NATIONAL UNIVERSITY OF TRUJILLO

POSTGRADUATE SCHOOL
CIPOST

INVESTMENT PROJECT
"HAPPY DAYS" COMPANY, HOLIDAYS AND SOCIAL EVENTS

AUTHORS:
 HUAMANCHUMO CASANOVA, FRANK CARLOS
 LUNA GUERRERO ANTHONY
 PEÑA GONZALES, NATALIA
 RODRÍGUEZ SANDOVAL, SUSANA
 SALINAS INGAR, CINTHYA
 ZAVALETA CONTRERAS, MARCO

TEACHER:
 ELIANA PAJARES CHENG

TRUJILLO – PERÚ

2018
 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

INDEX
INDEX _______________________________________________________________ 2
THANKFULNESS _______________________________________________________ 4
ABSTRACT ____________________________________________________________ 5
JUSTIFICATION ________________________________________________________ 6
CHAPTER I: PROJECT DESCRIPTION ________________________________________ 7
THE COMPANY ________________________________________________________ 8
1.1. General Characteristics: _______________________________________________ 8
1.2. Mission _____________________________________________________________ 9
1.3. Vision ______________________________________________________________ 9
1.4. Objectives __________________________________________________________ 9
1.4.1. General Objective: _______________________________________________________ 9
1.4.2. Specifics Objectives: ______________________________________________________ 9

1.5. Organization Chart___________________________________________________ 10

1.6. Description of the Areas:______________________________________________ 10
1.7. Corporate image: ____________________________________________________ 11
CHAPTER II: MARKET ANALYSIS AND RESEARCH ____________________________ 12
ANALYSIS ___________________________________________________________ 13
2. Market Analysis _______________________________________________________ 13
2.1. SWOT Analysis ______________________________________________________ 13
2.1.1. Strengths ______________________________________________________________ 13
2.1.2. Opportunities __________________________________________________________ 13
2.1.3. Weaknesses ____________________________________________________________ 13
2.1.4. Threats ________________________________________________________________ 13

2.2. Study of the Competitions ____________________________________________ 14

2.3. Competitive advantages ______________________________________________ 14
2.4. Positioning _________________________________________________________ 14
CHAPTER III: PLAN OF MARKETING _______________________________________ 15
STRATEGY ___________________________________________________________ 16
3. Strategy of Marketing __________________________________________________ 16
3.1. General ____________________________________________________________ 16
3.2. Personality of the mark _______________________________________________ 16
3.3. Basic promise _______________________________________________________ 16
3.4. Advertising means and support ________________________________________ 16
3.5. Promotion _________________________________________________________ 17

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

3.6. Service ____________________________________________________________ 17

3.6.1. Description ____________________________________________________________ 17
3.6.2. Quality ________________________________________________________________ 17
3.6.3. Prices _________________________________________________________________ 17
3.6.4. Advantages ____________________________________________________________ 18

CHAPTER IV: FINANCIAL ANALYSIS _______________________________________ 19

FINANCIAL ANALYSIS __________________________________________________ 20
4. Financial Analysis ______________________________________________________ 20
4.1. Contributions from partners ___________________________________________ 20
CHAPTER V: CONCLUSIONS _____________________________________________ 27
CONCLUSIONS _______________________________________________________ 28
BIBLIOGRAPHY _______________________________________________________ 29
ANEXOS ____________________________________________________________ 30
ANEXO 1: DISTRIBUTION PLANT _________________________________________ 31
ANEXO 2: SALES PLAN _________________________________________________ 33
ANEXO 3: LOCATION __________________________________________________ 34

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

THANKFULNESS

We dedicate this project to God, to enlighten us and be at our side at all times.

To our unconditional families and friends for the selfless help to overcome every obstacle
that presents itself in our lives, thanks to their examples today we have come to fulfill our
goals.

To our friends and fellow students, for their support at all times.

Finally, to all the people who in one way or another have always helped us.

The group

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

ABSTRACT
The company of parties and social events "Happy Days", offers the service of
organization of receptions and events. Its main market being the urban sector of the
province of Trujillo. The company is private and It is originally constituted by a small
group of partners. It is known the expense that families incur to make receptions or
events in our society, and the lack of organization or in some cases of knowledge to
make these holidays.

Uniting these two factors has seen the convenience of creating this company, since that
a personalized service would be provided based on the client's desire, which in Many
cases seek to mix the traditional with the contemporary, whether national or foreign

Our potential client would be the families that organize their private parties and they
serve as priostes for the celebrations in their community. The same as they have a good
percentage of expenditure financed by migrant relatives who send their economic
resources for parties, seeking to receive videos and photos of the investment made.

