[Boutique] business planning book template

This article directory 1 business plan book template 2 business plan book template 3 business plan book template part 1: business plan book template

table of Contents

Report directory

First part summary

A company's brief description

2. The company's purpose and objectives

III. Current shareholding structure of the company

IV. Funds and uses already invested

V. Introduction of the company's current major products or services

Market overview and marketing strategy

VII. Main business units and performance profiles

Eight. Core management team

IX. Description of company advantages

X. Current capital increase requirements for the company to achieve its objectives: cause, quantity, method, use, repayment

XI. Financing plan

XII. Financial analysis

1. Financial historical data 2. Financial projections 3. Assets and liabilities

The second part of the review

Chapter 1 Company Introduction

I. The purpose of the company II. Company profile

III. Functions and business objectives of each department IV. Company management 1. Board of Directors

2. Management team

3. External support

Chapter II Technology and Products

I. Technical description and technology holding

Product status

1. Main Product Catalog 2. Product Features

3. Product development under development/to be developed 4. R&D plan and timetable 5. Intellectual property rights strategy

6. Intangible assets

Product production 1. Resources and raw material supply

2. Existing production conditions and production capacity

3. Expansion of facilities, requirements and costs, production capacity after expansion 4. Original equipment and equipment to be added

5. Product standard, quality inspection and production cost control 6. Packaging and storage

Chapter III Market Analysis

I. Market size, market structure and division

2. Setting of the target market

Analysis of product consumer groups, consumption patterns, consumption habits and major factors affecting the market

IV. Current market conditions of the company's products, the market where the products are located

Product ranking and brand status

V. Market trend forecasting and market opportunities VI. Industry policy

Chapter IV Competitive Analysis

I. Whether there is an industry monopoly

2. Seeing competitor market share from market segmentation

3. Major competitors: company strength, product situation

Analysis of potential competitors and market changes 5. Competitive advantages of the company's products

Chapter V Marketing

I. Overview of the marketing plan

II. Formulation of sales policies

3. Sales channels, methods, marketing links and after-sales services

Main business relationship status, qualification standards at all levels

policy

V. Sales force situation and sales benefit distribution policy

Promotion and market penetration 1. Main promotion methods

2. Advertising / PR strategy, media assessment

Product price plan

1. Pricing basis and price structure 2. Factors and countermeasures affecting price changes

8. Sales data statistics and sales record methods, calculation of sales cycle.

IX. Market development planning, sales targets, sales estimated sales, occupancy and calculation basis

Chapter VI Investment Description

I. Description of funding needs

II. Fund use plan and progress

Investment form

Capital structure

V. Return / repayment plan

Description of capital original liabilities structure

VII. Investment mortgage

Investment guarantee

IX. Absorbing the equity structure after investment

X. Equity cost

XI. Explanation of the extent to which investors are involved in company management

XII. Report

XIII. Miscellaneous payment

Chapter VII Investment Remuneration and Exit

1. Stock listing 2. Equity transfer

3. Equity repurchase IV. Dividends

Chapter VIII Risk Analysis

I. Resource risk

Market uncertainty risk

R. R&D risk

Production uncertainty risk

V. Cost control risks

Competition risk

VII. Policy risk

Financial risk

IX. Management risk

X. Bankruptcy risk

Chapter IX Management

I. Organizational structure

Management system and labor contract

III. Personnel plan

Salary, welfare program

V. Equity allocation and share subscription plan

Chapter 10 Business Forecast

3-5 years after the capital increase, the company's sales volume, sales, gross profit margin, growth rate, return on investment estimate and calculation basis

Chapter 11 Financial Analysis

I. Financial Analysis Note II. Financial Data Forecast 1. Sales Revenue Schedule 2. Cost Expenses Schedule 3. Salary Level Schedule 4. Fixed Assets Schedule 5. Balance Sheet

6

6. Profit and Profit Distribution Schedule 7. Cash Flow Statement

8. Analysis of financial indicators

1) Indicators reflecting financial profitability a. Financial internal rate of return b. Payback period c. Financial net present value d. Investment profit rate e. Investment profit and tax rate f. Capital profit rate

g. Uncertainty analysis: break-even analysis, sensitivity analysis, probability analysis 2) Indicators reflecting project liquidity a. Asset-liability ratio b. Current ratio c. Quick ratio

d. Fixed assets investment loan repayment period

Part III Appendix

I. Affiliated files

1. Business license photocopy

2. List of Board of Directors and Resume

3. List of main business teams and resumes 4. Description of terms

5. Patent certificate / production license / identification certificate, etc. 6. Registered trademark

7. Corporate Image Design / Promotional Materials 8. Briefings and Reports 9. Proof of Site Lease 10. Process Flow Chart 11. Product Market Growth Forecast Chart

II. Schedule 1. Main product catalogue

2. List of major customers

3. List of major suppliers and distributors 4. List of major equipment 5. Market survey table 6. Estimation analysis table

7. Various financial statements and financial estimates

* The plan must be printed by computer, interlaced and printed with wide edges; the title should be in bold type with a larger bold headline; the main chapters should be paged, and the body should indicate the page number.

