Module 1 Know your customer and market 4 hAnalyse
Every sound business in universities begins with one clear customer and one clear problem. In São Paulo and the wider state, demand is real but crowded, so a small, well-described customer group wins before a broad one.
- In universities: Define the learner and the employer outcome in one line per programme.
- Write the customer in one sentence: a student and an employer. Add the place, the moment of need and what they use today.
- List five rivals or substitutes within reach. For each, record price, strength, weakness and how people reach it.
- Interview at least eight real customers with open questions. Record exact words, not your summary.
- Count the market in units: how many student terms could one area buy in a month? Use two public sources and your own count, then take the lower figure.
- Choose one first segment and say why the others wait.
Worked example. Weak: 'Everyone needs a degree-level teaching programme.' Strong: 'Our first customer is a student and an employer within 8 km of the centre, who today pays R$ 5.280 per student term and complains about delay. We target 72 student terms a month by month three.'
Second worked scenario. Scenario: ten customers are interviewed for universities. Seven say price, two say speed, one says trust. Question: which first message do you write, and which interview record backs it? Model answer: lead with the student term price and speed promise, keep trust proof as the second line, and cite the seven price answers by date.
Activity. Write the one-sentence customer, a five-row rival table and eight interview records. Share them with a peer for a challenge round.
Standard to meet. Define a specific customer, build a rival table with prices, and trace every claim to an interview or a source.
Module 2 Rules, registration and data duties in Brazil 4 hUnderstand
Brazil asks every trader to be visible and accountable. Know which register, tax regime and sector rules apply before the first sale, and check each against the current official text.
- In universities: Higher education programmes are authorised and evaluated by the national education authorities; check recognition before enrolment.
- Choose a legal form: micro-entrepreneur (MEI) only if your activity appears on the official MEI list, or a company registered with a CNPJ. Regulated activities need their sector authorisation first. Check the current limits and lists on the official portal.
- Learn the tax regime that fits your size and write down which taxes you will collect and pay, and when.
- Find the sector rules for universities: licences, inspections, professional registers. List each with the office that issues it and the renewal date.
- Personal data of customers falls under Brazil's data protection law (LGPD). Collect only what you need, say why, keep it safe, and name who answers questions.
- Consumer law gives buyers clear rights on information, returns and complaints. Put your terms in plain Portuguese.
Worked example. Checklist for a new universities trader: 1) legal form (CNPJ, or MEI only if your activity is on the official list); 2) city operating licence; 3) sector licence or register; 4) tax set-up; 5) privacy notice; 6) written terms. Each has an owner and a date.
Second worked scenario. Scenario: a neighbour says registration can wait until the first R$ 24.000 of sales. Question: what do you do? Model answer: do not delay; write the compliance table first, confirm the register, tax and sector licence with the official office, and start only where the table shows no open blocker.
Activity. Build your own six-line compliance table for your first location. Mark what is done, what is pending and who confirms it.
Standard to meet. Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.
Module 3 Design the offer 4 hCreate
An offer states what the customer gets, how well, by when and at what price. For a degree-level teaching programme, the offer must make the quality visible and the next step easy.
- In universities: Design from outcomes backwards: task, condition, standard, then assessments, then lessons.
- Describe the core offer in three lines: what is delivered (a degree-level teaching programme), the standard it meets, and the time it takes.
- Add one proof for each promise: a sample, a test result, a guarantee or a customer record.
- Price from cost upward and from customer value downward, then pick a price inside both.
- Write a simple one-page terms sheet: what is included, what is extra, how to cancel.
- Create two options at most, so choice stays easy.
Worked example. Offer: 'A degree-level teaching programme, delivered within agreed time, checked against a written standard, price R$ 4.800 per student term. Proof: a dated record the customer can check and sign. Changes or cancellation by written agreement before work begins.'
Second worked scenario. Scenario: a customer asks for a discount from R$ 4.800 to R$ 4.320 per student term. Question: decide with numbers. Model answer: contribution falls from R$ 2.200 to R$ 1.720 per student term; offer an extra of value (for example faster service) before cutting price, and accept only if the lower contribution still clears break-even.
Longer notes. Start from a gap that students or local firms can name, such as no hands-on course in spreadsheets for first-year commerce students. Write the path from entry to outcome: prerequisites, weekly hours, a graded project with a real local partner and the support offered on the way. Check the catalog for overlap and keep only what is new. Cost the course from instructor hours, room and materials, then split by seats. State the outcome in one plain sentence, for example: a graduate can build a monthly cash plan for a small shop. Ask the education authority's current rules whether the course needs approval before credits are promised.
Extra worked example. A practical course is sold at R$ 4.800 per student term. Teaching and materials cost R$ 2.600, so each leaves R$ 2.200, 45,8 percent. With 120 student terms in a month, revenue is R$ 576.000, variable cost R$ 312.000 and contribution R$ 264.000. After fixed cost of R$ 90.000, profit is R$ 174.000, a margin of 30,2 percent. Only 41 student terms, rounded up from 40,91, carry the R$ 90.000 of rooms, staff and library, so 120 leave a wide cushion.
