商务英语BEC如何写商业计划书
日期:2009-05-09 20:16

(单词翻译:单击)

现状分析
这部分尽可能简明扼要而又全面地介绍公司的情况,以及公司所在行业的信息。
市场环境,例如:
The marketplace has been stagnant for 2 years. We are poised now to...
产品或服务,例如:
The present stage of S30 is in the design stage.
产品生命周期,例如:
Our current product line is...
价格和利润,例如:
Current prices are... and profits are...
客户,例如:
Current customers are using our... for...
销售渠道,例如:
We have service centers, retailers, manufacturer's representatives...
管理团队情况,例如:
Most of our management is in place, however, we require a production manager to complete our team.
财务状况,例如:
Current cash available is....
商务英语:如何写商业计划书(确定目标)
企业目标是企业使命和指导方针的具体化和数量化,它反应企业在一定时期内经营活动的方向和所要达到的水平。企业目标的实现时间较长,一般为三到五年或者更长时间。好的企业目标具有总体性、与外部环境联系密切、有很大的激励作用、切实可行等特点。
企业的基本目标,例如:
The primary objectives of our organization are to:
A
B
C
投资收益率(ROI),例如:
Based on a XXX% market share for our XXX product by 20XX, we estimate our return on investment to be XXX%.
财务目标,例如:

Last Year This Year Next Year

Sales
$ Volume
Unit Volume
% Increase/Decrease
Share of Market
Gross Profit
Manufacturing
Fully Burdened
Marketing Expenses
Advertising
Sales Promotion
Trade Allowances
Other
欲计将来增长、改进的目标,例如:
Other objectives we have set for ourselves include XXX.
We expect to replace (competitive/existing products or services) by XXX% by 20XX.
We plan to add XXX (retailers, distributors, service centers) per month/year and we will have a total of XXX (retailers, distributors) by 20XX.

组织结构
投资者考察企业时,管理是最为重要的因素。没有一支优秀的管理团队和有效的组织模式,科技成果不可能和资本很好结合创造现实的生产力。一般需要介绍的管理人员有:总裁、常务副总裁、人事部总监、营销副总裁、财务副总裁、生产部总监。对每一位关键人员用文章一个段落的篇幅进行描述就可以。介绍组织结构时要注意以下问题:
1. 主要管理人员和专业人员的发展路径是怎样的?他们具有哪些技能?
2. 公司未来的组织机构是怎样的?
3. 谁将成为部门领导者?
4. 在哪些领域的管理应该加强?
5. 报酬机制如何?
团队结构介绍,例如:
Of the XXX people who make up the development staff, there are XXX founders who hold the following positions:
XXX, President
XXX, Vice President of Finance
XXX, Vice President of Marketing
XXX, Vice President of Sales
XXX, Vice President of Engineering
XXX, Vice President of Research
XXX, Vice President of Operations
XXX, Director of Marketing
XXX, Manager XXX Development
XXX, Corporate Attorney
管理人员描述,例如:
XXX, President
XXX Degree, University of XXX
XXX's professional experience includes many different areas in the XXX industry.
人力资源需求,例如:
(Company) development team recognizes that additional staff is required to properly support marketing, sales, research, and support functions

产品分析
产品介绍应包括以下内容:
1. 产品名称
2. 性能及特性
3. 产品所处的生命周期
4. 产品的市场竞争力
5. 产品的研究和开发过程
6. 发展新产品的计划和成本分析
7. 产品的市场前景预测
8. 产品的品牌和专利
此外,还要从顾客和投资者角度出发回答下面的问题:
1. 顾客希望企业的产品能解决什么问题,顾客能从企业的产品中获得什么好处?
2. 企业的产品与竞争对手的产品相比有哪些优缺点,顾客为什么会选择本企业的产品?
3. 为什么用户会大批量地购买企业的产品?
4. 本公司能提供哪些购买便利?
5. 企业为自己的产品采取了何种保护措施,企业拥有哪些专利、许可证,或与已申请专利的厂家达成了哪些协议?
6. 为什么企业的产品定价使企业产生足够的利润?
介绍产品,例如:
This capability for XXX is a unique feature enjoyed by (Company) and our customers.
专利保护,例如:
Our product(s) is protected under the following:...
产品价格优势,例如:
Regarding cost savings (product/service) will save our customers money in terms of XXX.
产品测试,例如:
Completed tests have shown that XXX (results).
产品特性描述,例如:
XXX is another powerful feature. This includes XXX.
XXX saves a tremendous amount of time when XXX

