Three excellent examples of investment promotion work plans

Time flies, and we have ushered in 2022, a year full of new hope. In order to devote ourselves to work more wholeheartedly in 2022, let’s write a work plan together. Below are three excellent examples of investment work plans that I have shared with you for reference. You are welcome to read them.

?Excellent example of investment promotion work plan

?Foreword:

?Joined the company in July 20xx and served as deputy general manager. I am in charge of the investment department and operations department. Here is a summary of my work since joining the company.

?Overview of the main work in investment promotion:

?The first is market research and finally forms the project research report, the overall positioning of the shopping mall, format proportion planning, brand base planning, and brand placement A series of pre-investment work such as diagrams, shopping mall circulation planning, leasing decision-making documents, etc.; followed by the design of department personnel organizational structure, team formation, job responsibilities, system processes, contract texts, department budgets, investment inversion plans, and rent execution policies , investment promotion rhetoric, investment promotion manual formulation and a series of mid-term tasks. From the beginning of September 20xx, colleagues from the investment promotion department began to formally invite investment. After a 15-month cycle, the planned contracted area excluding supermarkets was 22,459 square meters, and the actual contracted area was 204xx square meters; the completed contract signing rate was 90, and the budget revenue of the signed counters was 17.79 million yuan. In 20xx The budgeted revenue of all counters is 19.77 million yuan, which is expected to reach 80% of the leasing decision document plan submitted for approval (taking into account the rent-free period - the high standard of 24.77 million yuan of budgeted revenue submitted for approval for comparison).

?Explanation of the main work in operations: Before March 20xx, the work of the early operations department was mainly organizational structure design and team building; review of various pre-work documents required by the operations department, including system processes, A series of preparatory work such as inversion plans, job responsibilities, training plans, merchant decoration manuals, merchant manuals, salesperson manuals, submission of engineering technical conditions, drawing refinement, etc.; after China Film and Carrefour entered the site, the operation team members were partially in place , the construction site officially entered the role, and began to guide the operation team to coordinate various engineering issues with the real estate company; in June 20xx, all operation supervisors took office, and guided the department managers to lead the operation team to carry out various tasks in an all-round way. In the early stage, they mainly coordinated with key merchants Entering the site, coordinating the rectification of the real estate company's engineering and technical conditions, following up on the progress of the on-site construction, controlling construction safety and handling problems. From April to early December 20xx, the decoration of the contracted merchants was basically completed, except for Carrefour and Waguo Town. , it can basically achieve that the investment rate is consistent with the opening rate. In December, we began to focus on following up on the inversion plan of various operational tasks before the opening, and implemented them one by one to ensure that all operational matters meet the opening needs, including personnel training, material preparation, time node plans for key follow-up items before the merchants open, and double selection meetings. License application, etc.

?Comprehensive summary of work

?1. Investment promotion:

? (1) Market research report: For the Wafangdian market research, the main research targets are Mongkok New Mart, Dawei Times Square, women and children, and pedestrian streets; followed by Changxing Shopping , Jiatai Shopping Mall, Commercial City, Fair. The focus of the survey is the business format, brand, passenger flow, business hours, rent and discount level of each project. It also analyzes the business atmosphere and consumption habits of Wafangdian, mainly looking at the nighttime passenger flow. trends and consumer spending tendencies. A series of surveys provide first-hand data for formulating project research reports.

? (2) Preparation for investment promotion: Firstly, it is necessary to form a team, mainly department managers, and temporarily transfer operation managers to assist in investment promotion; secondly, it is necessary to prepare various investment promotion documents, including: investment promotion manual, Unified rhetoric for investment promotion, formulation and training of institutional procedures, training for briefing on preliminary planning drawings, briefing on rental plans, collection and allocation of resources, allocation of investment tasks, etc.

? (3) Formulation of the inversion plan: According to the company’s requirements for opening in October 20xx, a complete set of inversion plans were formulated, covering all work content and completion time points in the entire investment process. , as the highest guiding document for investment promotion work, the Investment Promotion Department regularly sorts out and reviews the inversion plan, which is a key task for completing the investment promotion work.

