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  • 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)