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1、BUSINESS PLAN TEMPLATEBUSINESS PLANMy Company123 Main StreetAnytown, USA 10000123-4567Your NameDATETABLE OF CONTENTSExecutive Summary 1Management 2Company History . 5Product/Service Description 7Objectives 9Competitors 10Competitive Advantages 11Innovation 13Pricing 14Specific Markets 15Growth Strat

2、egy 16Market Size and Share 17Targeting New Markets 18Location 19Manufacturing Plan 20Research & Development 21Historical Financial Data 22Proforma Financial Data 23Proforma Balance Sheet 26Cost Control 27Effects of Loan or Investment 28Attachments 29Executive SummaryMy Company was formed as a p

3、roprietorship, partnership, corporation in Month. Year in City,State, by Joh n Doe in resp onse to the follow ing market con diti ons: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

4、customers who are willi ng to place large orders,co ntracts within the n ext three mon ths.Several other prospective customers/clie nts have expressed serious in terest in doing bus in ess with in six mon ths.I/We previously owned a compa ny that was active in the widget markets.Over the past few ye

5、ars Ispe nt much time study ing ways to improve overall performa nee and in crease profits.This pla n is aresult of that study.The basic comp onents of this pla n are:<Product>1.Competitive pric ing2.Expa nd the markets3.In creased advertis ing4.Lower our un it costs,5.Thereby achiev ing highe

6、r profits<Service>1.Sig n con tracts2.In creased advertis ing3.In crease office staffA total of $XXX isThe compa ny willTo this end, I/we n eed in vestme nt from private in dividuals an d/or compa ni es. being raised which will be used to finance working capital, plant and equipment.The compa

7、ny will be run as a proprietorship,be in corporated and com mon stock issued to in vestors. partnership, corporation.Finan cial GoalsSalesYear 1Year 2Year 3$1,000,000$1,400,000$1,600,000Net In come$25,000$250,000$375,000Earnings per share.01.12.14Man ageme ntNameTitleExperienceSales growth from zero

8、 to $1,000,000 in five years.Led market in market share - 30%.Formulated advertis ing budgets & campaig ns.Pioneered new distribution channels.Established n ati onal sales force.Established n ati onal repair & service cen ters.Brought new and inno vative products to the market.Desig ned poin

9、 t-of-purchase materials.Educati onUn iversity of Bost onBosto n, MAB.A. - Computer Scie ncesShort BiographiesPreside ntJoh n Q. Doe, Chief Executive Officer, and Director since February 1988 and Preside nt since Jan uary1990. Mr. Doe was the foun der and Chief Executive Officer of the orig inal ope

10、rati ng compa ny known as Random Excess, Inc. He has had experience in the widget field with his own firm, JohnDoe Co., of Oshkosh (Wisco nsin), from 1980 to 1987.This firm was sold to FatCat Widgets, I nc.in1987. Mr. Doe has held a sales position with U S West Inc.since then. Mr. Doe graduatedfrom

11、the University of Colorado in 1981 with a bachelorre'e sindpehgilosophy.Mr. Doe isemployed by the Company on a full-time basis.Chief Financial OfficerRichard Roe, CPA, Chief Financial Officer, Treasurer and Director.Mr. Roe joined RandomExcess, Inc. in December 1988 as a corporate controller and

12、 was named Chief Financial Officer in July 1989. Mr. Roe was appointed Treasurer and a Director in July 1990.He served as corporatecontroller of XYZ Lumber Company from August 1981 to December 1988.Mr. Roe graduated fromMetropolitan State College inDenver, Colorado in 1976 with a bachelor's degr

13、ee 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 a

14、nd Director.Mr. Dokes supervises the company' ssales 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, VicePresident of Operations from February 1988 to December 1988, Pr

15、esident of the Company fromDecember 1988 to January 1990 and Vice President of Contract Sales since January 1990.He hasbeen 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

16、 to May1986 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. Dokesattended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad,Colorado in 1981 and 1982.