With all this explanation we would expect to have clients in the most away that can solve
a party, to the taste and satisfaction of those who propose the event, as well as the
financiers, whether they live in our country or outside of it.

KEYWORDS: Rent, Catering, Events, Urban, Organization, Receptions.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

JUSTIFICATION
Peru has been going through a process of socio-economic change, both for globalization,
as for migration. It is this second, which motivates the creation of a company to offer the
organization service of events

When experiencing the circumstances of the subject under study, in the sectors of the
province of Trujillo, and see the lack of organization in events relatives, both at home
and in reception halls, coliseums or schools. The idea of creating this company was born,
to give alternative to the lack of organization in relation to the protocol, a bad attention to
the guests, an excessive adornment, a latent concern for part of the hosts. And all this
with a high expense of the resource economic.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

CHAPTER I: PROJECT
DESCRIPTION

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

THE COMPANY
1.1. General Characteristics:

- Company Name´s: “Happy Days”

- Activity: Celebrations and Social Events.
- Sector: Social Services.
- Location: Larco Avenue stable 21. Trujillo.
- Team of Work:

Figure N° 1: Team of Work

Is a company that takes as a target public the Trujillo society, who participate in
social events of all kinds, and given that in the city there are not enough
companies that offer adequate spaces that meet the social demand for parties
and events such as onomastics, bachelor parties, baby showers, etc.

In such virtue, it is considered relevant the purpose of entering the market with
an innovative service in the organization of parties and events especially ed at
children in the city of Trujillo, in such a way that it impacts the population, for its
multiple options offered for the recreation and fun of children.

Therefore, the creation of a company of organization of parties and social events

tends to promote a wider vision in an environment where the competitiveness
and the continuous development are paramount.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

The agents of the company manage in an environment of advertising and handle

of image, with the respective advice of professionals in the fields required for the
company, will develop a project of modern business and appeal.

The company has a properly installed infrastructure in a dimension of 1,200m2,

in where it finds the social area, offices administrative, field of football, field of
basketball, zone of recreation, parking and cellar; having 2 types of personnel,
the fixed and the one of agreement (required according to the needs of the
customer).

1.2. Mission

This company offers services of organization of childish parties, directed to the

urban sector of the city of Trujillo, offering to the customers consumers of the
service: quality, efficiency and professionalism for the satisfaction of them,
strengthening of this way the constant growth of the company.

1.3. Vision

By the year 2021 achieve a local and provincial positioning, becoming a leader
in the supply of innovative services for children's entertainment, providing comfort
and satisfaction according to the requests of our customers.

1.4. Objectives

1.4.1. General Objective:

Offer a new service and original to the market put, to reach a level of high
positioning in the course of a year.

1.4.2. Specifics Objectives:

 Implement new zones of recreation inside the establishment, with

the end to offer several services and satisfy to our customers, chord
to the requirements of the half.
 Undertake a strategy of continuous marketing to keep the level of
sales of the service according to the expectations of the company.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

1.5. Organization Chart

The structure organizational of the Company is the one who shows to

continuation:

General management

Secretary

Advertising Cleaning Services

Design Decoration Animation

Videos Security

Photographs Confectionery

Figure N° 2: Organization Chart

1.6. Description of the Areas:

General management:

The objective of this area is to offer the administrative management, operative,

logistical for the operation of the company, being to his charge a general
manager.

Office:

The objective is to offer assistance to the management, to coordinate and control

the resources of the company.

Advertising:

In this department the graphic designers are the attendants to carry out the
strategy of marketing of the business, fulfilling with the s and put established

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

inside the same, commissioning of the account of customers and make the
respective contacts.

Besides, carry out the advertising of the company and to elaborate the cards of
each party.

Service:

In this department the graphic designers are in charge of carrying out the
marketing strategy of the business, complying with the objectives and goals
established within it, taking charge of the client's account and making the
respective contacts.

Cleaning:

In this area the boss of maintenance will coordinate the diverse activities to
conserve the goods pieces of furniture and real estates of the company, offering
a constant maintenance, with the end to have a good image of the company.

1.7. Corporate image:

The company has the following image like logo:

Figure N° 3: Corporate Image

Slogan: “Full entertainment for all occasion”

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

CHAPTER II: MARKET ANALYSIS

AND RESEARCH

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

ANALYSIS
2. Market Analysis

2.1. SWOT Analysis

2.1.1. Strengths

 The company has a wide range of recreational games, new and

insurances.
 It has a personalized service of nursery, in hands of professionals.
 It offers the complete realization of the childish events, with the
end that the hosts enjoy of the party like an invited more.
 Personalized decoration, of agreement to the requests of the
customer.

