1. cover or introduction: the title or cover or introduction of the whole plan.
1, name and address of the enterprise.
2. Name, telephone number, fax number, e-mail address, website and mailing address of the entrepreneur.
3, enterprise or product logo, slogan.
4. Statement on the confidentiality of the report.
Second, the executive summary.
The executive summary is one of the most important parts of the whole business plan, and its function is to arouse investors' interest, because the executive summary is the first part for potential investors to read and analyze. If the abstract can't attract potential investors, they can't continue reading. Therefore, to arouse the interest of bankers and investors, it is very important to write an executive summary.
1. Briefly describe the business concept.
2. Any favorable data showing new business opportunities must be listed one by one.
3. Explain how to take advantage of these opportunities in the implementation plan.
4. What are the differences between the marketing strategies to be implemented by the new enterprise and those of other operators in the market?
5. Emphasize the main financial results achieved after the implementation of the strategy.
6. The executive summary should mention the important experiences of entrepreneurs, other important existing contracts or legal documents, and any information that is helpful to introduce new enterprises to potential investors.
Third, market analysis.
Market analysis is to estimate external uncontrollable factors that may affect business plans, review industry trends, and formulate competitive strategies. This part should clarify the following issues: customers, market capacity and trends, competition and their respective competitive advantages, estimated market share and sales volume, and market development trends. The analysis method is as follows:
PEST method for environmental analysis.
SWOT method for environment and competition analysis.
Five forces model of industry competition analysis.
Income cost method for profit change forecast.
Key issues in environmental and industrial analysis;
1. What are the main trends of economy, science and technology and policies at home and abroad?
2. What is the total annual sales of the whole industry in the past five years?
3. What is the development potential of this industry?
How many new enterprises have entered this industry in the past three years?
5. What new products have been launched in this industry recently?
6. Who is the most direct competitor?
7. How can your business be better than your competitors?
8. Is the performance of each of your competitors going up, down or stagnant?
9. What are the strengths and weaknesses of each competitor?
10. What's the development trend in your specific market?
Key issues of competitive analysis:
1. Who is the current competitor?
2. What resources do they control? What are their advantages and disadvantages?
How will they react to our decision to enter this industry?
4. How will we deal with their behavior?
Who else can find and take advantage of the same opportunities as us?
Four. Overview of new enterprise (business).
This part describes the products, services and operation of the new enterprise as a whole, and helps investors to determine the scale and business scope of the enterprise. This part should start with the content of "corporate mission". The mission describes the nature of the enterprise and its future vision.
List a series of elements that can fully describe the new enterprise, so that readers can deeply understand its business. These elements include:
1, product or service.
2. The location and scale of the enterprise.
3. Requirements for personnel and office equipment.
4. The background of entrepreneurs and the history of venture enterprises.
Description of the new enterprise:
1. What is the mission of the new enterprise?
2. Why do you want to enter this industry?
3. What makes you successful in this industry?
4. What achievements have been made so far?
5. What is your product or service?
6. Describe the product or service, including trademarks and patents.
7. Where will the company open?
8. Is your office building new, old or in need of renovation? If it needs to be remodeled, what is the cost?
9. Are you renting or buying your office space? What are the lease or purchase terms?
10 why is this venue suitable for your business?
Verb (abbreviation for verb) Company strategy and implementation.
In the whole business plan, there are different choices in the arrangement of the fifth part, some take the company strategy as a part, and some directly put the marketing plan and business plan together, which usually depends on the scale and business scope of the company.
If the strategy is put together with the marketing and operation plan, then this part should clarify the following questions:
1. Market entry strategy: low cost, differentiation and target concentration or other ways?
2. Marketing plan: pricing, distribution and promotion.
3. R&D plan: R&D status and objectives, difficulties and risks.
4. Manufacturing and operation plan: operation cycle, equipment and improvement.
6. Production plan or operation plan.
A production plan is a statement of the detailed process of manufacturing products.
