7/27/2019 Format of Detailed Project Report

1/6

Format of Detailed Project Report (DPR)

A suggested list of contents of a detailed prooject report is given below. This is also relevant fornew division of existing enterprises. You must modify contents as per your business needs.

1. EXECUTIVE SUMMARY

1.1 SUMMARY OF OVERALL BUSINESS1.2 KEY STRENGTH OF ORGANIZATION

1.3 BUSINESS STRATEGIES AND INNOVATION

1.4 PROMOTERS AND HUMAN RESOURSES1.5 IMPORTANT FINANCIAL MATTERS

1.5.1 ESTIMATED INVESTMENT

1.5.2 SLES FORECAST

1.5.3 PROFIT MARGIN

1.5.4 IMPORTANT RATIOS

2. ABOUT ORGANISATION

2.1 HISTORY OF ORGANISATION

2.1.1 OBJECTS-VISION AND MISSION STATEMENTS2.1.2 DATE OF INCORPORATION

2.1.3 REGISTERED OFFICES AND UNIT LOCATION

2.1.4 ACHIEVMENTS SO FAR

2.2 LINE OF BUSINESS

2.2.1 PRODUCTS AND SERVICES2.2.2 PROJECTS IN PIPELINE

2.2.3 PAST PROJECTS

2.3 PROMOTERS BACKGROUND

2.3.1 PERSONAL DETAILS OF KEY PROMOTERS

2.3.1.1 NAME,AGE, EDUACATION AND EXPERIENCE OF PROMOTERS

2.3.1.2 BRIEF NOTE ON PERFORMANCE OF COMPANIES PROMOTED BYPROMOTORS

2.3.2 SALIENT FEATURS OF SHAREHOLDERS AGREEMENT

2.4 GROUP COMPANIES2.4.1 NAME OF HOLDING/SUBSIDIARY COMPANIES2.4.2 DETAILS OF DIRECTORS

2.4.3 FINANCIAL SUMMARY OF GROUP OF COMPPANIES FOR 5 YEARS

2.4.3.1 SHARE CAPITAL2.4.3.2 RESRERVE AND SURPLUS

2.4.3.3 INVESTMENT/NET WORTH

2.4.3.4 PAST SALES

7/27/2019 Format of Detailed Project Report

2/6

2.4.3.5 NET PROFIT

2.4.3.6 IMPORTANT RATIOS

2.5 COLLABORATION

2.5.1 DETAILS OF BUSINESS PARTNERS

2.5.2 HISTORY OF RELATIONSHIP WITH BUSINESS PARTNERS

2.6 SUMMARY OF MAJOR LAWS

2.7 FUTURE PLANS

2.7.1 EXPANSION STRATEGIES2.7.2 NEW LINE OF BUSINESS

2.7.3 INVESTMENT SOURCING

3 PRODUCT PORTFOLIO AND INDUSTRY ANALYSIS

3.1 DETAILS EXISTING PRODUCTS AND SRVICES3.2 CURRENT CONSUMER SEGMENTS

3.3 RESEARCH AND DEVELOPMENT

3.4 NEW PRODUCT PLANNING, VALUE ENGINEERING3.5 MARKET DEMAND IN NEXT 5-7 YEARS

3.6 CURRENT INDUSTRY GROWTH RATES

3.7 COMPETETIVE ANALYSIS

4 PROJECT IMPLEMENTATION SCHEDULE

4.1 SCHEDULE OF IMPLEMENTATION OF THE PROJECT

4.2 DETAILS PROGRESS MADE SO FAR4.3 DETAILS OF LAND ACUISATION

4.4 DETAILS OF EXECUTION O CIVIL WORKS4.5 PLAN FOR INSTALLATION OF PLANT AND MACHINERY

4.6 TRIAL PRODUCTION SCHEDULE

4.7 DATE OF COMMERCIAL PRODUCTION

5 MARKETING STARTEGY

5.1 MARKET RESEARCH AND ANALYSIS5.2 NEW MARKET DEVELOPMENT

5.3 PRODUCT PENETRATON STRATEGIES5.4 PRICING OF PRODUCT AND SERVICES5.5 DISTRIBUTION CHANNEL MANAEMENT

5.6 MARKETING COMMUNICATION

5.6.1 PRINT MEDIA5.6.2 ELECTRONIC MEDIA

5.6.3 OUTDOOR MEDIA

5.6.4 PUBLIC RELATIONS

7/27/2019 Format of Detailed Project Report

3/6

5.6.5 EVENT MANAGEMENT

