The significance of planning well is to ensure that risks are controllable, so how to write a good plan? Below are 5 sample templates that I have compiled for you to summarize the format of the plan. I hope it will be helpful to you. . Welcome everyone to read and study for reference!
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5 complete articles about the plan
A collection of 5 selected articles in planning books
A collection of 4 selected sample essays on how to write a plan
A collection of 5 selected articles in planning books
Complete collection of personal plan templates
Plan format 1
1. Project introduction
1. What is the product.
2. Targeted user groups.
3. What problem to solve.
4. What’s special about it. (The biggest difference from others is the point of attracting users)
2. Market analysis
1. What is the current market size of this industry and what is its growth rate in recent years.
2. What is the market competition situation? (Is there a monopoly, is there a big competitor, a small competitor, or very few competitors)
3. Core competitiveness
1. Is the product special
p>
2. Are there unique channels and resources?
3. Are there high-barrier technologies?
4. Are there any special business models?
5. Is there a team with special advantages
4. Business model
1. What is the profit model and how to make profits.
2. Income sources, income scale and growth rate, and key factors affecting income.
3. Main costs, indicating variable costs and fixed costs, the time when costs are incurred and the factors that determine costs.
4. How much capital investment is required to obtain positive cash flow, when can it occur, what is the demand for funds, and when can it start to make profits.
5. Operation and Marketing
1. How to operate internally
2. External marketing strategy
3. Expected results
6. Current progress (talk about growth data)
1.__, company established
2.__, internal beta version released, operational data...
3.__, introducing angel investment,...
4.__, official version released, acquiring x users within a week, active users x million, paying users x million...
7. Financial budget
1. Input cost, how much has been invested and how much is needed within one year.
2. Revenue forecast, revenue forecast for 1-3 years.
3. Calculate gross profit and net profit.
8. Risk control
1. What risks
2. How to control
9. Development direction
1. Future development positioning, such as specialization or diversification
10. Additional information
1. Such as comments or opinions of authoritative people, major events, important plans, etc.
11. Q&A
1. What is your strategy to grow faster than your competitors?
2. Who are your competitors? What are your competitive advantages? What is it?
3. What is the biggest challenge you face?
12. Financing needs
1. Financing amount
2. Share ratio
3. Where to spend the money and what goals to achieve
13. Team introduction
1.__ X, position.
Past experience (worked for well-known companies, startups, well-known projects participated in, honors in a certain field, industry experience, etc., should be brief and highlight the advantages)
2.__ X, same as above
< p> Plan format 2Summary of the first part (summary of the entire plan) (text within 2-3 pages)
1. Brief description of the company
2. The company’s purpose and goals (market goals and financial goals)
3. The company’s current equity structure
4. The funds invested and their uses
5 . Introduction to the company's current main products or services
6. Market overview and marketing strategy
7. Introduction to main business departments and performance
8. Core management team< /p>
9. Description of the company’s advantages
10. The company’s current capital increase needs to achieve its goals: reasons, amounts, methods, uses, and repayments
11. Financing plan (Financing and investment methods and exit plans)
12. Financial analysis
1. Financial historical data (sales summary, profit, growth in the previous 3-5 years)
2. Financial projections (next 3-5 years)
3. Assets and liabilities
Part 2 Overview
Chapter 1 Company Introduction
1. The company’s purpose (statement of the company’s mission)
2. Company profile information
3. Functions and business objectives of each department
< p> 4. Company Management1. Board of Directors 2. Management Team 3. External Support (External Personnel/Accounting Firm/Law Firm/Consulting Company/Technical Support/Industry Association, etc.)
