上海創(chuàng)業(yè)投資公司商業(yè)計(jì)劃書編制參考

上海創(chuàng)業(yè)投資公司商業(yè)計(jì)劃書編制參考收到商業(yè)計(jì)劃書日期項(xiàng)目編號項(xiàng)目經(jīng)理(編制參考)地電傳址話真聯(lián)系人上海張江創(chuàng)業(yè)投資有限公司項(xiàng)目投資部說明：在兩頁紙內(nèi)完成本摘要?！菊獌?nèi)容參考】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)4.研究與開發(fā)(已有的技術(shù)成果及技術(shù)水平，研發(fā)隊(duì)伍技術(shù)水平、競爭力及發(fā)經(jīng)費(fèi)及今后投入計(jì)劃，對研發(fā)人員的激勵(lì)5.行業(yè)及市場(行業(yè)歷史與前景，市場規(guī)模及增長趨勢，行業(yè)競爭對手及本6.營銷策略(在價(jià)格、促銷、建立銷售網(wǎng)絡(luò)等各方面擬采取的策略及其可操7.產(chǎn)品制造(生產(chǎn)方式，生產(chǎn)設(shè)備，質(zhì)量保證，成本控制。)8.管理(機(jī)構(gòu)設(shè)置，員工持股，勞動(dòng)合同，知識產(chǎn)權(quán)管理，人事計(jì)劃。)11.風(fēng)險(xiǎn)控制(項(xiàng)目實(shí)施可能出現(xiàn)的風(fēng)險(xiǎn)及擬采取的控制措施。)摘要 1第一部分公司基本情況 3第二部分公司管理層 5第三部分產(chǎn)品/服務(wù) 9第四部分研究與開發(fā) 11第五部分行業(yè)及市場情況 13第六部分營銷策略 15第七部分產(chǎn)品制造 17第八部分管理 19第九部分融資說明 21第十部分財(cái)務(wù)計(jì)劃 23第十一部分風(fēng)險(xiǎn)控制 24第十二部分項(xiàng)目實(shí)施進(jìn)度 25 第一部分公司基本情況公司名稱________________________________________成立時(shí)間____________注冊資本____________________________實(shí)際到位資本____________________其中現(xiàn)金到位________________________無形資產(chǎn)占股份比例____________%注冊地點(diǎn)_____________________________________________________________公司性質(zhì)為：請?zhí)顚懝拘再|(zhì)，如：有限公司、股份有限公司、合伙企業(yè)、個(gè)人獨(dú)資等，并說明其中國有成份比例、私有成份比例和外資比例。公司沿革：說明自公司成立以來主營業(yè)務(wù)、股權(quán)、注冊資本等公司基本情形的變動(dòng)，并說明這些變動(dòng)的原因。_______________________________________________________________________________________________________________________________________________________________________________________________________________(單位：萬______________________、______________________、____________________、______________________、_______________________________、__________________________________________、______________________、__________________________________________________________________?？倲?shù)_________%，碩士學(xué)位(含中級職稱)以上的________，占員工總數(shù)_________%，博士學(xué)位(含高級職稱)以上的________人，占員工總數(shù)毛利潤利潤債_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________董事會成員名單職職務(wù)姓名工作單位123456789事長董董董董董董董事事事事事事事__性別_____________年齡_____________籍貫______________位____________所學(xué)專業(yè)__________職稱______________________戶口所在地____________聯(lián)系電話______________________________________________________________________________________________________________________________________________________________________________________________________________________姓名_____________性別_____________年齡_____________籍貫______________學(xué)歷_____________學(xué)位____________所學(xué)專業(yè)__________職稱______________畢業(yè)院校____________________戶口所在地____________聯(lián)系電話___________主要經(jīng)歷和業(yè)績：著重描述在本行業(yè)內(nèi)的技術(shù)和管理經(jīng)驗(yàn)和成功事例。_______________________________________________________________________性別_____________年齡_____________籍貫______________位____________所學(xué)專業(yè)__________職稱______________________戶口所在地____________聯(lián)系電話______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________性別_____________年齡_____________籍貫______________位____________所學(xué)專業(yè)____________________________________戶口所在地____________聯(lián)系電話______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________性別_____________年齡_____________籍貫_______________________所學(xué)專業(yè)________________________________戶口所在地____________聯(lián)系電話___________主要經(jīng)歷和業(yè)績：著重描述在財(cái)務(wù)、金融、籌資、投資等方面的背景、經(jīng)驗(yàn)和_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________其他對公司發(fā)展負(fù)有重要責(zé)任的人員(可增加附頁)__性別_____________年齡_____________籍貫______________位____________所學(xué)專業(yè)____________________________________戶口所在地____________聯(lián)系電話___________的專長。_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________第三部分產(chǎn)品/服務(wù)產(chǎn)品/服務(wù)描述(這里主要介紹擬投資的產(chǎn)服務(wù)的背景、目前所處發(fā)展階進(jìn)性和獨(dú)特性，如擁有的專門技術(shù)、版權(quán)、配方、品牌、銷售網(wǎng)絡(luò)、許可證、_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司現(xiàn)有的和正在申請的知識產(chǎn)權(quán)(專利、商標(biāo)、版權(quán)等)______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________可的協(xié)議等，如果________________________________________________________________________________________________________________________________________________________________________________________________________________、______________________、___________________________________________、______________________、___________________________________________、______________________、___________________________________________________________________________________________________________________________________________________________________________________________________________________________________詳細(xì)描述本公司產(chǎn)品/服務(wù)的競爭優(yōu)勢(包括性能、價(jià)格、服務(wù)等方面)______________________________________________________________________________________________________________________________________________________________________________________________________________________支持_____________________________________第四部分研究與開發(fā)公司已往的研究與開發(fā)成果及其技術(shù)先進(jìn)性(包括技術(shù)鑒定情況、獲國際、國家、省、市及有關(guān)部門和機(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)量檢測標(biāo)準(zhǔn)情況________________________________________________________________________________________________________________________________________________________________________________________________________________________________________國內(nèi)外情況，公司在技術(shù)與產(chǎn)品開發(fā)方面的國內(nèi)外競爭