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Information Management and Evaluation of projects, Mayra Lee - Coggle…
Information Management and Evaluation
of projects
Introduction
Specific Objectives (Learning Results)
That the Participant knows the fundamental aspects of the projects, their formulation, evaluation and related aspects such as the value of money
That the Participant understands: The importance, definition and origin of a project, The global development plan, The types of investment study, The classification of projects, The stages in the development of a project and The general evaluation scheme
Importance, definition and origin of a project
management elements such as the identification of objectives, human resources management, logistics, risk identification,
financing, etc
Project
is a set of interdependent activities aimed at
a specific purpose, with a predetermined duration
Successfully completing the Project means meeting the objectives within the technical, cost and completion time specifications
Every project has three different facets or aspects
Technical dimension: it is necessary to apply the specific knowledge of each work area
Human dimension: a project is a complex network of personal relationships
Management variable: managing well or badly depends to a large extent on the success or not of the operation
Overall development plan
The Basics
Who does it. Presentation
Why is it done? Foundation
The preliminary report of the project
Where do we do it. Location
For whom. Recipients
To get what. Goals
Lifecycle
consists of successive phases made up of tasks
bakeable.
Phases: it is a set of activities related to an objective in the development of the project
Life Cycle Models
The scope of the cycle depending on how far the corresponding project reaches
The characteristics (contents) of the phases into which they divide the cycle
linear life cycle
It consists of breaking down the global activity of the project into phases that follow one another in a linear manner, that is, each one is carried out only once, each one is carried out after the previous one
Life cycle with prototyping
The experience of developing the prototype and its evaluation should allow the definition of the most complete and safe specifications for the final product
Types of investment study. Prefeasibility Analysis
The Studies to be Financed with Program Resources are classified as General and Specific
Basic general studies of a regional and/or sectoral nature
Preliminary studies aimed at considering alternatives from the technical, environmental, financial, economic and institutional points of view, to make a decision
Pre-feasibility studies aimed at determining the best alternatives for an investment project
Classification of a project
Replacement
Expansion of existing products or markets
Safety or environmental projects
Stages of project development
planning phase, execution phase, delivery or start-up phase, initiation phase, control phase
Market Study
Specific Objectives (Learning Results)
That the participant knows the characteristics of the product or service that he intends to develop, its impact on the market and the competition that he will face
That the Participant analyze the study of the product, the study of the market. Supply and demand, Price analysis, Marketing analysis
Study of the product
specific characteristics of the good or service under analysis
Byproducts
Substitute products
Main product
Complementary products
The study of the product is also related to its life cycle: introduction, growth, and maturity
Market study. Offer and demand. product demand
Here the quantities of the good that consumers are willing to acquire are determined and that justify the realization of the production programs
The real or psychological need of a population of consumers must be quantified, with a disposition of power
sufficient purchasing power
They should include current demand situation, demand indicators, future situation, current situation
Price analysis
Formation mechanism and price setting should indicate probable maximum and minimum values
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
Marketing are the activities related to the transfer of the product from the producing company to the final consumer and that can generate costs for the project
Study of the project
Specific Objectives (Learning Results)
That the participant can decide the characteristics of the project, its capacity, location and process
Have the participant evaluate the magnitude of the project, the location of the project, the engineering of the project, and the organization of production
Magnitude of the project
A unit of measure must be entered in this field, with the possibility of including, if necessary, a second unit of measure, which allows accounting for the size or magnitude of the project
The information comes from the Project Results module, and is recorded when creating an investment initiative or when modifying project results
Location of the project
It is important to analyze which is the ideal place where the project can be installed, incurring minimum costs and better access facilities to resources, equipment, etc.
the goal is to achieve a competitive position
based on lower transportation costs and speed of service
Macro-level localization
cost of transportation, inputs and product, availability and costs of inputs, human resources and decentralization policy
Localization at the micro level
access roads, transportation of labor, electricity, water, land value and quality of labor
Project engineering
all the necessary resources are determined to meet the production size that has been established as optimal
Processes, equipment, human resources, office furniture and equipment, land, buildings, equipment distribution, civil works, organization and elimination or use of waste, etc. must be determined.
Organization of production
Assembly production is characterized by chaining sequences of processes that converge towards a continuous line in which the final products are assembled
Economic analysis
Specific Objectives (Learning Results)
That the participant knows the necessary amount to invest to develop the project, as well as to operate it
That the participant The total cost of the physical investment, The total cost of the operation, The unit costs and The investment portfolio analysis
Total cost of physical investment
Costs associated with the initial investment, such as property acquisition, purchase of machinery and equipment, intangible assets, and working capital
They are the set of material resources and human talent necessary to carry out the project. Includes labor, equipment, furniture, materials, supplies, adaptations and others.
Total cost of the operation
They must be calculated for the different levels of operation expected during the useful life of the project, classified as fixed and variable
Unit costs
The unit cost of an item changes according to the level of production
To produce, many expenses are involved, so it is necessary to classify them into fixed and variable, according to their relationship with the volume of production
Financial study
Specific Objectives (Learning Results)
That the participant knows the cost of money based on investment amounts for the projects and their profitability
That the participant deepen His investment and financing, The balance points, The budgets, The structure and sources of financing, The table of sources and use of funds
Investment and financing
whenever there is a human need for a product or service, there will be a need to invest
The investments that will be made constitute the initial costs that correspond to the execution of the project
Balance points
shows a situation in which the company neither wins nor loses, and is done to determine the lowest levels of production or sales at which a project can operate without jeopardizing financial viability
The lower the break-even point, the greater the chances that the project will make a profit and the lower the risk that it will incur losses
Budget
After determining the investments and sources of financing to implement and start the project, the budget of income and expenses is developed, to analyze the operations of the new company or its expansion, or it could be the operating costs during its life. useful, of a social project or program
Economic evaluation and administration of the project
Specific Objectives (Learning Results)
That the participant understands the methods of evaluation analysis, the sensitivity analysis of the project, its social evaluation, the general problems of the organization
, and Project schedule
That the participant knows the profitability of the project through different evaluation methods and how to consolidate the follow-up of the project based on an adequate management of resources
Methods of evaluation analysis
The evaluation of projects through mathematical-financial methods is a very useful tool for decision-making by financial managers, since an analysis that anticipates the future can avoid possible deviations and problems in the long term.
Sensitivity analysis of the project
It is used in project studies to study the effect on the result due to the change of one or more elements.
Social evaluation
the indirect effects that will have with the implementation of the project are measured
General problems of the organization
Problems - Factors of success and failure of projects
Problems in time: "risks" in meeting deadlines
Cost Risks Cost Benefit Ratio
Project schedule
This table shows the code of all the activities on its axes, and can be read both on the horizontal and vertical lines. Figure 2 shows the sequence table for the example problem
Mayra Lee