Monthly work summary of manager of investment promotion department

Monthly work summary of manager of investment promotion department

Investment promotion is an important work after the establishment of shopping centers. Merchants must first have good psychological quality and professional knowledge. Then, do you know how to write the monthly work summary of the manager of China Merchants Department? If you don't know, come and see what I have arranged!

Chapter 1: The monthly work summary of the manager of China Merchants Department. The Investment Promotion Department of Hundreds of Shopping and Leisure Plaza was established in mid-July, 20xx under the preparation of hundreds of developers. It belongs to the preparatory office of hundreds of management companies. At present, there are 3 staff members, manager of investment promotion department 1, and 2 investment promotion supervisors. Since the establishment of China Merchants, under the leadership of the company and the Economic Management Office, the following work has been mainly carried out:

Preparations for investment promotion:

1, deeply understand the property structure and analyze the current market situation.

2. Conduct market research on Shangqiu local retail market.

3. According to the market adjustment, the main format of this project is positioned as this property.

4. Fully analyzed the property structure and market demand, and established the shopping center format of the main project in the form of selling goods.

5. According to the distribution and regional division of the main business of the project. Established the configuration of the head office plus famous brand stores.

6. According to the positioning of project format and industry configuration, two sets of investment framework clauses have been formulated.

Work at this stage:

In August, the Investment Promotion Department started substantive work according to the terms of the investment promotion framework formulated by the general manager's office of the company. Under the leadership of the preparatory center, the owner approved the terms of the framework. Hold the first symposium on the investment promotion of the owners, and the personnel of the investment promotion department are responsible for the meeting notice and on-site continuous maintenance. The opinions and suggestions of the owners on investment promotion have been effectively collected and answered, which enabled the first owners' investment promotion meeting to be held smoothly and completed the signing and approval of the terms of this framework by the participating owners. At present, the signing rate is above 70%, and the follow-up supplementary signing work is being actively and orderly carried out, laying a good foundation for attracting investment in the future.

In mid-August, the preparatory work of the management company was fully implemented, and the responsibilities of each post and the investment process of the investment promotion department were formulated and improved. By formulating job responsibilities and investment promotion process, the investment promotion site was deployed. Using the existing human resources to carry out on-site investment reception, in addition to completing the daily work arranged by the leaders of the preparatory center. The Ministry of Investment Promotion actively carries out the information collection of investment promotion objectives of the main stores in the central shopping mall. According to the collected information, quickly analyze and digest, lock the target and carry out the first outreach work. The target areas are Gai Shengxiang, a city around Shangqiu, and Xianshuai Department Store, a subsidiary of Yong Cheng Yongmei Group. Focus on attracting investment in Xuzhou.

According to First Outreach Investment, the unit that intends to cooperate with this project is a new one in Xuzhou. Through the communication with its development department, I learned that it has plans to expand in Shangqiu. On August 15, the manager of Xuzhou Xinyijia Development Department went to the property field for the first time, visited the property on the spot, took photos, and put forward suggestions and required property standards to the company leaders.

In mid-August, according to the communication between Xuzhou Xinyijia and Shandong Ginza, the person in charge of the company and the main person in charge of the owner of the central shopping mall launched the first round of negotiations on the above two companies. And made an on-the-spot investigation and understanding of its main format and operation. The expansion of Xuzhou Xinyijia Head Office is mainly based on hypermarkets, and the business area is required to be below 1 1,000 square meters. The property is planned to rent the first floor of Atrium Street and the first and second floors of Central Shopping Mall, and it is suggested that the company conduct multi-format combination. The expansion plan of Ginza Head Office is based on the complex format of supermarkets and department stores, with a business area of1-20,000 square meters. It intends to lease the whole project, but it raises two questions: 1, decoration cost150,000, 2, small business owners. The company's investment promotion listed Ginza as the first goal and Xinyijia as the second goal.

