How to write the project investment proposal?

How to write the investment proposal? From what aspects, let's take a look at Bian Xiao's sharing today.

The main contents of the investment proposal include: 1, theme and activity background; 2. The purpose of holding this activity; 3. The time and place of the incident; 4. Activity objects and participants; 5. Activity mode; 6. Activity content; 7. The specific process of the activity; 8. Organizer or person in charge of the event; 9. The significance of the activity.

Model investment proposal 1

I. Introduction of the Organizer

Guangdong University of Foreign Studies School of International Economics and Trade Work-study Program Association, referred to as the Economic and Trade Thrift Association, aims to provide a service platform and spiritual home for college students and actively assist the life and study of work-study students.

We have a special talent pool, which runs efficiently and reasonably, and can gather many talents for the collection competition of "We are Together" public welfare activity plan and provide many excellent public welfare activity plans.

The slogan of economic and trade thrift is: Strivefordreams! All along, economy and trade have maintained the tradition of developing excellent activities: in June 2007, 1 1. In response to the spirit of "learning to be grateful and learning to be moved", we organized a series of class gratitude culture construction competitions in the Economic and Trade College, which attracted widespread attention both inside and outside the school. This activity was held once a year. In May 2008, Economic and Trade Qin cooperated with more than ten companies and institutions, such as Guotai Junan Securities Co., Ltd., China Life Guangzhou Branch, Sino-German Allianz Life Guangzhou Branch, American International Assurance Company Guangzhou Branch, China Construction Bank, etc., and held a part-time job fair for internship in Guangzhou University to provide part-time internship positions for work-study students and help students in need. On June 5438+065438+ 10, 2008, the first alumni association of Shunying College of Economics and Business was established, which helped the college to hold a forum of economic and trade alumni on "Dialogue with high-level enterprises-qualities that contemporary college students need", and invited respected alumni and classmates of the College of Economics and Business, including Mr. Xu, a member of the US Presidential Roundtable, to have diversified exchanges on the development of college students, and the response was enthusiastic. Half a year after the Wenchuan earthquake, the "Wenchuan Earthquake Half-year Festival" was held diligently to mourn the dead and inspire people. On June 5438+065438+ 10, 2009, our association hosted the "South Lake International Travel Maldives Cup", which reflected the diversity of economic and trade thrifty activities and improved the influence and popularity of the association. Since the establishment of frugal customer interview and research activities in March, 20 10, frugal has successfully exchanged and cooperated with many well-known businesses for many times, and held lectures, exhibitions and other activities, which won many praises.

Two. Activity background:

Since the reform and opening up, China's economy has been developing continuously, and many people have lived a well-off life. However, there are still a group of people who are lonely and helpless and need our help. They are vulnerable groups in society-children who are out of school, lonely old people and so on. At the same time, the rapid economic development has also brought many environmental problems, and various disasters caused by environmental deterioration have also seriously affected the lives of many people.

The Work-study Club of the School of International Economics and Trade of Guangdong University of Foreign Studies, based on the tenet of "always standing by with diligence to help those in need", launched a collection contest for public welfare activities with the theme of "We are together", hoping to awaken everyone's concept of doing public welfare, let them put it into action and help more people in need.

Three. Purpose of the activity:

The Work-study Association of the School of International Economics and Trade of Guangdong University of Foreign Studies hopes that through the photo exhibition with the theme of "We are Together" and the solicitation competition for public welfare activities, everyone will pay more attention to public welfare activities and put them into action to revive a public welfare atmosphere in colleges and universities and help those in need. On the other hand, this activity can not only improve your company's popularity, but also establish a good image for your company.

Four. Activity theme:

Collection and Selection of "We Are Together" Public Welfare Activities

Verb (abbreviation of verb) activity form:

(1) photo exhibition promotes public welfare activities

(2) Solicit public welfare activities.

(3) Preliminary contest of public welfare activity scheme

(4) The rematch of public welfare activities is planned

(5) Implement the winner's public welfare activity plan.

Location of intransitive verbs

School Road (photo exhibition and publicity) classroom (rematch venue)

Seven. Propaganda way

(Continued from the previous table)

Eight. market analysis

Since the reform and opening up, China's experience

With the continuous development of economy, many ordinary people live a well-off life. As a result, people began to pay more attention to charity when material life was relatively stable. If businesses start with charity and establish excellent brand image and positive corporate culture among the masses, they will be more easily accepted by consumers. Consumers will also be more willing to choose goods from merchants with good image. The intangible assets of merchants will be greatly increased, which will have more advantages in the fierce commercial competition and lay a solid foundation for the long-term development of merchants.

