英文商业计划书模板

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商业计划书英文的例文

商业计划书英文的例文

商业计划书英文的例文商业计划书是一份全方位的项目计划,其主要意图是递交给投资商,以便于他们能对企业或项目做出评判,从而使企业获得融资。

现在的经济时代是经济全球化,国内外合作十分频繁,国内很多企业都获得了国外投资机构投资。

争取国外机构进行投资,撰写一份英文的商业计划书自然十分必要,为您推荐的商业计划书英文的例文,供您参考!英文商业计划书【1】Inapplyingforastudentvisaandintheprocess,oftenwillbeaskedto writeastudyplan(studyplan),manyforeignfriendsoftennotclearstudyplanandpersonalstatemen t(personalstatement)differenceandstyleofwriting,theauthorha slongbeenengagedinstudentwriting,duetothebinationoftheirown experience,introducethelearningprogramthewritingofthebook.Generallythestudyplancanbesubmittedtofallintotwocategories, bothtotheembassyforvisa,orapplyforadmissiontotheschoolisbyt he.Toapplyforschoolprogramsfromtheessenceandthepersonalstatementisthesametypeofinstruments,abouttheschoolapplicationcateg orylearningplancanrefertoapersonalstatementofthearticle,thi sarticlemainlyintroducesthesubmissionoftheembassyvisawithas tudyplan.EuropeandtheUnitedStates,especiallyimmigrantsfromcountries, suchasAustralia,NewZealand,Canadaandothercountriesforintern ationalstudentvisatimeareoftenaskedtoprovidelearningplan,le arningthroughplantoconvincethevisaofficertoknowyourbackgrou nd,choosetostudyprofessionalmotivationalconditions,selecttheco untryforforeignstudents,andaclearfuturestudyscle,occupation purposeandreason,auditsofyourothermaterialstodecidewhethert osendyouthevisastudyingabroad,solearningplanisakeydocument.Ingeneral,thelearningplanneedstoincludethefollowingcontents :1si-mp-ledescriptionsoftheirlearningexperience,professional backgroundandworkingexperience;2descriptionsoftheirfurtherstudymotivesandwhytochoosethecou ntry,theUniversityandtheprofessional;3detailedstudyscle;4introductionofforeignfundsrequiredandsources;5forfutureoccupationgoalelaboration,returnedtoreason.Studyplanonthestyleandstructureofthearticleandthepersonalst atementisverydifferent,donotneedtoomuchpersonalandemotional description,butshouldbeclearandsi-mp-lestructure,tightlogic ,thefactsclearlyrelatedargumentswerestrong,credible,returnin greasontobeveryfull,andabsolutelynotandtheapplicant'sotherm aterialcontradiction.Onthestudyplanindocumentwriting,canandothersitestogethelp.Asaresultoftheembassystaffeverydaytodealwithalargenumberofd ocuments,solearningplanmustnotwritetoolong,generallyshouldn otexceed800words,andapreferablyonlyoneparagraph,paragraphbeforeaddingtitles, suchasMyChoiceofUniversityofTorontoinCanada,Mycareerobjecti ve,inordertotheembassystafftoyouacontentofthecentralideaofs tickoutamile.Yourpa-pe-rshouldbeverylegible,cannotlettheembassystafffrom yourtext"mining"you"potential"content.Studyplanistheemphasisoffutureoccupationplanandreturnedtore ason,throughthispartoftheembassytotellyoutogotothecountryaf terthestudents,areabletoyouroccupationdevelopmentgoodhelp,a ndthereisacredibleargumentforreturned.Althoughtherequirementstudyplancountryoftenisacountryofimmi grants,butasaresultofyourvisaapplicationforstudy,sothestudy planmusteliminateanyofyourimmigrationtendency.Reasonsforreturningtobewithyourpersonalbackgroundandfamilyc ircumstancesgiveareasonableexplanation,hasmanyyearsofexperi enceasabusinemanagertoobtainNewZealandmaster'sofBusineAdmin istrationprogramadmission,thenclarifieshisoccupationgoalistoreturntoChinatobeeaMulti-NationalCorporationofhighlevelmanagers,andheinChinaformanyy earsofaccumulatedcustomerresourcesandsocialringisaveryvalua bleasset,thisisverytoughandreasonableareason.Ofparticularnoteis,studyplanconcerningthereasonsforreturnin gtotheplaceoffacts,notarbitrarilyinvent,atwork,inthispa-pe-rtheauthorsencounteredbycustomersdueto。