In August, according to the current situation and requirements of the general manager's office that the investment target of the main store is unclear and the investment target resources are scarce, the investment promotion department actively inquired about the large retailers in the surrounding cities of Shangqiu through the Internet, and extensively collected their annual expansion plans and store opening information, so as to reserve merchant resources for the next investment promotion work and provide convenience for the investment promotion of the main store. Combined with the investment promotion work, it is found that the investment promotion of this project has the following characteristics:

First, define the target customers.

The first is to determine the main store, which has four main functions:

First, it helps to stabilize the operation of the whole project. The head office occupies about half of the business area of the whole project and its influence can be imagined. A well-known main store with a good performance record can make the project more stable and conducive to the sustainable development of the project.

Second, the presence of well-known main stores can attract investors' attention, stimulate the sales of unsold shops and attract investment from small and medium-sized shops.

Third, the main stores have their own loyal consumer groups, which can help the project play a greater role on the basis of maintaining a certain passenger flow in future operations;

Fourth, the presence of main stores can affect the rent level of small and medium-sized stores, and improve the overall rent performance of the project to lay the foundation for the next project.

Secondly, after determining the main stores, determine the groups of small and medium-sized stores. Its function is to design and recruit small and medium-sized shops according to the combination of commercial formats to meet the shopping or consumption needs of different levels and different consumer groups in the project business circle.

Second, the rent is high and low, and the lease period is different.

The head office has a large investment and a long payback period. Its lease usually takes eight or ten years, and there is still a part.

Fifteen or twenty years. Its rent is much cheaper. Generally speaking, from the fourth year, the rent began to increase by 3%~ 10%. There are many small owners in this property, and the cultural and economic strength of the owners is not uniform, which makes it more difficult for the head office to attract investment, but the successful operation of the head office is ultimately conducive to the sustainable development of the project. The lease period of small and medium-sized stores is generally about 3 years, and the rent is relatively high. Generally, the rent will rise from the third year. However, inviting investment in blocks is a long-term and sustainable work, which requires higher management level and economic strength of management companies. At this stage, the company does not have such management strength and energy, and it is impossible to bear it for a long time. Maybe the situation in Bandung will happen again.

Third, the investment time is long.

It takes a relatively long time for real estate enterprises to attract investment. From the establishment of commercial portfolio to the overall operation of the project, it can be divided into two stages: main stores and small and medium-sized stores. Because the main store determines the success or failure of the project, we must first determine the main store, and re-plan the layout of commercial formats and transform commercial facilities according to its requirements, but it takes a long time to attract investment; Small and medium-sized shops have little requirements for the transformation of commercial facilities after the establishment, so the investment promotion of small and medium-sized shops can be formally carried out after the main shops are determined. Of course, the project can register all kinds of small and medium-sized shops for investment consultation during the investment promotion period of the main shops.

Fourth, it is difficult to attract investment.

The main reasons for the difficulty in attracting investment are as follows:

1. The project has been completed, and the main store is not satisfied with the existing area and situation of the central shopping mall of the project, and the later renovation cost is high.

2. The period from project negotiation to main business renovation is long, which affects the settlement of small and medium-sized shops.

3. The investment promotion progress of functional divisions affects the decision-making of various stores. According to the reasonable functional zoning plan, entering the corresponding stores or service organizations smoothly can make the operation of various stores interactive, which is of great help to the project and the operation of each store. However, once a certain type of store or service organization can't recruit people, the service function of the whole project may not be ideal, especially when all kinds of main boutiques, restaurants or well-known stores (specialty stores) that can attract people can't get in, which will affect the overall operation.

4. It is the low publicity cost of the project that leads to the low popularity of the project in the business circle, and the inexperience of the management company that makes it more difficult to attract investment.

5. For the projects that are difficult to attract investment from the main stores, the best opportunity for attracting investment has passed, and it is necessary to conduct all-round investment as soon as possible.

Fifth, the technical requirements for investment promotion are high.

The high-tech requirements for attracting investment are mainly manifested in four aspects:

First of all, investors need to have rich knowledge of retail services. Merchants must be familiar with the categories and characteristics of goods or services, the principles of combination of goods or services, prices, product lines, real estate development, property management and other related basic knowledge; Master some basic principles of marketing, economics and management; Understand the laws and regulations related to leasing, consumption, products and sales.