(1) Feasibility of the organizer:

Our College of Economics and Business is the largest and largest college in Guangzhou. Moreover, all departments in the college are very active and can always drive the whole school to move together. Moreover, we have frequent contact with other universities in the university town, and we can invite students from other schools to participate. Besides, the activity we held this time is so meaningful that it will not be a problem for tens of thousands of people to participate.

(2) Time feasibility:

Now is the beginning of the new semester, and everyone has enough spare time to care about activities other than study. And can actively participate in it. It is precisely because of having a lot of spare time that students have a strong spending power at this time. Merchants do publicity at this time, and the effect of publicity will soon be reflected.

(3) Feasibility of activity form:

This time, the planning contest of public welfare activities we held catered to the needs of social development. Merchants can also obtain intangible assets from it, which provides convenience for merchants to occupy the consumer market.

In a word, the benefits that businesses can get from this activity are far greater than what they pay. So this activity is feasible.

Nine. budget

X. comments

(1) The sponsorship of other materials involved in the proposal can be decided after consultation with your company;

(2) During the activity, your company can send a responsible person to the site to check the progress and effect of the publicity work;

(3) After the event, if the merchants need it, they can feedback the publicity work to your company;

(4) If your company is not clear about the specific content of this activity, we will assign a special person to provide you with detailed answers.

XI。 contact information

Address: Guangdong University of Foreign Studies, Xiaoguwei University Town, Panyu District, Guangzhou

SETTING: Work-study Association of School of International Economics and Trade, Guangdong University of Foreign Studies.

Contact person: Zheng Yanni15989134123 Chen Ziyang 15899973825.

Guangdong University of Foreign Studies

School of International Economics and Trade

Outreach department of work-study association

Model investment promotion plan II

Chapter I Project Positioning

First, unify the propaganda caliber.

1, general spiritual propaganda

Shengze city business new fortune center

2. Project status

Conforming to the new development trend of Shengze City and Oriental Silk Market, it came into being. Shi Sheng Group, led by the government, is the top priority of the ten key projects.

3. Project importance

Seize the core position of China Oriental Silk Market, build a new commercial supporting center and landmark building community of Shengze City together with Shengze Plaza, break the traditional business model of Shengze City, and lead the overall commercial upgrading of Shengze City.

4, the project market positioning

Combine the essence of modern real estate and business operation concept, learn from the successful experience of famous commercial streets at home and abroad, and combine the international business model and local culture of Shengze to create a brand-new and all-round commercial stage comparable to Shanghai and Suzhou for Shengze people and domestic and foreign merchants, making it the first international, localized and professional commercial street in Shengze!

5. Basic information of the project

With a building area of nearly100000 square meters and a commercial belt of more than 400 meters, the middle and high-grade shoppingmall, which integrates international first-class supermarkets, famous household appliances stores, digital squares, professional department stores, entertainment, restaurants, business offices and hotel apartments, will gather thousands of people, logistics, capital flow and information flow and become the real core business circle of Xinshengze.

Second, investment orientation

As the only mid-range shoppingmall in Shengze and surrounding areas, it focuses on attracting brand merchants with high brand awareness, regular operation and good operation to meet the all-round consumer demand of the public.

Third, the positioning of the format.

Absorbing the essence of the national famous street format planning, combined with Shengze consumer culture, we have planned a rich and reasonable format with all kinds of brand stores, hypermarkets, restaurants and entertainment as the core, including all kinds of brand stores, specialty stores, theme department stores, electrical stores, supermarkets, bookstores and so on. Adopt diversified business models and one-stop shopping malls to meet the consumption needs of people from all walks of life.

Chapter II Investment Promotion Strategies

First, layout design, layout positioning strategy

Accurate and differentiated business positioning is the reason for the success of pedestrian street competition.

The development and operation of Dongsheng Pedestrian Street should always adhere to the advanced concept of "brand-new architectural form, brand-new consumption environment and brand-new business combination".

In the combination of business formats, we should firmly grasp the local consumer demand tendency and consumption characteristics, take this as the focus, and organically combine with rich business formats. Resolutely abandon the format that is not suitable for local consumer culture!

