商业计划书英文范本
商业计划书英文的例文

商业计划书英文的例文商业计划书是一份全方位的项目计划,其主要意图是递交给投资商,以便于他们能对企业或项目做出评判,从而使企业获得融资。
现在的经济时代是经济全球化,国内外合作十分频繁,国内很多企业都获得了国外投资机构投资。
争取国外机构进行投资,撰写一份英文的商业计划书自然十分必要,为您推荐的商业计划书英文的例文,供您参考!英文商业计划书【1】Inapplyingforastudentvisaandintheprocess,oftenwillbeaskedto writeastudyplan(studyplan),manyforeignfriendsoftennotclearstudyplanandpersonalstatemen t(personalstatement)differenceandstyleofwriting,theauthorha slongbeenengagedinstudentwriting,duetothebinationoftheirown experience,introducethelearningprogramthewritingofthebook.Generallythestudyplancanbesubmittedtofallintotwocategories, bothtotheembassyforvisa,orapplyforadmissiontotheschoolisbyt he.Toapplyforschoolprogramsfromtheessenceandthepersonalstatementisthesametypeofinstruments,abouttheschoolapplicationcateg orylearningplancanrefertoapersonalstatementofthearticle,thi sarticlemainlyintroducesthesubmissionoftheembassyvisawithas tudyplan.EuropeandtheUnitedStates,especiallyimmigrantsfromcountries, suchasAustralia,NewZealand,Canadaandothercountriesforintern ationalstudentvisatimeareoftenaskedtoprovidelearningplan,le arningthroughplantoconvincethevisaofficertoknowyourbackgrou nd,choosetostudyprofessionalmotivationalconditions,selecttheco untryforforeignstudents,andaclearfuturestudyscle,occupation purposeandreason,auditsofyourothermaterialstodecidewhethert osendyouthevisastudyingabroad,solearningplanisakeydocument.Ingeneral,thelearningplanneedstoincludethefollowingcontents :1si-mp-ledescriptionsoftheirlearningexperience,professional backgroundandworkingexperience;2descriptionsoftheirfurtherstudymotivesandwhytochoosethecou ntry,theUniversityandtheprofessional;3detailedstudyscle;4introductionofforeignfundsrequiredandsources;5forfutureoccupationgoalelaboration,returnedtoreason.Studyplanonthestyleandstructureofthearticleandthepersonalst atementisverydifferent,donotneedtoomuchpersonalandemotional description,butshouldbeclearandsi-mp-lestructure,tightlogic ,thefactsclearlyrelatedargumentswerestrong,credible,returnin greasontobeveryfull,andabsolutelynotandtheapplicant'sotherm aterialcontradiction.Onthestudyplanindocumentwriting,canandothersitestogethelp.Asaresultoftheembassystaffeverydaytodealwithalargenumberofd ocuments,solearningplanmustnotwritetoolong,generallyshouldn otexceed800words,andapreferablyonlyoneparagraph,paragraphbeforeaddingtitles, suchasMyChoiceofUniversityofTorontoinCanada,Mycareerobjecti ve,inordertotheembassystafftoyouacontentofthecentralideaofs tickoutamile.Yourpa-pe-rshouldbeverylegible,cannotlettheembassystafffrom yourtext"mining"you"potential"content.Studyplanistheemphasisoffutureoccupationplanandreturnedtore ason,throughthispartoftheembassytotellyoutogotothecountryaf terthestudents,areabletoyouroccupationdevelopmentgoodhelp,a ndthereisacredibleargumentforreturned.Althoughtherequirementstudyplancountryoftenisacountryofimmi grants,butasaresultofyourvisaapplicationforstudy,sothestudy planmusteliminateanyofyourimmigrationtendency.Reasonsforreturningtobewithyourpersonalbackgroundandfamilyc ircumstancesgiveareasonableexplanation,hasmanyyearsofexperi enceasabusinemanagertoobtainNewZealandmaster'sofBusineAdmin istrationprogramadmission,thenclarifieshisoccupationgoalistoreturntoChinatobeeaMulti-NationalCorporationofhighlevelmanagers,andheinChinaformanyy earsofaccumulatedcustomerresourcesandsocialringisaveryvalua bleasset,thisisverytoughandreasonableareason.Ofparticularnoteis,studyplanconcerningthereasonsforreturnin gtotheplaceoffacts,notarbitrarilyinvent,atwork,inthispa-pe-rtheauthorsencounteredbycustomersdueto。
商业计划书(中英文)

商业计划书business plan中国西部美国城china western american town四川省环福投资有限公司sichuan circle focus investment co. ltd2006.08目录contents一、背景介绍background information二、市场需求及政策支持market demand and governmental supports三、地理位置和区位优势geographic position and location advantages四、开发计划development plan五、投资概算、收益预测investment and profit六、项目业主和项目运营公司一、背景介绍i.background information“中国西部美国城”落户于成都双流现代商贸集中发展区,位于成都双流东升镇,总占地面积1139亩(约187.94英亩),是四川省最大的综合商业地产开发项目之一。
其主要建设项目是“美国产品展示和交易中心”以及星级酒店、高尚住宅区、商业中心、学校、医院等,总投资约25亿人民币(约3亿5千万美圆),分数期投入完成建设。
中国西部美国城的建设宗旨是:建立一套没有中间商的直接行销通路,让美国产品能够大量进入中国市场,增加美国出口额,增加美国公民就业机会,减少中美贸易逆差。
在中国境内设立的美展中心,其作用在维护中国消费者的权益,让中国消费者可以使用物美价廉的美国产品之外,并可享有美国式的产品售后服务。
the objective of cwat is to build a direct marketing platform without middlemen,which will help a large number of american products enter intochinese market,increase american export volume,increase employment opportunity for american citizens and narrow sino-us trade deficit .the apeec set up in china is to protect the rights and interests of chinese consumers,allow chinese consumers to purchase quality american products at a reasonable price. besides, chinese consumers can enjoy american high-quality after-sales services.中国西部美国城将引进美国政府的州办事处及州展馆,促使中美双方人民在商贸、投资、观光、教育、文化及公共关系方面的深度交流。
【优质】英文商业计划书-范文模板 (7页)

本文部分内容来自网络整理所得,本司不为其真实性负责,如有异议或侵权请及时联系,本司将立即予以删除!== 本文为word格式,下载后可方便编辑修改文字! ==英文商业计划书导语:现在的经济时代是经济全球化,国内外合作十分频繁,国内很多企业都获得了国外投资机构投资。
争取国外机构进行投资,撰写一份英文的商业计划书自然十分必要,小编为您推荐英文商业计划书,供您参考!英文商业计划书范文一table of contentsexecutive summary..........................management..................................history...........................description.............objectives..................................competitors................................competitive advantages...................innovation..................................pricing..................................specific markets..................................growth strategy....................................market size and share..........................targeting new markets.......................location..................................manufacturing plan................................research & development......................historical financial data........................proforma financial data.........................proforma balance sheet.........................cost control..................................effects of loan or investment...............attachments..................................executive summarywas formed as a in in , by in response to the following market conditions:opportunities exist in .the need for use of efficient distribution and financial methods in these overlooked markets.have several customers who are willing to place large within the next three months.several other prospective have expressed serious interest in doing business within six months.previously owned a company that was active in the widget markets. over the past few years i spent much time studying ways to improve overall performance and increase profits. this plan is a result of that study.the basic components of this plan are:1. competitive pricing2. expand the markets3. increased advertising4. lower our unit costs,5. thereby achieving higher profits.1. sign contracts2. increased advertising3. increase office staffobjectiveslong termbelieves very strongly in technical, financial, business and moral excellence. to secure a stable future for all those connected with we have set the following long term goals:present market is estimated at $xxx. our goal for market share is xx%.we want to be considered by our peers to be the market leader in sales as evidenced by:trade industry awardshigh end of scale in financial ratiosmajor market sharetechnical excellence (awards, honors, etc.)community involvement (rotary, united way, etc.)short termmarket share goals -1. first year xx%2. second year xx%3. third year xx%4. fourth year xx%costs through acquisition of new plant and equipment. increase productivity by investing in employee training and education.1. budget for complete computer training for appropriate applications.2. set up, maintain] employee benefit program for continuing college education.3. budget for necessary seminars and/or continuing job-specific education.4. maintain state-of-the-art accounting system for careful tracking.5. monthly reports on financial status vis-a-vis the industry.6. aggressive recruitment of the best technical staff in the industry.7. support company involvement in various local and national charity events.英文商业计划书范文二In applying for a student visa and in the process, often will be asked to write a study plan ( study plan ), many foreign friends often not clear study plan and personal statement ( personal statement ) difference and style of writing, the author has long been engaged in student writing, due to the combination of their own experience, introduce the learning program the writing of the book.Generally the study plan can be submitted to fall into two categories, both to the embassy for visa, or apply for admission to the school is by the. To apply for school programs from the essence and the personal statement is the same type of instruments, about the school application category learning plan can refer to a personal statement of the article, this article mainly introduces the submission of the embassy visa with a study plan.Europe and the United States, especially immigrants from countries, such as Australia, New Zealand, Canada and other countries for international student visa time are often asked to provide learning plan, learning through plan to convince the visa officer to know your background, choose to study professional motivational conditions, select the country for foreign students, and a clear future study schedule, occupation purpose and reason, audits of your other materials to decide whether to send you the visa studying abroad, so learning plan is a key document.In general, the learning plan needs to include the following contents:1si-mp-le descriptions of their learning experience, professional background and working experience;2 descriptions of their further study motives and why to choose the country, the University and the professional;3 detailed study schedule;4 introduction of foreign funds required and sources;5for future occupation goal elaboration, returned to reason.Study plan on the style and structure of the article and the personal statement is very different, do not need too much personal and emotional description, but should be clear and si-mp-le structure, tight logic, the facts clearly related arguments were strong, credible, returning reason to be very full, and absolutely not and the applicant's other material contradiction. On the study plan in document writing, can and other sites to get help.As a result of the embassy staff every day to deal with a large number of documents, so learning plan must not write too long, generally should not exceed 800 words, and a preferably only one paragraph, paragraph before adding titles, such as My Choice of University of Toronto in Canada, My career objective, in order to the embassy staff to you a content of the central idea of stick out a mile. Your pa-pe-r should be very legible, cannot let the embassy staff from your text" mining" you" potential" content.Study plan is the emphasis of future occupation plan and returned to reason, through this part of the embassy to tell you to go to the country after the students, are able to your occupation development good help, and there is a credible argument for returned. Although the requirement study plan country often is a country of immigrants, but as a result of your visa application for study, so the study plan must eliminate any of your immigration tendency. Reasons for returning to be with your personal background and family circumstances give a reasonable explanation, has many years of experience as abusinemanager to obtain New Zealand master's of BusineAdministration program admission, then clarifies his occupation goal is to return to China to become a Multi-National Corporation of high level managers, and he in China for many years of accumulated customer resources and social ring is a very valuable asset, this is very tough and reasonable a reason.以下文字仅用于测试排版效果, 请使用时删除!当撩开窗的刹那,当推开门楣的倥偬,当抬头仰望天空时刻,秋阳光芒,总是令你防不胜防,把它光和热,幻化成清晰影子,将你打得,招架难熬,只有默默承受,从早到晚,变为它之囚徒,渴望于之脱逃。
商业计划书模板范文英文

