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» Unido main sections of the investment project. UNIDO business plan: what is it and how to develop it. Why we are trusted

Unido main sections of the investment project. UNIDO business plan: what is it and how to develop it. Why we are trusted

UNIDO is a division of the United Nations founded in 1966 to fight poverty. It has developed business plan standards to promote global prosperity and industrial improvement, stimulating the productivity of emerging and emerging economies. The organization helps them adapt to the conditions of a rapidly changing economic environment and close the gap with the leading world powers. The project specialists strive to create equally favorable conditions for people all over the world.

Contents of the UNIDO business plan

After painstaking analysis, the structure of the optimal enterprise development plan was derived:

  1. Summary.
  2. Company and industry data.
  3. Information about the goods produced or services provided.
  4. Marketing and sales.
  5. Production plan.
  6. Workflow organization plan.
  7. Financial plan.
  8. Project efficiency.
  9. Enterprise risks and guarantees.
  10. Applications.

Summary

This paragraph provides general information about the document. When developers pitch their ideas to sponsors, they will only delve into the plan if the short sentences on the resume grab their attention. It is worthwhile to provide information on how much funds are required for the implementation of the project, to talk about loan terms, return guarantees, the amount of funds already available, etc. Detailed data on these articles will be given in other sections. There you can prove the legitimacy of the presented calculations.

Company and industry data

Tell us about your company, its products or services. Also here they give arguments in favor of the prospects of working in the industry, the values ​​of financial indicators, describe the personnel and management structure. It would be useful to mention the established partnerships.

Information about the goods produced or services provided

In this section, it is worth paying closer attention to the company's products. It is appropriate to add drawings, photographs and natural samples. If the product line is wide, it is worth providing a separate description for each category. Stick to the following structure:

Marketing and sales

It is important that your products are really in demand and in demand in a specific sales market. Here you will need to convince the investor that this is indeed the case. Buyers can be both wholesalers and end users.

If you consider an enterprise as a consumer, you need to describe the location and industry of work. In the case of the population, socio-demographic characteristics are indicated: age range, gender, position in society.

In addition, it is worth mentioning the price, external characteristics and shelf life of the product itself. This section has the following structure:

Production plan

Here, variable and fixed costs, output volume, cost price should be calculated, information on the organization's capabilities should be provided.
Item structure:

  • location of the company, transport links and communications;
  • the qualification level of workers, the availability of modern technologies in production;
  • the need for additional space;
  • staffing;
  • labor safety, environmental friendliness;
  • output volumes;
  • salaries and other expenses for the staff of specialists;
  • materials and raw materials;
  • current, fixed and variable costs.

Workflow organization plan

In many ways, the success of the company depends on top management. This part should describe the procedure for the work of managers and chief specialists, the structure of the organization, the period for implementing the project, methods of motivating personnel.

Financial plan

Calculations of costs, prime cost, cost estimates are given. The sources of finance inflow are described, a table of incoming and outgoing cash flows is attached.

The following structure should be followed:

Project efficiency

Conclusions are drawn about the expediency of the plan, its direction. The sensitivity of the company to the external environment is analyzed.

Enterprise risks and guarantees

Here it is important to assure the investor that he will receive a guaranteed benefit from his investments and that all borrowed funds will be returned. If certain force majeure or risks are possible, they are worth mentioning.

Applications

In the case when some details of the content do not fit one of the previous sections, they are placed at the end of the document. You can also unload the main points from capacious graphs and tables.

Applications typically include the following information:

  • detailed information about the enterprise (registration number, etc.);
  • drawings, patent statements about the product, photographs;
  • results of marketing analysis;
  • scheme and photo of the organization;
  • graphic material depicting the organizational structure;
  • graphs and tables with financial and economic calculations;
  • legislative acts and regulatory documents used to confirm risks.

Having drawn up a business plan according to the UNIDO standard, you will be able to calculate all the details to the smallest detail, find the most profitable ways of development and attract potential investors.

