Haha, why don’t you ask someone to write it for you? I have a good template here. If it looks good, just go for it
Plan sample (first version)
This is the inside cover of your business plan. It is necessary to indicate your relevant information here. You need to add a cover. The cover paper should be hard and wear-resistant. Try to use colored paper. This can make your document look more attractive, but the color should not be too dazzling. You can also use transparencies for the cover.
Directory
The following is the directory table for this sample. Note that after you complete your business plan, you need to renumber the pages. For graphical information, please refer to Chapter 9 of this sample, which provides advice on the organization of this information.
Chapter 1: Summary
Chapter 2: Company Introduction
1. Purpose (mission)
2. Company Introduction
3. Corporate strategy
1. Products and Services A:
2. Products and services B, etc.:
3. Customer contract development, training and consulting services:
IV. Technology
1. Patented technology:
2. Usage of related technologies (technical differences) relationship):
5. Value evaluation
6. Corporate management
1. Management team status
2. External support:
7. Organization, collaboration and external relations:
8. Intellectual property strategy
9. Venue and facilities
10. Risk 1
Chapter 3: Market Analysis 1
1. Market Introduction
2. Target Market
3. Customers Purchasing Guidelines
4. Sales Strategy
5. Market Penetration and Sales Volume
Chapter 4, Competitive Analysis
1 , Competitors
2. Competitive strategies or elimination of barriers
1. Competitors [A, B, etc.]
Chapter 5; Products and Services
1. Product Variety Planning
2. Research and Development
3. Future product and service planning
4. Production, storage and transportation
6. Implementation stage
7. Service and support
Chapter 6 Marketing and Sales
1. Marketing Plan
2. Sales Strategy
1. Real-time Sales Method
2. Product positioning
3. Sales channels and partners
4. Sales cycle:
5. Pricing strategy
1. Products , Services:
2. Product/Service B
6. Market Contact;
1. Trade Fairs
2. Advertising Publicity
3. Press conference
4. Annual conference/academic symposium
5. International Internet promotion
6. Others Promotional Factors
7. Trade publications, articles and reports
7. Social Certification
Chapter 7 Financial Plan
1. Financial Summary
2. Annual Financial Statement
3. Funding Requirements
4. Estimated Income Statement
5. Estimated Assets and Liabilities Statement:
6. Cash flow statement:
Appendix to Chapter 8
1. Background and organizational structure of [your company or project]:
2. Market background:
3. Resumes of management personnel
5. Industry relations
6. Competitors’ documents:
7. Current situation of the company
8. Customer list
9. News clippings and publications:
10. Marketing
Chapter 1: Summary
Without a good summary, your business plan is unlikely to sell to investors. We recommend that you first develop a summary and use it as the basic framework for your entire plan. Its basic function is to attract investors' attention, so the summary should not be too long, no more than two pages, and the shorter the better. To see an example, check out the "Summary" column. (The URL for viewing is: /jyj/)
Purpose and Business Model
The company’s purpose is [insert purpose statement here. In a commodity economy society, any business organization must have its purpose or mission. Without a purpose, it means not knowing what to do.
You must first clarify what the purpose of your company or the company you want to set up is].
[Your company name] currently provides [specific number] of products: [List product names and resource names]
Our leading products include [number of products listed above] . Generally speaking, our current production line is in the [starting/development/maturity] stage.
The technologies used in our products include [other externally provided technologies] that are widely used in [specify specific industry or company name].
Currently, our [product/service name] is in the [initiation, development, maturity] stage. We plan to continue to expand our production line according to this [product/service name], and the development projects include [please list the expanded projects]:
In the [product production process, or service scope extension process] , the main key factor is [list main factors].
Our [product or service name] is unique for [list reasons], and we have a market advantage because we have [patented technology, rapid market entry, brand-name products, etc. etc.]
Market positioning (target market):
We position our market as [production and sales of writing and drawing instruments, low-fat cheese and other products, please define your market guide]. According to market resources, according to the investigation of [source], the [wholesale or retail sales] of this market on [the most recent date] is approximately [X] million yuan; according to speculation of [source], the market will reach [200X ] year will develop to [X] million yuan.
