旅居商业计划书

旅居商业计划书（精选4篇）

篇1：旅居商业计划书

万科良渚文化村

长三角唯一可旅居之地

知道万科擅长做社区，但是这个与旅游及文化混搭的社区，万科到底会怎么做呢？

应该说，目前的良渚文化村或许是看到现在，在整个长三角地区都令人眼前一亮的“旅游+社区”模式。以旅游来说，良渚文化村先天条件就很好，基地内有5个湖泊、1条河流以及25座山。山体虽不高，但它们作为天然屏障，隔绝了市区的噪声与空气污染，形成了极佳的山居生活条件。人文方面，良渚同样底蕴深厚，当年良渚古城的发掘填补了中国科考史一千五百年的断代史。

在“社区”方面，这本来就是万科集团的拿手好戏，如今更是借着良渚这一有深厚底蕴的地方，把“社区”的概念玩到极致。良渚文化村不仅有10个别墅或者公寓楼盘，更重要的是有生活，菜市场、美食街相继开业，平时供人休憩的公园这里也一下修缮了3个，再加上依山而建的山里栈道，娱乐活动一些就变得丰富；此外，这里还有图书馆、小教堂，甚至还有个农场，提供新鲜可靠的有机蔬果。另外还有一点特别印象深刻，就是这里的环境，十足像极了欧式的小镇，尤其是那低密度的建筑和那些不造作，与群山契合度极高的绿化草坪，让人一踏入文化村就有一种油然而生的慢生活感，十分自在。

逛逛美丽洲公园，看看良渚博物馆

良渚文化村内有三个公园，白鹭湾公园、美丽洲公园、竹经茶语公园，最推荐的还是美丽洲公园。也许是因为良渚文化村是依山而建，白鹭湾公园内种的又是低矮植物，因此在空气与视野度开阔程度上，这里都让人有一种身心舒畅的感觉，再加上公园内的游人不多，更让人有难得的清静之感。

如果是对文化有兴趣或带着小孩一起来这儿，不妨就去公园里的良渚博物馆逛逛吧，它就在公园湖泊的旁边，形似一个“收藏珍宝的盒子”，由英国著名建筑师戴卫.奇普菲尔亲自操刀设计。博物馆内，除了有照片和文字可以让大家了解良渚文化外，这里还有3D电影和视频来直观呈现良渚的历史。

良渚文化村内还有一个大雄寺，一个美丽洲教堂，人称“万科竟然把配套设施做到了宗教层面上的原因”。美丽洲教堂由日本津岛建筑事务所设计，主体建筑呈“八”字，融合了中国传统“硬山”屋顶元素，但细节处又日式味十足，尤其是教堂内部，大量的原木与精致的氛围，让人忍不住立刻回想起多部日剧中男女主人公结婚的礼堂。美丽洲教堂不定期会有布道活动，有长者带着大家祷告。如果有幸赶上，不妨参与到这社区生活中去。

这里有最美的山林游步道

整个良渚度假村是依山而建，万科又在山中修缮里了游步道，因此闲散的时候，去山里散步就是很好的休闲方式。这里，给大家推荐一条最受游人喜欢的散步路线：从竹经茶语公园出发，沿良渚港这条小河的步道一直可以走，全长大约3公里多。这条步道最大的特色就是元素丰富，野趣足，同时坡道又很缓，哪怕是老人或小孩也能胜任。

五星级菜场和食街让人喜欢得不得了

喜欢旅游的行家都信奉这么一句话，“想了解一个地方的真实情况，就去它的集市转转”。没想到这句话放在良渚文化村也一样适用。这里不仅有一条美食街，还有一个菜市场，地方虽都不大，但也有逛头。菜场名叫“玉鸟菜场”，从外表看就能看出它的与众不同，居然是一幢古典建筑的外观，气势十足。走进去，差异更是明显，没有湿哒哒的地面和脏兮兮的菜堆，也没有嘈杂的吆喝声，甚至空气里都没有鱼腥味。整个菜场整洁漂亮得如同精心设计的展台，瓜红菜绿整齐摆放。摊位负责人统一干净的着装，更显得与其他菜场不同。这个菜场开业没过久就被成为“五星级菜场”，甚至吸引了很多人过来参观。