Second, investment promotion personnel need to have strong investment promotion skills and negotiation ability. Because it is difficult to attract investment, some skills need to be used in the process of attracting investment, such as creating a hot situation in which many companies are stationed in some positions and so on. In the early stage of investment promotion, the investment promotion work of main stores was extremely difficult. After understanding the investment objectives, formulate the conditions and negotiation strategies to attract them to settle in, and strive to negotiate intentions and conditions with different main stores at the same time.

Third, we must have strong evaluation ability. The evaluation of tenants includes financial strength, business performance, business characteristics, registered capital, management ability of management, turnover and its growth rate, financial status, willingness to cooperate and other items, and is quantitatively evaluated according to certain standards to provide scientific data and reports for tenants' choice and decision.

Fourth, a reasonable investment promotion strategy is needed. The quality of investment promotion will affect the capital budget and investment promotion effect. Investment promotion strategy should meet the requirements of investment promotion planning, and formulate and implement investment promotion strategy around the market positioning, functional positioning and highlight design of the project to ensure less investment and high efficiency.

According to the above analysis, make the next work plan:

1.Complete the positioning of commercial format of investment promotion projects in mid-August;

The overall positioning is shopping center, including supermarket head office, department store and professional head office.

2. Complete the formulation of basic principles for project investment promotion before the end of August;

The first basic principle: commercial design and investment promotion first, then planning and design.

The second basic principle: to maintain the unified theme image and unified brand image of shopping centers, the unified conceptual design in advance is the foundation. Investment promotion should always pay attention to maintaining and managing the established business theme and brand image.

The third basic principle: the investment objectives of shopping centers should be different in function and form, and different formats should be complementary.

The fourth basic principle: the choice principle of shopping center business model.

The fifth basic principle: the principle of investment order. The principle that the core head office goes first and the auxiliary stores follow; The principle of attracting more people first, giving priority to retail shopping projects and supporting auxiliary projects.

The sixth basic principle: the investment promotion layout principle of the core head office is conducive to the overall layout of people entering the head office and facilitating the transfer from the head office to other areas. Channels are like blood vessels, so it is necessary to facilitate the flow of people.

The seventh basic principle: the principle of preferential investment for special merchants.

Article 8 Basic principles: The principle of releasing water and raising fish shall be adopted for lease operation.

Article 9 basic principle: unified investment promotion? "Management" should fully embody and emphasize the unified service for merchants.

Article 10 Basic Principles: Shopping centers should have a sound property service system, attach importance to knowledge management, and provide convenience for shopping center managers, contracted merchants and customers.

3. Complete the formulation of investment promotion strategy in early September;

Considering the different characteristics of brands such as head stores, sub-head stores and international famous brand stores, the company has formulated? Determine the main store first, and then fully attract investment? The basic strategy of. In the process of implementation, the main stores, international famous shops and restaurants should invite investment in advance, and others should be carried out later. In the division of investment promotion, self-operated investment promotion is the mainstay, supplemented by intermediary cooperation. Due to the limited resources of each consulting company, a number of commercial consulting companies can be entrusted to conduct block investment promotion at the same time to speed up the whole investment promotion process.

Under the guidance of this strategy, the investment team flexibly adjusts and implements the rent policy according to the actual situation. For example, according to the different needs of different types of tenants, tailor-made solutions are proposed for them; Reasonably arrange the floor position and mutual position of each tenant to make it relatively successful and mutually beneficial, rather than interfering with each other and weakening each other.

4. In mid-September, the investment promotion work was started:

Three objectives of commercial real estate investment:

1, attracting the attention of big businesses.

2. Attract brand suppliers to enter the market.

3. Make publicity for the opening of the business to attract consumers' attention.

When attracting large businesses to settle in for publicity, developers should adopt various publicity means: newspapers, professional.

Magazines and online media, I suggest that this project should not only pay attention to the publicity of the project itself, but also highlight the enterprise products.

Brand, for example, you can ask business experts to write monographs to promote, improve the grade of commercial real estate projects and shape good products.

Brand image, lay a good foundation for the follow-up business.