5.6.6 MALL MARKETING

5.6.7 ONLINE COMMUNICATION5.7 BRAND MANAGEMENT

5.8 RELATIONSHIP MANAGEMENT

6 OPERATONAL PROCESS

6.1 PRODUCTION CAPACITY

6.1.1 EXISTING LICENCED AND INSTALLED CAPACITY OF THE PRODUCT

6.1.2 EXPANSION PLANNING AND OPTIMISATION

6.2 PRODUCTION TECHNOLOGY

6.2.1 TECHNOLOGY DEVELOPMENT DETAILS6.2.1.1APPLICATION AREAS OF TECHNOLOGY

6.2.1.2YEAR OF DEVELOPMENT

6.2.1.3ORGANISATION THAT DEVELOPED THE TECHNOLOGY6.2.1.4CURRENT STATUS OF COMMERCIALISATION

6.2.1.5PERFORMANCE OF OPERATING UNITS BASED ON THIS TECHNOLOGY

6.2.2 BENEFITS OF TECHNOLOGY FOR THE ORGANISATION

6.2.3 GUARANTEE/ACTUAL PERFORMANCE

6.3 SUPPLY CHAIN AND PRODUCTION PROCESS

6.3.1 DESCRIPTION PRODUCTION OR SERVICE PROVISIONS

6.3.2 PROCESS FLOWCHART/STEPS INVOLVED6.3.3 MATERIAL MANAGEMET

6.3.4 INFRASTRUCTURE MANAGEMENT

6.3.5 ENVIRONMENT AND ENERGY MANGEMENT6.3.6 OUTSOURCED PROCESS MANAGEMENT

6.4 GENERAL MANAGEMENT PROCESSES

6.4.1 INFORMATION SYSTEM MANAGEMENT

6.4.2 RISK AND DISASTER MANAGEMENT

6.4.3 LEGAL COMPLIANCES MANAGEMENT6.4.4 INNOVATION MANAGEMENT

7 LEADERSHIP AND HUMAN RESOURCES

7.1 ORGANISATION STRUCTURE AND REPORTING SYSTEM7.1.1 ORGANISATION CHART7.1.2 BOARD OF DIRECTORS

7.1.2.1 NAME,AGE, EDUCATION AND EXPERIENCE OF DIRECTORS

7.1.1.2 BRIEF NOTES ON PERFORMANCE OF COMPANIES LEED BY DIRECTORS7.1.3 DETAILS OF KEY MANAGEMENT PEOPLE

7.1.4 COMMITTEES AND IMPORTANT PEOPLE

7.1.5 EMPLOYEE STRENGTH

7/27/2019 Format of Detailed Project Report

4/6

7.1.5.1 DEPARTMENT WISE NUMBERS AND THEIR QUALLIFIACATIONS

7.1.5.2 COMPENSATION BEING OFFERED

7.2 ORGANISATION MANAGEMENT

7.2.1 DECISION MAKING PROCESS

7.2.2 RESPONSIBILITY, AUTHORITY AND ACCOUNTABILITY7.2.3 COMMUNICATION AND COORDINATION

7.3 HUMAN RESOURSE MANAGEMENT

7.3.1 WORK FORCE PLANNING AND STAFFING

7.3.2 PERFORMANCE MANAGEMENT

7.3.3 TRAINING AND DEVELOPMENT7.3.4 COMPENSATION MANAGEMENT

7.4 POLICIES WITH REGARD EQUITY, ETHICS AND RELATIONSHIP

8 RISK AND SWOT ANALYSIS

8.1 FUTURE RISK ANALYSIS

8.1.1 DETAIS OF RISK FACTORS8.1.2 MANAGEMENT PERCEPTION AND ACTION PLAN TO TACKLE THE RISK

8.2 SWOT ANALYSIS

8.2.1 STRENGTH AND WEAKNESS

8.2.2 OPPORTUNITIES AND THREATS

9 FINANCIAL ANALYSIS

9.1 CURRENT FINANCIAL STANDING9.1.1 CURRENT CPITAL STRUCTURE

9.1.1.1 CAPITAL FUNDS9.1.1.2 LOAN FUNDS(BOTH SECURED AND UN SECURED)

9.1.1.3 WORKING CAPITAL FINANCE

9.1.2 DETAILS OF ASSESTS AND PROPERTIES OF ORGANISATIONS9.1.2.1 QUANTITY AND TOTAL WRITTEN DOWN STATUS

9.1.2.2 LOAN TAKEN AGNAIST SUCH ASSESTS

9.1.3 STOCK MARKET LISTING

9.1.3.1 NAME OF STOCK EXCHANGES ON WHICH COMPANY SECURITIES ARELISTED

