1、商业计划书模板一英文版BUSINESSPLANTEMPLATEBUSINESSPLANYourNameDATETABLEOFCONTENTSExecutiveSummary1Management2CompanyHistory5Product/ServiceDescription7Objectives9Competitors10CompetitiveAdvantages11Innovation13Pricing14SpecificMarkets15GrowthStrategy16MarketSizeandShare17TargetingNewMarkets18Location19Manufact
2、uringPlan19Research&Development20HistoricalFinancialData21ProformaFinancialData22ProformaBalanceSheet25CostControl26EffectsofLoanorInvestment27Attachments28EXeClJtiVeSLlmmaryMyCompanywasformedasaproprietorship,partnership,corporationinMonth,YearinCity,State,byJohnDoeinresponsetothefollowingmarketcon
3、ditions:Startup,growthopportunitiesexistinProductService.Theneedforuseofefficientdistributionandfinancialmethodsintheseoverlookedmarkets.I/Wehaveseveralcustomerswhoarewillingtoplacelargeorders5cotractswithinthenextthreemonths.Severalotherprospectivecustomersclietshaveexpressedseriousinterestindoingb
4、usinesswithinsixmonths.I/Wepreviouslyownedacompanythatwasactiveinthewidgetmarkets.OverthepastfewyearsIspentmuchtimestudyingwaystoimproveoverallperformanceandincreaseprofits.Thisplanisaresultofthatstudy.Thebasiccomponentsofthisplanare:1. Competitivepricing2. Expandthemarkets3. Increasedadvertising4.
5、Lowerourunitcosts,5. Therebyachievinghigherprofits.1. Signcontracts2. Increasedadvertising3. IncreaseofficestaffTothisend,lweneedinvestmentfromprivateindividualsand/orcompanies.Atotalof$XXXisbeingraisedwhichW川beusedtofinanceworkingcapital,plantandequipment.ThecompanyW川beincorporatedandcommonstockiss
6、uedtoinvestors.Thecompanywillberunasaproprietorship,partnership,corporation.FinancialGoalsYear1Year2Year3Sales$1,000,000$1,400,000$1,600,000NetIncome$25,000$250,000$375,000.14.12.01EarningspershareManagementNameTitleExperienceSalesgrowthfromzeroto$15OOO5OOOinfiveyears.Ledmarketinmarketshare-30%.Form
7、ulatedadvertisingbudgets&campaigns.Pioneerednewdistributionchannels.Establishednationalsalesforce.Establishednationalrepair&servicecenters.Broughtnewandinnovativeproductstothemarket.Designedpoint-of-purchasematerials.EducationUniversityofBostonBoston,MAB.A.-ComputerSciencesShOrtBiOgraPhieSPresidentJ
8、ohnQ.Doe5ChiefExecutiveOfficer,andDirectorsinceFebruary1988andPresidentsinceJanuary1990.Mr.DoewasthefounderandChiefExecutiveOfficeroftheoriginaloperatingcompanyknownasRandomExcess,Inc.Hehashadexperienceinthewidgetfieldwithhisownfirm,JohnDoeCo.,ofOshkosh(Wisconsin),from1980to1987.ThisfirmwassoldtoFat
9、CatWidgets5Inc.in1987.Mr.DoehasheldasalespositionwithUSWestInc.sincethen.Mr.DoegraduatedfromtheUniversityofColoradoin1981withabachelor,sdegreeinphilosophy.Mr.DoeisemployedbytheCompanyonafull-timebasis.ChiefFinancialOfficerRichardRoe,CPA5ChiefFinancialOfficer,TreasurerandDirector.Mr.RoejoinedRandomEx
10、cess,Inc.inDecember1988asacorporatecontrollerandwasnamedChiefFinancialOfficerinJuly1989.Mr.RoewasappointedTreasurerandaDirectorinJuly1990.HeservedascorporatecontrollerofXYZLumberCompanyfromAugust1981toDecember1988.Mr.RoegraduatedfromMetropolitanStateCollegeinDenver5Coloradoin1976withabachelor,sdegre
11、einaccounting.Since1979hehasbeenlicensedasaCertifiedPublicAccountantintheStateofColoradoandisamemberoftheAmericanInstituteofCertifiedPublicAccountants.Mr.RoeisemployedbytheCompanyonafull-timebasis.VicePresidentJoeDokes,Secretary,ExecutiveVicePresidentandDirector.Mr.Dokessupervisesthecompay,ssalesand
12、implementationstoitslargestcorporatecustomers,includingUSWest5GreatWestLifeInsurance,etc.Mr.DokeshasservedasSecretaryandaDirectorsinceFebruary1988,VicePresidentofOperationsfromFebruary1988toDecember1988,PresidentoftheCompanyfromDecember1988toJanuary1990andVicePresidentofContractSalessinceJanuary1990
