Some standard content:
ICS03.120.10
Registration number: 20176—2007
People's Republic of China Domestic Trade Industry Standard SB/T10411—2007
Appraisal criteria for business design
Appraisal criteria for business design2007-01-25 Issued
Ministry of Commerce of the People's Republic of China
Implementation on 2007-05-01
Appendix A, B, C and D of this standard are all normative appendices. This standard is proposed by the China General Chamber of Commerce. This standard is under the jurisdiction of the Ministry of Commerce of the People's Republic of China. SB/T10411—2007
The drafting units of this standard are the Membership Department of the China General Chamber of Commerce and the Marketing Planning Expert Committee of the China Enterprise Culture Promotion Association. The main drafters of this standard are: Wang Min, Tan Xinzheng, Shao Peng, Chu Jun, Yu Mingyang, Zhou Peiyu, Li Deshen, Sun Delu, Xu Dianlong, Lin Liyuan, Chen Fang, Min Zhengdao.
1 Scope
Business Planning Evaluation Standard
SB/T10411—2007
This standard specifies the evaluation indicators, evaluation criteria, evaluation methods and evaluation procedures for business planning organizations, planners, planning projects and planning cases.
This standard applies to planning organizations and planners that are legally registered in the People's Republic of China and engage in business planning activities, and the evaluation of their planning projects and planning cases. 2 Terms and Definitions
The following terms and definitions apply to this standard. 2.1
Planning and Design
Planning is a creative social activity process that aims to achieve a certain goal, based on sufficient investigation and research, follow the laws of the development of things, systematically and comprehensively create, conceive and plan the future development of things, formulate and select feasible implementation plans that reasonably achieve the expected goals, and put them into practice.
Planning Services Design Services
Planning services refer to professional planning organizations (planning personnel) providing customers with planning research, planning copywriting, planning content, implementation guidance, and consulting services.
Business Activities Business Mobilization
Business activities refer to an organized activity that converts social resources into products and services for the purpose of profit. 2.4
Business Planning Business Design
Business Planning refers to planning activities based on business activities. 2.5
Creativity
Creativity refers to creative ideas and concepts. It is a way of thinking that breaks through the conventional way of thinking to think and imagine the problem in an overall way.
3 Evaluation indicators
3.1 The evaluation indicators of business planning organizations shall be implemented in accordance with Appendix A. 3.2 The evaluation indicators of business planning personnel shall be implemented in accordance with Appendix B. 3.3 The evaluation indicators of business planning projects shall be implemented in accordance with Appendix C. 3.4 The evaluation indicators of business planning cases shall be implemented in accordance with Appendix D. 4 Evaluation criteria
4.1 Business planning evaluation shall be based on the purpose of reflecting strong social responsibility, good professional ethics and significant economic benefits, and shall be implemented by a special evaluation organization.
4.2 The objects of business planning evaluation shall be organizations and individuals who love the motherland and abide by laws and regulations. 1
SB/T10411—2007
4.3 The projects and cases of business planning evaluation shall be legal, healthy and in line with the basic principles of social and economic order. 4.4 The evaluation of business planning evaluation shall focus on the evaluation of creativity. 5 Evaluation method
5.1 The evaluation of business planning organizations, planning personnel, planning projects and planning cases shall adopt a scoring system. 5.1.1 The scoring of business planning organizations shall be carried out in accordance with the provisions of Table A.1 in Appendix A. 5.1.2 The scoring of business planning personnel shall be carried out in accordance with the provisions of Table B.1 in Appendix B. 5.1.3 The scoring of business planning projects shall be carried out in accordance with the provisions of Table C.1 in Appendix C. 5.1.4 The scoring of business planning cases shall be carried out in accordance with the provisions of Table D.1 in Appendix D. 5.1.5 Those with a score of 85 points or above for the above items shall be rated as excellent; those with a score of 60 points but less than 85 points shall be rated as qualified; those with a score less than 60 points shall be unqualified. 5.2 The evaluation activities of business planning organizations, planning personnel, planning projects and planning cases shall be carried out under the reviewer system. 5.2.1 The evaluation of business planning shall be implemented by the reviewers. 5.2.2 The reviewers shall be subject to the qualification access system. Only those who have passed the business planning reviewer qualification certification training, passed the examination and obtained the reviewer qualification certificate can serve as reviewers.