? (4) Deepening of various drawings: Drawings are a necessary element for investment promotion. Based on CAD and actual on-site survey, combined with the suggestions of the Beijing planning company, and in accordance with various data and data in the research report The requirements of the business concept have formed a complete set of drawings, including the general movement line drawing, shop planning drawing, business planning drawing, and brand placement drawing, forming the most basic tool for investment promotion;

? (5) Leasing decision-making Formulation of documents: According to the company's requirements, combined with the business conditions of the Wafangdian market, and with reference to the income status of similar projects in the Dalian market, and taking into account the market's business environment, a leasing decision-making document was formulated. According to high standards and low There are two standard guide prices to guide the investment personnel in actual negotiations and also provide a basis for leadership decision-making.

? (6) Formulation of system processes and contract texts: The department system processes during the investment promotion period and operation period are formulated. The principle is to combine the organizational structure and approval process of the commercial company and group, and strictly follow the established Execute the system process; formulate various contract texts and accompanying documents as important pre-signing documents.

? (7) Key elaboration and analysis of the investment implementation stage:

?During the entire investment process, it should be said that there have been many twists and turns. Under the influence of the market environment, the investment work has We faced huge pressure, but in general, we were able to promptly analyze and review various problems encountered at each stage of investment promotion, clarify our ideas, launch alternative investment plans, and basically solved the problems, as detailed below.

?First of all, we took the signing of the contract with the main store Carrefour as an opportunity to attract investment, and took the initiative to negotiate with the second largest main store movie theater. We successively negotiated with Xingmei International Cinema, Jiahe, and Hengdian. However, we gave up because the rent could not meet the budget. Cooperation, but it can be said that we have established a good relationship with merchants, and also figured out the cinema chain’s expansion plan in third- and fourth-tier cities, property demand and rental contribution from another angle. Finally, based on various factors, we settled on a contract with China Film And signed a supplementary agreement on operations to ensure the decoration level and the ability of daily operations and marketing activities;

?While the two main stores were signed, negotiations were carried out for sub-main stores and key brands. The main goal is to introduce fast fashion brands, with Uniqlo and CA as the key introduction targets. However, due to the constraints of the North District store opening plan, cooperation was not able to be reached. After the idea of ??introducing fast fashion was blocked, the investment department immediately adjusted its thinking and focused on clothing and clothing collection stores and boutique collection stores. Clothing and clothing successfully signed La Chapelle collection store, VM, Peacebird, and Big Mouth Monkey. These brands were established. The positioning and grade of the shopping mall have been basically realized; coupled with the joining of key brands Holiland, Apple experience store, watch collection store, and cosmetics collection store on the first floor, the investment promotion on the first floor has basically taken shape.

The regrets about the investment promotion on the first floor are that first of all, KFC signed the contract late, which did not play a very good role in promoting the investment of the waiting brand; secondly, Watsons, due to the uncertain decision-making of the other company, did not smoothly introduce it, which affected the first floor. Brand level. Although Danou Meisha meets the requirements in terms of operating strength, operating brand, and rental level, its brand influence is still very weak; thirdly, the Bank of China has a vacant location. It should be said that this location is the most advantageous in the shopping mall. However, due to waiting for the Bank of China, there was a rebound in cooperation in the middle, which caused us to have a big crisis in the planning, rental forecast and resource reserves of the entire first floor; fourthly, Yoshinoya’s cooperation intention was unclear due to the adjustment of company personnel. , affecting the smooth progress of investment promotion, and having a great negative impact on the signing of waiting brands,

? Investment promotion on the second floor is the most bumpy, and the number of empty shops is also the largest at present, mainly due to The clothing industry is in a slump. It should be said that the Investment Promotion Department is also focusing on the clothing industry in recruiting personnel. All staff of the Investment Promotion Department use various relationships to collect resources and conduct all-round negotiations. It can be said that basically all clothing merchants in the Dalian area negotiate Yes; it should be pointed out that the layout planning and excessive store area will have a certain impact on investment promotion. Underwear collection stores, sports collection stores, and fur plazas have guaranteed investment success rates and investment progress, but we also face the same pain, that is, we have to carry a lot of rent budget. From the second floor, we can conclude that business proportion planning Even if the proportion of medium-sized clothing is already very low, it is still the most difficult to attract investment and achieve rent. In addition, the brand level is also far behind the plan. The quality and operation capabilities of many imported brands also create hidden dangers for later adjustments.

