商业计划书英文模版.doc 15页

'CompanyNameBusinessPlan__________________________________________________________________________商业计划书英文模版ConfidentialityThisbusinessplanisthepropertyoftheCompanyandisconsideredtobestrictlyconfidential.Itcontainsinformationintendedonlyforthepersontowhomitistransmitted.Withreceiptofthisplan,recipientacknowledgesandagreesthat:i)intheeventrecipientdoesnotwishtopursuethismatter,thisdocumentwillbereturned,attheaddresslistedaboveassoonaspossible;ii)therecipientwillnotcopy,fax,reproduce,divulge,ordistributethisconfidentialplan,inwholeorinpart,withouttheexpressedwrittenconsentoftheCompany;iii)alloftheinformationhereinwillbetreatedasconfidentialmaterialwithnolesscarethanthataffordedtoyourowncompanyconfidentialmaterial.ThisBusinessPlancontainsforward-lookingstatementswhichinvolverisksanduncertainties.TheCompany"sactualresultscoulddiffermateriallyfromthoseanticipatedintheseforward-lookingstatementsasaresultofcertainfactors,includingthosesetforthunder"RiskFactors"andelsewhereinthisBusinessPlan.14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________TableofContentsEXECUTIVESUMMARY3MISSIONSTATEMENT4INDUSTRYANDMARKETPLACEANALYSIS5DescriptionoftheIndustryandMarket5CustomersandMarketSegmentation5Competition5TheBusinessOpportunity6THEINNOVATION–PRODUCTORSERVICEDESCRIPTION7OverviewoftheProductorservice7ProductBenefits7Technology7ProductComparison7FutureProductRoadmap7THEBUSINESSSTRATEGY8TheBusinessStrategy8MethodsofDoingBusiness8FutureOpportunities8MARKETINGANDSALES9MarketResearch9MarketingPlan9TargetMarkets9RESEARCHANDDEVELOPMENT10OPERATION/MANUFACTURING11MANAGEMENTANDOWNERSHIP12FUNDSREQUIREDANDTHEIRUSES13FINANCES14Assumptions14SalesForecast14OperatingExpenses14Profit&Loss14CashFlow14NPVandBreakEvenPoint14BIBLIOGRAPHY…………………………………………………………………………………..…15APPENDICES1514__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________ExecutiveSummary(2-3pages)Thepurposeofthissectionistoprovideashortintroductiontothecompanyandclearlydefinetheuniquecompetenciesofthecompany,whichwillensureitssuccess.Thissectionshouldincludethefollowing:·Asummaryofthemissionstatement&thevision.·Companybackground(ifrelevant)includingdateofestablishment,financialandmarketingachievementsetc.·IndustryandMarketSummary.·TheBusinessOpportunity.·AsummaryoftheInnovation.·BusinessStrategysummary.·MarketingandSales.·ResearchandDevelopment.·Operations/Manufacturing.·ManagementandOwnership.·FundsRequired.·FinancialSummary.14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________MissionStatement(1-3page)Thepurposeofthissectionistoprovidethemissionandvisionofthecompany.Thissectionshouldinclude:·Whoweare·Whatwedo(product/service)·Howwedoit(technology)·Forwhomwedoit(customersegment,needs)·Vision·Companybackground(ifrelevant)includingdateofestablishment,financialandmarketingachievements,etc.14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________IndustryandMarketplaceAnalysis(4-6pages)Thepurposeofthissectionistoprovidetheinvestorwithbackgroundontheindustryanditsgrowthpotential.DescriptionoftheIndustryandMarketThissectionshouldincludethefollowing:·Descriptionoftheindustry·Industrysizetoday(in$andorunits),Forecastedindustrysizein3-5years·Whatarethemajordriversforgrowth?Forexample,areproductsbecomingmoreaffordable,easier-to-use,faster,greaterperformance?Isthereincreasedawarenessabouttheindustrythatmightbedrivinggrowth?Ispositiveuserexperiencedrivinggrowth?·Whattrendsareemergingintheindustry?Forexample,aretherestandardsintheindustry?Aretherenewtechnologiescomingout?Arebigcompaniesbecominginterestedintheindustry?Isthereatendencytowardsconsolidation?Whereisthemarketheading?·Industry’svaluechain(adiagramisrecommended)CustomersandMarketSegmentation·Howisthemarketsegmented?Byprice,application,etc.?Whatisthesize,thegrowthrateandtheneedsofthetargetedmarketsegment?·Whoareyourimmediatecustomers,whoaretheendusers?CompetitionThepurposeofthissectionistopresentfactorsthatinfluencecompetitioninyourindustry,topresentwhoyourmaincompetitors(orcompetitors’groups)areandyourstrengths/weaknessesvis-a-viseachcompetitor(orgroup).