(英文版)商业计划书标准模板.docx

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1、(英文版)商业计划书标准模板商业计划书模板-英文版BUSINESSPLANTEMPLATEBUSINESSPLANMyCompany123MainStreetAnytown,USA10000123-4567YourNameDATETABLEOFCONTENTSExecutiveSummary(1)Management(2)CompanyHistory(6)Product/ServiceDescription(8)Objectives(10)Competitors(11)CompetitiveAdvantages(12)Innovation(14)Pricing(15)SpecificMarke

2、ts(16)GrowthStrategy(17)MarketSizeandShare(18)TargetingNewMarkets(19)Location(20)ManufacturingPlan(21)Research&Development(22)HistoricalFinancialData(23)ProformaFinancialData(24)ProformaBalanceSheet(27)CostControl(28)EffectsofLoanorInvestment(29)Attachments(30)ExecutiveSummaryMyCompanywasformedasapr

3、oprietorship,partnership,corporationinMonth,YearinCity,State,byJohnDoeinresponsetothefollowingmarketconditions:Startup,growthopportunitiesexistinProduct/Service.Theneedforuseofefficientdistributionandfinancialmethodsintheseoverlookedmarkets.I/Wehaveseveralcustomerswhoarewillingtoplacelargeorders,con

4、tractswithinthenextthreemonths.Severalotherprospectivecustomers/clientshaveexpressedseriousinterestindoingbusinesswithinsixmonths.I/Wepreviouslyownedacompanythatwasactiveinthewidgetmarkets.OverthepastfewyearsIspentmuchtimestudyingwaystoimproveoverallperformanceandincreaseprofits.Thisplanisaresultoft

5、hatstudy.Thebasiccomponentsofthisplanare:1.Competitivepricing2.Expandthemarkets3.Increasedadvertising4.Lowerourunitcosts,5.Therebyachievinghigherprofits.1.Signcontracts2.Increasedadvertising3.IncreaseofficestaffTothisend,I/weneedinvestmentfromprivateindividualsand/orcompanies.Atotalof$XXXisbeingrais

6、edwhichwillbeusedtofinanceworkingcapital,plantandequipment.Thecompanywillbeincorporatedandcommonstockissuedtoinvestors.Thecompanywillberunasaproprietorship,partnership,corporation.FinancialGoalsYear1Year2Year3Sales$1,000,000$1,400,000$1,600,000NetIncome$25,000$250,000$375,000Earningsper.01.12.14shar

7、eManagementNameTitleExperienceSalesgrowthfromzeroto$1,000,000infiveyears.Ledmarketinmarketshare-30%.ExperienceSalesgrowthfromzeroto$1,000,000infiveyears.Ledmarketinmarketshare-30%.Salesgrowthfromzeroto$1,000,000infiveyears.Ledmarketinmarketshare-30%.Ledmarketinmarketshare-30%.Formulatedadvertisingbu

8、dgets&campaigns.Pioneerednewdistributionchannels.Establishednationalsalesforce.Establishednationalrepair&servicecenters.Broughtnewandinnovativeproductstothemarket.Designedpoint-of-purchasematerials.EducationUniversityofBostonBoston,MAB.A.-ComputerSciencesShortBiographiesPresidentJohnQ.Doe,ChiefExecu

9、tiveOfficer,andDirectorsinceFebruary1988andPresidentsinceJanuary1990.Mr.DoewasthefounderandChiefExecutiveOfficeroftheoriginaloperatingcompanyknownasRandomExcess,Inc.Hehashadexperienceinthewidgetfieldwithhisownfirm,JohnDoeCo.,ofOshkosh(Wisconsin),from1980to1987.ThisfirmwassoldtoFatCatWidgets,Inc.in19

10、87.Mr.DoehasheldasalespositionwithUSWestInc.sincethen.Mr.DoegraduatedfromtheUniversityofColoradoin1981withabachelorsdegreeinphilosophy.Mr.DoeisemployedbytheCompanyonafull-timebasis.ChiefFinancialOfficerRichardRoe,CPA,ChiefFinancialOfficer,TreasurerandDirector.Mr.RoejoinedRandomExcess,Inc.inDecember1