對手(5家)情況，以_______________________________________________________________________________________________________________________________________________________________________________________________________________，計(jì)劃再投入的開發(fā)資金是多少(列表說明每年購置開發(fā)設(shè)備、開發(fā)人員工資、試驗(yàn)檢測費(fèi)用、以及____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________量、產(chǎn)品升級換代和保持技術(shù)先進(jìn)水平，公司的開_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司尋求技術(shù)開發(fā)依托(如大學(xué)、研究所等)情況，合作方式______________________________________________________________________________________________________________________________________________________________________________________________________________________________技術(shù)隊(duì)伍的穩(wěn)定人員(個(gè))五部分行業(yè)及市場情況行業(yè)情況(行業(yè)發(fā)展歷史及趨勢，哪些行業(yè)的變化對產(chǎn)品利潤、利潤率影響較大，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)市場前景分析與預(yù)_______________________________________________________________________________________________________________________________________(萬元)入銷售增長率(萬元)份額析_______________________________________________________________________________________________________________________________________________________________(萬元)(萬元)第六部分營銷策略產(chǎn)品銷售成本的構(gòu)成及銷售價(jià)格制訂的依據(jù)________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________如果產(chǎn)品已經(jīng)在市場上形成了競爭優(yōu)勢，請說明與哪些因素有關(guān)(如成本相同但銷售價(jià)格低、成本低形成銷售價(jià)格優(yōu)勢、以及產(chǎn)品性能、品牌、銷售渠道優(yōu)于競爭對手產(chǎn)品，等等)___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________在建立銷售網(wǎng)絡(luò)、銷售渠道、設(shè)立代理商、分銷商方面的策略與實(shí)施________________________________________________________________________________________________________________________________________________________________________________________________________________________在廣告促銷方面的策略與實(shí)施__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________在產(chǎn)品銷售價(jià)格方面的策略與實(shí)施___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________策略與實(shí)施____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________勵(lì)機(jī)制___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________第七部分產(chǎn)品制造產(chǎn)品生產(chǎn)制造方式(公司自建廠生產(chǎn)產(chǎn)品，還是委托生產(chǎn)，或其它方式，請說明原因)____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________少，生產(chǎn)面積是多、通訊是否方便____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________現(xiàn)有生產(chǎn)設(shè)備情況(專用設(shè)備還是通用設(shè)備，先進(jìn)程度如何，價(jià)值是多少，是否投保，最大生產(chǎn)能力是多少，能否滿足公司產(chǎn)品銷售增長的要求，如果需要增加設(shè)備，采購計(jì)劃、采購周期及安裝調(diào)試周期；如果需要大規(guī)模建設(shè)，是否選擇“交鑰匙”方式進(jìn)行，“交鑰匙”工程的承包機(jī)構(gòu)是否提供工期、質(zhì)量方面的保證，如何對這些保證加以實(shí)施)__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________需要特殊技能的員工，如何解決這一問題________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________零部件等生產(chǎn)必須品的進(jìn)貨渠道______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________怎樣的范圍內(nèi)，描述生產(chǎn)過以及關(guān)鍵質(zhì)量檢測設(shè)備________________________________________________________________________________________________________________________________________________________________________________________________________________________________________，有怎樣的具體措施______________________________________________________________________________________________品毛利潤率是多少純利潤率是多少_________第八部分管理請說明，為保證融資項(xiàng)目按計(jì)劃實(shí)施，公司準(zhǔn)備今后各年陸續(xù)設(shè)立哪些機(jī)構(gòu)，各機(jī)構(gòu)配備多少人員，人員年收入情況。請用圖表統(tǒng)計(jì)表示出來，附在本計(jì)劃公司是否通過國內(nèi)外管理體系認(rèn)證_____________________________________公司對管理層及關(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題，請說明_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________業(yè)禁止協(xié)議，若__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________公司是否與每個(gè)雇員簽定勞動(dòng)用工合同___________________________________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_______________公司是否為每位員工購買保險(xiǎn)，請說明保險(xiǎn)險(xiǎn)種____________________________公司是否存在關(guān)聯(lián)經(jīng)營和家族管理問題，若有，請說明_______________________________________________________________________________________________________________________________________________________________際存在或潛在的利_________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________權(quán)、技術(shù)秘密和商業(yè)秘密的保護(hù)措施_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________程中，公司需要哪些外部支持，如何獲得這些支持_________________________________________________________________________________________________________________________________________________第九部分融資說明為保證項(xiàng)目實(shí)施，需要新增投資是多少_________________________________新增投資中，需投資方投入________________，對外借貸___________________司自身投入______________。如果有對外借貸，抵押或擔(dān)保措施是什么___________________________________________________________________________________________________________________________________________________________________________________________________________________請說明投入資金的用途和使用計(jì)劃________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________希望讓投資方參股本公司或與投資方成立新公司，請說明原因______________________________________________________________________________________________________________________________________________________________________________________________________________________________擬向投資方出讓多少權(quán)益計(jì)算依據(jù)是什么__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________層向投資方承擔(dān)哪些責(zé)任_____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________