商業(yè)計(jì)劃書(shū)模板及案例

[心語(yǔ)心愿]商業(yè)計(jì)劃書(shū)模板及案例1[心語(yǔ)心愿]?項(xiàng)目單位不填寫(xiě)以上各項(xiàng)?商業(yè)計(jì)劃書(shū)項(xiàng)目名稱(chēng)項(xiàng)目單位?蓋章?地電傳址話(huà)真電子郵件聯(lián)系人2[心語(yǔ)心愿]保密承諾接收日期?_______月____日3[心語(yǔ)心愿]商業(yè)計(jì)劃書(shū)摘要【摘要內(nèi)容參考】1.??2.主要管理者情況?姓名、性別、年齡、籍貫?學(xué)歷/學(xué)位、畢業(yè)院校?政治?3.產(chǎn)品/?產(chǎn)品/?4.?外合作情況?已經(jīng)投入的研發(fā)經(jīng)費(fèi)及今后投入計(jì)劃?對(duì)研發(fā)人員的激勵(lì)機(jī)?5.?司競(jìng)爭(zhēng)優(yōu)勢(shì)?未來(lái)3?6.??7.產(chǎn)品制造??8.管理??9.??10.財(cái)務(wù)預(yù)測(cè)?前三年及未來(lái)3年或5?11.風(fēng)險(xiǎn)控制??4[心語(yǔ)心愿]目錄第一部分公司基本情況……………5第二部分公司管理層………………9第三部分產(chǎn)品/服務(wù)………………12第四部分研究與開(kāi)發(fā)………………15第五部分行業(yè)及市場(chǎng)情況…………17第六部分營(yíng)銷(xiāo)策略…………………19第七部分產(chǎn)品制造…………………21第八部分管理………23第九部分融資說(shuō)明…………………25第十部分財(cái)務(wù)計(jì)劃…………………28第十一部分風(fēng)險(xiǎn)控制………………29第十二部分項(xiàng)目實(shí)施進(jìn)度…………30第十三部分其它……………………315[心語(yǔ)心愿]第一部分公司名稱(chēng)________________________________________成立時(shí)間____________注冊(cè)資本____________________________實(shí)際到位資本____________________其中現(xiàn)金到位________________________無(wú)形資產(chǎn)占股份比例____________%注冊(cè)地點(diǎn)_____________________________________________________________公司性質(zhì)為?請(qǐng)劃??國(guó)有___________民營(yíng)_________國(guó)有民營(yíng)聯(lián)營(yíng)_________中外合資________股份公司___________其它_________公司成立后組織機(jī)構(gòu)的演變及營(yíng)業(yè)執(zhí)照變更情況說(shuō)明__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________目前公司主要股東情況本公司投資額股份比例股東股東名稱(chēng)聯(lián)系人聯(lián)系?萬(wàn)元?甲方乙方丙方丁方戊方6[心語(yǔ)心愿]目前公司內(nèi)部部門(mén)設(shè)置情況序號(hào)部門(mén)名稱(chēng)負(fù)責(zé)人聯(lián)系12345678它合作方式的下屬企業(yè)情況?序號(hào)企業(yè)名稱(chēng)隸屬關(guān)系企業(yè)性質(zhì)聯(lián)系人聯(lián)系12345公司曾經(jīng)經(jīng)營(yíng)過(guò)的業(yè)務(wù)有______________________、______________________、____________________、______________________、______________________。公司目前經(jīng)營(yíng)的業(yè)務(wù)為_(kāi)_____________________、______________________、____________________、______________________、______________________。主營(yíng)業(yè)務(wù)為_(kāi)________________________________________________________。7[心語(yǔ)心愿]公司目前擁有員工________________總數(shù)________%__________________%__________________%?含高級(jí)職稱(chēng)?以上的有_________人?占員工總數(shù)_________%公司經(jīng)營(yíng)財(cái)務(wù)歷史?單位?萬(wàn)元?項(xiàng)目本年度前1年前2年前3年銷(xiāo)售收入毛利潤(rùn)純利潤(rùn)總資產(chǎn)總負(fù)債凈資產(chǎn)----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------公司近期及未來(lái)3~5年要實(shí)現(xiàn)的目標(biāo)?行業(yè)地位、銷(xiāo)售收入、市場(chǎng)占有率、產(chǎn)品品牌以及公司股票上市等?___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________8[心語(yǔ)心愿]公司近期的發(fā)展方向和發(fā)展戰(zhàn)略_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司未來(lái)3~5年發(fā)展方向和發(fā)展戰(zhàn)略_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________9[心語(yǔ)心愿]第二部分董事會(huì)成員名單序號(hào)職務(wù)姓名工作單位聯(lián)系123456789董事長(zhǎng)副董事長(zhǎng)董董董董董董董事事事事事事事董事長(zhǎng)姓名_____________性別_____________年齡_____________籍貫______________學(xué)歷_____________學(xué)位____________所學(xué)專(zhuān)業(yè)____________________________畢業(yè)院校____________________戶(hù)口所在地____________聯(lián)系___________主要經(jīng)歷和業(yè)績(jī)__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________10[心語(yǔ)心愿]總經(jīng)理姓名_____________性別_____________年齡_____________籍貫______________學(xué)歷_____________學(xué)位____________所學(xué)專(zhuān)業(yè)____________________