Part 2: Business Planning Book Template

I. Project company summary

*Investment arrangement

Amount of funds required

Corresponding rights

*The basic situation of enterprises

company name

Legal representative

phone

fax

E-mail address

Zip code enterprise nature

□State-owned □Limited company □Company □Partnership other

Business registration date

You are looking for the first few rounds of funding

□Seed capital □first round □second round □third round

Main business of the enterprise

Second, the business description

*The purpose of the company

*Main development strategy goals and stage objectives

*Project technology uniqueness

Third, products and services

* Introduce the company's products or services, and the value to customers

*Is the same product still not on the market? Why?

* Source of profit and business model of continuous profit

Fourth, risk

* Risks and countermeasures faced by enterprises

V. Marketing

Introduce the market, marketing strategy, competitive environment, competitive advantage and shortcomings

Six, management team

* List key people in the company

One of the key people

Name Shi Mingming role engine professional title

Tasks determine strategic development direction, investment platform, and personnel incentive system

Expertise

Project Analysis

main experience

time

unit

Position

Performance

1969-1979 The head of the rural social enterprise enterprise project marketing successfully developed the ampoules and the bottle caps and opened them.

The province's market; successful development of high-voltage electrical appliances

Key integration and opening the national market

1979-1983

Changzhou Third Wool Textile Factory

Supply Division, Education Division

member

Established the School of Business Politics and taught

1983-1986 Changzhou Textile Engineering University

Industrial accounting economy, studying and writing "On the "management" market" graduation

Thesis, won the excellent paper award, and obtained

The instructor was amazed and consistently rated the paper

Is a major contribution to the Chinese market economy 1986-present

Changzhou Sanyou has limited transportation facilities

Company and insurance

Legal representative and major shareholder Synchronized with the development of China's transportation and highway construction, proposed and improved the economic and technical indicators of major transportation facilities, and developed projects such as road inspection management system; cooperated with the market economy and advertising of the city.

Exhibition, proposed for the operation of advertising design and production

Multiple upgrades and independent development

Advertise the card technology and watch the advertisement to win the grand prize and other projects; cooperate with the Changzhou Municipal Government to launch the animation creative industry, become the first private creative park in the city, and be listed as a provincial and municipal key project, and long-term efforts to create the theme real estate.

Education

Time school

profession

Education

1961-1967 Yu Duqiao, a small nerd, a small school graduate, three good students, Xue Lei

1983-1986

Changzhou Textile Engineering University

Industrial economy and industry association

College of Economics 2005-2007 Renmin University of China MBA

Postgraduate

*How many full-time employees are there in the company 26

*How many part-time employees are in the company?

1-3

* There are no key positions for suitable candidates yet?

* Management team strengths and weaknesses?

* Talent strategy and incentive system?

Financial forecast

*Require the investment required for research and development? 5 million - 10 million

*To achieve the break-even investment required? 20 million - 50 million

* How long does it take to break even? Within 2 years

* Is the total amount of venture capital to be introduced?

200 million yuan

* Current monthly income

* Current monthly expenditure

*Investment and income First year Second year Third year Fourth year Fifth year Annual income Sales cost Operating cost Net income Actual investment capital expenditure Year-end cash balance

*Bank of deposit

* Briefly describe the amount of venture capital, exit strategy, estimated return amount and timetable for this period?

Eight, capital structure

How much money has you invested in your business so far?

More than 40 million

How much money are you currently raising?

200 million if the success is raised, how long does the company operate sustainably? 50 years

How much is the next round of investment planned to be raised? According to the market expansion rate, it is estimated that the equity of 5-20 billion enterprises can be provided to investors.

□ Equity □ convertible bonds √ ordinary claims □ uncertain

* Current capital structure table

Shareholder component has invested capital equity ratio

* Capital structure table after the current funds are in place

Shareholder component investment capital ratio

*Please explain what kind of investors you want to seek?

Nine, other

*Please explain why investors should invest in your business rather than other companies?

*What do you think are the key factors for business success? A: People and the right strategy

*Do you have any other information about the company and the products that need to be introduced? Are there any relevant documents such as manuals, articles, pictures, user feedback, etc. of the company or product?

prompt:

Be sure to answer the following questions in your business plan book as much as possible:

1. What type of business experience does your management team have? 2. Are members of your management team successful? 3. What is the motivation of each management member? 4. How do your company and products enter the industry?

5. What are the key factors for success in your industry? 6. How do you determine the total sales and growth rate of the industry? answer:

7. What is the industry change that has the greatest impact on your company's profits?

A: Policy orientation

8. What is the difference between your company and other companies? 9. Why does your company have high growth potential? 10. Why is your project successful?

11. What is your expected product life cycle? 12. What makes your company and products unique?

13. When your company must compete with a bigger company, why is your company successful? 14. Who is your competitor? A: I, the traditional light source supplier

15. What advantages do you have compared to your competitors?

16. How do you compete with them for price, performance, service and assurance compared to your competitors? 17. What are the alternatives to your product?