逛完了菜场，另一个很有逛头的地方就是和菜场相连的良渚食街。每每到了饭点，良渚食街上还是挤满了客人，有附近懒得烧饭的居民，也有特地从杭州市区过来体验的当地人，生意不错。良渚食街的环境很整洁，8家美食小铺就在两排楼内联通，同一屋檐下，哪怕是下雨天也不用会淋湿身体，如果是晴天，那就推荐去中庭的露天餐位，晒晒太阳，吹吹微风，感觉不要太惬意哦；整条食街上都有WIFI覆盖，等餐的时候还能发条微博，实在让人觉得贴心。

篇2：旅居商业计划书

（本制度自2017年10月1日起执行）

一：旅居顾问出团前准备工作

1、旅居顾问出团前应认真准备和阅读团队文件，了解、研究带团文件中涉及的问题，向负责操作该团的旅居部负责人了解详细情况。

2、全陪旅居顾问出团前应与地接旅居顾问，司机、客源单位进行电话沟通，核实团队情况。地接旅居顾问领到计划单后，与全陪打电话核对人数，并提示：××旅游目的地天气温度，穿什么衣服。

3、旅居顾问出团前应查阅团队游览涉及的相关资料，丰富讲解内容。

4、旅居顾问出团前应认真参加出团说明会，对重点内容要做记录，不清楚问题要及时提问。

5、新旅居顾问带团前，应向熟悉此条线路的老员工请教，老员工有责任和义务帮助新员工做好出团准备。

6、旅居顾问出团前领取团费时要认真清点并妥善保管，领取带团物品要过数，旅居顾问在出团前应和操作人员沟通好所有的带团工作细节，检查所有应配备的签单、介绍信、派团单等，如有遗漏现象，追究相关人员的责任并全额赔偿所产生的损失。

带团必带的东西有：旅居顾问旗，旅居顾问工作牌，话筒，确认件，计划单，派团单，介绍信，意见卡。二：旅居顾问地接团服务

1、旅居顾问的带团表现是代表公司的对外形象，在工作期间，应严格按照标准的服务程序完成各项服务工作，处理好组团社、公司及客人之间的关系，维护公司经济利益不受到损害。

2、旅居顾问应按公司指定接人地点：火车团在出站口接人；飞机团在机场出口；自带车团在高速路出口处接车；接站时应举接站牌或旅居顾问旗接团，接到客人后要热情地表示问候，向他们介绍自己和旅行社，并告诉与自己联络的办法；致欢迎词要热情、介绍讲解要详尽要给客人及全陪留下好的第一印象；向客人告知行程和用餐的安排，及第二天早上集合的地点和时间。

3、主动与全陪核对人数和行程，人数如有变动，行程和公司行程单上不一致要及时与公司旅居部负责人电话联系；

4、出发前召集客人，检查是否有客人遗漏。景区游览时一定说清集合地点、时间、及时清点人数，避免发生客人走失；沿途向客人讲解自然风光、风土人情、名胜古迹、经典故事，及当地经济建设等情况，以给客人留下难以忘怀的印象。到景点游玩时要随时清点人数，到商场购物时，要提醒客人购买随意，不能让客人有被强制购物的感觉。

5、旅居顾问在带团中须严格按照行程单计划执行，未经客人全体人员允许不得擅自增加、减少、更改旅游项目，加点需由全体客人签字同意并报知公司。

6、将客人接到宾馆，协助他们登记，安排好客房，提前告知客人宾馆前台的电话号码，并检查行李是否安全地送入客房，告诉客人午餐或晚餐的时间和地点： a)安排中餐或晚餐。晚间客人要自由活动时，要提醒客人注意安全，并向客人介绍周围的娱乐场所和应注意的问题，告诉客人早点返回宾馆。

b)离开宾馆前，要提醒客人交长途电话费和其他费用并仔细检查行李是否带齐

c)在遇到意想不到的问题时，旅居顾问要保持冷静，能自行解决的则应当机立断，妥善处理；一时无法处理的，要及时向公司业务部负责人汇报，待得到指示再行解决。及时处理并应配合公司作好客人的安抚工作。

7、按公司要求送客：火车团送进火车站候车室；飞机团送至安检口；自带车团送至高速路。送团前要致欢送辞，祝福客人一路平安，并希望他们指出宝贵意见，欢迎他们下次再来游览观光或度假。

8、旅居顾问必须让客人填写游客意见单，如未填写意见卡则旅居顾问补助不予发放，且团队回去后招致组团社投诉质量问题，所扣款项由旅居顾问个人全权承担。

三：带团与财务有关的注意事项：

1、出团前一定要仔细检查旅居部负责人提供的各景点购买门票所须的组团社确认件，介绍信，团队行程表，旅居顾问派团单，如果因所带物件不齐全所造成无法开具门票返单造成的损失一概由旅居顾问个人承担。

