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Analіz іnvestitsіynih proektіv - Schukіn BM

TOPIC 1. Design ANALІZ In ІNVESTITSІYNІY DІYALNOSTІ

Project Je organіzatsіynoyu Form realіzatsії іnvestuvannya processes. Tse yak ponyattya ohoplyuє strategіchne planuvannya іnvestitsіynoї dіyalnostі so i practicality realіzatsіyu schodennogo operational upravlіnnya her.

To dwellers povnіshe ohopiti bagatofunktsіonalnіst ponyattya "іnvestitsіyny project" viznachimo Yogo at dvoh aspects: i yak yak document konkretnі dії іnvestora schodo realіzatsії svoїh іnvestitsіynih namіrіv.

Zgіdno s Persha іnvestitsіyny aspect of the project - tse spetsіalno pіdgotovlena dokumentatsіya s most Povny inventory i obgruntuvannyam vsіh Especially maybutnogo іnvestuvannya. In this project rozumіnnі Je dokumentovanim іnvestitsіynim plan.
Schodo another aspect іnvestitsіyny project - Tse complex zahodіv, SSMSC zdіysnyuє іnvestor s metoyu realіzatsії Svoge plan naroschuvannya kapіtalu. Dії іnvestora toil Buti optimal for dosyagnennya posed tsіley at obmezhennі hours fіnansovih i materіalnih resursіv.

Dvohaspektne viznachennya іnvestitsіynogo project daє zmogu nadalі tochnіshe th povnіshe okresliti power yogo rozrobki is the Sanitary and Epidemiological.

On vіdmіnu od ponyattya "іnvestitsіyny project" pid termіnom "BIZNES-plan" rozumіyut document scho deprivation mіstit ekonomіchny realіzatsії project plan that yogo obgruntuvannya. BIZNES plan Je warehouses іnvestitsіynogo project.

Іnvestitsіyny project yak strategіchnih Act reasonably іnvestora plan obranomu napryamku іstotno vplivaє on yakіst (tobto efektivnіst) іnvestuvannya. Not viklikaє sumnіvu of that fact, scho іnvestor (abo yogo project manager), mayuchi plan dosyagne vischih rezultatіv, anіzh in razі yogo vіdsutnostі. Project to make that sistemnіst organіzovanіst in іnvestuvannya processes.

Analіz іnvestitsіynih proektіv zdіysnyuyut s urahuvannyam sukupnostі vazhlivih momentіv, scho i formuyut rozmaїttya types poslіdovnіst operatsіy rozrobki th otsіnki project. Before them nalezhat:

o Process kompleksnіst filed іnvestuvannya (marketingovі, organіzatsіynі, fіnansovі, virobnichі, trudovі that chasovі parameters);

o urahuvannya zv'yazku project іz zovnіshnіmi Minds (Economy Kraina camp, regіonalnі, galuzevі osoblivostі project sumіsnіst produktsії project Zi pitched Rinku, mіstsevі minds that spіvrobіtnitstvo s authorities Vladi, ekologіchna sumіsnіst, sotsіalna bezkonflіktnіst project vіdpovіdnіst situatsії on mіstsevomu pratsі market analysis);

o іntegrovana otsіnka efektivnostі project on osnovі spіvvіdnoshennya rezultatіv i vitrat, pov'yazanih s project;

o urahuvannya prognozovanoї neviznachenostі project that potentsіynih rizikіv;

o zastosuvannya methodology described penny potokіv to єdinih oblіku minds;

o pragnennya taxes prognozovanu model project s Maximum detalіzatsієyu i konkretizatsієyu;

o urahuvannya sotsіalnih i upravlіnskih aspektіv project yak vazhlivih minds Yogo maybutnoї efektivnostі.

