Business plan is based on a certain format and content requirements and I organize a written material to the audience to comprehensively demonstrate the current status of the company and the project, the potential for future development. What are the templates? Here is what I have organized for you: business plan template, welcome to read, more information in the planning column!
Business plan template (a)xxx company (or xxx project) business plan
No.:
Date:
(project company information)
Address:
Zip code:
Contact person and position:
Tel:
Fax:
Website/E-mail:
Confidentiality
This Business Plan is a trade secret and the ownership of which belongs to XX Company (or XX Project Holder). The content and information covered is limited to investors who have signed the letter of intent to invest. Upon receipt of this plan, the recipient shall immediately confirm and comply with the following regulations:
1. The recipient shall not copy, divulge, or distribute the contents of this plan without the written permission of XX Company (or XX Project Holder);
2. If the recipient does not intend to carry out the project described in this plan, please return this plan as soon as possible to the address mentioned above in its entirety.
Table of Contents
Report Table of Contents
Part I Abstract (a summary of the entire plan)
(text within 2 to 3 pages)
I. A brief description of the company
II. objectives and financial objectives)
III. Current shareholding structure of the company
IV. Capital invested and its use
V. Introduction of the company's current main products or services
VI. Market overview and marketing strategy
VII. Brief description of the main business divisions and their performance
VIII. Core management team
IX. Explanation of advantages
X. Current demand for capital increase of the company to achieve the goal: reasons, quantity, mode, purpose, repayment
XI. Financing plan (financing and investment methods)
XII. Financial analysis
1. Financial history data (sales summary, profit, growth in the first 3 years ~ 5 years)
2. Financial projections (after 3 years ~ 5 years)
2. Financial projections (after 3 to 5 years)
3. Assets and liabilities
Part II Overview
Chapter 1: Introduction of the Company
I. Purpose of the Company (Statement of the Company's Mission)
II. Functions and business objectives of each department
IV. Management of the company
1. Board of Directors
2. Management team
3. External support (outsiders/accounting firms/law firms/consultants/technical support/industry associations, etc.)
Chapter 2: Technology and Products
I. Technology Description and Technology Holding
II. Product Status
1. Main Product Catalog (Classification, Name, Specification, Model, Price, etc.)
2. Product Characteristics
3. Introduction of the Products Being Developed / To Be Developed
4. R&D Plan and Schedule
5. Intellectual Property Strategy
6. Intangible Assets (Trademarks/Intellectual Property Rights/Patents, etc.)
3. Product Manufacturing
1. Supply of Resources and Raw Materials
2. Existing Manufacturing Conditions and Production Capability
3. Expansion Facilities, Requirements and Costs, and Production Capability after Expansion
4. Original Major Facilities and Additional Equipment
5.
5. Product standards, quality control and production cost control
6. Packaging and storage and transportation
Chapter 3 Market Analysis
I. Market size, market structure and segmentation
II. Setting the target market
III. Product consumer groups, consumption patterns, consumption habits and Analysis of major factors affecting the market
Fourth, the current market status of the company's products, the products in the market development stage (blank/newly developed/high-growth/growth/saturated
mature/saturated), product rankings and brand status
Fifth, the market trend forecasts and market opportunities
Sixth, the industry policy
Chapter IV Competitive Analysis
I. No Industry Monopoly
II. Competitors' Market Share from Market Segmentation
III. Major Competitors' Situation: Company Strength, Product Situation (Types, Price Points, Characteristics, Packaging, Marketing, Market
Market Share, etc.
IV. Analysis of Potential Competitors' Situation and Market Changes
V. Competitive Advantages of Company's Product
VI.
Chapter 5 Marketing
I. Overview of the marketing plan (region, mode, channel, estimated target, share)
II. Development of sales policy (past/current/planned)
III. Sales channels, methods, marketing links and after-sales service
IV. (agents/distributors/direct sellers/retailers/franchisees, etc.), qualifications at all levels
Determination of standards and policies (sales volume/payback period/payment methods/accounts receivable/freight methods/discount policies, etc.)
V. Sales force and sales benefit distribution policies
VI. Promotion and market penetration (methods and arrangements, budget)
1. The main promotional methods
2. Advertising / PR strategy media evaluation
VII. product pricing program
1. Pricing basis and price structure
2. Factors affecting the price change and countermeasures
VIII. sales data statistics and sales record method, the calculation of the sales cycle.
ix. Market development planning, sales targets (near-term, medium-term), sales forecast (3 years to 5 years) sales, share and calculation basis
Chapter 6 Investment Explanation
i. Explanation of capital requirements (amount/period)
ii. Capital utilization plan and progress
iii. Form of investment (loan/interest rate/interest rate payment terms/conversion - common shares, preferred shares, optional shares/corresponding
price, etc.)
IV. Capital structure
V. Return/reimbursement plan
VI. Explanation of the structure of the capital stock and liabilities (timing/conditions/security/interest on each debt, etc.
