Project Assignment Worksheet

Title: Wine Exporting to Emerging Markets

Concept: Emerging markets are developing powerful consumer demand for luxury items like our increasingly respected Monterey County wines. Those same countries present uniquely challenging barriers to entry that make successful exporting uniquely challengin.

Project Phases:

Monterey County Wine Industry Financial Analysis

Analyze current volume, growth, internal profitability indicators, and cash flows of relevant competitors.

This detailed look at the industry competitiveness provides insight into whether there is a new business opportunity, or an investment opportunity.

Target class: Financial Accounting, Business 1A.

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Target Market Analysis:

Research market potential, competitive environment, and build a marketing plan to enter the market.

This analysis provides the basis for developing the company structure and channels of distribution to enter the business.

Target class: Introduction to Marketing, Business 50.

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Structure and Budgeting:

Evaluate the structure necessary to realize the business venture.

Build a full budgeting system capable of accommodating sensitivity analysis and producing full pro-forma financial statements.

Target class: Managerial Accounting, Business 1B

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Business Plan:

Evaluate and advise on the potential to succeed in this business.

Prepare and present a business plan utilizing the previous teams’ research as a basis.

This step integrates the previous work into one cohesive body to provide the basis on which to build the actual business.

Target class: Introduction to Business Ownership/Management, Business 44.

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Research Consulting:

Provide library resource assistance to all phases of the project at the request of the project teams.

Target class: Information competency and literacy, Library 50

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Ethics Review:

Review previous research steps. Evaluate potential ethical issues to be faced by a company entering this business. Advise on proactive measures to encourage ethical business practices.

Target class: Business Issues and Ethics, Business 24

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Legal Review:

Review previous research steps. Evaluate potential legal issues involving trademarks, patents, ATF issues, and/or other probable topics. Advise on preventative measure to facilitate successful legal business practices.

Target class: Business Law, Business 18

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Spreadsheet Consulting:

Provide consulting service to project teams based on current needs.

Target class: Introduction to Spreadsheets II, Microsoft Excel.

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Presentation Consulting:

Provide consulting services to project teams based on current needs.

Target class: Presentation Management with Microsoft Powerpoint, Business Skills 120

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