商业计划书模板范文英文BUSINESS PLAN TEMPLATE.1. Executive Summary.This section provides a brief overview of the business, highlighting its unique value proposition, target market, and expected financial performance. It serves as a snapshot of the entire plan, giving readers a quick understanding of what the business is and where it's headed.2. Company Description.In this section, describe the business in detail. Include information about the industry, the specific products or services offered, and any unique features or advantages that set the business apart from its competitors.3. Market Analysis.Provide a comprehensive analysis of the target market, including its size, growth potential, and customer demographics. Identify the key trends and developments that are shaping the market, and explain how the business plans to capitalize on these opportunities.4. Organization and Management.Describe the ownership structure of the business, including any key individuals or teams responsible for its operation. Highlight the relevant skills and experience of the management team, and explain how their expertise will contribute to the success of the business.5. Marketing Strategy.Outline the marketing plan, including the positioning of the brand, the target audience, and the proposed promotional activities. Identify the key marketing channels that will be used to reach customers and generate awareness and interest in the business's products or services.6. Operations Plan.Describe the processes and systems that will be used to deliver the business's products or services. Include information about the supply chain, production processes, and any necessary equipment or technology. Also, explain how the business plans to ensure the quality andconsistency of its offerings.7. Financial Plan.Provide detailed financial projections for the business, including income statements, balance sheets, and cash flow statements. Identify the key financial metrics that will be used to measure the business's performance, and explain how it plans to achieve profitability and growth.8. Funding Request.If applicable, outline the business's funding requirements and how the funds will be used to support its growth and development. Identify the potential sources offunding, such as investors, loans, or grants, and explain why each source is suitable for the business's needs.9. Appendices.Include any additional documents or materials that support the information presented in the plan, such as market research reports, financial projections in detail, or bios of key team members.10. Conclusion.Summarize the key points of the business plan and emphasize the potential for growth and success. Reiterate the business's value proposition and its commitment to meeting the needs of its target market.This template provides a comprehensive framework for developing a business plan that covers all the essential elements of a successful business. It serves as a roadmap for entrepreneurs and investors to understand thebusiness's strategy, market potential, and financial viability.。
商业计划书英文写

商业计划书英文写Business PlanExecutive SummaryOur business plan aims to establish a successful and profitable company called [Company Name]. We will be operating in the [industry] industry, offering a range of products/services to meet the needs and demands of our target market. This business plan outlines our strategies and financial projections to ensure the achievement of our objectives.Mission StatementAt [Company Name], our mission is to provide exceptionalproducts/services that surpass our customers' expectations. We are committed to delivering value and building long-lasting relationships with our clients.Company Description[Company Name] will be a [legal structure], headquartered in [location]. Our core products/services will include [list core products/services]. We will differentiate ourselves from competitors through [unique selling proposition].Market AnalysisThe [industry] industry is growing rapidly, with a projected market size of [market size] by [year]. Our target market consists of [target market demographics], who value [core benefit]. This market segment is estimated to be [segment size]. Our competitors include [competitor 1, competitor 2, etc.], but we believe we can gain a significant market share through our competitive advantages.Marketing and Sales StrategyTo reach our target market, we will employ various marketing channels, including [advertising channels]. Our pricing strategy will be competitive, while offering additional value through [value-added benefits]. We will also build partnerships with [key partners] to expand our reach and enhance customer acquisition. Our sales team will be trained to effectively communicate the benefits of our products/services and establish long-term client relationships.Operations and ManagementOur company will be managed by a team of experienced professionals who possess deep knowledge and expertise in the [industry] industry. We will emphasize efficiency and quality in our operations, ensuring timely delivery and exceptional customer service. Additionally, we willimplement effective inventory management systems to meet customer demand while minimizing costs.Financial ProjectionsBased on our market analysis, we forecast revenue of [projected revenue] in the first year, with a projected growth rate of [growth rate]. Our estimated costs include [list costs]. We anticipate profitability within [time frame]. A detailed financial plan can be found in the attached financial statement.ConclusionIn conclusion, [Company Name] has a solid business plan in place to establish a successful and profitable business in the [industry] industry. By focusing on delivering exceptional products/services, building strong customer relationships, and implementing effective marketing and operational strategies, we aim to achieve sustainable growth and become a key player in the market.。
商业计划书模板(英文版)

BUSINESS PLAN TEMPLATEBUSINESS PLAN[My Company]123 Main StreetAnytown, USA 10000123-4567[Your Name][DATE]TABLE OF CONTENTSExecutive Summary (1)Management (1)[Company] History (4)[Product/Service] Description (6)Objectives (7)Competitors (8)Competitive Advantages (9)Innovation (10)Pricing (11)Specific Markets (11)Growth Strategy (12)Market Size and Share (13)Targeting New Markets (13)Location (13)Manufacturing Plan (14)Research & Development (15)Historical Financial Data (16)Proforma Financial Data (16)Proforma Balance Sheet (18)Cost Control (18)Effects of Loan or Investment (19)Attachments (20)Executive Summary[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions:[Startup, growth] opportunities exist in [Product/Service].The need for use of efficient distribution and financial methods in these overlooked markets.[I/We] have several customers who are willing to place large [orders,contracts] within the next three months.Several other prospective [customers/clients] have expressed serious interest in doing business within six months.[I/We] previously owned a company that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study.The basic components of this plan are:<Product>1. Competitive pricing2. Expand the markets3. Increased advertising4. Lower our unit costs,5. Thereby achieving higher profits.<Service>1. Sign contracts2. Increased advertising3. Increase office staffTo this end, [I/we] need investment from private individuals and/or companies. A total of $XXX is being raised which will be used to finance working capital, plant and equipment. The company will be incorporated and common stock issued to investors. The company will be run as a [proprietorship, partnership, corporation].Financial GoalsYear 1 Year 2 Year 3Sales $1,000,000 $1,400,000 $1,600,000Net Income $25,000 $250,000 $375,000Earnings per.01 .12 .14shareManagement[Name][Title][Experience]Sales growth from zero to $1,000,000 in five years.Led market in market share - 30%.Formulated advertising budgets & campaigns.Pioneered new distribution channels.Established national sales force.Established national repair & service centers.Brought new and innovative products to the market.Designed point-of-purchase materials.[Education}University of BostonBoston, MAB.A. - Computer SciencesShort BiographiesPresidentJohn Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990. Mr. Doe was the founder and Chief Executive Officer of the original operating company known as Random Excess, Inc. He has had experience in the widget field with his own firm, John Doe Co., of Oshkosh (Wisconsin), from 1980 to 1987. This firm was sold to FatCat Widgets, Inc. in 1987. Mr. Doe has held a sales position with U S West Inc. since then. Mr. Doe graduated from the University of Colorado in 1981 with a bachelor’s degree in philos ophy. Mr. Doe is employed by the Company on a full-time basis.Chief Financial OfficerRichard Roe, CPA, Chief Financial Officer, Treasurer and Director. Mr. Roe joined Random Excess, Inc. in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989. Mr. Roe was appointed Treasurer and a Director in July 1990. He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988. Mr. Roe graduated from Metropolitan State College in Denver, Color ado in 1976 with a bachelor’s degree in accounting. Since 1979 he has been licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants. Mr. Roe is employed by the Company on afull-time basis.Vice PresidentJoe Dokes, Secretary, Executive Vice President and Director. Mr. Dokes supervises the company’s salesand implementations to its largest corporate customers, including US West, Great West Life Insurance, etc. Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Operations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990. He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50. Mr. Dokes attended OklahomaStateUniversity in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982. He did not receive a degree from either university. Mr. Dokes is employed by the Company on a full-time basis.Vice PresidentSally Seaugh Vice President of Marketing. Ms. Seaugh has been the Company’s Vice President of Marketing since November 1988. From September 1986 to October 1988 she was involved in business development and marketing for United Bank of Aurora (Colorado). From February 1980 to August 1986 she was self-employed as an independent oil and gas landman. Ms. Seaugh graduated from the University of Denver in 1974 with a bachelor’s degree in Education. She is employed by the Company on a full-time basis.ResponsibilitiesJohn Q. Doe, Chief Executive Officer - Responsible for entire operation. Oversees management function and all other executives.Salary - $60,000.Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations. Salary - $40,000Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.Salary - $35,000Sally Seaugh Vice President of Marketing. Responsible for marketing, human resources and training. Salary - $30,000.Total Executive Compensation$165,000.[This Page is for an Organization Chart, if applicable.][Company] HistoryIn [Month, Year] [I/we] formed a [Product/Service] company that manufactured start-of-the-art complex widgetry. This company was located in [City, State]. [I/we] formed this company as a [proprietorship, partnership, corporation]. Others involved in this business were: [names].The main goal of this company was to [explain].Financing was arranged through [home equity loans, savings, venture capital, friends and family, etc.] [Explain terms, rates and ability to repay.]This venture was very successful in generating and increasing sales, but was not effective in achieving profitability. The main reason for this was the amount of actual overhead experienced. This overhead was not initially anticipated by me at the beginning of that venture. Items including credit checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability.or:This venture was very successful in generating and increasing sales, as well as effective in achieving profitability. This was due to the following reasons:[Reason 1}[Reason 2][Reason 3]OR:[My Company] was recently conceived and is still in the beginning stages. To this point the following has been accomplished:▪ A team consisting of [list names and primary responsibility. (i.e John Doe - Marketing) has been formed.▪ A prospective [customer/client] list has been drawn up.▪Strategy meetings are being held every Monday, Wednesday and Friday evenings.▪This business plan has been drawn up.[Now link the past to the future - why a former company will lead into this one or how your present company and history will lead into any future plans. A short paragraph should suffice.]We are now able to adequately address the markets we have targeted. We have adjusted our staff, redirected our advertising and sales force, and have added the products necessary to meet the needs and expectations of our customers.[Product/Service] Description[My Company] intends to offer [product/service]. This [product/service] offers our customers the best possible solution as it:<Product>▪Offers the lowest price on the market▪Is the most technically advanced▪Offers more useful features▪Saves them time and money▪Offers our users better value per dollar spent▪Provides an alternative way to achieve a similar task.<Service>▪Provides a service which is not presently available in this area.▪Is strengthened by a team with combined experience of XX years.▪Saves them time and money▪Provides an alternative, cost effective way for them to realize a similar goal.We have a [copyright, service mark, trademark] or [exclusive agency, marketing rights] for this [product/service]. This agency will last until XXX at which time it may be extended for XX years or terminated. This agency agreement is cancelable upon XX days written notice.<Product>The [product/service] has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation:1. Overnight delivery2. Cold storage3. Incorporate preservatives4. Shipment within two weeks to distributors.5. Specially padded boxcars.Even though the technology used to create this product is new, we expect that others will be able to substantially reproduce our patented results within XX years. To remain on the leading edge of thisproduct, we will need to devote approximately XX% of revenues toward research and development. Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense. Our manufacturing plan has considered this.<Service>[If general service to be offered is not obvious, such as carpet cleaning, sales rep, lawn care, consulting, etc. explain what service is. Then give a detailed description of your particular service and its uniqueness.]Short Examples:1. Our carpet cleaning machinery is state-of-the-art.2. Our consulting practice will address these specialized areas: [list]3. We will only rep these specific product lines. [list]Even though at this time our expertise is unique in the marketplace, we expect advances to be made and competitors to arise and offer similar services. We will meet this challenge by:1. Hiring staff specialized in these new areas.2. Increase our continuing education and training expense.3. Adding complementary lines.4. Make regular investments in new equipment.ObjectivesLong Term[My Company] believes very strongly in technical, financial, business and moral excellence. To secure a stable future for all those connected with [My Company] we have set the following long term goals:Present market is estimated at $XXX. Our goal for market share is XX%.We want to be considered by our peers to be the market leader in sales as evidenced by:Trade industry awardsHigh end of scale in financial ratiosMajor market shareTechnical excellence (awards, honors, etc.)Community involvement (Rotary, United Way, etc.)Short TermMarket share goals -1. First Year XX%2. Second Year XX%3. Third Year XX%4. Fourth Year XX%[Decrease, Maintain] costs through acquisition of new plant and equipment. Increase productivity by investing in employee training and education.1. Budget for complete computer training for appropriate applications.2. Set up, Maintain] employee benefit program for continuing college education.3. Budget for necessary seminars and/or continuing job-specific education.4. Maintain state-of-the-art accounting system for careful tracking.5. Monthly reports on financial status vis-a-vis the industry.6. Aggressive recruitment of the best technical staff in the industry.7. Support company involvement in various local and national charity events.CompetitorsNameAddressCity, StateStrengths:▪Location - next door to supplier factory, on major artery, close to terminal, etc.▪Pricing - Low cost producer, known for aggressive pricing policy.▪Delivery - ships overnight to anywhere in the world.▪Management - Everyone has an MBA from Harvard.Weaknesses▪Service - takes more than 3 months to receive spare parts.▪Dedication - If it’s sunny, they’re on the golf course or ski slope.▪Machinery - Slowly approaching obsolescence unless replaced within six months.▪Overhead - Spend lavishly on corporate dining room, limousines and champagne.Competitive Advantages<Product>The distinctive competitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XXX years of hands-on experience in this industry. Sophistication in finance and distribution. This results in my being the low cost supplier in these price sensitive markets.The philosophy of [My Company] is to price not just according to our costs, but also according to what the market will pay.Our targeted minimum gross profit margin for a category must be XX%.By pricing to the market, [I/we] will achieve higher sales and therefore increase my buying power. As the amounts of my purchases increase, my per unit costs of shipping decrease and [I/we] will achieve higher discount levels from my suppliers. Through these economies of scale, many items currently on the market can be sold with lower prices, yet a higher net profit.Product pricing will include a range of quantity discounts as well as an early payment discount. Rather than being strictly regional, [I/we] will expand into the national market.To control foreign exchange risks, [I/we] will monitor the markets and hedge accordingly. [I/we] will also use overseas bank accounts.With those companies with which [I/we] have established a relationship or are known to be financially secure, [I/we] will work on a pre-pay basis. This allows me greater discounts.A level and policy of Capitalization that will allow me to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.A quarterly direct mail campaign directed at both current customers and prospective new customers consisting of an informative newsletter.A toll-free national 800 number will be used for customer orders and inquiries.[I/we] will print complete four-color catalogs on a yearly basis. Price lists will be updated as needed. [I/we] intend to be aggressive in trade magazine advertising.Consideration will also be given to attending trade shows around the country.With this level of capitalization, should an unexpected downturn occur, [I/we] will be able to continue operations on a positive scale.Innovation. [I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]<Service>The distinctive competitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XX years of hands on experience in this industry. Sophistication in management and finance. We are able to run an efficient and lean structure, yet still provide quality service to our clients and customers.Because of the nature of this industry, we will be able to rent office space in more moderately priced buildings.As a unique service company, we will be able to keep our margins high, allowing us to provide internal financing for growth possibilities.A level and policy of Capitalization that will allow [me/us] to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.Our initial marketing campaign will allow us to book a sufficient amount of business so that we can implement our telephone customer service support program.Innovation[I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]SummaryThrough [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby increasing the amount of profit to be retained in the business. Because of our pricing policy, more people will purchase our merchandise thus increasing the size of the market and we will be increasing our market share. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:▪increase service▪increase advertising▪reduce prices▪increase profits▪increase selection<Service>Through [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby ncreasing the amount of profit to be retained in the business. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:▪increase customer service▪increase advertising expenditures▪increase profits▪increase selection of services offeredThis plan will give us tremendous flexibility to use any of these options or a mix of them to effectively attack our target markets and meet our long term goals. This combination of experience, sophistication, capitalization and innovation will assist [My Company] as it strives to reach its sales, profit and return objectives.Pricing<Product>Before [I/we] set the price for my complex widgets, [I/we] determined on a unit basis what my costs were going to be. [I/we] then determined what the market price was for the normal widget. At this price it was determined that for all but the lowest sales projections, this product would turn a profit at this price. However, since our complex widgets offer additional features, we felt that we could price it approximately 50% above simple widgets.To test this price, we called a database of 50 large users of simple widgets. We first questioned them about the desirability of our extra features and then asked them directly if this price would be acceptable if such a product were available. We found that 75% of those polled would be interested in this product. Of this 75%, we received 10 firm orders representing approximately 30% of this group.OR:We have determined that the market price is $ XX per unit. This will equal a margin of XX%.OR:Our unit cost has been figured at $XX. We need a margin of XX% to pay our overhead and earn a sufficient profit. Therefore, our selling price will be $XX.<Service>Before [I/we] set the price for our [service], [I/we] forecast what our fixed monthly costs were going to be. [I/we] then determined what the market rate for comparable services were. At this rate it was determined that for all but the lowest billing projections, this [Service] would turn a profit at this rate.[Optional, if applicable]However, since our service is unique and demands a higher level of expertise, we felt that we should bill above other comparable rates.Specific MarketsMarket #1General History<Product>The first widget was introduced into the market in 1036. Widgets remained much as the original production until well into the 20th century when computer modeling showed that there could be some enhancements made to the basic widget. The market for widgets has been generally steady with market growth closely following the typical population growth. At this time there are approximately 1,500 companies worldwide making comparable simple widgets.<Service>Lawn care companies have enjoyed a period of steady growth over the past twenty years. This demand is due to many factors, not the least of which is the advance of lawn care technology. In our proposed marketing area, there are 25 lawn care services.Entry Strategy<Product>Our widget has been designed by the latest in computer aided design. We are able to manufacture our complex widgets on computer driven assembly lines using the latest in robotics manufacturing. This gives us a tremendous price advantage.We intend to market our complex widget through all the normal channels available to simple widgets. These include retail, wholesale, and OEM. To penetrate this market efficiently and swiftly, we intend to initially use commission sales representatives strategically located throughout the USA. We also will start a national advertising campaign targeting the end user in various national publications and on national TV commercials.Our sales representatives will be chosen based on their own experience in the marketplace. It is our intention to hire the best and the brightest among those currently available. Our marketing tests included many of the reps we initially would like to hire.<Service>Over the past few years, we have noticed an increase in demand for full lawn care services - not just grass cutting and snow removal. Our computerized office allows us to track our clients needs and schedule house calls on one hours notice.We intend to attack this market very aggressively through the use of:1. A pool of 10 telemarketers.2. House-to-house visits to neighbors of present clients.3. Advertisements in upscale magazines.4. Radio advertisements on weekends.5. Sales calls on real estate management companies.As we are offering a unique service, informing the public of our capabilities is of utmost importance.Growth Strategy<Product>After having successfully introduced the complex widget into the American market, our expansion will be in two separate areas: increasing sales in the USA and entering various foreign markets.After we have reached our first year sales goals, we intend to offer our sales reps the opportunity to sell our products exclusively by joining our company. We expect that a small percentage will desire to remain independent and these will have to be replaced with our own sales force. We intend to develop further sales reps from within by hiring and training them in our own sales methods. We will increase national advertising and begin targeting smaller accounts and specialty outlets. Additionally, we will conduct in house seminars for various OEM’s demonstrating how the inclusion of complex widgetry into their own products will increase the value of their products.<Service>After having successfully completed this entry phase into this market in the geographical are we have chosen, we will then expand our market by doing the following:1. Expand telemarketing pool to 20.2. Increase number of direct sales reps.3. Expand into neighboring cities.Market Size and ShareThe American market for [product/service] is estimated at $8 Billion annual sales based on data furnished by XYZ Survey. We estimate that we can achieve XX% market share within XX years. Marketing data for other markets is in the process of collection.Other MarketsUse the same format for additional markets.Targeting New MarketsTo continue our growth, we will be using the following methods to expand our markets and to increase our new areas of doing business:▪Customer contact - find out their needs▪Look for complementary products▪Trade shows▪WorldTradeCenter “Network”▪U.S. Government trade leads▪State Government trade leads▪On-line computer prospecting and qualification (DIALOG, D&B, etc.)▪Market surveys▪Research & developmentLocationRETAIL EXAMPLE:This business will be operated at 123 Any Street. This location is desirable because:1. The traffic flow has been rated at high.2. The rent is below market3. The building has the necessary facilities to operate this business.4. The location is convenient for our customers.