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1、 Key point: useful terms and definitions of business plan Difficult points: the tips of a business planRequirement By the end of this lesson, you should be able to have a good command of the tips of a business plan the commonly-used sentences in writing business plan By the end of this lesson, you s
2、hould be able to know the part of management in a business plan know the part of financials in a business plan know how to write a business plan prescribe the successful way of Charlie Bell, the McDonalds CEOCreating an Effective Business Plan (III)New Wordsthrivev. 繁荣;兴旺;茁壮成长chronologicala.年代学的;按年代
3、顺序的flounderv.挣扎;折腾subcontractorn.转包工作的承包人;转包人;分包者flipsiden.(美口语)唱片的反面underestimaten.; v.低估;看轻reputablea.受好评的;受尊敬的;规范的capitalizationn.资本化;本金化;资本总额lumpn.块;瘤;很多revenuen.收入;岁收;税务局tolerablea.可容忍的;可以的appropriatea.适当的gaugen.; v.标准度量;计量器;精确计量Skill TrainingSamples of the Outline of a Business PlanSample 1:An
4、 Outline of a Complete Business PlanSummary Business Concept Current situation Key success factors Financial situation/needs Vision Vision statement Milestones Market Analysis The overall market Changes in the market Market segments Target market and customers Customer characteristics Customer needs
5、 Customer buying decisions Competitive Analysis Industry overview Nature of competition Changes in the industry Primary competitors Competitive products/services Opportunities Threats and risks Strategy Key competitive capabilities Key competitive weaknesses Strategy Implementing strategy Products/S
6、ervices Product/service description Positioning of products/services Competitive evaluation of products/services Future products/services Marketing and sales Marketing strategy Sales tactics Advertising Promotions/incentives Publicity Trade shows Operations Key personnel Organizational structure Hum
7、an resources plan Product/service delivery Customer service/support Facilities Creating the financials of the business plan Assumptions and Comments Starting Balance Sheet Profit and Loss Projection Cash Flow Projection Balance Sheet Projection Ratios and AnalysisSample 2:BUSINESS PLAN FOR A RESTAUR
8、ANTTable of ContentsCompany Description Industry Analysis Products & Related Services The Target Market The Competition Marketing Plan & Sales Strategy Operations Management & Organization Long-Term Development & Exit Plan Financial Data & Projections Appendices Sample 3:BUSINESS PLAN FOR A RETAIL B
9、USINESS American Management Technology 1.0 Executive Summary 1.1 Objectives 1.2 Mission 1.3 Keys to Success 2.0 Company Summary 2.1 Company Ownership 2.2 Company History 2.4 Company Locations and Facilities 3.0 Products and Services 3.1 Product and Service Description 3.2 Competitive Comparison 3.3
10、Sales Literature 3.4 Sourcing 3.5 Technology 3.6 Future Products and Services 4.0 Market Analysis Summary 4.1 Market Segmentation 4.2 Industry Analysis 4.2.1 Industry Participants 4.2.2 Distribution Patterns 4.2.3 Competition and Buying Patterns 4.2.4 Main Competitors 4.3 Market Analysis 5.0 Strateg
11、y and Implementation Summary 5.1 Marketing Strategy 5.1.2 Pricing Strategy 5.1.3 Promotion Strategy 5.2 Sales Strategy 5.2.1 Sales Forecast 5.2.2 Startup Summary 6.0 Personnel Plan 7.0 Financial Plan 7.1 Key Financial Indicators 8.0 Management Team The Commonly-used Sentences in Writing Business Pla
12、n (III) 1.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. 2. We expect that a small percentage will desire to remain independent and these will have to be
13、replaced with our own sales force. 3. We will increase national advertising and begin targeting smaller accounts and specialty outlets. 4.The American market for product/service is estimated at $8 Billion annual sales based on data furnished by XYZ Survey. 5.We estimate that we can achieve XX% marke
14、t share within XX years. To continue our growth, we will be using the following methods to expand our markets and to increase our new areas of doing business: 6. This location is desirable because: the building is structurally compatible for our use; the rent is below market; the building has the ne
15、cessary facilities to operate this business; the location is convenient for our freight companies, suppliers, clients and employees; possibility of expansion in the area. 7. Our main supplier of component parts will be DEF Manufacturing of Fort Lee, NJ. 8. With robotics our labor costs and therefore
16、 our production costs will be the lowest in the industry. 9. To maintain our advantage we have established lines of communication with all of our potential machinery suppliers. 10. Most importantly we have an ongoing relationship with several universities and are actively participating in various st
17、udies and experiments relating to production methods. 11. We have contracted with an environ-mental engineering company to advise us on any possible problems as well as solutions including legal disposal of all hazardous wastes. 12. Our present program of joint research with the local university has
18、 proven very beneficial. 13. We project that we will be able to generate sufficient capital from operations to meet our initial needs after the infusion of $200,000. 14.Should sales not be up to projections, adjustments will be made in ordering and long term commitments decreased or postponed. 15. M
19、y Company seeks at a future point to use a computerized accounting package to monitor our financial performance. 16. This information will be compiled at the end of each month for preparation of financial statements. 17. The money invested in My Company will be used for the following purposes: 18. If we find that we are continually over budget, our first step will be to reevaluate our markup on products and
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