商业计划书模板-英文版

商业计划书模板-英文版

BUSINESS PLAN TEMPLATEBUSINESS PLAN[My Company]123 Main StreetAnytown, USA 10000123-4567[Your Name][DATE]TABLE OF CONTENTSExecutive Summary (1)Management (2)[Company] History (5)[Product/Service] Description (7)Objectives (9)Competitors (10)Competitive Advantages (11)Innovation (13)Pricing (14)Specific Markets (15)Growth Strategy (16)Market Size and Share (17)Targeting New Markets (18)Location (19)Manufacturing Plan (20)Research & Development (21)Historical Financial Data (22)Proforma Financial Data (23)Proforma Balance Sheet (26)Cost Control (27)Effects of Loan or Investment (28)Attachments (29)Executive Summary[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions:[Startup, growth] opportunities exist in [Product/Service].The need for use of efficient distribution and financial methods in these overlooked markets.[I/We] have several customers who are willing to place large [orders,contracts] within the next three months.Several other prospective [customers/clients] have expressed serious interest in doing business within six months.[I/We] previously owned a company that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study.The basic components of this plan are:<Product>1. Competitive pricing2. Expand the markets3. Increased advertising4. Lower our unit costs,5. Thereby achieving higher profits.<Service>1. Sign contracts2. Increased advertising3. Increase office staffTo this end, [I/we] need investment from private individuals and/or companies. A total of $XXX is being raised which will be used to finance working capital, plant and equipment. The company willbe incorporated and common stock issued to investors. The company will be run as a [proprietorship, partnership, corporation].Financial GoalsYear 1 Year 2 Year 3Sales $1,000,000 $1,400,000 $1,600,000Net Income $25,000 $250,000 $375,000Earnings per.01 .12 .14shareManagement[Name][Title][Experience]Sales growth from zero to $1,000,000 in five years.Led market in marketshare - 30%.Formulated advertising budgets & campaigns.Pioneered new distribution channels.Established national sales force.Established national repair & service centers.Brought new and innovative products to the market.Designed point-of-purchase materials.[Education}University of BostonBoston, MAB.A. - Computer SciencesShort BiographiesPresidentJohn Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990. Mr. Doe was the founder and Chief Executive Officer of the original operating company known as Random Excess, Inc. He has had experience in the widget field with his own firm, JohnDoe Co., of Oshkosh (Wisconsin), from 1980 to 1987. This firm was sold to FatCat Widgets, Inc. in 1987. Mr. Doe has held a sales position with U S West Inc. since then. Mr. Doe graduated from the University of Colorado in 1981 with a bachelor’s deg ree in philosophy. Mr. Doe is employed by the Company on a full-time basis.Chief Financial OfficerRichard Roe, CPA, Chief Financial Officer, Treasurer and Director. Mr. Roe joined Random Excess, Inc. in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989. Mr. Roe was appointed Treasurer and a Director in July 1990. He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988. Mr. Roe graduated from Metropolitan State College in Denver, Colorado in 1976 with a bachelor’s degree in accounting.Since 1979 he has been licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants. Mr. Roe is employed by the Company on a full-time basis.Vice PresidentJoe Dokes, Secretary, Executive Vice President and Director. Mr. Dokes supervises the company’s sales and implementations to its largest corporate customers, including US West, Great West Life Insurance, etc. Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Operations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990. He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983to October 1984 he was a buyer for Adams County, Colorado, School District 50. Mr. Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982. He did not receive a degree from either university. Mr. Dokes is employed by the Company on a full-time basis.Vice PresidentSally Seaugh Vice President of Marketing. Ms. Seaugh has been the Company’s Vice President of Marketing since November 1988. From September 1986 to October 1988 she was involved in business development and marketing for United Bank of Aurora (Colorado). From February 1980 to August 1986 she was self-employed as an independent oil and gas landman. Ms. Seaugh graduated from the Universi ty of Denver in 1974 with a bachelor’s degree in Education. She is employed by the Company on a full-time basis.ResponsibilitiesJohn Q. Doe, Chief Executive Officer - Responsible for entire operation. Oversees management function and all other executives.Salary - $60,000.Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations. Salary - $40,000Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.Salary - $35,000Sally Seaugh Vice President of Marketing. Responsible for marketing, human resources and training. Salary - $30,000.Total Executive Compensation $165,000.[This Page is for an Organization Chart, if applicable.][Company] HistoryIn [Month, Year] [I/we] formed a [Product/Service] company that manufactured start-of-the-art complex widgetry. This company was located in [City, State]. [I/we] formed this company as a [proprietorship, partnership, corporation]. Others involved in this business were: [names].The main goal of this company was to [explain].Financing was arranged through [home equity loans, savings, venture capital, friends and family, etc.] [Explain terms, rates and ability to repay.]This venture was very successful in generating and increasing sales, but was not effective in achieving profitability. The main reason for this was the amount of actual overhead experienced. This overhead was not initially anticipated by me at the beginning of that venture. Items including credit checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability. or:This venture was very successful in generating and increasing sales, as well as effective in achieving profitability. This was due to the following reasons:[Reason 1}[Reason 2][Reason 3]OR:[My Company] was recently conceived and is still in the beginning stages. To this point the following has been accomplished:▪ A team consisting of [list names and primary responsibility. (i.e John Doe - Marketing)has been formed.▪ A prospective [customer/client] list has been drawn up.▪Strategy meetings are being held every Monday, Wednesday and Friday evenings.▪This business plan has been drawn up.[Now link the past to the future - why a former company will lead into this one or how your present company and history will lead into any future plans. A short paragraph should suffice.]We are now able to adequately address the markets we have targeted. We have adjusted our staff, redirected our advertising and sales force, and have added the products necessary to meet the needs and expectations of our customers.[Product/Service] Description[My Company] intends to offer [product/service]. This [product/service] offers our customers the best possible solution as it:<Product>▪Offers the lowest price on the market▪Is the most technically advanced▪Offers more useful features▪Saves them time and money▪Offers our users better value per dollar spent▪Provides an alternative way to achieve a similar task.<Service>▪Provides a service which is not presently available in this area.▪Is strengthened by a team with combined experience of XX years.▪Saves them time and money▪Provides an alternative, cost effective way for them to realize a similar goal.We have a [copyright, service mark, trademark] or [exclusive agency, marketing rights] for this [product/service]. This agency will last until XXX at which time it may be extended for XX years or terminated. This agency agreement is cancelable upon XX days written notice.<Product>The [product/service] has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation:1. Overnight delivery2. Cold storage3. Incorporate preservatives4. Shipment within two weeks to distributors.5. Specially padded boxcars.Even though the technology used to create this product is new, we expect that others will be able to substantially reproduce our patented results within XX years. To remain on the leading edge of this product, we will need to devote approximately XX% of revenues toward research and development. Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense. Our manufacturing plan has considered this.<Service>[If general service to be offered is not obvious, such as carpet cleaning, sales rep, lawn care, consulting, etc. explain what service is. Then give a detailed description of your particular service and its uniqueness.]Short Examples:1. Our carpet cleaning machinery is state-of-the-art.2. Our consulting practice will address these specialized areas: [list]3. We will only rep these specific product lines. [list]Even though at this time our expertise is unique in the marketplace, we expect advances to be made and competitors to arise and offer similar services. We will meet this challenge by:1. Hiring staff specialized in these new areas.2. Increase our continuing education and training expense.3. Adding complementary lines.4. Make regular investments in new equipment.ObjectivesLong Term[My Company] believes very strongly in technical, financial, business and moral excellence. To secure a stable future for all those connected with [My Company] we have set the following long term goals:Present market is estimated at $XXX. Our goal for market share is XX%.We want to be considered by our peers to be the market leader in sales as evidenced by:Trade industry awardsHigh end of scale in financial ratiosMajor market shareTechnical excellence (awards, honors, etc.)Community involvement (Rotary, United Way, etc.)Short TermMarket share goals -1. First Year XX%2. Second Year XX%3. Third Year XX%4. Fourth Year XX%[Decrease, Maintain] costs through acquisition of new plant and equipment. Increase productivity by investing in employee training and education.1. Budget for complete computer training for appropriate applications.2. Set up, Maintain] employee benefit program for continuing college education.3. Budget for necessary seminars and/or continuing job-specific education.4. Maintain state-of-the-art accounting system for careful tracking.5. Monthly reports on financial status vis-a-vis the industry.6. Aggressive recruitment of the best technical staff in the industry.7. Support company involvement in various local and national charity events.8.CompetitorsNameAddressCity, StateStrengths:▪Location - next door to supplier factory, on major artery, close to terminal, etc.▪Pricing - Low cost producer, known for aggressive pricing policy.▪Delivery - ships overnight to anywhere in the world.▪Management - Everyone has an MBA from Harvard.Weaknesses▪Service - takes more than 3 months to receive spare parts.▪Dedication - If it’s sunny, they’re on the golf course or ski slope.▪Machinery - Slowly approaching obsolescence unless replaced within six months. ▪Overhead - Spend lavishly on corporate dining room, limousines and champagne.Competitive Advantages<Product>The distinctive competitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XXX years of hands-on experience in this industry. Sophistication in finance and distribution. This results in my being the low cost supplier in these price sensitive markets.The philosophy of [My Company] is to price not just according to our costs, but also according to what the market will pay.Our targeted minimum gross profit margin for a category must be XX%.By pricing to the market, [I/we] will achieve higher sales and therefore increase my buying power. As the amounts of my purchases increase, my per unit costs of shipping decrease and [I/we] will achieve higher discount levels from my suppliers. Through these economies of scale, many items currently on the market can be sold with lower prices, yet a higher net profit.Product pricing will include a range of quantity discounts as well as an early payment discount. Rather than being strictly regional, [I/we] will expand into the national market.To control foreign exchange risks, [I/we] will monitor the markets and hedge accordingly. [I/we] will also use overseas bank accounts.With those companies with which [I/we] have established a relationship or are known to be financially secure, [I/we] will work on a pre-pay basis. This allows me greater discounts.A level and policy of Capitalization that will allow me to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.A quarterly direct mail campaign directed at both current customers and prospective new customers consisting of an informative newsletter.A toll-free national 800 number will be used for customer orders and inquiries.[I/we] will print complete four-color catalogs on a yearly basis. Price lists will be updated as needed. [I/we] intend to be aggressive in trade magazine advertising.Consideration will also be given to attending trade shows around the country.With this level of capitalization, should an unexpected downturn occur, [I/we] will be able to continue operations on a positive scale.Innovation. [I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]<Service>The distinctive competitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XX years of hands on experience in this industry. Sophistication in management and finance. We are able to run an efficient and lean structure, yet still provide quality service to our clients and customers.Because of the nature of this industry, we will be able to rent office space in more moderately priced buildings.As a unique service company, we will be able to keep our margins high, allowing us to provide internal financing for growth possibilities.A level and policy of Capitalization that will allow [me/us] to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.Our initial marketing campaign will allow us to book a sufficient amount of business so that we can implement our telephone customer service support program.Innovation[I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]SummaryThrough [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby increasing the amount of profit to be retained in the business. Because of our pricing policy, more people will purchase our merchandise thus increasing the size of the market and we will be increasing our market share. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:▪increase service▪increase advertising▪reduce prices▪increase profits▪increase selection<Service>Through [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby ncreasing the amount of profit to be retained in the business. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:▪increase customer service▪increase advertising expenditures▪increase profits▪increase selection of services offeredThis plan will give us tremendous flexibility to use any of these options or a mix of them to effectively attack our target markets and meet our long term goals. This combination of experience, sophistication, capitalization and innovation will assist [My Company] as it strives to reach its sales, profit and return objectives.Pricing<Product>Before [I/we] set the price for my complex widgets, [I/we] determined on a unit basis what my costs were going to be. [I/we] then determined what the market price was for the normal widget. At this price it was determined that for all but the lowest sales projections, this product would turn a profit at this price. However, since our complex widgets offer additional features, we felt that we could price it approximately 50% above simple widgets.To test this price, we called a database of 50 large users of simple widgets. We first questioned them about the desirability of our extra features and then asked them directly if this price would be acceptable if such a product were available. We found that 75% of those polled would be interested in this product. Of this 75%, we received 10 firm orders representing approximately 30% of this group.OR:We have determined that the market price is $ XX per unit. This will equal a margin of XX%.OR:Our unit cost has been figured at $XX. We need a margin of XX% to pay our overhead and earn a sufficient profit. Therefore, our selling price will be $XX.<Service>Before [I/we] set the price for our [service], [I/we] forecast what our fixed monthly costs were going to be. [I/we] then determined what the market rate for comparable services were. At this rate it was determined that for all but the lowest billing projections, this [Service] would turn a profit at this rate.[Optional, if applicable]However, since our service is unique and demands a higher level of expertise, we felt that we should bill above other comparable rates.Specific MarketsMarket #1General History<Product>The first widget was introduced into the market in 1036. Widgets remained much as the original production until well into the 20th century when computer modeling showed that there could be some enhancements made to the basic widget. The market for widgets has been generally steady with market growth closely following the typical population growth. At this time there are approximately 1,500 companies worldwide making comparable simple widgets.<Service>Lawn care companies have enjoyed a period of steady growth over the past twenty years. This demand is due to many factors, not the least of which is the advance of lawn care technology. In our proposed marketing area, there are 25 lawn care services.Entry Strategy<Product>Our widget has been designed by the latest in computer aided design. We are able to manufacture our complex widgets on computer driven assembly lines using the latest in robotics manufacturing. This gives us a tremendous price advantage.We intend to market our complex widget through all the normal channels available to simple widgets. These include retail, wholesale, and OEM. To penetrate this market efficiently and swiftly, we intend to initially use commission sales representatives strategically located throughout the USA. We also will start a national advertising campaign targeting the end user in various national publications and on national TV commercials.Our sales representatives will be chosen based on their own experience in the marketplace. It is our intention to hire the best and the brightest among those currently available. Our marketing tests included many of the reps we initially would like to hire.<Service>Over the past few years, we have noticed an increase in demand for full lawn care services - not just grass cutting and snow removal. Our computerized office allows us to track our clients needs and schedule house calls on one hours notice.We intend to attack this market very aggressively through the use of:1. A pool of 10 telemarketers.2. House-to-house visits to neighbors of present clients.3. Advertisements in upscale magazines.4. Radio advertisements on weekends.5. Sales calls on real estate management companies.As we are offering a unique service, informing the public of our capabilities is of utmost importance.Growth Strategy<Product>After having successfully introduced the complex widget into the American market, our expansion will be in two separate areas: increasing sales in the USA and entering various foreign markets.After we have reached our first year sales goals, we intend to offer our sales reps the opportunity to sell our products exclusively by joining our company. We expect that a small percentage will desire to remain independent and these will have to be replaced with our own sales force. We intend to develop further sales reps from within by hiring and training them in our own sales methods. We will increase national advertising and begin targeting smaller accounts and specialty outlets. Additionally, we will conduct in house seminars for various OEM’s demonstrating how the inclusion of complex widgetry into their own products will increase the value of their products.<Service>After having successfully completed this entry phase into this market in the geographical are we have chosen, we will then expand our market by doing the following:1. Expand telemarketing pool to 20.2. Increase number of direct sales reps.3. Expand into neighboring cities.Market Size and ShareThe American market for [product/service] is estimated at $8 Billion annual sales based on data furnished by XYZ Survey. We estimate that we can achieve XX% market share within XX years. Marketing data for other markets is in the process of collection.Other MarketsUse the same format for additional markets.Targeting New MarketsTo continue our growth, we will be using the following methods to expand our markets and to increase our new areas of doing business:▪Customer contact - find out their needs▪Look for complementary products▪Trade shows▪World Trade Center “Network”▪U.S. Government trade leads▪State Government trade leads▪On-line computer prospecting and qualification (DIALOG, D&B, etc.)▪Market surveys▪Research & developmentLocationRETAIL EXAMPLE:This business will be operated at 123 Any Street. This location is desirable because:1. The traffic flow has been rated at high.2. The rent is below market3. The building has the necessary facilities to operate this business.4. The location is convenient for our customers.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, commercial use.OTHER SAMPLE:This business will be operated at 123 Any Street. This location is desirable because:1. The building is structurally compatible for our use.2. The rent is below market3. The building has the necessary facilities to operate this business.4. The location is convenient for our freight companies, suppliers, clients andemployees.5. Possibility of expansion in the area.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, commercial use.Manufacturing PlanSAMPLE:We will be using a conventional assembly line method of construction of our complex widgets. Our main supplier of component parts will be DEF Manufacturing of Fort Lee, NJ. In the event that they are not able to ship according to our specifications our secondary supplier will be MNO Amalgamated located in Charlotte, NC. These parts will be shipped to us by motor freight.The actual machinery used in the production line will be manufactured by A&M Machine Tools of Arlington, Texas. They also will be doing maintenance under a service contract. This design of machine and assembly will allows us to produce 24 hours a day as the entire assembly process isfully automated with state-of- the-art robotics of American manufacture.With robotics our labor costs and therefore our production costs will be the lowest in the industry. To maintain our advantage we have established lines of communication with all of our potential machinery suppliers. Most importantly we have an ongoing relationship with several universities and are actively participating in various studies and experiments relating to production methods.These machines also incorporate quality checking by lasers. All products must come within XX% of specifications. Also, at regular intervals we will be using human inspection of products and machines. We do not anticipate generating any toxic materials at this time for these products. However, we will be closely monitoring all production to determine if any hazardous materials are being generated.We have contracted with an environmental engineering company to advise us on any possible problems as well as solutions including legal disposal of all hazardous wastes.We anticipate the following outlays for this capital equipment:A&M Machines $XXXService Contract $XXXResearch & DevelopmentSAMPLE:We have already spent a considerable amount of time in researching and developing our complex widgets. We have a very simple laboratory equipped with the basic research equipment we need. We have thus far been able to discover lighter materials and several cost cutting manufacturing methods. The largest achievement to date is the discovery of a water based lubricant that does not disintegrate i n rainstorms. We have called this lubricant “H2Ocus-Pocus”.Presently our research is being supervised by our Technical Director, John Q. Public. He will continue in this capacity. Having been the researcher involved with all our activities to this point, he is well qualified to continue our research efforts.Our next research project will center around using this new lubricant in our manufacturing processes and testing of a new material that has come to our attention.To this point, our research has paid for itself as we have been keying on bringing this new product to market. However, now that we are becoming more experimental in our research efforts such a continued success ratio can not be maintained.We have been investigating several potential government (both state and federal) funding sources. Our present program of joint research with the local university has b=proven very beneficial.。

商业计划书(中英文)

商业计划书(中英文)

商业计划书business plan中国西部美国城china western american town四川省环福投资有限公司sichuan circle focus investment co. ltd2006.08目录contents一、背景介绍background information二、市场需求及政策支持market demand and governmental supports三、地理位置和区位优势geographic position and location advantages四、开发计划development plan五、投资概算、收益预测investment and profit六、项目业主和项目运营公司一、背景介绍i.background information“中国西部美国城”落户于成都双流现代商贸集中发展区,位于成都双流东升镇,总占地面积1139亩(约187.94英亩),是四川省最大的综合商业地产开发项目之一。

其主要建设项目是“美国产品展示和交易中心”以及星级酒店、高尚住宅区、商业中心、学校、医院等,总投资约25亿人民币(约3亿5千万美圆),分数期投入完成建设。

中国西部美国城的建设宗旨是:建立一套没有中间商的直接行销通路,让美国产品能够大量进入中国市场,增加美国出口额,增加美国公民就业机会,减少中美贸易逆差。

在中国境内设立的美展中心,其作用在维护中国消费者的权益,让中国消费者可以使用物美价廉的美国产品之外,并可享有美国式的产品售后服务。

the objective of cwat is to build a direct marketing platform without middlemen,which will help a large number of american products enter intochinese market,increase american export volume,increase employment opportunity for american citizens and narrow sino-us trade deficit .the apeec set up in china is to protect the rights and interests of chinese consumers,allow chinese consumers to purchase quality american products at a reasonable price. besides, chinese consumers can enjoy american high-quality after-sales services.中国西部美国城将引进美国政府的州办事处及州展馆,促使中美双方人民在商贸、投资、观光、教育、文化及公共关系方面的深度交流。