13、Hehasbeeninvolvedsince1986withtheprivatecompanyoriginallyformedasRandomExcess,lc.5wherehisdutiesincludedmanagingthepurchasingandsalesdepartment.FromNovember1984toMay1986hemanagedthesalesdepartmentatIntegratedManagementSystems5Inc.FromJune1983toOctober1984hewasabuyerforAdamsCounty5Colorado5SchoolDis
14、trict50.Mr.DokesattendedOklahomaStateUniversityin1980and1981andTrinidadStateCollegeinTrinidad5Coloradoin1981and1982.Hedidnotreceiveadegreefromeitheruniversity.Mr.DokesisemployedbytheCompanyonafull-timebasis.VicePresidentSallySeaughVicePresidentofMarketing.Ms.SeaughhasbeentheCompany,sVicePresidentofM
15、arketingsinceNovember1988.FromSeptember1986toOctober1988shewasinvolvedinbusinessdevelopmentandmarketingforUnitedBankofAurora(Colorado).FromFebruary1980toAugust1986shewasself-employedasanindependentoilandgaslandman.Ms.SeaughgraduatedfromtheUniversityofDenverin1974withabachelor,sdegreeinEducation.Shei
16、semployedbytheCompanyonafull-timebasis.ResponsibilitiesJohnQ.Doe5ChiefExecutiveOfficer-Responsibleforentireoperation.Overseesmanagementfunctionandallotherexecutives.Salary-$60,000.RichardRoe5CPA5ChiefFinancialOfficer-Responsibleforfinancialoperations,accountspayable,accountsreceivable,interactionwit
17、hauditors,investorrelations.Salary-$40,000JoeDokes5ExecutiveVicePresident-Responsibleprimarilyforsalesandsalessupport.Salary-$35,000SallySeaughVicePresidentofMarketing.Responsibleformarketing,humanresourcesandtraining.Salary-$30,000.TotalExecutiveCompensation$165,000.ThisPageisforanOrganizationChart
18、ifapplicable.CompanyHiStOryInMonth,YearlweformedaProduct/Servicecompanythatmanufacturedstart-of-the-artcomplexwidgetry.ThiscompanywaslocatedinCity,State,lweformedthiscompanyasaproprietorship,partnership,corporation.Othersinvolvedinthisbusinesswere:names.Themaingoalofthiscompanywastoexplain.Financin
19、gwasarrangedthroughhomeequityloans,savings,venturecapital,friendsandfamily,etc.Explainterms,ratesandabilitytorepay.Thisventurewasverysuccessfulingeneratingandincreasingsales,butwasnoteffectiveinachievingprofitability.Themainreasonforthiswastheamountofactualoverheadexperienced.Thisoverheadwasnotiniti
20、allyanticipatedbymeatthebeginningofthatventure.Itemsincludingcreditchecking,warrantyprogrammanagement,extensivetravel,maintainingwarehousestockandthemanagementandexpenseofanationalsalesforcewereexpensesnotoriginallyforecastorexpected.Withthislevelofoverhead,itwasmathematicallyimpossibletoachieveprof
21、itability.orThisventurewasverysuccessfulingeneratingandincreasingsales,aswellaseffectiveinachievingprofitability.Thiswasduetothefollowingreasons:Reason1Reason2Reason3OR:MyCompanywasrecentlyconceivedandisstillinthebeginningstages.Tothispointthefollowinghasbeenaccomplished:Ateamconsistingoflistnamesan
22、dprimaryresponsibility.(i.eJohnDoe-Marketing)hasbeenformed.Aprospectivecustomer/clientlisthasbeendrawnup.StrategymeetingsarebeingheldeveryMonday5WednesdayandFridayevenings.Thisbusinessplanhasbeendrawnup.Nowlinkthepasttothefuture-whyaformercompanyW川IeadintothisoneorhowyourpresentcompanyandhistoryW川Ie
23、adintoanyfutureplans.Ashortparagraphshouldsuffice.Wearenowabletoadequatelyaddressthemarketswehavetargeted.Wehaveadjustedourstaff,redirectedoradvertisingandsalesforce,andhaveaddedtheproductsnecessarytomeettheneedsandexpectationsoforcustomers.Product/SerViCeDeSCriPtionMyCompanyintendstoofferproductser
24、vice.Thisproduct/serviceoffersourcustomersthebestpossiblesolutionasit:OffersthelowestpriceonthemarketIsthemosttechnicallyadvancedOffersmoreusefulfeaturesSavesthemtimeandmoneyOffersorusersbettervalueperdollarspentProvidesanalternativewaytoachieveasimilartask.Providesaservicewhichisnotpresentlyavailab