VII. collateral/value of collateral and pricing basis/pricing certificate)
viii. investment guarantee (whether there is collateral/guarantor's financial report)
ix. shareholding structure after absorbing the investment
x. cost of equity
xi. explanation of the extent of investor involvement in the company's management
xii. reports (regular reports provided to the investor and budget of capital expenditure)
xiii. Reports (regular reports to the investor and budget of capital expenditure)
xiii. Payment of miscellaneous expenses (whether or not to pay intermediary fees)
Chapter VII: Compensation and Exit of the Investment
I. Listing of Shares
II. Transfer of Equity Interests
III. Chapter VIII Risk Analysis
I. Resource (raw materials/suppliers) Risk
II. Market Uncertainty Risk
III. Research and Development Risk
IV. Production Uncertainty Risk
V. Cost Control Risk
VI.
VIII. Financial Risks (Accounts Receivable/Bad Debt)
IX. Management Risks (Including Personnel/Mobility/Key Employee Dependency)
X. Insolvency Risks
Chapter IX. Management
I. Company Organization
II. Management System and Labor Contract
Personnel plan (staffing/recruitment/training/assessment)
4. Salary and welfare programs
5. Equity distribution and share subscription plan
Chapter 10: Forecasts of business operations
Estimates of the company's sales volume, sales volume, gross profit margins, growth rate, and return on investment in the 3-5 years after the capital increase, as well as the basis for calculation.
Chapter 11: Financial Analysis
I. Description of Financial Analysis
II. Forecast of Financial Data
1. Sales Revenue Schedule
2. Costs & Expenses Schedule
3. Salary Level Schedule
4.
5. Balance Sheet
6. Profit and Distribution Schedule
7. Cash Flow Statement
8. Analysis of Financial Indicators
(1) Indicators Reflecting Financial Profitability
a. Financial Internal Rate of Return (firr)
b. Payback Period (pt)
c. Financial Net Present value (fnpv)
d. Investment profit margin
e. Investment tax rate
f. Capital margin
g. Uncertainty analysis: break-even analysis, sensitivity analysis, probability analysis
(2) Indicators reflecting the project's ability to pay off the project
a. Gearing ratio
b. Current ratio
c. Current ratio
d. Repayment period of fixed asset investment borrowing
Part III Appendices
I. Attachments
1. Photocopies of business license
2. List of the board of directors and their resumes
3. List of the main management team and their Resume
4. Explanation of professional terminology
5. Patent certificates/production licenses/appraisal certificates, etc.
6. Registered trademarks
7. Corporate image design/publicity materials (logo design, instruction manuals, publications, packaging instructions, etc.)
8. Newsletters and reports
9. Certificate of rental of premises
10. > 10. Process flow chart
11. Product market growth forecast chart
2. Schedules
1. Main product catalog
2. Main customer list
3. Main supplier and distributor list
4. Main equipment list
5. Main site questionnaire
6. Estimated Analysis Sheet
7. Various Financial Statements and Financial Estimates
Business Plan Template (II)What is Logic?
It's your outline! The first impression of your business plan, you if the first impression does not capture the investor, you have failed half. Micro-signal report88 we all know that the ultimate goal of the business plan is to convince investors, then within the outline, an organized presentation of your ideas is what you must do.
So, when you start writing a business plan, you must have an outline in mind. Hopefully, the reader can read it line by line, and this mindset is helpful when starting a business.
Abstract
A sentence explaining the origin of the idea. (Entry point)
A sentence stating the need of the market. (market outlook)
A sentence stating what need you provide. (product)
A sentence describing who else provides those needs. (Competitors)
A sentence describing how what you offer is better than what they offer. (Strengths)
A sentence about how you make this "strength". (R&D)
A sentence on how you can make up the "strength" to the "need". (Marketing)
A sentence about how much you can earn by filling a need. (Profit model)
In a word, how much of what you earn you share with us and what you want us to provide. (Returns)
One sentence about you. (Team Strengths)
Such as the logic of thinking in the summary, the body is in such a frame of mind.
If you have not registered the company, you can change to "team", and then quote the "company" idea to prepare their own plans, and I give this idea copy, some of which can be deleted.
Full text requirements: all can finish in one sentence, never two.
Chapter 1: Basic Information
What is the company called.
Where the company is.
What is the nature of the company.
Who are the shareholders of the company.
What is the holding structure.
What is the main business of the company.
What is the composition of the company's employees.
What are the company's finances.
What are the company's immediate and long-term goals.
Chapter 2 Corporate Governance
Overview.
Who are the top executives.
High-level profiles.
How the top brass are divided.
What is the management system.
What organizations will be set up and staffed after the financing.
What will be the incentives and rewards for management and key personnel.
Compensation for management and whether there is an employee stock ownership plan.
Whether the company has established a personnel management system.
The measures taken to protect relevant intellectual property rights, technical secrets and trade secrets.
Whether the company has related operations.
Whether the company and its key executives are involved in lawsuits and arbitration, and what is the impact on the company.