How to Write a Business Plan: Video

One of the organizations offering standards for business planning isUNIDO- an organization fighting for global prosperity, supporting the industrial development of developing countries and countries with economies in transition ( www.unido.org).

UNIDO provides various assistance to countries with economies in transition and developing countries in adapting and developing in the context of the globalization of the economy and the world as a whole. The organization collects knowledge, information, experience and technologies, transfers them to countries in need and thereby promotes the development of a competitive economy and increased employment.

UNIDO - United Nations Industrial Development Organization (United Nations Industrial Development Organization, UNIDO) - a division of the United Nations aimed at combating poverty through increased productivity. Founded in 1966.

The structure of the business plan according to UNIDO standards:

  • Summary.
  • Description of the industry and company.
  • Description of services (goods).
  • Sales and marketing.
  • Production plan.
  • Organizational plan.
  • Financial plan.
  • Evaluation of the effectiveness of the project.
  • Guarantees and risks of the company.
  • Applications.

1. Resume

The section contains general information about the business plan. According to the summary, they give an impression of the whole project, so it is always viewed by potential investors. The summary should contain concise but understandable information and give answers to questions that concern investors - what is the volume of investments, loan terms, return guarantees, the amount of own funds, and so on. The remaining sections of the document should provide more detailed information about the project and prove the correctness of the calculations in the summary.

2. Description of the industry and company

Description of general information about the enterprise or company, description of the industry and prospects for its development, financial performance, personnel and management structure, line of business and products or services, partnerships.

3. Description of services (goods)

The best will be a visual representation of the products manufactured by your company - let it be a photograph, drawing or a natural sample. If you produce more than one type of product, then the description should be for each type separately.

Structure of this part:

  • Name of product
  • Purpose and scope
  • Main characteristics
  • Competitiveness
  • Patentability and copyright
  • Availability or need for licensing
  • The degree of readiness for the release and sale of products
  • Availability of a quality certificate
  • Safety and environmental friendliness
  • Terms of delivery and packaging
  • Warranties and service
  • Product operation
  • Disposal

4. Sales and Marketing

First of all, there must be a market for your product. In this section, you must show the investor that this market exists. Potential buyers are divided into final consumers and wholesale buyers. If the consumer is an enterprise, then it is characterized by the location and the industry in which you work. If the consumer is the population, then it is characterized by standard socio-demographic characteristics - gender, age, social status, and so on. Also, it is worth describing the consumer properties of goods - price, service life of the product, appearance, and others.

Structure of this part:

  • 1. The requirements that the consumer makes to products of this type and your ability to meet them
  • 2. Analysis and description of competitors, what strengths and weaknesses you will have
  • 3. Marketing research, description of the market and its development prospects
  • 4. Sales - from packaging and storage to direct sales at points of sale and warranty service
  • 5. Attracting consumers - in what ways (marketing tools), analysis of demand elasticity by price

5. production plan

Calculation of fixed and variable costs for production, volumes of production and sales, calculation of the cost of production and general information about the capabilities of the enterprise.

Structure of this part:

  • Geographical location of the enterprise, transport routes, availability of communications
  • Technology and skill level of personnel
  • Need for space
  • Staffing
  • Environmental friendliness of production and safety of workers
  • Volume of production
  • Salaries and other staff costs
  • Costs for raw materials and supplies
  • Current production costs
  • variable costs
  • fixed costs

6. Organizational plan

The success of the project directly depends on the top management of the company. This section describes the organization of the management team and key specialists, the organizational structure of the enterprise and the timing of the project, ways to motivate the management team.

7. Financial plan

It is necessary to describe the main financial calculations and costs, conduct a cost estimate and describe the cost estimate for the project. Also, describe the sources of funds, provide a table of expenses and income and describe the cash flow.

Structure of this part:

  • Lead-up costs
  • Core period costs
  • Income calculation
  • Loan servicing costs
  • Tax payments
  • Other income and payments
  • Gains and losses report
  • real money flow
  • Forecast balance

8. Evaluation of the effectiveness of the project

Assessment of the significance of the project, its effectiveness and direction. Analysis of the sensitivity of the enterprise to external factors.

