【导读】找到一个英文的商业计划书模板，想要在英国创业或者办创业家签证的朋友，想必都需要这个好东东。—— 英国求职创业指南
1. COVER
Business plan for the period
From April 2010 to March 2012
2. INDEX
Table of contents – Pages must be numbered and have an appropriate index
1. Executive Summary
2. Background
3. The business
4. Management & Personnel
5. The market
6. Market research and analysis
3. EXECUTIVE SUMMARY OF BUSINESSPREMISES AND LOCATION
(1 OR 2 PAGES)
1. Name of the business
2. Legal status (sole trader, Ltd Co, partnership,etc)
3. Ownership (Director/proprietor/partner)
4. What will the business do or offer?
5. What does the business want (eg - TheBusiness is seeking assistance with its total start-up costs of £xxxx, to datethe owner/directors/proprietor/partners have invested £xxxx of their own money.Therefore the business is requesting a loan of £xxxx repayable over 1/2/3/4/5years.
With the above information thereader will have all of the information needed to make you plan easier to read.THE ABOVE SHOULD BE ONE PARAGRAPH ONLY.
Details and nature of fundingsought and any finance already obtained
Clear and succinct summary of thebusiness idea / concept including reasons for the location of business
Brief description of any uniquefeatures the business may have
Relevant background information
Details of when business wasformed and why
Brief account of marketinghistory to support the service / product
A brief account of owner’sbackground and description of their role(s)
Outline of the market and itspotential.
Outline of contracts, sales andperformance to-date.
4. BACKGROUND / INTRODUCTION
Analysis of the industry statingwhether it is established/mature or perhaps small but expanding stating who thekey players are?
Different aspects of theindustry, e.g. manufacturers/suppliers, retailers and final end users/consumersand the interaction between each
5. THE BUSINESS
5.1 Capital structure and businessownership / legal status and reason for that status (details of any
5.2 Stakeholders including those not involved inday to day running of the business).
5.3 Owners’ vision and mission statement
5.4 Description of activities and anyfuture activities
5.5 Key strengths, competitive advantagesor 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 bankaddress
5.10 Details of accountants or anyprofessional advisers
6. MANAGEMENT, ORGANISATION ANDPERSONNEL
6.1 Owner’s role(s) and theirresponsibilities
6.2 Personal history, relevant training andexperience
6.3 The owners should declare any adversecredit history they or the business may have
6.4 History, relevant training andexperience of key staff
6.5 Outline if or when there will be a needfor the business to recruit new
personnel.
Outline any future personnelrequirements to accommodate business growth and the qualities and skillsnecessary.
7. THE MARKET
7.1 Evidence of the owners’ knowledge ofthe 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 – statesample size and selection criteria
8.3 A Data Protection Act Statement shouldbe included on all questionnaires
8.4 Conclusion about market potential andopportunities from research and analysis
NB evidence of past purchasingpatterns is normally more reliable than a verbal statement of an intention tobuy in the future.
Researching sources of promotion
9. BUSINESS AND MARKETINGSTRATEGY
Marketing strategy to be adopted(implications on marketing mix)
Pricing policy and fee structure
The business’s promotional plansincluding proposed advertising
Details of sales literature /brochure / presentation packs / samples
Sales methods and sellingchannels
Internet / Web site details (costof development, functionality, website’s host etc)
10. OPERATIONAL DETAILS
Location – e.g. whether on a HighStreet, 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 thebusiness is located in-advantage or disadvantage?
Opening/Operating hours
Service provision details
Legal considerations
Licenses /permits /permissionsrequired
Management controls
Insurance (eg Public liability,employer’s liability, stock, equipment, motor vehicles etc)
A Health & Safely policy islegally required for 5 or more employees
Technology and ICT issues. How are records maintained?
11. FIGURES AND FINANCIALOVERVIEW
Set up / start up costs includingdetails of capital purchases.
12 months sales forecast byamount and if appropriate by contract
Sales forecast model /assumptions
12 months projected cash flowforecast model. (Longer period ifrequired)
Notes on financial projectionsand assumptions made
Projected profit / loss calculationfor the next 12 months
Break even calculation
Details of any offers of financefrom a bank, finance company, investor
12. RISK ANALYSIS
SWOT (strengths, weaknesses,opportunities & threats) analysis
Critical success factors
What are the perceived risks?
Strategy implemented forminimising risks
13. APPENDIX
Owners’ “Personal SurvivalBudget” detailing monthly expenditure and all existing financial commitments
Offer letters/ agreement lettersfrom investors in or lenders to the business
Details and evidence of marketresearch surveys
Appropriate certificates /licences
Certificates of insurance
Copy of owners CV, includingpersonal, educational and career details
Details/abridged CVs of any keystaff
Details or examples of sales literature/ifappropriate website, website images
Photographic images of premises,products or samples
14. ADDITIONAL CONSIDERATIONS FOREXISTING BUSINESSES
1) Evidence of trading history includinglast 3 years accounts if available
2) Management financial and tradinginformation since the end of the last accounting period should be provided,together with details of current debtors and creditors. These should be in theappendices not in the main body of the Plan.
3) Businesses already trading shouldattach copies of their last 6 months bank statements, together with copies ofVAT returns since the last full set of accounts. These should be in the appendices not in themain body of the Plan.
4) A statement confirming that PAYE,National Insurance, VAT plus businessrent and business rates are paid up to date. If there is any arrears detailsmust be provided.
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