2、旅居顾问在门票站开具返单时候要检查几下几个方面：1：人数2：日期3：公司名称，旅居顾问有对返单进行审核的义务，如果因门票站工作人员笔误返单无法兑现，造成公司损失由旅居顾问个人承担。

3、公司对景区、宾馆、饭店的签单，在挂帐单位一概是写我们所需要挂帐的单位名称，即宾馆或车队的单位名称，在签单上务必做到注明以下几个要点：签单日期，公司团号，具体用车（餐）日期，每人的签单金额，旅居顾问签名。

4、现付部分：

①车费：如果是现付车费的团队，除了要求司机提供合格的车费发票外，还必须要司机手写一份收据回公司报账，如果无收据的团队财务一概拒绝报账。

②房费和餐费：旅居部负责人无注明不开具发票的酒店、餐厅，旅居顾问一概要按照行程单上所标注的金额发票带回公司报账，如果旅居部负责人在计划单上注明某酒店、餐厅不开发票，则旅居顾问人员需要提供酒店的收条以便回财务报账。

四：公司旅居顾问人员的义务

1、公司旅居顾问必须以保证团队质量为第一要素，同时时刻维护公司的利益，正确处理公司利益和个人利益的冲突出所。

2、公司旅居顾问必须正确处理团队中投诉现象，提前打好房、餐、车的预防针，如团队因为房、餐、车等问题出现投诉，必须积极处理，旅居顾问人员一样承担连带责任。

3、旅居顾问人员必须时刻了解外部竞争对手的情况，有义务及时将情况反映给公司相关人员，表现突出将得到相应奖励。

4、旅居顾问人员带团中必须严格按照计划书执行，出现实际问题直接向旅居部负责人经理汇报，得到指示后方可操作，绝对不允许擅自做主。

5、专职旅居顾问未经公司批准不得在外带团。

6、专职旅居顾问人员应保持通讯工具的畅通，尤其带团期间不得出现欠费、关机现象，一旦出现此类情况罚款100元。

五：旅居顾问报账制度

1、旅居顾问报账时必须根据计划和票据填写旅居顾问报账单，经旅居部负责人审核后签字交由财务复审后方可报账，如出现以下情况不允许报账：有大发票而以小发票报账；实际支出款项与计划书标明款项不符合、同时未取得旅居部负责人经理同意的；未在公司规定餐厅用餐并未取得旅居部负责人经理同意的；没有按照公司规定回收往返大交通的；

2、旅居顾问每次带团从公司领取相应单据必须在公司签字、报账时应即时交回财务，不得任何遗漏，出现丢失将交纳风险金以防止可能出现的后果；

3、无特殊原因必须在团队结束后三天内结束报账工作，特殊原因须取得总经理同意后方可后延或先采取传真方式，后补报账单和票据，否则将处以罚款100~300元；

4、公司鼓励旅居顾问在保证团队质量的前提下为公司节约成本，创造效益，凡节约费用旅居顾问可提取1/3作为奖励，提取时间为团队团款收回之后；

5、带团天数的计算办法：旅居顾问费按次计算：每出一趟团计算；

6、旅居顾问报账按实际报销，如有多报销门票，房费，导服费等除退回公司多报部分外，再乘以3倍罚款上缴公司。即发现多报100元，最后实退公司为：100+100×3＝400元。

六：奖罚制度 每得一封表扬信带团旅居顾问奖励10元；有组团社指定带团的奖励每次30元；期间如有投诉、挑团、无质量反馈单或反馈单做假、不按时报帐等现象，一次停团两趟；二次停团两个月，通报批评；三次予以开除。

七：旅居顾问人员办公室管理

1、公司旅居顾问人员没有带团情况下，必须严格遵守公司上下班制度，不许迟到早退。

2、旅居顾问人员带团回来错过休星期天，可以补息一天，但必须提前告知旅居部负责人以上领导。

篇3：旅居商业计划书

联盟筹备期间，委员会秘书处重点开展了以下工作。

一是与中国标准化研究院、中国老龄科学研究中心合作开展《旅居养老服务质量规范》标准制定工作。在此期间，委员会多次召开研讨会、座谈会，听取企业意见，对标准内容进行反复梳理，确保了标准内容与企业发展需求相符合。维拓设计集团、逸和源颐养中心、北京乐老汇养老服务有限公司、长沙市康乃馨老年呵护中心、北京夕阳红旅行社等企业，在标准起草阶段，对委员会工作予以了大力支持。