英文商业计划书模板

英文商业计划书模板

英语商业计划书(BusinesPlan)第一讲概述第二讲现状分析第三讲目标确定第四讲组织结构第五讲产品分析第六讲市场分析第七讲市场策略第八讲生产分析第九讲财务分析第十讲附件第一讲:概述(executive summary)概述是整个商业计划的第一部分,相当于整个商业计划的浓缩,使整个商业计划的精华所在。

一般将概述放在最后书写,页数应控制在2页以内。

概述应包括的基本内容有:企业的宗旨,例如:In 2007, ABC Corporation was created to...Now, ABC Corporation is at a point where …背景介绍,例如:For many years people have …The condition of the industry today is such that …产品或服务及市场竞争情况,例如:We have just completed the development of S30 -a noveland proprietary construction toolCompared to competitive products, our s30 can •…企业目标,例如:Our objective, at this time, is to propel the company into aprominent market position. We feel that within 5 years ABCCorporation will be in a suitable condition for furtherexpansion, an initial public offering or profitable acquisition.To accomplish this goal we …管理团队和管理组织,例如Our management team consists of 5 men and womenWhose backgrounds consist of 10 years of marketing with •…市场策略,例如:The fun dame ntal thrust of our market ing strategyconsists of …财务状况和计划,例如:In 5 years we will have …and our investors will beable to …结论,例如:ABC Corporation enjoys an established track-record ofexcellent support for our customers. Their expressions ofsatisfaction and encouragement are numerous, and weintend to continue our advances in the …第二讲:现状分析(present situation)这部分尽可能简明扼要而又全面地介绍公司的情况,以及公司所在行业的信息市场环境,例如:The marketplace has been stagnant for 2 years. We arepoised now to …产品或服务,例如:The present stage of S30 is in the design stage.产品生命周期,例如:Our current product line is …价格和利润,例如:Current prices are •…and profits are •…客户,例如:Current customers are using our …for …销售渠道,例如:We have service centers, retailers, manufacturer 'representatives …管理团队情况,例如:Most of our management is in place, however, we require a production manager to complete our team.财务状况,例如:Current cash available is …第三讲:目标确定(objectives)企业目标是企业使命和指导方针的具体化和数量化,它反应企业在一定时期内经营活动的方向和所要达到的水平。

商业计划书模板范文英文

商业计划书模板范文英文

商业计划书模板范文英文BUSINESS PLAN TEMPLATE.1. Executive Summary.This section provides a brief overview of the business, highlighting its unique value proposition, target market, and expected financial performance. It serves as a snapshot of the entire plan, giving readers a quick understanding of what the business is and where it's headed.2. Company Description.In this section, describe the business in detail. Include information about the industry, the specific products or services offered, and any unique features or advantages that set the business apart from its competitors.3. Market Analysis.Provide a comprehensive analysis of the target market, including its size, growth potential, and customer demographics. Identify the key trends and developments that are shaping the market, and explain how the business plans to capitalize on these opportunities.4. Organization and Management.Describe the ownership structure of the business, including any key individuals or teams responsible for its operation. Highlight the relevant skills and experience of the management team, and explain how their expertise will contribute to the success of the business.5. Marketing Strategy.Outline the marketing plan, including the positioning of the brand, the target audience, and the proposed promotional activities. Identify the key marketing channels that will be used to reach customers and generate awareness and interest in the business's products or services.6. Operations Plan.Describe the processes and systems that will be used to deliver the business's products or services. Include information about the supply chain, production processes, and any necessary equipment or technology. Also, explain how the business plans to ensure the quality andconsistency of its offerings.7. Financial Plan.Provide detailed financial projections for the business, including income statements, balance sheets, and cash flow statements. Identify the key financial metrics that will be used to measure the business's performance, and explain how it plans to achieve profitability and growth.8. Funding Request.If applicable, outline the business's funding requirements and how the funds will be used to support its growth and development. Identify the potential sources offunding, such as investors, loans, or grants, and explain why each source is suitable for the business's needs.9. Appendices.Include any additional documents or materials that support the information presented in the plan, such as market research reports, financial projections in detail, or bios of key team members.10. Conclusion.Summarize the key points of the business plan and emphasize the potential for growth and success. Reiterate the business's value proposition and its commitment to meeting the needs of its target market.This template provides a comprehensive framework for developing a business plan that covers all the essential elements of a successful business. It serves as a roadmap for entrepreneurs and investors to understand thebusiness's strategy, market potential, and financial viability.。

商业计划书模板(英文版)

商业计划书模板(英文版)

Business Plan Template (English Version) Executive SummaryThe executive summary is the first section of the business plan and provides a high-level overview of the key components of the plan. It should summarize the business idea, the market opportunity, and the company’s goals and objectives. It should also highlight the financial projections and the key management team members.Company DescriptionThe company description section provides an overview of the company, including its history, current operations, and future goals. This section should include information about the company’s legal structure, location, and ownership. It should also describe the company’s products or services, target market, and competition.Market AnalysisThe market analysis section should provide a detailed analysis of the target market, including size, demographics, and buying behavior. This section should also include a competitive analysis, whichidentifies and describes the key competitors and their strengths and weaknesses.Products or ServicesThe products or services section should provide detailed information about the company’s offerings, including their features, benefits, and pricing. It should also describe the company’s unique selling proposition (USP) and how it differentiates the company from its competitors.Marketing and Sales StrategyThe marketing and sales strategy section should outline the company’s approach to promoting and selling its products or services.This section should include information about the c ompany’s target audience, marketing channels, and sales approach.Financial ProjectionsThe financial projections section should provide a detailed overview of the company’s financial performance, including revenue, expenses, and profits. It should also in clude information about the company’s funding requirements, capital structure, and sources of funding.Management TeamThe management team section should provide information about the company’s key management team members, including their roles and responsibilities. It should also include their relevant experience and qualifications.ConclusionThe business plan template provides a comprehensive framework for creating a business plan that will help you achieve your goals and objectives. By following this template, you can ensure that your business plan is complete, well-organized, and presents a compelling case to investors and other stakeholders.。

商业计划书模板大纲(中英文版)

商业计划书模板大纲(中英文版)

Business Plan Template商业计划书模板大纲1.Table of Contents 目录2.Executive Summary 计划摘要(应在最后才写; 内容应握要精简, 约2页纸)3. General Company Description: 公司介绍- What business will you be in? 公司做甚么生意- Mission statements (optional) 营商使命- Company Goals and Objectives 公司目标和目的- Business philosophy: What is important to you in business? 营商哲学- 对你的生意来说, 甚么是重要的?- To whom will you market you products? 谁是你的目标客户- Describe your industry. How will your company be poised to takeadvantage of them 描述你所属的行业, 你如何抓紧这契机- Describe your most important strengths and core competencies 描述你的优势和竞争能力- Legal form of ownership 公司结构和注册形式4. Products and Services: 产品和服务- Describe in depth your products or services 详细介绍产品或服务- What factors will give you competitive advantages or disadvantages? 哪些因素会给你竞争上的优势或不利- What are the pricing, fee or leasing structures..? 收费/定价如何5. Marketing Plan 市场推广计划Market research (primary and secondary): 市场调查- Primary – your own data 第一手的- 自己收集的数据数据- Secondary – published information 第二手的- 公开的数据数据Economics (facts about your industry) 经济数据(所属行业的状况):- Market size 市场规模- Your market share 你占的市场份额- Market demand 市场需求- Market trend 市场趋势- Growth potential 发展潜力- Barriers of entry 入行障碍; 如: 高科技、高成本、工会限制等- How will you overcome the barriers? 如何克服这些障碍- Impact to your business (from change of technology, government regulations, economy, your industry) 对你生意有影响的事情(如: 科技的转变、政府法例、经济环境、所属行业等)Products 产品- Features and Benefits 工能与效益(从客户的角度考虑); 售后服务如何? Customers 客户- Target individual customers (age, gender, location, income level, socialclass and occupation, education, etc.) 目标个人客户(年龄、性别、地点、收入、社会阶层、职业、教育等)- Target business customers (industry, location, size of firm, quality,technology, etc. ) 目标商业客户(行业、地点、公司规模、质量、科技等)Competition 竞争- Major competitors (names and addresses) 主要竞争对手(公司名和地址)- Indirect competitors 简接竞争对手- Niche 优胜之处- Strategy (利用优胜之处) 制定市场推广策略- Promotion 宣传(媒体广告、宣传单张、互联网等)- Promotion budget 宣传费预算- Pricing 定价- Proposed location 营商地点(交通、人流、泊车、治安等)- Distribution channels 分销渠道- Sales Forecast (include best & worst scenarios) 销售预测(应包括最好和最坏的情况)6. Operational Plan 营运计划--日常运作情况- Production (products or services produced) 生产(产品或服务)- Location 作业地点(内外装璜、设备、卫生等)- Business Hours 营业时间- Legal Environment 法律环境- Personnel 人力资源- Inventory 货存- Suppliers 供货商- Credit Policies 赊账政策- Managing your Account Receivables 应收帐控管- Managing your Account Payable 应付账控管7. Management and Organization 管理和组织- Professional and Advisory Support (e.g. board directors, managementadvisory board, attorney, accountant, insurance agent, banker, consultant,mentor and key advisors, etc.) 专业人仕和顾问的支持,(如: 董事局成员、管理咨询团队、律师、会计师、保险顾问、银行家、商业顾问等)8. Personal Financial Statement 个人财务报表- for each owner and major shareholder 东主和主要股东9. Startup Expenses and Capitalization 开业启动费和股本- contribution by each investor and ownership percentage 每名股东的投资额及其股权10. Financial Plan 财务计划- 12-month Profit & Loss projection 未来12 个月收支损益预计- 4-year profit projection (optional) 未来4 年营利预计(随意的)- Projected cash flow 预计现金流情况- Opening day Balance Sheet 开业时的资产负债表- Break-Even Analysis 盈亏平衡分析11. Appendices (e.g. advertising materials, industry studies, market research studies, copies of lease and contracts, maps and photos of location, list of assets available as collateral for a loan, detailed lists of equipment owned or to be purchased, etc.) 附件(如: 广告单张、行业报告、市场研究报告、租约和合约副本、营业地点的地图和相片、可作为贷款抵押的资产、自置或准备购置器材列表等)12. Refining the Plan—The above is a generic business plan template, you should refine your plan accordingly depending upon your purposes. 以上是撰写商业计划书一般的基本纲要,你应按不同需要而适当地修改计划书For Raising Capital 用于资金筹集:For Bankers: 银行贷款- Amount of loan needed 贷款额- How the funds will be used 如何使用该笔款项- How will it make the business stronger 此举如何协助生意发展- Repayment terms 还款条款- Collateral offered 抵押品For Investors: 找寻投资者- Funds needed in short-term or 2 to 5 years 短期或2 至5 年内所需资金- How the fund will be used 如何使用该笔款项- How will it make the business grow 此举如何协助生意发展- Estimated return on investment 预计投资回报- Exit strategy for investors 投资者退股选择- Investors ownership and management control to the business 投资者的股份和管理权For Type of Business 用于不同形式的生意:Manufacturing 制造业- Planned production level 计划生产数量- Prices per product line 生产成本- Gross profit margin 总边际利润- Production capacity 生产力- Purchasing and inventory management 采购和库存管理Services Businesses 服务业- Key competitive factors 主要竞争因素- Pricing 收费- Quality control 质量控管- How to measure labor productivity 如何计算生产力- Credit, payment and collection policies 信用、结账及收帐政策- How to keep client base 如何保存客户数据High Technology Companies 高科技公司- Industry outlook 行业前景- Information systems 咨讯系统能否应付快速的市场转变- Strength of research and development 研究与发展的能力- How does the company protect intellectual property, avoid technological obsolescence, supply necessary capital, retain key personnel, etc 公司如何保护知识产权、避免科技过时、提供所需资金、保留重要员工等Retail Business 零售生意- Company image 公司形像- Pricing 如何定价- Inventory level 货存控管- Customer service policies 客户服务政策- Location 营商地点- Promotion 广告宣传。

