Business Plan Template

Use this skill when the user asks to create, update, polish, adapt, or fill materials for a startup, business project, incubator application, or pitch process.

Scope

This skill supports:

• 商业计划书、执行摘要、可行性报告
• 路演 PPT 内容、页面标题、项目亮点
• 调用 codex-ppt 将商业计划书转化为高颜值视觉版路演材料
• 园区、孵化器、创业社区、政府项目申请材料
• 企业（团队）介绍、核心成员简介、项目内容摘要
• 市场背景、目标客户、竞品分析、产品定位、商业模式、竞争优势
• 财务预测、融资计划、里程碑、资源需求
• Word / Excel / PPT 申请模板的内容填充

Privacy And Accuracy Rules

• Do not invent names, IDs, phone numbers, emails, addresses, company registration numbers, legal entities, awards, patents, revenue, funding, or customer names.
• If a field requires unknown personal, legal, financial, or registration information, write 待补充 or ask the user for it.
• For public or GitHub-ready outputs, remove private facts and replace them with placeholders.
• For official forms, preserve template structure and fill only relevant fields.
• For project summaries in official materials, prefer objective third-person wording and avoid 我 / 我们 unless the field asks for a personal statement.
• When using numbers, clearly distinguish actual data, estimates, assumptions, and placeholders.

What To Read

Load only the reference needed for the task:

• Overall business-plan structure, positioning, customer pain, market, product, roadmap, and finance assumptions: read references/business-plan-core.md.
• Founder/team profile and competitive-advantage patterns: read references/founder-and-advantage.md.
• Short application copy, official-form fields, and materials checklist wording: read references/application-copy.md.

For financial projections or funding plans (财务预测、融资计划), start from the Key Assumptions table in references/business-plan-core.md, derive revenue from it, and run the Financial Self-Check before delivering.

Default Workflow

1. Identify the target audience: investor, incubator reviewer, government park, partner, customer, or internal team.

2. Clarify the venture type, target customers, key pain point, product/service, business model, and any known metrics.

3. If facts are missing, use placeholders rather than inventing.

4. Structure content around:

   • pain point
   • target customer
   • solution
   • product workflow
   • market opportunity
   • competition and differentiation
   • team capability
   • business model
   • roadmap
   • financial plan
   • funding/resource request

   For AI products, also include a validation-evidence section (user interviews + small Meta ad tests) using Validation Evidence / 想法验证 in references/business-plan-core.md; if no validation has been done yet, say so honestly instead of inventing traction.

5. Adapt tone and length to the artifact:

   • application form: concise, objective, policy-friendly
   • pitch deck: sharp claims, visual page logic, investor-friendly
   • business plan: structured, detailed, evidence-oriented
   • short text box: copy-ready and within requested character limits

Pitch Deck Visual Workflow

When the user asks for a good-looking PPT, visual pitch deck, investor deck, roadshow deck, or presentation based on the business plan, use codex-ppt when available.

Note: codex-ppt is a third-party skill by @ningzimu. Installation: https://github.com/ningzimu/codex-ppt-skill

Recommended sequence:

1. First use this business-plan skill to lock the deck narrative:
   • cover and one-line positioning
   • market background and pain point
   • target customer and use case
   • product workflow / demo logic
   • business model
   • market size
   • competition and differentiation
   • founder/team capability
   • financial forecast
   • roadmap and funding/resource request
2. Compress each slide into one main claim, 2-4 support points, and a suggested visual form.
3. Call codex-ppt to generate a polished 16:9 visual deck from the approved outline.
4. After generation, review whether the deck covers:
   • team capability
   • business model
   • competitive advantage
   • market opportunity
   • financial data
5. If the target is an incubator or government park, make the visuals credible, concise, and application-friendly rather than overly marketing-like.

Suggested user-facing prompt:

调用商业计划书 skill 先整理路演逻辑，再调用 codex-ppt 输出一份高颜值 16:9 商业计划书 PPT，目标读者是 [投资人/园区评委/合作伙伴]，重点说服他们相信 [项目名称] 的市场机会、团队能力、商业模式和落地路径。

Generic Positioning Template

Use this as a starting point, then replace placeholders:

[Project Name] is a [product/service category] for [target customer], helping them solve [specific high-pain problem] through [core technology/workflow], so they can achieve [measurable business outcome].

Chinese version:

[项目名称] 是面向 [目标客户] 的 [产品/服务类型]，通过 [核心技术/工作流] 解决 [具体高痛点问题]，帮助客户实现 [可衡量业务结果]。

Deliverable Behavior

• If creating/editing DOCX, XLSX, or PPTX, use relevant document, spreadsheet, presentation, or deck-generation skills when available.
• If the user asks for a visually polished deck, explicitly use codex-ppt when available instead of only writing slide text.
• For official application files, list which fields remain 待补充.
• For public templates, remove project-specific facts before finalizing.
• For short requested copy, provide copy-ready text rather than a long explanation.