二是以《旅居养老服务质量规范》标准要求为指导，在全国范围内对符合标准要求的旅居养老服务企业进行考察。委员会工作人员先后前往全国23个省、市、自治区的多个旅居养老项目进行调研走访，并与来自北京、天津、上海、重庆山东青岛、烟台、浙江嘉兴、千岛湖、广东深圳、河源、贵州贵阳等地的40余家养老服务机构达成合作意向，通过联盟平台共同开展旅居养老服务工作。

三是加强与老年团体合作，积极拓展老人会员发展渠道。当前旅居养老市场刚刚兴起，老年人与从业企业之间存在信息不对称、市场服务不规范等问题，制约了旅居养老产业的发展。为此，委员会发挥自身优势，加强了与老干部活动中心、老年大学等机关团体的合作，提出了“创龄生活”这一旅居养老新概念。通过与老年大学课程的结合，设计不同的旅居养老主题，让老人在养生、旅游的同时，学习历史、文化、养生、保健、理财等感兴趣的知识。同时还可以为老人在这个圈子里继续提供为他人服务的机会，最大化的实现自我价值。未来，委员会还将联合全国老年大学、老年团体，共同成立“全国老龄大学联盟”，建立老年数据库体系，为老年消费者和旅居养老服务企业之间搭建诚信、安全、便捷的旅居养老服务平台。最后，于贵红谈到：通过上述工作，中国旅居养老产业联盟的前期筹备事宜已基本完成，今天举行这次筹备会议，主要是希望各位代表作为联盟发起成员，对联盟章程、经费使用、运营管理以及联盟成立大会的具体事宜发表意见，为联盟成立后更好的服务企业、服务消费者打下良好基础。

听取了于贵红的介绍后，企业代表们纷纷发言，对联盟成立阶段面临的各项问题提出了众多意见建议。企业家们表示：现在，随着老年人生活习惯的改变，旅居养老这一新型养老模式正悄然兴起，很多从事养老服务工作的企业都开始了对于旅居养老服务工作的探索，但每家企业都有自己的圈子和运营模式，企业之间难以开展合作。同时，旅居养老行业正处于起步阶段，单打独斗的发展模式很难成功，在这个时期，养老企业一定要统一思想、协同发展，才能把旅居养老工作做大做好。现在，中国老龄产业协会老年宜居养生委员会能够牵头，组建中国旅居养老产业联盟，对于企业发展来说是件大好事，通过中国旅居养老产业联盟这一品牌可以更快的为企业与消费者建立互信，吸引消费者通过这一平台购买相关服务，从而帮助企业更好的发展。同时企业也应该自觉以联盟平台的相关标准为指导，统一思想，严格管理，提升服务质量，从而树立联盟平台的良好口碑。有企业家指出：组建旅居养老产业联盟，不是一两家企业可以办到的，希望老年宜居养生委员会作为主管单位，在联盟平台搭建过程中，做好发展规划和企业协调等工作，特别是要把运营模式、商业模式、盈利模式等关乎企业生存发展的事宜设计好，有了好的模式，才能吸引更多企业参与进来。

在听取了企业代表的发言后，中国老龄产业协会副秘书长宋巨明谈到：当前，我国正面临着发展与养老的双重压力，国家层面非常关注老龄产业的发展，出台了多项政策对老龄产业发展予以支持，这也吸引了大量企业开始关注并积极投身老龄产业建设。而我国老龄产业尚处于起步阶段，提升养老服务业水平需要政府和企业的共同努力才能完成。此次搭建旅居养老产业联盟，是“政府搭台，企业唱戏”的一种全新尝试。希望通过政府引导，企业参与的形式，把联盟平台打造成为政府与企业、企业与企业、企业与消费者之间的信息交流、产品展示平台。并且联盟平台还将承担会员企业产品推广，消费者输送等功能。宋巨明强调：旅居养老服务市场巨大，未来联盟平台还将引入金融、保险产品。设计专门的投融资产品帮助旅居养老服务机构更好的发展，为消费者提供旅居养老保险产品，解决企业和消费者的后顾之忧，使消费者真正享受到“尊严养老”的服务体验。同时，联盟还将及时了解旅居养老市场发展动向，通过大数据分析，进行产业研究、再以研讨会、沙龙、论坛等活动，为联盟成员的发展提供指导，帮助企业解决发展中遇到的实际问题，为企业的发展保驾护航。

点卡平台 点卡回收

篇4：商业计划书－英文商业计划书通用

BUSINESS PLAN

Billion Team International Investment Ltd.