?It is very difficult to attract investment in the early stage of the third floor. The advantageous resources of children's clothing in the Wa City market are concentrated, and the cooperation intention cannot be finalized. The layout adjustment after the introduction of Happy Star should be said to be a turning point in the investment recruitment work of the third floor. The two major The sub-main stores are distributed in the north and south of the project, which is of great help to the movement of traffic. The investment results of the full shop on the third floor are still relatively good. Although the level of children's clothing is not ideal, the contract period is controllable, and there is no need to worry about the lack of space on the third floor. Condition. What needs to be pointed out is that the cooperation with Tom Bear has not fallen through. This is a pity for the third floor and even the entire square. From another perspective, the role of entertainment projects in shopping malls is becoming more and more obvious, and merchants have different considerations about the city and shopping malls. Very strict requirements.

?The investment promotion of catering on the fourth floor is relatively smooth. The signing of the food court and the Holy Road Barbecue Waguo Town has played a positive role in the introduction of other brands. However, the Teppanyaki, grilled fish, Western The rebound of restaurants and small towns in Vanuatu immediately brought a huge test to our investment promotion work. The investment promotion department also received strong support from the company and tried every means to resolve the difficulties. Although rice cake hot pot, beef soup, five-grain noodles, and sister spicy The brand level and operating strength of Fang are worrying, but the location and area are still controllable for subsequent adjustments. There is currently an empty shop, which is inclined to operate self-service hot pot, but it has not yet been implemented. From the analysis of the negotiation cycle and the number of suppliers, the main reason is that the hot pot business in Wafangdian market is sluggish, the off-season is too long, and many suppliers I had doubts about operating a self-service hotpot business alone and gave up investing.

?2. Operations:

? (1) Team formation: Operations work begins with team formation. Based on the design of the organizational structure, and basically in accordance with time nodes and needs, an operations team is successfully formed to provide support for the development of the entire operation work. Guarantee;

? (2) Job responsibilities: According to the design of the organizational structure, the responsibilities and requirements for each position are determined and submitted for approval;

? (3) System process: Based on the past Based on the practical experience of the project and combined with previous projects, we have formulated a departmental system and process. The principle is to ensure the timeliness of solving all problems in operational projects, remove some cumbersome procedures, ensure that they are consistent with the company's internal and external processing caliber, and integrate all departments. opinions and suggestions to form a submission version.

? (4) Project docking: During the business planning period and before and after the merchants enter the site, the docking with the real estate project is particularly important, because there are great changes in the early planning and the actual investment progress and adjustments , there are various problems in water, electricity, gas, air conditioning, and fire protection. Although many conflicts and lack of cooperation occurred during the docking process, but with one purpose---follow up and urge until the commercial operation needs are met, basically at present There are very few remaining issues.

? (5) Drawing review: Reviewing various drawings and providing opinions and suggestions from an operational perspective is a very important task. Although from a certain perspective, we are not professional enough to There are no omissions or mistakes, but things are basically solved in the design stage, reducing all kinds of waste and ensuring that the company's losses are minimized.

? (6) Decoration management: Decoration management is the focus of the operation work. It starts from the investment department receiving the contact order and establishing contact with the merchants, to handing over, paying the feet, drawings, reviewing the drawings, and handling A series of tasks, including site entry procedures, construction supervision, and decoration acceptance, require the full participation of operating personnel and are related to many fraternal departments, which requires everyone's professional level and coordination ability. For a brand new team in the Operations Department, it is not easy to achieve this point. It has taken a lot of hard work, and there have been many mistakes and errors in the process. However, we must sum up experience from practice, and the Operations Department must reflect this in the opening summary. Comprehensive systematic analysis and review.