As a result, we decided to focus on all kinds of brand stores, hypermarkets, big restaurants and big entertainment, with head stores and deputy general stores (big stores) accounting for about 50%, restaurants and entertainment (small stores) accounting for about 30% and brand stores accounting for about 20%.

Second, the store investment strategy

Considering the different characteristics of head stores, sub-head stores, international famous brand stores and other brands, the basic strategy of "first determining the head store, then comprehensively attracting investment" has been formulated. In the process of implementation, the main stores, international famous shops, restaurants and entertainment should attract investment in advance, and others should be carried out later.

Third, tailor-made comprehensive solutions for customers to open stores.

Under the guidance of this strategy, the investment promotion team trained by professional trainers can flexibly adjust and implement the lease policy according to the actual situation. For example, according to the different needs of different types of tenants, tailor-made solutions are proposed for them; Properly arrange the floor position and mutual position of tenants to make them relatively successful and mutually beneficial, rather than interfering with each other and weakening each other; According to the overall market positioning and business combination, put forward requirements for tenants to help them adjust, upgrade and improve the positioning and grade of the new store in Dongsheng Pedestrian Street.

Fourth, the project promotion strategy

In terms of marketing, the implementation of the "integrated promotion strategy" has provided strong support for attracting investment.

One is media promotion, and the other is investment promotion.

The main investment promotion activities are as follows:

Investment promotion conference and main store signing ceremony, investment promotion achievement conference, project promotion meeting, building node celebration, etc.

Five, investment schedule, quality, cost strategy

In order to implement the investment promotion plan and achieve the goal of faster, better and cheaper. We strictly control and control the progress, quality and cost of attracting investment. Take time to push the table to control the progress; According to the format layout and market positioning, carefully select merchants, focus on attracting brand merchants, powerful merchants and characteristic merchants, and ensure good quality; Carefully calculate the investment promotion expenses and take the following measures to make unified arrangements and scientific distribution of investment promotion expenses.

1, the investment task index is decomposed into people, and the cost is decomposed into people.

2. Key investment promotion fees should be used centrally to avoid piecemeal.

3. Focus on ensuring the salary and reward management of outstanding investment talents.

4. Pay attention to the investment promotion of big customers and relationships, and the cost arrangement is inclined.

5. Through well-planned media publicity programs, accurate and effective communication and maximum value can be achieved. Resolutely avoid the abuse and waste of publicity expenses.

Chapter III Investment Promotion Stage, Investment Promotion Objectives and Time Arrangement

First, the stage division

Investment preparation stage, head office investment stage, comprehensive investment stage and operation adjustment stage.

Second, the investment objectives

Because the merchants in the pedestrian street need to be constantly adjusted and optimized, in principle, the investment promotion work is not over yet. However, in order to clarify the direction, the specific objectives are as follows:

1. By the end of February, 2006, 65438+2, the main shops and sub-main shops (big shops) in the pedestrian street were basically full, and the number of small shops was 70%.

2. By May 2007, the investment invitation task has been basically completed.

3. By the end of May, 2007, merchants began to enter the market to decorate and prepare to open the street. Strive for the end of August and ensure the opening of the street in September.

Third, the timing.

In order to be concrete and executable, the time period involved in this plan is from May 2006 to 2007.

Chapter IV Organizational Structure

I. Recruitment of project personnel

No matter how big the project is, it is all done by people, and human factors play the most fundamental and decisive role in project investment promotion. Therefore, recruiting, selecting and cultivating a large number of investment elites and building a strong investment team are the core tasks in the preparatory stage of investment promotion.

At present, three new employees have been hired, including an investment promotion supervisor and an investment promotion specialist, a planner and a designer from a commercial company, and a second investment promotion department has been established, but this is far from enough. We are looking for more professional, high-quality, experienced and rich customer resources through various channels such as the Internet. The goal is to form a professional team of about 10 people (excluding the personnel of China Merchants Center).

A team needs not only specialization, but also integration. Therefore, the cultivation of the team is particularly important.

The goal is to make the whole team have a complete project knowledge structure, excellent team execution and consistent value orientation. The training content is as follows:

1, training of five core concepts.

2. Team execution training.

3, project knowledge training, so that team members have a clear understanding of the project.

4, investment skills training, including answering the phone, reception language, negotiation strategy and negotiation skills, etc. To cultivate and improve the investment ability of team members.

5, investment etiquette and investment system training (language art, investment system description and contract interpretation, etc. ).