Unit I 3/F

Good Harvest Ctr 33 On Chuen St. Fanling

Hongkong

0852 26826421

(86)027 87389766

[Your Name]

[DATE]

TABLE OF CONTENTS

Executive Summary..........................

Management..................................

[Company] History...........................

[Product/Service] Description.............

Objectives..................................

Competitors................................

Competitive Advantages...................

Innovation..................................

Pricing..................................

Specific Markets..................................

Growth Strategy....................................

Market Size and Share..........................

Targeting New Markets.......................

Location..................................

Manufacturing Plan................................

Research & Development......................

Historical Financial Data........................

Proforma Financial Data.........................

Proforma Balance Sheet.........................

Cost Control..................................

Effects of Loan or Investment...............

Attachments..................................

Executive Summary

[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions:

[Startup, growth] opportunities exist in [Product/Service].

The need for use of efficient distribution and financial methods in these overlooked markets.

[I/We] have several customers who are willing to place large [orders,contracts] within the next three months.

Several other prospective [customers/clients] have expressed serious interest in doing business within six months.

[I/We] previously owned a company that was active in the widget markets.Over the past few years I spent much time studying ways to improve overall performance and increase profits.This plan is a result of that study.

The basic components of this plan are:

1. Competitive pricing

2. Expand the markets

3. Increased advertising

4. Lower our unit costs,

5. Thereby achieving higher profits.

1. Sign contracts

2. Increased advertising

3. Increase office staff

To this end, [I/we] need investment from private individuals and/or companies.A total of $XXX is being raised which will be used to finance working capital, plant and equipment.The company will be incorporated and common stock issued to investors.&nb

sp;The company will be run as a [proprietorship, partnership, corporation].

Financial Goals

Year 1

Year 2

Year 3

Sales

$1,000,000

$1,400,000

$1,600,000

Net Income

$25,000

$250,000

$375,000

Earnings per share

.01

.12

.14

Management

[Name]

[Title]

[Experience]

Sales growth from zero to $1,000,000 in five years.

Led market in market share - 30%.

Formulated advertising budgets & campaigns.

Pioneered new distribution channels.

Established national sales force.

Established national repair & service centers.

Brought new and innovative products to the market.

Designed point-of-purchase materials.

[Education}

University of Boston

Boston, MA

B.A. - Computer Sciences

Short Biographies

President

John Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990.Mr.Doe was the founder and Chief Executive Officer of the original operating company known as Random Excess, Inc.He has had experience in the widget field with his own firm, John Doe Co., of Oshkosh (Wisconsin), from 1980 to 1987.This firm was sold to FatCat Widgets, Inc.in 1987.Mr.Doe has held a sales position with U S West Inc.since then.Mr.Doe graduated from the University of Colorado in 1981 with a bachelor’s degree in philosophy.Mr.Doe is employed by the Company on a full-time basis.

Chief Financial Officer

Richard Roe, CPA, Chief Financial Officer, Treasurer and Director.Mr.Roe joined Random Excess, Inc.in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989.Mr.Roe was appointed Treasurer and a Director in July 1990.He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988.Mr.Roe graduated from Metropolitan State College in Denver, Colorado in 1976 with a bachelor’s degree in accounting.Since 1979 he has been licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants.Mr.Roe is employed by the Company on a full-time basis.

Vice President

Joe Dokes, Secretary, Executive Vice President and Director.Mr. Dokes supervises the company’s sales and implementations to its largest corporate customers, including US West, Great West Life Insurance, etc.Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Ope

rations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990.He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department.From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc.From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50.Mr.Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982.He did not receive a degree from either university.Mr.Dokes is employed by the Company on a full-time basis.

Vice President

Sally Seaugh Vice President of Marketing.Ms.Seaugh has been the Company’s Vice President of Marketing since November 1988.From September 1986 to October 1988 she was involved in business development and marketing for United Bank of Aurora (Colorado).From February 1980 to August 1986 she was self-employed as an independent oil and gas landman.Ms.Seaugh graduated from the University of Denver in 1974 with a bachelor’s degree in Education.She is employed by the Company on a full-time basis.

Responsibilities

John Q. Doe, Chief Executive Officer - Responsible for entire operation.Oversees management function and all other executives.

Salary - $60,000.

Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations.Salary - $40,000

Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.

Salary - $35,000

Sally Seaugh Vice President of Marketing.Responsible for marketing, human resources and training.