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, commercial use.OTHER SAMPLE:This business will be operated at 123 Any Street. This location is desirable because:1. The building is structurally compatible for our use.2. The rent is below market3. The building has the necessary facilities to operate this business.4. The location is convenient for our freight companies, suppliers, clients and employees.5. Possibility of expansion in the area.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, commercial use.Manufacturing PlanSAMPLE:We will be using a conventional assembly line method of construction of our complex widgets. Our main supplier of component parts will be DEF Manufacturing of Fort Lee, NJ. In the event that they are not able to ship according to our specifications our secondary supplier will be MNO Amalgamated located in Charlotte, NC. These parts will be shipped to us by motor freight.The actual machinery used in the production line will be manufactured by A&M Machine Tools of Arlington, Texas. They also will be doing maintenance under a service contract. This design of machine and assembly will allows us to produce 24 hours a day as the entire assembly process is fully automated with state-of- the-art robotics of American manufacture.With robotics our labor costs and therefore our production costs will be the lowest in the industry. To maintain our advantage we have established lines of communication with all of our potential machinery suppliers. Most importantly we have an ongoing relationship with several universities and are actively participating in various studies and experiments relating to production methods.These machines also incorporate quality checking by lasers. All products must come within XX% of specifications. Also, at regular intervals we will be using human inspection of products and machines. We do not anticipate generating any toxic materials at this time for these products. However, we will be closely monitoring all production to determine if any hazardous materials are being generated. We have contracted with an environmental engineering company to advise us on any possible problems as well as solutions including legal disposal of all hazardous wastes.We anticipate the following outlays for this capital equipment:A&M Machines $XXXService Contract $XXXResearch & DevelopmentSAMPLE:We have already spent a considerable amount of time in researching and developing our complex widgets. We have a very simple laboratory equipped with the basic research equipment we need. We have thus far been able to discover lighter materials and several cost cutting manufacturing methods. The largest achievement to date is the discovery of a water based lubricant that does not disintegrate in rainstorms. We have called th is lubricant “H2Ocus-Pocus”.Presently our research is being supervised by our Technical Director, John Q. Public. He will continue in this capacity. Having been the researcher involved with all our activities to this point, he is well qualified to continue our research efforts.Our next research project will center around using this new lubricant in our manufacturing processes and testing of a new material that has come to our attention.To this point, our research has paid for itself as we have been keying on bringing this new product to market. However, now that we are becoming more experimental in our research efforts such a continued success ratio can not be maintained.We have been investigating several potential government (both state and federal) funding sources. Our present program of joint research with the local university has b=proven very beneficial.。
商业计划书英文模版

ConfidentialConfidentialityThis business plan is the property of the Company and is considered to be strictly confidential. It contains information intended only for the person to whom it is transmitted. With receipt of this plan, recipient acknowledges and agrees that: i) in the event recipient does not wish to pursue this matter, this document will be returned, at the address listed above as soon as possible; ii) the recipient will not copy, fax, reproduce, divulge, or distribute this confidential plan, in whole or in part, without the expressed written consent of the Company; iii) all of the information herein will be treated as confidential material with no less care than that afforded to your own company confidential material.This Business Plan contains forward-looking statements which involve risks and uncertainties. The Company's actual results could differ materially from those anticipated in these forward-looking statements as a result of certain factors, including those set forth under "Risk Factors" and elsewhere in this Business Plan.Table of ContentsEXECUTIVE SUMMARY (3)MISSION STATEMENT (4)INDUSTRY AND MARKETPLACE ANALYSIS (5)D ESCRIPTION OF THE I NDUSTRY AND M ARKET (5)C USTOMERS AND M ARKET S EGMENTATION (5)C OMPETITION (5)T HE B USINESS O PPORTUNITY (6)THE INNOVATION – PRODUCT OR SERVICE DESCRIPTION (7)O VERVIEW OF THE P RODUCT OR SERVICE (7)P RODUCT B ENEFITS (7)T ECHNOLOGY (7)P RODUCT C OMPARISON (7)F UTURE P RODUCT R OADMAP (7)THE BUSINESS STRATEGY (8)T HE B USINESS S TRATEGY (8)M ETHODS OF D OING B USINESS (8)F UTURE O PPORTUNITIES (8)MARKETING AND SALES (9)M ARKET R ESEARCH (9)M ARKETING P LAN (9)T ARGET M ARKETS (9)RESEARCH AND DEVELOPMENT (10)OPERATION / MANUFACTURING (11)MANAGEMENT AND OWNERSHIP (12)FUNDS REQUIRED AND THEIR USES (13)FINANCES (14)A SSUMPTIONS (14)S ALES F ORECAST (14)O PERATING E XPENSES (14)P ROFIT &L OSS (14)C ASH F LOW (14)NPV AND B REAK E VEN P OINT (14)BIBLIOGRAPHY (15)APPENDICES (15)Executive Summary(2-3 pages)The purpose of this section is to provide a short introduction to the company and clearly define the unique competencies of the company, which will ensure its success. This section should include the following:• A summary of the mission statement & the vision.•Company background (if relevant) including date of establishment, financial and marketing achievements etc.•Industry and Market Summary.•The Business Opportunity.• A summary of the Innovation.•Business Strategy summary.•Marketing and Sales.•Research and Development.•Operations/ Manufacturing.•Management and Ownership.•Funds Required.•Financial Summary.Mission Statement(1-3 page)The purpose of this section is to provide the mission and vision of the company. This section should include:•Who we are•What we do (product/service)•How we do it (technology)•For whom we do it (customer segment, needs)•Vision•Company background (if relevant) including date of establishment, financial and marketing achievements, etc.Industry and Marketplace Analysis(4-6 pages)The purpose of this section is to provide the investor with background on the industry and its growth potential.Description of the Industry and MarketThis section should include the following:•Description of the industry•Industry size today (in $ and or units), Forecasted industry size in 3-5 years •What are the major drivers for growth? For example, are products becoming more affordable, easier-to-use, faster, greater performance? Is there increased awareness about the industry that might be driving growth? Is positive user experience driving growth?•What trends are emerging in the industry? For example, are there standards in the industry? Are there new technologies coming out? Are big companies becoming interested in the industry? Is there a tendency towards consolidation? Where is the market heading?•Industry’s value chain (a diagram is recommended)Customers and Market Segmentation•How is the market segmented? By price, application, etc.? What is the size, the growth rate and the needs of the targeted market segment?•Who are your immediate customers, who are the end users?CompetitionThe purpose of this section is to present factors that influence competition in your industry, to present who your main competitors (or competitors’ groups) are a nd your strengths / weaknesses vis-a-vis each competitor (or group).•What are the crucial competitive factors in your industry? Price, reliability, compliance with standards, installed base, time-to-market, technological innovation, availability of customer support?•Who are the main competitors’ groups? Provide a short description of each group, the differentiating aspects of their products, corporate resources, market positioning, etc. Who are their customers? Include a summary table that compares the competing solutions and your proposed solution.The Business OpportunityThe purpose of this section is to explain the market need for the product / service. The idea is to show what is lacking in the industry and the business benefits that will be gained by resolving these issues. Note that these issues should correspond with the problems that your new product will resolve.This section should include the following:•What are the key needs of the customers in the target segment?•What are the challenges that the industry is facing (that the new innovation responds to)? For example, are products unreliable, highly fallible, incompatible, require long training periods, provide poor performance, expensive, not broadly available?•What will be the business results for users if these challenges are overcome?For example, greater productivity, lower costs, shorter time-to-market•What will be the business results for users in $ / % terms? For example, costs will be cut by $x, productivity will be increased by x%.•Who has the most to gain for these improved business benefits? Who is hurting the most from the fact that the industry has not yet overcome the challenges described above? Who will be willing to pay for the improved business benefits?•What is the revenue opportunity?The Innovation – Product or Service Description(3 – 5 pages)The purpose of this section is to present the new product or service and show how it will overcome the challenges presented above.Overview of the Product or Service•What is the new product / service which the company is proposing?•What stage of development is it in?•What is the quantum leap that makes your solution superiorProduct Benefits•What are the benefits of the new product / service to the different markets?How does it resolve the challenges described above?•Who will reap these benefits?TechnologyOn which technology is the product/service based? Is this technology unique?How central is the technology to the product? What is its expected life cycle and future generations? Is it patented? Are there substitute technologies?Product ComparisonConduct a comparative analysis of your product and resources vs. the competing solutions. This should include comparison of track record and reputation, market penetration, technological capabilities, strengths and weaknesses of each product, target markets, ability to meet customer requirements, feature comparison, price comparison, etc. (presenting in a table is recommended)Future Product Roadmap•What is the future product roadmap? What additional products might the company develop in the future?The Business Strategy(3-5 pages)The Business Strategy•SWOT analysis•Porter's Model - 5 competitive Forces•You should discuss your competitive advantage, how is it achieved, what are the resources that you have or willing to develop in order to achieve sustainable competitive advantage.•What will the company sell and to whom? How is it going to make money? •Which stages of the value-added chain does the firm occupy? Who are its suppliers, who are its immediate customers, what marketing channels does the firm use? How does the production, marketing and after-sales servicing? •How do you chose your gereic strategy? How is the firm going to position itself in the industry: niche player, differentiator or cost leader?Methods of Doing Business•What are the revenue streams?Future Opportunities•What are the plans for the future? Market expansions, new products, new directions.Marketing and Sales(4-5 pages)The purpose of this section is to define the marketing strategy: the specific market segments the company will be operating in and how the company will penetrate those segments.Market Research•What are the main results of the market research?•What are the conclusions derived from the market research results? Marketing Plan•Marketing mix –4Ps. How will the company achieve its sales / market share goals? What are the distribution channels? What will be the pricing policy? What advertising / PR activities will be required? What is the advertising and PR budget and its allocation to the media channels?Target Markets•Have potential customers in each market segment been contacted? What feedback has been received from potential customers in each target market segment? Any signed agreements?•Which markets will the company focus on first and why?•What are the market share goals for the company –short term and long term?Research and Development(2-3 pages)The purpose of this section is to present a detailed plan of the R&D program including milestones and a description of the time and resources required to achieve those milestones.This section should include:•What R&D has been done to date? What stage is development at: alpha, beta, stage I-IV?