Businessplantemplate全英商业计划书模板之欧阳主创编.docx

Businessplantemplate全英商业计划书模板之欧阳主创编.docx

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Businessplantemplate全英商业计划书模板之欧阳主创编

Businessplanforanewbusiness

时间：

2021.02.17

创作：

欧阳主

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

E-Mail

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.Sometimesitishardtoanalyseourownweaknesses.Trytobever