市场分析
这部分内容包括行业分析、市场分析和竞争分析。行业分析包括企业所在行业概述、对行业发展方向的预测、对驱动因素的分析。市场分析的核心内容是在市场细分的基础上确定目标市场。要让投资者了解市场的规模有足够大的赢利空间和发展空间;知道市场有良好的发展前景,即所确定的目标市场在未来将会长生不衰。竞争分析中要对全部竞争产品及竞争厂家作出描述与分析。尤其要分析这些竞争对手所占有的市场份额、年销量与销售收入,以及他们的财务实力。此外还要对自己产品所具有的优势作分析,对未来市场变化趋势作预测。
介绍目标顾客购买的原因,例如:
It is easy to understand why the principal buying motives are XXX because XXX.
介绍项目标顾客的特点,例如:
Young Married Couples
Age: 35-55
Income: Medium to high
Sex: Male or Female
Family: Married or no children
Geographic: Suburban
Occupation: White collar
Attitude: Early adapters
描述产品的竞争优势,例如:
The ability to XXX (what it can do) is unique to this product/service, and our research indicates that its performance is superior to anything else on the market today.
对竞争产品做对比,例如:
Companies with competitive products/services in this market are XXX. XXX (competitor) products only operate in a XXX (limited, etc.) way

市场策略
市场营销策略极富挑战性,投资者希望了解公司的产品从生产到大最终用户手中的全过程,因此这部分应该包括以下内容:
1. 营销机构和营销队伍;
2. 营销渠道的选择和营销网络的构建;
3. 广告策略和促销策略;
4. 价格策略;
5. 市场渗透与开拓计划;
6. 市场营销中意外情况的应急对策等。
价格制定策略,例如:
The prices for our products /services are determined first and foremost by XXX (competition, costs, suppliers, manufacturers, package deals).
关于折扣,例如:
We can take advantage of volume purchases by XXX.
关于直销,例如:
The majority of sales will be through direct sales by the (Company) sales staff. (Company) anticipates hiring XXX additional sales representatives to (cover additional territories, retailers, distributors, markets, sell specific products /services).
销售渠道,例如:
By operating within these distribution channels in this manner we feel that we can maintain control of our market. In addition, we can generate growth at a reasonable pace and obtain excellent sales results.
关于顾客服务,例如:
Another service to add value is to provide warehousing of customer inventory. This allows us to book larger orders and provide faster order response

生产分析
这部分主要包括以下内容:
1. 新产品的生产经营计划;
2. 公司现有的生产技术能力;
3. 品质控制和质量改进能力;
4. 现有生产设备或将要购置的生产设备;
5. 改进或购置生产设备的成本;
6. 现有的生产工艺流程
研发阶段,例如:
Much of the time and effort at (Company) during the past XXX year period has been spent on research and XXX product/process development.
生产制造,例如:
The process used to produce (product) begins with XXX (full description).
产品性能,例如:
The acquisition cost for land and improvements is $XXX which will be allocated in XXX increments.
关于设备,例如:
This equipment is used in the processes as described and configured above to ensure yield, lead-time, and costs are sufficient to provide projected gross margin

财务分析
财务分析应包括以下内容:
1. 展示财务现状;
2. 今后三年的发展预测;
3. 投资计划;
4. 财务预测:损益预测表、资产负载预测表、现金流量预测表;
5. 资本退出方式
现金流量预测表,例如:
Cash Flow Forecast

Last Year This Year Next Year

Beginning Cash Balance
Cash Receipts
Collection of Receivables
Interest Income
Total Cash Receipts
Cash Disbursements
Accounts Payable
Payments of Other Expenses
Income Tax Payments
Total Cash Disbursements
Net Cash from (Used for) Operations
Sale of Stock
Purchase of Equipment
Decrease (Increase) in Funds Invested
Short-term Borrowings (Repayments)
Ending Cash Balance

附件
附录同样是商业计划书的一个重要部分。为了使正文言简意赅,许多不能在正文过多叙述的内容可以放在附录部分。特别是一些表格、个人简历、市场调查结果、相关的辅助证明材料等,都应该放在附录部分。
一般附录包括:
1. 重要合同
2. 信誉证明
3. 图片资料
4. 分支机构表
5. 市场调查结果
6. 主要领导人履历
7. 技术信息
8. 生产制造信息
9. 宣传资料
附录部分的撰写原则:
1. 商业计划书必须与附录分开,附录多时应按功能分类;
2. 附录部分为商业计划书提供必备的补充资料,不必把所有东西都放入附录,只放那些能真正增加正文说服力的。
3. 附录要尽可能短,避免长篇大论

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重点单词
  • controln. 克制,控制,管制,操作装置 vt. 控制,掌管,支
  • replacevt. 取代,更换,将物品放回原处
  • superiorn. 上级,高手,上标 adj. 上层的,上好的,出众的
  • mediumn. 媒体,方法,媒介 adj. 适中的,中等的
  • producen. 产品,农作物 vt. 生产,提出,引起,分娩,制片
  • yieldn. 生产量,投资收益 v. 生产,屈服,投降,弯下去,
  • inventoryn. 详细目录,存货(清单) vt. 编制(详细目录)
  • additionaladj. 附加的,另外的
  • competitionn. 比赛,竞争,竞赛
  • projectedadj. 投影的,投射 v. 投射(project的过去