Television: attracting small and medium-sized retail investors

Newspapers and professional magazines: attracting investment for large enterprises.

We should pay special attention to the customer marketing model, and attracting investment by business is the best model. Reflected in the main store occupancy and grafting through them.

5. Organize and complete the data collection of investment promotion in early September;

Loushu, investment manual, framework terms, project plan, layout of each floor, statistical year mark, Shangqiu profile, project decoration standard, etc.

6. Determine the investment invitation mode and channel mode in early September:

Investment invitation method:

1. Entrust a professional investment consulting agency to invite investment for the project.

2. Establish your own investment team to attract investment.

Investment channel: 1. Local investment and 2. Foreign investment.

Investment invitation mode: 1. Project Expo II. Project meeting 3. Conference on economic and technological cooperation and exchange. Investment seminar 5. Network information release 6. Home visit.

7. Complete the establishment of the investment promotion team in early September;

The existing investment promotion human resources are far from being able to carry out investment promotion work. According to the needs of work, it is necessary to recruit people with business experience to join the investment promotion team of this project. According to the next work plan, there are 2 on-site employees and 6 external investment team members.

Complete the training of investment promotion team in mid-August and September;

According to the investment objective of the project, investors are trained in etiquette, business knowledge, retail development knowledge, commercial real estate knowledge, property management, lease contract, negotiation skills, investment principles and investment strategies, so that investors can work independently.

The overall positioning is shopping center, including supermarket head office, department store and professional head office.

In mid-September, learn about the needs and hobbies of major businesses and establish a database:

Three tasks should be done to attract large-scale external main business investment:

(1) Create a special big merchant database.

(2) Understand the site selection conditions and preferences

(3) Understand the corporate culture and management characteristics of large enterprises.

With Tenuto, the screening, classification, selection and grading of investment targets were completed in mid-September:

With the development of investment promotion, we will receive a lot of information, which requires us to analyze, screen, classify, brush and grade this information with professional eyes and specific data.

11.In mid-September, formulate the target enterprise's outreach investment schedule:

Attracting investment is a time-sensitive job. In the next step, our department will quantitatively allocate the investment promotion tasks of this property and formulate the investment promotion schedule.

Twelve. In late September, according to the needs of the expansion of large enterprises (major enterprises), the investment conditions were formulated:

Through the collection of information, fully understand the conditions for the expansion of large-scale main businesses, and formulate and adjust investment conditions at any time according to their requirements.

Thirteen. In mid-September, the management system of investment expenses for outreach was formulated:

Travel expenses, business reception expenses, publicity expenses, advertising expenses and investment promotion activities.

1, the investment task index is decomposed into people, and the cost is decomposed into people.

2. Pay attention to the use of key investment promotion and avoid piecemeal.

3. Focus on ensuring the salary and reward management of outstanding investment talents.

Fourteen. In mid-September, formulate the remuneration and incentive measures for investors in major target businesses:

Salaries and rewards of investment promotion personnel:

The backbone of investment promotion should reach a higher level of salary and income, and it is suggested that the company pay the employees of investment promotion (using the basic salary+floating salary model). The annual salary is determined according to the quality and quantity of investment promotion, and the investment promotion personnel are assessed according to the actual performance.

There is not enough incentive for investment promotion personnel, but also better restraint measures, mainly to control the quality of investment promotion and link it with the treatment of investment promotion personnel. For projects entrusted to the management team, it is even more necessary to stipulate the investment quality and acceptance criteria in the entrustment contract.

/kloc-in the last ten days of 0/5.9, according to the situation of outreach investment promotion, formulate investment promotion negotiation strategies and carry out substantive negotiations:

1. Determine the negotiation principles for investment promotion. Preparation for investment promotion negotiations. Composition of the negotiating team:

16. 10, according to the investment situation of the head office, start the investment promotion of the head office of the specialty store:

The traditional department store+supermarket model is not the best model for shopping centers, and professional flagship stores are playing an increasingly important role. For example, in the investment promotion of small and medium-sized businesses, Zhengzhou Carrefour uses customers' marketing ideas, uses the share of main stores and grafts through them. Or recruit well-known domestic chain retailers in specialty stores.

