Please enable JavaScript.
Coggle requires JavaScript to display documents.
Information Management and Project Evaluation, DEYSI YARISEL OJO VALDES 6…
Information Management and Project Evaluation
Importance, Definition and Origin of a Project
set of interdependent activities oriented to a specific purpose, with a predetermined duration.
Aspects
Technical dimension:
it is necessary to apply the specific knowledge of each work area
Human dimension:
it is a complex web of personal relationships, where a large number of interests come together, sometimes conflicting.
Management variable:
refers to something that is sometimes underestimated because it is not as spectacular or visible as other elements but it is the catalyst that allows the rest of the elements to behave properly
Global Development Plan
basics
The preliminary project report
Why is it done. Rationale.
Where do we do it. Location.
For whom. Recipients.
ELEMENTS OF THE LIFE CYCLE
It is made up of successive phases made up of tasks that can be planned.
Linear life cycle
It consists of breaking down the global activity of the project into phases that follow one another in a linear way, that is, each one is carried out only once, each one is carried out after the previous one and before the next.
Spiral life cycle
It can be considered as a generalization of the previous one for cases in which a single evaluation of a prototype is not enough to ensure the disappearance of uncertainties and / or ignorances.
Investment Study Types
General studies
Specific studies
Project Classification
according to category
Replacement
Expansion of existing products or markets
Expansion into new products or markets
Safety or environmental projects
Stages in the Development of a Project
Planning phase.
Execution phase
Delivery or commissioning phase
General Evaluation Scheme
it is fundamentally that market research provides information and not data for decision-making at managerial level
Market study
Product Study
Characteristics
Producto principal
By-products
Substitute products
Complementary products
Market research. Offer and demand
PRODUCT DEMAND
It must understand the evolution of the current demand for the good, and the analysis of certain characteristics and conditions that serve to explain its probable future behavior.
Current demand situation
Basic statistical series that allow determining the evolution of the consumption of the product during a sufficient period to allow estimating the long-term trend.
Estimation of current demand
Demand indicators
Annual growth rate of consumption in the period considered
Basic indices of price, income, cross elasticities.
Future situation
Statistically project the historical trend, in case of individual studies, regression analysis by the least squares method is recommended.
Then consider the determinants of future demand
Current situation
Production and import statistical series
Quantify the volume of the product currently offered on the market
Make a critical inventory of the main suppliers, indicating the conditions in which the main companies in the industry carry out production.
Price analysis
Training mechanism
Fixing the price
Marketing Analysis
The objective of the market study is to project the quantities of the product that the population will be able to consume at the different expected price levels.
Magnitude of the Project
In this field, a unit of measurement must be registered, with the possibility of including, if necessary, a second unit of measurement, which allows to account for the size or magnitude of the project.
Project localization
it is the one that contributes the most to achieving the highest rate of return on capital (private criterion) or obtaining the minimum unit cost (social criterion) "
aspects
Macro-level localization
It is to compare alternatives between the areas of the country and select the one that offers the greatest advantages for the project.
Micro-level localization
In the micro-level location, more particular aspects of the land already used are studied
Project Engineering
All the necessary resources are determined to comply with the production size that has been established as optimal.
Organization of production
Among the industries that work by assembly are some of the most relevant productive activities for the current economy, mainly mechanical ones: automobiles, engines, tractors, electrical appliances, electronics
Economic analysis
Total Cost of Physical Investment
The costs associated with the initial investment, such as acquisition of real estate, purchase of machinery and equipment, intangible assets and working capital.
Total Cost of the Operation
They must be calculated for the different levels of operation foreseen during the useful life of the project, classified as fixed and variable.
Operating costs are made up of variable operating costs and fixed operating costs. It also refers to operating expenses
Unit Costs
When the total costs to be incurred have already been determined, for the normal development of activities in a given period (generally one year), it is relevant to establish the unit cost of the good to be produced.
Investment Portfolio Analysis
The investment portfolios are integrated with the different instruments that the investor has selected.
Financial Study
Investment And Financing
The investments to be made constitute the initial costs that correspond to the execution of the project
NEW PROJECTS
Fixed investments have been made up of assets that are not subject to transactions, are obtained during the implementation or execution stage, and are used during the life cycle of the project
Working capital
is achieved by subtracting current liabilities from current assets of a going concern
Investment Schedule
Every project must present an execution schedule indicating the disbursements and the dates on which they will be made.
Balance Points
2 more items...
Budgets
After determining the investments and sources of financing to implement and start the project, the income and expenses budget is developed, to analyze the operations of the new company or expansion of this, or it could be the operating costs during the life useful, of a project or social program.
Structure and Sources of Financing
Determine financing needs
Iidentify possible sources of financing
Economic Evaluation and Project Administration
Evaluation Analysis Methods
Evaluation methods that take into account the value of money over time
Net Present Value (NPV) method
It is widely used for two reasons, the first because it is very easy to apply and the second because all future income and expenses are transformed into today's pesos and thus it can be easily seen if the income is greater than the expenses
Internal Rate of Return (IRR) method
It consists of finding an interest rate at which the conditions sought are met at the time of initiating or accepting an investment project.
Annual Uniform Equivalent Cost (CAUE)
It consists of converting all income and expenses into a uniform series of payments.
Evaluation methods that do not take into account the value of money over time
Financial ratios are essential in financial analysis
Project Sensitivity Analysis
It is used in project studies to study the effect on the result of the change of one or more elements.
Social Assessment
the indirect effects that will be had with the implementation of the project are measured.
General Organization Problems
Problems - Factors of success and failure of projects
DEYSI YARISEL OJO VALDES
6-713-1044