商业计划书提纲

商业计划书提纲

篇一：商业计划书大纲及主要内容

商业计划书大纲及主要内容

商业计划书（business plan），它首先必须是真实情况的反映，一份好的商业计划书是对自己或企业未来计划的真实反映，而不是编出来表面上的美景去忽悠投资商。

基于这样的总体论调，商业计划书就应该是一本论证，证明“值得投资”这一论点。“商业计划书就是在讲?故事?，其目的是来说服投资者，我的计划是可行的，我的项目是值得投资的。所以商业计划书一定要用大量的论据来说明?值得投资?这个轮点”。“如何退出是投资者最关心的问题。”很多人只想到了如何拿到投资人的钱，而没有想到投资人应该怎么退出，以及创业者如何在企业运营过程中去保障投资者的利益。这一点想到了，商业计划书将的到更高的分。

商业保密问题也是在撰写商业计划书中需要考虑的问题，这涉及到自己的商业构想不被风投机构克隆到其他领域。然后尽量将商业计划书写的简单明了，这样可以更多的保护你的商业机密。当然计划书上的保密声明也是必要的。

很多创业者认为一旦商业计划书写好后，就不需要改变了，而不然，商业计划书三个月前的于三个月后的，肯定是

不一样的。因为市场与环境随时在变化，创业者的想法也在变，而创业者跟投资人谈完以后所知道的缺点与不足也在促使着计划书要修改，所以商业计划书也是一个动态的东西，处在变化当中，需要些新的元素，这样的商业计划书更能得到投资者的待续关注，让创业者的计划书“动”起来很重要。

最终的商业计划书并却不是最重要的，“树挪死，人挪活，商业计划书只是一份创业者思考的载体，只有团队才是计划书的灵魂，所以很多时候，投了计划书并不是说明融资的事情就差不多了，沟通与不断的谈判才是你融到资的最可靠保证。”

一份完整的计划书，需要明确的说清楚6个方面的问题，主要包括：企业的现状或简历、商业模式、市场规模与策略、竞争与壁垒、团队和融资财务计划。这6个方面的问题是计划书里必须有的内容。

商业计划书模板

商业计划书是为着一个既定目的（一般为融资），经深思熟虑，以数据、个案、事实为基础，预测在一定条件、资源的配合下，创造出可观回报的生意的一份蓝图。它本身虽然存在不少的不确定因素，但却通过蛮有说服力的语言及行动方案，让阅读者（当中大部分是投资者）能对其内容充分了解，并投入信心的一票。一份优秀的商业计划书能让人相

信只要按“计划”行事，便能成功。

商业计划书应能反映经营者对项目的认识及取得成功的把握，它应突出经营者的核心竞争力；最低限度反映经营者如何创造自己的竞争优势，如何在市场中脱颖而出，如何争取较大的市场份额，如何发展和扩张。种种“如何”是构成商业计划书的说服力。若只有远景目标、期望而忽略“如何”，则商业计划书便成为“宣传口号”而已。

[摘要内容参考]

1、公司基本情况（公司名称、成立时间、注册地区、注册资本，主要股东、股份比例，主营业务，过去三年的销售收入、毛利润、纯利润，公司地点、电话、传真、联系人。）

2、主要管理者情况（姓名、性别、年龄、籍贯，学历/学位、毕业院校，政治面貌，行业从业年限，主要经历和经营业绩。）

3、产品/服务描述 (产品/服务介绍，产品技术水平，产品的新颖性、先进性和独特性，产品的竞争优势。)

4、研究与开发 (已有的技术成果及技术水平，研发队伍技术水平、竞争力及对外合作情况，已经投入的研发经费及今后投入计划，对研发人员的激励机制。)

5、行业及市场 (行业历史与前景，市场规模及增长趋

势，行业竞争对手及本公司竞争优势，

未来3年市场销售预测。)

6、营销策略 (在价格、促销、建立销售网络等各方面拟采取的策略及其可操作性和有效性，对销售人员的激励机制。)

7、产品制造 (生产方式，生产设备，质量保证，成本控制。)