17、He did not receive a degree from either university.Mr. Dokes isemployed by the Company on a full-time basis.Vice PresidentSally Seaugh Vice President of Marketing.Ms. Seaugh has been the Company 's Vice President ofMarketing since November 1988.From September 1986 to October 1988 she was involve

18、d inbusiness development and marketing for United Bank of Aurora (Colorado).From February 1980 toAugust 1986 she was self-employed as an independent oil and gas landman.Ms. Seaughgraduated from the Universi ty of Denver in 1974 with a bachelor' s degree in EducationS.he isemployed by the Company

19、 on a full-time basis.ResponsibilitiesJohn Q. Doe, Chief Executive Officer - Responsible for entire operation.Oversees managementfunction and all other executives.Salary - $60,000.Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable,

20、 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 Com

21、pensation $165,000.This Page is for an Organization Chart, if applicable.Compa ny HistoryIn Mon th. Year l/we formed a Product/Service compa ny that man ufactured start-of-the-art complex widgetry. This compa ny was located in City, State.I/we formed this compa ny as aproprietorship, part nership, c

22、orporati on.Others in volved in this bus in ess were: n ames.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 ven ture was very successful in gen erati ng an

23、d in creas ing sales, but was not effective in achiev ing profitability.The mai n reas on for this was the amou nt of actual overhead experie need.This overhead was not in itially an ticipated by me at the beg inning of that ven ture.Items in cludi ngcredit check ing, warra nty program man ageme nt,

24、 exte nsive travel, mai ntai ning warehouse stock and the man ageme nt and expe nse of a n ati onal sales force were expe nses not origi nally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability.or：This ven ture was very successful in gen erat

25、 ing and in creas ing sales, as well as effective in achiev ing profitability. This was due to the followi ng reas ons:Reason 1Reason 2Reason 3OR:My Company was recently conceived and is still in the beginning stages.To this point the followinghas been accomplished:A team consisting of list names an

26、d 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

27、 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 m

28、eet the needs and expectations of our customers.Product/Service Descripti onMy Compa ny intends to offer product/service.This product/service offers our customers the bestpossible soluti on as it:<Product>Offers the lowest price on the marketIs the most tech ni cally adva needOffers more usefu

29、l featuresSaves them time and moneyOffers our users better value per dollar spe ntProvides an alter native way to achieve a similar task.<Service>Provides a service which is not prese ntly available in this area.Is stre ngthe ned by a team with comb ined experie nee of XX years.Saves them time

30、 and moneyProvides an alter native, 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 age ncy will last un til XXX at which time it may be exte nded for XX years ortermi nated.This ag

31、e ncy agreeme nt is can celable upon XX days writte n no tice.<Product>The product/service has a useful life of XX years.To distribute this product so that it rema insusable for our customers, we must use the follow ing methods of storage and tran sportati on:1. Over ni ght delivery2. Cold sto

32、rage3. In corporate preservatives4. Shipme nt withi n two weeks to distributors.5. Specially padded boxcars.Eve n though the tech no logy used to create this product is n ew, we expect that others will be able to substa ntially reproduce our pate nted results withi n XX years.To rema in on the lead

33、ing edge of thisproduct, we will n eed to devote approximately XX% of reve nues toward research and developme nt.Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expe nse.Our man ufacturi ng pla n has con sidered this.<Serv

34、ice>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 serviceand its uniqueness.Short Examples:1. Our carpet cleaning machinery is state-of-the-art.2. Our cons

35、ulting practice will address these specialized areas: list3. We will only rep these specific product lines. listEven 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:1.2.3.

36、Hiring staff specialized in these new areas.Increase our continuing education and training expense.Adding complementary lines.4.Make regular investments in new equipment.ObjectivesLong TermToMy Compa ny believes very str on gly in tech ni cal, finan cial, bus in ess and moral excelle nee.secure a st

37、able future for all those connected with My Company we have set the following long term goals:Prese nt 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 evideneed by:Trade in dustry awardsHigh end of scale in financ

38、ial ratiosMajor market shareTech ni cal excelle nee (awards, hon ors, etc.)Commu nity in volveme nt (Rotary, Un ited Way, etc.)Short TermMarket share goals -1. First Year XX%2. Seco nd YearXX%3. Third YearXX%4. Fourth YearXX%Decrease, Maintain costs through acquisiti on of new pla nt and equipme nt.

