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Advisor(s)
Abstract(s)
O Turismo no Espaço Rural, pelas suas características muito próprias, transmite aos clientes a
oportunidade de experienciarem outras realidades, mantendo sempre presentes os valores e
as tradições culturais e gastronómicas das regiões onde se insere.
Face às particularidades da tipologia e ao crescente interesse e procura por esta forma de
turismo, o presente projeto tem como objetivo primordial a elaboração de um plano
económico-financeiro de investimento, consistindo na conceção de um empreendimento de
Turismo em Espaço Rural em Lodares (concelho de Lousada), tendo como propósito satisfazer
as necessidades dos clientes com uma experiência rural.
Desta forma, para a realização dos objetivos propostos foi desenvolvida uma análise
qualitativa, baseada em revisão da literatura e pesquisa de informação específica relativa aos
quatro grandes temas que sustentam a ideia de negócio, nomeadamente: o Turismo, o
Turismo em Espaço Rural, suas caraterísticas e tipologias, daqui partindo para uma focalização
no Agroturismo como produto específico português, argumento base de sustentação do
projeto aqui apresentado.
Assim, desenvolvido este enquadramento teórico necessário à fundamentação da ideia de
negócio, seguiu-se a elaboração do Plano de Negócios onde foram abordados os pontos
necessários que permitirá analisar a viabilidade do projeto. O Plano de Negócios iniciou-se
com a análise do mercado, avaliando a oferta e a procura turística do segmento turismo rural,
analisaram-se os fatores políticos, económicos, sociais, tecnológicos, ambientais e legais que
influenciam direta e indiretamente o negócio e ainda a concorrência. Posteriormente,
realizou-se uma análise SWOT de forma a caracterizar a posição estratégica tanto a nível
interno (forças e fraquezas) como a nível externo (oportunidades e ameaças). Seguiu-se a
descrição de todo o projeto, as estratégias de marketing a serem aplicadas ao negócio, bem
como a definição dos recursos humanos e a apresentação do projeto arquitetónico. Por fim,
foi definido o plano de operações e avaliou-se a viabilidade económico-financeira deste
projeto.
Com base nas projeções financeiras, e respetiva análise, considerando um investimento inicial
de aproximadamente 460.292€, o projeto apresenta um Valor Atual Liquido (VAL) de 244€ e uma Taxa Interna de Rentabilidade (TIR) de 12,66%, na perspetiva do projeto, e um VAL de
310.459€ e uma TIR de 44,11%, na perspetiva do investidor. Sendo que, na perspetiva do
projeto, o payback period é de 6 anos e na perspetiva do investidor 3 anos.
Com o plano económico-financeiro concluímos que existe viabilidade de implementação do
projeto, sustentando-se nos seguintes aspetos:
• um VAL positivo, na ótica do investidor
• na ótica do projeto, apesar de negativo, o seu VAL apresenta-se com um valor baixo,
facilemente absorvido num período de mais 2 anos para além do projetado neste
trabalho;Um payback inferior ao tempo de vida do projeto, na ótica do investidor e do
projeto.
Tourism in Rural Areas, due to its very specific characteristics, provides customers with the opportunity to experience other realities, always keeping in mind the cultural and gastronomic values and traditions of the regions where it is located. Given the particularities of the typology and the growing interest and demand for this form of tourism, this project has as its primary objective the elaboration of an economic and financial investment plan, consisting in the design of a Rural Tourism enterprise in Lodares (municipality of Lousada), with the purpose of satisfying the needs of customers with a rural experience. In this way, in order to achieve the proposed objectives, a qualitative analysis was developed, based on a literature review and specific information research concerning the four major themes that support the business idea, namely: Tourism, Tourism in Rural Areas, its characteristics and typologies, from here on to focus on Agro-Tourism as a specific Portuguese product, which is the argument supporting the project presented here. Thus, having developed this theoretical framework necessary for the foundation of the business idea, the preparation of the Business Plan followed, where the necessary points that will allow the analysis of the feasibility of the project were addressed. The Business Plan began with the analysis of the market, assessing the supply and demand of the rural tourism segment, analysing the political, economic, social, technological, environmental and legal factors that directly and indirectly influence the business and also the competition. Subsequently, a SWOT analysis was carried out in order to characterise the strategic position both internally (strengths and weaknesses) and externally (opportunities and threats). This was followed by the description of the whole project, the marketing strategies to be applied to the business, as well as the definition of the human resources and the presentation of the architectural project. Finally, the operations plan was defined and the economic and financial viability of this project was assessed. Based on the financial projections and respective analysis, considering an initial investment of approximately 460,292 euros, the project presents a Net Present Value (NPV) of 244 euros and an Internal Rate of Return (IRR) of 12.66%, from the project perspective, and an NPV of 310,459 euros and an IRR of 44.11%, from the investor's perspective. From the project's perspective, the payback period is 6 years and from the investor's perspective it is 3 years. With the economic and financial plan we conclude that there is feasibility to implement the project, based on the following aspects: - A positive NPV from the perspective of the investor; - in the perspective of the Project, even though negative, its NPV can be absorbed with a period extension of two years more than those projected in this work; - A payback period shorter than the project's lifetime from both the investor's and the project's perspective.
Tourism in Rural Areas, due to its very specific characteristics, provides customers with the opportunity to experience other realities, always keeping in mind the cultural and gastronomic values and traditions of the regions where it is located. Given the particularities of the typology and the growing interest and demand for this form of tourism, this project has as its primary objective the elaboration of an economic and financial investment plan, consisting in the design of a Rural Tourism enterprise in Lodares (municipality of Lousada), with the purpose of satisfying the needs of customers with a rural experience. In this way, in order to achieve the proposed objectives, a qualitative analysis was developed, based on a literature review and specific information research concerning the four major themes that support the business idea, namely: Tourism, Tourism in Rural Areas, its characteristics and typologies, from here on to focus on Agro-Tourism as a specific Portuguese product, which is the argument supporting the project presented here. Thus, having developed this theoretical framework necessary for the foundation of the business idea, the preparation of the Business Plan followed, where the necessary points that will allow the analysis of the feasibility of the project were addressed. The Business Plan began with the analysis of the market, assessing the supply and demand of the rural tourism segment, analysing the political, economic, social, technological, environmental and legal factors that directly and indirectly influence the business and also the competition. Subsequently, a SWOT analysis was carried out in order to characterise the strategic position both internally (strengths and weaknesses) and externally (opportunities and threats). This was followed by the description of the whole project, the marketing strategies to be applied to the business, as well as the definition of the human resources and the presentation of the architectural project. Finally, the operations plan was defined and the economic and financial viability of this project was assessed. Based on the financial projections and respective analysis, considering an initial investment of approximately 460,292 euros, the project presents a Net Present Value (NPV) of 244 euros and an Internal Rate of Return (IRR) of 12.66%, from the project perspective, and an NPV of 310,459 euros and an IRR of 44.11%, from the investor's perspective. From the project's perspective, the payback period is 6 years and from the investor's perspective it is 3 years. With the economic and financial plan we conclude that there is feasibility to implement the project, based on the following aspects: - A positive NPV from the perspective of the investor; - in the perspective of the Project, even though negative, its NPV can be absorbed with a period extension of two years more than those projected in this work; - A payback period shorter than the project's lifetime from both the investor's and the project's perspective.
Description
Trabalho de projeto
Keywords
Turismo em espaço rural Investimento Plano económico-financeiro Tourism in rural areas Investment Economic-financial plan