a Business Plan, also known as a business plan. It is a written document for a business development plan. It is a written material compiled by a company, enterprise or project unit according to certain format and content requirements in order to achieve investment promotion and financing and other development goals, which comprehensively shows the current situation and future development potential of the company and project to the audience. The following is a successful business plan case I shared with you, hoping to bring you help!
successful business plan case: 1
keep secret and promise
This business plan involves the company's business secrets and is only open to investors who are interested in investing. Our company requires the project manager of the investment company to make the following commitments when receiving this business plan:
Keep this business plan properly and do not disclose the business secrets of our company to a third party without our consent.
signature of the project manager:
date of receipt: year month day
business plan
(writing reference)
project name
project unit
address
telephone
fax
contact person
[
Part I Basic Information of the Company
Part II Management of the Company?
part iii products/services?
part iv research and development?
Part V Industry and Market Situation
Part VI Marketing Strategy?
part 7 product manufacturing?
Part VIII Management
Part IX Financing Description?
part 1 financial plan?
part 11 risk control?
Part XII Project Implementation Progress
Part XIII Other
List of Reference Materials
Description
Executive Summary
Description: The executive summary should be completed within 2-3 pages as far as possible.
[abstract content reference]
1. Basic information of the company (company name, time of establishment, registered area, registered capital, major shareholders, shareholding ratio, main business, sales revenue, gross profit and net profit in the past three years, company location, telephone number, fax number and contact person. )
2. Information about the main managers (name, gender, age, native place, education/degree, graduate school, political outlook, working years in the industry, major experience and business performance). )
3. Description of products/services (introduction of products/services, technical level of products, novelty, advancement and uniqueness of products, and competitive advantages of products). )
4. Research and development (existing technical achievements and technical level, technical level, competitiveness and foreign cooperation of R&D team, R&D funds already invested and future investment plans, and incentive mechanism for R&D personnel). )
5. Industry and market (industry history and prospect, market scale and growth trend, industry competitors and competitive advantages of the company, market sales forecast for the next three years. )
6. Marketing strategy (the strategy to be adopted in price, promotion, establishment of sales network and other aspects, its operability and effectiveness, and the incentive mechanism for sales personnel. )
7, product manufacturing (production mode, production equipment, quality assurance, cost control. )
8. Management (organization setting, employee stock ownership, labor contract, intellectual property management, personnel planning. )
9. Description of financing (capital demand, purpose, use plan, shares to be sold, investor's rights, and exit method). )
1. Financial forecast (sales revenue, profit, return on assets in the next three or five years, etc. )
11. Risk control (possible risks in project implementation and control measures to be taken)
Part I Basic Information of the Company
Basic Information of the Company:
Name of the Company
Time of Establishment
Registered Capital
Actual paid-in capital
In which cash is paid
Intangible assets account for% of the shares
Place of registration
Company nature: please fill in the company nature, such as limited company and joint stock limited company.
company evolution: explain the main business and equity since the establishment of the company. Changes in the basic situation of the company such as registered capital, and explain the reasons for these changes.
Current situation of major shareholders of the company: list the names of current shareholders and their contributions, as shown in the following table:
Name of shareholders, amount of contribution, form of contribution, proportion of shares, contact number
Party A
Party B
Party C
Party D
Current internal department setup of the company: the organization chart is used to show the situation of the company's sole proprietorship, holding and shareholding companies and unincorporated institutions.
The businesses that the company once operated are
The business that the company currently operates is
The current main business is
The company's current employees:
There are employees, including managers and production workers; Among the managers, there are people with college education or above, accounting for% of the total number of employees, people with bachelor degree or above, accounting for% of the total number of employees, people with master's degree (including intermediate titles) or above, accounting for% of the total number of employees, and people with doctoral degree or above (including senior titles);
it is best to list, The following table:
number of employees, college education, bachelor's degree (intermediate title), doctor (senior title)
number of employees, number of employees, number of employees, number of employees, number of employees, number of employees
production workers
financial history of the company's operations: list description:
(unit: 1, yuan)
sales revenue
gross profit
net profit
total assets
total liabilities
net assets
debt ratio
return on net assets
recent and future 3? Goals to be achieved in five years (industry status, sales revenue, market share, product brand and company stock listing, etc.):
The company's recent and future 3? The development direction of five years, Development strategy and objectives to be achieved:
Part II Company Management
List of members of the board of directors:
No. Name of post, surname, name, work, single degree or title, telephone number
1 Director
2 Vice Chairman
3 Directors
4 Directors
5 Directors
6. Dong Shi
7 Dong Shi
8 Dong Shi
9 Dong Shi
Chairman
Name, gender, age, place of origin, telephone number
Academic degree, professional title
Graduate school's registered residence
Main experience and achievements: focus on describing technical and management experience and success stories in the Bank.
general manager
name, sex, age, native place, contact telephone number
professional title of academic degree
registered permanent residence of graduate school
main experience and achievements: focusing on technical and management experience and successful cases in this industry.
person in charge of technology development
name, sex, age, native place, telephone number
professional title of academic degree
registered permanent residence of graduate school
main experience and achievements: focus on describing the technical level, experience and success stories in this industry.
person in charge of marketing
name, gender, age, native place, telephone number
professional title of academic degree
registered permanent residence of graduate school
main experience and achievements: focus on describing marketing experience and success stories in this industry.
