SPX Module 5: Basic materials for investment analysis

Course description
This M5 course and the next one (M6) deal with analysis and appraisal of a new and expansion investment projects from various points of direct shareholders such as investors, financiers, guarantors and suppliers.
This M5, in particular, introduces and analyses the investment process structure focusing on the aspects related to market and marketing as well as facilities and logistic.
Prerequisites
A good knowledge of economics and corporate and business management is required
Objectives
The teaching materials of this course is the first of two information sets aimed to provide the developing countries’ entrepreneurs with a good knowledge of all issues of a project investment. This “M5” package is aimed to provide the “learners” with a tool set of information to study, comprehend and build the right market, marketing and logistic frame of an investment project
Program
This course can be shared on three macro-contents: 

1) a preliminary general description of the investment process, the concept, the components, the steps of implementation, the context of expansion and the appraisal process; 
2) a deep analysis of market and marketing issues related to investment process structure; 
3) a set of general and technical considerations about logistics, production and lay-out related to investment project 
Videolesson list
Lesson n. 1: The investment project and cycle and preliminary phases 
    Outline of the course 
    Outline of the lesson 
    What's a PDP 
    How the PDP is concerned with the investment cycle 
    The phases of tne investment cycle 
    The preliminary studies

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 2: The project investment: the step of the identification 
    Outline of the lesson 
    Objectives and phases of the step 
    The importance of a SWOT analysis 
    Socurce e developmente of a project idea 
    The first framework n of a business opportunity 
    Key aspects of project identification

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 3: The project investment: the step of the preparation 
    Outline of the lesson 
    Project preparation as an investment study 
    Main elements of the preparation 
    Varios consideration about: feasability, preinvestment studies, the support of Comfar software and others

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 4: The project investment: the step of the appraisal and promotions and their contexts 
    Outline of the lesson 
    The appraisal process and its players 
    The promotion process and its players 
    The players and micro and macrocontext of the investment process

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 5: The project investment: the step of the implementation. Part I 
    Outline of the lesson 
    The implemetation process and its cyclical aspects 
    The planning aspects and the WBS( Work Breakdown Strucuture)

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 6: The project investment: the step of the implementation. Part II 
    Outline of the lesson 
    The critical path analysis 
    Main operational charts 
    The management of the entire process: resposnability and management skills 
    Possible blocks and difficulties of the process

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 7: Investments in a context of Expansion/Modernization 
    Outline of the lesson 
    Analysis of contexts related 
    Methods of analysis 
    NPV and IRR applications 
    Framework for a financial analysis

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 8: The importance of the project appraisal 
    General considerations 
    Persepective of partcipants 
    Concerns of partecipants

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 9: Introduction and the market analysis 
    Outline of the lesson 
    The process market-marketing anallysis process 
    The market analysisi frame 
    The concept of market enviroment 
    The concept of product life cycle model

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 10: The market analysis: other aspects 
    Outline of the lesson 
    The concept of demand 
    The demand-supply relationship 
    The concept of market share

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 11: The market research 
    Outline of the lesson 
    General considerations 
    Information needs 
    Export market research

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 12: The market research: data collecting process 
    Outline of the lesson 
    An overview on data collection process 
    Types of data 
    Survey process 
    Sampling and questionnaire 
    The test marketing

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 13: The demand forecasting 
    Outline of the lesson 
    General considerations 
    Descriptions of various methods 
    Description of a rappresentative sample of methods 
    The concept of elasticity of the demand

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 14: The marketing strategy. Part I 
    Outline of the lesson 
    General considerations 
    Cases of applications 
    Elements of marketing strategy 
    Main features of the 5 element (Ist part) 
    Product 
    Packaging 
    Pricing 
    Promotion

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 15: The marketing strategy. Part II 
    Outline of the lesson 
    Main features of the 5 element second part 
    Market assessment report 
    The marketing programme 
    The conjunction with production programma

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 16: Tecnical analysis: general considerations 
    Outline of the lesson 
    What is and what includes 
    Scope and extent 
    When and in which of the phases of the investment process

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 17: Aspects about technology 
    The concept of technology 
    The choice and the influencing factors 
    Guidelines for the selection process

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 18: Aspects about product and production. Part I 
    Outline of the lesson 
    The concept of tehcnoogy 
    The choise and the influencing factors 
    Guidelines for the selection process

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 19: Aspects about product and production. Part II 
    Outline of the lesson 
    Study of materials and energy balance 
    Study of materials and suppliers 
    Pricing structure (example)

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 20: Aspects about product and production. Part III 
    Outline of the lesson 
    Study of machinery and equipment 
    Plant capcity issues

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 21: Aspects about product and production. Part IV 
    Outline of the lesson 
    The study of the plant capacity and its contribution 
    The concept of economy of scale 
    The plant capacity and the production programme

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 22: Aspects about organization and overhead cost 
    Outline of the lesson 
    Human resources planning issues 
    Plant organization and overhead costs

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 23: Aspect about location and site selection 
    Outline of the lesson 
    General considerations 
    Location selection criteria and issues 
    Site selection issues

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)

Lesson n. 24: Enviromental analysis and the final implementation plan 
    Outline of the lesson 
    Points to ponder 
    The clean production 
    The EIA: concept and process 
    The necessity of an implentation facilities plan 
    The necessity of a cost budgeting

Prof. Luca Giustiniano
Università Luiss Guido Carli (Roma - Italy)