Training on Managing a Project on behalf of Institutional or Private Investors

  • To define a coherent and realistic investment project;

  • To understand the investors’ expectations & way of operating;

  • To write a convincing proposal;

  • To manage & monitor the project;

  • To know how to close a project;

  • To secure credibility with the investors.

Duration: 5 days

At your request, this training course can be customized to your specific environment, followed by an assistance in the implementation of your projects.



I. Terminology

II. Backers (investors)

  • Examples of some financial institutions;

  • Operating modes.

  • Project financing (programs).

III. Essentials of project management

  • Dimensions: quality, deadlines & costs;

  • Project life cycle.

IV. Information base

  • Access to information;

  • Information management;

  • Knowing how to use the information.

Case study

V. Project identification

  • Types of projects;

  • Priorities;

  • Situation analysis;

  • Project contributions;

  • Resolution of the Board of Directors to start a negotiable feasibility.
    Case study

VI. Preparation

  • Definition of the objectives pursued;

  • Technical feasibility;

  • Financial feasibility;

  • Profitability;

  • Risks.

Case study


VII. Project presentation

  • Case contents ;

  • Rules to be respected;

  • Budget definition;

  • Delivery planning ;

  • Risks & solutions.
    Case study

VIII. Evaluation by the bank

  • Technical aspect;

  • Institutional aspect;

  • Economic aspect;

  • Financial aspect;

  • Global feasibility.

IX. Decision to start

  • Negotiation;

  • Final “go” decision ;

  • Funds usage & management rules;

  • Project status procedures.

Case study

X. Managing the deliverables by the borrower

  • Management of developments;

  • Management of configurations;

  • Management of subcontracting;

  • HSE, quality, deadlines & cost controls

  • Monitor the deliverables;

  • Project performance indicators.

Case study

XI. Assessments

  • Closing the project & analysis;

  • Final assessment;

  • Feedback evaluation.

Case Study