Salary - $30,000.

Total Executive Compensation

$165,000.

[This Page is for an Organization Chart, if applicable.]

[Company] History

In [Month, Year] [I/we] formed a [Product/Service] company that manufactured start-of-the-art complex widgetry.This company was located in [City, State].[I/we] formed this company as a [proprietorship, partnership, corporation].Others involved in this business were: [names].

The main goal of this company was to [explain].

Financing was arranged through [home equity loans, savings, venture capital, friends and family, etc.] [Explain terms, rates and ability to repay.]

This venture was very successful in generating and increasing sales, but was not effective in achieving profitability.The main reason for this was the amount

of actual overhead experienced.This overhead was not initially anticipated by me at the beginning of that venture.Items including credit checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected.With this level of overhead, it was mathematically impossible to achieve profitability.

or:

This venture was very successful in generating and increasing sales, as well as effective in achieving profitability.This was due to the following reasons:

[Reason 1}

[Reason 2]

[Reason 3]

OR:

[My Company] was recently conceived and is still in the beginning stages.To this point the following has been accomplished:

§A team consisting of [list names and primary responsibility. (i.e John Doe - Marketing) has been formed.

§A prospective [customer/client] list has been drawn up.

§Strategy meetings are being held every Monday, Wednesday and Friday evenings.

§This business plan has been drawn up.

[Now link the past to the future - why a former company will lead into this one or how your present company and history will lead into any future plans.A short paragraph should suffice.]

We are now able to adequately address the markets we have targeted.We have adjusted our staff, redirected our advertising and sales force, and have added the products necessary to meet the needs and expectations of our customers.

[Product/Service] Description

[My Company] intends to offer [product/service].This [product/service] offers our customers the best possible solution as it:

§Offers the lowest price on the market

§Is the most technically advanced

§Offers more useful features

§Saves them time and money

§Offers our users better value per dollar spent

§Provides an alternative way to achieve a similar task.

§Provides a service which is not presently available in this area.

§Is strengthened by a team with combined experience of XX years.

§Saves them time and money

§Provides an alternative, cost effective way for them to realize a similar goal.

We have a [copyright, service mark, trademark] or [exclusive agency, marketing rights] for this [product/service].This agency will last until XXX at which time it may be extended for XX years or terminated.This agency agreement is cancelable upon XX days written notice.

The [product/service] has a useful life of XX y

ears.To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation:

1. Overnight delivery

2. Cold storage

3. Incorporate preservatives

4. Shipment within two weeks to distributors.

5. Specially padded boxcars.

Even though the technology used to create this product is new, we expect that others will be able to substantially reproduce our patented results within XX years.To remain on the leading edge of this product, we will need to devote approximately XX% of revenues toward research and development.Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense.Our manufacturing plan has considered this.

[If general service to be offered is not obvious, such as carpet cleaning, sales rep, lawn care, consulting, etc.explain what service is.Then give a detailed description of your particular service and its uniqueness.]

Short Examples:

1. Our carpet cleaning machinery is state-of-the-art.

2. Our consulting practice will address these specialized areas: [list]

3. We will only rep these specific product lines. [list]

Even though at this time our expertise is unique in the marketplace, we expect advances to be made and competitors to arise and offer similar services.We will meet this challenge by:

1. Hiring staff specialized in these new areas.

2. Increase our continuing education and training expense.

3. Adding complementary lines.

4. Make regular investments in new equipment.

Objectives

Long Term

[My Company] believes very strongly in technical, financial, business and moral excellence.To secure a stable future for all those connected with [My Company] we have set the following long term goals:

Present market is estimated at $XXX.Our goal for market share is XX%.

We want to be considered by our peers to be the market leader in sales as evidenced by:

Trade industry awards

High end of scale in financial ratios

Major market share

Technical excellence (awards, honors, etc.)

Community involvement (Rotary, United Way, etc.)

Short Term

Market share goals -

1. First YearXX%

2. Second YearXX%

3. Third Year XX%

4. Fourth YearXX%

[Decrease, Maintain] costs through acquisition of new plant and equipment. Increase productivity by investing in employee training and education.

1. Budget for complete computer training for appropriate applications.

2. Set up, Maintain] emplo

yee benefit program for continuing college education.

3. Budget for necessary seminars and/or continuing job-specific education.

4. Maintain state-of-the-art accounting system for careful tracking.

5. Monthly reports on financial status vis-a-vis the industry.

6. Aggressive recruitment of the best technical staff in the industry.

7. Support company involvement in various local and national charity events.

Competitors

Name

Address

City, State

Strengths:

§Location - next door to supplier factory, on major artery, close to terminal, etc.