39、 In crease productivity by in vesti ng in employee tra ining and educati on.1. Budget for complete computer tra ining for appropriate applicati ons.2. Set up, Maintain employee ben efit program for con ti nuing college educati on.3. Budget for n ecessary sem inars an d/or con ti nuing job-specific e

40、ducati on.4. Mai ntain state-of-the-art accou nting system for careful track ing.5. Mon thly reports on finan cial status vis-a-vis the in dustry.6. Aggressive recruitme nt of the best tech ni cal staff in the in dustry.7. Support compa ny in volveme nt in various local and n ati onal charity eve nt

41、s.CompetitorsNameAddressCity, StateStren gths:Location - next door to supplier factory, on major artery, close to terminal, etc.Pricing - Low cost producer, known for aggressive pricing policy.Delivery - ships overni ght to any where in the world.Man ageme nt -Every one has an MBA from Harvard.Weak

42、nessesService - takes more tha n 3 mon ths to receive spare parts.Dedication - If it ' s sunny, they ' re on the golf course or ski slope.Machi nery - Slowly approachi ng obsolesce nee uni essreplaced within six mon ths.Overhead - Spend lavishly on corporate dining room, limous ines and cham

43、pag ne.Competitive Adva ntages<Product>The disti nctive competitive adva ntages which My Compa ny br ings to this market are:Experie nee in this market. l/we have XXX years of han ds-on experie nee in this in dustry.Sophistication in finance and distribution.This results in my being the low co

44、st supplier in theseprice sen sitive markets.The philosophy of My Compa ny is to price not just accord ing to our costs, but also accord ing to what the market will pay.Our targeted mini mum gross profit marg in for a categorymust be XX%.AsBy pric ing to the market, l/we will achieve higher sales an

45、d therefore in crease my buy ing power. the amou nts of my purchases in crease, my per un it costs of shipp ing decrease and l/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 ne

46、t profit.Product pricing will include a range of quantity discounts as well as an early payment discount.Rather tha n being strictly regi on al, l/we will expa nd into the n ati onal market.To con trol foreig n excha nge risks, l/we will mon itor the markets and hedge accord in gly.l/we willalso use

47、 overseas bank accou nts.With those compa nies with which l/we have established a relati on ship or are known to be finan cially secure, l/we will work on a pre-pay basis.This allows me greater discou nts.A level and policy of Capitalization that will allow me to fully address the respective markets

48、 with comprehe nsive marketi ng and customer service pla ns.By keep ing my overhead low, l/we will be able to funnel my profits back into operati ons thus avoidi ng high debt ratios or lost sales opportu nities.A quarterly direct mail campaig n directed at both curre nt customers and prospective new

49、 customers con sisti ng of an in formative n ewsletter.A toll-free n ati onal 800 n umber will be used for customer orders and in quiries.l/we will pri nt complete four-color catalogs on a yearly basis.Price lists will be updated as n eeded.l/we intend to be aggressive in trade magaz ine advertis in

50、g.Con siderati on will also be give n to atte nding trade shows arou nd the cou ntry.With this level of capitalizati on, should an un expected dow ntur n occur, l/we will be able to con ti nue operati ons on a positive scale.Inno vati on.l/we have a history of inno vative ideas.List your most meanin

51、 gful ideas and any new ideas you have for the future.<Service>The disti nctive competitive adva ntages which My Compa ny br ings to this market are:Experie nee in this market.l/we have XX years of hands on experie nee in this in dustry.Sophisticati on in man ageme nt and finan ce.We are able

52、to run an efficie nt and lea n structure, yetstill provide quality service to our clie nts and customers.Because of the nature of this industry, we will be able to rent office space in more moderately priced build in gs.As a uni que service compa ny, we will be able to keep our margi ns high, allow

53、ing 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 comprehe nsive marketi ng and customer service pla ns.By keeping my overhead low, I/we will be able to funnel my profits back into ope

54、rations 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.Inno vatio nl/we have a history of inno vative ideas.List your most meanin g

55、ful ideas and any new ideas you have for the future.SummaryThrough my,our leadership, I,we will be able to reduce overhead as a perce ntage of sales therebyin creas ing the amou nt of profit to be reta ined in the bus in ess.Because of our pric ing policy, morepeople will purchase our mercha ndise t

56、hus in creas ing the size of the market and we will be in creas ing our market share. What My Compa ny proposes to use are just good solid bus in ess sen se, econo mies of scale, and the use of efficie nt finan cial tech ni ques.This will allow us the followi ngopti ons:in crease servicein crease ad

57、vertis ingreduce pricesin crease profitsin crease selecti on<Service>Through my,our leadership, I,we will be able to reduce overhead as a perce ntage of sales thereby n creas ing the amou nt of profit to be retained in the bus in ess.What My Compa ny proposes to useare just good solid bus in ess sen se, econo mies of scale, and the use of efficie nt finan cial tech ni ques.This will allow us the follow ing opti ons:in