EVALUACION ECONOMICA SOCIAL
METODOLIA SELECCIONADA
CRITERIOS PARCIALES
-INDICADORES DE IMPACTO
-INVERSION:EMPLEO-BENEFICIARIOS/ INVERSION
-POBLACION BENEFICIARIA
-POBLACION TOTAL
METODOLOGIAS INTEGRALES
-DISTORSIONES
-PRECIOS MUNDIALES
-OBJETOS MULTIPLES
-PRECIOS MULTIPLES
METODOS EFECTOS
INTERPRETACION DE RESULTADOS
ADOPTACION CRITERIOS DE EVALUACION
ANALISIS DE SENSIBILIDAD
ANALISI DE RIESGO
FUJO NETO POR DESCONTAR
EMPRESA COMERCIAL
O RECURSOS PROPIOS
EMPRESARIO
O RECURSOS PROPIOS
COSTO DE OPORTUNIDAD
INVERSION TOTAL
ESTRUCTURA DE CAPITAL
RECURSOS DE CREDITO
RECUTSOS PROPIOS
ANALISIS DEMANDA VS OFERTA
- HAY DEFICIT
-HAY SUPERAVIT
DEFINICION PRODUCTO SERVICIO
-DESDE LA PERSPECTIVA DE MECARDO
-USOS
-VENTAJAS
-INOVACION
-FACILIDAD DE ACCESO
-NORMAS DE CALIDAD
-OTROS
ANALISIS DE COMERCIALIZACION
*PRODUCTO
*SERVICIO
*PRECIO
*CANALES DE COMERCIALIZACION
*ESTRATEGIAS DE PENETRACION
*SERVCIO
*PUBLICIDAD
TANTO PARA EL CLIENTE COMO PARA OS PROVEEDORES
ESQUEMA INTEGRAL DE LOS COMPONETES E INTERRELACIONES DE UN PROYECTO EN EL NIVEL DE LA PREFACTIBILIDAD O DE FACTIBILIDAD
Type in the name of your organization and press Enter.
TAMANO
The question that investors will ask is How will you turn your forecasts into reality?
Having identified your product or service, and the demand for it in the market, how will you reach that market?
GENERALIDADES
-RELACION CON OTROS COMPONENTES
Describe exactly what customers will buy, how they will buy it, how it will be provided or delivered, and how it will be supported after purchase.
Think about:
- The selection and decision process
- Ordering and payment
- Delivery of real or virtual goods
- Access to real or virtual services
FACTORES DETERMINANTES
-CRITERIOS DE ANALISIS
- TAMANO SELECCIONADO
-POSIBILIDADES DE AMPLIACION
PROGRAMA DE PRODUCCION O PRESTACION DE SERVICIOS
EN FUNCION TAMANO Y DINAMICA DEL MERCADO, DISPONIBILIDAD TECNOLOGICA, LOCALIZACION, OTROS.
CAPACIDAD INSTALADA
-CAPACIDAD NOMINAL
- CAPACIDAD DE DISENO
-FACTOR DE SERVICIO
-TURNOS
- ECONOMIA DE ESCALA
MERCADEO Y COMERCIALIZACION
How will the operations of your organization need to change, to support this plan?
Investors will need to know that you will also have the capabilities to deliver it, sustain it and scale it up.
ANALIS DEL ENTORNO
-VARIABLES EXTERNAS CON MAYOR INCIDENCIA EN EL PROYECTO, EN LAS DIMESIONES: ECONOMICAS, SOCIAL, TECNOLOGICA, POLITICA, JURIDICAS INSTITUCIONA, AMBIENTAL
METODOLOGIA
COMO SE ABORDA ANALISIS
-DEMNADA
-OFERTA
-ENTORNO
- COMERCIALIZACION
-HERRAMIENTAS, ESTADISTICAS.