商业计划书样本(英文版)

商业计划书样本(英文版)

Business Plan SampleExecutive SummaryOur business, XYZ Inc., is a tech startup that focuses on developing innovative mobile apps. Our flagship product, the XYZ Mobile App, is a convenient and user-friendly tool for organizing personal and professional schedules. With over 3 million users, we are one of the leading productivity apps in the market.The purpose of this business plan is to outline our strategies for the next 3 years, which include expanding our user base, introducing new features, and securing additional funding. With our experienced team of developers, marketers, and designers, we are confident in achieving our goals.Market AnalysisThe mobile app industry is rapidly growing, with a projected value of $935 billion by 2023. The demand for productivity apps is also on the rise, as more people seek ways to manage their busy schedules. However, there is stiff competition, with many established players in the market.Our target customers are working professionals and students who require an efficient tool for managing their tasks and appointments. We have identified several unique selling points that differentiate us from our competitors. These include:•Intuitive user interface that requires minimal training•Customizable layouts for different types of schedules (e.g. work, school, personal)•Cross-device synchronization for seamless integration with desktop and wearable devicesFurthermore, we have conducted surveys and focus groups to gather feedback from our users and potential customers. Based on this data, wehave identified several opportunities for improving our app, such as adding a built-in note-taking feature and integrating with popular calendar apps.Marketing StrategyIn order to reach our target audience, we will employ a combination of online and offline marketing tactics. This includes:•Social media advertising on platforms such as Facebook, Instagram, and LinkedIn•Search engine optimization to increase visibility on Google and Bing•Influencer marketing to leverage the reach of popular bloggers and social media personalities in the productivity niche•Partnership with relevant organizations and institutions, such as business schools and professional associations, to offer exclusive discounts and promotionsWe will also continue to monitor and respond to feedback from our users, and incorporate their suggestions into our marketing efforts.Financial ProjectionsOur business generates revenue through a combination of in-app purchases and advertising. We project the following financial statements for the next 3 years:Income StatementYear Revenue Expenses Profit/Loss2020$5 million$3 million$2 million2021$7 million$4 million$3 million2022$9 million$5 million$4 millionBalance SheetYear Assets Liabilities Equity2020$8 million$2 million$6 million2021$11 million$3 million$8 million2022$14 million$4 million$10 millionCash Flow StatementYear Cash Inflow Cash Outflow Net Cash2020$6 million$3.5 million$2.5 million2021$8 million$4.5 million$3.5 million2022$10 million$5.5 million$4.5 millionThese projections are based on conservative estimates, and do not take into account any potential acquisitions or mergers. We are confident in our ability to achieve these targets, as we have already secured agreements with several major advertisers and investors.Management TeamOur management team includes several experienced professionals with a strong track record in the tech industry. This includes:•John Smith, CEO: A serial entrepreneur with over 20 years of experience in founding and scaling successful startups.•Jane Doe, CTO: A seasoned software engineer and product manager, with expertise in mobile app development and user experience design.•Bob Johnson, CFO: A certified public accountant with extensive financial management experience, including experience in fundraising and investor relations.ConclusionWe believe that our innovative product, solid market analysis, effective marketing strategy, and experienced management team will position us for success in the highly competitive mobile app industry. With the support of our investors, and the dedication of our team, we are confident in achieving our goals and driving continued growth for the next decade and beyond.。

商业计划书模板(英文版)

商业计划书模板(英文版)

BUSINESS PLAN BUSINESS PLAN[My Company]123 Main StreetAnytown, USA 10000123-4567[Your Name][DATE]TABLE OF CONTENTSExecutive Summary (1)Management (2)[Company] History (5)[Product/Service] Description (7)Objectives (9)Competitors (10)Competitive Advantages (11)Innovation (13)Pricing (14)Specific Markets (15)Growth Strategy (16)Market Size and Share (17)Targeting New Markets (18)Location (19)Manufacturing Plan (20)Research & Development (21)Historical Financial Data (22)Proforma Financial Data (23)Proforma Balance Sheet (26)Cost Control (27)Effects of Loan or Investment (28)Attachments (29)Executive Summary[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions:[Startup, growth] opportunities exist in [Product/Service].The need for use of efficient distribution and financial methods in these overlooked markets.[I/We] have several customers who are willing to place large [orders,contracts] within the next three months.Several other prospective [customers/clients] have expressed serious interest in doing business within six months.[I/We] previously owned a company that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study.The basic components of this plan are:<Product>1. Competitive pricing2. Expand the markets3. Increased advertising4. Lower our unit costs,5. Thereby achieving higher profits.<Service>1. Sign contracts2. Increased advertising3. Increase office staffTo this end, [I/we] need investment from private individuals and/or companies. A total of $XXX is being raised which will be used to finance working capital, plant and equipment. The company willbe incorporated and common stock issued to investors. The company will be run as a [proprietorship, partnership, corporation].Financial GoalsYear 1 Year 2 Year 3Sales $1,000,000 $1,400,000 $1,600,000Net Income $25,000 $250,000 $375,000Earnings per.01 .12 .14share。

商业计划书英文模版(BUSINESS PLAN)(可编辑)

商业计划书英文模版(BUSINESS PLAN)(可编辑)