Here, you have to explain, who are your customers? …How many (customers) are there now and in the future? Where are these customers located? How did you approach them? What are their buying criteria? Do they continue to purchase your product or service? How do you guide customers to your product or service? Why are they interested in your product? Why do you like your product? How do you penetrate this market and make money?
Competition:
We compete directly with [name of competitor]. [Or, we have no competitors], but our [product or service] is selective in the market. Our [product or service] is first-rate because, [specify reason], at the same time, we do have a competitive advantage because our products [enter the market quickly, form a famous brand product, have low production costs, etc. wait].
Management:
Our management has the following people to ensure the realization of our plans.
[Name], [Male/Female], [Specific Position]. [He/She] has [specific number of years] years of work experience, [specific number of years] years of market experience, [specific number of years] of product development experience, and [specific number of years] years of experience in [other training subjects] .
[Name], [Male/Female], [Specific Position]. [He/She] has [specific number of years] years of work experience, [specific number of years] years of market experience, [specific number of years] of product development experience, and [specific number of years] years of experience in [other training subjects] .
......
Funding requirements:
We are seeking financial support of [instalment loan, equity or other financing methods] of [specific amount of funds] ten thousand yuan , this fund is used to [detail the purpose of the funds and why this project can make money].
Financing methods:
As for the financing methods, investors must be able to clearly understand your thoughts from your standpoint, especially if domestic companies or entrepreneurs currently do not understand them. International financing methods, this is particularly important. If you embarrass him (or her) or use difficult-to-operate methods, you will hit a dead end. You must provide a fast, agile and efficient financing environment.
Example.
Financial historical data:
Financial projections:
Summary of assets and liabilities:
We hope to be in [X year X month] implement this plan.
Chapter 2: Company Introduction
No one can clearly understand the mission of a successful company except those entrepreneurs who personally lead the company to success.
1. Purpose (mission)
Our goal is to turn the company into [Please describe your ultimate goal, or insert your mission statement, for example; Internet routing equipment Leading manufacturers and developing our brand into a well-known brand in the market].
We are determined to maintain credibility and improve our reputation in the field of development and sales [specific ways, such as fast, reasonably priced, marketable products to enrich market demand, and other ways]. To achieve this goal, we adopt methods such as [shortening the development cycle of new products, paying close attention to market trends and needs, developing creative and profitable products, and innovating in packaging, etc.].
[Your company name] needs [funding, management skills, etc., list everything your business needs].
2. Company Profile
[Your company name] was established in [x year x month], and its business scope includes [introduction to your company’s business activities, such as children’s product manufacturing, medical products provider, etc.]. The legal business name is [full company name] and the legal address is [company registered address].
The company is a [indicate the nature of the company, such as branch, cooperative company, partner, sole proprietorship, joint-stock company, etc.]. Regulations and Special Rights [Omit if none]:
[Name of your company] is currently producing [toxic waste, weapons and munitions, genetic engineering, explosives, etc.], or utilizing [Processing or selling of prohibited materials on production lines, or such service activities], and is outside the jurisdiction of [name of relevant government agency].
3. Company Strategy
Discuss the major opportunities facing your company that motivate you to raise capital. Will the product lines and technical capabilities be effective under the current circumstances? What is the approximate input cost? How is the time schedule determined? What is the level of risk? Changes in sales conditions or the release of technology licenses and the whereabouts of market brands, and other factors.
The market form of [specific market name] is very complex. The situation of our [specific product name] products in the above [each market] in the next two years is [detailed here].
Or
The comprehensive application of new technologies will enable our [specific product name] products to reverse the [specific market] market situation. Therefore, our products have the opportunity to continue to occupy the [specific market name] market today.
[Your company or project name]’s market strategy is to turn the company (or project) into the leading producer and supplier of [specific product name], and with [specific tools or means], it can Our [customers/users] [do what? What are the results? What are the benefits?] [Name of your company or project] will be used in [what industrial field, market, professional market, appropriate scope] with its [ Core technologies, knowledge and expertise] to dominate the [specific market name] market, including [specify in what aspects] [see Figure 1: Market, Figure 2: Expanding Market, Figure 3: Composition]. [How many] strategic product lines are currently considered capable of capturing the target market [or appropriate position]. All production lines constitute the entire shareholding [according to production levels, packaging forms and sales channels, their core technologies and manufacturers].