·Whatarethecrucialcompetitivefactorsinyourindustry?Price,reliability,compliancewithstandards,installedbase,time-to-market,technologicalinnovation,availabilityofcustomersupport?·Whoarethemaincompetitors’groups?Provideashortdescriptionofeachgroup,thedifferentiatingaspectsoftheirproducts,corporateresources,marketpositioning,etc.Whoaretheircustomers?Includeasummarytablethatcomparesthecompetingsolutionsandyourproposedsolution.14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________TheBusinessOpportunityThepurposeofthissectionistoexplainthemarketneedfortheproduct/service.Theideaistoshowwhatislackingintheindustryandthebusinessbenefitsthatwillbegainedbyresolvingtheseissues.Notethattheseissuesshouldcorrespondwiththeproblemsthatyournewproductwillresolve.Thissectionshouldincludethefollowing:·Whatarethekeyneedsofthecustomersinthetargetsegment?·Whatarethechallengesthattheindustryisfacing(thatthenewinnovationrespondsto)?Forexample,areproductsunreliable,highlyfallible,incompatible,requirelongtrainingperiods,providepoorperformance,expensive,notbroadlyavailable?·Whatwillbethebusinessresultsforusersifthesechallengesareovercome?Forexample,greaterproductivity,lowercosts,shortertime-to-market·Whatwillbethebusinessresultsforusersin$/%terms?Forexample,costswillbecutby$x,productivitywillbeincreasedbyx%.·Whohasthemosttogainfortheseimprovedbusinessbenefits?Whoishurtingthemostfromthefactthattheindustryhasnotyetovercomethechallengesdescribedabove?Whowillbewillingtopayfortheimprovedbusinessbenefits?·Whatistherevenueopportunity?14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________TheInnovation–ProductorServiceDescription(3–5pages)Thepurposeofthissectionistopresentthenewproductorserviceandshowhowitwillovercomethechallengespresentedabove.OverviewoftheProductorService·Whatisthenewproduct/servicewhichthecompanyisproposing?·Whatstageofdevelopmentisitin?·WhatisthequantumleapthatmakesyoursolutionsuperiorProductBenefits·Whatarethebenefitsofthenewproduct/servicetothedifferentmarkets?Howdoesitresolvethechallengesdescribedabove?·Whowillreapthesebenefits?TechnologyOnwhichtechnologyistheproduct/servicebased?Isthistechnologyunique?Howcentralisthetechnologytotheproduct?Whatisitsexpectedlifecycleandfuturegenerations?Isitpatented?Aretheresubstitutetechnologies?ProductComparisonConductacomparativeanalysisofyourproductandresourcesvs.thecompetingsolutions.Thisshouldincludecomparisonoftrackrecordandreputation,marketpenetration,technologicalcapabilities,strengthsandweaknessesofeachproduct,targetmarkets,abilitytomeetcustomerrequirements,featurecomparison,pricecomparison,etc.(presentinginatableisrecommended)FutureProductRoadmap·Whatisthefutureproductroadmap?Whatadditionalproductsmightthecompanydevelopinthefuture?14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________TheBusinessStrategy(3-5pages)TheBusinessStrategy·SWOTanalysis·Porter"sModel-5competitiveForces·Youshoulddiscussyourcompetitiveadvantage,howisitachieved,whataretheresourcesthatyouhaveorwillingtodevelopinordertoachievesustainablecompetitiveadvantage.·Whatwillthecompanysellandtowhom?Howisitgoingtomakemoney?·Whichstagesofthevalue-addedchaindoesthefirmoccupy?Whoareitssuppliers,whoareitsimmediatecustomers,whatmarketingchannelsdoesthefirmuse?Howdoestheproduction,marketingandafter-salesservicing?·Howdoyouchoseyourgereicstrategy?Howisthefirmgoingtopositionitselfintheindustry:nicheplayer,differentiatororcostleader?MethodsofDoingBusiness·Whataretherevenuestreams?FutureOpportunities·Whataretheplansforthefuture?Marketexpansions,newproducts,newdirections.14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________MarketingandSales(4-5pages)Thepurposeofthissectionistodefinethemarketingstrategy:thespecificmarketsegmentsthecompanywillbeoperatinginandhowthecompanywillpenetratethosesegments.MarketResearch·Whatarethemainresultsofthemarketresearch?