商业计划书英文模版(BUSINESS PLAN)BUSINESS PLAN TEMPLATE BUSINESS PLAN[My Company]123 Main StreetAnytown, USA 10000123-4567[Your Name][DATE]TABLE OF CONTENTSExecutive Summary 1 Management 2[Company] History 6[Product/Service] Description 8 Objectives 10Competitors 11Competitive Advantages 12 Innovation 14Pricing 15Specific Markets 16Growth Strategy 17Market Size and Share 18 Targeting New Markets 19Location 20Manufacturing Plan 21Research & Development 22 Historical Financial Data 23 Proforma Financial Data 24 Proforma Balance Sheet 27Cost Control 28Effects of Loan or Investment 29Attachments 30Executive Summary[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions:[Startup, growth] opportunities exist in [Product/Service].The need for use of efficient distribution and financial methods in these overlooked markets.[I/We] have several customers who are willing to place large [orders,contracts] within the next three months.Several other prospective [customers/clients] have expressed serious interest in doing business within six months.[I/We] previously owned a company that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study.The basic components of this plan are:Competitive pricingExpand the marketsIncreased advertisingLower our unit costs,Thereby achieving higher profits.Sign contractsIncreased advertisingIncrease office staffTo this end, [I/we] need investment from private individuals and/or companies. A total of $XXX is being raised which will be used to finance working capital, plant and equipment. The company will be incorporated and common stock issued to investors. The company will be run as a [proprietorship, partnership, corporation].Financial GoalsYear 1 Year 2 Year 3 Sales $1,000,000 $1,400,000 $1,600,000 Net Income $25,000 $250,000 $375,000 Earnings per share .01 .12 .14Management[Name][Title][Experience]Sales growth from zero to $1,000,000 in five years.Led market in market share - 30%.Formulated advertising budgets & campaigns.Pioneered new distribution channels.Established national sales force.Established national repair & service centers.Brought new and innovative products to the market.Designed point-of-purchase materials.[EducationUniversity of BostonBoston, MAB.A. - Computer SciencesShort BiographiesPresidentJohn Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990. Mr. Doe was the founder and Chief Executive Officer of the original operating company known as Random Excess, Inc. He has hadexperience in the widget field with his own firm, John Doe Co., of Oshkosh Wisconsin , from 1980 to 1987. This firm was sold to FatCat Widgets, Inc. in 1987. Mr. Doe has held a sales position with U S West Inc. since then. Mr. Doe graduated from the University of Colorado in 1981 with a bachelor’s degree in philosophy. Mr. Doe is employed by the Company on a full-time basis.Chief Financial OfficerRichard Roe, CPA, Chief Financial Officer, Treasurer and Director. Mr. Roe joined Random Excess, Inc. in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989. Mr. Roe was appointed Treasurer and a Director in July 1990. He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988. Mr. Roe graduated from Metropolitan State College in Denver, Colorado in 1976 with a bachelor’s degree in accounting. Since 1979 he has been licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants. Mr. Roe is employed by the Company on a full-time basis.Vice PresidentJoe Dokes, Secretary, Executive Vice President andDirector. Mr. Dokes supervises the company’s sales and implementations to its largest corporate customers, including US West, Great West Life Insurance, etc. Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Operations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990. He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50. Mr. Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982. He did not receive a degree from either university. Mr. Dokes is employed by the Company on a full-time basis.Vice PresidentSally Seaugh Vice President of Marketing. Ms. Seaugh has been the Company’s Vice President of Marketing since November 1988. From September 1986 to October 1988 she was involved in business development and marketing for United Bank of AuroraColorado . From February 1980 to August 1986 she was self-employed as an independent oil and gas landman. Ms. Seaugh graduated from the University of Denver in 1974 with a bachelor’s degree in Education. She is employed by the Company on a full-time basis.ResponsibilitiesJohn Q. Doe, Chief Executive Officer - Responsible for entire operation. Oversees management function and all other executives.Salary - $60,000.Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations. Salary - $40,000Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.Salary - $35,000Sally Seaugh Vice President of Marketing. Responsible for marketing, human resources and training.Salary - $30,000.Total Executive Compensation$165,000.[This Page is for an Organization Chart, if applicable.] [Company] HistoryIn [Month, Year] [I/we] formed a [Product/Service] company that manufactured start-of-the-art complex widgetry. This company was located in [City, State]. [I/we] formed this company as a [proprietorship, partnership, corporation]. Others involved in this business were: [names].The main goal of this company was to [explain].Financing was arranged through [home equity loans, savings, venture capital, friends and family, etc.] [Explain terms, rates and ability to repay.]This venture was very successful in generating and increasing sales, but was not effective in achieving profitability. The main reason for this was the amount of actual overhead experienced. This overhead was not initially anticipated by me at the beginning of that venture. Items including credit checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability.or:This venture was very successful in generating and increasing sales, as well as effective in achieving profitability. This was due to the following reasons: [Reason 1[Reason 2][Reason 3]OR:[My Company] was recently conceived and is still in the beginning stages. To this point the following has been accomplished:A team consisting of [list names and primary responsibility.i.e John Doe - Marketing has been formed.A prospective [customer/client] list has been drawn up.Strategy meetings are being held every Monday, Wednesday and Friday evenings.This business plan has been drawn up.[Now link the past to the future - why a former company will lead into this one or how your present company and history will lead into any future plans. A short paragraph should suffice.] We are now able to adequately address the markets we have targeted. We have adjusted our staff, redirected ouradvertising and sales force, and have added the products necessary to meet the needs and expectations of our customers.[Product/Service] Description[My Company] intends to offer [product/service]. This [product/service] offers our customers the best possible solution as it:Offers the lowest price on the marketIs the most technically advancedOffers more useful featuresSaves them time and moneyOffers our users better value per dollar spentProvides an alternative way to achieve a similar task.Provides a service which is not presently available in this area.Is strengthened by a team with combined experience of XX years.Saves them time and moneyProvides an alternative, cost effective way for them to realize a similar goal.We have a [copyright, service mark, trademark] or[exclusive agency, marketing rights] for this [product/service]. This agency will last until XXX at which time it may be extended for XX years or terminated. This agency agreement is cancelable upon XX days written notice.The [product/service] has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation:Overnight deliveryCold storageIncorporate preservativesShipment within two weeks to distributors.Specially padded boxcars.Even though the technology used to create this product is new, we expect that others will be able to substantially reproduce our patented results within XX years. To remain on the leading edge of this product, we will need to devote approximately XX% of revenues toward research and development. Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense. Our manufacturing plan has considered this.[If general service to be offered is not obvious, such as carpet cleaning, sales rep, lawn care, consulting, etc. explain what service is. Then give a detailed description of your particular service and its uniqueness.]Short Examples:1. Our carpet cleaning machinery is state-of-the-art.2. Our consulting practice will address these specialized areas: [list]3. We will only rep these specific product lines. [list]Even though at this time our expertise is unique in the marketplace, we expect advances to be made and competitors to arise and offer similar services. We will meet this challenge by:Hiring staff specialized in these new areas.Increase our continuing education and training expense.Adding complementary lines.Make regular investments in new equipment.ObjectivesLong Term[My Company] believes very strongly in technical, financial, business and moral excellence. To secure a stablefuture for all those connected with [My Company] we have set the following long term goals:Present market is estimated at $XXX. Our goal for market share is XX%.We want to be considered by our peers to be the market leader in sales as evidenced by:Trade industry awardsHigh end of scale in financial ratiosMajor market shareTechnical excellence awards, honors, etc.Community involvement Rotary, United Way, etc.Short TermMarket share goals -First Year XX%Second Year XX%Third Year XX%Fourth Year XX%[Decrease, Maintain] costs through acquisition of new plant and equipment. Increase productivity by investing in employee training and education.Budget for complete computer training for appropriate applications.Set up, Maintain] employee benefit program for continuing college education.Budget for necessary seminars and/or continuing job-specific education.Maintain state-of-the-art accounting system for careful tracking.Monthly reports on financial status vis-a-vis the industry.Aggressive recruitment of the best technical staff in the industry.Support company involvement in various local and national charity events.CompetitorsNameAddressCity, StateStrengths:Location - next door to supplier factory, on major artery, close to terminal, etc.Pricing - Low cost producer, known for aggressive pricing policy.Delivery - ships overnight to anywhere in the world.Management - Everyone has an MBA from Harvard.WeaknessesService - takes more than 3 months to receive spare parts.Dedication - If it’s sunny, they’re on the golf course or ski slope.Machinery - Slowly approaching obsolescence unless replaced within six months.Overhead - Spend lavishly on corporate dining room, limousines and champagne.Competitive AdvantagesThe distinctive competitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XXX years of hands-on experience in this industry.Sophistication in finance and distribution. This results in my being the low cost supplier in these price sensitive markets.The philosophy of [My Company] is to price not just according to our costs, but also according to what the market will pay.Our targeted minimum gross profit margin for a category must be XX%.By pricing to the market, [I/we] will achieve higher sales and therefore increase my buying power. As the amounts of my purchases increase, my per unit costs of shipping decrease and [I/we] will achieve higher discount levels from my suppliers. Through these economies of scale, many items currently on the market can be sold with lower prices, yet a higher net profit.Product pricing will include a range of quantity discounts as well as an early payment discount.Rather than being strictly regional, [I/we] will expand into the national market.To control foreign exchange risks, [I/we] will monitor the markets and hedge accordingly. [I/we] will also use overseas bank accounts.With those companies with which [I/we] have established a relationship or are known to be financially secure, [I/we] will work on a pre-pay basis. This allows me greater discounts.A level and policy of Capitalization that will allow me to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.A quarterly direct mail campaign directed at both current customers and prospective new customers consisting of an informative newsletter.A toll-free national 800 number will be used for customer orders and inquiries.[I/we] will print complete four-color catalogs on a yearly basis. Price lists will be updated as needed. [I/we] intend to be aggressive in trade magazine advertising.Consideration will also be given to attending trade shows around the country.With this level of capitalization, should an unexpected downturn occur, [I/we] will be able to continue operations on a positive scale.Innovation. [I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]The distinctive competitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XX years of hands on experience in this industry.Sophistication in management and finance. We are able to run an efficient and lean structure, yet still provide quality service to our clients and customers.Because of the nature of this industry, we will be able to rent office space in more moderately priced buildings.As a unique service company, we will be able to keep our margins high, allowing us to provide internal financing for growth possibilities.A level and policy of Capitalization that will allow [me/us]to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.Our initial marketing campaign will allow us to book a sufficient amount of business so that we can implement our telephone customer service support program.Innovation[I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]SummaryThrough [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby increasing the amount of profit to be retained in the business. Because of our pricing policy, more people will purchase our merchandise thus increasing the size of the market and we will be increasing our market share. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:increase serviceincrease advertisingreduce pricesincrease profitsincrease selectionThrough [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby ncreasing the amountof profit to be retained in the business. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:increase customer serviceincrease advertising expendituresincrease profitsincrease selection of services offeredThis plan will give us tremendous flexibility to use any of these options or a mix of them to effectively attack our target markets and meet our long term goals. This combination of experience, sophistication, capitalization and innovation will assist [My Company] as it strives to reach its sales, profit and return objectives.PricingBefore [I/we] set the price for my complex widgets, [I/we] determined on a unit basis what my costs were going to be. [I/we] then determined what the market price was for the normal widget. At this price it was determined that for all but the lowest sales projections, this product would turn a profit at this price. However, since our complex widgets offer additional features, we felt that we could price it approximately 50% above simple widgets.To test this price, we called a database of 50 large users of simple widgets. We first questioned them about the desirability of our extra features and then asked them directly if this price would be acceptable if such a product were available. We found that 75% of those polled would be interested in this product. Of this 75%, we received 10 firm orders representing approximately 30% of this group.OR:We have determined that the market price is $ XX per unit. This will equal a margin of XX%.OR:Our unit cost has been figured at $XX. We need a marginof XX% to pay our overhead and earn a sufficient profit. Therefore, our selling price will be $XX.Before [I/we] set the price for our [service], [I/we] forecast what our fixed monthly costs were going to be. [I/we] then determined what the market rate for comparable services were. At this rate it was determined that for all but the lowest billing projections, this [Service] would turn a profit at this rate.[Optional, if applicable]However, since our service is unique and demands a higher level of expertise, we felt that we should bill above other comparable rates.Specific MarketsMarket #1General HistoryThe first widget was introduced into the market in 1036. Widgets remained much as the original production until well into the 20th century when computer modeling showed that there could be some enhancements made to the basic widget. The market for widgets has been generally steady with market growth closely following the typical population growth. At this time there are approximately 1,500 companies worldwide making comparable simple widgets.Lawn care companies have enjoyed a period of steady growth over the past twenty years. This demand is due to many factors, not the least of which is the advance of lawn care technology. In our proposed marketing area, there are 25 lawn care services.Entry StrategyOur widget has been designed by the latest in computer aided design. We are able to manufacture our complex widgets on computer driven assembly lines using the latest in roboticsmanufacturing. This gives us a tremendous price advantage.We intend to market our complex widget through all the normal channels available to simple widgets. These include retail, wholesale, and OEM. To penetrate this market efficiently and swiftly, we intend to initially use commission sales representatives strategically located throughout the USA. We also will start a national advertising campaign targeting the end user in various national publications and on national TV commercials.Our sales representatives will be chosen based on their own experience in the marketplace. It is our intention to hire the best and the brightest among those currently available. Our marketing tests included many of the reps we initially would like to hire.Over the past few years, we have noticed an increase in demand for full lawn care services - not just grass cutting and snow removal. Our computerized office allows us to track our clients needs and schedule house calls on one hours notice.We intend to attack this market very aggressively through the use of:1. A pool of 10 telemarketers.2. House-to-house visits to neighbors of present clients.3. Advertisements in upscale magazines.4. Radio advertisements on weekends.5. Sales calls on real estate management companies.As we are offering a unique service, informing the public of our capabilities is of utmost importance.Growth StrategyAfter having successfully introduced the complex widget into the American market, our expansion will be in two separate areas: increasing sales in the USA and entering various foreign markets.After we have reached our first year sales goals, we intend to offer our sales reps the opportunity to sell our products exclusively by joining our company. We expect that a small percentage will desire to remain independent and these will have to be replaced with our own sales force. We intend to develop further sales reps from within by hiring and training them in our own sales methods. We will increase national advertising and begin targeting smaller accounts and specialty outlets. Additionally, we will conduct in house seminars forvarious OEM’s demonstrating how the inclusion of complex widgetry into their own products will increase the value of their products.After having successfully completed this entry phase into this market in the geographical are we have chosen, we will then expand our market by doing the following:1. Expand telemarketing pool to 20.2. Increase number of direct sales reps.3. Expand into neighboring cities.Market Size and ShareThe American market for [product/service] is estimated at $8 Billion annual sales based on data furnished by XYZ Survey. We estimate that we can achieve XX% market share within XX years.Marketing data for other markets is in the process of collection.Other MarketsUse the same format for additional markets.Targeting New MarketsTo continue our growth, we will be using the following methods to expand our markets and to increase our new areas of doing business:Customer contact - find out their needsLook for complementary productsTrade showsWorld Trade Center “Network”U.S. Government trade leadsState Government trade leadsOn-line computer prospecting and qualification DIALOG, D&B, etc.Market surveysResearch & developmentLocationRETAIL EXAMPLE:This business will be operated at 123 Any Street. This location is desirable because:The traffic flow has been rated at high.The rent is below marketThe building has the necessary facilities to operate this business.The location is convenient for our customers.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, commercial use.OTHER SAMPLE:This business will be operated at 123 Any Street. This location is desirable because:The building is structurally compatible for our use.The rent is below marketThe building has the necessary facilities to operate this business.The location is convenient for our freight companies, suppliers, clients and employees.Possibility of expansion in the area.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, commercial use.Manufacturing PlanSAMPLE:We will be using a conventional assembly line method of construction of our complex widgets. Our main supplier of component parts will be DEF Manufacturing of Fort Lee, NJ. In the event that they are not able to ship according to our specifications our secondary supplier will be MNO Amalgamated located in Charlotte, NC. These parts will be shipped to us by motor freight.The actual machinery used in the production line will be manufactured by A&M Machine Tools of Arlington, Texas. They also will be doing maintenance under a service contract. This design of machine and assembly will allows us to produce 24 hours a day as the entire assembly process is fully automated with state-of- the-art robotics of American manufacture.With robotics our labor costs and therefore our production costs will be the lowest in the industry. To maintain our advantage we have established lines of communication with all of our potential machinery suppliers. Most importantly wehave an ongoing relationship with several universities and are actively participating in various studies and experiments relating to production methods.These machines also incorporate quality checking by lasers. All products must come within XX% of specifications. Also, at regular intervals we will be using human inspection of products and machines.We do not anticipate generating any toxic materials at this time for these products. However, we will be closely monitoring all production to determine if any hazardous materials are being generated. We have contracted with an environmental engineering company to advise us on any possible problems as well as solutions including legal disposal of all hazardous wastes.We anticipate the following outlays for this capital equipment:A&M Machines $XXXService Contract $XXXResearch & DevelopmentSAMPLE:We have already spent a considerable amount of time in researching and developing our complex widgets. We have a verysimple laboratory equipped with the basic research equipment we need. We have thus far been able to discover lighter materials and several cost cutting manufacturing methods. The largest achievement to date is the discovery of a water based lubricant that does not disintegrate in rainstorms. We have called this lubricant “H2Ocus-Pocus”.Presently our research is being supervised by our Technical Director, John Q. Public. He will continue in this capacity. Having been the researcher involved with all our activities to this point, he is well qualified to continue our research efforts.Our next research project will center around using this new lubricant in our manufacturing processes and testing of a new material that has come to our attention.To this point, our research has paid for itself as we have been keying on bringing this new product to market. However, now that we are becoming more experimental in our research efforts such a continued success ratio can not be maintained.We have been investigating several potential government both state and federal funding sources. Our present program of joint research with the local university has b proven very beneficial.。

英文商业计划写作模板(business plan)

英文商业计划写作模板(business plan)
4. Marketing
SWOT and critical success factors
(Enter your text here)
Outline briefly your marketing strengths, weaknesses, opportunities and threats.
What are therefore the critical success factors for your business?
What target market(s) has your market research (and trading experience) established.
Explain how intimately you understand these markets (how close you keep to your customers) and how this feeds back into your business (improvements, product/service changes, etc).
Some sugested headings:
Brief summary and description of the Business.
Anticipated Start Date.
Owners and Partners
Trading Structure: IE Sole Trader/ Partnership / Ltd Company/ Social Enterprise/ LLP
Expected first year Sales/Turnover.
Expected First year Pre Tax Profit or Loss.