- FOCUS GROUP, INFORMACION SECUNDARIA, INFORMACION PRIMARIA
IDENTIFICACION Y ANALISIS DE LA OFERTA
-QUIENES SON
-QUE FRACCION DE MERCADO TIENEN
- CUAL ES SU NIVEL DE DESARROLLO
-CUALES SON SUS VENTAJAS Y CUALES SON SUS DESVENTAJAS
-QUE PROYECTOS TIENEN
-CRITERIOS D ELA OFERTA
-PROYECCION DE LA OFERTA
IDENTIFICACION Y CARACTERIZACION DE LA DEMNADA
-SEGMENTACION
-LABORES DE CAMPO
-LECTURA DE INFORMACION ACOPIADA
-CRITERIOS DE PROYECCION
-PROYECCION DE LA DEMANDA
AREA DE INFLUENCIA
-DE LA DEMANDA
-DE LA OFERTA
- DEL PROYECTO
What new equipment and tools will you need? Will you replace old ones, or extend your capacity?
Add capital equipment.
EN f VARIABLE
- DEMANDA
OFERTA
-ENTORNO
- COMERCIALIZACION
How will your facilities need to change to implement your plan?
Will you need new premises or changes to existing premises?
Add a facility.
DIAGNOSTICO GENERAL
You will need credible forecasts of profitability and strategic benefits if you are proposing investment in your business.
DESCRIPCION DEL AREA DEL PROYECTO
ENFASIS EN VARIABLES DE INTERES POR EL PROYE
What is the impact on your strategy of this initiative? How will your strategy change to ensure that you can adapt to whatever this plan brings, whether it is good or not so good? Think about:
- The best and worst case scenarios
- How you will respond to best and worst case scenarios
- Your exit routes if things do not go according to plan
- How your strategic position will change
- What new opportunities could arise as a result of this change
Add a strategic point.
POLITICAS Y NORMAS GUBERNAMENTALES
RELACIONADAS CON EL PRODUCTO
PLANS DE DESARROLLO NACIONAL, REGIONAL, DEPARTAMENTAL, MUNICIPAL, INSTITUCIONAL, OTROS.
Even if your plan will eventually be profitable, cashflow limitations could prevent you from getting there. Your cash flow forecast should show that you are in control of this.
Consider:
- The best and worst cases for financial exposure
- The effects of late payment from customers
- When payback begins
- When payback completes and profitability begins
Add a key point from the cashflow forecast.
ANTECEDENTES
EXPERIENCIAS ANTERIORES
LEGALES
REGIONALES
NACIONALES
INTERNACIONALES.
Your breakeven analysis should show the minimum level of achievement that is still survivable. If operations go below breakeven, then you will need to take evasive action. Make forecasts for:
- Survival-level costs and expenses
- What could be delayed or dropped from the plan to reduce costs
- Worst cases for implementation delays and cost overruns
- Minimum sales performance
JUSTIFICACION
?POR QUE SE REQUIERE EL PROYECTO? ELEMENTOS CUANTITATIVOS Y CUALITATIVOS *ECONOMICOS
*CULTURALES
*SOCIALES
*LEGAL JURIDICO
*POLITICAS
*AMBIENTALES
*TECNOLOGICS
*INSTITUCIONALES
*INFRAESTRUCTURA
Your profit and loss (or income) forecasts should detail where, when and how profitability will be achieved.
Add a highlight from your Profit and Loss forecast.
Consider making forecasts for year 1, year 2 and year 3 of your plan.
OBJETIVOS
- GENERAL ?QUE SE PRETENDE?
-ESPECIFICOS/ COMPONENTES DEL PROYECTO
How will your balance sheet change as a result of this initiative?
- What new assets will you gain?
- What liabilities will you take on?
- How will the ownership of equity change?
Add a key point from the balance sheet forecast.
ORGANIZACIONAL
PRODUCCION
GERENCIAL
FINANCIEROS
RECURSOS HUMANOS.
How will your costs base change as a result of your initiatives? Think about:
- Changes in fixed costs and overheads
- Changes in variable costs with volume
- Changes in variable costs with better equipment, better processes or better product design
- Changes in materials costs with volume
Add a key point from the costs forecast.
REGIONAL
ECONOMICO, SOCIAL,TECNOLOGICO, POLITICO, AMBIENTAL INSTITUCIONAL, LEGAL.
How will sales increase as a result of your initiatives? Think about:
- Increased sales volume
- Increased average value of sales
- Increased sales to existing customers
- Opening up new markets and segments
Add a key point from the sales forecast.