11、988asacorporatecontrollerandwasnamedChiefFinancialOfficerinJuly1989.Mr.RoewasappointedTreasurerandaDirectorinJuly1990.HeservedascorporatecontrollerofXYZLumberCompanyfromAugust1981toDecember1988.Mr.RoegraduatedfromMetropolitanStateCollegeinDenver,Coloradoin1976withabachelorsdegreeinaccounting.Since19

12、79hehasbeenlicensedasaCertifiedPublicAccountantintheStateofColoradoandisamemberoftheAmericanInstituteofCertifiedPublicAccountants.Mr.RoeisemployedbytheCompanyonafull-timebasis.VicePresidentJoeDokes,Secretary,ExecutiveVicePresidentandDirector.Mr.Dokessupervisesthecompanyssalesandimplementationstoitsl

13、argestcorporatecustomers,includingUSWest,GreatWestLifeInsurance,etc.Mr.DokeshasservedasSecretaryandaDirectorsinceFebruary1988,VicePresidentofOperationsfromFebruary1988toDecember1988,PresidentoftheCompanyfromDecember1988toJanuary1990andVicePresidentofContractSalessinceJanuary1990.Hehasbeeninvolvedsin

14、ce1986withtheprivatecompanyoriginallyformedasRandomExcess,Inc.,wherehisdutiesincludedmanagingthepurchasingandsalesdepartment.FromNovember1984toMay1986hemanagedthesalesdepartmentatIntegratedManagementSystems,Inc.FromJune1983toOctober1984hewasabuyerforAdamsCounty,Colorado,SchoolDistrict50.Mr.Dokesatte

15、ndedOklahomaStateUniversityin1980and1981andTrinidadStateCollegeinTrinidad,Coloradoin1981and1982.Hedidnotreceiveadegreefromeitheruniversity.Mr.DokesisemployedbytheCompanyonafull-timebasis.VicePresidentSallySeaughVicePresidentofMarketing.Ms.SeaughhasbeentheCompanysVicePresidentofMarketingsinceNovember

16、1988.FromSeptember1986toOctober1988shewasinvolvedinbusinessdevelopmentandmarketingforUnitedBankofAurora(Colorado).FromFebruary1980toAugust1986shewasself-employedasanindependentoilandgaslandman.Ms.SeaughgraduatedfromtheUniversityofDenverin1974withabachelorsdegreeinEducation.SheisemployedbytheCompanyo

17、nafull-timebasis.ResponsibilitiesJohnQ.Doe,ChiefExecutiveOfficer-Responsibleforentireoperation.Overseesmanagementfunctionandallotherexecutives.Salary-$60,000.RichardRoe,CPA,ChiefFinancialOfficer-Responsibleforfinancialoperations,accountspayable,accountsreceivable,interactionwithauditors,investorrela

18、tions.Salary-$40,000JoeDokes,ExecutiveVicePresident-Responsibleprimarilyforsalesandsalessupport.Salary-$35,000SallySeaughVicePresidentofMarketing.Responsibleformarketing,humanresourcesandtraining.Salary-$30,000.TotalExecutiveCompensation$165,000.$165,000.当前位置：文档视界(英文版)商业计划书标准模板(英文版)商业计划书标准模板CompanyH

19、istoryInMonth,YearI/weformedaProduct/Servicecompanythatmanufacturedstart-of-the-artcomplexwidgetry.ThiscompanywaslocatedinCity,State.I/weformedthiscompanyasaproprietorship,partnership,corporation.Othersinvolvedinthisbusinesswere:names.Themaingoalofthiscompanywastoexplain.Financingwasarrangedthroughh

20、omeequityloans,savings,venturecapital,friendsandfamily,etc.Explainterms,ratesandabilitytorepay.Thisventurewasverysuccessfulingeneratingandincreasingsales,butwasnoteffectiveinachievingprofitability.Themainreasonforthiswastheamountofactualoverheadexperienced.Thisoverheadwasnotinitiallyanticipatedbymea