Chapter 2 Technology and Products
1. Technology Description and Technology Holding
2. Product Status
1. Main Product Catalog (Classification , name, specification, model, price, etc.)
2. Product features
3. Introduction to products under development/to be developed
4. R&D plan and time Table
5. Intellectual Property Strategy
6. Intangible Assets (Trademarks/Intellectual Property/Patents, etc.)
3. Product Production
1. Supply of resources and raw materials
2. Existing production conditions and production capacity
3. Expansion facilities, requirements and costs, and expanded production capacity
4. Original main equipment and additional equipment to be purchased
5. Product standards, quality inspection and production cost control
6. Packaging, storage and transportation
Third Chapter Market Analysis
1. Market size, market structure and division
2. Target market setting
3. Product consumer groups, consumption patterns, consumption Analysis of habits and main factors affecting the market
4. The current market situation of the company's products, the market development stage of the product (blank/new development/high growth/mature/saturated), product ranking and brand status
5. Market Trend Forecast and Market Opportunities
6. Industry Policies
Chapter 4 Competition Analysis
1. Whether there is an industry monopoly
p>2. Competitor market share from market segmentation
3. Main competitors: company strength, product situation (type, price, features, packaging, marketing, market share, etc. )
4. Analysis of potential competitors and market changes
5. Competitive advantages of the company's products
Chapter 5 Marketing
1. Overview of marketing plan (region, method, channel, estimated target, share)
2. Formulation of sales policy (past/current/plan)
3. Sales channels, Methods, marketing links and after-sales service <
/p>
4. Main business relationship status (agents/distributors/direct sellers/retailers/franchisees, etc.), standard policies for qualifications at all levels (sales volume/repayment period/payment method/accounts receivable) payment/freight method/discount policy, etc.)
5. Sales force situation and sales benefit distribution policy
6. Promotion and market penetration (methods and arrangements, budget)
1. Main promotion methods 2. Advertising/public relations strategy, media evaluation
7. Product price plan 1. Pricing basis and price structure 2. Factors and countermeasures affecting price changes
< p> 8. Sales data statistics and sales record methods, and calculation of sales cycle.9. Market development plan, sales target (short-term, medium-term), sales forecast (3-5 years), sales volume, share and calculation basis
Chapter 6 Investment Description
1. Description of fund requirements (amount/period)
2. Fund use plan and progress
3. Investment form (loan/interest rate/interest rate payment conditions /Conversion-common shares, preferred shares, optional equity/corresponding price, etc.)
4. Capital structure
5. Return/repayment plan
6. Description of the original liability structure of capital (time/conditions/mortgage/interest of each debt, etc.)
7. Investment mortgage (whether there is a mortgage/collateral value and pricing basis/pricing certificate)
< p> 8. Investment guarantee (whether there is a mortgage/financial report of the guarantor)9. Equity structure after absorbing investment
10. Equity cost
11 . Description of the extent of investor involvement in company management
12. Reports (regular reports and capital expenditure budgets provided to investors)
13. Payment of miscellaneous fees (whether to pay intermediaries handling fee)
Chapter 7 Investment Return and Exit
1. Stock Listing
2. Equity Transfer
3. Equity Return Purchase
4. Dividends
Chapter 8 Risk Analysis
1. Resource (raw materials/suppliers) risks
2. Market Uncertainty Risk
3. R&D Risk
4. Production Uncertainty Risk
5. Cost Control Risk
6. Competitive risks
7. Policy risks
8. Financial risks (accounts receivable/bad debts)
9. Management risks (including personnel/staff turnover) / depend on key employees)
10. Bankruptcy Risk
Chapter 9 Management
1. Company Organizational Structure
2. Management System and labor contract
3. Personnel plan (staffing/recruitment/training/assessment)
4. Salary and welfare plan
5. Equity allocation and stock subscription Plan
Chapter 10 Business Forecast
Estimation and calculation basis of the company’s sales volume, sales volume, gross profit margin, growth rate, and return on investment in the 3-5 years after the capital increase
Chapter 11 Financial Analysis
1. Financial Analysis Instructions
2. Financial Data Forecast
1. Sales Revenue Detailed Statement
2. Cost and expense schedule
3. Salary level schedule
4. Fixed assets schedule
5. Balance sheet
p>6. Profit and profit distribution statement
7. Cash flow statement
8. Financial indicator analysis
1) Reflect financial profitability Indicators
a. Financial internal rate of return (FIRR)
b. Payback period (Pt)
c. Financial net present value (FNPV) < /p>
d. Investment profit rate
e. Investment profit tax rate
f. Capital profit rate
g. Uncertainty analysis:
1) Break-even analysis, sensitivity analysis, probability analysis
2) Indicators reflecting the solvency of the project
a. Asset-liability ratio b. Current ratio c. Quick ratio d. Repayment period of fixed asset investment loans
Part Three Appendix
1. Attachments
1. Copy of business license
2. Board of Directors list and resume
3. Main management team list and resume
4. Explanation of professional terms
5. Patent certificate/production license/appraisal certificate, etc.
6. Registered trademark
7 . Corporate image design/publicity materials (logo design, instructions, publications, packaging instructions, etc.)
