商業(yè)計(jì)劃書英文模版

Confidential

Confidentiality

ThisbusinessplanisthepropertyoftheCompanyandisconsideredtobestrictlyconfidential.Itcontainsinformationintendedonlyforthepersontowhomitistransmitted.Withreceiptofthisplan,recipientacknowledgesandagreesthat:i)intheeventrecipientdoesnotwishtopursuethismatter,thisdocumentwillbereturned,attheaddresslistedaboveassoonaspossible;ii)therecipientwillnotcopy,fax,reproduce,divulge,ordistributethisconfidentialplan,inwholeorinpart,withouttheexpressedwrittenconsentoftheCompany;iii)alloftheinformationhereinwillbetreatedasconfidentialmaterialwithnolesscarethanthataffordedtoyourowncompanyconfidentialmaterial.

ThisBusinessPlancontainsforward-lookingstatementswhichinvolverisksanduncertainties.TheCompany'sactualresultscoulddiffermateriallyfromthoseanticipatedintheseforward-lookingstatementsasaresultofcertainfactors,includingthosesetforthunder"RiskFactors"andelsewhereinthisBusinessPlan.

TableofContents

TOC\h\z\t"Heading9,1,Heading10,2"

ExecutiveSummary

3

MissionStatement

4

IndustryandMarketplaceanalysis

5

DescriptionoftheIndustryandMarket

5

CustomersandMarketSegmentation

5

Competition

5

TheBusinessOpportunity

6

TheInnovation–productorservicedescription

7

OverviewoftheProductorservice

7

ProductBenefits

7

Technology

7

ProductComparison

7

FutureProductRoadmap

7

TheBusinessStrategy

8

TheBusinessStrategy

8

MethodsofDoingBusiness

8

FutureOpportunities

8

MarketingandSales

9

MarketResearch

9

MarketingPlan

9

TargetMarkets

9

ResearchandDevelopment

10

Operation/Manufacturing

11

ManagementandOwnership

12

FundsRequiredandTheirUses

13

Finances

14

Assumptions

14

SalesForecast

14

OperatingExpenses

14

Profit&Loss

14

CashFlow

14

NPVandBreakEvenPoint

14

Bibliography…………………..…15

Appendices

15

ExecutiveSummary

(2-3pages)

Thepurposeofthissectionistoprovideashortintroductiontothecompanyandclearlydefinetheuniquecompetenciesofthecompany,whichwillensureitssuccess.

Thissectionshouldincludethefollowing:

Asummaryofthemissionstatement&thevision.

Companybackground(ifrelevant)includingdateofestablishment,financialandmarketingachievementsetc.

IndustryandMarketSummary.

TheBusinessOpportunity.

AsummaryoftheInnovation.

BusinessStrategysummary.

MarketingandSales.

ResearchandDevelopment.

Operations/Manufacturing.

ManagementandOwnership.

FundsRequired.

FinancialSummary.

MissionStatement

(1-3page)

Thepurposeofthissectionistoprovidethemissionandvisionofthecompany.

Thissectionshouldinclude:

Whoweare

Whatwedo(product/service)

Howwedoit(technology)

Forwhomwedoit(customersegment,needs)

Vision

Companybackground(ifrelevant)includingdateofestablishment,financialandmarketingachievements,etc.

IndustryandMarketplaceAnalysis

(4-6pages)

Thepurposeofthissectionistoprovidetheinvestorwithbackgroundontheindustryanditsgrowthpotential.

DescriptionoftheIndustryandMarket

Thissectionshouldincludethefollowing:

Descriptionoftheindustry

Industrysizetoday(in$andorunits),Forecastedindustrysizein3-5years

Whatarethemajordriversforgrowth?Forexample,areproductsbecomingmoreaffordable,easier-to-use,faster,greaterperformance?Isthereincreasedawarenessabouttheindustrythatmightbedrivinggrowth?Ispositiveuserexperiencedrivinggrowth?