25、leinthisarea.IsstrengthenedbyateamwithcombinedexperienceofXXyears.SavesthemtimeandmoneyProvidesanalternative,costeffectivewayforthemtorealizeasimilargoal.Wehaveacopyright,servicemark,trademarkorexclusiveagency,marketingrightsforthisproduct/service.ThisagencywilllastuntilXXXatwhichtimeitmaybeextended
26、forXXyearsorterminated.ThisagencyagreementiscancelableuponXXdayswrittennotice.Theproduct/servicehasausefullifeofXXyears.Todistributethisproductsothatitremainsusableforourcustomers,wemustusethefollowingmethodsofstorageandtransportation:1. Overnightdelivery2. Coldstorage3. Incorporatepreservatives4. S
27、hipmentwithintwoweekstodistributors.5. Speciallypaddedboxcars.Eventhoughthetechnologyusedtocreatethisproductisnew,weexpectthatothersW川beabletosubstantiallyreproduceourpatentedresultswithinXXyears.Toremainontheleadingedgeofthisproduct,wewillneedtodevoteapproximatelyXX%ofrevenuestowardresearchanddevel
28、opment.Alsoduetothefastchangingnatureofthisindustry,wewillneedtoretrofitthesemachineswithinXXyearsatcustomerexpense.Ourmanufacturingplanhasconsideredthis.Ifgeneralservicetobeofferedisnotobvious,suchascarpetcleaning,salesrep,lawncare,consulting,etc.explainwhatserviceis.Thengiveadetaileddescriptionofy
29、ourparticularserviceanditsuniqueness.ShortExamples:1. Ourcarpetcleaningmachineryisstate-of-the-art.2. Ourconsultingpracticewilladdressthesespecializedareas:list3. WeW川Onlyrepthesespecificproductlines,listEventhoughatthistimeourexpertiseisuniqueinthemarketplace,weexpectadvancestobemadeandcompetitorst
30、oariseandoffersimilarservices.Wewillmeetthischallengeby:1. Hiringstaffspecializedinthesenewareas.2. Increaseourcontinuingeducationandtrainingexpense.3. Addingcomplementarylines.4. Makeregularinvestmentsinnewequipment.ObjeCtiVeSLongTermMyCompanybelievesverystronglyintechnical,financial,businessandmor
31、alexcellence.TosecureastablefutureforallthoseconnectedwithMyCompanywehavesetthefollowinglongtermgoals:Presentmarketisestimatedat$XXX.OurgoalformarketshareisXX%.Wewanttobeconsideredbyourpeerstobethemarketleaderinsalesasevidencedby:TradeindustryawardsHighendofscaleinfinancialratiosMajormarketshareTech
32、nicalexcellence(awards,honors,etc.)Communityinvolvement(Rotary,UnitedWay5etc.)ShortTermMarketsharegoals-1.FirstYearXX%2.SecondYearXX%3.ThirdYearXX%4.FourthYearXX%Decrease,Maintaincoststhroughacquisitionofnewplantandequipment.Increaseproductivitybyinvestinginemployeetrainingandeducation.1. Budgetforc
33、ompletecomputertrainingforappropriateapplications.2. Setup,Maintainemployeebenefitprogramforcontinuingcollegeeducation.3. Budgetfornecessaryseminarsand/orcontinuingjob-specificeducation.4. Maintainstate-of-the-artaccountingsystemforcarefultracking.5. Monthlyreportsonfinancialstatusvis-a-vistheindust
34、ry.6. Aggressiverecruitmentofthebesttechnicalstaffintheindustry.7. Supportcompanyinvolvementinvariouslocalandnationalcharityevents.ComPeMtorSNameAddressCity5StateStrengths:Location-nextdoortosupplierfactory,onmajorartery,closetoterminal,etc.Pricing-Lowcostproducer,knownforaggressivepricingpolicy.Del
35、ivery-shipsovernighttoanywhereintheworld.Management-EveryonehasanMBAfromHarvard.WeaknessesService-takesmorethan3monthstoreceivespareparts.Dedication-Ifit,ssunny,they,reonthegolfcourseorskislope.Machinery-Slowlyapproachingobsolescenceunlessreplacedwithinsixmonths.Overhead-Spendlavishlyoncorporatedini
36、ngroom,limousinesandchampagne.COmPetitiVeAdVantageSThedistinctivecompetitiveadvantageswhichMyCompanybringstothismarketare:Experienceinthismarket,lwehaveXXXyearsofhands-onexperienceinthisindustry.Sophisticationinfinanceanddistribution.Thisresultsinmybeingthelowcostsupplierinthesepricesensitivemarkets
