Unlocking International Joint Ventures

APPENDIX AGENERIC BUSINESS PLAN TABLE OF CONTENTS

Below is a generic business plan for a manufacturing company. It is provided as a reference – most companies and consulting firms will have a more complete template by industry

1. Executive Summary
2. IJV Overview
   1. Background Information
   2. IJV Vision and Mission
   3. IJV Scope of Services
   4. IJV’s Operating Objectives
   5. IJV’s Preparation Milestones
   6. IJV’s Shareholding Structure
   7. Investment Contributions
      1. Contributions from Each Party
      2. Valuation Mechanism
   8. Governance
      1. Overview of Governance Model
      2. Board of Directors
      3. Operating Management Committee
      4. TBD other Board Committee
      5. Key Management Roles
   9. Other Key Terms of the JV
      1. Exclusivity
      2. Obligations of Each Party
      3. Dispute Resolution
      4. Termination and Exit
      5. Other Key Terms
3. IJV’s Business Strategy and Implementation
   1. Target Scopes
   2. Target Industries
   3. Target Clients
   4. Target Regions
   5. Key Principles for IJV’s Go-to-Market Strategy
   6. IJV Competitive Analysis
4. IJV Operations and Implementation
   1. Sales and Marketing
   2. Sales Team
   3. IJV/Partner Interface and Cooperation
   4. Sales Restrictions
   5. Sales Targeting
   6. Sales Information
   7. Selectivity Process
   8. Work-in-Progress/Backlog Transition Plan
   9. Start-up Plan
   10. Marketing Plan
5. Operations
6. Finance
   1. Finance Organization
   2. Accounting Principles
   3. Governance/Compliance
   4. Accounting Policies
   5. Audit
   6. Systems
   7. Budgeting
   8. Reporting
7. Human Resources
8. Procurement
   1. Logistics
   2. Warehousing
   3. Automation Tools
   4. Documentation System
9. Compliance
10. Tax
11. Financial Forecast
    1. P&L Summary
    2. Revenue Forecast
    3. Cost Forecast
    4. Major ...