________畢業(yè)院校____________________戶(hù)口所在地____________聯(lián)系___________主要經(jīng)歷和業(yè)績(jī)__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________技術(shù)開(kāi)發(fā)負(fù)責(zé)人姓名_____________性別_____________年齡_____________籍貫______________學(xué)歷_____________學(xué)位____________所學(xué)專(zhuān)業(yè)____________________________畢業(yè)院校____________________戶(hù)口所在地____________聯(lián)系___________主要經(jīng)歷和業(yè)績(jī)________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________市場(chǎng)營(yíng)銷(xiāo)負(fù)責(zé)人姓名_____________性別_____________年齡_____________籍貫______________學(xué)歷_____________學(xué)位____________所學(xué)專(zhuān)業(yè)____________________________[心語(yǔ)心愿]畢業(yè)院校____________________戶(hù)口所在地____________聯(lián)系___________主要經(jīng)歷和業(yè)績(jī)________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________財(cái)務(wù)負(fù)責(zé)人姓名_____________性別_____________年齡_____________籍貫______________學(xué)歷_____________學(xué)位____________所學(xué)專(zhuān)業(yè)____________________________畢業(yè)院校____________________戶(hù)口所在地____________聯(lián)系___________主要經(jīng)歷和業(yè)績(jī)________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________其他對(duì)公司發(fā)展負(fù)有重要責(zé)任的人員?可增加附頁(yè)?姓名_____________性別_____________年齡_____________籍貫______________學(xué)歷_____________學(xué)位____________所學(xué)專(zhuān)業(yè)____________________________畢業(yè)院校____________________戶(hù)口所在地____________聯(lián)系___________主要經(jīng)歷和業(yè)績(jī)___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________12[心語(yǔ)心愿]_____________________________________________________________________13[心語(yǔ)心愿]第三部分/產(chǎn)品/服務(wù)描述(、主要介紹產(chǎn)品/服務(wù)的背景、目前所處發(fā)展階段、與同行業(yè)其它公司同類(lèi)產(chǎn)品/服務(wù)的比較?本公司產(chǎn)品/品牌、銷(xiāo)售網(wǎng)絡(luò)、許可證、專(zhuān)營(yíng)權(quán)、特許權(quán)經(jīng)營(yíng)等。)___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司現(xiàn)有的和擬申請(qǐng)的知識(shí)產(chǎn)權(quán)?專(zhuān)利、商標(biāo)、版權(quán)等?__________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司是否已簽署了有關(guān)專(zhuān)利權(quán)及其它知識(shí)產(chǎn)權(quán)轉(zhuǎn)讓或授權(quán)許可的協(xié)議等?如果________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________14[心語(yǔ)心愿]_____________________________________________________________________技術(shù)申請(qǐng)專(zhuān)利情況__________________________________________________________________________________________________________________________產(chǎn)品商標(biāo)注冊(cè)情況__________________________________________________________________________________________________________________________產(chǎn)品面向的用戶(hù)有哪些種類(lèi)___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________產(chǎn)品更新?lián)Q代周期__________________________________________________________________________________________________________________________產(chǎn)品的售后服務(wù)和技術(shù)支持_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________產(chǎn)品銷(xiāo)售成本的構(gòu)成及銷(xiāo)售價(jià)格制訂的依據(jù)________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________15[心語(yǔ)心愿]__________________________________________________________________________________________________________________________________________產(chǎn)品形成規(guī)模銷(xiāo)售時(shí)?毛利潤(rùn)率為_(kāi)___________%____________%如成本相同但爭(zhēng)對(duì)手產(chǎn)品?等等?