2.1.2. Opportunities

 The market of the city of Trujillo, does not have saturation of

businesses or companies that offer all this type of services, what
will facilitate the positioning of the same.
 Given the cultural and economic advance of the city of Trujillo, the
demand of this type of service has gone increasing, for of one or
another form be to the pair with the big cities of the country as they
are Lima and Arequipa.

2.1.3. Weaknesses

 The not having presence for being new in the market.

 The percentage of participation in the market is inferior to the of
the competition.

2.1.4. Threats

 The global economic crisis. Plagiarize our innovative ideas.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

2.2. Study of the Competitions

The Happy Days has as competitors the companies: "Los Profesionales" and
"Toldos y Eventos 2000 S.A.C." who offer services in the market of events
and children's parties.

Table N° 1: Comparative Analysis of the Main Competition

Competitors Weaknesses Fortresses

Los Profesionales  High prices.  Experience in the
 It does not have its market
own premises.  Good
 Hire staff according  Technology
to the occasion
Toldos y Eventos  High prices.  Infrastructure.
2000 S.A.C  Outsource some  Experience in the
services. market.
 Services are
contracted
separately.

2.3. Competitive advantages

The competitive advantages that “Happy Days” will employ to compete with
the other companies of the market, find low approaches of differentiation:

 Offer a good service

 Park of entertainments
 Originality in the work
 Professional team highly qualified

2.4. Positioning

The positioning of the company “Happy Days”, will be based in:

 Main characteristics of the service: original parties and new childish

games.
 Profit that reports: familiar integration.

With this the company looks for to reach a high acceptance in the objective
public and position a modern and comfortable image.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

CHAPTER III: PLAN OF MARKETING

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

STRATEGY
3. Strategy of Marketing

The company will start its operations offering affordable prices, which will be
determined by the quality of the service and will be maintained to create in consumers
an equitable image between price and quality.

3.1. General

Enter the market with an aggressive identification campaign in order to

position yourself in the target market, satisfying needs and demand.

3.2. Personality of the mark

The consumer has to see to the mark of an attractive form, that incite him to
know more than the services that offers, and to his time reflect quality,
originality and modernity.

3.3. Basic promise

“Happy days” guarantees a moment of family recreation, and entertainment

for big and small.

3.4. Advertising means and support

The different channels of communication through which will transmit the

advertising messages are:

Table N° 2: Advertising Means and Support

Half Support Forms

Press Local newspapers Announcements
Television Channels of TV Spots Advertising
Radio Local Radio Station Spots Advertising
Internet Web and Social Web page, Posters,
Networks Banners, etc.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

3.5. Promotion

Promotional campaigns ed at final consumers will be carried out, the

objective is not only to get the consumer to acquire the service during the
period that the promotion will last (6 months) but also after the end of it.

The company decided to make a promotional campaign of gifts attached

to the service based on a small but significant toy for the host and balloons
with the logo of the company as a gift for all children, in this way the
consumer is rewarded and will increase advertising for the company.

The axis of the campaign will revolve around parents or mothers of

families, who like to carry out social events for children of high quality and
original.

3.6. Service

3.6.1. Description

“Happy days” offers a service of organization of parties and events,

that includes the total or partial organization, of agreement to the
requests of the customer, and also the totally adapted installations
with green areas, fields and a small recreational park.

3.6.2. Quality

It is an innovative service with a perspective to a center of

entertainment little common in the half, in which it guarantees the
efficiency and quality of the personnel that will attend the demand
of the customers.

3.6.3. Prices

The price fixed for this type of services will keep in a standard
value in relation to the existent in the limited current market, to the
that adds him the different services billed in lines precedents.

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3.6.4. Advantages

When offering a service that guarantees quality and attains the

satisfaction of the customer, could mention the following
advantages:

 Having no competitors that saturate the medium, will achieve

a more easily positioned.
 Considering that it offers an innovative service, would increase
the number of sales of the service.
 To the found situated in a near zone to the c go in of the city,
facilitates the access of possible customers.
 Considering that the prices offered represent a reasonable
amount, we would cover a larger market.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

CHAPTER IV: FINANCIAL ANALYSIS

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

FINANCIAL ANALYSIS
4. Financial Analysis
4.1. Contributions from partners

This study aims to determine the feasibility of the project for which the initial
investment was determined, revenues and expenses, among other
calculations, obtaining profit for the period. This study is designed to five
years in order to analyze the variations that occur during this period.