Second, establish investment promotion structure and investment promotion mechanism.

In the recruitment of personnel and the establishment of investment promotion structure, we all follow the principles of elitism, simplification and verticality, with the aim of minimizing personnel, simplifying command and execution system and maximizing efficiency. In order to save investment costs and improve work efficiency. The investment structure and personnel responsibilities are as follows:

Main job responsibilities of investment promotion personnel

(1) China Merchants Department I is mainly responsible for attracting investment from main stores: 1 person.

(2) The second investment promotion department is mainly responsible for catering and entertainment investment promotion: 3 people.

(3) The third department of investment promotion is mainly responsible for the investment promotion of department stores and clothing categories: 2 people.

(4) The fourth department of investment promotion is mainly responsible for comprehensive investment promotion: 2 people.

(5) There are tentatively two planning departments, mainly responsible for the planning of investment promotion, the formulation and implementation of media plans, and the planning, writing and design of investment promotion documents. A planner and a designer. According to the development needs, when the pedestrian street is opened, another planner is needed.

(6) This structure is an organization in the pre-opening, preparation and operation periods, and shall be reported to the Human Resources Department three months in advance.

The establishment of investment promotion mechanism is to form a humanized system management atmosphere in the investment promotion team, with rules to follow, clear rewards and punishments, and emphasis on individual contribution and team spirit. Establish a series of management systems.

(1) Establish a merchant incentive policy.

(2) establish a punishment policy for investment personnel.

(3) The establishment of the standard system for the daily management of investment personnel.

Chapter V Investment Information

1. Investment manual (existing) and investment manual.

Second, the lease contract

Third, the entrusted operation contract

Four. Confirmation of fixed rent

Verb (abbreviation of verb) investment promotion power of attorney

VI. Investment Flowchart

VII. Copy of investment

Eight, check-out application form, etc.

9. Power of attorney, etc.

Chapter VI Investment Promotion Mode and Target Customer Determination

I. Mode of investment:

1, project investment promotion meeting

2. Project promotion meeting

3. Large retail chain meeting

Second, the target customers

Maodian

1. Supermarkets: Carrefour, Tesco, RT Mart, Trust-Mart, Wumart, Century Lianhua, etc.

2. Home appliance stores: Gome, Suning and Yongle.

3. Department stores: People's Shopping Mall, Shilu International Shopping Mall, Shenzhen Guorainbow Department Store, Yintai Department Store and well-known department stores in the Yangtze River Delta region.

Secondary main memory

1, popular shops: KFC, McDonald's, Starbucks, Haagen-Dazs, large Chinese food, discount KTV, etc.

2. Digital Plaza, Bookstore, Sports World and Famous Products Discount Store

3. Cinema and adult video games

Third, establish a third-party investment network platform.

Stones from other mountains can attack jade, so the establishment of a third-party investment promotion network platform can get huge information support, save a lot of manpower, publicity and promotion costs, and speed up investment promotion. Building a third-party investment network platform can be won from these channels.

1, professional investment website

2. Professional real estate trading platform

3, industry associations and government investment institutions

4. Establish strategic partnership with investment departments of commercial projects with different positioning to achieve a win-win situation in resource sharing.

Chapter VII Publicity Strategy

Large-scale theme investment promotion activities, combined with all-round three-dimensional media platforms (TV, newspapers, internet, radio) publicity and speculation, are the "nuclear weapons" for pedestrian street investment promotion.

1, Investment Promotion Conference

2. Project promotion meeting (refers to the regional centralized project briefing meeting of enterprises interested in a certain number)

3. Signing ceremony with certain brand awareness and influence, such as main stores and sub-main stores, such as KFC, Carrefour, Gome, Yongle and over the rainbow shopping malls.

4. Staged investment promotion achievement conference

5. Large retail chain meeting named after the project

6. Completion and commencement ceremony of important nodes of the project (capping and completion, etc.). )

According to the current investment situation of the project, investment promotion meeting, project promotion meeting and signing ceremony are planned from June to August, and other activities depend on the specific development situation. The specific planning and implementation plan of the activity will be written after confirmation.

Chapter VIII Investment Promotion Expense Budget and Rent Scheme

First, the investment cost

Travel expenses of personnel, reception expenses of merchants, publicity expenses-expenses of advertising and investment promotion activities, and commission of investment promotion personnel.

