Financial Investment Project: Coffee Shop Expansion & Timeline

This financial investment project outlines a plan for a coffee shop to expand its business through multiple branches, aiming to attract more stakeholders and improve the organization's economic status. The project anticipates a 12-week timeline, encompassing activities such as adding new offerings, strategic planning, market optimization and expansion, building a customer management system, procuring goods and services, and conducting competitor analysis. The project emphasizes SMART goals—Specific, Measurable, Attainable, Relevant, and Time-bound—to ensure effective project management and stakeholder engagement. The proposal also considers leveraging digital platforms to manage stakeholder portfolios and investment data, although currently, the organization outsources these services. The document includes a project timeline and references relevant academic sources.

Financial investment
project

Contents
MAIN BODY..................................................................................................................................3
Explain the project that has been planned to undertake..............................................................3
What approximate time will be taken to complete the project....................................................3
Why this project has been chosen?..............................................................................................3
SMART goals and objectives......................................................................................................4
Which digital platform can be utilised.........................................................................................4
Project Timeline...........................................................................................................................5
REFERENCES................................................................................................................................6

MAIN BODY
Explain the project that has been planned to undertake.
The financial investment that has been embarked on is for setting a definite activity for the
accomplishment of the fiscal objectives. It is the long – term project that is used for attracting
more stakeholders for the betterment and improving the economic status of the organisation (Lu,
Tian and Buitrago, 2021). The project that the company will make to attract the shareholders is
of the business proposal of coffee shop by expanding its business operating through many
branches. The potential investors can help in increasing the market value of the firm by investing
in the stock and undertaking the equities of the financial company.
What approximate time will be taken to complete the project.
For proposing more investors and to complete the project it can approximately 12weeks to
complete all the activities. Because the investors will only be interested when the company is
planning for expansion or modifying its structure.
Activities Weeks
Adding the new offerings to the consumers 2
Strategic Planning 1
Optimise the current market 1
Create a new market for expansion 2
Build a Customer Management system 2
Procuring of the good and services 1
Competitor Analysis 2
Why this project has been chosen?
The project has been chosen because it will give an opportunity for the existing business to
grow. This will help the firm in making many monetary benefits (Malafeyev and et.al., 2020). It
will get the idea propose of getting the accurate information and the estimates, which will help in
the repayment of the contributions.

SMART goals and objectives.
The goals of the financial company can be defined as:
 Specific: It simply states the project the needs to consider must be specific and such that
the stakeholder’s needs are addressed so that they will rely on organization and remain
invested in them.
 Measurable: It means that project must be quantify in terms of figures so that its proposed
benefits to be addressed to shareholders.
 Attainable: It means that it should be realistic and achievable. It is important for the entity
to set those targets which they successfully accomplish (Pavlova and Nekhaychuk, 2018).
 Relevant: It indicates that the proposed project must be relevant with the activities or
process an entity is carrying out so that it will be fruitful for them.
 Time bound: It means that the project under consideration must be timely completed as
time is significant factor and if it is properly utilized then entity’s goals and objectives
will be accomplished.
Which digital platform can be utilised.
The organization is not currently using any digital platform instead of this they are using
multiple sites for collecting and evaluating the investment proposal. They use online platform of
others in order to manage the portfolio of stakeholder and others members associated with the
organization. They aggregate the collective data from multiple sources so that they provide the
consolidated view of the member’s investment in an organized manner (Zaglul Ruiz and
Luetchford, 2021). The cost of in-house building the financial digital platform requires funds,
therefore they outsource this facility from the outsiders considering cost and time.

Project Timeline.

REFERENCES
Books and Journals
Lu, Y., Tian, Z. and Buitrago, G.A., 2021. Evaluation and selection of Chinese government
venture capital investment projects: A research based on analytic hierarchy process and
intuitionistic fuzzy set–technique for order of preference by similarity to ideal solution
method. Managerial and Decision Economics. 42(4). pp.821-835.
Malafeyev, O and et.al., 2020, November. Adaptive mathematical model of investment project of
a microfinance company under conditions of incomplete information. In AIP
Conference Proceedings (Vol. 2293, No. 1, p. 420009). AIP Publishing LLC.
Pavlova, E.V. and Nekhaychuk, D.V., 2018. Investment policy of Crimea and the ways of its
implementation. In Научное обеспечение процессов реформирования социально-
экономических отношений в условиях глобальных трансформаций (pp. 353-360).
Zaglul Ruiz, L. and Luetchford, P., 2021. Unpacking Fair Trade bananas and coffee: private
financial investment and the state in Costa Rica. Development in Practice. 31(7).
pp.885-895.