The following uses a paragraph to explain each goal or purpose. Use graphic illustrations (see Chapter 9 for sample format examples). You know, a diagram is sometimes better than a thousand text descriptions, it can help you think comprehensively. And let you make the final conclusion to implement your strategic deployment.
1． Products and Services 1:
[Product or Service 1] represents the new [What kind of market? ] One side of the market, what kind of problems can the market [solve? ], and can broadly reflect the service needs of all [target customers].
Discuss the marketing situation and the size of the target market.
6. Company Management
1. Management team status
"Investment is a business of managing talents." Please keep this sentence in mind. More and more facts prove that the essence of business competition is the competition of talents. Who can make talents? Whoever retains and makes good use of them will win in the business competition. Not only do you want to give investors an overview of your team of managers, but also how they work as an overall team.
[Your company or project name] has a world-class management team who are engaged in [industrial production, marketing, professional markets, information collection, public relations, human relations, various Influential positions] with direct skills and rich experience. Mainly reflected in:
Business leaders and key employees
2. External support:
We have currently developed business relationships with the following external consultants:
[Specific name] Accounting firm
[Specific name] Law firm So
[Specific name][Various forms of] consultants or consulting firms.
3． Board of Directors:
Our company's Board of Directors is composed of competent business and industrial professionals and experts. This board of directors assists our management in making practical decisions and executing the most efficient tasks. However, the board of directors has no responsibility for management's decisions.
Use the space on this page to briefly summarize the background of your board of directors. Write the resumes of the board members one by one in the appendix of the plan.
7. Organization, collaboration and external relations:
Explain your company’s internal organizational structure and management procedures. This content can be written here or placed in the "Supporting Documents" column. The organizational structure includes a management hierarchy diagram that illustrates mutual business relationships, functional roles, etc.
You will need to illustrate the impact of the relationships your company has that can attract investor interest. Please explain how you do your work (or plan to do your work) and how you work with others to improve the quality of your work. Be clear about how they were selected and whether they have made the company money so far. Don't forget that there is a global distribution plan in your field.
[Name of your company] has developed important relationships of interest with major companies in the [Name of Industry] industry. The following are examples of the scope of these relationships:
Joint marketing agreements:
The role and impact of mutual relationships can attract investor interest. Please describe how you work with other departments to improve your work performance
Our company has established important strategic partnerships for mutually beneficial collaboration in the following large and consolidated businesses [Please describe each company in detail, Their position in the market, specific collaboration content, and risks involved in collaboration should all be explained]. For example, we have established a marketing agreement with [name of specific company or organization] whose business provides us with the opportunity to sell our [name of specific product].
Third Party Agreements:
We have established strategic partnerships with a large number of suppliers. To fill the commission gap in purchasing, in order to purchase [list the names of raw materials provided by more than 80 suppliers that provide various raw materials to your company], they agree to [write the central intention of the agreement here, such as: no supply for at least six months] Put any goods on the market or they offer us a good price. ]
Cooperative development
The joint venture between our company and [specific company name] is another type of strategic partnership we have established. We will never invest R&D funds into their new [specify what we will not do, e.g. high-top sneakers]. Because of our involvement, the development time for [specify the work to be done, such as: low-top sneakers] that they have been developing for some time has been shortened by half. By leveraging their [specific equipment or personnel] that are actually underutilized, we have the ability to avoid spending [major expenses other than payroll].
Because they were instrumental in the success of the product's development, we have agreed to pay a [specified amount] of royalties.
Entrusted processing relationship (OEM relationship)
The company has established strategically important entrusted processing (OEM) relationships with many customers. This relationship allows us to steadily sell [specific product name, such as: gold foil packaging materials] in large quantities to [specific user names and uses, such as: XX Energy Company, who use gold foil to make solar energy poles. ]. This relationship has brought products from many of our product lines to market. However, the benefits it brought us were not very large, and it did not allow us to expand the influence of our brand.