Then the contribution of each of the partners is as follows:

Table N° 3: Members' shares.

Partners % US $
Partner 1 20 16,000.00
partner 2 25 20,000.00
partner 3 25 20,000.00
partner 4 20 16,000.00
partner 5 10 8,000.00
TOTAL 100% 80,000.00

Value equivalent to about 48% of the total investment, $ 167,227.00 totaling.

Ground:

The land allocated for the construction of Happy Days has a dimension of 600
m2, each square meter has a cost of $ 30.00, the total investment for the land
is $ 18,000.00.

Building
The infrastructure of the office area, social area, basketball court, soccer field,
recreation area, parking lot, enclosure and other necessary facilities for the
company, have a total amount of $ 72,563.00

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

Table N° 4: Annual Investment: Fixed assets – Tangible Fixed Investment

INFRAESTRUCTURAE

Dimension Cost per m2

Area Detail Total ($)
(m2) ($)

Ground 600,00 30,00

18.000,00
BUILDINGS

Administrative Administrative Office 12,00 220,00

2.640,00

Cover 88,00 45,00

3.960,00

Subfloor 84,00 12,50

1.050,00

Social Area Masonry (Walls) 84,00 10,00

840,00

Masonry (Plaster) 84,00 7,00

588,00

25,00
Finish 84,00 2.100,00

Soccer field 55,00 50,00

2,750.00

Basketball court 55,00 37,00

2,035.00

Recreation area 170.00 50,00

8,500.00

Construction of halls 28,00 20,00

560.00

Parking lot 80,00 27,00

2,160.00

Security shelter 6.00 130,00

780.00

lavatories 7.00 200,00

1,400.00

Winery building 220.00 60,00

13.200,00

Enclosure 600,00 50,00

30,000.00

SUBTOTAL
72563.00

TOTAL $ 90,563.00

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

Table N° 5: Annual Investment: Fixed assets

BASIC FACILITIES

Quantity Denomination P. Unit ($) V. Total ($)

1 Telephony and Internet 400,00 400.00

1 Water system 50,00 50.00

1 Light system 80,00 80.00

1 Air-conditioning system 2,000.00 2,000.00

1 Fire safety system 200,00 200.00

$
2.730.00

Table N° 6: Annual Investment: Fixed assets

MACHINERY AND EQUIPMENT

Quantity Denomination P. Unit ($) V. Total ($)

1 Hot dog wagon 889.00 889.00

1 Trolley candyfloss 628.00 628,00

1 Trolley granita 260.00 260.00

1 Trolley popcorn 339.00 339.00

1 Microwave 250,00 250,00

1 freezers 450.00 450.00

TOTAL $ 2,816.00

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

Table N° 7: Annual Investment: Fixed assets

COMPUTER EQUIPMENT

Quantity Denomination P. Unit ($) V. Total ($)

2 Machintosh 1.000,00 2,000.00

1 Plotter 3,000.00 3,000.00

1 Laser printer 130,00 130,00

1 Computer 600,00 600,00

1 Photographic camera 200,00 200,00

1 adder 35,00 35,00

1 Calculator 6.00 6.00

1 Tape recorder 32,00 32,00

1 Video camera 250,00 250,00

TOTAL $ 6,253.00

Table N° 8: Annual Investment: Fixed assets

FURNITURE AND FIXTURES

Quantity Denomination P. Unit ($) V. Total ($)

3 desktops 180,00 540.00

2 chairs 45,00 90,00

2 Executive chairs 110,00 220.00

150 Pushchairs 3.00 450.00

300 Chairs for adults 6.00 1,800.00

100 tables 18,00 1,800.00

1 Sofa 170.00 170.00

TOTAL $ 5,070.00

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

Table N° 9: Annual Investment: Fixed assets

SERVICE EQUIPMENT

Quantity Denomination P. Unit ($) V. Total ($)