The total investment cost is 10% of the annual rent, which is about 2.3 million. Among them, 4% commission for investment promotion personnel, 2% for tourism and entertainment, and 4% for advertising, public relations and gifts.

Second, the rent proposal.

According to the local rent situation in Shengze, the business situation around the project and our market positioning, our rent level is determined to be above average.

Chapter IX Suggestions on Investment Promotion Policies

1. Payment method: there are two cases: small shops and big businesses.

1. Small shops: down payment (three months' rent), and sign a lease contract to pay the remaining rent.

Big business: according to negotiation, it is decided by the team leader.

2. The store will pay once every six months for one month, and the next payment must be made in advance 1 month.

Second, "the rent goes up and down"

The level of rent directly affects the interests of both merchants and us, and also reflects the value of characteristic street lots and the grade and quality of shops. When determining the rent price in the market start-up stage, it is suggested that the rent should be set at a higher level in the first three years, and then the price level should be adjusted with the surrounding rents through preferential policies such as rent-free and property management fee-free. After three years, the market rental price after three years will be determined according to market conditions.

About how to write an investment plan

First, why do you want to attract investment? Where is the fundamental value of investment projects?

In today's business environment, any kind of goods and services must have market value. For investors, they invest in pursuit of maximum return. For customers, it is very important whether the services and products provided by merchants have real value. This is the key to the success of any investment attraction project. In many speeches, Dr. Mancuso asked the audience in China. The question he asked was: When we run an enterprise, please list the most important factors, so that the enterprise can be truly successful. Most of the answers we get from domestic audiences are: capital, talents, management, government preferential policies and so on. Dr. Mancuso's answer is that although these factors are all important, one of the most basic determinants of business success is "Who is your customer" and what does your customer need? Therefore, the most fundamental content of our invitation for investment should be written around the needs of customers.

Second, what advantages do we have in attracting investment? Why is our project the most worthy of foreign investment?

Although the local governments in various provinces and cities in China have included market analysis or forecast in their foreign investment promotion, the market analysis and forecast in the investment promotion of projects in various parts of China are mostly static analysis of the market. There are often some investment promotion books that exaggerate the market and future economic benefits, lack systematic and rigorous market research, and lack complete and scientific data analysis. Investors attach great importance to the analysis and evaluation of the market, because the accuracy of market analysis will directly affect their economic benefits and expected strategic goals after investment.

Third, can our investment projects stand the test of time?

In today's market environment, the competition is fierce, science and technology are developing explosively, and various products and services are emerging one after another. If you are not careful, your products and services may be eliminated in the competition. Such examples can be found everywhere in China and the United States. In fact, investors attach great importance to the timeliness of investment, so we must make an objective and clear analysis and evaluation in the process of attracting investment, especially in our investment invitation book. This is not only responsible for investors, but also beneficial to our investors themselves.

Fourth, we should really understand the methods and procedures of asset and financial analysis at home and abroad.

In our investment advice and business plan, finance and financial analysis are our weakest link. Our understanding of finance and finance is often quite different from the way investors are used to it. We often see overseas investors constantly asking China to produce financial statements or related materials, and China has done its best. However, the financial information provided by China is often difficult to meet the needs of investors, which leads to the termination of cooperation between the two parties.

Therefore, our suggestion is that in order to attract investment successfully, some links must be completed by professionals in the process of operation. Investment analysis is a highly specialized field. In this regard, we need to use the professional knowledge of professionals to clearly describe our investment expectations and financial arrangements. It should be emphasized that professional English should be used to express information that investors can understand. Translation costs will be involved, but this money is often not saved.

In a word, attracting investment itself is a complex and highly professional system engineering. We must make planned and systematic use of professional resources from all sides to cooperate with us to attract investment, so as to get twice the result with half the effort and successfully attract investment.

In addition, we can find many samples of investment promotion books from bookstores or online, which can provide us with some formal help, but in the final analysis, we still have to answer or discuss the above questions. Only by convincing yourself can we convince investors.

Finally, I would like to take pains to emphasize that attention must be paid when making business invitations. No matter how beautiful the project is, foreigners like you to demonstrate it with data instead of describing it with beautiful words. Don't make spelling and grammar mistakes in formal investment invitations. Foreigners are particularly disgusted with such low-level mistakes. In fact, the invitation letter also represents an image of China enterprises or government. For us, this is not just an embarrassing question.

That's what Bian Xiao shared today. I hope I can help you!