Whattrendsareemergingintheindustry?Forexample,aretherestandardsintheindustry?Aretherenewtechnologiescomingout?Arebigcompaniesbecominginterestedintheindustry?Isthereatendencytowardsconsolidation?Whereisthemarketheading?

Industry’svaluechain(adiagramisrecommended)

CustomersandMarketSegmentation

Howisthemarketsegmented?Byprice,application,etc.?Whatisthesize,thegrowthrateandtheneedsofthetargetedmarketsegment?

Whoareyourimmediatecustomers,whoaretheendusers?

Competition

Thepurposeofthissectionistopresentfactorsthatinfluencecompetitioninyourindustry,topresentwhoyourmaincompetitors(orcompetitors’groups)areandyourstrengths/weaknessesvis-a-viseachcompetitor(orgroup).

Whatarethecrucialcompetitivefactorsinyourindustry?Price,reliability,compliancewithstandards,installedbase,time-to-market,technologicalinnovation,availabilityofcustomersupport?

Whoarethemaincompetitors’groups?Provideashortdescriptionofeachgroup,thedifferentiatingaspectsoftheirproducts,corporateresources,marketpositioning,etc.Whoaretheircustomers?Includeasummarytablethatcomparesthecompetingsolutionsandyourproposedsolution.

TheBusinessOpportunity

Thepurposeofthissectionistoexplainthemarketneedfortheproduct/service.Theideaistoshowwhatislackingintheindustryandthebusinessbenefitsthatwillbegainedbyresolvingtheseissues.Notethattheseissuesshouldcorrespondwiththeproblemsthatyournewproductwillresolve.

Thissectionshouldincludethefollowing:

Whatarethekeyneedsofthecustomersinthetargetsegment?

Whatarethechallengesthattheindustryisfacing(thatthenewinnovationrespondsto)?Forexample,areproductsunreliable,highlyfallible,incompatible,requirelongtrainingperiods,providepoorperformance,expensive,notbroadlyavailable?

Whatwillbethebusinessresultsforusersifthesechallengesareovercome?Forexample,greaterproductivity,lowercosts,shortertime-to-market

Whatwillbethebusinessresultsforusersin$/%terms?Forexample,costswillbecutby$x,productivitywillbeincreasedbyx%.

Whohasthemosttogainfortheseimprovedbusinessbenefits?Whoishurtingthemostfromthefactthattheindustryhasnotyetovercomethechallengesdescribedabove?Whowillbewillingtopayfortheimprovedbusinessbenefits?

Whatistherevenueopportunity?

TheInnovation–ProductorServiceDescription

(3–5pages)

Thepurposeofthissectionistopresentthenewproductorserviceandshowhowitwillovercomethechallengespresentedabove.

OverviewoftheProductorService

Whatisthenewproduct/servicewhichthecompanyisproposing?

Whatstageofdevelopmentisitin?

Whatisthequantumleapthatmakesyoursolutionsuperior

ProductBenefits

Whatarethebenefitsofthenewproduct/servicetothedifferentmarkets?Howdoesitresolvethechallengesdescribedabove?

Whowillreapthesebenefits?

Technology

Onwhichtechnologyistheproduct/servicebased?Isthistechnologyunique?

Howcentralisthetechnologytotheproduct?Whatisitsexpectedlifecycleandfuturegenerations?Isitpatented?Aretheresubstitutetechnologies?

ProductComparison

Conductacomparativeanalysisofyourproductandresourcesvs.thecompetingsolutions.Thisshouldincludecomparisonoftrackrecordandreputation,marketpenetration,technologicalcapabilities,strengthsandweaknessesofeachproduct,targetmarkets,abilitytomeetcustomerrequirements,featurecomparison,pricecomparison,etc.(presentinginatableisrecommended)

FutureProductRoadmap

Whatisthefutureproductroadmap?Whatadditionalproductsmightthecompanydevelopinthefuture?