Designs for klasifіkuyut bagatma acquaint themselves. Basic s Je takі them:

o perіod realіzatsії project (short, seredno-, dovgostrokovy project);

o vіdnoshennya to vzhe dіyuchogo pіdpriєmstva chi virobnitstva (project scho vprovadzhuєtsya on dіyuchomu pіdpriєmstvі, i project, scho realіzuєtsya at stvorennі new pіdpriєmstva);

o vіdnoshennya to dіyuchih mainly fondіv (project rozshirennya virobnitstva project modernіzatsії ustatkuvannya project tehnіchnogo pereozbroєnnya, povnoї rekonstruktsії project);

o scale project (taktichnі that strategіchnі projects tobto pov'yazanі Zi digit zmіnoyu aktivіv, spherical dіyalnostі, forms vlasnostі);

o Form Real aktivіv (project іnvestitsіy in osnovnі chi in oborotnі Fund).

Perіod, protyagom yakogo gotuyutsya i realіzuyutsya іnvestitsіynі namіri іnvestora - tse zhittєvy project cycle. Vіn rozbivaєtsya on kіlka krokіv types:

o formuvannya іnvestitsіynih namіrіv;

o rozrobka kontseptsії project (konkretizatsіya zavdan, vibіr product design, viznachennya Jerel fіnansuvannya, vibіr uchasnikіv project poperednya rozrobka marketing that fіnansovogo planіv);

o rozrobka project yak dokumentovanogo plan (detalіzovanogo іnvestitsіynogo obgruntuvannya i plan on perіod Act reasonably zhittєvogo cycle of the project);

o peredіnvestitsіyny analіz project (vivchennya potentsіynih mozhlivostey project otsіnka realnostі fіnansovih planіv, zovnіshnoї that vnutrіshnoї uzgodzhenostі project yogo komertsіynoї realіstichnostі dotsіlnostі th);

o stvorennya (chi pridbannya) іnvestitsіynogo ob'єkta "pid key" i pіdgotovka to yogo ekspluatatsії cob;

o ekspluatatsіya іnvestitsіynogo ob'єkta that Povernennya through nagromadzhennya stream pributku іnvestovanih in koshtіv project (particle Etap nazivaєtsya perіodam okupnostі project);

o otrimannya pure pributku s project (Ponad vkladenі in Demba Costa);

o Completion abo lіkvіdatsіya іnvestitsіynogo project (dismantlement fondіv sales werewolf koshtіv that іnshih aktivіv, virіshennya organіzatsіynih i Yurydychna power schodo pripinennya gospodarskoї dіyalnostі s vikoristannyam aktivіv project).

Navedenі sketch mozhna ob'єdnati have three agregovanі Etap: peredіnvestitsіyny (rozrobka project yak document) іnvestitsіyny (formuvannya aktivіv project "pid key") i ekspluatatsіyny (start that gospodarska ekspluatatsіya aktivіv i regularly otrimannya stream pributku, Povernennya vkladenih koshtіv).

Analіz іnvestitsіynih proektіv yak thing vivchennya Je sukupnіstyu priyomіv i rekomendatsіy schodo rozrobki th Sanitary and Epidemiological project s metoyu viznachennya stage yogo povnoti, vіrogіdnostі, realіstichnostі th dotsіlnostі.

Zagalna circuit design analіzu skladaєtsya s such etapіv:

1. Poperednіy analіz іnvestitsіynoї іdeї.

2. Іdentifіkatsіya project (regіon, Galuzo, the role of the project s urahuvannyam mіstsevih minds, project scale, base pіdpriєmstvo).

3. Іnstitutsіonalny analіz (zovnіshnі minds yuridichnі admіnіstrativnі second aspect of the project).

4. Analіz tehnіchnoї bazi draft (peredbacheny virobnichy aparata, tehnologіya, organіzatsіya virobnitstva that zberіgannya produktsії).

5. Komertsіyny analіz project (project spіvvіdnoshennya i yogo rinkіv produktsії, realіstichnіst prognozіv zbutu, dostatnіst resursіv, mozhlivіst upravlіnnya resources that vitratami).