•How long will it take to develop the product / service until it is ready for commercial use? Following is a sample Gantt chart for this purpose:•What resources will be required – equipment and manpower? How much will it cost? This can also be provided in graph form.•How does the technical support program work? What kind of support is needed?Operation / Manufacturing(2-3 pages)The purpose of this section is to present the company’s manufacturing capabili ties. This section should include the following:•Production procedures –What parts of the production process are performed in-house? What parts are produced by subcontractors?•How are suppliers selected? What are lead time requirements? What is the risk of critical element shortages?•Production facilities and capabilities•ISO 9000 compliance?•Peoduct/ service cost estimations.Management and Ownership(2-3 pages)The purpose of this section is to provide a profile of the company’s core management team and its owners.This section should include:•Profile of each of the key managers•Plans for recruiting key personnel•Organization chart•Profile of company owners / BOD•Short profiles of the advisory board membersFunds Required and Their Uses(1-2 pages)The purpose of this section is to describe to investors how their investment funds will be spent and how much additional funding will be required and when.This section should include:•Current funding requirements – amount, when•Funding requirements over the next 3-5 years•Use of proceeds –capital expenditures, working capital, debt retirement, acquisitions•Exit and long range financial strategies (liquidating investors’ positions) –going public, leveraged buyout, acquisition by another companyThis can be provided in table form as follows:Finances(3-4 pages)The resolution of the financial documents should be on monthly basis for the first year, quarterly basis for the second year, and annual basis for the next 3 years. AssumptionsSales ForecastAn example of forecasted sales:Operating ExpensesProfit & LossCash FlowNPV , Break Even Point, Return On InvestmentBibliography(1-3 pages)AppendicesThe appendices are where you collect the documents that support the body of the business plan.Detailed Finanacial Statements:Profit & Loss StatementBalance SheetCash FlowMonthly Cash Flow for the 1st yearBreak-even analysisFinancial assumptionsMarket Research – Questionnaire, Methodology and Results Detailed development timelineDetailed operations layoutRisk Factors。
商业计划书英文模版(BUSINESS PLAN)(可编辑)

商业计划书英文模版(BUSINESS PLAN)BUSINESS PLAN TEMPLATE BUSINESS PLAN[My Company]123 Main StreetAnytown, USA 10000123-4567[Your Name][DATE]TABLE OF CONTENTSExecutive Summary 1 Management 2[Company] History 6[Product/Service] Description 8 Objectives 10Competitors 11Competitive Advantages 12 Innovation 14Pricing 15Specific Markets 16Growth Strategy 17Market Size and Share 18 Targeting New Markets 19Location 20Manufacturing Plan 21Research & Development 22 Historical Financial Data 23 Proforma Financial Data 24 Proforma Balance Sheet 27Cost Control 28Effects of Loan or Investment 29Attachments 30Executive Summary[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions:[Startup, growth] opportunities exist in [Product/Service].The need for use of efficient distribution and financial methods in these overlooked markets.[I/We] have several customers who are willing to place large [orders,contracts] within the next three months.Several other prospective [customers/clients] have expressed serious interest in doing business within six months.[I/We] previously owned a company that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study.The basic components of this plan are:Competitive pricingExpand the marketsIncreased advertisingLower our unit costs,Thereby achieving higher profits.Sign contractsIncreased advertisingIncrease office staffTo this end, [I/we] need investment from private individuals and/or companies. A total of $XXX is being raised which will be used to finance working capital, plant and equipment. The company will be incorporated and common stock issued to investors. The company will be run as a [proprietorship, partnership, corporation].Financial GoalsYear 1 Year 2 Year 3 Sales $1,000,000 $1,400,000 $1,600,000 Net Income $25,000 $250,000 $375,000 Earnings per share .01 .12 .14Management[Name][Title][Experience]Sales growth from zero to $1,000,000 in five years.Led market in market share - 30%.Formulated advertising budgets & campaigns.Pioneered new distribution channels.Established national sales force.Established national repair & service centers.Brought new and innovative products to the market.Designed point-of-purchase materials.[EducationUniversity of BostonBoston, MAB.A. - Computer SciencesShort BiographiesPresidentJohn Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990. Mr. Doe was the founder and Chief Executive Officer of the original operating company known as Random Excess, Inc. He has hadexperience in the widget field with his own firm, John Doe Co., of Oshkosh Wisconsin , from 1980 to 1987. This firm was sold to FatCat Widgets, Inc. in 1987. Mr. Doe has held a sales position with U S West Inc. since then. Mr. Doe graduated from the University of Colorado in 1981 with a bachelor’s degree in philosophy. Mr. Doe is employed by the Company on a full-time basis.Chief Financial OfficerRichard Roe, CPA, Chief Financial Officer, Treasurer and Director. Mr. Roe joined Random Excess, Inc. in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989. Mr. Roe was appointed Treasurer and a Director in July 1990. He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988. Mr. Roe graduated from Metropolitan State College in Denver, Colorado in 1976 with a bachelor’s degree in accounting. Since 1979 he has been licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants. Mr. Roe is employed by the Company on a full-time basis.Vice PresidentJoe Dokes, Secretary, Executive Vice President andDirector. Mr. Dokes supervises the company’s sales and implementations to its largest corporate customers, including US West, Great West Life Insurance, etc. Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Operations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990. He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50. Mr. Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982. He did not receive a degree from either university. Mr. Dokes is employed by the Company on a full-time basis.Vice PresidentSally Seaugh Vice President of Marketing. Ms. Seaugh has been the Company’s Vice President of Marketing since November 1988. From September 1986 to October 1988 she was involved in business development and marketing for United Bank of AuroraColorado . From February 1980 to August 1986 she was self-employed as an independent oil and gas landman. Ms. Seaugh graduated from the University of Denver in 1974 with a bachelor’s degree in Education. She is employed by the Company on a full-time basis.ResponsibilitiesJohn Q. Doe, Chief Executive Officer - Responsible for entire operation. Oversees management function and all other executives.Salary - $60,000.Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations. Salary - $40,000Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.Salary - $35,000Sally Seaugh Vice President of Marketing. Responsible for marketing, human resources and training.Salary - $30,000.Total Executive Compensation$165,000.[This Page is for an Organization Chart, if applicable.] [Company] HistoryIn [Month, Year] [I/we] formed a [Product/Service] company that manufactured start-of-the-art complex widgetry. This company was located in [City, State]. [I/we] formed this company as a [proprietorship, partnership, corporation]. Others involved in this business were: [names].The main goal of this company was to [explain].Financing was arranged through [home equity loans, savings, venture capital, friends and family, etc.] [Explain terms, rates and ability to repay.]This venture was very successful in generating and increasing sales, but was not effective in achieving profitability. The main reason for this was the amount of actual overhead experienced. This overhead was not initially anticipated by me at the beginning of that venture. Items including credit checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability.or:This venture was very successful in generating and increasing sales, as well as effective in achieving profitability. This was due to the following reasons: [Reason 1[Reason 2][Reason 3]OR:[My Company] was recently conceived and is still in the beginning stages. To this point the following has been accomplished:A team consisting of [list names and primary responsibility.i.e John Doe - Marketing has been formed.A prospective [customer/client] list has been drawn up.Strategy meetings are being held every Monday, Wednesday and Friday evenings.This business plan has been drawn up.[Now link the past to the future - why a former company will lead into this one or how your present company and history will lead into any future plans. A short paragraph should suffice.] We are now able to adequately address the markets we have targeted. We have adjusted our staff, redirected ouradvertising and sales force, and have added the products necessary to meet the needs and expectations of our customers.[Product/Service] Description[My Company] intends to offer [product/service]. This [product/service] offers our customers the best possible solution as it:Offers the lowest price on the marketIs the most technically advancedOffers more useful featuresSaves them time and moneyOffers our users better value per dollar spentProvides an alternative way to achieve a similar task.Provides a service which is not presently available in this area.Is strengthened by a team with combined experience of XX years.Saves them time and moneyProvides an alternative, cost effective way for them to realize a similar goal.We have a [copyright, service mark, trademark] or[exclusive agency, marketing rights] for this [product/service]. This agency will last until XXX at which time it may be extended for XX years or terminated. This agency agreement is cancelable upon XX days written notice.The [product/service] has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation:Overnight deliveryCold storageIncorporate preservativesShipment within two weeks to distributors.Specially padded boxcars.Even though the technology used to create this product is new, we expect that others will be able to substantially reproduce our patented results within XX years. To remain on the leading edge of this product, we will need to devote approximately XX% of revenues toward research and development. Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense. Our manufacturing plan has considered this.[If general service to be offered is not obvious, such as carpet cleaning, sales rep, lawn care, consulting, etc. explain what service is. Then give a detailed description of your particular service and its uniqueness.]Short Examples:1. Our carpet cleaning machinery is state-of-the-art.2. Our consulting practice will address these specialized areas: [list]3. We will only rep these specific product lines. [list]Even though at this time our expertise is unique in the marketplace, we expect advances to be made and competitors to arise and offer similar services. We will meet this challenge by:Hiring staff specialized in these new areas.Increase our continuing education and training expense.Adding complementary lines.Make regular investments in new equipment.ObjectivesLong Term[My Company] believes very strongly in technical, financial, business and moral excellence. To secure a stablefuture for all those connected with [My Company] we have set the following long term goals:Present market is estimated at $XXX. Our goal for market share is XX%.We want to be considered by our peers to be the market leader in sales as evidenced by:Trade industry awardsHigh end of scale in financial ratiosMajor market shareTechnical excellence awards, honors, etc.Community involvement Rotary, United Way, etc.Short TermMarket share goals -First Year XX%Second Year XX%Third Year XX%Fourth Year XX%[Decrease, Maintain] costs through acquisition of new plant and equipment. Increase productivity by investing in employee training and education.Budget for complete computer training for appropriate applications.Set up, Maintain] employee benefit program for continuing college education.Budget for necessary seminars and/or continuing job-specific education.Maintain state-of-the-art accounting system for careful tracking.Monthly reports on financial status vis-a-vis the industry.Aggressive recruitment of the best technical staff in the industry.Support company involvement in various local and national charity events.CompetitorsNameAddressCity, StateStrengths:Location - next door to supplier factory, on major artery, close to terminal, etc.Pricing - Low cost producer, known for aggressive pricing policy.Delivery - ships overnight to anywhere in the world.Management - Everyone has an MBA from Harvard.WeaknessesService - takes more than 3 months to receive spare parts.Dedication - If it’s sunny, they’re on the golf course or ski slope.Machinery - Slowly approaching obsolescence unless replaced within six months.Overhead - Spend lavishly on corporate dining room, limousines and champagne.Competitive AdvantagesThe distinctive competitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XXX years of hands-on experience in this industry.Sophistication in finance and distribution. This results in my being the low cost supplier in these price sensitive markets.The philosophy of [My Company] is to price not just according to our costs, but also according to what the market will pay.Our targeted minimum gross profit margin for a category must be XX%.By pricing to the market, [I/we] will achieve higher sales and therefore increase my buying power. As the amounts of my purchases increase, my per unit costs of shipping decrease and [I/we] will achieve higher discount levels from my suppliers. Through these economies of scale, many items currently on the market can be sold with lower prices, yet a higher net profit.Product pricing will include a range of quantity discounts as well as an early payment discount.Rather than being strictly regional, [I/we] will expand into the national market.To control foreign exchange risks, [I/we] will monitor the markets and hedge accordingly. [I/we] will also use overseas bank accounts.With those companies with which [I/we] have established a relationship or are known to be financially secure, [I/we] will work on a pre-pay basis. This allows me greater discounts.A level and policy of Capitalization that will allow me to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.A quarterly direct mail campaign directed at both current customers and prospective new customers consisting of an informative newsletter.A toll-free national 800 number will be used for customer orders and inquiries.