Seventeen. /kloc-at the end of 0/0, according to the investment situation of major stores, a table of investment promotion activities was made:

In the stage of comprehensive investment promotion, we should pay attention to investment promotion activities. Pay attention to the investment promotion experience of other projects in Shangqiu, systematically arrange the investment promotion activities of other main stores, and combine the late investment promotion with the preheating before opening.

Control and guarantee of investment quality;

According to my working experience in Yin Ji, I found many Yin Ji people as operation management teams, taking good positions as bait and taking kickbacks from suppliers. Therefore, we should monitor the investment results:

1. Control the quality of major shops and international famous shops. Without the promotion of the main stores, there will be no overall rent increase.

2. The division of labor of the investment promotion team is clear, and the investment promotion director manages the investment promotion in a unified way, which ensures the orderly progress of investment promotion through the clear division of labor of the team, thus improving the quality.

3. Through distance negotiation, most tenants entrust intermediary companies to attract investment, and leaders of major customers and developers such as major merchants and international brands come forward.

4. Strictly implement the scheme of determining the format first and then determining the price and location of investment promotion rent, and enhance the confidence of tenants by implementing the scientific format scheme.

5. Establish the Investment Promotion Supervision Department to supervise and supervise the whole investment promotion process.

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Chapter II: Monthly Work Summary of the Manager of China Merchants Department 1. Study hard and update your work concept at all times.

Pay attention to theoretical study, and learn the spirit of the Sixth Plenary Session of the xx CPC Central Committee and the spirit of the 12th provincial party congress. In the work, we should unify our thoughts and actions with the objectives and tasks set by the Party Congress, and condense our wisdom and enthusiasm with the deployment requirements made by the Party Congress. Through study, I deeply understand the guiding ideology and theme of the Party Congress, the connotation of our province taking the lead in realizing the basic modernization goal, and the goal orientation and work requirements put forward by the Party Congress for southern Jiangsu. When studying, we should closely combine the spirit of the party congress with the current work and do a good job in a down-to-earth manner. Promote construction by defining the economic construction objectives of our city? Hardware altar? Understand that only by firmly grasping the contradictions and problems in the economic operation of this town and helping enterprises solve problems and difficulties in time can we promote the steady and rapid economic development of this town and complete the annual goals and tasks.

Since the beginning of this year, the situation of attracting investment has undergone profound changes, the land index is tight, and the contradiction between supply and demand is very serious. The economic development of the surrounding areas is catching up with each other, and the regional advantages are neck and neck. How to build and publicize our core advantages and stand out from the fierce competition has become the top priority of our investment promotion work. This requires us to constantly pay attention to learning advanced investment methods and concepts in the investment promotion work. Only by constantly updating the concept of attracting investment can our work be fruitful. At work, I always try my best to learn from experienced business people. It further clarified the highlights of attracting foreign investment, the key points of introducing projects and the weak links of park construction in our town, and introduced the investment environment of Zhu Lin to the merchants. Vigorously enlarge and publicize the crossing advantages and location advantages of Jinxi Industrial Park, and don't talk about projects that pollute the environment and projects that don't conform to the national industrial policies, and truly put Scientific Outlook on Development into the investment promotion work.

Second, release? Honesty? Service runs through every detail of the work.

Match? Make friends first and then attract investment? Treat investors as their friends, use? Commitment, integrity? In principle, in line with this concept, I try my best to give full play to my service efficiency with enthusiasm in my work, so that no matter who and at what time, as long as the merchants are interested in visiting Zhu Lin, they will seriously and enthusiastically contact each other, and together with all the comrades in the investment promotion department, truly put friendship and integrity into concrete actions, and constantly get the praise of the merchants and get to know a group of friends.

Third, broaden the working ideas and make new breakthroughs in the way of attracting investment.

