Business Plan for Startup Business TemplateWord文档格式.docx

Business Plan for Startup Business TemplateWord文档格式.docx

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Businessname:

ExampleCorporation

Address:

AddressLine1

AddressLine2

City,ST22222

Telephone:

222-333-4444

Fax:

111-222-3333

Email:

xyz@

I.Tableofcontents

I.Tableofcontents3

II.Executivesummary3

III.GeneralCompanyDescription3

IV.Productsandservices3

V.Marketingplan3

VI.OperationalPlan3

VII.Managementandorganization3

VIII.Personalfinancialstatement3

IX.StartupExpensesandCapitalization3

X.Financialplan3

XI.Appendices3

XII.RefiningthePlan3

II.

Executivesummary

Writethissectionlast!

Wesuggestyoumakeit2pagesorless.

Includeeverythingthatyouwouldcoverina5-minuteinterview.

Explainthefundamentalsoftheproposedbusiness:

whatwillyourproductbe,whowillbeyourcustomers,whoaretheowners,whatdoyouthinkthefutureholdsforyourbusinessandyourindustry?

Makeitenthusiastic,professional,completeandconcise.

Ifapplyingforaloan,stateclearlyhowmuchyouwant,preciselyhowyouaregoingtouseit,andhowthemoneywillmakeyourbusinessmoreprofitable,therebyensuringrepayment.

III.

GeneralCompanyDescription

Whatbusinesswillyoubein?

Whatwillyoudo?

MissionStatement:

Manycompanieshaveabriefmissionstatement,usuallyinthirtywordsorless,explainingtheirreasonforbeingandtheirguidingprinciples.Ifyouwanttodraftamissionstatement,thisisagoodplacetoputitintheplan.Followedby:

Companygoalsandobjectives:

Goalsaredestinations--whereyouwantyourbusinesstobe.Objectivesareprogressmarkersalongthewaytogoalachievement.Forexample,agoalmightbetohaveahealthy,successfulcompanythatisaleaderincustomerserviceandhasaloyalcustomerfollowing.Objectivesmightbeannualsalestargetsandsomespecificmeasuresofcustomersatisfaction.

Businessphilosophy:

Whatisimportanttoyouinbusiness?

Towhomwillyoumarketyourproducts?

Yourtargetmarket?

（Stateitbrieflyhere-youwilldoamorethoroughexplanationintheMarketingsection）.

Describeyourindustry.Isitagrowthindustry?

Whatchangesdoyouforeseeinyourindustry,shorttermandlongterm?

Howwillyourcompanybepoisedtotakeadvantageofthem?

Yourmostimportantcompanystrengthsandcorecompetencies:

Whatfactorswillmakethecompanysucceed?

Whatdoyouthinkyourmajorcompetitivestrengthswillbe?

Whatbackgroundexperience,skills,andstrengthsdoyoupersonallybringtothisnewventure?

Legalformofownership:

SoleProprietor,Partnership,Corporation,LimitedLiabilityCorporation（LLC）?

Whyhaveyouselectedthisform?

IV.

Productsandservices

Describeindepthyourproductsand/orservices（technicalspecifications,drawings,photos,salesbrochures,andotherbulkyitemsbelongintheAppendix）.

Whatfactorswillgiveyoucompetitiveadvantagesordisadvantages?

Forexample,levelofqualityoruniqueorproprietaryfeatures.

Whatarethepricing,feeorleasingstructuresofyourproductsand/orservices?

V.

Marketingplan

Notesonpreparation:

Marketresearch-Why?

Nomatterhowgoodyourproductandyourservice,theventurecannotsucceedwithouteffectivemarketing.Andthisbeginswithcareful,systematicresearch.Itisverydangeroustosimplyassumethatyoualreadyknowaboutyourintendedmarket.Youneedtodomarketresearchtomakesuretheyareontrack.Usethebusinessplanningprocessasyouropportunitytouncoverdataandquestionyourmarketingefforts.Yourtimewillbewellspent.

Marketresearch-How?

Thereare2kindsofmarketresearch:

primaryandsecondary.

