Typical methods of development of business plans and analysis of investment projects
Introduction
The techniques are based on the standard test patterns.
Test table for the development of a business plan is a set of questions grouped into sections of the business plan. In each section, questions are grouped based on the sequence of the section. The volume is determined by the questions set international standards for business plans, guidelines of the ministries and commercial banks, as well as the need to fully reflect the economic activity of the enterprise.
The technique of using test tables is the following: there is a general text, business plan template, made in the text editor (WORD). When working with the text, you can add or erase the words, phrases or entire paragraphs. In the process, at certain locations (identified in the text), you must make the answers to questions from the test tables. Dedicated space issues in the test tables and answers are the same corresponding numbers. Thus, we achieve the maximum simplification of work on the text part of the business plan.
The questions in the test tables have several objectives:
- Diagnose the current state of affairs in the company. In this case, the answer to these questions is expected in the form of "yes", "no" or rating scale:
1. - "quite wrong";
2. - "to some extent";
3. - "substantially";
4. - "often";
5. - "quite right";
6. - "I do not know"
It can be from 1 - "not at all satisfied" to 5 - "completely satisfied" 6 - "I do not know."
Depending on the response offered solutions to the issue in view of obtaining the greatest efficiency.
This group of questions is not only used in the development of a business plan, but also in investment analysis and diagnostics. Only in this case, the answer in the text of the business plan or the questionnaire for the diagnosis assessed taking into account the level of efficiency.
- To provide answers to fill gaps in the text of the business plan. In addition to the questions provided a table to fill their input data. This data is used in the preparation of the table of income and expenses, cash flows, consolidated balance sheet, determine the point of self-sufficiency, as well as assessing the technical characteristics of the goods, the analysis of the sustainability of goods on the market, the probability of risk by groups, the amount of the possible loss.
Baseline data are also used to calculate the performance of commercial, fiscal and economic efficiency.