·Whataretheconclusionsderivedfromthemarketresearchresults?MarketingPlan·Marketingmix–4Ps.Howwillthecompanyachieveitssales/marketsharegoals?Whatarethedistributionchannels?Whatwillbethepricingpolicy?Whatadvertising/PRactivitieswillberequired?WhatistheadvertisingandPRbudgetanditsallocationtothemediachannels?TargetMarkets·Havepotentialcustomersineachmarketsegmentbeencontacted?Whatfeedbackhasbeenreceivedfrompotentialcustomersineachtargetmarketsegment?Anysignedagreements?·Whichmarketswillthecompanyfocusonfirstandwhy?·Whatarethemarketsharegoalsforthecompany–shorttermandlongterm?14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________ResearchandDevelopment(2-3pages)ThepurposeofthissectionistopresentadetailedplanoftheR&Dprogramincludingmilestonesandadescriptionofthetimeandresourcesrequiredtoachievethosemilestones.Thissectionshouldinclude:·WhatR&Dhasbeendonetodate?Whatstageisdevelopmentat:alpha,beta,stageI-IV?·Howlongwillittaketodeveloptheproduct/serviceuntilitisreadyforcommercialuse?FollowingisasampleGanttchartforthispurpose:MilestonesQ1Q2Q3Q4Q5Q6DetailedDesignRegulatorytestsIntegrationTesting+DebugAlphaSiteBetaSite1stShipments·Whatresourceswillberequired–equipmentandmanpower?Howmuchwillitcost?Thiscanalsobeprovidedingraphform.·Howdoesthetechnicalsupportprogramwork?Whatkindofsupportisneeded?14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________Operation/Manufacturing(2-3pages)Thepurposeofthissectionistopresentthecompany’smanufacturingcapabilities.Thissectionshouldincludethefollowing:·Productionprocedures–Whatpartsoftheproductionprocessareperformedin-house?Whatpartsareproducedbysubcontractors?·Howaresuppliersselected?Whatareleadtimerequirements?Whatistheriskofcriticalelementshortages?·Productionfacilitiesandcapabilities·ISO9000compliance?·Peoduct/servicecostestimations.14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________ManagementandOwnership(2-3pages)Thepurposeofthissectionistoprovideaprofileofthecompany’scoremanagementteamanditsowners.Thissectionshouldinclude:·Profileofeachofthekeymanagers·Plansforrecruitingkeypersonnel·Organizationchart·Profileofcompanyowners/BOD·Shortprofilesoftheadvisoryboardmembers14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________FundsRequiredandTheirUses(1-2pages)Thepurposeofthissectionistodescribetoinvestorshowtheirinvestmentfundswillbespentandhowmuchadditionalfundingwillberequiredandwhen.Thissectionshouldinclude:·Currentfundingrequirements–amount,when·Fundingrequirementsoverthenext3-5years·Useofproceeds–capitalexpenditures,workingcapital,debtretirement,acquisitions·Exitandlongrangefinancialstrategies(liquidatinginvestors’positions)–goingpublic,leveragedbuyout,acquisitionbyanothercompanyThiscanbeprovidedintableformasfollows:FundingSources$UsesofFunds$Shareholder’sequityCapitalexpendituresLoansWorkingcapitalCredit14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________Finances(3-4pages)Theresolutionofthefinancialdocumentsshouldbeonmonthlybasisforthefirstyear,quarterlybasisforthesecondyear,andannualbasisforthenext3years.AssumptionsSalesForecastAnexampleofforecastedsales:Whatarethesalesgoalsforthecompany–shorttermandlongterm?Year1Year2Year3Year4Year5TargetMarket1#ofunits$perunitTotal$TargetMarket2#ofunits$perunitTotal$TargetMarket3#ofunits$perunitTotal$Total$OperatingExpensesProfit&LossCashFlowNPV,BreakEvenPoint,ReturnOnInvestment14__________________________________________________________________________ConfidentialandProprietary/15 CompanyNameBusinessPlan__________________________________________________________________________Bibliography(1-3pages)AppendicesTheappendicesarewhereyoucollectthedocumentsthatsupportthebodyofthebusinessplan.DetailedFinanacialStatements:Profit&LossStatementBalanceSheetCashFlowMonthlyCashFlowforthe1styearBreak-evenanalysisFinancialassumptionsMarketResearch–Questionnaire,MethodologyandResultsDetaileddevelopmenttimelineDetailedoperationslayoutRiskFactors14__________________________________________________________________________ConfidentialandProprietary/15'