5.3 The scope of selection of assessors mainly includes management agencies at all levels of the planning industry, relevant industry associations, planning research institutions, relevant majors of colleges and universities, and people with rich planning experience in related fields. 5.4 The participation of business planning organizations, planning personnel, planning projects and planning cases in customer evaluation activities adopts the industry recommendation system. 5.4.1 All organizations and individuals who are legally registered in the People's Republic of China and engaged in business planning activities have the right to apply to participate in business planning evaluation activities.
5.4.2 All organizations and individuals who apply to participate in business planning evaluation activities must apply to the local planning industry management department or relevant associations. After preliminary qualification identification and screening, they will be summarized to the (provincial) industry association in the region, and the (provincial) industry association in the region will uniformly recommend them to the special business planning evaluation agency. 5.4.3 Business planning organizations and individuals can also conduct self-evaluation with reference to this standard. 6 Evaluation Procedure
6.1 Evaluation Announcement
A special evaluation organization will issue an announcement on business planning evaluation activities and stipulate the details of the evaluation activities. 6.2 Submit application
The organization or individual applying for the review shall fill in the application form and submit it together with the relevant materials to the local planning industry management department or industry association.
6.3 Qualification review
The local planning industry management department or industry association shall collect the information of all applicants in the region and submit it to the provincial business planning industry association. The provincial business planning industry association shall conduct qualification review of applicants according to the business planning evaluation activity rules and submit the materials of qualified applicants to the special review organization. 6.4 Formal review
The reviewer shall conduct the evaluation according to the review activity rules formulated in this standard, as well as the submitted questionnaires and review materials. 6.5 Review results
The review results shall be announced by the special review organization. 2
Appendix A
(Normative Appendix)
Evaluation Indicators and Scoring Standards for Business Planning Organizations SB/T10411—2007
This standard specifies 25 specific evaluation indicators for business planning organizations. The description of each indicator and the corresponding scoring standards are as follows: A.1 Material resources
A.1.1 Office space
Own a fixed, formal office space, and the office use area is not less than 30m2. A,1.2 Office equipment
Provide necessary office conditions for planners, among which the information-based office equipment reaches a high configuration level, and focuses on guaranteeing the use of planners.
A.1.3 Organization website
Establish a website with an Internet domain name, rich content, and good operation, which can realize interactive communication with customers. A.1.4 Internal network
Provide convenient and effective Internet access and internal communication conditions for planners. A.2 Knowledge resources
A.2.1 Human resources
There should be a reasonable allocation of planning human resources, with a total number of full-time planners of no less than 3, no less than 1/3 of them having obtained the professional qualification of business planners, and a reasonable structure of full-time and part-time planners. A,2.2 Expert consultants
Employ experienced external experts as consultants for planning business to guide and help the operation of the enterprise's planning business. The ratio of the number of experts to full-time planners should be relatively reasonable. A.2.3 Brand resources
Establish your own brand, enhance the brand's popularity and reputation, and have a certain social influence. A.2.4 Literature
Effectively preserve various literature generated in the process of planning business and provide them for future use. A.2.5 Database resources
Have certain database resources to directly serve the planning business, which can be self-built and purchased in different ways. At the same time, a database should be built for internal employee knowledge exchange, accumulation of employee knowledge and experience, and precipitation of planning project data and experience. A.3 Management Capability
A.3.1 Management System
Establish a sound and reasonable internal management system, including administrative management, financial management, project management, assessment and incentive, knowledge management and confidentiality management systems.