9. Guarantees and risks of the company

Guarantees for the payback of the project and the return of borrowed funds. Description of possible risks and force majeure moments.

10. applications

All details that are not included in the main sections can be described in the appendices. This will unload the main part from unnecessary tables, graphs and other things.

Applications most often describe the following points:

  • 1. complete information about the company (registration documents, etc.)
  • 2. photos, drawings, product patent information
  • 3. results of marketing research
  • 4. photos and diagrams of the enterprise
  • 5. schemes for the organizational structure of the enterprise
  • 6. financial and economic calculations (tables, graphs)
  • 7. regulatory documents and legislative acts confirming the described risks for the project

We will be happy to help you in solving your questions.

Employees of the Vernoye Reshenie company provide consulting support for projects, develop strategies and development programs, business plans and action programs (road maps) for development, other necessary documentation, conduct research and advise on business issues.

We offer you to use the range of services of the Company:

  • consulting and information support for participants in state competitions for obtaining state support in the form of tax benefits, grants and subsidies, other types of support, support of the applicant's project in competitions of Ministries, departments, funds, other organizations of the Republic of Tatarstan and the Russian Federation,
  • development of a development concept (strategy), business plan, feasibility study (feasibility study), memorandum, presentation, project passport, preparation of a project documentation package,
  • conducting market research (marketing) - search for niches, market assessment
  • attraction of strategic and financial partners, investors in the project, business
  • What is the UNIDO methodology.
  • What is the structure of a business plan according to the UNIDO methodology.
  • How to develop a business plan according to the UNIDO methodology.

UNIDO is one of the leading organizations providing standards for creating an effective business plan.

UNIDO Business Planning Methodology

The UNIDO business plan is drawn up according to the standards developed by the United Nations Industrial Development Organization. The full name of the methodology, published in 1978, is "Guidelines for the preparation of industrial feasibility studies."

The UNIDO business planning methodology uses an integrated approach that requires professional knowledge and skills in a number of areas: marketing, market and financial analysis, personnel management, etc.

The structure of the business plan according to the UNIDO methodology

A business plan drawn up according to the UNIDO methodology must comply with accepted standards. It should include the following chapters:

  • Summary. General data about the project, amounts, terms, guarantees.
  • Main idea. Information about the company, its activities, prospects and connections.
  • Description of goods and services. What the company offers, with what it enters the market.
  • Market analysis, marketing. The most complete description of the sales market, competitor analysis, company prospects.
  • Production plan. Here the location of the company is indicated, transport links and available communications are separately negotiated. The personnel composition and production volume are analyzed. If necessary, a report on the environmental safety of the company is provided.
  • Organizational plan. It is considered how the personnel of the company will be organized, including the management and structural divisions.
  • Financial plan. The approximate amount that will be required for the implementation of the project is calculated (including preparation costs, the main period, taxes), cash flow and profit are analyzed, and a forecasted balance is drawn up.
  • Project efficiency assessment. The efficiency of a new enterprise, department, project is calculated. The sensitivity of the project to the influence of various external and internal factors is assessed.
  • Risks and guarantees. This chapter contains data relating to the payback of the project. All risks arising in the process of its implementation are separately assessed.
  • Applications. This section contains registration documents, graphs, charts, tables, schemes, calculations, market research results and calculations of financial and economic indicators.

Development of a business plan according to the UNIDO standard

Let's consider some aspects related to the development of a business plan according to the UNIDO methodology, in more detail.

Market analysis and sales planning

The main section of the business plan according to the UNIDO standard is market analysis and marketing strategy. In other words, the market needs to be carefully assessed. Detailing depends on the complexity of the ongoing studies of the significance of the problem for a particular project.

There are several ways to obtain information for analysis. The main ones include desk and field research, as well as a combination of both.

Desk research collects and examines information that is already available somewhere. The main advantages of the method include the ability to quickly and cost-effectively collect data from several sources. The disadvantages include the lack of any specific data, outdated information. In addition, data taken from different sources can vary greatly. When collecting information, you can use statistical reference books and studies that are periodically conducted by government agencies.

