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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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