Investment promotion takes many forms. Since the beginning of this year, regardless of the original investment methods, we have learned from the investment experience of brother towns and development zones. Go out. Please come in? Combining, emancipating the mind, letting go of hands and feet, and carrying out all-round and multi-level investment promotion activities are another new breakthrough in the investment promotion work of our town this year. In addition to organizing and participating in investment promotion activities organized by Changzhou Municipal Government and Jintan Municipal Government, we have also hired investment promotion agents in service organizations in Shanghai, Shenzhen and Taiwan Province Province. In May, we organized an investment promotion group to visit Shenzhen and Hainan to attract investment. Some enterprises, issue? Some publicity materials have achieved good results. On the one hand, it publicized Jinxi Industrial Park, on the other hand, it made them understand the investment environment of Jintan, and achieved good results. Due to various forms of investment promotion, more project information has been obtained, and Taiwanese businessmen and foreign businessmen have come to inspect, creating a good atmosphere for investment promotion and collecting a number of project information sources.

Chapter III: Monthly work summary of the manager of China Merchants Department. Learn more about the shopping mall. There may be many unprepared problems in the process of attracting investment, so we should be flexible and put the interests of customers first. Investment promotion aims at win-win cooperation. If one of them has no interest, he will not decide to invest. Only when both sides have interests can negotiations be possible.

In the process of investment negotiation, we should have full confidence and speak with confidence. If customers ask questions, we should patiently explain their questions in detail, analyze the consumer groups in the local market and the current market share, as well as the advantages and prospects of our store, so as to establish confidence in our store. Try not to argue with customers head-on, and try to win customers' approval with flexible statements. Some customers will come to the mall for on-the-spot investigation, patiently communicate with customers and guide them, so that customers can clearly know how much benefits he will bring by investing in our mall.

In the process of negotiation, observe each other's reaction and fully understand each other's psychological needs. Don't give him too many choices at once, just provide him with several different places or different areas according to his needs, so that he can choose between several. Several customers are interested in letting the other party know the position they have chosen at the right time. More let him determine the correctness of his choice.

An important job in the preparation for the opening of shopping malls is to attract investment, but it is by no means just to attract investment. Investment promotion is only an important part of the preparation for opening. In the preparation for the opening of shopping malls, as important as attracting investment, there are market positioning, business planning, organizational construction, system construction, workflow design, employee recruitment and training, beautiful space environment, secondary business management, information system construction, corporate culture construction, corporate image promotion, marketing plan formulation, competitive strategy formulation and so on. We can imagine, if there is no clear business positioning, market positioning, product positioning, customer orientation, what goods do we know to recruit? What brand of goods are you looking for? What is the proportion structure of each category and variety? If there is no scientific store planning and reasonable product layout in the shopping mall, where are the brands and products we recruit? What is the relationship between varieties and brands in different floors and regions? Let's think again: Without a modern business management system, system and process design, how can we ensure the success of investment promotion, marketing, management, operation and service? Also, even if the investment is completed, how can the store be beautified? How to decorate the counter? How to display goods? Do you need training from grassroots salespeople to middle and senior management cadres? Whether to formulate and implement the opening ceremony plan and promotion plan, etc., is not just a matter of attracting investment!

Therefore, we say that the preparation for the opening of shopping malls is a systematic project, which must be comprehensively considered, designed, implemented and guaranteed. Therefore, to ensure the successful investment and opening of a shopping mall, we must do the following:

First, conduct sufficient market research, accurate market positioning and reasonable store layout;

Second, establish modern enterprise organization system, management system, system and process system;

Third, establish a management team and grass-roots employees with modern management consciousness, service consciousness, well-trained and clear positions;

4. Successfully recruited a number of brands and commodities that conform to business orientation, market orientation and customer orientation;

5. Strictly carry out the design, decoration and commodity display of brand counters, create a rich modern atmosphere of the store, and beautify the internal space environment of the store and the commercial environment of the mall;

6. Establish a set of commercial POS and MIS systems suitable for modern business management, modern business marketing and modern business services;

Seven, the establishment of modern business culture system, marketing system, formulate a series of marketing promotion strategy and opening promotion plan.

Only in this way can we truly realize the success of investment promotion and opening of shopping malls and truly ensure the future operation, management and service of shopping malls.

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