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The format and outline of the business plan book


This is a very important part of the investment program. In order to help the drafters of commercial plan books to write this important file, we collected a variety of commercial projects for foreign investment projects, compiled them, and compiled the format and outline of the business plan book with reference to international practices. ,for reference.

In the process of attracting foreign investment, foreign investors often need you to make a detailed and objective business plan for the investment project to make a deeper understanding and examination of the investment project. At the same time, a well-conceived and realistic business plan is also an actionable program of action for project operators. So it is very important to write a business plan book. By convention, the format and outline of a business plan book is roughly as follows: First, keep in mind two reasons why you are preparing a business plan:

1 Describe your company clearly, briefly, and accurately, what is going on and what is going to be planned.

2 To convince potential investors to invest in your company. A well-thought-out, well-written plan is not only useful to potential investors, but also a valuable tool for yourself. A good business plan will force you to be picky, objective, and emotional. Look at the project you are considering. You will be aware of important issues related to the project that you may not have noticed before. By solving these problems, the process of writing a business plan book becomes a process of creating an effective marketing tool. The issues that will be described below involve many aspects, whether they need to be adopted or not, depending on the type of project you are running. You can use your own judgment to decide which points to use in your plan.

You may want to cover all the basic aspects of business activities, but you should avoid too much attention to detail so that the report is too cumbersome and becomes a burden on the reader. On the one hand, to be comprehensive and comprehensive; on the other hand, to make the points to be certain and concise; a fifty-page plan book is enough for most business projects. Your business plan should be carefully organized to make it easy to read. In order for investors to pay full attention to the project, the business plan should adopt a clear and comprehensive format.

Remember: A future investor will always focus on three areas: a broad market, an excellent product and a long-lasting management team. Construct a project format for the content according to the following general headings: - Manager Overview - Company History - Market Research and Sales Strategy - Production and Manufacturing Planning - Research and Development - Management - Financial Reporting

1. Manager Overview: A two-page manager overview is critical in mobilizing investors' interest in reading through the program. The summary should briefly describe the company's establishment, operation, management and current performance. Describe the distinctive features of your product or service and why these features can create demand. Briefly introduce the amount of funds needed, the form of financing desired, the purpose for which the funds will be raised, and which parts of the company the investment will be used to purchase. Make the funding needs match the development phase your company expects. Early product development or early construction projects cost the most, while later production or later construction projects and their capital funds are relatively less.

2. The history of the company traces the company's operating history, such as when the company was founded, how it was established, the address of the establishment period and the current address. Initiated shareholders and leaders, major changes in the structure of the company and its management, the main employees and responsible persons who are still in place since its inception, and their role in the company's development. Record the main achievements and problems of the current period. A frank attitude towards past issues will help to increase the credibility of the project. What are these problems? How will you deal with them? How will you avoid the same situation in the future; the program 'Fan Wen, library. For you. Collect - organize / happen?

3. The production and manufacturing plan details the geographical location, specific location or building area, floor, building type, and floor space of the plant, indicating that the property is owned or leased, including rental conditions, listing all major equipment, transportation, etc. Own or lease. The current level of operation is expressed as a percentage of estimated operational capacity. Is the operation based on small batch production or mass production? Briefly explain the production process from start to finish, including how the cost of different production levels, information equipment and personnel needs as a function of income will change? Introduce methods of production control, quality control and inventory control, briefly describe the main production materials, who is the main supplier of raw materials? Where is the supplier located and how much is the annual purchase? Do you enjoy discounts on purchase? How is the decision to “homemade or outsourced” made? The average inventory level of other companies in the same industry and your company compared to it; the program 'Fan Wen, library. For you. Collecting - finishing / how? Introduce the scale of labor under different production functions, and describe the labor market situation in the region where the company is located; the program 'Fan Wen, Library. For you. Collect - organize /, is the employee a union? The general level of ethics and the turnover ratio of employees? What is the proportion of labor in the cost of sales of each product sold? Introduce additional benefits for employees.

4. The geographical location, topographical features, and floor space of the design and engineering project, indicating the land use rights, enumerating all the major equipment of the project, including entertainment and health equipment, management equipment, supporting engineering equipment, office equipment, transportation, etc. . Indicate whether it is imported or domestically owned, and it is owned, cooperated or leased. The project's planning plan, feasibility study report and project approval situation; the program 'Fan Wen, library. For you. Collecting - finishing /, planning and design and construction and construction unit qualification and operation. Briefly explain the construction process of the project, the main technical indicators of the plan, the actual maximum passenger capacity and the theoretical capacity. The completion of the project or the rolling development of the phased construction, the division of the construction period and the proportion of investment, the reasons for the construction of the phased construction and operational analysis. The date of the project to be completed. After the completion of the project, the management model introduces the scale of the management service personnel. Does the employee belong to the trade union? The general level of ethics and the level of business of employees? What is the proportion of employee expenses in operating costs? Introduce additional benefits for employees.

5. Market research and sales strategies are important for the comprehensive presentation of marketing and sales strategies. This part of the business plan is the first thing you should complete and spend the most time. The market research and sales strategy should be carefully proven, accurate and Convinced, this is very critical. All sales forecasts and forecasts of the number of employees, capital investment needs, acquisition site needs, accounting controls, etc. depend on the accuracy of market research. Market-oriented, rather than product-oriented, clearly describe your business, the goods or services you sell, marketing channels and regions, accurately indicating how product projects or services reach customers, showing careful research Recognize what customers really want and emphasize the special benefits of buying your product or service. Wherever possible, the benefits from your product or service are quantified in the form of cost savings or benefits, using charts, pictures, tables, etc. where appropriate. Accurately depict your customers, how are they distributed? How many mobile accounts do you have, and what is the average amount of accounts receivable for more than 90 days? Describe any special connections you have made with your customers. How is your company's pricing policy and how sensitive is the price to cost increases? How many purchase orders are you currently in your hand? How many fixed customers are there? Is your merchandise sales achieved through paid employees or commission sales representatives? For a specific industry, such as large playgrounds, theme parks, etc., you can make a comprehensive statement of the market, how is the market size and your views on market trends? Make a plan for the market in the first five years and the next five years. Realistically evaluate your competitors, describe other major companies and their current actions, their names and locations? Their respective market shares, strengths and weaknesses? Explain the superiority of the products or services you offer compared to existing products or services in the market, and reveal how to achieve these competitive advantages. What is your current and expected market share? Are there new competitors in the market? If your product or service project is still flawed, please explain how you plan to overcome them? Compare the products or services you have with your competitors in detail, compare their prices, service guarantees, features, etc. to illustrate these differences. Your security strategy? Is your sales seasonal? If yes, is it reflected in your employee level and operating expenses planning? What will you do to keep your products and services updated to adapt to changing markets? How will you expand the market in the coming year? Discuss possible issues and risk factors associated with operations. Such as price cuts due to competition, the development of new technologies, possible changes in government regulation, import and export quotas, labor supply, etc. Explain the protection of products or services, and it is necessary to protect your property rights through trade secrets, patents, copyrights or trademarks. Showcase a plan showing the different stages of the formation of a business strategy. Such as the completion of the prototype, the installation of the equipment, the date of the trade show, or the date of opening, ordering the raw materials required for production, the beginning of production, accepting orders, the delivery of goods for sale, and accepting payment in the form of accounts receivable.

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