[I/we] will print complete four-color catalogs on a yearly basis. Price lists will be updated as needed. [I/we] intend to be aggressive in trade magazine advertising.Consideration will also be given to attending trade shows around the country.With this level of capitalization, should an unexpected downturn occur, [I/we] will be able to continue operations on a positive scale.Innovation. [I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]The distinctive competitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XX years of hands on experience in this industry.Sophistication in management and finance. We are able to run an efficient and lean structure, yet still provide quality service to our clients and customers.Because of the nature of this industry, we will be able to rent office space in more moderately priced buildings.As a unique service company, we will be able to keep our margins high, allowing us to provide internal financing for growth possibilities.A level and policy of Capitalization that will allow [me/us]to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.Our initial marketing campaign will allow us to book a sufficient amount of business so that we can implement our telephone customer service support program.Innovation[I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]SummaryThrough [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby increasing the amount of profit to be retained in the business. Because of our pricing policy, more people will purchase our merchandise thus increasing the size of the market and we will be increasing our market share. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:increase serviceincrease advertisingreduce pricesincrease profitsincrease selectionThrough [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby ncreasing the amountof profit to be retained in the business. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:increase customer serviceincrease advertising expendituresincrease profitsincrease selection of services offeredThis plan will give us tremendous flexibility to use any of these options or a mix of them to effectively attack our target markets and meet our long term goals. This combination of experience, sophistication, capitalization and innovation will assist [My Company] as it strives to reach its sales, profit and return objectives.PricingBefore [I/we] set the price for my complex widgets, [I/we] determined on a unit basis what my costs were going to be. [I/we] then determined what the market price was for the normal widget. At this price it was determined that for all but the lowest sales projections, this product would turn a profit at this price. However, since our complex widgets offer additional features, we felt that we could price it approximately 50% above simple widgets.To test this price, we called a database of 50 large users of simple widgets. We first questioned them about the desirability of our extra features and then asked them directly if this price would be acceptable if such a product were available. We found that 75% of those polled would be interested in this product. Of this 75%, we received 10 firm orders representing approximately 30% of this group.OR:We have determined that the market price is $ XX per unit. This will equal a margin of XX%.OR:Our unit cost has been figured at $XX. We need a marginof XX% to pay our overhead and earn a sufficient profit. Therefore, our selling price will be $XX.Before [I/we] set the price for our [service], [I/we] forecast what our fixed monthly costs were going to be. [I/we] then determined what the market rate for comparable services were. At this rate it was determined that for all but the lowest billing projections, this [Service] would turn a profit at this rate.[Optional, if applicable]However, since our service is unique and demands a higher level of expertise, we felt that we should bill above other comparable rates.Specific MarketsMarket #1General HistoryThe first widget was introduced into the market in 1036. Widgets remained much as the original production until well into the 20th century when computer modeling showed that there could be some enhancements made to the basic widget. The market for widgets has been generally steady with market growth closely following the typical population growth. At this time there are approximately 1,500 companies worldwide making comparable simple widgets.Lawn care companies have enjoyed a period of steady growth over the past twenty years. This demand is due to many factors, not the least of which is the advance of lawn care technology. In our proposed marketing area, there are 25 lawn care services.Entry StrategyOur widget has been designed by the latest in computer aided design. We are able to manufacture our complex widgets on computer driven assembly lines using the latest in roboticsmanufacturing. This gives us a tremendous price advantage.We intend to market our complex widget through all the normal channels available to simple widgets. These include retail, wholesale, and OEM. To penetrate this market efficiently and swiftly, we intend to initially use commission sales representatives strategically located throughout the USA. We also will start a national advertising campaign targeting the end user in various national publications and on national TV commercials.Our sales representatives will be chosen based on their own experience in the marketplace. It is our intention to hire the best and the brightest among those currently available. Our marketing tests included many of the reps we initially would like to hire.Over the past few years, we have noticed an increase in demand for full lawn care services - not just grass cutting and snow removal. Our computerized office allows us to track our clients needs and schedule house calls on one hours notice.We intend to attack this market very aggressively through the use of:1. A pool of 10 telemarketers.2. House-to-house visits to neighbors of present clients.3. Advertisements in upscale magazines.4. Radio advertisements on weekends.5. Sales calls on real estate management companies.As we are offering a unique service, informing the public of our capabilities is of utmost importance.Growth StrategyAfter having successfully introduced the complex widget into the American market, our expansion will be in two separate areas: increasing sales in the USA and entering various foreign markets.After we have reached our first year sales goals, we intend to offer our sales reps the opportunity to sell our products exclusively by joining our company. We expect that a small percentage will desire to remain independent and these will have to be replaced with our own sales force. We intend to develop further sales reps from within by hiring and training them in our own sales methods. We will increase national advertising and begin targeting smaller accounts and specialty outlets. Additionally, we will conduct in house seminars forvarious OEM’s demonstrating how the inclusion of complex widgetry into their own products will increase the value of their products.After having successfully completed this entry phase into this market in the geographical are we have chosen, we will then expand our market by doing the following:1. Expand telemarketing pool to 20.2. Increase number of direct sales reps.3. Expand into neighboring cities.Market Size and ShareThe American market for [product/service] is estimated at $8 Billion annual sales based on data furnished by XYZ Survey. We estimate that we can achieve XX% market share within XX years.Marketing data for other markets is in the process of collection.Other MarketsUse the same format for additional markets.Targeting New MarketsTo continue our growth, we will be using the following methods to expand our markets and to increase our new areas of doing business:Customer contact - find out their needsLook for complementary productsTrade showsWorld Trade Center “Network”U.S. Government trade leadsState Government trade leadsOn-line computer prospecting and qualification DIALOG, D&B, etc.Market surveysResearch & developmentLocationRETAIL EXAMPLE:This business will be operated at 123 Any Street. This location is desirable because:The traffic flow has been rated at high.The rent is below marketThe building has the necessary facilities to operate this business.The location is convenient for our customers.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, commercial use.OTHER SAMPLE:This business will be operated at 123 Any Street. This location is desirable because:The building is structurally compatible for our use.The rent is below marketThe building has the necessary facilities to operate this business.The location is convenient for our freight companies, suppliers, clients and employees.Possibility of expansion in the area.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, commercial use.Manufacturing PlanSAMPLE:We will be using a conventional assembly line method of construction of our complex widgets. Our main supplier of component parts will be DEF Manufacturing of Fort Lee, NJ. In the event that they are not able to ship according to our specifications our secondary supplier will be MNO Amalgamated located in Charlotte, NC. These parts will be shipped to us by motor freight.The actual machinery used in the production line will be manufactured by A&M Machine Tools of Arlington, Texas. They also will be doing maintenance under a service contract. This design of machine and assembly will allows us to produce 24 hours a day as the entire assembly process is fully automated with state-of- the-art robotics of American manufacture.With robotics our labor costs and therefore our production costs will be the lowest in the industry. To maintain our advantage we have established lines of communication with all of our potential machinery suppliers. Most importantly wehave an ongoing relationship with several universities and are actively participating in various studies and experiments relating to production methods.These machines also incorporate quality checking by lasers. All products must come within XX% of specifications. Also, at regular intervals we will be using human inspection of products and machines.We do not anticipate generating any toxic materials at this time for these products. However, we will be closely monitoring all production to determine if any hazardous materials are being generated. We have contracted with an environmental engineering company to advise us on any possible problems as well as solutions including legal disposal of all hazardous wastes.We anticipate the following outlays for this capital equipment:A&M Machines $XXXService Contract $XXXResearch & DevelopmentSAMPLE:We have already spent a considerable amount of time in researching and developing our complex widgets. We have a verysimple laboratory equipped with the basic research equipment we need. We have thus far been able to discover lighter materials and several cost cutting manufacturing methods. The largest achievement to date is the discovery of a water based lubricant that does not disintegrate in rainstorms. We have called this lubricant “H2Ocus-Pocus”.Presently our research is being supervised by our Technical Director, John Q. Public. He will continue in this capacity. Having been the researcher involved with all our activities to this point, he is well qualified to continue our research efforts.Our next research project will center around using this new lubricant in our manufacturing processes and testing of a new material that has come to our attention.To this point, our research has paid for itself as we have been keying on bringing this new product to market. However, now that we are becoming more experimental in our research efforts such a continued success ratio can not be maintained.We have been investigating several potential government both state and federal funding sources. Our present program of joint research with the local university has b proven very beneficial.。
