Businessplantemplate全英商业计划清单书实用模板.docx
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Businessplantemplate全英商业计划清单书实用模板.docx
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Businessplantemplate全英商业计划清单书实用模板
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.
Businessplan
OWNERS
YourBusinessName
Date
Webpage
Tableofcontents
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?
(Thisisimportantonlyifyouthinkyouwillbeamajorfactorinthemarket.)
Currentdemandintargetmarket.
Trendsintargetmarket—growthtrends,trendsinconsumerpreferences,andtrendsinproductdevelopment.
4.2MarketSegmentation
Showtheunderstandingofthemarketsegments(sizes,volumegrowth,revenuegrowth)
4.3MarketGap(UniqueSellingPoint)
Analyzethecurrentmarketandidentifyandexplainthattheremightbeagap,aweak/missingsegmentofthemarketforyourparticularproduct.Anddescribegrowthpotentialandopportunityforabusinessofyourtypeandsize.
4.4CompetitiveAnalysis
Whatproductsandcompanieswillcompetewithyou?
Listyourmajorcompetitors:
Willtheycompetewithyouacrosstheboard,orjustforcertainproductsandcustomersorincertainlocations?
Willyouhaveimportantindirectcompetitors?
(Forexample,videorentalstorescompetewithcinemas,althoughtheyaredifferenttypesofbusinesses.)
Howwillyourproductsorservicescomparewiththecompetition?
YoucanusetheCompetitiveanalysistablebelowtocompareyourcompanywithyourtwomostimportantcompetitors.Thefirstcolumnlistskeycompetitivefactors.Sincethesevaryfromoneindustrytoanother,youmaywanttocustomizethelistoffactors.
InthecolumnlabeledMe,statehonestlyhowyouthinkyouwillbeperceivedincustomers'minds.Thencheckwhetheryouthinkthisfactorwillbeastrengthoraweaknessforyou.Sometimesitishardtoanalyseourownw
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