9.1.3.2 MARKET PRICE TREND OF SHARES IN PAST SIX MONTH9.1.4 CHANGES IN ACCOUNTING POLICIES

9.2 FUNDS REQUIRMENTS FOR PROJECT

9.2.1 PHASE/ACTIVITY WISE FUND REQUIRMENTS

9.2.1.1 BUSINESS PURCHASE /TAKEOVER

9.2.1.2 PURCHASE OF FIXED ASSETS9.2.1.3 WORKING CAPITAL

7/27/2019 Format of Detailed Project Report

5/6

9.2.1.4 PRELIMINARY EXPENSES

9.2.1.5 COST OF RAISING THE FINANCE

9.2.2 INVESTMENT ALREADY MADE IN THE PROJECT AND ITS SOURCES9.2.3 SOURCES OF FUNDS

9.2.3.1 OWNER CONTRIBUTION

9.2.3.2 BANK FINANCE9.2.4 DETAILS OF SECURITY OFFERED

9.2.5 TAX AND FISCAL CONCESSIONS AVAILABLE TO THE ORGANISATION

9.3 PROJECTED FINANCIAL STATEMENT

9.3.1 CHARTS OF FINANCIAL PROJECTTIONS9.3.2 PROJECTED BALANCE SHEET

9.3.3 PROJECTED PROFIT AND LOSS ACCOUNT

9.3.4 PROJECTED CASH FLOW STATEMENENT9.3.5 PROJECTED FIXED ASSEST INVESTMENT

9.3.6 PROJECTED OPERATING EXPENSES

9.3.7 PROJECTED HUMAN RESOURCE REQUIRMENT9.3.8 LOAN EPAYMENT SCHEDULE

9.3.9 BREAK EVEN AND RATIO ANALYSIS

Documents to be Annexed

1 Memorandum & Articles of Association/ Partnership Deed/ Trust Deed2 List of Directors/ Partners

3 List of Bankers

4 List of Subsidiaries showing percentage of the holding in each of the subsidiaries

5 Details of Agreement entered into with Managing Directors, Whole Time Directors6 Company brochures and marketing materials

7 Agreements with consultants, architects and other professionals8 Copy of governments order converting the land into industrial land if applicable

9 Plant site and location map

10 Equipment layout or plan of building indicating the flow of material

11 Copy of Balance Sheets and Profit and Loss Accounts of Past 3 years12 Letter of Intent/SIA Registration/Foreign Collaboration Approval/Approval for import of

plant and machinery, if applicable.

13 Necessary clearance from governmental, statutory, municipal authorities etc. forimplementation of the project, wherever applicable.

14 Listing agreement of the Company for existing securities on the Stock Exchanges.

15 Certificate from Architects or any other competent authority on project implementationschedule furnished by the company, if applicable.

16 Documents in support of the infrastructural facilities, raw material availability, etc.

17 Revaluation certificate of companys assets given by Government Valuer or any other

approved Valuer.18 Environmental clearance as given by Pollution Control Board of the State Government or the

Central Government as applicable.

7/27/2019 Format of Detailed Project Report

6/6

19 Other documents, reports etc. as are relevant / necessary for true, fair and adequate

disclosures in the draft prospectus / letter of offer (to give details)