______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________16[心語(yǔ)心愿]第四部分省、市及有關(guān)部門(mén)和機(jī)構(gòu)獎(jiǎng)勵(lì)情況?________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司參與制訂產(chǎn)品或技術(shù)的行業(yè)標(biāo)準(zhǔn)和質(zhì)量檢測(cè)標(biāo)準(zhǔn)情況__________________________________________________________________________________________________________________________________________________________________________________________________________________________________施________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________其它費(fèi)用?_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________17[心語(yǔ)心愿]方向、開(kāi)發(fā)重點(diǎn)和正在開(kāi)發(fā)的技術(shù)和產(chǎn)品_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司現(xiàn)有技術(shù)開(kāi)發(fā)資源以及技術(shù)儲(chǔ)備情況_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司尋求技術(shù)開(kāi)發(fā)依托?如大學(xué)、研究所等?情況?這些依托的可靠性________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司未來(lái)3~5年在研發(fā)資金投入和人員投入計(jì)劃?萬(wàn)元?年份第1年第2年第3年第4年第5年資金投入18[心語(yǔ)心愿]人員?個(gè)?第五部分進(jìn)入該行業(yè)的技術(shù)壁壘、貿(mào)易壁壘、政策限制等?行業(yè)市場(chǎng)前景分析與預(yù)測(cè)?_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________過(guò)去3~5年各年全行業(yè)銷(xiāo)售總額?萬(wàn)元?年份前5年前4年前3年前2年前1年銷(xiāo)售收入銷(xiāo)售增長(zhǎng)率本公司銷(xiāo)售收入19[心語(yǔ)心愿]本公司銷(xiāo)售增長(zhǎng)率未來(lái)3~5年各年全行業(yè)銷(xiāo)售收入預(yù)測(cè)?萬(wàn)元?年份第1年第2年第3年第4年第5年銷(xiāo)售收入本公司與行業(yè)內(nèi)五個(gè)主要競(jìng)爭(zhēng)對(duì)手的比較競(jìng)爭(zhēng)對(duì)手市場(chǎng)份額競(jìng)爭(zhēng)優(yōu)勢(shì)競(jìng)爭(zhēng)劣勢(shì)本公司市場(chǎng)銷(xiāo)售有無(wú)行業(yè)管制?公司產(chǎn)品進(jìn)入市場(chǎng)的難度分析_______________________________________________________________________________________________________________________________________________________________詳細(xì)描述本公司產(chǎn)品/________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司未來(lái)3~5年的銷(xiāo)售收入預(yù)測(cè)?融資不成功情況下萬(wàn)元?年份第1年第2年第3年第4年第5年20[心語(yǔ)心愿]銷(xiāo)售收入市場(chǎng)份額公司未來(lái)3~5年的銷(xiāo)售收入預(yù)測(cè)?融資成功情況下萬(wàn)元?年份第1年第2年第3年第4年第5年銷(xiāo)售收入市場(chǎng)份額公司未來(lái)3~5資不成功分別說(shuō)明?21[心語(yǔ)心愿]第六部分在建立銷(xiāo)售網(wǎng)絡(luò)、銷(xiāo)售渠道、設(shè)立代理商、分銷(xiāo)商方面的策略___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________在廣告促銷(xiāo)方面的策略_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________在產(chǎn)品銷(xiāo)售價(jià)格方面的策略_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________在建立良好銷(xiāo)售隊(duì)伍方面的策略_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________產(chǎn)品售后服務(wù)方面的策略_______________________________________________22[心語(yǔ)心愿]____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________其它方面的策略_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________對(duì)銷(xiāo)售隊(duì)伍采取什么樣的激勵(lì)機(jī)制___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________根據(jù)營(yíng)銷(xiāo)策略?預(yù)算未來(lái)3~5年銷(xiāo)售費(fèi)用?包括人工費(fèi)用萬(wàn)元?年份第1年第2年第3年第4年第5年銷(xiāo)售費(fèi)用23[心語(yǔ)心愿]第七部分原因?____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________廠房地點(diǎn)在哪里?交通、運(yùn)輸、通訊是否方便____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________增加設(shè)備?采購(gòu)計(jì)劃、采購(gòu)周期及安裝調(diào)試周期?______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________請(qǐng)說(shuō)明?如果設(shè)備操作需要特殊技能的員工?