TheBusinessStrategy

(3-5pages)

TheBusinessStrategy

SWOTanalysis

Porter'sModel-5competitiveForces

Youshoulddiscussyourcompetitiveadvantage,howisitachieved,whataretheresourcesthatyouhaveorwillingtodevelopinordertoachievesustainablecompetitiveadvantage.

Whatwillthecompanysellandtowhom?Howisitgoingtomakemoney?

Whichstagesofthevalue-addedchaindoesthefirmoccupy?Whoareitssuppliers,whoareitsimmediatecustomers,whatmarketingchannelsdoesthefirmuse?Howdoestheproduction,marketingandafter-salesservicing?

Howdoyouchoseyourgereicstrategy?Howisthefirmgoingtopositionitselfintheindustry:nicheplayer,differentiatororcostleader?

MethodsofDoingBusiness

Whataretherevenuestreams?

FutureOpportunities

Whataretheplansforthefuture?Marketexpansions,newproducts,newdirections.

MarketingandSales

(4-5pages)

Thepurposeofthissectionistodefinethemarketingstrategy:thespecificmarketsegmentsthecompanywillbeoperatinginandhowthecompanywillpenetratethosesegments.

MarketResearch

Whatarethemainresultsofthemarketresearch?

Whataretheconclusionsderivedfromthemarketresearchresults?

MarketingPlan

Marketingmix–4Ps.Howwillthecompanyachieveitssales/marketsharegoals?Whatarethedistributionchannels?Whatwillbethepricingpolicy?Whatadvertising/PRactivitieswillberequired?WhatistheadvertisingandPRbudgetanditsallocationtothemediachannels?

TargetMarkets

Havepotentialcustomersineachmarketsegmentbeencontacted?Whatfeedbackhasbeenreceivedfrompotentialcustomersineachtargetmarketsegment?Anysignedagreements?

Whichmarketswillthecompanyfocusonfirstandwhy?

Whatarethemarketsharegoalsforthecompany–shorttermandlongterm?

ResearchandDevelopment

(2-3pages)

ThepurposeofthissectionistopresentadetailedplanoftheR&Dprogramincludingmilestonesandadescriptionofthetimeandresourcesrequiredtoachievethosemilestones.

Thissectionshouldinclude:

WhatR&Dhasbeendonetodate?Whatstageisdevelopmentat:alpha,beta,stageI-IV?

Howlongwillittaketodeveloptheproduct/serviceuntilitisreadyforcommercialuse?FollowingisasampleGanttchartforthispurpose:

Milestones

Q1

Q2

Q3

Q4

Q5

Q6

DetailedDesign

Regulatorytests

Integration

Testing+Debug

AlphaSite

BetaSite

1stShipments

Whatresourceswillberequired–equipmentandmanpower?Howmuchwillitcost?Thiscanalsobeprovidedingraphform.

Howdoesthetechnicalsupportprogramwork?Whatkindofsupportisneeded?

Operation/Manufacturing

(2-3pages)

Thepurposeofthissectionistopresentthecompany’smanufacturingcapabilities.

Thissectionshouldincludethefollowing:

Productionprocedures–Whatpartsoftheproductionprocessareperformedin-house?Whatpartsareproducedbysubcontractors?

Howaresuppliersselected?Whatareleadtimerequirements?Whatistheriskofcriticalelementshortages?

Productionfacilitiesandcapabilities

ISO9000compliance?

Peoduct/servicecostestimations.

ManagementandOwnership

(2-3pages)

Thepurposeofthissectionistoprovideaprofileofthecompany’scoremanagementteamanditsowners.

Thissectionshouldinclude:

Profileofeachofthekeymanagers

Plansforrecruitingkeypersonnel

Organizationchart

Profileofcompanyowners/BOD

Shortprofilesoftheadvisoryboardmembers

FundsRequiredandTheirUses

(1-2pages)

Thepurposeofthissectionistodescribetoinvestorshowtheirinvestmentfundswillbespentandhowmuchadditionalfundingwillberequiredandwhen.

Thissectionshouldinclude:

Currentfundingrequirements–amount,when

Fundingrequirementsoverthenext3-5years

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