§Pricing - Low cost producer, known for aggressive pricing policy.

§Delivery - ships overnight to anywhere in the world.

§Management - Everyone has an MBA from Harvard.

Weaknesses

§Service - takes more than 3 months to receive spare parts.

§Dedication - If it’s sunny, they’re on the golf course or ski slope.

§Machinery - Slowly approaching obsolescence unlessreplaced within six months.

§Overhead - Spend lavishly on corporate dining room, limousines and champagne.

Competitive Advantages

The distinctive competitive advantages which [My Company] brings to this market are:

Experience in this market.[I/we] have XXX years of hands-on experience in this industry.

Sophistication in finance and distribution.This results in my being the low cost supplier in these price sensitive markets.

The philosophy of [My Company] is to price not just according to our costs, but also according to what the market will pay.

Our targeted minimum gross profit margin for a categorymust be XX%.

By pricing to the market, [I/we] will achieve higher sales and therefore increase my buying power.As the amounts of my purchases increase, my per unit costs of shipping decrease and [I/we] will achieve higher discount levels from my suppliers. Through these economies of scale, many items currently on the market can be sold with lower prices, yet a higher net profit.

Product pricing will include a range of quantity discounts as well as an early payment discount.

Rather than being strictly regional, [I/we] will expand into the national market.

To control foreign exchange risks, [I/we] will monitor the markets and hedge accordingly.[I/we] will also use overseas bank accounts.

With those companies with which [I/we] have established a relationship or are known to be financially secure, [I/we] will work on a pre-pay basis.This allows me greater discounts.

A level and policy of Capitalization that will allow

me to fully address the respective markets with comprehensive marketing and customer service plans.

By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.

A quarterly direct mail campaign directed at both current customers and prospective new customers consisting of an informative newsletter.

A toll-free national 800 number will be used for customer orders and inquiries.

[I/we] will print complete four-color catalogs on a yearly basis.Price lists will be updated as needed.[I/we] intend to be aggressive in trade magazine advertising.

Consideration will also be given to attending trade shows around the country.

With this level of capitalization, should an unexpected downturn occur, [I/we] will be able to continue operations on a positive scale.

Innovation.[I/we] have a history of innovative ideas.

[List your most meaningful ideas and any new ideas you have for the future.]

The distinctive competitive advantages which [My Company] brings to this market are:

Experience in this market.[I/we] have XX years of hands on experience in this industry.

Sophistication in management and finance.We are able to run an efficient and lean structure, yet still provide quality service to our clients and customers.

Because of the nature of this industry, we will be able to rent office space in more moderately priced buildings.

As a unique service company, we will be able to keep our margins high, allowing us to provide internal financing for growth possibilities.

A level and policy of Capitalization that will allow [me/us] to fully address the respective markets with comprehensive marketing and customer service plans.

By keeping my overhead low, [I/we] will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.

Our initial marketing campaign will allow us to book a sufficient amount of business so that we can implement our telephone customer service support program.

Innovation

[I/we] have a history of innovative ideas.

[List your most meaningful ideas and any new ideas you have for the future.]

Summary

Through [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby increasing the amount of profit to be retained in the business.Because of our pricing policy, more people will purchase our merchandise thus increasing the size of the market and we will be increasing our market share.What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques.This will allow us the following options:

§increase service

§

increase advertising

§reduce prices

§ increase profits

§ increase selection

Through [my,our] leadership, [I,we] will be able to reduce overhead as a percentage of sales thereby ncreasing the amount of profit to be retained in the business.What [My Company] proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques.This will allow us the following options:

§increase customer service

§increase advertising expenditures

§increase profits

§increase selection of services offered

This plan will give us tremendous flexibility to use any of these options or a mix of them to effectively attack our target markets and meet our long term goals.This combination of experience, sophistication, capitalization and innovation will assist [My Company] as it strives to reach its sales, profit and return objectives.

Pricing

Before [I/we] set the price for my complex widgets, [I/we] determined on a unit basis what my costs were going to be.[I/we] then determined what the market price was for the normal widget.At this price it was determined that for all but the lowest sales projections, this product would turn a profit at this price.However, since our complex widgets offer additional features, we felt that we could price it approximately 50% above simple widgets.