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商业计划书英文范本商业计划书的英文版的范本有哪些呢?下面是出guo为大家的:商业计划书英文范本,欢迎大家参阅,更多资讯尽在策划书栏目! [My Company]123 Main StreetAnytown, USA 10000123-4567[Your Name][DATE]Executive Summary 1Management 1[Company] History 1[Product/Service] Description 1Objectives 1Competitors 1Competitive Advantages 1Innovation 1Pricing 1Specific Markets 1Growth Strategy 1Market Size and Share 1Targeting New Markets 1Location 1Manufacturing Plan 1Research & Development 1Historical Financial Data 1Proforma Financial Data 1Proforma Balance Sheet 1Cost Control 1Effects of Loan or Investment 1Attachments 1[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions:[Startup, growth] opportunities exist in[Product/Service].The need for use of efficient distribution and financial methods in these overlooked markets.[I/We] have several customers who are willing to place large [orders,contracts] within the next three months.Several other prospective [customers/clients] have expressed serious interest in doing business within six months. [I/We] previously owned a pany that was active in the widget markets. Over the past few years I spent much timestudying ways to improve overall performance and increase profits. This plan is a result of that study.Competitive pricingExpand the marketsIncreased advertisingLower our unit costs,Thereby achieving higher profits.Sign contractsIncreased advertisingIncrease office staffTo this end, [I/we] need investment from private individuals and/or panies. A total of $XXX is being raised which will be used to finance working capital, plant and equipment. The pany will be incorporated and mon stock issued to investors. The pany will be run as a [proprietorship, partnership, corporation].Financial Goals[Name][Title][Experience]Sales growth from zero to $1,000,000 in five years.Led market in market share - 30%.Formulated advertising budgets & campaigns.Pioneered new distribution channels.Established national sales force.Established national repair & service centers.Brought new and innovative products to the market.Designed point-of-purchase materials.[Education}University of BostonBoston, MAB.A. - Computer SciencesShort BiographiesJohn Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990. Mr. Doe was the founder and Chief Executive Officer of the original operating pany known as Random Excess, Inc. He has had experience in the widget field with his own firm, John Doe Co., of Oshkosh (Wisconsin), from 1980 to 1987. This firm was sold to FatCat Widgets, Inc. in 1987. Mr. Doe has held a sales position with U S West Inc. since then. Mr. Doe graduated from the University of Colorado in 1981 with a bachelor’s degree in philosophy. Mr. Doe is employed by the Company on a full-time basis.Richard Roe, CPA, Chief Financial Officer, Treasurer and Director. Mr. Roe joined Random Excess, Inc. in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989. Mr. Roe was appointed Treasurer and a Director in July 1990. He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988. Mr. Roe graduated from Metropolitan State College in Denver, Colorado in 1976 with a bachelor’s degree in aounting. Since 1979 he has been licensed as a Certified Public Aountant in the State of Colorado and is a member of the American Institute of Certified Public Aountants. Mr. Roe is employed by the Company on a full-time basis.Vice PresidentJoe Dokes, Secretary, Executive Vice President and Director. Mr. Dokes supervises the pany’s sales and implementations to its largest corporate customers, including US West, Great West Life Insurance, etc. Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Operations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990. He has been involved since 1986 with the private pany originally formed asRandom Excess, Inc., where his duties included managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50. Mr. Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982. He did not receive a degree from either university. Mr. Dokes is employed by the Company on a full-time basis.Vice PresidentSally Seaugh Vice President of Marketing. Ms. Seaugh has been the Company’s Vice President of Marketing since November 1988. From September 1986 to October 1988 she was involved in business development and marketing for United Bank of Aurora (Colorado). From February 1980 to August 1986 she wasself-employed as an independent oil and gas landman. Ms. Seaugh graduated from the University of Denver in 1974 with a bachelor’s degree in Education. She is employed by the Company on a full-time basis.ResponsibilitiesJohn Q. Doe, Chief Executive Officer - Responsible for entire operation. Oversees management function and all other executives.Salary - $60,000.Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, aounts payable, aounts receivable, interaction with auditors, investor relations. Salary - $40,000Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.Salary - $35,000Sally Seaugh Vice President of Marketing. Responsible for marketing, human resources and training.Salary - $30,000.Total Executive Compensation$165,000.[This Page is for an Organization Chart, if applicable.] In [Month, Year] [I/we] formed a [Product/Service] pany that manufactured start-of-the-art plex widgetry. This pany was located in [City, State]. [I/we] formed this pany as a [proprietorship, partnership, corporation]. Others involved in this business were: [names].The main goal of this pany was to [explain].Financing was arranged through [home equity loans, savings, venture capital, friends and family, etc.] [Explain terms, rates and ability to repay.]This venture was very suessful in generating and increasing sales, but was not effective in achieving profitability. The main reason for this was the amount of actual overhead experienced. This overhead was not initially anticipated by me at the beginning of that venture. Items including credit checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability.or:This venture was very suessful in generating and increasing sales, as well as effective in achieving profitability. This was due to the following reasons:[Reason 1}[Reason 2][Reason 3]OR:[My Company] was recently conceived and is still in the beginning stages. To this point the following has been aomplished:A team consisting of [list names and primary responsibility. (i.e John Doe - Marketing) has been formed.A prospective [customer/client] list has been drawn up. Strategy meetings are being held every Monday, Wednesday and Friday evenings.This business plan has been drawn up.[Now link the past to the future - why a former pany will lead into this one or how your present pany and history will lead into any future plans. A short paragraph should suffice.] We are now able to adequately address the markets we have targeted. We have adjusted our staff, redirected our advertising and sales force, and have added the products necessary to meet the needs and expectations of our customers. [My Company] intends to offer [product/service]. This [product/service] offers our customers the best possible solution as it:Offers the lowest price on the marketIs the most technically advancedOffers more useful featuresSaves them time and moneyOffers our users better value per dollar spentProvides an alternative way to achieve a similar task. Provides a service which is not presently available in this area.Is strengthened by a team with bined experience of XX years.Saves them time and moneyProvides an alternative, cost effective way for them to realize a similar goal.We have a [copyright, service mark, trademark] or [exclusive agency, marketing rights] for this[product/service]. This agency will last until XXX at which time it may be extended for XX years or terminated. This agency agreement is cancelable upon XX days written notice.The [product/service] has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation:Overnight deliveryCold storageIncorporate preservativesShipment within two weeks to distributors.Specially padded boxcars.Even though the technology used to create this product is new, we expect that others will be able to substantially reproduce our patented results within XX years. To remain on the leading edge of this product, we will need to devote approximately XX% of revenues toward research and development. Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense. Our manufacturing plan has considered this.[If general service to be offered is not obvious, such as carpet cleaning, sales rep, lawn care, consulting, etc. explain what service is. Then give a detailed description of your particular service and its uniqueness.]Short Examples:1. Our carpet cleaning machinery is state-of-the-art.2. Our consulting practice will address these specialized areas: [list]3. We will only rep these specific product lines. [list]Even though at this time our expertise is unique in the marketplace, we expect advances to be made and petitors to arise and offer similar services. We will meet this challenge by: Hiring staff specialized in these new areas.Increase our continuing education and training expense. Adding plementary lines.Make regular investments in new equipment.Long Term[My Company] believes very strongly in technical, financial, business and moral excellence. To secure a stable future for all those connected with [My Company] we have set the following long term goals:Present market is estimated at $XXX. Our goal for market share is XX%.We want to be considered by our peers to be the market leader in sales as evidenced by:Trade industry awardsHigh end of scale in financial ratiosMajor market shareTechnical excellence (awards, honors, etc.)Community involvement (Rotary, United Way, etc.)Short TermMarket share goals -First Year XX%Second Year XX%Third Year XX%Fourth Year XX%[Decrease, Maintain] costs through acquisition of new plant and equipment. Increase productivity by investing in employee training and education.Budget for plete puter training for appropriate applications.Set up, Maintain] employee benefit program for continuing college education.Budget for necessary seminars and/or continuingjob-specific education.Maintain state-of-the-art aounting system for careful tracking.Monthly reports on financial status vis-a-vis the industry.Aggressive recruitment of the best technical staff in the industry.Support pany involvement in various local and national charity events.CompetitorsNameAddressCity, StateStrengths:Location - next door to supplier factory, on major artery, close to terminal, etc.Pricing - Low cost producer, known for aggressive pricing policy.Delivery - ships overnight to anywhere in the world.Management - Everyone has an MBA from Harvard.WeaknessesService - takes more than 3 months to receive spare parts. Dedication - If it’s sunny, they’re on the golf course or ski slope.Machinery - Slowly approaching obsolescence unless replaced within six months.Overhead - Spend lavishly on corporate dining room, limousines and champagne.Competitive AdvantagesThe distinctive petitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XXX years of hands-on experience in this industry.Sophistication in finance and distribution. This results in my being the low cost supplier in these price sensitive markets.The philosophy of [My Company] is to price not just aording to our costs, but also aording to what the market will pay. Our targeted minimum gross profit margin for a category must be XX%.By pricing to the market, [I/we] will achieve higher sales and therefore increase my buying power. As the amounts of my purchases increase, my per unit costs of shipping decrease and [I/we] will achieve higher discount levels from my suppliers. Through these economies of scale, many items currently on the market can be sold with lower prices, yet a higher profit. Product pricing will include a range of quantity discounts as well as an early payment discount.Rather than being strictly regional, [I/we] will expand into the national market.To control foreign exchange risks, [I/we] will monitor the markets and hedge aordingly. [I/we] will also use overseas bank aounts.With those panies with which [I/we] have established a relationship or are known to be financially secure, [I/we] will work on a pre-pay basis. This allows me greater discounts.A level and policy of Capitalization that will allow me to fully address the respective markets with prehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.A quarterly direct mail campaign directed at both current customers and prospective new customers consisting of an informative newsletter.A toll-free national 800 number will be used for customer orders and inquiries.