英文商业计划书模板business plan for established business

BusinessPlanforanEstablishedBusinessThisbusinessplanconsistsofanarrativeandseveralfinancialspreadsheets.Thenarrativetemplateisthebodyofthebusinessplan.Itcontainsmorethan150questionsdividedintoseveralsections.Workthroughthesectionsinanyorderyoulike,exceptfortheExecutiveSummary,whichshouldbedonelast.Skipanyquestionsthatdonotapplytoyourbusiness.Whenyouarefinishedwritingyourfirstdraft,youwillhaveacollectionofsmallessaysonthevarioustopicsofthebusinessplan.Thenyouwillwanttoeditthemintoaflowingnarrative.Therealvalueofdoingabusinessplanisnothavingthefinishedproductinhand;rather,thevalueliesintheprocessofresearchandthinkingaboutyourbusinessinasystematicway.Theactofplanninghelpsyoutothinkthingsthroughthoroughly,tostudyandresearchwhenyouarenotsureofthefacts,andtolookatyourideascritically.Ittakestime,butavoidscostly,perhapsdisastrous,mistakeslater.Thebusinessplannarrativeisagenericmodelsuitableforalltypesofbusinesses.However,youshouldmodifyittosuityourparticularcircumstances.Beforeyoubegin,reviewthesectiontitledRefiningthePlan,foundattheendofthebusinessplan.Itsuggestsemphasizingcertainareas,dependinguponyourtypeofbusiness(manufacturing,retail,service,etc.).Italsohastipsforfine‐tuningyourplantomakeaneffectivepresentationtoinvestorsorbankers.Ifthisiswhyyouarewritingyourplan,payparticularattentiontoyourwritingstyle.Youwillbejudgedbythequalityandappearanceofyourworkaswellasyourideas.Ittypicallytakesseveralweekstocompleteagoodplan.Mostofthattimeisspentinresearchandrethinkingyourideasandassumptions.Butthen,thatisthevalueoftheprocess.Somaketimetodothejobproperly.Thosewhodoneverregrettheeffort.Andfinally,besuretokeepdetailednotesonyoursourcesofinformationandontheassumptionsunderlyingyourfinancialdata.Page2of29BusinessPlanOWNERSBusinessname:YourBusinessNameAddress:AddressLine1AddressLine2City,STZIPCodeTelephone:(555)555‐0100Fax:(555)555‐0101E‐mail:[e-mail]3of29TableofContentsTableofContents.............................................................................................................3ExecutiveSummary.........................................................................................................4GeneralCompanyDescription......................................................................................5ProductsandServices......................................................................................................6MarketingPlan.................................................................................................................7OperationalPlan............................................................................................................15ManagementandOrganization...................................................................................20PersonalFinancialStatement.......................................................................................21FinancialHistoryandAnalysis....................................................................................22FinancialPlan.................................................................................................................23Appendices.....................................................................................................................25RefiningthePlan............................................................................................................26Page4of29ExecutiveSummaryWritethissectionlast!Wesuggestthatyoumakeittwopagesorless.Includeeverythingthatyouwouldcoverinafive‐minuteinterview.Explainthefundamentalsofthebusiness:Whatisyourproduct,whoareyourcustomers,whoaretheowners,andwhatdoyouthinkthefutureholdsforyourbusinessandyourindustry?Makeitenthusiastic,professional,complete,andconcise.Ifyouareapplyingforaloan,stateclearlyhowmuchyouwant,preciselyhowyouaregoingtouseit,andhowthemoneywillmakeyourbusinessmoreprofitable,therebyensuringrepayment.Page5of29GeneralCompanyDescriptionMissionstatement:Manycompanieshaveabriefmissionstatement,usually30wordsorfewer,explainingtheirreasonforbeingandtheirguidingprinciples.Ifyouhaveamissionstatement,thisisagoodplacetoputitintheplan,followedbycompanygoalsandobjectivesandbusinessphilosophy.Whatbusinessareyouin?Whatdoyoudo?Whatisyourtargetmarket?(Explainbrieflyhere,becauseyouwilldoamorethoroughexplanationintheMarketingPlansection.)Describeyourindustry.Isitagrowthindustry?Whatchangesdoyouforeseeinyourindustry,andhowisyourcompanypoisedtotakeadvantageofthem?Nowgiveadetaileddescriptionofthebusiness:Formofownership:Soleproprietor,partnership,corporation,orlimitedliabilitycorporation(LLC)?Companyhistory:Yearsinbusiness,previousowners,successes,failures,lessonslearned,reputationincommunity,salesandprofithistory,numberofemployees,andeventsthataffectedsuccess.Discusssignificantpastproblemsandhowyousolvedandsurvivedthem.Mostimportantstrengthsandcorecompetencies:Whatfactorswillmakethecompanysucceed?Whatareyourmajorcompetitivestrengths?Whatstrengthsdoyoupersonallybringtothebusiness?Significantchallengesthecompanyfacesnowandinthenearfuture:Ifyou