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    题名: 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
    作者: 陳禎祥
    Chen, Johnson
    贡献者: 吳文傑
    Wu, Jack
    陳禎祥
    Chen, Johnson
    关键词: 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
    日期: 2011
    上传时间: 2012-10-30 11:01:17 (UTC+8)
    摘要: 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
    參考文獻: (無)
    描述: 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
    資料來源: http://thesis.lib.nccu.edu.tw/record/#G0098933025
    数据类型: thesis
    显示于类别:[國際經營管理英語碩士學程IMBA] 學位論文

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