Field research is the work of the compiler itself. Observations, interviews, surveys - all in accordance with the purpose of a particular study and under careful control. Possible disadvantages of this method include high cost compared to desk research and a long duration of work. However, there is one indisputable advantage - the most accurate data, because the study is "sharpened" for a specific project.

Existing competitors are evaluated separately. The analysis is carried out in stages:

  • Competitors are identified. First of all, direct, working with the same target audience.
  • Competitor information is collected. Position in the market, sales volume, marketing costs, reputation in the market - everything that will allow you to understand whether this competitor is serious, evaluate its capabilities and work out ways to promote your own product.
  • Analysis. Based on the data obtained, an analysis of competitors is carried out, approximate indicators are calculated, strengths and weaknesses are identified.
  • Project competitiveness analysis. Based on the analysis of competitors, an analysis of one's own competitiveness is made.

After that, a marketing strategy is developed and a sales plan is drawn up.

When planning sales volumes, it is worth considering a couple of points:

  • The company will not immediately reach the planned capacity. In the early days, unforeseen circumstances are always possible.
  • Seasonality and cyclicity. Not all goods and services can be sold year-round. Many items are seasonal.

When describing prices, it is worth deciding on the currency. If you work with several markets, including exports, it is logical to use 2 currencies.

To create the most complete picture of financial flows, it is recommended to indicate prices including VAT - this will be more consistent with the real picture.

The sales plan can be presented in tabular form. In an example UNIDO business plan, this would look like this:

Sales volume (units)

Selling prices per unit, including VAT

Name of product (service)

Sales revenue

Name of product (service)

Assessing Market Attractiveness: Porter's Five Forces Analysis

Many leaders, when making strategic decisions about entering the market or allocating investments, first of all take into account the level of competition in the industry and their own advantages. However, this is not enough. For a broader and more complex approach, we recommend Porter's Five Forces Analysis. Learn how to conduct this analysis in the Business Director e-zine article.

Organizational structure

The organizational structure includes a company/project management scheme. It is being developed in accordance with the planned functions. As an example, we give a standard scheme with functions, according to the structure of the UNIDO business plan:

  • CEO. Manages the company and is responsible for its activities.
  • Financial department, accounting. They carry out accounting, tax accounting, calculate all costs, draw up budgets and exercise financial control.
  • Human Resources Department. Function - recruitment, training, accounting.
  • Purchase department. Area of ​​responsibility - uninterrupted supply of materials and services, transportation of goods, ensuring the safety of inventory items.
  • Marketing department. Functions - market analysis, development of a sales strategy, search for new markets, conducting PR campaigns, participation in various conferences, exhibitions, tenders.
  • Production Department. Function - the production of products, the provision of works, services.
  • Maintenance and repair. This division performs maintenance, preventive inspection and repair of equipment.

Raw materials and supplies

Raw materials, materials, components are direct costs. They are directly related to the cost of the product. In some industries, raw materials account for up to 70% of the total cost, so this section is given increased attention.

According to the UNIDO methodology, the following classification is introduced:

  • Direct raw materials and materials.
  • processed materials.
  • Auxiliary materials.
  • Utility costs.
  • Spare parts and consumables.

Some costs directly depend on the number of sales, others do not. Therefore, the total cost is usually divided into fixed and variable.

Location

If a new enterprise is being built, special attention is paid to the correct choice of site. Where possible, all existing criteria are taken into account:

  • The presence of a sales market - large cities, agglomerations.
  • Access to raw materials with minimal transport costs.
  • Availability of developed infrastructure - electricity, gas pipeline, water supply, etc.
  • The interest of the regional administration in opening a new production facility.
  • Investment climate in the region and much more.

Production and technological costs

The task of production and technological planning is the creation of a functional scheme of the project and the calculation of investment costs. An important part of the design is the choice of technology and the cost of its acquisition and development. The type of equipment you will need depends on the technology you choose.

