商业计划书撰写工作流程与篇幅结构基本要求
A.
商业计划撰写工作流程
Business Plan Worksheet
Write up each section concisely but
comprehensively. Try to cover all the issues in each section within one
or, at most, two typed pages. Use paragraphs and indents to highlight key
items. Work on the assumption that whoever reads the outline plan will be
completely unfamiliar with the business or project and will be seeking
answers to relatively basic questions and key issues.
根据项目特点、性质与目的设计商业计划或技术经济可行性报告的结构与内容，精炼而完整地撰各个部分内容，内容必须包括投资合作者或资助者关心或要求的全部要点。点击这里查看：BTII商业计划或可行性报告撰写服务的操作步骤。
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Preliminary
Tasks
准备工作事项
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1.
Complete
market research and analyses
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市场调研与资料收集 |
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2.
Clarify
key matters relating to products/services
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了解产品/服务关键问题
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3.
Form
the basis of the management team
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了解项目管理团队状况
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4.
Prepare
a strategic plan as framework for detailed plan
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准备拟订项目战略框架
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5.
Decide
the central purpose of the plan and its target audience
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确定计划目的与目标读者 |
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6.
Locate
professional advisers to assist with the planning
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拟订行业撰写专家 |
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7.
Acquire
any software tools needed to help prepare the plan
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确定策划工具软件的参数
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8.
Research
and compile a list of possible recipients of the plan
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研究"目标读者"的情况 |
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9.
Ascertain
any specific needs of likely key recipients
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其他潜在目标读者的情况 |
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Writing
the Plan
撰写写作过程
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1.
Create
a framework for the plan e.g. table of contents
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确定计划的结构与内容
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2.
Identify
possible appendices, attachments etc.
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确定可提供的附件内容
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3.
Estimate
page lengths for each key section
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拟订关键章节内容与篇幅 |
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4.
List
main issues and topics to be covered within key sections
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关键章节内容的纲要与要点 |
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5.
Assign
work programs based on the framework and lists
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安排数据资料整理与撰写工作
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6.
Draft
all key sections in a logical sequence
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编写全部章节内容 |
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7.
Check
the preliminary draft for completeness and plug gaps
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图表与插件准备
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8.
Stand
back and take a detached overview of the draft
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章节内容的专家审定 |
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9.
Let
an outsider or adviser critique the latest draft |
其他专家审定与修改意见 |
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10.Redraft,
fine tune and spell check |
草拟稿修订 |
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11.Write
the executive summary and plan's conclusion
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编写执行总结部分 |
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12.Get
an independent assessment of the final draft
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各章节内容独立审稿 |
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Reviewing
the Plan
检查与改进
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1.
Is
the plan nicely presented - bound, page numbered etc.?
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排版与目录检查
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2.
Has
the plan been spell checked in its final form?
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文字拼写与句子检查 |
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3.
Is
the plan's length appropriate to its purpose ?
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篇幅检查 |
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4.
Have
the business's (funding) needs been clearly stated ?
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融资方案与资金要求检查 |
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5.
Does
the plan's summary stimulate interest ?
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执行总结部分的吸引力检查 |
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6.
Have all key questions been anticipated ?
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项目关键问题表述检查 |
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7.
What
likely objections remain unresolved ?
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项目关键目标与执行检查 |
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8.
Will
the plan provoke the desired responses?
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文章可读性检查 |
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说明：“目标读者”包括商业计划或可行性研究报告即将投寄的合作投资商、国际国内银行机构、中国科技部等习惯产业部门。 |
B.
篇幅结构基本要求
Ideal Structure and Page Lengths
The
structure below could be readily expanded to become a 'full-blown'
business plan by expanding the level of detail given. Ideal page
lengths for a straightforward but comprehensive plan are given in
parenthesis. Note the importance of marketing and sales in terms of the
suggested number of pages. Relegate detail to accompanying appendices.
Bear in mind that most investors, bankers etc. dislike having to read
overlong business plans just as much as entrepreneurs and managers dislike
writing the plans in the first instance!
以下为国际合作与融资项目商业计划内容各章节理想的基本篇幅要求（技术与经济可行性研究报告的内容则按照国家科技部、计委等产业部门要求的格式与内容）:
1.
Introduction (1)
引言或简介[撰写人员与部门，撰写目的，联系信息]
Introduce
the plan. Explain who wrote it, when and for what purpose. Give contact
details.
2.
Summary (1-3) 项目执行总结
Write
last.
3.
Mission, Strategies etc. (1-2) 项目关键目标、成功关键与战略目标等
What are
the central purposes and activities of the planned business? What are its
SWOTs? What are its major objectives, key strategies and prime goals ?
4.
Present Status of Project (1-3) 项目进展状况[成绩/准备与运转情况/关键技术产品等]
Summarize
achievements and performance (financial, sales, technical etc.) to date.
Introduce the stakeholders in the business.
5.
Product/Service Description (1-2)
项目产品/服务[重点描述其核心或特异性部分]
Keep
descriptions short and confine them to broad groups. Explain briefly what
makes them special.
6.
Profile of Target Market(s) (2-5) 目标市场分析[容量/细分市场/趋势/竞争/购买因素]
Size,
segments, trends, competition and user/customer profiles.
7.
Marketing Strategies & Sales Plans (2-5)
市场战略与执行[销售战略/渠道/对手/计划]
How will
the business market its products/services and sell to customers? What
sales will be achieved in its main markets? How will it deal with
competitors ? Indicate costs.
8.
R&D and Technology (0-2) [研究与发展
If
relevant, explain progress, plans, resources and highlight any
technological advances.
9.
Manufacturing/Operational Plans (2-3)
制造与经营计划
Cover
distribution & service activities and/or manufacturing. Highlight
major elements only. Indicate organization, resources, costings etc.
10.
Management (1-2) 管理[团队/结构/人员计划等]
Introduce
the proposed management team, structure etc. Indicate overhead costs.
11.
Financial Position & Projections (3-8) 财务与赢利计划
Use simple
tables to present key financial projections e.g. summary P&L, cash
flows, balance sheets and key ratios. Place the detailed analyses in
appendices.
12.
Funding Requirements & Proposals (2-3)
资金需求/融资要求/投资合作方法
If
applicable, summarize funding requirements, possible sources, likely
terms, and, for investors, the projected return on their investment. Be
realistic!!!
13.
Implementation (1-3) 执行计划[项目计划内容/时间/预算/负责部门或负责人]
Explain
the major decision points, time scale and actions required by management
and others to progress the plan.
14.
Conclusion (1)
结论
Indicate
why the business will succeed and why it should be supported.