[I/we] will print plete four-color catalogs on a yearly basis. Price lists will be updated as needed. [I/we] intend to be aggressive in trade magazine advertising.Consideration will also be given to attending trade shows around the country.With this level of capitalization, should an unexpected downturn our, [I/we] will be able to continue operations on a positive scale.Innovation. [I/we] have a history of innovative ideas. [List your most meaningful ideas and any new ideas you have for the future.]The distinctive petitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XX years of hands on experience in this industry.Sophistication in management and finance. We are able to run an efficient and lean structure, yet still provide quality service to our clients and customers.Because of the nature of this industry, we will be able to rent office space in more moderately priced buildings. As a unique service pany, we will be able to keep our margins high, allowing us to provide internal financing for growth possibilities.A level and policy of Capitalization that will allow [me/us] to fully address the respective markets with prehensive marketing and customer service plans.By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.Our initial marketing campaign will allow us to book a sufficient amount of business so that we can implement our telephone customer service support program.Innovation[I/we] have a history of innovative ideas.[List your most meaningful ideas and any new ideas you have for the future.]SummaryThrough [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby increasing the amount of profit to be retained in the business. Because of our pricing policy, more people will purchase our merchandise thus increasing the size of the market and we will be increasing our market share. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:increase serviceincrease advertisingreduce pricesincrease profitsincrease selectionThrough [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby ncreasing the amount of profit to be retained in the business. What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques. This will allow us the following options:increase customer serviceincrease advertising expendituresincrease profitsincrease selection of services offeredThis plan will give us tremendous flexibility to use any of these options or a mix of them to effectively attack our target markets and meet our long term goals. This bination of experience, sophistication, capitalization and innovation will assist [My Company] as it strives to reach its sales, profit and return objectives.PricingBefore [I/we] set the price for my plex widgets, [I/we] determined on a unit basis what my costs were going to be. [I/we] then determined what the market price was for the normal widget. At this price it was determined that for all but the lowest sales projections, this product would turn a profit at this price.However, since our plex widgets offer additional features, we felt that we could price it approximately 50% above simple widgets.To test this price, we called a database of 50 large users of simple widgets. We first questioned them about the desirability of our extra features and then asked them directly if this price would be aeptable if such a product were available. We found that 75% of those polled would be interested in this product. Of this 75%, we received 10 firm orders representing approximately 30% of this group.OR:We have determined that the market price is $ XX per unit. This will equal a margin of XX%.OR:Our unit cost has been figured at $XX. We need a margin of XX% to pay our overhead and earn a sufficient profit. Therefore, our selling price will be $XX.Before [I/we] set the price for our [service], [I/we] forecast what our fixed monthly costs were going to be. [I/we] then determined what the market rate for parable services were. At this rate it was determined that for all but the lowestbilling projections, this [Service] would turn a profit at this rate.[Optional, if applicable]However, since our service is unique and demands a higher level of expertise, we felt that we should bill above other parable rates.Market #1General HistoryThe first widget was introduced into the market in 1036. Widgets remained much as the original production until well into the 20th century when puter modeling showed that there could be some enhancements made to the basic widget. The market for widgets has been generally steady with market growth closely following the typical population growth. At this time there are approximately 1,500 panies worldwide making parable simple widgets.Lawn care panies have enjoyed a period of steady growth over the past twenty years. This demand is due to many factors, not the least of which is the advance of lawn care technology. In our proposed marketing area, there are 25 lawn care services. Entry StrategyOur widget has been designed by the latest in puter aided design. We are able to manufacture our plex widgets on puter driven assembly lines using the latest in robotics manufacturing. This gives us a tremendous price advantage. We intend to market our plex widget through all the normal channels available to simple widgets. These include retail, wholesale, and OEM. To perate this market efficiently and swiftly, we intend to initially use mission sales representatives strategically located throughout the USA. We also will start a national advertising campaign targeting the end user in various national publications and on national TV mercials.Our sales representatives will be chosen based on their own experience in the marketplace. It is our intention to hire the best and the brightest among those currently available. Our marketing tests included many of the reps we initially would like to hire.Over the past few years, we have noticed an increase in demand for full lawn care services - not just grass cutting and snow removal. Our puterized office allows us to track our clients needs and schedule house calls on one hours notice.We intend to attack this market very aggressively through the use of:1. A pool of 10 telemarketers.2. House-to-house visits to neighbors of present clients.3. Advertisements in upscale magazines.4. Radio advertisements on weekends.5. Sales calls on real estate management panies.As we are offering a unique service, informing the public of our capabilities is of utmost importance.Growth StrategyAfter having suessfully introduced the plex widget into the American market, our expansion will be in two separate areas: increasing sales in the USA and entering various foreign markets.After we have reached our first year sales goals, we intend to offer our sales reps the opportunity to sell our products exclusively by joining our pany. We expect that a small percentage will desire to remain independent and these will have to be replaced with our own sales force. We intend to develop further sales reps from within by hiring and training them in our own sales methods. We will increase national advertising and begin targeting smaller aounts and specialtyoutlets. Additionally, we will conduct in house seminars for various OEM’s demonstrating how the inclusion of plex widgetry into their own products will increase the value of their products.After having suessfully pleted this entry phase into this market in the geographical are we have chosen, we will then expand our market by doing the following:1. Expand telemarketing pool to 20.2. Increase number of direct sales reps.3. Expand into neighboring cities.Market Size and ShareThe American market for [product/service] is estimated at $8 Billion annual sales based on data furnished by XYZ Survey. We estimate that we can achieve XX% market share within XX years.Marketing data for other markets is in the process of collection.Other MarketsUse the same format for additional markets.Targeting New MarketsTo continue our growth, we will be using the following methods to expand our markets and to increase our new areas of doing business:Customer contact - find out their needsLook for plementary productsTrade showsWorld Trade Center “Network”U.S. Government trade leadsState Government trade leadsOn-line puter prospecting and qualification (DIALOG, D&B, etc.)Market surveysResearch & developmentLocationThis business will be operated at 123 Any Street. This location is desirable because:The traffic flow has been rated at high.The rent is below marketThe building has the necessary facilities to operate this business.The location is convenient for our customers.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, mercial use.OTHER SAMPLE:This business will be operated at 123 Any Street. This location is desirable because:The building is structurally patible for our use.The rent is below marketThe building has the necessary facilities to operate this business.The location is convenient for our freight panies, suppliers, clients and employees.Possibility of expansion in the area.We are renting this building on a XX year lease. We will have renovations costing $XXX based upon three estimates. The building is zoned R-3, mercial use.SAMPLE:We will be using a conventional assembly line method of construction of our plex widgets. Our main supplier of ponent parts will be DEF Manufacturing of Fort Lee, NJ. In the event that they are not able to ship aording to our specifications our secondary supplier will be MNO Amalgamated located inCharlotte, NC. These parts will be shipped to us by motor freight.The actual machinery used in the production line will be manufactured by A&M Machine Tools of Arlington, Texas. They also will be doing maintenance under a service contract. This design of machine and assembly will allows us to produce 24 hours a day as the entire assembly process is fully automated with state-of- the-art robotics of American manufacture.With robotics our labor costs and therefore our production costs will be the lowest in the industry. To maintain our advantage we have established lines of munication with all of our potential machinery suppliers. Most importantly we have an ongoing relationship with several universities and are actively participating in various studies and experiments relating to production methods.These machines also incorporate quality checking by lasers. All products must e within XX% of specifications. Also, at regular intervals we will be using human inspection of products and machines.We do not anticipate generating any toxic materials at this time for these products. However, we will be closely monitoring all production to determine if any hazardousmaterials are being generated. We have contracted with an environmental engineering pany to advise us on any possible problems as well as solutions including legal disposal of all hazardous wastes.We anticipate the following outlays for this capital equipment:A&M Machines $XXXService Contract $XXXResearch & DevelopmentWe have already spent a considerable amount of time in researching and developing our plex widgets. We have a very simple laboratory equipped with the basic research equipment we need. We have thus far been able to discover lighter materials and several cost cutting manufacturing methods. The largest achievement to date is the discovery of a water based lubricant that does not disintegrate in rainstorms. We have called this lubricant “H2Ocus-Pocus”.Presently our research is being supervised by our Technical Director, John Q. Public. He will continue in this capacity. Having been the researcher involved with all our activities to this point, he is well qualified to continue our research efforts.Our next research project will center around using this new lubricant in our manufacturing processes and testing of a new material that has e to our attention.To this point, our research has paid for itself as we have been keying on bringing this new product to market. However, now that we are being more experimental in our research efforts such a continued suess ratio can not be maintained.We have been investigating several potential government (both state and federal) funding sources. Our present program of joint research with the local university has b=proven very beneficial.Historical Financial DataSee “Attachments”[This discussion should include all facts pertaining to your financial statements.]SAMPLE:Ine Statement[Discuss both positive and negative aspects of your ine statements. This is no time for trying to hide the facts.] Balance Sheet[Discuss both positive and negative aspects of your balance sheets. This is no time for trying to hide the facts.]。