A.3.2 Project Management
Have the ability to manage planning projects, including time management, standard management, document management, quality management and other aspects. A.3.3 Knowledge Management
Can comprehensively use internal and external knowledge resources, focus on internal knowledge exchange, give full play to the benefits of knowledge resources, encourage creativity and innovation in an institutionalized form, and promote the application of new ideas and new methods. 3
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A.3.4 Human Resource Management
Establish a reasonable talent recruitment, reserve and appointment mechanism, focus on employee training, especially the knowledge supplement of planners. At the same time, form an effective project planning team building mechanism. A,3.5 Organizational Culture
Establish a cultural atmosphere with cohesion, advancement and vitality, which employees can deeply understand and reflect in their work, forming a good organizational image.
A.4 Service Capability
A.4.1 Service Specificationswww.bzxz.net
Planning service specifications should be formulated and published, including whether the service process is clear, whether the service price is transparent, whether the service content and method are easy to understand, etc.
A.4.2 Service Scope
Organizations are encouraged to focus on a certain industry scope and be able to provide customers with professional business planning services. A.4.3 Customer Relationship
Regularly communicate and exchange with customers. Implement customer relationship management, build a customer relationship management system, and conduct customer satisfaction surveys. A.4.4 Internationalization of Services
Achieve international integration, strengthen exchanges with the international planning industry, and follow international industry standards. A.4.5 Social Responsibility
Have a sense of social responsibility, and planning activities should be based on the fundamental requirement of promoting the healthy and sustainable development of society, economy, and culture. A.5 Planning Performance
A.5.1 Number of Projects
The number of business planning projects completed by the business planning organization each year. A.5.2 Project scale
The scale of the business planning project. The project scale is calculated according to the project contract. Projects below 100,000 yuan are small projects, projects between 100,000 yuan and 300,000 yuan are medium-sized projects, and projects above 300,000 yuan are large projects. A.5.3 Planning benefits
The direct or indirect economic benefits that the business planning organization brings to customers through planning activities. A.5.4 Planning influence
The social influence or industry response of the business planning organization. A.5.5 Customer satisfaction
The satisfaction of customers with the business planning services provided by the business planning organization. A.6 Scoring criteria
This standard stipulates that the total score of the business planning organization evaluation is 100 points. The score distribution is shown in Table A.1 below. Table A.1 Business planning organization evaluation indicators and scoresIndicator category
Material resources
Indicator item
Registered capital
Office space
Office equipment
Organization website
Intranet
Indicator score
Total score
Indicator category
Knowledge resources
Management capabilities
Service capabilities||tt| |Planning business continuation
Indicators
Human resources
External brain resources
Brand resources
Literature and documents
Database resources
Management system
Project management
Knowledge management
Human resources management
Organizational culture
Service specifications
Service scope
Customer relations
Internationalization Degree
Social responsibility
Number of projects
Project scale
Planning benefits
Planning influence
Customer satisfaction
Table A.1 (continued)
Indicator score
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Total score
SB/T10411—2007
Appendix B
(Normative appendix)
Evaluation indicators and scoring standards for business planners This standard stipulates 15 specific indicators for the evaluation of business planners. The description and corresponding standards of each indicator are as follows: B.1 Ability cultivation
B.1.1 Professional quality
Compliance with basic professional norms, including compliance with national laws and policies, seeking truth from facts, keeping promises and confidentiality, reasonable charges, customer first, unity with peers, and social responsibility. B.1.2 Cultural accomplishment
Have a good cultural background, artistic accomplishment, etc. B.1.3 Information ability
The basic information quality that planners should have, including good information awareness, information collection and investigation level, information tool application level, text expression, interpersonal communication ability, etc.