1 Elastic bed 400.00 400.00

1 Pinball 250.00 250.00

2 Football 131.00 262.00

4 Playhouses (swings) 120.00 480.00

2 Playhouse for girls 350.00 700.00

1 Basketball hoops game 50.00 50.00

2 Basketball 20.00 40.00

2 Soccer ball 39.00 78.00

1 Arcos game 146.00 146.00

2 baby swing 11.00 22.00

1 Up and down 35.00 35.00

2 inflatable 12.00 24.00

1 Twister 37.00 37.00

1 Twister ball 21.00 21.00

12 Hopper T ball (Springer) 34.00 408.00

12 Kanguroball 18.00 216.00

TOTAL $ 3,169.00

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

Table N° 10: Annual Investment Assets Deferred

Quantity Denomination P. unit $ V. Total $

1 Feasibility study, design, drawings 1.000,00 1.000,00

1 Expenses startup or boot 850.00 850.00

TOTAL 1,850.00

Table N° 11: Total Project Investment

TANGIBLE V. Total $

Ground 18,000.00

buildings 72563.00

Basic services 2.730,00

Machinery and equipment 2,816.00

Computer equipment 6,253.00

Service equipment 3,169.00

Furniture and fixtures 5,070.00

Total Tangible Investment $ 110,601.00

Total intangible investment $ 1,850.00

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

Table N° 12: Annual Investment: Investment in Working Capital

SPECIFICATIONS VALUE $
Direct materials 19,036.00
Indirect labor 12,537.00

Personal Contract 19,080.00

Basic services 1,206.00

insurance 778.00

maintenances 300.00

Advertising 900.00

Cleaning 146.00

Cost of sales (fixed) of an event 725.00

TOTAL $ 54.707.00

Table N° 13: Summary of Investments

DESCRIPTION VALUE $

Fixed assets 110,601.00

Deferred assets 1,850.00

Capital work (operation) 54,707.00

Total $ 167,158.00

Total investment $ 167,158.00 100%

Input from partners $ 80,000.00 48%

financing $ 87,158.00 52%

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

CHAPTER V: CONCLUSIONS

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

CONCLUSIONS

 The potential market that you have to start a company that provides catering services
in the districts of Trujillo.

 The existing companies according to the survey cover 90 events per month, so there
is a great demand to cover, which makes the project more attractive.

 The project will start with a modest participation in the market covering 16 events per
month which will increase according to the production capacity of the company.

 It is finally concluded that the installation of a company of events and children's

parties in the province of Trujillo is technically, economically and financially viable.

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BIBLIOGRAPHY
 Hinojosa Jorge Arturo, Afararo Héctor (2000); Evaluación económica financiera de
proyectos de inversión. p. 549-553.
 Joaquín de la Torre, Zamaron Berenice, Naucalpan de Juárez (2003); Evaluación de
proyectos de inversión.
 Kafka, Folke (2004); Evaluación estratégica de proyectos de inversión.
 Abraham Hernández (2005); Formulación y evaluación de Proyectos de Inversión.
 Ocampo Sámano, José Eliseo (2009); Costos y evaluación de Proyectos.
 Canada Sullivan White (1997); Análisis de la inversión de capital para ingeniería y
administración.
 Ross Westerfield Jaffe; Finanzas corporativas.

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ANEXOS

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ANEXO 1: DISTRIBUTION PLANT

The distribution in the plant implies the organization of spaces necessary for the
movement of material, storage, equipment, administration, services for personnel, etc.

Therefore, the following illustration shows the distribution of the departments and
equipment of the company.

Figure N° 5: Distribution Plant

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

Figure N° 6: Aerial view of recreational spaces

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

ANEXO 2: SALES PLAN

The service will be offered directly to the clients, who will have to sign a contract
specifying the services they wish to cover in their events, and depending on the total
amount, 50% will be canceled in advance, this phase of the negotiation will be in hands
of the secretary-accountant, who will take the portfolio of clients and will be in charge of
detecting the needs of the same.

Both the services and the products that will be offered at the events must have prior
approval and quality control, and in this way provide total customer satisfaction and
optimization of resources.
PLAN II
PLAN I

•Animator. •Animator. PLAN III •Animator.

•Care Staff. •Care Staff. •Care Staff.
•Crazy Hour. •Crazy Hour. •Crazy Hour.
•Soccer Field. •Soccer or •Basic games.
•Basketball Field. Basketball Field. •Hotdog Cart.
•Mini amusement •Basic games. •Cotton Candy
park. •Hotdog Cart Cart.
•Basic games. •Cotton Candy •Ice Cream.
•Hotdog Cart. Cart •Snacks.
•Cotton Candy •Ice Cream •Cake.
Cart. •Snacks •Decoration.
•Ice Cream. •Cake •Surprises.
•Snacks. •Decoration •Piñata.
•Cake. •Surprises •Drinks.
•Decoration. •Piñata
•Surprises. •Drinks
•Piñata. •Gifts
• Drinks.
•Gifts.

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

ANEXO 3: LOCATION

Figure N° 7: Larco Avenue stable 21. Trujillo.

Figure N° 8: Land for the Project

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 “HAPPY DAYS” COMPANY AND SOCIAL EVENTS

Figure N° 9: Projections 3D modeling of the company's infrastructure.

Figure 10: Projections 3D modeling of distribution of company areas.

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