6. Fіnansovy analіz (mozhlivіst obsession stream pributku, zbalansovanіst penny potokіv, dostatnіst koshtіv, zdatnіst rozrahuvatisya s creditors project mozhlivіst Povernennya vkladenogo kapіtalu).

7. Sotsіalny analіz (vpliv project on people, SSMSC pratsyuyut on a project to project otsіnka vplivu ekologіyu).

8. Ekonomіchny analіz (tsіnnіst project for suspіlstva i Kraina, otsіnka vplivu project on sotsіalno-ekonomіchnu situatsіyu in kraїnі that regіonі).

9. Analіz zaproponovanoї іnvestorom Sistemi upravlіnnya project i mozhlivostey dosyagnennya staged at proektі tsіley.

10. Formuvannya kompleksnoї otsіnki іnvestitsіynogo project (s urahuvannyam otsіnok guidance spheres vplivu project) i rekomendatsіy іnvestoru schodo uhvalennya rіshennya about realіzatsіyu yogo іnvestitsіynogo namіru, filed in viglyadі project. Participants іnvestitsіynogo processes Je yuridichnі th fіzichnі individuals SSMSC pov'yazanі materіalnimi i fіnansovimi vіdnosinami s processes that virobnitstva realіzatsії produktsії (chi poslug) project. Pong, yak i іnvestor, Je Main zatsіkavlenimi parties in іsnuvannі project yak yak i dokumentovanogo plan specifically zbalansovanih Act reasonably іnvestora schodo yogo realіzatsії.

Іnvestitsіyny project potrіbny іnvestorovі, partners yogo i creditors SSMSC sformuvali pozikovu Chastain іnvestovanogo kapіtalu. In razі vіdsutnostі project, so bi moviti not vinikaє peregovorіv subject to uhvalennya rіshennya mіzh іnvestorom, yogo partners that maybutnіmi creditors. On etapі realіzatsії іnvestuvannya without nayavnostі dokumentovanogo project nemozhlivo efektivnosti koordinuvati zusillya uchasnikіv project. Koordinuyucha role of project zvichayno, postupovo zamіnyuєtsya real ukladenimi agreements mіzh uchasnikami against yak Got dovgostrokovy plan project values ​​right up povnoї realіzatsії namіrіv іnvestora.

Power for self-control

1. Shcho Takeo іnvestitsіyny project?

2. Shcho oznachaє ponyattya "іnvestitsіyny project": a plan іnvestuvannya chi dії іnvestora?

3. The value ponyattya "project" at zdіysnennі іnvestuvannya.

4. SSMSC osnovnі metodologіchnі fun- neobhіdno vrahovuvati at rozrobtsі project?

5. For yakimi mozhna klasifіkuvati Find our projects?

6. Ponyattya "project" stosuєtsya practice real chi fіnansovogo іnvestuvannya?

7. Shcho Takeo zhittєvy project cycle?

8. W yakih etapіv skladaєtsya zhittєvy project cycle?

9. Shcho oznachaє lіkvіduvati іnvestitsіyny project?

10. Tehnologіya analіzu іnvestitsіynogo project. W chogo Won skladaєtsya?

11. Who slіd vvazhati participant іnvestitsіynogo project?

12. For whom rozroblyuєtsya іnvestitsіyny project?

13. In chomu polyagaє role іnvestora at rozrobtsі іnvestitsіynogo project?

14. Yak spіvvіdnosyatsya ponyattya "іnvestor" i "project"?

15. Etap project pochinayuchi od іnvestitsіynoї іdeї.

16. Sanitary and Epidemiological Shcho oznachaє іnvestitsіynogo project?

17. Zavdannya analіzu іnvestitsіynogo project.

18. Shcho neobhіdno for analіzu іnvestitsіynogo project?

19. Slabkі іnvestitsіynogo side of the project.

20. Chim vіdrіznyayutsya ponyattya "otsіnka project", "project analіz" that "Sanitary and Epidemiological Project"?

Literature [1, p. 15-44; 3, p. 3-18; 4, p. 7-46]