Business plan writing knowledge

Summary

1. Basic information of the company

2, the main manager situation

3. Product/Service Description

4. Research and development

5. Industry and market

6, marketing strategy

7, product manufacturing

8, management

9, financing instructions

10. Financial forecast

11, risk control

Business plan book format and content requirements

First, the company's basic situation

Established.

Registered capital and changes.

The nature of the company, the scope of business; the proportion of shareholders and shares; current assets; the company's subsidiaries, joint ventures and affiliates; the company's industry; the company's development strategy and the company's development objectives, near-term and long-term goals.

Second, products and services

The company's main products; the uniqueness of the products; whether the products have been appraised by the government or relevant departments of the industry; what kind of rewards or honors the products have received; whether the products apply for intellectual property rights protection; the production of existing production equipment; the need to increase equipment and implementation Planning; whether the company is still preparing for the development of other products; detailed description and control of production costs.

Third, the company's management

The organizational structure of the company; the gender, age, place of origin, education, degree, graduate school, working years of the company's main managers, years of work in the industry, achievements, etc.; incentives adopted by the company for key management and technical personnel; Whether the company hires external management personnel; explains the company's intellectual property rights, exclusive rights, franchise rights, etc.; describes the company's trade secrets, technical secrets and other protection measures; whether the company has associated operations and family management issues.

Fourth, industry and market analysis

The history, current status and future development trend of the company's industry; the company's products are upstream, midstream or downstream products in the industry; the industry segment where the company's products are located, and the current market capacity in the world, this capacity increases at an annual rate of % Or reduce, the actual market sales reach the annual market capacity, which is increased or decreased by the annual rate of %; the company's current annual sales revenue accounts for the actual market share of the market.

V. Market competition and marketing strategy

The market where the company's products are located has competitors, what is their market share, and what is your company's market share; compared with competitor products, the company's products have those unique features, and these unique features are useful to customers. Whether the uniqueness of the company's products can be emulated by competitors, whether the company takes practical measures to protect its product characteristics; if the company's products are not technically, designally or otherwise unique compared to competitor products, the company adopts Those effective means to compete with the opponents, whether the result of the competition can increase the market share of your company's products, and it is expected that the share of your company can be increased after competition; the customers of the company's products are those, their distribution, how do they know your company? The company adopts those marketing methods; outlines the sales process and steps; marketing costs; prepares to expand those new markets; introduces market preparation for new products; and several existing large customers.

Research and development

The number of existing technology developers of the company; the company has those research and development equipment, how to solve the equipment without research and development; the technical level of the company's existing products; the technical level and management ability of the technical leaders; compared with other companies in the same industry, you The income level of the company's technical staff; the percentage of technicians lost each year is %; the company takes those measures to protect key technologies; the company's annual technology development investment accounts for % of sales revenue.

Seven, the production process

Production location; commissioned production or own production; whether it can guarantee the supply of raw materials, choose several suppliers; how the quality of production equipment is; whether the maximum production capacity of production equipment can meet the needs of market growth; whether transportation conditions are convenient; Peripheral production supporting conditions; adopted those production management systems, whether they are perfect, how to implement; testing equipment; yield, repair rate, scrap rate, etc.;

Eight, capital needs and financing options

Funding demand plan: the amount of funds needed to realize the company's development plan, the timeliness of capital demand; the use of funds:; financing plan: the description of the investors and shares held by the company; other sources of funds: such as bank loans Wait;

IX. Progress of project implementation

Project progress and corresponding fund allocation; schedule.

X. Financial plan

Current balance sheet; monthly sales revenue forecast for the first 12 months; sales forecast for 3-5 years; actual return forecast in the above data; forecast of sales expenses for the above months and years; forecast of financial expenses for the above months and years The above-mentioned monthly and year management fee forecast; other cost forecasts for the above months and years; monthly cash flow statement for the first 12 months; 3 year cash flow statement; 3-5 year balance sheet; calculation of investment payback period; Breakeven calculation; conclusion.

XI. Risk factors

Please elaborate on the risks that may be encountered during the implementation of the project, and propose effective risk control and prevention measures.

Technical risk; market risk; management risk; financial risk; policy risk; other unforeseen risks.

Twelve, the way investors exit

Equity repurchase

According to the analysis of the business and business plan, the company should explain to the investors the implementation of the equity repurchase plan.

Profit distribution

Investors can achieve the purpose of recovering their investment through the company's profit distribution. According to the analysis of this business plan, the company should explain to the investors the implementation of the equity profit dividend plan.

Stock listing

According to the analysis of the business plan, the possibility of listing the company is analyzed, and the preconditions for listing are explained.

Equity transfer

Investors can recover their investment through equity transfer. The company's explanation of the equity transfer of the investor.

Thirteen, other

Point out investment recommenders outside of the three companies

Phones and contacts for the most important components and raw material suppliers

Most major distributors and contacts

Lagging period of company receivables

Company payable period

What kind of quantity is kept in the company's product inventory?

Reserves of components and raw materials of the company

Value-added tax and income tax return

Profit distribution in previous years

Company's general manager's detailed resume and related supporting materials

XIV. Appendix

Media reports on companies and products.

Samples, pictures and descriptions of the company's products.

Note: As a stepping stone to financing, commercial planning books will play a big role in the financing process. The quality of commercial planning books will directly affect the success rate of financing. It is best to find someone to guide or find a professional when writing. The agency wrote it. If you are looking for investors in the world, it is best to write both Chinese and English versions.