8. Briefings and reports
9. Proof of venue rental
10. Process flow chart
11. Product market growth forecast chart
Plan format 3
1. Restaurant name: ____ X. Explanation of the naming rules: low-key, simple, easy to remember, distinctive (the characteristics here do not mean that it directly reflects the flavor) but not weird, no more than four characters, no Hunan character. The current booking form is "____ Restaurant" or "____荘"
2. Restaurant flavor: mainly farmhouse flavor in eastern Hunan
3. Estimated area of ??the restaurant: 280 ~ 350 M2
4. Target city: Guangzhou
5. Site selection requirements:
1. There must be at least one medium-sized residential area within 1 mile of the surrounding area. It is best to have a certain amount of floating population around, which should be white-collar workers or a rental target area;
2. If the conditions do not meet the first point, the location needs to have convenient transportation, a certain number of private cars and people. People with spending power can clearly see the location of the restaurant;
3. The rent cannot exceed 60 yuan/M2, 40 yuan/M2 is the best, and it is best to have an entrance and exit shop of about 10M2 on the first floor. The main business area is on the second floor;
4. The restaurant itself needs to be able to park 7 to 10 family cars, or there is a parking lot nearby no more than 200M away.
The overall evaluation of the location selection is that since novices should not invest too much money, the location of the restaurant should not be in an already bustling place, but people who want to have more contacts and have spending power hope to use the flavor and characteristics of the restaurant. To attract old customers, it is required to make a profit of 10,000 yuan/month in three months.
6. Restaurant layout requirements: The interior of the hall is required to be able to place 12 to 15 small tables or small round tables for 4 people, 4 large tables for 10 people, and 4 to 5 16M2 private rooms (4__M specifications). (But it depends on the layout of the store)
7. Restaurant opening budget:
1. Rent: two mortgages and one rent, calculated based on 300 M2, and it is estimated to be 50 yuan per M2. A one-time payment of 45,000 yuan should be made; if the area is different, it cannot exceed 50,000 yuan in any case
2. Decoration design fee: 800 yuan
3. Decoration cost:
< p> A. The exterior decoration of the facade can highlight the characteristics, conspicuousness, but not exaggeration. The cost is Odor, the cost is X yuan;C. The kitchen area is 40 m2, the decoration emphasizes sewage discharge and ventilation, the cost is X yuan;
D. There are two toilets, the men's toilet is 1.5 M2, the women's toilet is 1M2, ventilation is required, there are no other special requirements, and the decoration is X yuan.
If you buy the materials yourself, the total cost is estimated to be 80,000 yuan
4. Certificate application fees: Fire protection, environmental protection, health permits and business licenses are required, and the cost is estimated to be 60,000 yuan
5 .Purchase equipment cost:
A. 3 5P air conditioners, 4 small 1P air conditioners in the private room, *** yuan (central air conditioners may also be used);
B. 10 A ceiling fan or wall fan, a total of 3,000 yuan,
C. Two refrigerators, two freezers, and a disinfection cabinet, totaling 10,000 yuan;
D. Kitchen utensils , ***45,000 yuan;
E. Tables and stools, ***5,000 yuan;
F. Others (please see the list), ***2,000 yuan in total, < /p>
G. One automatic washing machine, 1,000 yuan
6. Other unpredictable expenses, 2,000 yuan
8. Description of restaurant decoration style:
< p> 1. The facade decoration should be conspicuous, prominent, not exaggerated, concise, and able to reflect its consumption level2. Hall description:
A. The size of the tables and stools should be made of solid wood. Eight Immortals table and long benches, or use large and small round tables that are relatively sturdy in appearance. The large and small round tables are covered with better beige tablecloths;
B. The walls and the original pillars in the hall are no more than about 1M2. Dark tiles. The free-standing pillars in the hall are mainly dark for decoration purposes. The ceiling panels are not completely decorated. Spotlights are used. The ceiling panels above the spotlights are sprayed black. The lighting in the hall is required to be soft, but the ceiling panels on the tabletop are required to be soft. The lighting needs to be bright. (This is just my idea, the actual design shall prevail)
3. The decoration of the private room is the same as that of the lobby
4. No other special requirements
9 , Staffing:
1. Kitchen: ***6 people, 1 chef, 2 assistant chefs, 1 side dish cutter, 1 washing staff, 1 washing/picking staff
2. Private box: calculated based on 5 private rooms, 5 waiters,
3. Hall: 5 people, 1 for every four tables
4. Others: 1 other temporary staff (mainly used for rotation during service breaks), 1 shopkeeper.
10. Operating expenses details:
1. Property management expenses: cannot exceed 2 yuan/month per square meter, 600 yuan/month based on 300 M2***
2. Sewage discharge fee: 600 yuan/month
3. Water, electricity and fuel costs: 4,000 yuan/month for water and electricity, 2,000 yuan/month for fuel (temporarily calculated based on this, if there is more fuel, it means business The better)
4. Personnel costs: A. Salary: 1800 yuan/month for chef, 1400 yuan/month for assistant chef, 1000 yuan/month for others, total 1800__ + 1400__ + 14__000 = ;B. Accommodation and food expenses: accommodation is 2,000 yuan/month, food and accommodation expenses are 200 yuan/person/month, totaling 18__00 = 3,600 yuan/month
5. Depreciation expenses :
6. Raw materials: A. Raw materials, *** yuan/week
7. Other unpredictable expenses: 1,000 yuan/month
11. Dishes description:
1. Adhere to two characteristics: A. Green and healthy food; B. Authentic farmhouse flavor in eastern Hunan. About 30% of the dishes cannot be eaten in ordinary Hunan restaurants.
2. Insist on introducing new dishes: A. Continuously introduce new dishes, 2 new dishes every month; B. Change dishes according to seasonal changes
3. Consumption level positioning: It depends on the surrounding environment of the store address, but it is initially set at an average of 35 to 60 yuan per person.
Generally speaking, by using farm characteristics and green health as selling points, different dishes can be bought at higher prices and achieve higher profits
12. Direct Cost estimate:
Direct costs mainly include oil, salt, various condiments, and raw materials that make up dishes.
1. The cost of special dishes (noodle products) is controlled at 50%
2. Mid-range but rare in general Hunan restaurants, the cost is controlled within 40% of the country
3. The cost of mid-range common dishes is controlled within 60%
4. The cost of low-end common dishes is controlled within 30%, which is mainly vegetables.
Reduce the direct finished product without changing the quality of the dishes
13. Final cost accounting:
1. Opening expenses (unit: yuan):
Cost category amount
Rent
Design 800
Decoration
Certificate application fee
Purchase of major electrical appliances
Kitchen appliances
Tables and stools 5000
Purchase of appliances 2000 others
Others 2000
< p> Total2. Costs incurred at the end of each month (in yuan):
Personnel expenses
Property expenses 600
Sewage discharge fee 600
Water, electricity and fuel 6000
Raw materials
Others 2000
Rent
Total
3. Need to prepare funds:
Opening expenses + two months of expenses =
4. Survival turnover:
Survival business is yuan /month, which is equivalent to an average of 2,000 yuan a day
5. Minimum capital-guaranteed turnover:
Save the store manager’s fee (my fee) and depreciation fee (calculated over 5 years) , fixed investment amount and bank interest rate for monthly expenses (calculated at 3%): + + 4830 + __0.03 = yuan/month
14. Other issues:
According to the plan, the landlord is required to provide a three-month rent-free period when renting a house. The first month is to apply for various business-related documents, the second month is to prepare for decoration, and the third month is to prepare for matters related to the opening.
Plan Format 4
As the scale of the enterprise continues to expand, the demand for talents is increasing day by day. In order to carry forward the corporate culture and improve the quality of the enterprise's employees, in order to obtain the talents needed for the development of the enterprise With the purpose of providing strong human support for enterprise development, combined with the company's __ annual development strategy and related planning arrangements, the company's __ annual recruitment plan is specially formulated.
1. Review and summary of annual recruitment situation in __ Personnel, however, the turnover rate of new employees is serious due to various reasons, but it basically guarantees the large-scale employment needs of the enterprise.
2. Analysis of job demand situation in __ year
After repeated statistics and accounting, the job demand in __ year covers existing staff vacancies in various departments, filling vacancies after resignations, and staffing for new projects, etc. , the specific analysis is as follows:
1. Based on the staff gap and estimated turnover rate of each department, after preliminary analysis, the annual recruitment position information is as follows:
(1) Company executives include : Executive general manager, vice president of operations, etc.;
(2) Middle-level cadres include: administrative management department manager, sales department channel department manager, etc.;
(3) Logistics personnel, including : Marketing specialist, front desk, administration, finance, etc.;
(4) Total number of planned recruitments in January __: about 3 people (sales staff);
2. Recruitment principles: Employee recruitment strictly follows the company's established recruitment process, based on the principle of open recruitment to the public and merit-based recruitment, and is reviewed in terms of knowledge, moral character, physical fitness, and compliance with job requirements. Ensure that sufficient human resources are selected for the enterprise.