8、管理 (机构设置，员工持股，劳动合同，知识产权管理，人事计划。)

9、融资说明 (资金需求量、用途、使用计划，拟出让股份，投资者权利，退出方式。)

10、财务预测 (未来3年或5年的销售收入、利润、资产回报率等。)

11、风险控制 (项目实施可能出现的风险及拟采取的控制措施。

篇二：一份好的商业计划书提纲

一份好的商业计划书提纲一份好的商业计划书提纲第一章：摘要

第二章：公司介绍

一、宗旨（任务）

二、公司简介

三、公司战略

1．产品及服务A：

2．产品及服务B，等等：

3．客户合同的开发、培训及咨询等业务：

四、技术

1、专利技术：

2、相关技术的使用情况（技术间的关系）：

五、价值评估

六、公司管理

1．管理队伍状况

2．外部支持：

3．董事会：

七、组织、协作及对外关系：

八、知识产权策略

九、场地与设施

十、风险

第三章：市场分析

一、市场介绍

二、目标市场

三、顾客的购买准则

四、销售策略

五、市场渗透和销售量第四章，竞争性分析

一、竞争者

二、竞争策略或消除壁垒1．竞争者[A，B等]

第五章；产品与服务

一、产品品种规划

二、研究与开发

三、未来产品和服务规划

四、生产与储运

五、包装

六、实施阶段

七、服务与支持

第六章市场与销售

一、市场计划

二、销售策略

1、实时销售方法

2、产品定位

三、销售渠道与伙伴

四、销售周期：

五、定价策略

1、产品、服务：

2、产品/服务B

六、市场联络；

1、贸易展销会

2、广告宣传

3、新闻发布会

4、年度会议/学术讨论会

5、国际互联网促销

6、其它促销因素

7、贸易刊物、文章报导

8、直接邮寄

七、社会认证

第七章财务计划

一、财务汇总

二、财务年度报表

三、资金需求

四、预计收入报表

五、资产负债预计表：

六、现金流量表：

第八章附录

一、[你公司或项目]的背景与机构设置：

二、市场背景：

三、管理层人员简历

五、行业关系

六、竞争对手的文件资料：

七、公司现状

八、顾客名单

九、新闻剪报与发行物：

十、市场营销

十一、专门术语

篇三：商业计划书提纲写作(中英文)

Business Plan Outline - 23 Point Checklist For Success

Dave Lavinsky, Contributor

If you’re looking for funding for a new or existing business, you need a business plan. Your business plan gives lenders and investors the information they need to determine whether or not they should consider your company.

Your business plan outline is the first step in organizing your

thoughts. And, when you follow the outline below, you ensure your business plan is in the format that prompts investors and lenders to take action.

In the business plan outline below, you will see the ten (10) sections common to business plans, and the twenty-three (23) sub-sections you must complete.

Section I – Executive Summary

1 – Executive Summary

The Executive Summary is the most important part of your business plan. Because if it doesn’t interest readers, they’ll never even get to the rest of your plan.

Start your Executive Summary with a brief and concise explanation of what your company does. Next, explain why your company is

uniquely qualified to succeed. For example, does your management team have unique competencies? Do you have any patents? Are you the first mover in your market? Does a huge, unmet market opportunity exist? Etc.

Finally, include a synopsis of your financial

projections in your Executive Summary. Specifically, include your expected revenues, expenses and profits for each of the next five years, how much funding you are seeking, and the key uses of these funds.

Section II – Company Overview

2 – Company Overview

The Company Overview section provides a brief history of your company.

Here you will answer questions such as when and how your organization was formed, what type of legal entity you are, and accomplishments to date.

Importantly, your past accomplishments are perhaps the best indicator of potential future success, so be sure to identify and include all key milestones your company has achieved to date. Section III – Industry Analysis

Your Industry Analysis section has two sub-sections as follows: 3 – Market Overview The Market Overview section discusses the size and characteristics of your market. For example, if you are

a restaurant, you would include the size of the restaurant market, a brief discussion of sectors (e.g., fast food versus fine dining) and market trends.