8. Intellectual Property Strategy
The company implements strict protection measures for our core patented technologies [detailed here]. This work requires help from relevant laws. Such as copyright law, trademark law, trade secret protection regulations, etc. At the same time, there are also contractual restrictions on the relevant goods to protect our intellectual property rights. The Company currently owns [or has patents] for these technologies [but may elect to file patent filings in the future]. The following describes any legal, technical or competitive conflicts that may arise.
9. Site and Facilities
Details the facilities and costs required for expansion, including lease contracts, etc.
Our [company headquarters/manufacturing site/sales outlet] is located in [specific province, city, street].
This site provides the necessary space for [original or current] production and expansion, and it can accommodate development needs for the next [approximate time frame] years. Our current production capacity (including internal and external production) is [specifically listed production capacity in days/weeks/months/years, etc.].
If we can increase the production capacity to [specify the desired production capacity in units of days/weeks/months/years, etc.], we still need to add equipment [by when]. Here are some issues to consider when choosing a future site:
Here are the issues that need to be considered and addressed.
10. Risks
You need to evaluate the main risks of your business (including management issues, market conditions, technical status and financial status). These risks include the following aspects: limited operating experience, limited technical strength, employee proficiency, amount of resources, limited management experience, certain uncertain factors in the market, certain uncertain factors in production, threats from competitors , preventing counterfeit and shoddy goods, independence of key management methods, etc.
[Your company name]’s business depends on guarding against [identify possible risks]. This mainly depends on the seller. Therefore, [name of specific buyer] must [explain the work that needs to be done, such as regularly publishing internal specifications and standards and conducting secondary tests, etc., all of which need to be done before overall shipment]. The company believes that it has the ability to adapt to the pace of [technological progress and production stability development], [relying on advanced communication methods, such as the Internet and other online service methods, the company has the ability to support the production of this product]. Future product plans do not depend on [stated here], technical hurdles have been cleared.
The main development goal of our company is to produce [name of specific product]. Successfully producing these products that represent the level of our enterprise and being accepted by the market is the lifeline of [name of your company or project], which is an important condition for the success of the enterprise. Recently, the sales of [name of specific product] in the first month reached [specific amount] million yuan, which shows that the market acceptance of [name of specific product] is widespread and still developing. [Specific production equipment] will become the company's main source of income in 200X. The research institution of [data source institution name] reported in X month 199X that the growth rate of [specific production equipment] increased from XX in 199X to XX in 199X (only in the [specific market name, such as: operating system] market statistics).
The company [name of specific research institution] predicts that the order quantity of [specific production equipment] will increase from XX0,000 in 199X to more than XX0,000 in 200X, doubling the order quantity in 199X. The current sales volume and market forecast can greatly reduce the investment risk of this project.
Chapter 3: Market Analysis
This chapter is the most important and difficult chapter in writing a business plan. If you do not pay attention to writing this chapter, your Plans become the worst plans. This is also the worst-written chapter of most bad business plans.
In this chapter, you will indicate in which industry sector, market sector, job function do you compete? What are the characteristics and nature of the market? How do you segment the market landscape? How do these market patterns differ from Marketing Research Center analysis or from investment analysis? You need to be specific about the above questions. If the market is newly developed, then how do you establish your prediction to prove your correctness? For example: If you are currently developing a high-performance C language application tool in the NT environment, you cannot combine the problems you face. Total market sales are set at $30 billion for all software application tools. Because you are producing a C tool for a specific market, it is not a multi-language exchange system or a multi-user tool. I would like to ask: How many sets of C tools did you sell last year? And, how many of these tools are "real" development tools? How big is your target market? After sharing with your competitors, how much of your market is left? Are there other markets/distributors/consignments outside of your target market?
Before preparing this chapter, please refer to Chapter 9 for the introduction, format and arrangement of markets and market patterns.
1. Market introduction
We [want to participate in competition and are competing] in [specific aspects] of [specific industrial fields]. According to [specific information source], the market volume [wholesale or separate sale] in [previous period of validity] is approximately [specific amount] million yuan. We believe that the main trend in this field in the future is towards product development [specific forecast development direction, such as: environmental protection, miniaturization, high quality, and value-added].