商业计划书英文模版

商业计划书英文模版

ConfidentialConfidentialityThis business plan is the property of the Company and is considered to be strictly confidential.It contains information intended only for the person to whom it is transmitted.With receipt of this plan,recipient acknowledges and agrees that:i)in the event recipient does not wish to pursue this matter,this document will be returned,at the address listed above as soon as possible;ii)the recipient will not copy,fax, reproduce,divulge,or distribute this confidential plan,in whole or in part,without the expressed written consent of the Company;iii)all of the information herein will be treated as confidential material with no less care than that afforded to your own company confidential material.This Business Plan contains forward-looking statements which involve risks and uncertainties.The Company's actual results could differ materially from those anticipated in these forward-looking statements as a result of certain factors,including those set forth under"Risk Factors"and elsewhere in this Business Plan.Table of ContentsEXECUTIVE SUMMARY (3)MISSION STATEMENT (4)INDUSTRY AND MARKETPLACE ANALYSIS (5)D ESCRIPTION OF THE I NDUSTRY AND M ARKET (5)C USTOMERS AND M ARKET S EGMENTA TION (5)C OMPETITION (5)T HE B USINESS O PPORTUNITY (6)THE INNOVATION–PRODUCT OR SERVICE DESCRIPTION (7)O VERVIEW OF THE P RODUCT OR SERVICE (7)P RODUCT B ENEFITS (7)T ECHNOLOGY (7)P RODUCT C OMPARISON (7)F UTURE P RODUCT R OADMAP (7)THE BUSINESS STRATEGY (8)T HE B USINESS S TRA TEGY (8)M ETHODS OF D OING B USINESS (8)F UTURE O PPORTUNITIES (8)MARKETING AND SALES (9)M ARKET R ESEARCH (9)M ARKETING P LAN (9)T ARGET M ARKETS (9)RESEARCH AND DEVELOPMENT (10)OPERATION/MANUFACTURING (11)MANAGEMENT AND OWNERSHIP (12)FUNDS REQUIRED AND THEIR USES (13)FINANCES (14)A SSUMPTIONS (14)S ALES F ORECAST (14)O PERA TING E XPENSES (14)P ROFIT&L OSS (14)C ASH F LOW (14)NPV AND B REAK E VEN P OINT (14)BIBLIOGRAPHY (15)APPENDICES (15)Executive Summary(2-3pages)The purpose of this section is to provide a short introduction to the company and clearly define the unique competencies of the company,which will ensure its success. This section should include the following:∙A summary of the mission statement&the vision.∙Company background(if relevant)including date of establishment, financial and marketing achievements etc.∙Industry and Market Summary.∙The Business Opportunity.∙A summary of the Innovation.∙Business Strategy summary.∙Marketing and Sales.∙Research and Development.∙Operations/Manufacturing.∙Management and Ownership.∙Funds Required.∙Financial Summary.Mission Statement(1-3page)The purpose of this section is to provide the mission and vision of the company. This section should include:∙Who we are∙What we do(product/service)∙How we do it(technology)∙For whom we do it(customer segment,needs)∙Vision∙Company background(if relevant)including date of establishment, financial and marketing achievements,etc.Industry and Marketplace Analysis(4-6pages)The purpose of this section is to provide the investor with background on the industry and its growth potential.Description of the Industry and MarketThis section should include the following:∙Description of the industry∙Industry size today(in$and or units),Forecasted industry size in3-5years∙What are the major drivers for growth?For example,are products becoming more affordable,easier-to-use,faster,greater performance?Is there increased awareness about the industry that might be driving growth?Is positive user experience driving growth?∙What trends are emerging in the industry?For example,are there standards in the industry?Are there new technologies coming out?Are big companies becoming interested in the industry?Is there a tendency towards consolidation?Where is the market heading?∙Industry’s value chain(a diagram is recommended)Customers and Market Segmentation∙How is the market segmented?By price,application,etc.?What is the size, the growth rate and the needs of the targeted market segment?∙Who are your immediate customers,who are the end users?CompetitionThe purpose of this section is to present factors that influence competition in your industry,to present who your main competitors(or competitors’groups)are and your strengths/weaknesses vis-a-vis each competitor(or group).∙What are the crucial competitive factors in your industry?Price,reliability, compliance with standards,installed base,time-to-market,technological innovation,availability of customer support?∙Who are the main competitors’groups?Provide a short description of each group,the differentiating aspects of their products,corporate resources,market positioning,etc.Who are their customers?Include a summary table that compares the competing solutions and your proposed solution.The Business OpportunityThe purpose of this section is to explain the market need for the product/service. The idea is to show what is lacking in the industry and the business benefits that will be gained by resolving these issues.Note that these issues should correspond with the problems that your new product will resolve.This section should include the following:∙What are the key needs of the customers in the target segment?∙What are the challenges that the industry is facing(that the new innovation responds to)?For example,are products unreliable,highly fallible, incompatible,require long training periods,provide poor performance, expensive,not broadly available?∙What will be the business results for users if these challenges are overcome?For example,greater productivity,lower costs,shorter time-to-market∙What will be the business results for users in$/%terms?For example, costs will be cut by$x,productivity will be increased by x%.∙Who has the most to gain for these improved business benefits?Who is hurting the most from the fact that the industry has not yet overcome the challenges described above?Who will be willing to pay for the improved business benefits?∙What is the revenue opportunity?The Innovation – Product or Service Description(3–5pages)The purpose of this section is to present the new product or service and show how it will overcome the challenges presented above.Overview of the Product or Service∙What is the new product/service which the company is proposing?∙What stage of development is it in?∙What is the quantum leap that makes your solution superiorProduct Benefits∙What are the benefits of the new product/service to the different markets?How does it resolve the challenges described above?∙Who will reap these benefits?TechnologyOn which technology is the product/service based?Is this technology unique?How central is the technology to the product?What is its expected life cycle and future generations?Is it patented?Are there substitute technologies?Product ComparisonConduct a comparative analysis of your product and resources vs.the competing solutions.This should include comparison of track record and reputation,market penetration,technological capabilities,strengths and weaknesses of each product, target markets,ability to meet customer requirements,feature comparison,price comparison,etc.(presenting in a table is recommended)Future Product Roadmap∙What is the future product roadmap?What additional products might the company develop in the future?The Business Strategy(3-5pages)The Business Strategy∙SWOT analysis∙Porter's Model-5competitive Forces∙You should discuss your competitive advantage,how is it achieved,what are the resources that you have or willing to develop in order to achieve sustainable competitive advantage.∙What will the company sell and to whom?How is it going to make money?∙Which stages of the value-added chain does the firm occupy?Who are its suppliers,who are its immediate customers,what marketing channels does the firm use?How does the production,marketing and after-sales servicing?∙How do you chose your gereic strategy?How is the firm going to position itself in the industry:niche player,differentiator or cost leader?Methods of Doing Business∙What are the revenue streams?Future Opportunities∙What are the plans for the future?Market expansions,new products,new directions.Marketing and Sales(4-5pages)The purpose of this section is to define the marketing strategy:the specific market segments the company will be operating in and how the company will penetrate those segments.Market Research∙What are the main results of the market research?∙What are the conclusions derived from the market research results? Marketing Plan∙Marketing mix–4Ps.How will the company achieve its sales/market share goals?What are the distribution channels?What will be the pricing policy?What advertising/PR activities will be required?What is the advertising and PR budget and its allocation to the media channels?Target Markets∙Have potential customers in each market segment been contacted?What feedback has been received from potential customers in each target market segment?Any signed agreements?∙Which markets will the company focus on first and why?∙What are the market share goals for the company–short term and long term?Research and Development(2-3pages)The purpose of this section is to present a detailed plan of the R&D program including milestones and a description of the time and resources required to achieve those milestones.This section should include:∙What R&D has been done to date?What stage is development at:alpha, beta,stage I-IV?∙How long will it take to develop the product/service until it is ready for commercial use?Following is a sample Gantt chart for this purpose:∙What resources will be required–equipment and manpower?How much will it cost?This can also be provided in graph form.∙How does the technical support program work?What kind of support is needed?Operation / Manufacturing(2-3pages)The purpose of this section is to present the company’s manufacturing capabilities. This section should include the following:∙Production procedures–What parts of the production process are performed in-house?What parts are produced by subcontractors?∙How are suppliers selected?What are lead time requirements?What is the risk of critical element shortages?∙Production facilities and capabilities∙ISO9000compliance?∙Peoduct/service cost estimations.Management and Ownership(2-3pages)The purpose of this section is to provide a profile of the company’s core management team and its owners.This section should include:∙Profile of each of the key managers∙Plans for recruiting key personnel∙Organization chart∙Profile of company owners/BOD∙Short profiles of the advisory board membersFunds Required and Their Uses(1-2pages)The purpose of this section is to describe to investors how their investment funds will be spent and how much additional funding will be required and when.This section should include:∙Current funding requirements–amount,when∙Funding requirements over the next3-5years∙Use of proceeds–capital expenditures,working capital,debt retirement, acquisitions∙Exit and long range financial strategies(liquidating investors’positions)–going public,leveraged buyout,acquisition by another companyThis can be provided in table form as follows:Finances(3-4pages)The resolution of the financial documents should be on monthly basis for the first year,quarterly basis for the second year,and annual basis for the next3years. AssumptionsSales ForecastAn example of forecasted sales:Operating ExpensesProfit & LossCash FlowNPV , Break Even Point, Return On InvestmentBibliography(1-3pages)AppendicesThe appendices are where you collect the documents that support the body of the business plan.Detailed Finanacial Statements:Profit&Loss StatementBalance SheetCash FlowMonthly Cash Flow for the1st yearBreak-even analysisFinancial assumptionsMarket Research – Questionnaire, Methodology and Results Detailed development timelineDetailed operations layoutRisk Factors。

英文商业计划书

英文商业计划书

英文商业计划书Business PlanExecutive SummaryThis business plan aims to introduce a new retail store called "Fashion World" which will target the young adult market segment. The store will offer a wide range of trendy and affordable fashion apparel, footwear, and accessories for both men and women. Fashion World will be located in a busy commercial area with high footfall and will aim to capture a significant market share in the region.1. Business DescriptionFashion World will be a retail store specializing in providing fashionable clothing and accessories for the young adult market. The store will be approximately 1000 square feet in size and will be carefully designed to create a modern and inviting atmosphere for customers. We will stock a variety of merchandise sourced from reputable local and international suppliers, ensuring high-quality products at affordable prices.2. Market AnalysisThe young adult market is a highly profitable segment with high disposable income and a strong desire to keep up with the latest fashion trends. Our target customers are aged between 18 and 30, both male and female, who value stylish and affordable clothing. With the increasing influence of social media platforms, there is astrong demand for trendy fashion items among this demographic.3. Competitive AnalysisWhile there is competition from existing fashion stores in the area, Fashion World aims to differentiate itself by offering a wider range of products at more affordable prices. We will frequently update our inventory to stay on top of the latest trends and ensure that customers always find something new and exciting in our store.4. Marketing StrategyTo reach our target customers, Fashion World will employ a variety of marketing tactics. We will utilize social media platforms such as Instagram and Facebook to promote our products and engage with our customers. Additionally, we will collaborate with local fashion influencers to showcase our merchandise and create brand awareness. In-store promotions, discounts, and loyalty programs will also be implemented to encourage repeat customers.5. Financial PlanTo establish Fashion World, an initial investment of $200,000 will be required. This capital will be utilized for store setup, inventory purchase, marketing expenses, and operating costs for the first six months. It is projected that the business will achieve profitability in the second year of operation, with an estimated annual revenue of $500,000.6. OperationsFashion World will be open 6 days a week, from Monday to Saturday, with extended hours on weekends. The store will employ a team of experienced and knowledgeable staff to provide excellent customer service and assist customers in finding the perfect fashion items.ConclusionFashion World aims to become a go-to destination for trendy and affordable fashion in the local market. With a well-planned marketing strategy and a high-quality product offering, we are confident in capturing a significant share of the young adult market segment. By consistently providing the latest fashion trends at affordable prices, we anticipate achieving long-term success and profitability.。