B.1.4 Analytical ability
The ability to analyze problems, analyze data, predict prospects, etc. B.1.5 Creative ability
Have creative abilities such as theoretical innovation, idea innovation, method innovation, knowledge innovation, and operational skill innovation. B.1.6 Organizational ability
The ability level of organization, management, communication, coordination and guidance can be reflected in the planning process. B,2 Knowledge structure
B.2.1 Professional knowledge
Master planning professional knowledge and theory, such as planning techniques, planning design, decision-making planning, strategic planning, business planning, etc. B.2.2 Basic knowledge
Master some basic knowledge of planning, such as planning psychology, planning art, planning consulting knowledge, etc. B.2.3 Related knowledge
In addition to professional knowledge, you should have a broad knowledge and be familiar with some knowledge in related fields, such as corporate strategy, corporate management, thinking science, operations research, consulting, aesthetics, planning, marketing, research, marketing, corporate culture, etc. B.3 Planning performance
B.3.1 Number of projects
The number of business planning projects hosted or participated in by business planners each year. B.3.2 Project scale
The scale of business planning projects hosted or participated in each year. The project scale is calculated according to the project contract subject. Projects below 100,000 yuan are small projects, projects between 100,000 yuan and 300,000 yuan are medium-sized projects, and projects above 300,000 yuan are large projects. B.3.3 Project implementation
The implementation of business planning projects hosted or participated in each year, including three situations: full implementation, scientific and careful copywriting, partial implementation, and no implementation.
B.3.4 Project Benefits
SB/T104112007
Requires the direct or indirect economic benefits brought to customers after the implementation of the planning plan, as well as the good social influence or industry response. B.3.5 Research Results
Comprehensive academic achievements of business planners in the field of business planning, including planning monographs, papers, teaching materials, etc. B.3.6 Social Activities
Participation in academic, commercial, and social activities related to the planning field, as well as participation in various training activities related to the planning field.
B.4 Scoring Criteria
This standard stipulates that the total score of the business planner evaluation is 100 points, and the score distribution is shown in Table B.1 below. Table B.1 Evaluation indicators and scores for business planners Indicator category
Ability and quality
Knowledge structure
Planning performance
Indicator item
Professional quality
Cultural accomplishment
Information ability
Analytical ability
Creative ability
Organizational ability
Professional knowledge
Basic knowledge
Related knowledge
Number of projects
Project scale||tt ||Project implementation
Project benefits
Research results
Social activities
Indicator score
Total score
SB/T10411-2007
Appendix C
(Normative Appendix)
Business planning project evaluation indicators and scoring standards This standard stipulates 15 specific indicators for business planning project evaluation. The description and corresponding standards of each indicator are as follows: C.1 Project level
C. 1. 1 Theoretical level
Planning projects should be guided by planning theory, and various theories and ideas should be reasonably applied to achieve the purpose of scientific planning. C.1.2 Technical methods
In the planning process, planning techniques and planning methods should be reasonably selected to ensure the scientificity and effectiveness of planning results. C.1.3 Creative level
Planning projects should be creative.
C.1.4 Cultural level
The planning project should be able to reflect rich cultural connotations. C.1.5 Operation level
The operability of the planning project and the smoothness of the implementation process. C.2 Project Results
C.2.1 Customer Satisfaction
The planning project should be able to achieve the customer's goals and the results should satisfy the customer. C.2.2 Economic Benefits
The social or industry response generated after the implementation of the planning project, as well as the direct or indirect economic benefits generated. C.2.3 Social Influence
What is the response generated in the society after the implementation of the planning project, including positive and negative impacts. C.2.4 Peer Influence
A good planning project should be able to generate a good response among peers in the planning industry after implementation. C.2.5 Related Results
Other related results should be generated during the planning and implementation of the project. C.3 Project Management
C.3.1 Time Management
Strict time management is required for planning projects. In the project planning stage, the time required for project implementation should be scientifically calculated, and the time for each stage should be reasonably allocated. During the project operation, the time regulations should be strictly observed, the project should be completed on time, and the results should be submitted to the customer in a timely manner. C.3.2 Standardized management