The choice of technology is directly related to the conditions of its work in given conditions. Technologies are evaluated based on production capacity and begin with a quantitative assessment of the volume of production, the period of its increase, the period of development of capacities, the compliance of manufactured products with market requirements. In addition, it is desirable to take into account and minimize the impact of new technology on the ecology of the region and the environment.

Technology can be public, public, closed. It may be owned by the company or owned by the developers and transferred under certain conditions.

The choice of technology is related to the equipment. For individual projects (for example, a cement plant), the production technology is supplied with the equipment, and no separate arrangements for the acquisition of machines or developments are required.

According to the UNIDO methodology, the cost of equipment installation is accounted for separately, unless otherwise specified in the terms of the contract. Installation costs depend on the type of equipment and the nature of the installation.

overhead costs

When creating a production complex and in the presence of technology and related equipment, the costs of maintaining this production complex and purchased equipment inevitably appear. All such costs are reflected in the forecast of overhead costs.

General production costs are mostly fixed costs that are part of the cost of producing products. These include:

  • Labor costs for employees.
  • Acquisition of auxiliary production materials.
  • Payment for utilities.
  • Fare.

We offer an article on the topic: "unido standard business plan, what are its features" with a commentary from a professional lawyer.

A UNIDO business plan is developed if an entrepreneur does not use borrowed funds from Sberbank and Rosselkhozbank to develop his business, but wants to use the services of other investors or other banks.

The United Nations Industrial Development Organization UNIDO has adopted standards that are designed to promote industrial international business development and cooperation.

To strengthen your position in the Russian or international market, you must clearly know the principles and rules established by law. Greater knowledge of law, economic and market structure, and pricing will be required.

For many years, the specialists of our company have been actively involved in the development and preparation of UNIDO business plans. The accumulated experience and a large knowledge base in various areas of the economy, marketing research, international and Russian legislation, allow us to carry out effective planning.

The structure and semantic content of the sections of the UNIDO business plan must clearly comply with accepted standards:

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It contains general information about the project, brief information about loan terms, return guarantees, investment volumes.

Main idea of ​​the project

It is necessary to provide complete information about the company, industry. A detailed description of the prospects for their development is being compiled. Detailed calculations of financial indicators are given, the structure of the company, the direction of its activities, partnerships are described

Description of goods or services

The section includes information about the products or services offered by the entrepreneur, with which he enters the market. This includes the name of the product, characteristics, scope of its application, competitiveness, certificates, licenses.

Market analysis and marketing

The market should be described in detail. This block of the UNIDO business plan provides an analysis of competitors, their strengths, weaknesses, marketing research, and development prospects.

Production plan

The geographical location of the company, the availability of transport links, communications are indicated. An analysis of the personnel structure of the enterprise, the volume of production is carried out. Be sure to indicate the calculations of wages, current costs for raw materials and production, as well as provide a report on the environmental safety of the company.

organizational plan

The section contains a detailed scheme for organizing the personnel of the company, departments, and management.

Financial plan

All financial calculations of costs for the preparatory, main period, tax payments are indicated here, a statement of income, expenses, profit analysis, cash flow and a projected balance are compiled.

Project efficiency assessment

The calculation of the effectiveness of the new enterprise, as well as sensitivity analysis to various factors is given.

Guarantees and risks

In the block, you must specify information on payback and return of funds. A special place is given to the analysis of possible risks.

Applications

The UNIDO business plan should be supplemented with the registration documents of the enterprise, drawings, diagrams, diagrams, calculations. The results of marketing research and financial and economic calculations should be attached.

On this page you will learn what are the features of preparing a business plan according to UNIDO standards, what information should be disclosed in it. You will also find information about our experience in developing such business plans, and about the conditions for cooperation with us (terms and cost of work). Below we have placed sample business plans that you can download.

Key features and nuances of preparing a business plan according to the UNIDO methodology

The UNIDO Guidelines are the basis for most of the existing recommendations and requirements for business planning and evaluation of investment projects.
Business plan drawn up according to UNIDO standards, takes precedence over other business plans. In addition, sometimes it is a laborious but sure way to win the trust of foreign banks, funds and investors.