英语商业计划书模板范文word

英语商业计划书模板范文word

英语商业计划书模板范文wordExecutive SummaryOur company, "EcoGreen Solutions," is a startup focused on providing sustainable and eco-friendly products to the market. With a vision to reduce environmental impact, we aim to revolutionize the consumer goods industry by offering alternatives to conventional, non-recyclable products. Our initial product line includes biodegradable packaging materials and reusable grocery bags.Business DescriptionEcoGreen Solutions is established with the mission to promote a greener lifestyle by offering innovative and sustainable products. Our business model is built on a strong foundation of research and development, coupled witheffective marketing strategies to create awareness and demand for our products.Market AnalysisThe market for eco-friendly products is growing rapidly, driven by increasing consumer awareness about environmental issues. Our target market includes environmentally conscious consumers, businesses looking to reduce their carbon footprint, and government entities promoting green initiatives.Products and ServicesOur product line is designed with the environment in mind. We offer a range of biodegradable packaging materials thatcan replace traditional plastic and paper products. Additionally, we have developed a line of reusable grocery bags made from recycled materials, which are both durable and stylish.Marketing StrategyOur marketing strategy involves both online and offline campaigns to reach our target audience. We will utilizesocial media platforms, content marketing, and influencer partnerships to create brand awareness. We also plan to participate in trade shows and environmental events to showcase our products.Operational PlanOur operations will be managed through a lean andefficient structure. We will outsource production tocertified eco-friendly manufacturers to ensure quality and sustainability. Our supply chain will be optimized forminimal environmental impact, with a focus on local sourcing and distribution.Financial ProjectionsWe project strong growth in the initial years, with abreak-even point expected within the first two years of operation. Our financial projections are based onconservative estimates of market penetration and sales volume, with a clear path to profitability.Funding RequestWe are seeking an investment of $500,000 to support the initial phases of product development, marketing, andinventory management. This funding will be instrumental in establishing our brand and achieving market presence.ConclusionEcoGreen Solutions is poised to make a significant impact in the eco-friendly consumer goods market. With a strong business plan, innovative products, and a dedicated team, we are confident in our ability to succeed and contribute positively to the environment.。

商业计划书英文范文

商业计划书英文范文

商业计划书英文范文篇一:商业计划书提纲写作(中英文)Business Plan Outline - 23 Point Checklist For SuccessDave Lavinsky, ContributorIf you’re looking for funding for a new or existing business, you need a business plan. Your business plan gives lenders and investors the information they need to determine whether or not they should consider your company.Your business plan outline is the first step in organizing yourthoughts. And, when you follow the outline below, you ensure your business plan is in the format that prompts investors and lenders to take action.In the business plan outline below, you will see the ten (10) sections common to business plans, and the twenty-three (23) sub-sections you must complete.Section I – Executive Summary1 – Executive Summary1The Executive Summary is the most important part of your business plan. Because if it doesn’t interest readers,they’ll never even get to the rest of your plan.Start your Executive Summary with a brief and concise explanation of what your company does. Next, explain why your company isuniquely qualified to succeed. For example, does your management team have unique competencies? Do you have any patents? Are you thefirst mover in your market? Does a huge, unmet market opportunity exist? Etc.Finally, include a synopsis of your financial projections in your Executive Summary. Specifically, include your expected revenues, expenses and profits for each of the next five years, how much funding you are seeking, and the key uses of these funds.Section II – Company Overview2 – Company OverviewThe Company Overview section provides a brief history of your company.Here you will answer questions such as when and how yourorganization was formed, what type of legal entity you are, and accomplishments to date.2Importantly, your past accomplishments are perhaps the bestindicator of potential future success, so be sure to identify and include all key milestones your company has achieved to date. SectionIII – Industry AnalysisYour Industry Analysis section has two sub-sections as follows: 3 –Market OverviewThe Market Overview section discusses the size and characteristicsof your market. For example, if you are a restaurant, you would includethe size of the restaurant market, a brief discussion of sectors (e.g., fast food versus fine dining) and market trends.4 – Relevant Market SizeThe relevant market size is a much more specific calculation of your market size. It is the annual revenue your company could attain if it attained 100% market share. Your relevant market size is calculated by multiplying 1) the number of customers who might be interested in purchasing your products and/or services each year and 2) the amountthese customers might be willing to spend, on an annual basis, on your products and/or services.Section IV – Customer AnalysisYour Customer Analysis section has two sub-sections as3follows: 5 – Target CustomersYour Target Customers section precisely identifies your currentand/or intended customers. Include as much demographic data on yourtarget customers as possible, such as their gender, age, salary, geography, marital status and education.6 – Customer NeedsIn this section of your business plan, specify why customers want or need your products and/or services. For example, do customers care most about speed, quality, location, reliability, comfort, price, value, etc.?Section V – Competitive AnalysisYour Competitive Analysis section has three sub-sections as follows: 7 – Direct CompetitorsDirect competitors are companies that fill the same customer needyou fill with the same solution. For example, if you operate an Italian restaurant, other Italian restaurants would be direct competitors. In this section of your business plan, outline who your direct competitors are, and their strengths and weaknesses.8 – Indirect CompetitorsIndirect competitors are companies that fill the same4customer need you fill with a different solution. For example, ifyou operate an Italian restaurant, a French restaurant would be an indirect competitor.In this section of your business plan, outline who your indirect competitors are, and their strengths and weaknesses.9 – Competitive AdvantagesImportantly, identify your Competitive Advantages in this section. Specifically, state what is it about your company that will allow you to effectively compete (and win) against both direct and indirect competitors.Section VI – Marketing PlanYour Marketing Plan section has four sub-sections as follows: 10 –Products &amp; ServicesHere is where you give the details of the products and/or services your company offers.11 – PricingDetail your pricing here. In particular, discuss how your pricing relates to competition. For example, are you the premium brand? The low cost brand?Discuss your expected branding based on your chosen pricing model.12 – Promotions Plan5Your promotions plan details the tactics you will use to attract new customers. For example, you might choose radio advertising, or online pay-per-click ads, or press releases, and so on. In this section, detail each form of promotions you will use.13 – Distribution PlanYour Distribution Plan outlines the ways in which customers can buy from you. In many cases, they can only buy directly from you, perhaps at your physical location or web address. In other cases, you might have distributors or partners who sell your products or services. In such a case, detail this structure.Section VII – Operations PlanYour Operations Plan section has two sub-sections as follows: 14 –Key Operational ProcessesYour Key Operational Processes are the daily functions your business must conduct. In this section, you will detail these functions. Forexample, will you maintain a Customer Service department? If so, what specific role will it fill?By completing this section, you’ll get great clarity on theorganization you hope to build.15 – Milestones6In this section of your business plan, list the key milestones you hope to achieve in the future and the target dates for achieving them.Here is where you set goals for specific and critical undertakings, such as when a new product will be created and launched, by when you plan to execute new partnerships, etc.Section VIII – Management TeamYour Management Team section has three sub-sections as follows:16 – Management Team MembersThis section details the current members of your management team and their backgrounds.17 – Management Team GapsParticularly if you’re a startup venture, you will haveholes in your team; roles th at you’d like to fill later. Identify such roles here, and the qualifications of the people you will seek later to fill them. 18 – Board MembersIf you maintain a Board of Advisors or Board of Directors, detail your Board members and their bios in this section.Section IX – Financial PlanYour Financial Plan section has four sub-sections as follows: 19 –Revenue Model7As simple as it seems, this section of your business plan gives clarity on how you generate revenues. Do you sell products? Do you sell advertising space? Do you sell by-products, like data? Do you sell all of the above?20 - Financial HighlightsYour full financial model (income statement, balance sheet and cash flow statement) belong in your Appendix, but in this section you’ll include the highlights. For instance, include your revenues, key expenses, and projected net income for the next five years. 21 –FundingRequirements/Use of FundsIf you are seeking funding for your company, detail the amount here, and importantly for what you will use the funds.篇二:商务英语写作(商业计划书写作格式)商务英语写作:商业计划书写作格式2008-03-24 13:39:08 来源:爱词霸资讯官网封面 (Title page)0.1 企业的名称和地址Name and address of business0.2 负责人的姓名和地址Name(s) and address(es) ofprincipals80.3 企业的性质Nature of business0.4 报告机密性的陈述Statement of confidentiality目录 (Table of contents)1. 概述/总结 (Executive summary)2. 行业及市场分析 (Industry analysis)2.1 对未来的展望和发展趋势 (Future outlook and trends)2.2 竞争者分析 (Analysis of competitors)2.3 市场划分 (Market segmentation)2.4 行业预测 (Industry forecasts)3. 企业的描述 (The description of the venture)3.1 企业的宗旨和目标(Mission statement and objectives)3.2 产品或服务的描述 (Description of the product or service) 3.3 企业的规模 (Size of business)3.4 产品的进一步开发 (Future potential/product development) 3.5 竞争优势 (Competitive advantage)3.6 办公设备和人员 (Office equipment and personnel)3.7 创业者的背景 (Backgrounds of entrepreneurs)4. 生产计划 (Production plan)4.1 制造过程/被分包的数量 (Manufacturing process /9amount subcontracted)4.2 选址 (Location)4.3 厂房 (Physical plant)4.4 机器和设备 (Machinery and equipment)4.5 原材料的供应情况 (Sources of raw materials to besupplied)4.6 生产能力和提高的可能性 (Output limitations, if any, and scale-up possibilities)4.7 质量控制计划 (Quality control plans)5. 营销计划 (The marketing plan)5.1 定价 (Pricing)5.2 分销 (Distribution)5.3 促销 (Promotion)5.4 产品预测 (Product forecasts)5.5 预见的涨价 (Anticipated mark-up)5.6 竞争对手的反应(Competitors’ response)5.7 市场份额预测 (Market share projection)5.8 控制 (Controls)6. 组织计划 (Organizational plan)6.1 所有权的形式 (Form of ownership)6.2 合作者或主要股权所有人的身份 (Identification of partners or principal shareholders)106.3 负责人的权利 (Authority of principals)6.4 管理层成员的背景 (Management team background)6.5 组织成员的角色和责任 (Roles and responsibilities of members of organization)7. 风险与对策分析(Assessment of risks)7.1 企业弱点的评价 (Evaluate weakness if business)7.2 新技术 (New technologies)7.3 应急计划 (Contingency plan)8. 财务计划 (Financial plan)8.1 各种业绩比率和投资回报 (Summary of performance ratios, ROI etc.)8.2 销售预测 (Sales forecasts)8.3 财务预测的假设 (Assumptions underpinning financial forecasts)8.4 损益表 (Income statement / Profit and loss statement)8.5 预测现金流量表 (Cash flow projections)8.6 资产负债预估表 (Pro forma balance sheet)8.7 量本利分析 (Break-even analysis)8.8 资金来源和运用 (Sources and applications of funds)9. 融资需求 (Financing requirements)9.1 融资前的活动小结 (Summary of operations prior to financing)119.2 现在的股东和未付债款 (Current shareholders, loans outstanding)9.3 资金需要量及时间 (Funds required and timing)9.4 投资回报 (The deal on offer)9.5 资本负债比率和盈利与利息比率 (Anticipated gearing and interest cover)9.6 投资者退出方式 (Exit routes for investors)附录 (Appendix)1. 管理人员简历 (Management team biographies)2. 职业咨询人员背景 (Names and details of professional advisors)3. 技术参数和图纸 (Technical data and drawings)4. 专利、版权、设计等 (Details of patents, copyright, designs)5. 审计的报表 (Audited accounts)6. 信件 (Letters)7. 市场调研数据 (Market research data)8. 租约或合同 (Leaser or contracts)9. 供应商的报价单 (Price lists from suppliers)10. 客户的订单 (Orders from customers)篇三:商业计划书英文版(免费) txt格式Exhibit 2 KEY FACTORS FOR SUCCESS OF12INNOVATIVE START-UPS Ideas . Degree of innovation . Scope . Patent Capital . Availability/amount . Needs/ responsibilities . Exits for investors People . Inventors . Entrepreneurs . Team members Traditional service providers . Attorneys . Patent lawyers . Tax consultants/ accountants . Market researchers Network and exchange . Coaching . Networking . Team building . Innovative service provider –Venture capitalists –Headhunters –Angelinvestors –High-tech start-up consultants 1. THE ROUTE FROM CONCEPT TO COMPANY New, innovativecompanies generally try to grow from start-ups into established companies within 5 years. But they can seldom finance their activities alone along the way. Rather, they are dependent on professional investors with considerable financial clout. For entrepreneurs, financing is a critical question – the business plan must thus be considered from the point of view of potential investors right from the outset. 1.1. Success factors Successful companies arise from a combination of five elements (Exhibit 2). 1. No business concept, no business Having an idea is just the beginning of the creative process. Many entrepreneurs are initially infatuated with their inspiration, losing sight of the fact that13their idea is the point of departure for a long process of development which must face – and withstand – toughchallenges before it can enjoy financing and market success as a mature business concept. 2. Money matters Without somebody who invests money into the idea to grow it into a viable business, this businesswill never become a reality. From early on, therefore, much attention must be paid to convincing investors to provide the necessary funding. 3 Exhibit 3 STAGES OF START-UP DEVELOPMENTBusiness idea generation Business plan preparation Start-up and growth Established company Interest of investors Financing decisionsExit of initial investors3. No entrepreneurs, no enterprise Growing new firms is not a one-person job. It can only succeed with a team of, usually, three to five entrepreneurs whose talents are complementary. Putting together well-functioning teams is a difficult process – one that takes time, energy, and anunderstanding of human nature. Do not lose any time in putting your team together and work on perfecting it throughout the entire start-up process. The characteristics of a high-performance management team are discussed in more detail in section 6.3 of this Guide. 4. Traditional service14providers will help you clear the first hurdles You will often need the advice of professional service providers, such as patent lawyers, tax advisors, and market researchers - especially at the beginning. Getting the right information early (e.g., for registering a patent) can have consequences for later success or failure. 5. Strong networks are a shot in the arm for every new company Professional guidance forpotential entrepreneurs through a network of sponsors, entrepreneurs, venture capitalists, and service providers is decisive in transforming viable ideas into real companies. Prime examples for such regional networks can be found in Silicon Valley and the Boston area. 1.2. Stages of development The typical progression of the start-up and development of growing companies into established firms can be subdivided into three stages. The end of each stage serves as amilestone for venture capitalists by which to gauge the status of their investment. Being familiar with each stage and the challenges it poses may spare you wasted energy and disappointment. Please note, however, that the three stages in the development of a functioning start-up do not match the three phases in the development of a business plan within the framework of this competition (see Exhibit153). If you intend to be successful, this start-up process should influence both your activities as the initiator of a business concept and your path toward forming your own company. To a large extent, it is the demands of investors that will determine how you must approach the individual stages of the start-up. 4 Stage 1: Business idea generation The beginning is the inspiration – your solution to a problem. It must be evaluated to determine if it delivers an actual customer value, whether the market is big enough, and just how big it will be. The idea itself has no intrinsic economic value. It acquires economic value only after it has been successfully transformed into a concept with a plan and implemented. You will need to start putting together your team as soon as possible, finding partners who can develop your product or service until it is ready for market (or at least until shortly before). In the case of products, this stage usually involves a functioning prototype. You will most likely have to do without venture capital during this stage. You will still be financing your plan with your own money, help from friends, perhaps state research subsidies,contributions from foundations, or other grants. Investors refer to this as seed money, as your idea is still a seedling, not yet exposed to the16harsh climate of competition. Your objective at this stage is to present your business concept and market – which formsthe foundation of your new company – so clearly andconcisely as to pique the interest of potential investors in helping you cultivate your idea further. Stage 2: Business plan preparation17。