EVALUACION
FLUJO NETO DE PRO. DE OPERACION
FLUJO DE INVERSION
INVERSION Y FINANCIAMIENTO
CAPITAL DE TRABAJO
-EFECTIVO
-INVENTARIOS
-P. EN PROCESO
-P. TERMINADOS
-CARTERA
INVERSIONES DIFERIDAS
-GASTOS CONSTITUCION
-ESTUDIOS PREVIOS
-MONTAJE
-INTERESES PREOPERATIVOS
-GASTOS PUESTOS EN MARCHA
INVERSIONES FIJAS
-TERRENOS
-MAQUINARIAS Y EQUIPOS
CONSTRUCCIONES
OTROS
ASPECTOS LEGALES Y ORGANIZATIVOS
Provide your investors with a clear picture of your business: how it is structured, who owns it, who runs it, and how it is doing so far?
TIPOS DE SOCIEDAD A CONSTRUIR
-COLECTIVA
-RESPONSABILIDAS LIMITADA
-ANONIMA
-COMANDITARIA
-OTROS
ORGANIZACION PARA LA OPERACION
*MISION, VISION
*ESTRUCTURA ORGANIZATIVA
*FUNCIONES AREAS
*POLITICAS
*SISTEMA DE GESTION DE CLAIDAD
ORGANIZACION PARA LA IMPLEMENTACION
-ESTRUCTURA ORGANIZATIVA
-ALTERNATIVA DE CONTRATACION
What is the legal status of your organization? Are you a sole trader, a limited company with shareholders, or a non-profit?
LOCALIZACION
Although the executive summary appears first in the document, it is easier to complete it last, when you can summarise and prioritize the key points in your plan.
FACTORES DETERMINATES DE LA LOCALIZACION
*MERCADO
* MATERIA PRIMA
*INTERES COMUNIDAD
*SERVICIOS
*CONDICIONES HIDROGEOLOGICAS
*OTROS
MACROLOCALIZACION
-CALIFICACION POR PUNTOS
-MODELO DE TRANSPORTE
-
MACROLOCALIZACION
Summarise the value and the difference that your organization aims to create. Mission statements are more useful if they describe the difference that you want to make to your customer's lives, rather than what you want to achieve personally. Your mission statement should directly influence strategic decisions.
INGENIERIA
Your business plan is a commercially sensitive document and you may wish to add a confidentiality statement (or non-disclosure agreement) at the front of the document.
Type in or attach your statement of confidentiality
DISTRIBUCION EN PLANTA
-DISTRIBUCION FISICA
-MAQUINARIA, ALMACENAMIENTO
-OFICINA, SERVICIOS, OTROS.
MANEJO AMBIENTAL
*SEGURIDAD INDUSTRIAL
*AMBIENTES EN PLANTAS
*MANEJO DE DESECHOS
*CONTROL AMBIENTAL
INFRAESTRUCTURA FISICA
-OBRAS CIVILES Y COMPLEMNTARIAS
-CUANTIFICACION OBRAS
-CRONOGRAMA DE ACTIVIDADES(gantt,COM,PERT)
-PRESUPUESTO
Subtopic
SELECCION MAQUINARIA Y EQUIPOS
-ANALISIS DE PROVEEDORES
-CLASIFICACION NACIONAL E IMPORTADA
-GARANTIAS, PRECIOS, ENTREGAS
-BALANCE DE MAQUINARIA
-RENDIMIENTO TECNIO
-SERVICIO
REQUERIMIENTOS
-PERSONAL
-MATERIA PRIMA
-INSUMOS
-SERVICIOS PUBLICOS
DESCRIPCION TECNICA DEL PRODUCTO/ SERVICIO
*ESPECIFICACION TECNICA
*COMPOSICION MATERIAS PRIMARIAS E INSUMOS
*PLANOS, HOJAS TECNICAS
*DISENOS
DESCRIPCION PROCESO DE PRODUCCION
*DIAGRAMA DE PROCESO
*DIAGRAMA GENERAL
*DIAGRAMA FLUJO DESCRIPTIVA
*OTROS