To test this price, we called a database of 50 large users of simple widgets.We first questioned them about the desirability of our extra features and then asked them directly if this price would be acceptable if such a product were available.We found that 75% of those polled would be interested in this product.Of this 75%, we received 10 firm orders representing approximately 30% of this group.

OR:

We have determined that the market price is $ XX per unit.This will equal a margin of XX%.

OR:

Our unit cost has been figured at $XX.We need a margin of XX% to pay our overhead and earn a sufficient profit.Therefore, our selling price will be $XX.

Before [I/we] set the price for our [service], [I/we] forecast what our fixed monthly costs were going to be.[I/we] then determined what the market rate for comparable services were.At this rate it was determined that for all but the lowest billing projections, this [Service] would turn a profit at this rate.

[Optional, if applicable]

However, since our service is unique and demands a higher level of expertise, we felt that we should bill above othe

r comparable rates.

Specific Markets

Market #1

General History

The first widget was introduced into the market in 1036.Widgets remained much as the original production until well into the 20th century when computer modeling showed that there could be some enhancements made to the basic widget.The market for widgets has been generally steady with market growth closely following the typical population growth.At this time there are approximately 1,500 companies worldwide making comparable simple widgets.

Lawn care companies have enjoyed a period of steady growth over the past twenty years.This demand is due to many factors, not the least of which is the advance of lawn care technology.In our proposed marketing area, there are 25 lawn care services.

Entry Strategy

Our widget has been designed by the latest in computer aided design.We are able to manufacture our complex widgets on computer driven assembly lines using the latest in robotics manufacturing.This gives us a tremendous price advantage.

We intend to market our complex widget through all the normal channels available to simple widgets.These include retail, wholesale, and OEM.To penetrate this market efficiently and swiftly, we intend to initially use commission sales representatives strategically located throughout the USA.We also will start a national advertising campaign targeting the end user in various national publications and on national TV commercials.

Our sales representatives will be chosen based on their own experience in the marketplace.It is our intention to hire the best and the brightest among those currently available.Our marketing tests included many of the reps we initially would like to hire.

Over the past few years, we have noticed an increase in demand for full lawn care services - not just grass cutting and snow removal.Our computerized office allows us to track our clients needs and schedule house calls on one hours notice.

We intend to attack this market very aggressively through the use of:

1. A pool of 10 telemarketers.

2. House-to-house visits to neighbors of present clients.

3. Advertisements in upscale magazines.

4. Radio advertisements on weekends.

5. Sales calls on real estate management companies.

As we are offering a unique service, informing the public of our capabilities is of utmost importance.

Growth Strategy

After having successfully introduced the complex widget into the American market, our expansion will be in two separate areas: increasing sales in the USA and enter

ing various foreign markets.

After we have reached our first year sales goals, we intend to offer our sales reps the opportunity to sell our products exclusively by joining our company.We expect that a small percentage will desire to remain independent and these will have to be replaced with our own sales force.We intend to develop further sales reps from within by hiring and training them in our own sales methods.We will increase national advertising and begin targeting smaller accounts and specialty outlets.Additionally, we will conduct in house seminars for various OEM’s demonstrating how the inclusion of complex widgetry into their own products will increase the value of their products.

After having successfully completed this entry phase into this market in the geographical are we have chosen, we will then expand our market by doing the following:

1. Expand telemarketing pool to 20.

2. Increase number of direct sales reps.

3. Expand into neighboring cities.

Market Size and Share

The American market for [product/service] is estimated at $8 Billion annual sales based on data furnished by XYZ Survey.We estimate that we can achieve XX% market share within XX years.

Marketing data for other markets is in the process of collection.

Other Markets

Use the same format for additional markets.

Targeting New Markets

To continue our growth, we will be using the following methods to expand our markets and to increase our new areas of doing business:

§Customer contact - find out their needs

§Look for complementary products

§Trade shows

§World Trade Center “Network”

§U.S. Government trade leads

§State Government trade leads

§On-line computer prospecting and qualification(DIALOG, D&B, etc.)

§Market surveys

§Research & development

Location

RETAIL EXAMPLE:

This business will be operated at 123 Any Street.This location is desirable because:

1. The traffic flow has been rated at high.

2. The rent is below market

3. The building has the necessary facilities to operate this business.

4. The location is convenient for our customers.

We are renting this building on a XX year lease.We will have renovations costing $XXX based upon three estimates.The building is zoned R-3, commercial use.

OTHER SAMPLE:

This business will be operated at 123 Any Street.This location is desirable because:

1. The building is structurally compatible for our use.

2. The rent is below market