英文商业计划书模板

英文商业计划书模板

英文商业计划书模板篇一:商业计划书英文模板篇一:英文商业计划书模板英语商业计划书(business plan)第一讲:概述第二讲:现状分析第三讲:目标肯定第四讲:组织结构第五讲:产品分析第六讲:市场分析第七讲:市场策略第八讲:生产分析第九讲:财务分析第十讲:附件第一讲:概述(executive summary)概述是整个商业计划的第一部份,相当于整个商业计划的浓缩,使整个商业计划的精华所在。

一般将概述放在最后书写,页数应控制在2页之内。

概述应包括的大体内容有:企业的宗旨,例如:in XX, abc corporation was created to...now, abc corporation is at a point where?背景介绍,例如:for many years people have?the condition of the industry today is such that?产品或服务及市场竞争情况,例如:and proprietary construction tool企业目标,例如:prominent market position. we feel that within 5 years abccorporation will be in a suitable condition for furtherexpansion, an initial public offering or profitable acquisition.管理团队和管理组织,例如our management team consists of 5 men and womenwhose backgrounds consist of 10 years of marketing with?市场策略,例如:the fundamental thrust of our marketing strategyconsists of?财务状况和计划,例如:in 5 years we will have? and our investors will beable to?结论,例如:abc corporation enjoys an established track-record ofexcellent support for our customers. their expressions ofsatisfaction and encouragement are numerous, and weintend to continue our advances in the?第二讲:现状分析(present situation)这部份尽可能简明扼要而又全面地介绍公司的情况,和公司所在行业的信息。

计划书英文

计划书英文

计划书英文六篇计划书英文篇1英语商业计划书(Business Plan)第一讲:概述第二讲:现状分析第三讲:目标确定第四讲:组织结构第五讲:产品分析第六讲:市场分析第七讲:市场策略第八讲:生产分析第九讲:财务分析第十讲:附件第一讲:概述(executive summary)概述是整个商业计划的第一部分,相当于整个商业计划的浓缩,使整个商业计划的精华所在。

一般将概述放在最后书写,页数应控制在2页以内。

概述应包括的基本内容有:企业的宗旨,例如:In 20xx, ABC Corporation was created to...Now, ABC Corporation is at a point where…背景介绍,例如:For many years people have…The condition of the industry today is such that…产品或服务及市场竞争情况,例如:We have just completed the development of S30 – a noveland proprietary construction toolCompared to competitive products, our s30 can…企业目标,例如:Our objective, at this time, is to propel the company into aprominent market position. We feel that within 5 years ABCCorporation will be in a suitable condition for furtherexpansion, an initial public offering or profitable acquisition.To accomplish this goal we…管理团队和管理组织,例如Our management team consists of 5 men and womenWhose backgrounds consist of 10 years of marketing wi th…市场策略,例如:The fundamental thrust of our marketing strategyconsists of…财务状况和计划,例如:In 5 years we will have… and our investors will beable to…结论,例如:ABC Corporation enjoys an established track-record ofexcellent support for our customers. Their expressions ofsatisfaction and encouragement are numerous, and weintend to continue our advances in the…第二讲:现状分析(present situation)这部分尽可能简明扼要而又全面地介绍公司的情况,以及公司所在行业的信息。

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第一讲:概述第二讲:现状分析第三讲:目标确定第四讲:组织结构第五讲:产品分析第六讲:市场分析第七讲:市场策略第八讲:生产分析第九讲:财务分析第十讲:附件第一讲:概述(executive summary)概述是整个商业计划的第一部分,相当于整个商业计划的浓缩,使整个商业计划的精华所在。

一般将概述放在最后书写,页数应控制在2页以内。

概述应包括的基本内容有:企业的宗旨,例如:In 2007, ABC Corporation was created to...Now, ABC Corporation is at a point where…背景介绍,例如:For many years people have…The condition of the industry today is such that…产品或服务及市场竞争情况,例如:We have just completed the development of S30 – a noveland proprietary construction toolCompared to competitive products, our s30 can…企业目标,例如:Our objective, at this time, is to propel the company into aprominent market position. We feel that within 5 years ABCCorporation will be in a suitable condition for furtherexpansion, an initial public offering or profitable acquisition.To accomplish this goal we…管理团队和管理组织,例如Our management team consists of 5 men and womenWhose backgrounds consist of 10 years of marketing with…市场策略,例如:The fundamental thrust of our marketing strategyconsists of…财务状况和计划,例如:In 5 years we will have… and our investors will beable to…结论,例如:ABC Corporation enjoys an established track-record ofexcellent support for our customers. Their expressions ofsatisfaction and encouragement are numerous, and weintend to continue our advances in the…第二讲:现状分析(present situation)这部分尽可能简明扼要而又全面地介绍公司的情况,以及公司所在行业的信息。

市场环境,例如:The marketplace has been stagnant for 2 years. We arepoised now to…产品或服务,例如:The present stage of S30 is in the design stage.产品生命周期,例如:Our current product line is…价格和利润,例如:Current prices are… and profits are…客户,例如:Current customers are using our… for…销售渠道,例如:We have service centers, retailers, manufacturer’srepresentatives…管理团队情况,例如:Most of our management is in place, however, we require aproduction manager to complete our team.财务状况,例如:Current cash available is….第三讲:目标确定(objectives)企业目标是企业使命和指导方针的具体化和数量化,它反应企业在一定时期内经营活动的方向和所要达到的水平。

企业目标的实现时间较长,一般为三到五年或者更长时间。

好的企业目标具有总体性、与外部环境联系密切、有很大的激励作用、切实可行等特点。

企业的基本目标,例如:The primary objectives of our organization are to:ABC投资收益率(ROI),例如:Based on a XXX% market share for our XXX product by20XX, we estimate our return on investment to be XXX%.财务目标,例如:Last Year This Year Next YearSales$ VolumeUnit Volume% Increase/DecreaseShare of MarketGross ProfitManufacturingFully BurdenedMarketing ExpensesAdvertisingSales PromotionTrade AllowancesOther欲计将来增长、改进的目标,例如:Other objectives we have set for ourselves include XXX.We expect to replace (competitive/existing products orservices) by XXX% by 20XX.We plan to add XXX (retailers, distributors, service centers)per month/year and we will have a total of XXX (retailers,distributors) by 20XX.第四讲:组织结构(management)投资者考察企业时,管理是最为重要的因素。

没有一支优秀的管理团队和有效的组织模式,科技成果不可能和资本很好结合创造现实的生产力。

一般需要介绍的管理人员有:总裁、常务副总裁、人事部总监、营销副总裁、财务副总裁、生产部总监。

对每一位关键人员用文章一个段落的篇幅进行描述就可以。

介绍组织结构时要注意以下问题:1.主要管理人员和专业人员的发展路径是怎样的?他们具有哪些技能?2.公司未来的组织机构是怎样的?3.谁将成为部门领导者?4.在哪些领域的管理应该加强?5.报酬机制如何?团队结构介绍,例如:Of the XXX people who make up the development staff,there are XXX founders who hold the following positions:XXX, PresidentXXX, Vice President of FinanceXXX, Vice President of MarketingXXX, Vice President of SalesXXX, Vice President of EngineeringXXX, Vice President of ResearchXXX, Vice President of OperationsXXX, Director of MarketingXXX, Manager XXX DevelopmentXXX, Corporate Attorney管理人员描述,例如:XXX, PresidentXXX Degree, University of XXXXXX’s professional experience includes many differentareas in the XXX industry.人力资源需求,例如:(Company) development team recognizes that additionalstaff is required to properly support marketing, sales,research, and support functions.第五讲:产品分析(the product/service)产品介绍应包括以下内容:1.产品名称2.性能及特性3.产品所处的生命周期4.产品的市场竞争力5.产品的研究和开发过程6.发展新产品的计划和成本分析7.产品的市场前景预测8.产品的品牌和专利此外,还要从顾客和投资者角度出发回答下面的问题:1.顾客希望企业的产品能解决什么问题,顾客能从企业的产品中获得什么好处?2.企业的产品与竞争对手的产品相比有哪些优缺点,顾客为什么会选择本企业的产品?3.为什么用户会大批量地购买企业的产品?4.本公司能提供哪些购买便利?5.企业为自己的产品采取了何种保护措施,企业拥有哪些专利、许可证,或与已申请专利的厂家达成了哪些协议?6.为什么企业的产品定价使企业产生足够的利润?介绍产品,例如:This capability for XXX is a unique feature enjoyed by(Company) and our customers.专利保护,例如:Our product(s) is protected under the following:产品价格优势,例如:Regarding cost savings (product/service) will save ourcustomers money in terms of XXX.产品测试,例如:Completed tests have shown that XXX (results).产品特性描述,例如:XXX is another powerful feature. This includes XXX.XXX saves a tremendous amount of time when XXX.第六讲:市场分析(market analysis)这部分内容包括行业分析、市场分析和竞争分析。

行业分析包括企业所在行业概述、对行业发展方向的预测、对驱动因素的分析。

市场分析的核心内容是在市场细分的基础上确定目标市场。

要让投资者了解市场的规模有足够大的赢利空间和发展空间;知道市场有良好的发展前景,即所确定的目标市场在未来将会长生不衰。

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