If there is subcontracting in the production process, there should be the on-site description of the subcontractor, the reason for selecting the subcontractor, the subcontracting fee and the contents of the subcontracting agreement.
If the manufacturing process is completely completed by entrepreneurs, it is necessary to describe the factory facilities, machinery and equipment necessary for production, as well as the names, addresses and supply terms of raw materials and suppliers. The manufacturing cost and the investment in fixed assets that may be needed in the future should also be listed.
If the new enterprise is not a production enterprise but a retail service enterprise, this part should be called an operation plan, and its plan description includes procurement and inventory management, trading methods and so on.
Key issues of production plan or operation plan:
1. Will you be responsible for all or part of the production process?
2. If the manufacturing process is outsourced, who is the subcontractor?
Why did you choose such a subcontractor?
4. What is the manufacturing cost of the subcontract (provide a copy of the subcontract)?
5. What is the layout of the production process (preferably with illustrations)?
6. What production equipment is urgently needed?
7. What raw materials are needed in the manufacturing process?
8. Who are the suppliers of raw materials? What is a reasonable supply cost?
9. What is the production cost?
10. What is the fixed assets investment required by the new enterprise in the future?
If it is a retail service enterprise, its key issues are:
1. Where do the needed goods come from?
2. How to manage inventory?
3. What should be the inventory of the new enterprise? How much is this stock?
4. What is the transaction process under normal circumstances?
Seven, marketing planning.
Marketing plan is a description of the marketing situation and strategies related to the distribution pricing and promotion of products and services.
Purpose of marketing plan: Marketing plan is the key to the success of new enterprises. It can make investors understand the specific goals of the enterprise and the strategies adopted to achieve them, and also provide an action framework for entrepreneurs to achieve their goals; And through the cost budget of these strategies, it provides the basis for forecasting the financial situation.
Marketing plan is usually an annual plan (made once a year), but the time range involved in the plan is the first three years of the new enterprise.
Key issues of marketing plan:
1. Who is the customer?
2. To what extent do products or services tempt customers to buy?
3. How to price products or services?
4. How to win the support of specific customer groups?
5. How much time and resources does it take to attract a customer?
6. What is the cost of producing and delivering products or services?
7. How much does it cost to maintain a consumer?
8. How easy is it to keep a consumer?
9. Buy cheap and sell expensive, collect money as soon as possible and pay as late as possible.
Eight, organizational plan.
Organizational planning is a description of the ownership form of the new enterprise, the responsibility and power scope of each member.
Organizational planning usually answers the following organizational structure questions:
1. What is the ownership form of the new enterprise?
2. If it is a partnership, who are the partners? What is the content of the cooperation agreement?
3. If it is a company system, who is the original shareholder? How many shares do they each hold?
4. What kind of stocks are issued?
Nine, financial planning.
Financial planning is the main financial index and investment return that predicts and determines the economic ability of new enterprises.
The financial plan mainly discusses three issues:
1. The sales forecast and corresponding expenditure of the entrepreneur in the first three years.
2. Cash flow statement for the first three years.
3. Estimate the balance sheet.
X. Risk assessment.
Risk assessment is the process of determining potential risks or optional strategies to achieve business plan objectives.
Risk assessment needs to consider three issues:
1. Point out the potential risks faced by new enterprises.
2. Describe the consequences of potential risks once they occur.
3. Explain what measures will be taken to avoid, weaken or deal with such risks.
The risks of new enterprises usually include the following aspects:
1, the reaction of competitors.
2. The weakness of the enterprise itself in marketing, production or management.
3. Surplus products caused by technological progress.
Even if the above factors do not pose a threat to new enterprises, entrepreneurs should clearly explain the reasons why these risks do not exist in this part of the plan.
XI。 Appendix.
Appendices usually include some supplementary materials, which do not need to be shown in detail in the text, as long as the name of the attachment is indicated in the corresponding text or paragraph of the text for reference.
Attachment information may include: letters from customers, distributors or subcontractors; A signed lease, contract or other agreement; Quotation information of suppliers and competitors, etc.