Entrepreneurial project planning template

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abstract

Please briefly describe the following:

1. Basic information of the project (project name, start-up time, main products/services, current progress. )

2. Main management personnel (name, gender, education background, graduation institution, graduation time, main experience. )

3. R&D (existing technical achievements and technical level, technical level of R&D team, competitiveness and foreign cooperation, invested funds and future investment plans)

4. Industry and market (industry history and prospect, market scale and development trend, industry competitors and competitive advantages of this project). )

5. Marketing strategy (measures taken in terms of price, promotion and establishment of sales network). )

6. Product production (production mode, production technology and quality control)

7. Financial plan (capital demand, use plan, shares to be sold, financial forecast for the next three years and investor returns). )

Project overview

Project name:

Start time:

Prepare registered capital:

Project progress: (explain the progress since the project started)

Major shareholder: (The list shows the name, amount, form, unit and contact number of the current shareholder. )

Organization: (represented by chart)

Main business: (the main business to be operated. )

Profit model: (explain the business profit model of this project in detail. )

Development strategy and business objectives for the next three years: (industry position, sales revenue, market share, product brand, etc.). ).)

Second management

2. 1 establishment of the board of directors of the company: (director, name, position, work unit, contact number)

2.2 Profile of senior management: Chairman, General Manager, Chief Technology Officer, Chief Marketing Officer and Chief Financial Officer (name, gender, age, education background, major, professional title, graduate school, telephone number, main experience and achievements, mainly explaining management experience and successful cases in this industry. )

2.3 Incentive and restraint mechanism: (What kind of incentive mechanism and measures will the company take for management and key personnel? )

3. Research and development

4. 1 Technical feasibility and maturity analysis of the project

4. 1.2 Discussion on technical innovation of the project

(1) Basic principles and key technical contents

(2) Technological innovation

4. 1.2 project maturity and reliability analysis

4.2 R&D performance and main technical competitors of the project: (Whether the products have been appraised by international and domestic industry authorities and institutions at all levels; Domestic and international situation, domestic and foreign competitors of the project in technology and product development, and measures taken by the project to improve competitiveness. )

4.3 Follow-up R&D plan: (Please explain the research and development focus of the project and the new products developed in the next three years to ensure product performance, product upgrade and maintain advanced technology level. )

4.4 R&D investment: (List the total investment in technical development of the project up to now, how much development funds are planned to be invested again, annual purchase of development equipment, personnel expenses and other development-related expenses. )

4.5 Technical resources and cooperation: (Whether to seek technical development support and cooperation for the existing technical resources and technical reserves of the project, such as universities and research institutes, etc. , if yes, please explain the mode of cooperation. )

4.6 Technical secrecy and incentive measures: (Please explain what technical secrecy measures and incentive mechanisms have been adopted for the project to ensure the safety of technical documents of the project and the stability of key technicians and technical teams. )

4. Industry and market

5. 1 industry status: (development history and status quo, which changes have a greater impact on product profits and profit margins, technical barriers, trade barriers, policy guidance and restrictions on entering the industry, etc. )

5.2 Market prospect and forecast: (Forecast the sales development of the whole industry, and indicate the data source or basis. )

5.3 Target market: (Please specify the main types of users targeted by the products/services. )

5.4 Main competitors: (explain the main competitors in the industry, mainly describe the competitors in the main sales market, their market share, competitive advantages and disadvantages)

5.5 market barriers: (Please explain whether there are any industry regulations on marketing, the difficulty for the company's products to enter the market and the countermeasures).

5.6 swot analysis: (Advantages and disadvantages, opportunities and threats faced by products/services compared with competitors)

5.7 sales forecast: (forecast the company's sales revenue and market share in the next three years)

Five marketing strategies

6. 1 price strategy: (composition of sales cost, basis for formulating sales price and discount policy)

6.2 Marketing strategy: (Please explain the strategies and implementation methods in establishing sales network, sales channels, advertising and promotion, setting up agents and distributors, after-sales service, etc.).

6.3 Incentive mechanism: (explain the strategies and methods of establishing a high-quality sales team, and what kind of incentive and restraint mechanism is adopted for sales staff)

6. Product production

7. 1 product production (whether the production mode of the product is self-produced or commissioned processing, production scale, production site, technological process, production equipment, quality management, raw material procurement and inventory management, etc.). )

7.2 Production staffing and management

7. Financial plan

9. 1 financing quantity and rights and interests of equity SMEs: (the number of venture capital participating in this project, other sources and quotas of funds, and the rights and interests of all investment participants of the company)

9.2 Use and plan of funds: (Please list the project implementation plan after the financing of small and medium-sized enterprises, including the progress, effect and start and end time of capital investment, etc. )

9.3 Return on investment: (explain the average annual return on investment of SMEs in the next 3 -5 years after financing and relevant basis. )

9.4 Financial forecast: (Please provide the balance sheet, income statement and cash flow statement of the project forecast for the next three years after the financing of small and medium-sized enterprises, and explain the basis for compiling the financial forecast data. )

Eight risks and countermeasures

1 1. 1 Main risks: (Please specify policy risk, R&D risk, operation and management risk, market risk, production risk, financial risk, exchange rate risk, dependence on key personnel of the project, etc. ).)

1 1.2 risk countermeasures: (If the above risks exist, please explain the control and prevention countermeasures. )