37、ThephilosophyofMyCompanyistopricenotjustaccordingtoourcosts,butalsoaccordingtowhatthemarketwillpay.OurtargetedminimumgrossprofitmarginforacategorymustbeXX%.Bypricingtothemarket,lwewillachievehighersalesandthereforeincreasemybuyingpower.Astheamountsofmypurchasesincrease,myperunitcostsofshippingdecre
38、aseandlwewillachievehigherdiscountlevelsfrommysuppliers.Throughtheseeconomiesofscale,manyitemscurrentlyonthemarketcanbesoldwithlowerprices,yetahighernetprofit.Productpricingwillincludearangeofquantitydiscountsaswellasanearlypaymentdiscount.Ratherthanbeingstrictlyregional,lwewillexpandintothenational
39、market.Tocontrolforeignexchangerisks,lwewillmonitorthemarketsandhedgeaccordingly,lwewillalsouseoverseasbankaccounts.Withthosecompanieswithwhichlwehaveestablishedarelationshiporareknowntobefinanciallysecure,lwewillworkonapre-paybasis.Thisallowsmegreaterdiscounts.AlevelandpolicyofCapitalizationthatwil
40、lallowmetofullyaddresstherespectivemarketswithcomprehensivemarketingandcustomerserviceplans.BykeepingmyoverheadIow5lweW川beabletofunnelmyprofitsbackintooperationsthusavoidinghighdebtratiosorlostsalesopportunities.Aquarterlydirectmailcampaigndirectedatbothcurrentcustomersandprospectivenewcustomerscons
41、istingofaninformativenewsletter.Atoll-freenational800numberwillbeusedforcustomerordersandinquiries.lweWillprintcompletefour-colorcatalogsonayearlybasis.PricelistsWiIlbeupdatedasneeded,lweintendtobeaggressiveintrademagazineadvertising.ConsiderationWiIlalsobegiventoattendingtradeshowsaroundthecountry.
42、Withthislevelofcapitalization,shouldanunexpecteddownturnoccur,lwewillbeabletocontinueoperationsonapositivescale.Innovation,lwehaveahistoryofinnovativeideas.Listyourmostmeaningfulideasandanynewideasyouhaveforthefuture.ThedistinctivecompetitiveadvantageswhichMyCompanybringstothismarketare:Experiencein
43、thismarket,lwehaveXXyearsofhandsonexperienceinthisindustry.Sophisticationinmanagementandfinance.Weareabletorunanefficientandleanstructure,yetstillprovidequalityservicetoourclientsandcustomers.Becauseofthenatureofthisindustry,wewillbeabletorentofficespaceinmoremoderatelypricedbuildings.Asauniqueservi
44、cecompany,wewillbeabletokeepourmarginshigh,allowingustoprovideinternalfinancingforgrowthpossibilities.AlevelandpolicyofCapitalizationthatwillallowmeustofullyaddresstherespectivemarketswithcomprehensivemarketingandcustomerserviceplans.BykeepingmyoverheadIow5lwewillbeabletofunnelmyprofitsbackintoopera
45、tionsthusavoidinghighdebtratiosorlostsalesopportunities.OurinitialmarketingcampaignW川allowustobookasufficientamountofbusinesssothatwecanimplementourtelephonecustomerservicesupportprogram.InnOVatiOnlwehaveahistoryofinnovativeideas.ListyourmostmeaningfulideasandanynewideasyouhaveforthefutureJSumma/yTh
46、roughmy5ourIeadership5l5weW川beabletoreduceoverheadasapercentageofsalestherebyincreasingtheamountofprofittoberetainedinthebusiness.Becauseofourpricingpolicy,morepeoplewillpurchaseourmerchandisethusincreasingthesizeofthemarketandweW川beincreasingourmarketshare.WhatMyCompanyproposestousearejustgoodsolid
47、businesssense,economiesofscale,andtheuseofefficientfinancialtechniques.Thiswillallowusthefollowingoptions:increaseserviceincreaseadvertisingreducepricesincreaseprofitsincreaseselectionThroughmy5ourIeadership5l5weW川beabletoreduceoverheadasapercentageofsalestherebyincreasingtheamountofprofittoberetainedinthebusiness.WhatMyCompanyproposestousearejustgoodsolidbusinesssense,economiesofscale
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