According to the research results of [specific research institution name], by 200X, the market will [development or contraction] reach [specific amount] million yuan. We hope that the competitive situation in the market during this period will be [maintain development, shrink, stay put]. The main forces influencing this change come from specific reasons such as: falling computer costs, the expansion of home-based businesses, and the declining number of children who are the users of children's product developers and their beloved pets. decreasing]. In this field, the area with the broadest development prospects is [specific product name].
Our market positioning is to develop [specific product types for the market, such as: school, home, office supplies, writing and drawing instruments, shoes for children (10 to 19 years old) in the shoemaking industry ]. Over the past few years, this market has been [developing or stabilizing]. [Specific industry name, such as machinery] Industrial experts [please specify name] predict that the output value of this field in the next few years will be [specific amount] million yuan.
The most promising area is the [specific product name, such as: children's clothing] products in the [specific market name, such as: children's products] market.
Indicate the source of this information, when it was published, and how this information was compiled. If your opinion differs from the analyst's, explain it. I hope you spend money to buy this information, so that when investors pursue the authenticity of the information when the project fails, you cannot provide evidence that you used the information legally. Even if you only spend 1 yuan to purchase information, it may exempt you from legal liability in the future.
[Your company or project name], due to its unique location, is best able to enable [merchant categories, such as distributors, retailers, etc.] and [your company's products or services] to cooperate with each other ***At the same time, we can break into the existing processing industry. This collaboration has the advantage of [commenting on market positioning].
Currently, [merchant categories] in this field face challenges, such as [specific circumstances, such as: pressure to shorten time to market, increase in labor costs, etc.].
The description of not facing different types of buyer's markets is as follows:
2. Target market
How do the main players allocate the market? What are the specific shares and benefits? Could you please explain this situation and the opportunities it implies? Identify your market positioning and define the factors that will influence your actions.
Our market positioning is determined as [specific product name, you can write more]. Currently, the market share is occupied by [specify the names of the top three largest market holders].
The typical current customer for our products is someone who is using [other product or service] for [specific purpose]. We can inspire their passion to buy our products because of [product price, product quality, product applicability and other factors]. This information is what we learned from [customer feedback, trade shows, advertising surveys and other channels]. At the same time, we also feel that our customers find our products [reasonable prices, steadily improving quality, and elegant taste, any obvious feature that makes your products invincible].
Evaluate the current business situation based on your personal opinion or recently obtained information: sales history; market share and position; production trends; profits; marketing methods, etc.
What do the prophets of industrial development predict for the next two years? There are a number of ways to assist you in analyzing your specific situation.
The main market positioning includes:
[Positioning 1]
[Positioning 2]
Listed according to the general customary classification method Please refer to Chapter 9 for the types of customers you can basically approach (such as retailers, electrical product orderers, buyers who order from product catalogs, etc.).
The market positioning of [specific product name] is divided based on the retail price of [please list the type of product] ranging from RMB [X] yuan to [Y] yuan. Most of the sales of this type of goods are handled by [specific authorized agencies, such as OEMs, subcontractors, manufacturers' representatives, etc.], while a small number use [specific price determination methods, such as bidding]. conduct.
The company's current or future products are in an unfavorable state of [specific types, such as: failure to market in large quantities, no finished products, insufficient inventory]. This unfavorable situation is caused by [specific conditions, such as: patent pending registration, insufficient capacity], the reason is [please explain]. By 200
Currently, the company's disadvantages are limited to [specific categories]. Now we are taking the following steps to alleviate these problems [please describe mitigation methods].
The impact of external factors such as environmental threats [such as market shrinkage/trade barriers/consumer tendencies/unpredictable economic situations] on us is reflected in [specific manifestations, such as: price /Market share/Wholesale and retail quantity/Import and export volume, etc.] aspects.
In addition, it also includes well-known [specific factors, such as: the legal system is not established/the government policy is not transparent/the foreign exchange control has no standards and other recognized influencing factors] and other factors.
3. Customer purchasing criteria
Please define the type of customer and their purchasing criteria. You can use small-package trial products to understand your customers' purchasing situations. This method is easy to implement and enough to provide customers with new knowledge and make buyers more interested in purchasing your products again and again.