The key importance is attached to a systematic approach in substantiating the economic efficiency of the project.
Based on the UNIDO methodology:

  1. The course of the project is planned as a cycle, including three independent phases:
    pre-investment, investment and operational.
  2. Drawing up a business plan involves several key steps:
    → assessment of sales markets in terms of actual volume and potential capacity;
    → marketing planning;
    → organizational planning of project implementation;
    → financial planning and analysis;
    → evaluation of economic efficiency;
    → project risk assessment, sensitivity analysis;
    → preparing a resume (presentation part).

The business plan according to the UNIDO standard includes generally accepted sections on the idea of ​​the project, marketing, production, management, finance, efficiency and risks. Each of them is deeply worked out, from the idea to all the nuances of the project implementation.

The business plan should also:

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  • justify the choice of location and construction site;
  • assess the state of the infrastructure;
  • take into account socio-economic policies and environmental impacts;
  • professional approach to production and technological design.

A well-prepared business plan should not only formally comply with UNIDO standards, but also be of such content as to interest the investor.
Among the main requirements:

  • brevity, simplicity, clarity of presentation, emphasis on the main thing;
  • reliability of information;
  • validity of financial and economic calculations;
  • a real assessment of risks and options for minimizing them.

In what situations do you need a business plan according to the UNIDO methodology

In Russia, the UNIDO methodology is regarded as generally accepted international standards for the preparation of business projects, which are used both in the banking sector and among investment companies and private investors. UNIDO recommendations in the preparation of business plans can be used if it is directly required by the investor (bank) or if a standard business plan is required - without specific requirements specified by the investor.

The structure of the business plan according to the UNIDO standard should be as follows:

UNIDO is a division of the United Nations founded in 1966 to fight poverty. It has developed business plan standards to promote global prosperity and industrial improvement, stimulating the productivity of emerging and emerging economies. The organization helps them adapt to the conditions of a rapidly changing economic environment and close the gap with the leading world powers. The project specialists strive to create equally favorable conditions for people all over the world.

UNIDO - generally accepted international standards for the preparation of business projects. It is recommended to use this technique at the request of the investor or the bank.

In addition to standard sections, the UNIDO business plan includes:

    a reasonable description of the choice of location of the company or site for construction;

    assessment of the state of the infrastructure;

    analysis of the impact of the proposed business on the environment;

    detailed consideration of production and technical issues.

Nuances of preparing a business plan for UNIDO

A business plan for UNIDO is a more laborious and lengthy process. But such projects have advantages over standard ones. In addition, there is an opportunity to win the trust of foreign banks, funds and investors.

Features of the business plan according to the UNIDO methodology are as follows:

    the project consists of three phases: pre-investment, investment and operational;

    The development of a business plan involves several stages:

      sales market assessment;

      planning marketing and project implementation;

      the financial analysis;

      economic efficiency;

      risk assessment;

The business plan should be described and executed not only according to UNIDO standards, but also attract additional financial investments from investors.

The main requirements for writing a business model are:

    a summary of information, conveying the essence;

    reliable data;

    description of possible risks and ways to minimize them;

    accurate financial and economic calculations.

Reasons for contacting Prorektor

Our experts will help you develop a business plan according to UNIDO standards as efficiently as possible, applying the following principles of work:

    use of up-to-date data of the region where the project is planned to be implemented;

    Market analysis is carried out using a number of sources:

      data from Rosstat and the Ministry of Economic Development;

      annual reports of leading companies in the field of activity in which it is planned to open a business;

      information from official websites of federal and regional authorities;

    forecast of costs for equipment and construction work, based on the proposals of suppliers and contractors;

    description of the financial model, taking into account market changes.

Why we are trusted

The main advantages of our company are:

    9 years of experience in business plan development;

    not a single project was refused a loan to open its own business;

    over the years of work, 25 billion rubles were attracted. investments and loans;

    600 completed projects.

Reviews

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