政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/54439
English  |  正體中文  |  简体中文  |  Post-Print筆數 : 27 |  Items with full text/Total items : 113869/144892 (79%)
Visitors : 51900691      Online Users : 392
RC Version 6.0 © Powered By DSPACE, MIT. Enhanced by NTU Library IR team.
Scope Tips:
  • please add "double quotation mark" for query phrases to get precise results
  • please goto advance search for comprehansive author search
    •  Adv. Search
    Home ‧ Login ‧ Upload ‧ Help ‧ About ‧ Administer Goto mobile version
    政大典藏 > College of Commerce > International MBA > Theses >  Item 140.119/54439


    Please use this identifier to cite or link to this item: https://nccur.lib.nccu.edu.tw/handle/140.119/54439


    Title: 營運企劃書--老年人口理財教育行銷公司
    Business Plan–A company providing financial management education for aged population
    Authors: 陳禎祥
    Chen, Johnson
    Contributors: 吳文傑
    Wu, Jack
    陳禎祥
    Chen, Johnson
    Keywords: 營運企劃書--老年人口理財教育行銷公司
    老年人口
    理財教育
    老年人口理財教育行銷公司
    Business Plan–A company providing financial management education for aged population
    aged population
    financial management education
    Business Plan
    Date: 2011
    Issue Date: 2012-10-30 11:01:17 (UTC+8)
    Abstract: The business plan is to establish a company organization in providing financial education training service to aged people to assist them in preparing their retirement (for pre-retired group), or improve the quality of the retirement life (for retired group).

    The main business scope is to develop a series of training courses with subjects from basic financial management concepts to advance topics, and introduce consultancy services (basic and premium) to customer. Besides that, regular forum and premium forum will be applied to as a tool to communicate with target audience.

    A SWOT analysis has been conducted to identify the macro and micro environment opportunities and constraints then. Base on the findings, a market research by performing 3-step screening process is carried with 3 parameters: demographic, education level, and geographic. The result shows that the pre-aged (55~64) group lives in Taipei city and New Taipei City is the most potential target market segment.

    Following the outcome of market research, a marketing mix in responding to the characteristics of the potential market is planned accordingly. Among items within the marketing mix, strategic alliances formed with financial institutes, mass medium, and other financial knowledge training centers are prioritized to be higher rankings due to the effectiveness and efficiency of resource leverage.

    A sensitivity analysis of financial plan by setting up three models of scenarios (pessimistic, expected, and optimistic) is performed next to determine the feasibility study of the financial outcome and break-even periods.

    To conclude the business plan, four requirements need to be achieved to reach the success:
     More outside fund need to be introduced at start-up
     Pay-off time of investments need to be shortened
     Operation cost need to be minimized
     Differentiation of services need to be created
    1.0 Executive summary 1
    1.1 Mission 1
    1.2 Keys to success 1
    2.0 Company summary 1
    2.1 Objectives 1
    2.2 Company ownership 2
    2.3 Company history 2
    2.4 Descriptions of Company 3
    2.4.1 Hardware. ..3
    2.4.2 Software 4
    3.0 Service/Product 7
    3.1 Product and service description 7
    3.1.1 Information providing 7
    3.1.2 Service 9
    3.2 Service roadmap 11
    3.2.1 Layer 1 services. 11
    3.2.2 Layer 2 services 12
    3.2.3 Premium consultancy services 13
    4.0 Market analysis 14
    4.1 Market research 14
    4.1.1 Demographical data 15
    4.1.2 Screen criterion – education level. 17
    4.1.3 Screen criterion – geographical 18
    4.1.4 Conclusion 20
    5.0 Strategy and implementation 20
    5.1 Strategy 20
    5.1.1 Initial market 20
    5.1.2 Pricing strategy 21
    5.2 SWOT analysis 25
    5.2.1 Opportunity 25
    5.2.2 Threat 26
    5.2.3 Strength 26
    5.2.4 Weakness 27
    5.3 Marketing mix 27
    5.3.1 Promotion 27
    5.3.2 Strategic alliance 29
    6.0 Financial plan 29
    6.1 Assumptions and criteria 30
    6.1.1 Three scenarios to obtain financial performances. 30
    6.1.2 Pessimistic scenario 30
    6.1.3 Expected scenario 31
    6.1.4 Optimistic scenario 31
    6.2 Revenue forecast 32
    6.3 Cash flow projection 32
    6.4 Break-even analysis. 33
    6.5 Projected profit and loss 35
    7.0 Conclusion 37
    Appendix……………………………………………………...39
    Reference: (無)
    Description: 碩士
    國立政治大學
    國際經營管理英語碩士學位學程(IMBA)
    98933025
    100
    Source URI: http://thesis.lib.nccu.edu.tw/record/#G0098933025
    Data Type: thesis
    Appears in Collections:[International MBA] Theses

    Files in This Item:

    File SizeFormat
    index.html0KbHTML2357View/Open


    All items in 政大典藏 are protected by copyright, with all rights reserved.


    社群 sharing

    著作權政策宣告 Copyright Announcement
    1.本網站之數位內容為國立政治大學所收錄之機構典藏，無償提供學術研究與公眾教育等公益性使用，惟仍請適度，合理使用本網站之內容，以尊重著作權人之權益。商業上之利用，則請先取得著作權人之授權。
    The digital content of this website is part of National Chengchi University Institutional Repository. It provides free access to academic research and public education for non-commercial use. Please utilize it in a proper and reasonable manner and respect the rights of copyright owners. For commercial use, please obtain authorization from the copyright owner in advance.

    2.本網站之製作，已盡力防止侵害著作權人之權益，如仍發現本網站之數位內容有侵害著作權人權益情事者，請權利人通知本網站維護人員(nccur@nccu.edu.tw)，維護人員將立即採取移除該數位著作等補救措施。
    NCCU Institutional Repository is made to protect the interests of copyright owners. If you believe that any material on the website infringes copyright, please contact our staff(nccur@nccu.edu.tw). We will remove the work from the repository and investigate your claim.
    DSpace Software Copyright © 2002-2004  MIT &  Hewlett-Packard  /   Enhanced by   NTU Library IR team Copyright ©   - Feedback