandinnovativeproductstothemarket.

Designedpoint-of-purchasematerials.

[Education}

UniversityofBoston

Boston,MA

B.A.-ComputerSciences

ShortBiographies

President

JohnQ.Doe,ChiefExecutiveOfficer,andDirectorsinceFebruary1988andPresidentsinceJanuary1990.Mr.DoewasthefounderandChiefExecutiveOfficeroftheoriginaloperatingcompanyknownasRandomExcess,Inc.Hehashadexperienceinthewidgetfieldwithhisownfirm,JohnDoeCo.,ofOshkosh（Wisconsin）,from1980to1987.ThisfirmwassoldtoFatCatWidgets,Inc.in1987.Mr.DoehasheldasalespositionwithUSWestInc.sincethen.Mr.DoegraduatedfromtheUniversityofColoradoin1981withabachelor’sdegreeinphilosophy.Mr.DoeisemployedbytheCompanyonafull-timebasis.

ChiefFinancialOfficer

RichardRoe,CPA,ChiefFinancialOfficer,TreasurerandDirector.Mr.RoejoinedRandomExcess,Inc.inDecember1988asacorporatecontrollerandwasnamedChiefFinancialOfficerinJuly1989.Mr.RoewasappointedTreasurerandaDirectorinJuly1990.HeservedascorporatecontrollerofXYZLumberCompanyfromAugust1981toDecember1988.Mr.RoegraduatedfromMetropolitanStateCollegeinDenver,Coloradoin1976withabachelor’sdegreeinaccounting.Since1979hehasbeenlicensedasaCertifiedPublicAccountantintheStateofColoradoandisamemberoftheAmericanInstituteofCertifiedPublicAccountants.Mr.RoeisemployedbytheCompanyonafull-timebasis.

VicePresident

JoeDokes,Secretary,ExecutiveVicePresidentandDirector.Mr.Dokessupervisesthecompany’ssalesandimplementationstoitslargestcorporatecustomers,includingUSWest,GreatWestLifeInsurance,etc.Mr.DokeshasservedasSecretaryandaDirectorsinceFebruary1988,VicePresidentofOperationsfromFebruary1988toDecember1988,PresidentoftheCompanyfromDecember1988toJanuary1990andVicePresidentofContractSalessinceJanuary1990.Hehasbeeninvolvedsince1986withtheprivatecompanyoriginallyformedasRandomExcess,Inc.,wherehisdutiesincludedmanagingthepurchasingandsalesdepartment.FromNovember1984toMay1986hemanagedthesalesdepartmentatIntegratedManagementSystems,Inc.FromJune1983toOctober1984hewasabuyerforAdamsCounty,Colorado,SchoolDistrict50.Mr.DokesattendedOklahomaStateUniversityin1980and1981andTrinidadStateCollegeinTrinidad,Coloradoin1981and1982.Hedidnotreceiveadegreefromeitheruniversity.Mr.DokesisemployedbytheCompanyonafull-timebasis.

SallySeaughVicePresidentofMarketing.Ms.SeaughhasbeentheCompany’sVicePresidentofMarketingsinceNovember1988.FromSeptember1986toOctober1988shewasinvolvedinbusinessdevelopmentandmarketingforUnitedBankofAurora（Colorado）.FromFebruary1980toAugust1986shewasself-employedasanindependentoilandgaslandman.Ms.SeaughgraduatedfromtheUniversityofDenverin1974withabachelor’sdegreeinEducation.SheisemployedbytheCompanyonafull-timebasis.

Responsibilities

JohnQ.Doe,ChiefExecutiveOfficer-Responsibleforentireoperation.Overseesmanagementfunctionandallotherexecutives.

Salary-$60,000.

RichardRoe,CPA,ChiefFinancialOfficer-Responsibleforfinancialoperations,accountspayable,accountsreceivable,interactionwithauditors,investorrelations.Salary-$40,000

JoeDokes,ExecutiveVicePresident-Responsibleprimarilyforsalesandsalessupport.

Salary-$35,000

SallySeaughVicePresidentofMarketing.Responsibleformarketing,humanresourcesandtraining.

Salary-$30,000.

TotalExecutiveCompensation

$165,000.

[ThisPageisforanOrganizationChart,ifapplicable.]

[Company]History

In[Month,Year][I/we]formeda[Product/Service]companythatmanufacturedstart-of-the-artcomplexwidgetry.Thiscompanywaslocatedin[City,State].[I/we]formedthiscompanyasa[proprietorship,partnership,corporation].Othersinvolvedinthisbusinesswere:

[names].

Themaingoalofthiscompanywasto[explain].

Financingwasarrangedthrough[homeequityloans,savings,venturecapital,friendsandfamily,etc.][Explainterms,ratesandabilitytorepay.]

Thisventurewasverysuccessfulingeneratingandincreasingsales,butwasnoteffectiveinachievingprofitability.Themainreasonforthiswastheamountofactualoverheadexperienced.Thisoverheadwasnotinitiallyanticipatedbymeatthebeginningofthatventure.Itemsincludingcreditchecking,warrantyprogrammanagement,extensivetravel,maintainingwarehousestockandthemanagementandexpenseofanationalsalesforcewereexpensesnotoriginallyforecastorexpected.Withthislevelofoverhead,itwasmathematicallyimpossibletoachieveprofitability.

or:

Thisventurewasverysuccessfulingeneratingandincreasingsales,aswellaseffectiveinachievingprofitability.Thiswasduetothefollowingreasons:

[Reason1}

[Reason2]

[Reason3]

OR:

[MyCompany]wasrecentlyconceivedandisstillinthebeginningstages.Tothispointthefollowinghasbeenaccomplished:

▪Ateamconsistingof[listnamesandprimaryresponsibility.（i.eJohnDoe-Marketing）hasbeenformed.

▪Aprospective[customer/client]listhasbeendrawnup.

▪StrategymeetingsarebeingheldeveryMonday,WednesdayandFridayevenings.

▪Thisbusinessplanhasbeendrawnup.

[Nowlinkthepasttothefuture-whyaformercompanywillleadintothisoneorhowyourpresentcompanyandhistorywillleadintoanyfutureplans.Ashortparagraphshouldsuffice.]

Wearenowabletoadequatelyaddressthemarket