# Project Planning, Evaluation, and Software Operative Guidelines

## Welcome to Project Formulation & Evaluation

{% embed url="<https://youtu.be/-q5rNVVlDdc>" %}

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### 👋 Introduction

Welcome to the official documentation and learning hub for the **Formulation and Evaluation of Projects** module. This course is designed to provide you with the theoretical and instrumental elements necessary to identify, formulate, evaluate, and manage investment projects within the engineering sector.

Unlike traditional management courses, this module integrates **scientific rigor** with **modern technical tools**. We will bridge the gap between standard project evaluation methodologies (PMI, UNIDO) and data-driven decision-making using **Python**.

> **Instructor:** Cristian Javier Cano Mogollón, Ind. Eng.\
> **Contact:** <cristian.canom@upb.edu.co>\
> Ig: [Cristian Javier Cano Mogollon](https://app.gitbook.com/u/ZTIC6ZaT7YTYl0TmcrUKDtEgEeF3 "mention")

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### 🎯 Course Objectives

By the end of this module, you will be able to:

1. **Identify Opportunities:** Analyze market failures and business opportunities to generate viable investment alternatives.
2. **Structure Projects:** Develop comprehensive Market, Technical, Administrative, Legal, and Financial studies.
3. **Evaluate Viability:** Determine financial feasibility using rigorous indicators such as NPV (Net Present Value) and IRR (Internal Rate of Return).
4. **Manage Strategy:** Understand the project lifecycle and apply strategic management principles during execution.

***

<figure><img src="https://888927930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flyy9ScL0Kh85eJOYRHue%2Fuploads%2FPaXDiSbJZJuSc8gJHaYm%2FProjectvisualOne.png?alt=media&#x26;token=9511b6f0-8a4e-47f0-8433-b01afece1277" alt=""><figcaption></figcaption></figure>

### 🗺️ Course Roadmap & Schedule

The course is structured into **6 synchronous sessions** and complementary virtual tutorials. Each session corresponds to a section in this GitBook.

| Session | Date         | Module / Topic                        | Key Activities                                                      |
| ------- | ------------ | ------------------------------------- | ------------------------------------------------------------------- |
| **01**  | Feb 06 (Fri) | **I. Fundamentals & Identification**  | Project Lifecycle, Problem Trees, & Objective Analysis.             |
| **02**  | Feb 07 (Sat) | **II. Innovation & R\&D**             | I+D+i Projects, Intellectual Property, & Hypothesis Validation.     |
| **03**  | Feb 20 (Fri) | **III. Market Analysis**              | Demand/Supply Analysis & Sales Forecasting (Python Implementation). |
| **04**  | Feb 21 (Sat) | **IV. Technical & Legal Feasibility** | Location (Macro/Micro), Engineering Design, & Legal Frameworks.     |
| **05**  | Mar 06 (Fri) | **V. Financial Evaluation**           | CAPEX/OPEX, Cash Flows, & Financial Indicators (VPN, TIR).          |
| **06**  | Mar 07 (Sat) | **VI. Project Management**            | PMBOK Standards, Project Charter, & Final Pitch.                    |

> *Note: Class hours are Fridays 6:00 PM - 10:00 PM and Saturdays 8:00 AM - 5:00 PM.*

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### 🛠️ Tools & Methodology

This course uses a **"Learning by Doing"** approach. While we cover the theoretical frameworks required by the syllabus, we will also leverage technology to modernize the formulation process.

* **Theory:** Based on standard methodologies (Sapag Chain, PMI, MGA).
* **Documentation:** All lecture notes, slides, and guides are hosted here on **GitBook**.
* **Computation:** We will use **Python (Jupyter Notebooks)** for:
  * Market forecasting (Time series analysis).
  * Financial sensitivity analysis.
  * Decision matrixes for technical location.

#### Prerequisites

* Basic understanding of engineering economics.
* A Google account (to access Colab/Drive).
* Desire to innovate in process engineering.

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### 📚 Assessment System

The evaluation follows the program's regulations:

* **20%** - Specific Topic Presentation.
* **40%** - Group Work (Progressive Project Formulation).
* **40%** - Final Evaluation (Comprehensive Project Defense).

***

#### 📚Bibliography&#x20;

* Departamento Nacional de Planeación (DNP). (2015). *Manual conceptual de la Metodología General Ajustada (MGA)*. Dirección de Inversiones y Finanzas Públicas.
* Lledó, P., & Rivarola, G. (2007). *Gestión de proyectos*. Pearson Education.
* Minciencias. (2023). *Documento de tipología de proyectos de carácter científico, tecnológico o de innovación (Versión 7)*. Ministerio de Ciencia, Tecnología e Innovación
* Miranda Miranda, J. J. (s.f.). *Gestión de Proyectos: Identificación, formulación, evaluación financiera-económica-social ambiental* (4a ed.). MM Editores
* Moreno Monsalve, N. A., Sánchez Ayala, L. M., & Velosa García, J. D. (2016). *Introducción a la gerencia de proyectos: conceptos y aplicación*. Universidad EAN.
* Ortegón, E., Pacheco, J. F., & Prieto, A. (2005). *Metodología del marco lógico para la planificación, el seguimiento y la evaluación de proyectos y programas*. CEPAL - ILPES.
* Vivallo, A. G. (s.f.). *Formulación y evaluación de proyectos: Manual para estudiantes*.\ <br>

  <figure><img src="https://888927930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flyy9ScL0Kh85eJOYRHue%2Fuploads%2F6J10ygGvrSV3aJcMmxKv%2FACO%20imagen.png?alt=media&#x26;token=e4909dad-0668-4530-af6b-5b17de911a3c" alt="" width="188"><figcaption><p>chat with AI<br><a href="https://notebooklm.google.com/notebook/3869de40-f856-4778-a30e-f07dca010c69">Cr Project AI</a></p></figcaption></figure>

{% file src="<https://888927930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flyy9ScL0Kh85eJOYRHue%2Fuploads%2FWItBNsJv2g4f2wTnNlUc%2FGestion%20de%20proyectos_Maestria%20USB.pdf?alt=media&token=6c1b8c51-9158-446c-939b-2ca8c6f537fb>" %}

#### 🚀 Ready to start?

Please navigate to **Module 1** in the sidebar to begin with the Project Lifecycle fundamentals.