FUNDAMENTOS DE FINANZAS
Type in the name of your organization.
1.5. Formas legales de las organizaciones mercantiles en México.
COOPERATIVA
Consider each objective together with the strategies that solve future problems and obstacles.
- Are these solutions enough?
- Will some obstacles remain that have not yet been addressed?
- Are vision, mission, and objectives being used to hide a lack of strategy?
ARTICULO 212
COMANDITA POR ACCIONES
Review all your strategies across objectives.
- Do they all fit together?
- Do any of them work against each other, or not line up?
YesNoOther
ARTICULO 207
SOCIEDAD ANONIMA
ARTICULO 87
RESPONSABILIDAD LIMITADA
ARTICULO 58
COMANDITA SIMPLE
Review each of your strategies and check that they really are strategies.
- Does each strategy solve an identified problem?
- Is each problem really a core problem, or are there other mechanisms behind it? Solving symptoms is not strategy.
- Are any of your strategies actually goals or objectives? 'Be the best' is not a strategy.
YesNoOther
ARTICULO 51
NOMBRE COLECTIVO
- Does the VMOST tree contain all your current strategies?
- Are you aware of formal or informal strategies that have been left out?
- Might this be because they don't quite 'fit' with everything else?
ARTICULO 25
LA UNION DE DOS O MAS PERSONAS, DE ACUERDO A LA LEY GENERAL DE SOCIEDADES MERCANTILES
To deliver this objective, you will need to work strategically.
For any objective, there will be obstacles and problems.
Your strategy should show that you understand the key problems, and know how to solve them.
Example: Establish a high-value exclusive brand to limit competition.
¿QUE ES ?
1.3 La funcion financera
CONTROL DE EQUILIBRIO FINANCIERO
OBTENCION DE RECURSOS FINANCIEROS
Consider each Strategy together with the tactical projects for executing it.
- Are these the right things to do?
- Do all of the actions align with this strategy, or are some of them not really connected?
- Are enough things being done? Or do you need to take some extra actions to execute the strategy?
DECISIONES DE INVERSION
- Do all your tactical projects join up, or are there gaps or overlaps?
- Are there any areas where effort is being duplicated?
- Could these be streamlined to support more than one strategy?
YesNoOther
PLANIFICACION FINANCIERA
- Does the VMOST tree contain all your current tactical projects?
- Or have some projects been left out?
- Might this be because they don't quite 'fit' with everything else?
FUNCION
CAPTAR FONDOS
To execute your strategy, it will break down into a number of tactical activities.
Tactics are practical projects that bring your strategy to life.
Example: Make a list of preferred areas and research the independent food retail outlets in each.
OBJETIVO
1.1¿Qué son las finanzas?
APROVECHAR OPORTUNIDADES PROFESIONALES
TRATAR CON EL MUNDO DE LOS NEGOCIOS
ADMINISTRAR RECURSOS PERSONALES
SU ESTUDIO AYUDA A
CONCEPTOS BASICOS Y MODELOS CUANTITATIVOS
TALES COMO
HA DESARROLLADO HERRAMIENTAS
ARTE DE ADMINISTRAR DINERO
How can you ensure that your staff are making decisions that are influenced by bigger goals?
Make some notes about how you will do this.
ESTUDIO DE LA OBTENCION Y EL USO DE DINERO
You might need to ensure that everyone understands your plan.
Make some notes about how you will do this.
Topic principal
1.6. La función de las finanzas en las diferentes organizaciones.
ENCARGADA DE EMPLEAR FLUJOS DE DINERO PARA GARANTIZAR LA OPERACION DE LA EMPRESA.
You might need to add, remove or clarify objectives to achieve your mission.
Make some notes about how your objectives could be changed.
OBTENER EL MAYOR RENDIMIENTO POSIBLE DE BIENES MONETARIOS
Review your objectives together with your mission statement.
- If you achieve these objectives, are they enough to deliver your mission statement?
- Do they all contribute to the mission? Or do some of them not really help?
- Might you need some more objectives to be certain of achieving your mission?
OBJETIVO PRINCIPAL
SE EMPLEARA EL DINERO DE LA EMPRESA
- Does the VMOST tree contain all your objectives?
- Are you aware of any others that your organisation is pursuing, that have been left out?
- Might this be because they don't quite 'fit' with everything else?
DEFINE COMO
UN BUEN FUNCIONAMIENTO Y FLUJO DE EFECTIVO
To deliver your mission, you will need a number of primary objectives.
These are major milestones, showing that you are achieving your mission. These should be written as SMART objectives, which means they are
- Specific,
- Measurable,
- Achievable,
- Relevant, and
- Time-bound
Example: To partner with 5 new organic food retail outlets this year.
SIRVE PARA
1.4 La ética en las finanzas
VALORES BASICOS NECESARIOS,TALS COMO ;
TRANSPARENCIA
EFICACIA
HONRADEZ
COMPROMISO
EQUIDAD
HACEN COMPATIBLE LA RENTABILIDAD ECONOMICA Y FINANCIERA
Make some notes about how your Mission statement could be improved.
INCORPORAN LA ETICA AL CONJUNTO DE DECISIONES DIARIAS DE AHORRO E INVERSION
Review your vision statement and mission statement together.
Does your mission statement bring your vision to life? Do the targets in your mission statement align with your vision?
YesNoOther
PRINCIPIO FUNDAMENTAL EN LAS FINANZAS
In one sentence, summarise your mission.
Your mission states how you express your vision - what you are aiming to do, to make your vision into reality.
Example: to be the leading supplier of organic foods in your area
NACE DESDE LOS 60'
1.2 La relación de finanzas con otras disciplinas.
REGISTRA OPERACIONES
Make some notes about how your vision statement could be improved.
CONTABILIDAD
ANALISIS DE COSTOS Y BENEFICIOS MARGINALES
Review your Vision statement:
Does your vision really reflect the values and beliefs that motivate you and your staff?
YesNoOther
MATEMATICAS
POR ANALISIS DE OFERTA Y DEMANDA
In one sentence, describe the vision of your organization. Your vision should:
- Inspire your staff
- Say something about your values
- Say something about your beliefs
- Be something you can always work towards
Example: You believe that sustainable organic foods are better for people and the environment
ECONOMIA