21、tthebeginningofthatventure.Itemsincludingcreditchecking,warrantyprogrammanagement,extensivetravel,maintainingwarehousestockandthemanagementandexpenseofanationalsalesforcewereexpensesnotoriginallyforecastorexpected.Withthislevelofoverhead,itwasmathematicallyimpossibletoachieveprofitability.or:Thisven

22、turewasverysuccessfulingeneratingandincreasingsales,aswellaseffectiveinachievingprofitability.Thiswasduetothefollowingreasons:Reason1Reason2Reason3OR:MyCompanywasrecentlyconceivedandisstillinthebeginningstages.Tothispointthefollowinghasbeenaccomplished:?Ateamconsistingoflistnamesandprimaryresponsibi

23、lity.(i.eJohnDoe-Marketing)hasbeenformed.?Aprospectivecustomer/clientlisthasbeendrawnup.?StrategymeetingsarebeingheldeveryMonday,WednesdayandFridayevenings.?Thisbusinessplanhasbeendrawnup.Nowlinkthepasttothefuture-whyaformercompanywillleadintothisoneorhowyourpresentcompanyandhistorywillleadintoanyfu

24、tureplans.Ashortparagraphshouldsuffice.Wearenowabletoadequatelyaddressthemarketswehavetargeted.Wehaveadjustedourstaff,redirectedouradvertisingandsalesforce,andhaveaddedtheproductsnecessarytomeettheneedsandexpectationsofourcustomers. Product/ServiceDescriptionMyCompanyintendstoofferproduct/service.Th

25、isproduct/serviceoffersourcustomersthebestpossiblesolutionasit:?Offersthelowestpriceonthemarket?Isthemosttechnicallyadvanced?Offersmoreusefulfeatures?Savesthemtimeandmoney?Offersourusersbettervalueperdollarspent?Providesanalternativewaytoachieveasimilartask.?Providesaservicewhichisnotpresentlyavaila

26、bleinthisarea.?IsstrengthenedbyateamwithcombinedexperienceofXXyears.?Savesthemtimeandmoney?Providesanalternative,costeffectivewayforthemtorealizeasimilargoal.Wehaveacopyright,servicemark,trademarkorexclusiveagency,marketingrightsforthisproduct/service.ThisagencywilllastuntilXXXatwhichtimeitmaybeexte

27、ndedforXXyearsorterminated.ThisagencyagreementiscancelableuponXXdayswrittennotice.Theproduct/servicehasausefullifeofXXyears.Todistributethisproductsothatitremainsusableforourcustomers,wemustusethefollowingmethodsofstorageandtransportation:1.Overnightdelivery2.Coldstorage3.Incorporatepreservatives4.S

28、hipmentwithintwoweekstodistributors.5.Speciallypaddedboxcars.Eventhoughthetechnologyusedtocreatethisproductisnew,weexpectthatotherswillbeabletosubstantiallyreproduceourpatentedresultswithinXXyears.Toremainontheleadingedgeofthisproduct,wewillneedtodevoteapproximatelyXX%ofrevenuestowardresearchanddeve

29、lopment.Alsoduetothefastchangingnatureofthisindustry,wewillneedtoretrofitthesemachineswithinXXyearsatcustomerexpense.Ourmanufacturingplanhasconsideredthis. Ifgeneralservicetobeofferedisnotobvious,suchascarpetcleaning,salesrep,lawncare,consulting,etc.explainwhatserviceis.Thengiveadetaileddescriptiono

30、fyourparticularserviceanditsuniqueness.ShortExamples:1.Ourcarpetcleaningmachineryisstate-of-the-art.2.Ourconsultingpracticewilladdressthesespecializedareas:list3.Wewillonlyrepthesespecificproductlines.listEventhoughatthistimeourexpertiseisuniqueinthemarketplace,weexpectadvancestobemadeandcompetitorstoariseandoffersimilarservices.Wewillmeetthischallengeby:1.Hiringstaffspecializedinthesenewareas.2.Increaseourcontinuingeducationandtrainingexpense.3.Addingcomplementarylines.4.Makeregularinvestmentsinnewequipment.