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Support systems for new activities in rural areas

Part 3 - Various techniques
Example of an aftercare checklist
[Technical Factsheet 5]



Introduction
How to use this guide & Table of Contents

 

1. Project:


2. Date/period:


3. Representative:


4. Production:

Target

Result

Product 1

Product 2

Product 3

Product...

Comments: "because of shortages of ..., we have produced ..% less of product 1 than predicted."

Action recommended: "look for alternative suppliers of ... in ... and ...."


5. Sales

Target

Result

Product 1

Product 2

Product 3

Product...

Target

Result

Local

Regional

National

Export

Sales could also be broken down by distribution channel or even distributor.

Comments: "local sales of product 1 have taken off, whilst demand for the others is far more sluggish."

Action recommended: "reorientate promotion and continue to search for a new supplier."


6. Stocks

Target

Result

Product 1

Product 2

Product 3

Product...

Comments: "we are completely out of stock of product 1, but stocks of the other products are becoming alarmingly large given our warehouse capacity."

Action recommended: "review volumes of production; if necessary, explore the possibility of renting a new warehouse."


7. Promotion and marketing

Target

    1. Expenditure
    2. Change distributors in ... and ...
    3. Adverts in 4 specialist reviews
    4. Tastings in regional supermarkets

Result

    1. 65%.
    2. OK in ..., still under negotiation in ...
    3. Only 3.
    4. Delayed until next month.

Comments: "we delayed promotion because of being out of stock of product 1 and because we wanted to shift the emphasis of our publicity to the other products."

Action recommended: "increase the promotion of products 2 & 3 by ..."


8. Technologie

Target

    1. Buy a new vacuum packer.
    2.

Result

    2. OK?

Comments: "..."

Action recommended: "explore the possibility of a ... machine to cut the costs of product 1."


9. Personnel

Target

    1. Make sure there is cover for employee X on annual leave.

Result

    1. OK.

Comments:

Action recommended:


10. Profit, margins and cash flow

Target

    1. Profit...

    2. Cash flow

Result

    1. Down ..% on what was expected: margins are much lower on product 1 due to the higher costs of raw materials.

    2. Down partly for the same reason and because we paid off the loan with X Bank earlier than predicted.

Comments:

Action recommended:


11. Finance

Target

    1. Renegotiate the loan with...
    2. LEADER grant.

Result

    1. OK.
    2. Contract signed on ...

Receipt of first advance on...

Comments:

Action recommended:


12. Miscellaneous

Ideally, the summary sheet should be backed up with a predicted versus actual profit and loss account, cash flow statement and balance sheet. The actions recommended for one period become the targets for the next.


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European
Commission

Agriculture
Directorate-General