?3. Questions and Suggestions:

? It should be pointed out that the current problems are caused by many factors, including objective factors and subjective deficiencies, so just raising questions and suggestions does not mean to shirk responsibility or ignore the problem. More The important thing is to reflect on the solutions and approaches, and what key issues we should pay attention to in our next project, as follows.

?City level: City level is the primary factor considered by key brand merchants. For brands like Uniqlo, the company’s expansion plan has clear city level requirements. No matter how superior the cooperation conditions we provide, it is impossible to Many national or regional chain brands are unable to open stores in county cities, which is an important issue restricting investment;

Company background: Under the premise of the overall downturn in commercial real estate, the company's overall strength and operational capabilities are one of the primary issues that most merchants, especially key brand merchants, are concerned about. Many merchants are very concerned about the company’s background, strength, operational capabilities, etc. We need a lot of communication work to dispel doubts. However, many brands do not have We wait and see based on the experience of successfully operating projects. This problem is a relatively helpless problem encountered in the investment process. Many important brands have regretfully suspended;

?Project location: The location of our project is in Wafangdian The city is located in the north, which is not bad compared with New Mart. However, it is relatively remote compared with the traditional business district, and the surrounding business atmosphere is not strong. There are not many residents living in the north, and the cycle of business development will be shortened

?Excellent example of investment promotion work plan

?Based on the actual work situation last year, in the new year, on the one hand, we must collect extensive customer information, find high-end mainstream brands, and understand the customer's expansion plans and operations Planning ideas. On the other hand, it is necessary to regularly conduct market research and research on investment promotion departments in other and surrounding cities to understand the other party's market layout, changes and sales of investment manufacturers, as well as passenger flow structure and other information. To do a good job in attracting investment, you must have a good investment strategy to guide you. Our investment strategy is based on the general strategy of "win and fight again", and all work links are closely linked. After doing the "win" work well, we can then "fight" the next battle.

?For a project to survive, it must do a good job in investment promotion and accumulate early customers; and the success of investment promotion can only be guaranteed by a good strategy. But strategy is not born out of thin air. It is based on the market. After accurately positioning the business, you must not be creative in concept, but you must be thoughtful in management.

? 1. The planned investment promotion goals for next year are initially as follows:

? 1. Improve your business level, learn more, communicate with people in this department, and discuss relevant issues investment knowledge and department work;

?2. Communicate more with people in the same industry, explore and innovate investment knowledge;

?3. Understand relevant information and communicate with leaders and other departments in a timely manner Communicate and discuss together, so as to further improve based on the actual work of the department;

? 2. Increase as many customer resources as possible

? 1. Receive customers who come to your door sincerely and politely Interested customers and inspection groups.

?2. Go to cities where Taiwanese businessmen gather to collect customer resources, learn from other people’s successful investment cases, and draw lessons from other people’s failures, so as to achieve your own work.

?3. Keep abreast of relevant industry trends through regular contact and interaction with customers.

?3. Stabilize existing Taiwanese businesses and introduce other mainstream brand manufacturers

?1. The focus should not just be on new investments, but also serve existing businesses well. Manufacturers, we send them our greetings during the holidays, actively solve their practical problems, and make them feel at home.

?2. Combined with the actual situation of the department, learn more about and introduce other interested or mainstream brand manufacturers, stabilize the current existing enterprise manufacturers as much as possible, and at the same time form a stable development trend.

?3. Communicate with leaders and relevant departments in a timely manner on related work to ensure correct work.

?4. Actively promote the city’s development zones so that they can be known to more Taiwanese businessmen

?1. Seize every opportunity to communicate with Taiwanese businessmen opportunities to let them know about the Texas Economic Development Zone and introduce to them a number of current preferential policies.

?2. If there are any activities in the city or district, contact all Taiwanese businessmen you know as soon as possible and invite them to come to the development zone for on-site inspection. In the new year, I will proactively carry out investment promotion work so that my business capabilities can be more exercised and improved, and my work can achieve more outstanding results.

?Through the implementation of the work plan, we can effectively improve work efficiency, give full play to personal initiative, demand ourselves with high standards, and strive to contribute to the development of the Taiwan Affairs Office's investment promotion work.

