Professional Documents
Culture Documents
I. RESUMEN
II. INFORMACIN COMPLEMENTARIA
III. ANLISIS DEL ESTUDIO DE MERCADO
IV. ASPECTOS TCNICOS
V. ESTUDIO DE LA ORGANIZACIN, DE ASPECTOS
VI. INVERSIN INICIAL Y FINANCIAMIENTO
VII. ESTIMACIN Y PROYECCIN DE COSTOS E
INGRESOS
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OBJETIVOS
Corto plazo
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Mediano o largo plazo
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IDENTIFICACIN DEL MERCADO
Perfil potencial de clientes: anlisis de la demanda
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Perfil de los competidores: anlisis de la oferta
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Precio
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Promocin
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Plaza
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INVERSIN INICIAL
Activos tangibles e intangibles
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Capital de trabajo
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FUENTES DE FINANCIAMIENTO
Fuentes de financiamiento de activos tangibles e intangibles
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Fuentes de financiamiento del capital de trabajo
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a) Mercado potencial
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b) Mercado disponible
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c) Mercado objetivo
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d) Crecimiento del mercado objetivo
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Canales de distribucin
Observaciones:
Segmento A :
Segmento B :
Segmento C :
Observaciones:
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3.2.2 Variables que afectan a la oferta
a) Precio de las materias primas y/o insumos
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b) Tecnologa
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c) Nmero de empresas en el rea
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d) Otras variables: impuestos
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a) competencia directa
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b) competencia indirecta
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3.2.4 Competencia futura
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Observaciones:
Items
Competidor A
Competidor B
Ubicacin
Productos
Precios y
formas de
pago
Promocin
Infraestructur
a
Personal
Otros
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e) Empaque o envase
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f) Embalaje
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g)Marca__________________________________________________________________
3.4.2 Decisiones sobre el precio
a) Fijacin de precios
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b) Poltica de precios de la competencia
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c) Poltica de crediticia
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3.4.3 Decisiones sobre la plaza
a) Cobertura del mercado
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b) Acceso a la materia prima y/o mano de obra
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c) Tipo de distribucin
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d) Medios de comunicacin
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3.4.4 Decisiones sobre la promocin
a) Mensaje
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b) Mix promocional en etapa de lanzamiento y/o mantenimiento
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c) Estrategia comercial
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3.5.4 Entorno institucional y poltico
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4.1 Proceso
4.1.1 Anlisis del proceso
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Smbolo
Nmero de
pasos
Tiempo
Operacin
Transporte
Demora (no
programada)
Inspeccin
Almacenaje
(demora
programada)
Retrabajo
TOTAL
4.1.3 Anlisis de la eficiencia del proceso
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4.2 Tecnologa
4.2.1 Identificacin de Alternativas Tecnolgicas
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4.2.2 Seleccin de Tecnologa
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4.2.3 Requerimiento de Maquinarias, equipos, mobiliario, herramientas,
vehculos
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Listado de
maquinarias
Listado de
equipos
Listado de
mobiliario
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4.3.3 Otros factores
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AOS
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a) Visin_________________________________________________________
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b) Misin ________________________________________________________
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c) Objetivos ______________________________________________________
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d) Polticas______________________________________________________
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5.2 ASPECTOS LEGALES
5.2.1 Forma societaria
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5.2.2 Proceso de Constitucin de la Empresa
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5.2.3 Licencia de funcionamiento
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5.2.4 Obligaciones tributarias
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5.2.5 Registro de marcas, patentes y nombres comerciales
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5.2.6 Legislacin laboral
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5.2.7 Otros
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5.3 IMPACTO AMBIENTAL
5.3.1 Diagnstico ambiental Situacin actual
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5.3.2 Externalidades del Proyecto: Identificacin de los impactos
ambientales
del proyecto
Impactos Positivos
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Impactos Negativos
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TIPO DE IMPACTO
Caractersticas del impacto
Calidad
de aire
Calidad
de agua
Erosin de Salud
suelos
Otro
unid. monet
A) Inversin en Activos Tangibles
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Local del negocio
Terreno
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Infraestructura
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Construcciones diversas (instalaciones o reparaciones del local del negocio)
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Vehculos de transporte
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Maquinarias, herramientas y equipos (de cmputo u oficina)
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Items
Ca nti da d
Ini ci a l
Ao 0
Ao 1
Ao 2
Ao 3
Ao 4
Ao 5
Maquinarias
Mobiliario
Equipos de Of icina
Equipos de Seguridad
Herramientas
Otros
Totales e n u.m .
Ta sa5
Maquinarias
10%
Mobiliario
10%
Equipos de Of icina
20%
Equipos de Seguridad
20%
Herramientas
20%
Otros
Ao 1
Ao 2
20%
0
20%
Tota l es en u.m
Preci o
Uni ta ri o
en u.m.
Ca nti da d
Ini ci al
Ao 0
Ao 3
Ao 4
Ao 5
En unidades
monetarias
En porcentaje
(%)
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En unidades
monetarias
Capital propio
Prstamo
Total
Informacin general del prstamo
Items
Valores
En porcentaje
PERODO
Saldo del
prstamo
Intereses
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
COSTOS
7.1 Costo total de produccin
7.1.1 Costos de Materiales Directos
Amortizacin Cuota
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Costo de materiales directos (unidades de produccin 1er ao)
Items
Unidad
Cantidad
Precio
Costo total
unitario
Total de materiales
directos en u.m
Ao 1
Ao 2
Ao 3
Ao 4
ao 5
Costo anual en
materiales directos en
u.m
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Mano de Obra Directa
Cargos
Cantidad Sueldo
bruto
Total Mano de
Obra Directa en
u.m
Ao 1
Ao 2
Ao 3
Ao 4
ao 5
Items
Unidad
Cantidad
Precio
Costo total
unitario
Total de materiales
indirectos en u.m
Ao 1
Ao 2
Ao 3
Ao 4
ao 5
Cantidad Sueldo
bruto
u.m.
Total en u.m
Ao 1
Ao 2
Ao 3
Ao 4
ao 5
Gastos de
Administracin en u.m
Cantidad Sueldo
bruto
Total en u.m
Ao 1
Ao 2
Ao 3
Ao 4
ao 5
Gastos de Ventas en
u.m
Tasa
Ao 1
Ao 2
Ao 3
Ao 4
Ao 5
Total en u.m
Ao 1
Ao 2
Ao 3
Ao 4
EGRESOS
1 Compra de Materias Primas
2 Mano de Obra Directa
3 Costos Indirectos de Fabricacin
4 Sub Total Costos de Produccin 1+2+3
5 Gastos de Administracin
6 Gastos de Ventas
7 Depreciacin
8 Amortizacin de Intangibles
Total Egresos 4 + 5 + 6 + 7 + 8
INGRESOS
Ingresos por la venta del bien o servicio
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Ao 5
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Ao 1
Ao 2
Ao 3
Ao 4
ao 5
INGRESOS
1 Ingresos por ventas
2 Ingresos financieros
3 Otros ingresos
Total ingresos 1 + 2 + 3
Ao 1
Ao 2
Ao 3
Ao 4
Ao 5
9.1 CONCLUSIONES
92. RECOMENDACIONES
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