如何解決這一問(wèn)題____________________________________________________________________________________________________________________________________________________________________________________________________________________________24[心語(yǔ)心愿]簡(jiǎn)述產(chǎn)品的生產(chǎn)制造過(guò)程、工藝流程______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________3家主要供應(yīng)商名單及聯(lián)系______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________主要供應(yīng)商商商1__________________________________________________________主要供應(yīng)2__________________________________________________________主要供應(yīng)3__________________________________________________________中產(chǎn)品的質(zhì)量保證體系、以及關(guān)鍵質(zhì)量檢測(cè)設(shè)備________________________________________________________________________________________________________________________________________________________________________________________________________________________________________產(chǎn)品成本和生產(chǎn)成本如何控制?有怎樣的具體措施___________________________________________________________________________________________________________________________________________________________________25[心語(yǔ)心愿]產(chǎn)品批量銷(xiāo)售價(jià)格的如何制訂?產(chǎn)品毛利潤(rùn)率是多少?純利潤(rùn)率是多少____________________________________________________________________________26[心語(yǔ)心愿]第八部分管理公司對(duì)管理班子及關(guān)鍵人員將采取怎樣的激勵(lì)機(jī)制__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司是否考慮員工持股問(wèn)題?請(qǐng)說(shuō)明______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司是否與掌握公司關(guān)鍵技術(shù)及其它重要信息的人員簽定競(jìng)業(yè)禁止協(xié)議?若有?請(qǐng)說(shuō)明協(xié)議主要內(nèi)容____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司是否與每個(gè)雇員簽定勞動(dòng)用工合同___________________________________27[心語(yǔ)心愿]公司是否與相關(guān)員工簽定公司技術(shù)秘密和商業(yè)秘密的保密合同________________________________________________________________________________________________________________公司是否存在關(guān)聯(lián)經(jīng)營(yíng)和家族管理問(wèn)題?若有?請(qǐng)說(shuō)明_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________沖突?如果有?請(qǐng)說(shuō)明解決辦法___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________請(qǐng)說(shuō)明?公司對(duì)知識(shí)產(chǎn)權(quán)、技術(shù)機(jī)密和公司機(jī)密的保護(hù)措施_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________請(qǐng)說(shuō)明?項(xiàng)目實(shí)施過(guò)程中?公司需要哪些外部支持?如何獲得這些支持______________________________________________________________________________________________________________________________________________________________________________________________________________________28[心語(yǔ)心愿]第九部分為保證項(xiàng)目實(shí)施?需要的現(xiàn)金總額是多少請(qǐng)說(shuō)明投入資金的用途和使用計(jì)劃_______________________________________-------------------?對(duì)外借貸------------公司自身投入。如果有對(duì)外借貸?抵押或擔(dān)保措施是甚麼?_______________向投資方出讓多少股份?計(jì)算依據(jù)是什么?_______________________________預(yù)計(jì)未來(lái)3年平均每年資產(chǎn)回報(bào)率是多少29[心語(yǔ)心愿]擬向投資方提供怎樣的監(jiān)督和管理權(quán)力___________________________________-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------利益_____________________________________________________你希望投資者以何種方式退出?這種方式是否具有操作性___________________稅等方面的優(yōu)惠政策_(dá)____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________需要對(duì)投資方說(shuō)明的其它情況________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________30[心語(yǔ)心愿]________________________________________________________________________________________________________________________________________________