?5. Make overall plans and do a good job in all basic work.

?The first is to fully implement the comprehensive management, petition, and safety target responsibility system, and do a solid job in safety, stability, and evil prevention to ensure the stability of the county investment system and achievements; the second is to continue to do a good job in comprehensive management of the urban and rural environment work; the third is to do a good job in the construction of the investment website, and do a good job in external publicity and timely submission of all kinds of information; the fourth is to solidly carry out the people-benefiting and heart-to-heart action, and do a good job in poverty alleviation and poverty alleviation in the linked assistance villages; the fifth is to strengthen the organs Internal management. Continue to do a good job in sunshine party affairs and government affairs. Establish and improve the assessment methods for department functions and responsibilities and job objectives, increase efforts in work style construction, and strive to build the County Investment Promotion Bureau into a "learning, sunny, efficient, clean, and service-oriented" organization; sixth, do a solid job in foreign affairs work, Strengthen foreign-related management. Groups and personnel traveling abroad on official business must declare in accordance with prescribed procedures, and the political review, task review, pre-departure education and return reporting systems for personnel traveling abroad on official business must be strictly implemented. Actively cooperate with relevant departments to inspect and guide foreign-related work, effectively manage foreign journalists and experts who come to Pingchang, and provide service guidance related to the reception of foreign guests to ensure the safety of foreign affairs; Seventh, strictly implement basic national policies and effectively implement family planning Work.

?Excellent example of investment promotion work plan

?This year is destined to be a year of unprecedented competition. The investment promotion department will combine the interests of the company with the actual situation of the project. On the one hand, it will collect customer information extensively. Look for high-end mainstream brands and understand customers’ store expansion plans and business planning ideas.

On the other hand, it is necessary to regularly conduct market research and research on rival shopping malls in other and surrounding cities to understand the brand layout of rival markets, brand changes and sales, as well as passenger flow structure and other information.

?1. The initial investment goals planned for this year are:

?1. Improve the overall business level

?2. Learn more, communicate more, Discuss relevant investment knowledge and department work.

?3. Communicate more with people in the same industry, explore and innovate investment knowledge.

?4. Understand relevant information and communicate with leaders and other departments in a timely manner. Everyone can discuss together to further improve based on the actual work of the department.

?5. Conduct a purposeful market survey on Jining City’s deconcentration business

?6. Formulate a rental strategy

?7. In late February and The person in charge of Dix Jining dealt with project issues, and in early March received the persons in charge of KFC, Dixintong, and Ejia Noodles to inspect the project.

?8. Develop a new business investment manual

?9 , Strengthen the business training of investment specialists

?10. Communicate with the engineering department for accurate data on property conditions

?11. Cooperate with the sales department in marketing shops

?12. Continue to explore potential or intended customers

?2. Increase as many potential customer resources as possible

?1. Receive potential customers sincerely and politely.

?2. Collect customer resources from rival shopping malls in other and surrounding cities.

?3. Keep abreast of relevant industry trends through regular contact and interaction with customers.

?3. Preparation of relevant investment materials

?1. Investment manual and investment instructions

?2. Entrusted operation contract (management on behalf of others), authorized entrustment Letter

?3. Investment letter of authorization

?4. Investment process table

?5. Investment copywriting

?4. Investment invitation Method

?1. Project investment conference

?2. Project promotion meeting

?3. Door-to-door visit (target self-recommendation)

?4. Online investment promotion

?5. Telephone contact

?6. Face-to-face communication

?7. Industry associations and government agencies

?8. Media investment

?5. Increase the occupancy rate of the mall, stabilize the existing good brands in the mall and introduce other high-end brands

?1. Combined with the actual situation of the industry situation, learn more about and introduce high-end mainstream brands in the home furnishing market, try to stabilize the existing good brands in the mall, and at the same time form a stable development trend of misaligned operations.

?2. Communicate with leaders and relevant departments in a timely manner regarding relevant work to ensure correct work. In 20xx, the Investment Promotion Department will go all out to work hard and strive to achieve the steady improvement and development of the shopping mall occupancy rate in the competition.

?Investment Department

?February 19, 20xx