商业策划书的目的很简单，它就是创业者手中的武器，是提供给投资者和一切对创业者的项目感兴趣的人，向他们展现创业的潜力和价值，说服他们对项目进行投资和支持。
分享一个英文的模板，供各位打算创业融资者参考。
Business plan for the period
From April 2010 to March 2012
INDEX
Table of contents – Pages must be numbered and have an appropriate index
Executive Summary
Background
The business
Management & Personnel
The market
Market research and analysis
Details and nature of funding sought and any finance already obtained
Clear and succinct summary of the business idea / concept including reasons for the location of business
Brief description of any unique features the business may have
Relevant background information
Details of when business was formed and why
Brief account of marketing history to support the service / product
A brief account of owner’s background and description of their role(s)
Outline of the market and its potential.
Outline of contracts, sales and performance to-date.
Analysis of the industry stating whether it is established/mature or perhaps small but expanding stating who the key players are?
Different aspects of the industry, e.g. manufacturers/suppliers, retailers and final end users/consumers and the interaction between each
5.1 Capital structure and business ownership / legal status and reason for that status (details of any
5.2 stakeholders including those not involved in day to day running of the business).
5.3 Owners’ vision and mission statement
5.4 Description of activities and any future activities
5.5 Key strengths, competitive advantages or any Unique Selling Points
5.6 Goals [short, medium and longer term]
5.7 Business Objectives for first year
5.8 Outline of strategy for success
5.9 Details of bank account and bank address
5.10 Details of accountants or any professional advisers
6.1 Owner’s role(s) and their responsibilities
6.2 Personal history, relevant training and experience
6.3 The owners should declare any adverse credit history they or the business may have
6.4 History, relevant training and experience of key staff
6.5 Outline if or when there will be a need for the business to recruit new
personnel.
Outline any future personnel requirements to accommodate business growth and the qualities and skills necessary.
7.1 Evidence of the owners’ knowledge of the market they are operating.
7.2 Target customers - their ages, gender, married or single, likely disposable income etc.
7.3 Market trends, size and segmentation
8. MARKET RESEARCH AND ANALYSIS
8.1 Competitor research and analysis – state sources of any desk top research
8.2 Customer surveying and analysis – state sample size and selection criteria
8.3 A Data Protection Act Statement should be included on all questionnaires
8.4 Conclusion about market potential and opportunities from research and analysis
NB evidence of past purchasing patterns is normally more reliable than a verbal statement of an intention to buy in the future.
Researching sources of promotion
Marketing strategy to be adopted (implications on marketing mix)
Pricing policy and fee structure
The business’s promotional plans including proposed advertising
Details of sales literature / brochure / presentation packs / samples
Sales methods and selling channels
Internet / Web site details (cost of development, functionality, website’s host etc)
Location – e.g. whether on a High Street, secondary location or perhaps working from home. What are road and rail links like?
Premises – size, tenure (freehold/leasehold), terms of any lease including rent and rates.
Demographics of the area the business is located in-advantage or disadvantage?
Opening/Operating hours
Service provision details
Legal considerations
Licenses /permits /permissions required
Management controls
Insurance (eg Public liability, employer’s liability, stock, equipment, motor vehicles etc)
A Health & Safely policy is legally required for 5 or more employees
Technology and ICT issues. How are records maintained?
Set up / start up costs including details of capital purchases.
12 months sales forecast by amount and if appropriate by contract
Sales forecast model /assumptions
12 months projected cash flow forecast model. (Longer period if required)
Notes on financial projections and assumptions made
Projected profit / loss calculation for the next 12 months
Break even calculation
Details of any offers of finance from a bank, finance company, investor
SWOT (strengths, weaknesses, opportunities & threats) analysis
Critical success factors
What are the perceived risks?
Strategy implemented for minimising risks
Owners’ “Personal Survival Budget” detailing monthly expenditure and all existing financial commitments
Offer letters/ agreement letters from investors in or lenders to the business
Details and evidence of market research surveys
Appropriate certificates / licences
Certificates of insurance
Copy of owners CV, including personal, educational and career details
Details/abridged CVs of any key staff
Details or examples of sales literature/if appropriate website, website images
Photographic images of premises, products or samples
Evidence of trading history including last 3 years accounts if available
Management financial and trading information since the end of the last accounting period should be provided, together with details of current debtors and creditors. These should be in the appendices not in the main body of the Plan.
Businesses already trading should attach copies of their last 6 months bank statements, together with copies of VAT returns since the last full set of accounts. These should be in the appendices not in the main body of the Plan.
A statement confirming that PAYE, National Insurance, VAT plus business rent and business rates are paid up to date. If there is any arrears details must be provided.
感谢斑竹无私奉献 无以回报 只好多吃鸡爪子:lol
提个小要求，能不能发个word 档案？
顶～～:cn13:
好人.
mark 
好贴！ 收了先~~
。。转了~
mark，很有用~