Planning projects should be operated in a standardized manner. There should be standardized project processes, standardized project plans or plans, project process documents should be retained, a dedicated person should be responsible for version control, project materials should be reasonably classified and effectively shared, and project results should be submitted in a standardized manner. C.3.3 Quality control
Planning projects should implement good quality control, including strict review of project plans, strict supervision of project implementation, reasonable selection of research methods, scientific and thorough copywriting, effective document management, data reliability verification, data collation in accordance with requirements, scientific presentation of results, etc. C.3.4 Communication management
In the process of cooperation in planning projects, it is necessary to maintain effective internal communication and timely and effective customer communication. 8
C.3.5 Project evaluation
SB/T10411—2007
Establish a project evaluation system to ensure and test the quality and effect of planning projects, including pre-evaluation of project plans, mid-term evaluation during project implementation, and effect evaluation after the project is completed. C.4 Scoring Standards
This standard stipulates that the total score of the business planning project evaluation is 100 points, and the score distribution is shown in Table C.1 below. Table C.1 Business Planning Project Evaluation Indicators and Scores Indicator Category
Project Level
Project Effectiveness
Project Management
Indicator Item
Theoretical Level
Technical Method
Creative Level
Cultural Level
Operation Level
Customer Satisfaction
Economic Benefit
Social Influence
Peer Influence
Related Achievements
Time Management||tt ||Standardized management
Quality control
Communication management
Project evaluation
Indicator score
Total score
SB/T10411-2007
Appendix D
(Normative appendix)
Business planning case evaluation indicators and scoring standards This standard stipulates 11 specific indicators for business planning case evaluation. The description and corresponding standards of each indicator are as follows: D.1 Planning level
D,1,1 Theoretical level
In the planning process, planning theory should be used as a guide, and various theories and ideas should be reasonably applied to achieve the purpose of scientific planning. D.1.2 Technical methods
In the planning process, planning techniques and planning methods should be reasonably selected to ensure the scientificity and effectiveness of planning results. D.1.3 Creative level
Planning cases should reflect a certain degree of creativity. D.1.4 Cultural level
The planning case should be able to reflect rich cultural connotations. D.2 Copywriting effect
D.2.1 Customer satisfaction
The planning copy should be able to achieve the customer's purpose and satisfy the customer. D.2.2 Implementation effect
The content of the planning copy should be able to be implemented and achieve good results. D.2.3 Influence
The planning copy should be able to produce good social influence and response from peers. D.3 Copywriting quality
D.3.1 Basic structure
The planning copy should be complete in structure, clear in organization, and logically smooth. D.3.2 Content expression
The planning copy should meet the requirements of rich content, accurate expression, prominent focus, and rich pictures and texts. D.3.3 Writing method
The writing method of the planning copy should be reasonable, and the type of copy should be properly selected. D.3.4 Argument materials
The arguments in the planning copy should be sufficient and rich materials can be selected. D.4 Scoring criteria
This standard stipulates that the total score of the business planning case evaluation is 100 points. The score distribution is shown in the following table D.1. 103 Influence
The planning copy should be able to generate good social influence and response from peers. D.3 Copy Quality
D.3.1 Basic Structure
The planning copy should be well-structured, well-organized and logically coherent. D.3.2 Content Expression
The planning copy should meet the requirements of rich content, accurate expression, prominent key points, and rich pictures and texts. D.3.3 Writing Method
The writing method of the planning copy should be reasonable, and the type of copy should be properly selected. D.3.4 Argument Material
The arguments in the planning copy should be sufficient, and rich materials can be selected. D.4 Scoring Standard
This standard stipulates that the total score of the business planning case evaluation is 100 points, and the score distribution is shown in the following table D.1.103 Influence
The planning copy should be able to generate good social influence and response from peers. D.3 Copy Quality
D.3.1 Basic Structure
The planning copy should be well-structured, well-organized and logically coherent. D.3.2 Content Expression
The planning copy should meet the requirements of rich content, accurate expression, prominent key points, and rich pictures and texts. D.3.3 Writing Method
The writing method of the planning copy should be reasonable, and the type of copy should be properly selected. D.3.4 Argument Material
The arguments in the planning copy should be sufficient, and rich materials can be selected. D.4 Scoring Standard
This standard stipulates that the total score of the business planning case evaluation is 100 points, and the score distribution is shown in the following table D.1.10
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