商业计划书英文模版.doc

Confidential Company Name Business Plan Confidential and Proprietary 1 16 Confidentiality This 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 Company Name Business Plan Confidential and Proprietary 2 16 Table of Contents EXECUTIVE SUMMARY 3 MISSION STATEMENT 4 INDUSTRY AND MARKETPLACE ANALYSIS 5 DESCRIPTION OF THE INDUSTRY AND MARKET 5 CUSTOMERS AND MARKET SEGMENTATION 5 COMPETITION 5 THE BUSINESS OPPORTUNITY 6 THE INNOVATION PRODUCT OR SERVICE DESCRIPTION 7 OVERVIEW OF THE PRODUCT OR SERVICE 7 PRODUCT BENEFITS 7 TECHNOLOGY 7 PRODUCT COMPARISON 7 FUTURE PRODUCT ROADMAP 7 THE BUSINESS STRATEGY 8 THE BUSINESS STRATEGY 8 METHODS OF DOING BUSINESS 8 FUTURE OPPORTUNITIES 8 MARKETING AND SALES 9 MARKET RESEARCH 9 MARKETING PLAN 9 TARGET MARKETS 9 RESEARCH AND DEVELOPMENT 10 OPERATION MANUFACTURING 11 MANAGEMENT AND OWNERSHIP 12 FUNDS REQUIRED AND THEIR USES 13 FINANCES 14 ASSUMPTIONS 14 SALES FORECAST 14 OPERATING EXPENSES 14 PROFIT LOSS 14 CASH FLOW 14 NPV AND BREAK EVEN POINT 14 BIBLIOGRAPHY 15 APPENDICES 15 Company Name Business Plan Confidential and Proprietary 3 16 Executive Summary 2 3 pages 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 Company Name Business Plan Confidential and Proprietary 4 16 Mission Statement 1 3 page 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 Company Name Business Plan Confidential and Proprietary 5 16 Industry and Marketplace Analysis 4 6 pages The purpose of this section is to provide the investor with background on the industry and its growth potential Description of the Industry and Market This section should include the following Description of the industry Industry size today in and or units Forecasted industry size in 3 5 years 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 Competition The 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 Company Name Business Plan Confidential and Proprietary 6 16 The Business Opportunity The 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 Company Name Business Plan Confidential and Proprietary 7 16 The Innovation Product or Service Description 3 5 pages 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 superior Product 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 Technology On 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 Comparison Conduct 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 Company Name Business Plan Confidential and Proprietary 8 16 The Business Strategy 3 5 pages The Business Strategy SWOT analysis Porter s Model 5 competitive 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 Company Name Business Plan Confidential and Proprietary 9 16 Marketing and Sales 4 5 pages 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 Company Name Business Plan Confidential and Proprietary 10 16 Research and Development 2 3 pages 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 MilestonesQ1Q2Q3Q4Q5Q6 Detailed Design Regulatory tests Integration Testing Debug Alpha Site Beta Site 1st Shipments 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 Company Name Business Plan Confidential and Proprietary 11 16 Operation Manufacturing 2 3 pages 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 ISO 9000 compliance Peoduct service cost estimations Company Name Business Plan Confidential and Proprietary 12 16 Management and Ownership 2 3 pages 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 members Company Name Business Plan Confidential and Proprietary 13 16 Funds Required and Their Uses 1 2 pages 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 next 3 5 years Use of proceeds capital expenditures working capital debt retirement acquisitions Exit and long range financial strategies liquid