Objective: to evaluate financial and non-financial implications of Winston Barkwith's proposal in relation to the North West Trust stated aims (case study example).

Essay by kkqc9866University, Bachelor's March 2004

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For my analysis I simplified 'normative investment process' model (original source: Pike and Dobbins, 1986), which I would like to use to determine the future viability of the project plan put forward by Winston. The basic idea which underlies the model is that the process of capital investment can be considered to flow from strategic planning through to search for investment opportunities to meet that plan. The opportunities are screened and defined for the subsequent analysis by management. If the project is sanctioned then the investment is made, making sure that there are no cost overruns. Once a project has been commissioned and running for a time it is useful to assess whether it is meeting the expectation promised at the evaluation stage. Audit technique can be used at latter stages to ensure appropriate control.

In order to evaluate Winston's proposal I used in depth qualitative cost-benefit analysis and also numerical techniques, such as cash flow forecast and payback (see Appendix 1).

Main body of the report:

1) Strategic plan.

Strategic plan of the North West Trust for the Protection of Wildlife is very well reflected in the aims of that organisation, which state the following:

"h to encourage farming practices in the region which will not endanger local animal life;

"h to enable the region's residents to enjoy the local countryside;

"h to educate the region's young people on how to look after and enjoy the local countryside and wildlife.

2) Search, Screen and definition of investment opportunities.

There are two projects put forward before the committee. One of which is the proposal made by the newly elected chairman of the committee, which involves reorganising Moult Hall property into quad biking course.

On the other hand, there is a proposal made by Jonathan and Ingrid, who are...