Secondaryresearchmeansusingpublishedinformationsuchasindustryprofiles,tradejournals,newspapers,magazines,censusdata,anddemographicprofiles.Thistypeofinformationisavailableinpubliclibraries,industryassociations,chambersofcommerce,vendorswhoselltoyourindustry,governmentagencies（CommerceDept.andstateandlocaldevelopmentagencies）,andtheSBABusinessInformationCentersandOneStopCapitalShops.

Startwithyourlocallibrary.Mostlibrariansarepleasedtoguideyouthroughtheirbusinessdatacollection.Youwillbeamazedatwhatisthere.Therearemoreonlinesourcesthanyoucouldpossiblyuse.AgoodwaytostartisattheSBAsite,http:

//www.sba.gov/;

clicktheOutsideResourcesbuttonforagreatcollectionofresourcelinks.YourChamberofCommercehasgoodinformationonthelocalarea.Tradeassociationsandtradepublicationsoftenhaveexcellentindustryspecificdata.

Primarymarketresearchmeansgatheringyourowndata.Forexample,youcoulddoyourowntrafficcountataproposedlocation,usetheyellowpagestoidentifycompetitors,anddosurveysorfocusgroupinterviewstolearnaboutconsumerpreferences.Professionalmarketresearchcanbeverycostly,buttherearemanybooksoutthatshowsmallbusinessownershowtodoeffectiveresearchbythemselves.

Inyourmarketingplan,beasspecificaspossible;

givestatistics&

numbersandsources.Themarketingplanwillbethebasis,lateron,oftheall-importantsalesprojection.

TheMarketingPlan:

Economics

Factsaboutyourindustry:

Whatisthetotalsizeofyourmarket?

Whatpercentshareofthemarketwillyouhave?

（Thisisimportantonlyifyouthinkyouwillbeamajorfactorinthemarket.）

Currentdemandintargetmarket

Trendsintargetmarket-growthtrends,trendsinconsumerpreferences,andtrendsinproductdevelopment.

Growthpotentialandopportunityforabusinessofyoursize

Whatbarrierstoentrydoyoufaceinenteringthismarketwithyournewcompany?

Sometypicalonesare:

Highcapitalcosts

Highproductioncosts

Highmarketingcosts

Consumeracceptance/brandrecognition

Training/skills

Uniquetechnology/patents

Unions

Shippingcosts

Tariffbarriers/quotas

Andofcourse,howwillyouovercomethebarriers?

Howcouldthefollowingaffectyourcompany?

Changeintechnology

Governmentregulations

Changingeconomy

Changeinyourindustry

Product

IntheProducts/Servicessection,youdescribedyourproductsandservicesasYOUseethem.NowdescribethemfromyourCUSTOMER'

Spointofview.

FeaturesandBenefits

Listallyourmajorproductsorservices.

Foreachproduct/service:

Describethemostimportantfeatures.Thatis,whatwilltheproductdoforthecustomer?

Whatisspecialaboutit?

Now,foreachproduce/service,describeitsbenefits.Thatis,whatwilltheproductdoforthecustomer?

Notethedifferencebetweenfeaturesandbenefits,andthinkaboutthem.Forexample,ahousegivesshelterandlastsalongtime,ismadewithcertainmaterialsandtoacertaindesign;

thoseareitsfeatures.Itsbenefitsincludeprideofownership,financialsecurity,providingforthefamily,inclusioninaneighborhood.Youbuildfeaturesintoyourproductsoyoucansellthebenefits.

Whatafter-saleserviceswillbegiven?

Forexample:

delivery,warranty,servicecontracts,support,followup,orrefundpolicy.

Customers

Identifyyourtargetedcustomers,theircharacteristics,andtheirgeographiclocations;

i.e.,demographics.

Thedescriptionwillbecompletelydifferentdependingonwhetheryouplantoselltootherbusinessesordirectlytoconsumers.Ifyousellaconsumerproduct,butsellitthroughachannelofdistributors,wholesalersandretailers,thenyoumustcarefullyanalyzeboththeendconsumerandthemiddlemenbusiness