Chief financial officer
Name, gender, age, place of origin, telephone number
Professional title of academic degree
Registered residence of graduate school
Main experience and achievements: mainly describe the background, experience and achievements in finance, finance, fund-raising and investment.
Other personnel who are responsible for the company's development (additional pages can be added)
Name, gender, age, place of origin, telephone number
Academic degree, professional title
Graduate school's registered residence
Main experience and achievements: according to the needs of the company, describe the expertise of different personnel in specific aspects.
part iii product/service
product/service description (here, it mainly introduces the background of the product/service to be invested, the current development stage, the comparison with similar products/services of other companies in the same industry, and the novelty, advancement and uniqueness of the company's products/services, such as proprietary technology, copyright, formula, brand, sales network, license, franchise and franchise operation, etc.). ):
The company's existing and applying intellectual property rights (patents, trademarks, copyrights, etc.):
Patent application:
Product trademark registration:
Has the company signed an agreement on the transfer or licensing of patents and other intellectual property rights? If yes, please explain (with the main terms attached):
Target market: Here, the types of users the product is aimed at should be explained in detail.
product renewal cycle: the determination of renewal cycle should be based on data sources.
product standards: specify the standards for product implementation in detail.
Describe in detail the competitive advantages of our products/services (including performance, price, service, etc.):
After-sales service network and technical support for users:
Part IV Research and Development
The company's past research and development achievements and its technological advancement (including technical appraisal, awards won by international, national, provincial, municipal and relevant departments and institutions). :
Company's participation in formulating industry standards and quality inspection standards for products or technologies:
Research and development at home and abroad, as well as the company's main competitors at home and abroad in technology and product development, and the measures to be taken by the company to improve its competitiveness:
So far, what is the total investment of the company in technology development? How much development funds are planned to be invested again (list shows the annual purchase of development equipment, developer's salary, test and testing expenses, and other expenses related to development):
Please explain that in the future, in order to ensure product quality, upgrade products and maintain advanced technology, The company's development direction, development focus, technologies and products under development, etc.:
The company's existing technology development resources and technical reserves:
The company's technical development support (such as universities, research institutes, etc.), and the mode of cooperation:
What kind of incentive mechanism and measures will the company take to maintain the stability of key technicians and technical teams?
The company's future 3? 5-year development capital investment and personnel investment plan (ten thousand yuan):
year 1, year 2, year 3, year 4, year 5
capital investment
personnel (individuals)
part 5 industry and market situation
industry situation (industry development history and trend, which industry changes have a greater impact on product profit and profit rate, technical barriers to entering the industry, Policy restrictions, etc., industry market prospect analysis and forecast):
Total sales of the whole industry in the past 3 years or 5 years and years: the source of information must be indicated.
(unit: 1, yuan)
Sales revenue
Sales growth rate
Industry-wide sales revenue forecast for the next three or five years: the data source must be indicated.
(unit: 1, yuan)
1st, 2nd, 3rd, 4th, 5th
Sales revenue
Comparison between our company and five major competitors in the industry: mainly describe our competitors in major sales markets.
competitors' market share, competitive advantage and competitive disadvantage
Is there any industry regulation on the marketing of our company? Analysis on the difficulty of the company's products entering the market:
the company's sales revenue forecast in the next three or five years (in case of unsuccessful financing):
(unit: ten thousand yuan)
the sales revenue in the first year, the second year, the third year, the fourth year and the fifth year
the market share
the company's sales revenue forecast in the next three or five years (in case of successful financing). :
(unit: ten thousand yuan)
Year 1, Year 2, Year 3, Year 4, Year 5
Sales revenue
Market share
Part VI Marketing strategy
Composition of product sales cost and basis for setting sales price:
If the product has formed a competitive advantage in the market, Please explain what factors are related to it (such as the same cost but low sales price, low cost forming sales advantage, and product performance, brand and sales channels superior to competitors' products, etc.):
Strategies and implementation in establishing sales network, sales channels, setting up agents and distributors:
In advertising promotion.