Summer Training How To Convert SIP To PPO

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A session on How to

convert SIP into a PPO


Date : 29/03/14
By: Prof. Sanjay Mohapatra

Strategy for Summer


Internship Project
Quantifiable

Substantiate arguments by numbers


Qualitative

Depends on the impression created


by
Report
Presentation
Relation with manager

Elements of a Summer
Report
1. Executive Summary
2. Introduction/Background
3. Objective
4. Construct
5. Methodology
6. Data Collection
7. Analysis
8. Solutions
9. Business Case
10. Conclusion
11. Way Forward

Executive Summary
To

understand the entire report in a short time.


1.5 to 2 pages

Should contain following information in a logical


sequence.

Introduction
Background
Objective
Methodology
Construct
Data Collection

1 paragraph
2 paragraph
1 paragraph
1 paragraph
1 paragraph
Issues faced/good
practices/learning
Analysis
1 paragraph
Business Case
Give no if possible NPV/IRR and
sensitivity analysis (use
business value framework)

Introduction &
Background
Introduction: Answer to why

did you
do this, should be taken from the
companys annual report. The annual
report gives the direction where the
company wants to go in future. Your
project should be linked with the
companys mission
Background: Should be taken from
directors report. It addresses the
question:
Why do you want to move in a
particular direction?

Introduction
Should

talk about the reason for the


project and the business scenario
Industry analysis
Direction in future from Annual Report
Reason for project (Company Strategy)
from Directors Report
Refer industry forums if Annual Report
not available like usgaap/stock
exchange report/ foresters blog/gartner
report etc.

Background
Mission

vision statement from


company website

Goals

of the company from Directors


Report

SWOT

and PESTEL analysis to answer


at what level the organisation exists
and how far it has to go.

Objective: what do you want


to achieve?
Objective

should be written based


on the introduction and background
The objective written should be:

Clear
Loud
Distinct
Multiple short sentences: different
components will be clear by separating
them into different categories

It

should be linked with the


methodology

Methodology
1. Construct (quite important as this can be a real
mood swinger. This requires understanding of the
domain; this needs to be shown to the supervisor
for review which can tilt the opinion for PPO in
your favor)
2. Primary / Secondary Data : Also mention mistakes
that you did, learning that you had, good practices
that you followed
(Prefer primary data)
Try finding the metrics for main content
3. Sample Characteristics
4. Sample Size
5. Time Period
6. Scope/Area/Geographic area
7. Analysis methodology : Factoral/SEM/Multi
Variate; (also mention why have you taken a
particular strategy)
8. Tools : SPSS/Excel
9. Questionnaire / Check list / Construct presentation

Questionnaire designing

Continue..
After

determining your population,


decide whether you will go for a
questionnaire or a checklist?
Questionnaire: For concrete
questions
You determine questions
Checklist:

Flexible

Used for pilot survey


Later converted to questionnaire
You determine variables on which you
will start the discussion

Construct
Define

a matrix on the basis of the


variables which will impact your final
goal
However a variable could be further
affected by other variables
Y= A+ B1X1 + B2X2
here X1 and X2 are variables (matrix)
These matrices could be found on google
Variables eg: Y= feasibility of packaged
drinking water. Then variables (X) will be:
price, promotion, packaging

Building a construct
Place

the core topic at the centre


Identify all the variables that
have an impact on this core idea
Identify the impact between
these variables

Analysis
Analysis

method

NPV/IRR/NAV
Sensitivity Analysis

Conclusion
What

business benefit will your


project provide?
Sensitivity analysis should be
done
For worst case, take discount rate
= LIBOR+ markup
For best case take discount rate
> WACC

PRESENTATION
Flow

of PPT

Agenda (time for each item)


Summarize important portions before going
to the next topic
Data Analysis
Summary
While

giving ppt, at every slide


summarize and keep the flow of ppt
going by saying that : this is what we
have discussed and this is what we will
be discussing

Some more Tips


To

find out information, use the


following:

US GAAP
Stock exchange report
Forester blogs
Gartner report

Clearly

state your assumptions


Executive summary, though comes
first in the report but should be
written at the end

Thanks!!!

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