3. __ annual recruitment needs
According to the company’s __ annual business plan and strategic development goals, each department needs to submit an annual personnel demand plan,
4. Personnel Recruitment Policy
1. Recruitment Principles
(1) Those who can afford to hire;
(2) Those who can manage;
< p> (3) Use it well;(4) Keep it.
2. Principles of selection
(1) Suitability is high;
(2) Talents that the company urgently needs.
3. Recruitment methods
(1) Mainly online recruitment, as well as internal recommendations. Online recruitment mainly uses Chengwuyou Talent Network, Zhaopin Recruitment, 58.com, Ganji.com, China Talent Network, Baixing.com, Tencent Weibo, Sina Weibo, Sohu Weibo, etc. (specific details will be determined depending on the situation);
(2) Campus recruitment: __ Vocational College, etc.;
(3) On-site recruitment: Zhangdian Talent Market;
(4) Supplementary channels: Some organizations in society Free job fairs, internal employee recommendations.
5. Implementation of Recruitment
From mid-March to early April, the peak recruitment period, on-site job fairs will be the main focus, and online recruitment will be highly valued. The specific plan is as follows:
(1) Actively participate in on-site job fairs and maintain attendance at one on-site job fair every week;
(2) Actively participate in special sessions of individual job markets and free job fairs in relevant schools ;
(3) Contact __ vocational school teachers to be responsible for recommendations and information;
(4) Mobilize referrals from internal employees of the company;
(5 )Insist on refreshing online recruitment information and resume screening and contact every day.
6. Onboarding training
1. Newcomers must have complete and valid certificates when joining the company
2. On the day of joining, the Human Resources Department should inform them of the basic daily management regulations
p>
3. After completing the entry procedures, relevant training itineraries (usually trained by departments) will be arranged. Training plan requirements should be proposed by each department and discussed and determined with the Human Resources Department
7. Recruitment Effect Statistical analysis
1. The Human Resources Department should update the employee roster in a timely manner
2. Adjust and improve the work based on the results of the effect analysis
3. Regularly review new employees Communicate and understand employees who have been employed for less than 2 months.
8. Recruitment Principles and Precautions
1. It is better to be good than bad, and screen carefully. Department heads are not allowed to treat recruitment with a tentative attitude.
2. It is necessary to have a good grasp of the applicant's mentality, and the applicant is required to have professionalism and a correct view of money.
3. Recruiters should consider cultivating long-term talents for the company and strive for the stability of employed personnel. Under the same conditions, those with strong plasticity will be given priority.
4. Pay attention to the professional skills of the candidates and do not be limited by the job requirements in your mind.
Plan format 5
The format of the plan generally includes the title, body and closing matters.
(1) Titles generally have the following three ways of writing:
1. Complete title. Generally includes the unit name, time limit, content and language type. For example, "Key Points of Kunming Industrial and Commercial Bureau's __ Year Financial Plan".
2. Omit the time limit title. For example, "Flying Bear Company implements a business responsibility system plan."
3. Official document plan. Such as "__Administrative Institute Civil Servant Training Plan for the Second Half of 1995".
If the proposed plan still needs to be discussed and finalized or approved by superiors, the words "draft" or "first draft" or "discussion draft" should be added in brackets after or below the title.
(2) Text. Generally includes 3 parts: introduction, body and conclusion.
1. Preface. It is mainly an analysis of the basic situation, or a general explanation of the plan, what guidelines, policies and the spirit of instructions from superiors are based on, what are the subjective and objective conditions for completing the task, what is to be achieved in formulating this plan, and what is the significance of completing the plan targets? .
2. Subject. That is, the three elements of the plan: goals (what to do), measures (how to do it) and steps (to be done in several steps). The "three elements of planning" can be different in traditional or simplified form, but all are indispensable. Commonly used ways of expressing the main body include summary style, article style, tabular style, interlaced style, etc.
3. Ending. You can look forward to the realization of the plan to encourage people, and you can also put forward general hopes or calls.
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