Currently the most typical customers who purchase our products are people who are using [specific products] in [specific fields] for [specify application or purpose, such as: office automation, reducing the number of employees].
What motivates people to buy your product? What is a true and touching reflection? Why your product, your service, your company?
Please explain your market development methods-mainly target customer groups, promotions on various cards, advertising, etc. How do you discover your competitors? How do your customers discover your company and its products? How do they discover and accept your new product, in other words, through what channels do they purchase your product (through corporate licenses, telecommunications, or by combining with other products)? How do they respond to different spreads?
4. Sales Strategy
You have to plan from the sales department of [name of your company] to sell our [name of product or service] through different channels. These channels work well because:
Customer distribution
Geographical relationships
Seasonal changes
Effective amount of funds, and existing channels for similar products in the market that can be utilized.
Our competitors also use the same [specific sales method] sales channels. However, our sales strategy is more effective and allows us to [state your advantages over your competitors].
A partial list of [your company]’s major customers is as follows:
Please list the names of your top 5-10 customers. (If the customer list takes up a lot of space, please put it in an appendix).
[Your company or project name]'s products adopt an aggressive and flexible pricing approach and are sold through a variety of channels. These channels include direct sales, sales via telemarketing, and establishing distribution systems, all of which are available worldwide. [Name of your company or project] establishes a direct sales site in [specific regions, such as North America and Europe], and in other regions of [specific regions, such as Asia Pacific and the world], [company or project] uses a dedicated distribution system for sales . [Company or Project]'s distribution channels include system vendors, independent software vendors (ISVs), and independent service providers (ISPs) with relationships with OEMs. We have signed a specific sales agreement with [specific company]. Other [specific industries, such as: computer industry] companies, such as [specific companies], have integrated our patented [technology or products] into [their products], which protects our interests in the long term.
5. Market Penetration and Sales Volume
Going deep into all levels of your market, how do you get close to your customers (buyers)? Here, you can use a matrix to divide your market levels by year, develop plans to reach customers by year, and explain the assumed annual sales volume. For each sales channel, target sales and assumed sales volumes should be developed for a five-year period. Examples of hypothetical sales volumes for each sales channel are as follows:
Direct (or indirect) sales plan - five-year plan
Target quantities promoted in advertising/publications
Effective sales rate ()
Actual completion rate ()
Market share ()
Potential buyers/users (number per year)
Purchase volume per buyer
Total sales volume
Average purchase price
Chapter 4, Competitive Analysis
1. Competitors
Please tell investors your main competitors in terms of products, price, market share, geographical location, promotion methods, management, personalization, financing capabilities, etc. Wrong or incomplete information can be interpreted as a dereliction of duty on your part and dishonesty to investors and banks.
Don’t lie to yourself (or your investors) right in front of your competitors. Many entrepreneurs believe that they have no "real" competitors, but in fact they make a serious mistake. From a market economic point of view, there are competitors in any business activity, but you or your competitors have not discovered each other yet. That’s all.
You can check reports on Datapro, Computer Select, Nexus/Lexus, and the industrial directory in your local library. You can check online databases through the Internet. They can all provide you with information about other companies. Competitive information; you can also read industry-related magazines and look for relevant advertisements; you can also call or visit customers to learn about competitors. Please remember that there is someone out there doing (quietly or watching) what you are doing.
[Your company] provides [specific product name] products under [specific background, such as: fierce market competition].
In this market, the companies competing with us are: [Competitor], [Competitor 2] and [Competitor 3].
Please provide examples for each category of competitors. For example: Acme Inc is a developer and seller of high-performance tools for application development in the C environment with a sales capacity of US$3 million. Acme Inc is a branch of Acme Corp., and the parent company is a listed company. Sales were $800 million. The branch sells proven products, test products and other high quality tools. The branch's recent trends have declined because the parent company has not allocated funds to introduce new work platforms and languages. Acme Inc is managed by a vice president who has been working there for six months. The previous manager worked there for 11 months. You want to describe each of your competitors like this.
Competitors [same as our company, using the same methods in the same trade publications] [published, not published] [advertising]. If this type of ad is running legally, it probably works!
Our [product/service] is unique because [specific reason], or we have a competitive advantage because of our [speed to market