TABLEAU?/
Tools
Free resources in Design Thinking: training and tools
Example of a simple table with possible aspects to consider
Analysing the Stakeholders through The Power/Interest Matrix
Analysing the Stakeholders through the Persona
You can manage you budget you can learn something her
You can add a timeline to your Theory of Change in order to manage it.
You can also use Theory of Change to evaluate your campaign: see the Evaluation section.
In order to schedule your fundraising campaign
The Gantt chart
The Gantt chart, used mainly in project management activities, is built starting from a horizontal axis – a representation of the arc total time of the project, divided into incremental phases (for example, days, weeks, months) – and by a vertical axis – representing the tasks or activities that make up the project.
Horizontal bars of variable length represent the sequences, duration and time span of each individual project activity (the set of all project activities constitutes its work breakdown structure). These bars may overlap during the same period of time to indicate the possibility of carrying out some of the activities in parallel. As the project progresses, secondary bars, arrows, or colored bars can be added to the diagram to indicate completed underlying tasks or a completed portion of them. A vertical line is used to indicate the reference date.
A Gantt chart therefore allows the graphic representation of a calendar of activities, useful in order to plan, coordinate and track specific activities in a project giving a clear illustration of the progress of the project represented; on the other hand, a series of attributes can be generally associated with each activity: duration (or start and end date), predecessors, resource, cost.
One or more resources can be associated with each activity. Some software available on the market allow you to view the workload of each resource and its saturation, setting a certain availability for each resource. At the same time, the calendar of working days and holidays can be defined, as well as the number of working hours per day.
Here is an example:
One of the aspects not taken into consideration in this type of diagramming is the interdependence of activities, which is instead characteristic of reticular programming, that is, of the PERT diagram, the use of which, however, is decidedly more complex.
An example
You can find insights, examples and tools for both of them in the links listed in the Resources section.
Monitoring and Evaluation tools
You can find monitoring and evaluation tools in Section 7 of this toolkit.
The business plan summarizes the contents and characteristics of a business idea. It is used both for business planning and management and for external communication, in particular to potential lenders or investors.
The birth of a new business activity (and of any business project) must be supported by a feasibility study or analysis capable of providing a series of economic-business data, on which to draw guidelines for the establishment of the activities.
For example, given that the company operates in a system of constraints and opportunities, it is essential before starting it to know the competitors and the strategic business area to which one intends to address.
The feasibility study takes the form of the drafting of a document: the business plan.
It is a useful tool for consciously assessing the strengths and weaknesses of the entrepreneurial project. However, it must not be considered an absolute tool, but a dynamic tool, adaptable to changes occurring inside or outside the company.
Business plans can quickly become obsolete, but they are of tremendous value when developed and used correctly. In practice, every business plan is a sort of vademecum of the company or business idea, and must be constantly checked by every entrepreneur; it must be modified and updated because it is a forecast based on statistical or estimated data, and these data are sometimes difficult to find.
The business plan is the fundamental document that lenders examine, necessary to access subsidized public financing and bank credit. Once the company has started, the business plan becomes the guide for current management.
A business plan to be presented to a financial company must contain above all
Brief description of the investment project and illustration of the type of business to be created.
Presentation of the entrepreneur and management, (previous experiences and roles in the new initiative)
Market analysis, indications on the market, on the characteristics of the competition and on critical factors (strengths and weaknesses compared to the market). Sales objectives and commercial organization.
A marketing plan, a strategic positioning matrix, an analysis on the redemption of the advertising campaign: even the best product in the world could fail if its existence is not communicated.
Description of the technical feasibility of the project in relation to the production process, the need for investments in plants, the availability of manpower and services such as transport, energy, telecommunications, etc …
Five-year or three-year economic-financial feasibility plan depending on how much you want to deepen the analysis; indication of the overall financial needs (for technical, intangible and working capital investments) and related hedges.
Information on the expected return on the investment and on the risk factors that can negatively affect it, starting from realistic and prudential assumptions.
Indication of the investors involved and the proposed participation request to the Financial Law.
Brief assessment of the environmental impact of the project.
Time plan for the development of activities.