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Project Management y Plan de Negocios (template) by Mind Map: Project Management y Plan de Negocios 
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Project Management y Plan de Negocios (template)


Develop Project Charter

Identify Goals and Objectives

Develop Strategies and Plans

Research Previous Experience

Develop Project Charter

Develop Preliminary Project Scope Statement

Conduct Planning Workshop

Document Project Costs and Benefits

Develop High Level Work Breakdown Structure

Conduct Peer Review

Prepare Preliminary Project Scope Statement


Set Up Project Environment

Prepare Facilities

Set Up Project Standards and Procedures

Set Up Project Management Tools

Set Up Project Book

Define Scope

Document Scope Management Plan

Specify Deliverables and Acceptance Criteria

Define Scope

Document Assumptions

Develop Project Schedule

Build Work Breakdown Structure

Develop Resource Plans

Prepare Project Estimates

Define Dependencies and Develop Project Schedule

Document Assumptions

Develop Risk Plans

Document Risk Management Plan

Identify Risks

Analyze Risks

Document Risk Management Plans

Plan for Quality

Document Quality Management Plan

Organize Project Resources

Develop Organization Structure

Develop Staffing Plan

Develop Procurement Plans

Determine Procurement Requirements

Define Subcontractor Scope

Identify Subcontract Type

Identify Potential Subcontractors

Document Subcontractor Management Plan

Develop Financial Plan

Prepare Financial Plan

Document Assumptions

Develop Project Support Plans

Document Communications Management Plan

Document Configuration Management Plan

Document Data Management Plan

Develop Project Management Plan

Document Project Management Plan


Acquire Project Team

Conduct Team Orientation

Obtain Resources

Assign Responsibilities

Direct and Manage Project Execution

Manage Data Items

Manage Configuration Items

Manage Process Data

Provide General Office Support

Administer Project Security Processes

Manage Team Performance

Provide Team Training

Recognize Success

Assure Quality

Participate in Walk-throughs and Reviews

Conduct Inspections and Audits

Conduct Project Reviews

Facilitate Continuous Improvement

Manage Project Communication

Review Progress

Contracting with Subcontractors

Issue Requisition Documents

Evaluate Responses

Negotiate Subcontractor Contract

Monitoring and Controlling

Monitor and Control Project Work

Authorize Work

Manage Action Items

Manage Project Records

Integrated Change Control

Manage Scope

Manage Requirements

Control Decisions

Control Changes

Scope Verification

Manage Project Acceptance

Schedule Control

Track Status

Maintain Project Schedule

Maintain Work Plans

Manage Finances

Monitor Cost/Schedule Variance

Control Costs

Maintain Financial Plan

Perform Quality Control

Control Quality

Participate in Testing

Measure Quality Levels

Manage Project Team

Manage Communications

Meet With Team

Monitor Team Morale

Conduct Team Performance Reviews

Produce Performance Reports

Report Weekly Status

Report Monthly Status

Manage Stakeholders

Monitor Satisfaction

Resolve Issues

Risk Monitoring and Control

Manage Risks

Contract Administration

Manage Subcontractor Contract


Close Project

Assess Satisfaction

Summarize Project Results and Lessons Learned

Review and Recognize Team Performance

Close Out the Project Records

Review and Reconcile Financial Performance

Contract Closure

Close Contract

Plan de Negocios - Carpeta

1. Página de Introducción

# Nombre y dirección de la empresa

# Nombre(s) y dirección(es) de los principales socios

# Naturaleza del negocio

# Resumen de la financiación necesaria

# Declaración de confidencialidad del informe

2. Resumen ejecutivo: Tres o cuatro páginas en las que se resume todo el plan de negocios

3. Análisis sectorial

# Tendencias y previsiones futuras

# Análisis de los competidores

# Segmentación del mercado

# Previsiones del sector y del mercado

4. Descripción del negocio

# Producto(s)

# Servicio(s)

# Tamaño de la empresa

# Personal y equipos de oficina

# Experiencia de los emprendedores

5. Plan de producción

# Proceso productivo (cantidad subcontratada)

# Fábricas

# Maquinaria y equipos

# Nombre de los proveedores de las materias primas

6. Plan operativo

# Descripción de las operaciones de la empresa

# Equipo de bienes y/o servicios

# Utilización de tecnología

7. Plan de marketing

# Fijación de precios

# Distribución

# Promoción

# Previsión de ventas

# Controles

8. Plan de organización

# Forma de propiedad

# Identificación de los socios o principales accionistas

# Autoridad de los responsables

# Experiencia de los miembros del equipo directivo

# Responsabilidades de los miembros de la organización

9. Evaluación de riesgos

# Evaluación de las debilidades del negocio

# Nuevas tecnologías

# Planes de contingencia

10. Plan financiero

# Cuenta de pérdidas y ganancias previsional

# Estimaciones de flujos de caja

# Balance previsional

# Análisis de recuperación de la inversión

# Fuentes y aplicaciones de la financiación

11. Apéndice (incluye materiales de referencia)

# Cartas

# Datos de investigación del mercado

# Licencias o contratos

# Lista de precios de los proveedores

Plan de Negocios - Proyecto

Phase 1 - Strategic Plan

Self-Assessment, Define business vision, Identify available skills, information and support, Decide whether to proceed

Define the Opportunity, Research the market and competition, Interview owners of similar businesses, Identify needed resources, Identify operating cost elements

Evaluate Business Approach, Define new entity requirements, Identify on-going business purchase opportunities, Research franchise possibilities, Summarize business approach

Evaluate Potential Risks and Rewards, Assess market size and stability, Estimate the competition, Assess needed resource availability, Evaluate realistic initial market share, Determine financial requirements, Review personal suitability, Evaluate initial profitability, Review and modify the strategic plan, Confirm decision to proceed

Phase 2 - Define the Business Opportunity

Define the Market, Access available information, Create market analysis plan, Implement market analysis plan, Identify competition, Summarize the market, Identify target market niche

Identify Needed Materials and Supplies, Select a business approach (from "Evaluate Business Approach" above), Identify management staff resources, Identify staffing requirements, Identify needed raw materials, Identify needed utilities, Summarize operating expenses and financial projections

Evaluate Potential Risks and Rewards, Assess market size and stability, Assess needed resources availability, Forecast financial returns, Review and modify the business opportunity, Confirm decision to proceed

Phase 3 - Plan for Action

Develop Detailed 5-Year Business Plan, Describe the vision and opportunity, List assumptions, Describe the market, Describe the new business, Describe strengths, weaknesses, assets and threats, Estimate sales volume during startup period, Forecast operating costs, Establish pricing strategy, Forecast revenue, Summarize pro-forma financial statement, Develop break-even analysis, Develop cash-flow projection, Identify licensing and permitting requirements, Develop startup plan, Develop sales and marketing strategy, Develop distribution structure, Describe risks and opportunities, Publish the business plan, Confirm decision to proceed

Phase 4 - Proceed With Startup Plan

Choose a location

Establish Business Structure, Choose a Name, Identify implications, Research name availability, Choose a Bank, Establish accounts, Establish line of credit, Choose legal representation, Select business tax-basis category, Choose capital funding source, Commit capital funding, Establish the Operating Control Base, Choose and set up the accounting system, Obtain required licenses and permits, Obtain needed insurance, Establish security plan, Develop Marketing Program, Establish an advertising program, Develop a logo, Order promotional materials, Provide Physical Facilities, Secure operation space, Select computer network hardware, Select computer software, Establish utilities, Provide furniture and equipment, Move in, Provide Staffing, Interview and test candidates, Hire staff, Train staff, Start up the business