4 – Relevant Market Size

The relevant market size is a much more specific calculation of your market size. It is the annual revenue your company could attain if it attained 100% market share. Your relevant market size is calculated by multiplying 1) the number of customers who might be interested in purchasing your products and/or services each year and 2) the amount these customers might be willing to spend, on an annual basis, on your products and/or services.

Section IV – Customer Analysis

Your Customer Analysis section has two sub-sections as follows: 5 – Target Customers Your Target Customers section precisely identifies your current and/or intended customers. Include as much demographic data on your target customers as possible, such as their gender, age, salary, geography, marital

status and education.

6 – Customer Needs

In this section of your business plan, specify why customers want or need your products and/or services. For example, do customers care most about speed, quality, location, reliability, comfort, price, value, etc.?

Section V – Competitive Analysis

Your Competitive Analysis section has three sub-sections as follows: 7 – Direct Competitors Direct competitors are companies that fill the same customer need you fill with the same solution. For example, if you operate an Italian restaurant, other Italian restaurants would be direct competitors. In this section of your business plan, outline who your direct competitors are, and their strengths and weaknesses.

8 – Indirect Competitors

Indirect competitors are companies that fill the same customer need you fill with a different solution.

For example, if you operate an Italian restaurant, a French restaurant would be an indirect competitor.

In this section of your business plan, outline who your indirect competitors are, and their strengths and weaknesses.

9 – Competitive Advantages

Importantly, identify your Competitive Advantages in this section. Specifically, state what is it about your company that will allow you to effectively compete (and win) against both direct and indirect competitors.

Section VI – Marketing Plan

Your Marketing Plan section has four sub-sections as follows: 10 – Products & Services

Here is where you give the details of the products and/or services your company offers.

11 – Pricing

Detail your pricing here. In particular, discuss how your pricing

relates to competition. For example, are you the

premium brand? The low cost brand?

Discuss your expected branding based on your chosen pricing model. 12 – Promotions Plan

Your promotions plan details the tactics you will use to attract new customers. For example, you might choose radio advertising, or

online pay-per-click ads, or press releases, and so on. In this section, detail each form of promotions you will use.

13 – Distribution Plan

Your Distribution Plan outlines the ways in which customers can buy f

rom you. In many cases, they can only buy directly from you,

perhaps at your physical location or web address. In other cases, you might have distributors or partners who sell your products or services. In such a case, detail this structure.

Section VII – Operations Plan

Your Operations Plan section has two sub-sections as follows: 14 – Key Operational Processes

Your Key Operational Processes are the daily functions your business must conduct. In this section, you will detail these functions. For example, will you maintain a Customer Service department? If so, what specific role will it fill?

By completing this section, you’ll get great clarity on the organization you hope to build.

15 – Milestones

In this section of your business plan, list the key milestones you hope to achieve in the future and the target dates for achieving them.

Here is where you set goals for specific and critical undertakings, such as when a new product will be created and launched, by when you plan to execute new partnerships, etc.

Section VIII – Management Team

Your Management Team section has three sub-sections as follows: 16 – Management Team Members

This section details the current members of your management team and their backgrounds.

17 – Management Team Gaps

Particularly if you’re a startup venture, you will have holes in your team; roles that you’d like to fill later. Identify such roles here, and the qualifications of the people you will seek later to fill them. 18 –Board Members

If you maintain a Board of Advisors or Board of Directors, detail your Board members and their bios in this section.

Section IX – Financial Plan

Your Financial Plan section has four sub-sections as follows: 19 – Revenue Model

As simple as it seems, this section of your business plan gives clarity on how you generate revenues. Do you sell products? Do you sell advertising space? Do you sell by-products, like data? Do you sell all of the above?

20 - Financial Highlights

Your full financial model (income statement, balance sheet and cash flow statement) belong in your Appendix, but in this section you’ll include the highlights. For instance, include your revenues, key expenses, and projected net income for the next five years. 21 – Funding Requirements/Use of Funds If you are seeking funding for your company, detail the amount here, and importantly for what you will use the funds.