A: At present, there are incandescent lamps, metal halide lamps, electrodeless lamps, other energy-saving lamps, and original technology LEDs; in the future, it should be an upgraded version of this technology.

18. According to your estimation, how will your competitors react to your company? 19. If you plan to gain market share, how will you act? 20. What are the most critical factors in your marketing plan? 21. What is the impact of your advertising program on product sales?

22. How will your marketing strategy change as your product/service matures? 23. What are the statistical characteristics of your customer base? 24. What do you think is the bottleneck of the company's development?

25. Who is your supplier? How long have they been in business? 26. Where does your company's labor supply come from?

27. What are the exit methods available to investors to choose from?

Part 3: Business Planning Book Template

table of Contents

First part summary

A brief description of the project

II. Overview of market objectives

III. Introduction to project advantages and characteristics

Analysis of the source of profits

V. Investment and budget

Financing plan

Financial analysis

The second part of the review

Chapter 1 Project Background

I. Reasons for the project

II. Project environmental background

III. Analysis of project advantages

Feasibility of project operation

V. Unique and innovative analysis of the project

Chapter II Project Introduction

I. Website construction objectives II. Positioning and overall goals

III. Website planning and construction progress

Resource integration and system design

V. Website structure section

Introduction of main columns

Seven. Business model

Eight. Technical functions

IX. Sources of information resources

X. How the project works

XI. Website advantages

XII. Intangible assets

Thirteen. Strategic Alliance

XIV. Website copyright

XV. Overview of income sources

XVI. Project economic life

Chapter III. Market Analysis

I. Internet market conditions and growth II. Market position of business model III. Target market setting

Traditional industry market conditions

V. Market positioning and characteristics

Product Advantages of the Project Market Eight. Market Trend Forecast and Market Opportunities IX. Industry Policy

Chapter IV Competitive Analysis

I. Whether there is an industry monopoly

2. Seeing competitor market share from market segmentation

III. Major competitors

Chapter V Business Implementation Plan

I. Introduction to the overall plan for the implementation of the business model

Marketing planning

Marketing promotion

Sales methods and links

V. Operation process

Preparation of procurement and sales policies

Seven. Price plan

Service, complaints and returns

IX. Promotion and market penetration 1. Main promotion methods

2. Advertising public relations strategy, media evaluation 3. Membership system, etc. 10. Profit analysis

XI. Sales statistics and sales record methods, calculation of sales cycle.

XII. Market development planning, sales targets, sales estimated sales, occupancy and calculation basis

Chapter VI Technical Feasibility Analysis

I. Platform development

2. Database

System development

Web design

V. Security technology

Content design

VII. Technicians

Intellectual property rights

Chapter VII Project Implementation

I. Project implementation concept

2. Website development schedule design and stage objectives

3. Marketing schedule design and stage objectives

4. Establishment of administrative departments, recruitment and training of employees

V. Cost estimation of project execution

Chapter VIII Investment Description

I. Description of funding needs

II. Fund use plan and staging

III. Classification of project investment and classification of fixed asset investment

IV. Composition of major liquidity

V. Investment form

Capital structure

VII. Equity structure

VIII. Equity cost

IX. Explanation of the extent to which investors are involved in company management

X. Report

XI. Miscellaneous payment

Chapter IX Investment Remuneration and Exit

I. Stock listing

2. Equity transfer

3. Equity repurchase

Dividend

Chapter 10 Risk Analysis and Avoidance

I. Policy risk

Resource risk

Technical risks

Market risk

V. Internal link disconnection risk

Cost control risk

Competitive risk

Financial risk

IX. Management risk

X. Bankruptcy risk

Chapter 11 Management

I. Organizational structure

2. Existing human resources or management team

Management system and coordination mechanism

Personnel plan

V. Salary and welfare scheme

6. Equity allocation and stock subscription plan

Chapter 12 Business Forecast

I. Website management

1. Visitor growth forecast 2. Member growth forecast 3. Industry alliance forecast

2. Sales volume, sales, gross profit margin, growth rate, return on investment, and calculation basis

Chapter XIII Financial Feasibility Analysis

I. Financial Analysis Note II. Financial Data Forecast 1. Income Schedule 2. Cost Expenses Schedule 3. Salary Level Schedule 4. Fixed Assets Schedule 5. Balance Sheet

6. Profit and Profit Distribution Schedule 7. Cash Flow Statement

Financial analysis indicators

Indicators reflecting financial profitability a. Investment recovery period b. Investment profit rate c. Investment profit and tax rate d. Uncertainty analysis

Part III Appendix

A. Affiliated files

1. List of main business teams and resumes 2. Description of terms

3. Corporate image design promotional materials

2. Schedule

1. Market Customer Analysis Table 2. Internet Growth Table 3. Main Equipment List 4. Internet Market Survey Table 5. Estimation Analysis Table 6. Various Financial Statements and Financial Estimates