Activity. Write the offer card, the proof list and the terms sheet. Test them with three customers and note every point where they hesitated.
Standard to meet. Check that promise, proof and price are consistent, fit the terms on one page, and record three customer reactions.
Module 4 Run the work step by step 5 hApply
Good operations make results repeatable. For universities, write each step so a new person could follow it on their first day, and measure each step.
- In universities: Run a term calendar with teaching, assessment and moderation; keep student records safe.
- Map the process from first contact to paid and closed. Typical stages: enquiry, quote, preparation, delivery of the student term, check, payment, follow-up.
- Name the key resource at each stage: qualified staff and clear outcomes. Note what happens if it is missing.
- Write a one-page standard procedure per stage: who, what, tool, time, record.
- Choose three measures: speed, quality (errors per 100) and customer rating. Review them every week.
- Fix the cause of a defect, not the symptom. Ask 'why' five times and record the answer.
Worked example. Stage record: 'Prepare. Owner: lead. Time: 30 min. Tool: checklist. Record: signed sheet. Defect found on 1 of 30 student terms last week; cause: missing check on qualified staff and clear outcomes; fix: add check at start, review next Friday.'
Second worked scenario. Scenario: of 120 student terms last month, 7 had a defect traced to qualified staff and clear outcomes. Question: what is the defect rate and what is your first action? Model answer: about 6 defects per 100; stop the cause (add a check at the start), correct affected customers, log the cause, and re-measure next week.
Activity. Draw the process map and write procedures for the two riskiest stages. Run each once and time it.
Standard to meet. Write procedures a stranger can follow, record weekly numbers for each measure, and trace one defect to a root cause.
Module 5 Safety, quality and risk 4 hEvaluate
The most serious risk in this field is teaching that does not match the task. A calm, written risk routine protects people first and the business second.
- In universities: Academic integrity and student welfare are risks; set clear policies and support routes.
- List ten things that could go wrong. Score each for how likely (1 to 5) and how serious (1 to 5). Multiply and sort.
- For the top five, choose a control: remove the hazard, replace it, guard it, train people, or use protective gear, in that order of preference.
- Write who does what in an emergency, and rehearse it once a quarter.
- Keep an incident and near-miss log. Near-misses are free lessons.
- Check that insurance and legal duties match the risk you actually carry.
Worked example. Risk row: 'Hazard: teaching that does not match the task. Likelihood 3, severity 5, score 15. Control: written check before each student term, trained staff, log sheet. Owner: site lead. Review monthly.'
Second worked scenario. Scenario: a near-miss occurs: teaching that does not match the task nearly happened but no one was hurt. Question: what do you do in the next 24 hours? Model answer: make safe, record the event, ask the five whys, add or tighten one control, brief the team, and set a review date; near-misses count as lessons, not blame.
Activity. Build a ten-row risk register and a one-page emergency plan. Run a ten-minute drill with a peer and note two improvements.
Standard to meet. Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.
Module 6 People, skills and service 4 hApply
People deliver the promise. Define roles, train to a standard and give feedback in the open.
- In universities: Train teaching staff in assessment design and feedback.
- Write a role card for each person: purpose, five tasks, the standard for each, and who to ask for help.
- Train by showing, doing with support, then doing alone with a check. Record sign-off per task.
- Set service rules for answering customers: reply times, tone, how to apologise and fix.
- Hold a ten-minute team check each day: yesterday's problem, today's plan, one risk.
- Build a growth path: what a new person can do in week 1, month 3 and month 12.
Worked example. Training record: 'Task: process a complaint. Shown 2 May; done with support 4 May; done alone 8 May, checked: apology, fix, follow-up call. Signed by lead.'
Second worked scenario. Scenario: a new hire completes training but a customer complaint shows a skipped step. Question: whose gap is it? Model answer: first the system: check the role card, the training sign-off and the checklist; then coach the person and fix the document so the step cannot be skipped.
Longer notes. Hire assistants to carry the part of teaching that needs small groups. Train each assistant to run a ten-minute pair exercise, to read a gradebook for students who missed three sessions and to write a first message that is kind and short. Sit in a colleague's lecture once a term and trade written notes the same week. Collect a three-question mid-term form and change one thing before week eight. Keep office hours posted outside the door and reply to messages inside two working days. Give every new teacher a mentor for the first semester and a workload that leaves time to prepare.
Extra worked example. In a worked example, not market data, one teaching assistant supports 3 groups, 6 hours a week per group, at R$ 35 per hour. Weekly cost is 3 x 6 x R$ 35 = R$ 630, and over 4 weeks R$ 2.520. If advising keeps 6 more of 120 student terms from dropping out, the gain is 6 x R$ 2.200 = R$ 13.200 a month. Net benefit is R$ 10.680. At R$ 420 per retained student (R$ 2.520 / 6) against R$ 2.200 of monthly contribution each, one assistant's advising is cheap.
Activity. Write two role cards and a training plan for one new hire. Role-play a hard customer conversation twice and review.
Standard to meet. Write role cards with measurable standards, show the sign-off steps in training, and write the service rules in plain words.
Module 7 Money: cost, price and break-even 5 hAnalyse
A business lives or dies on a few numbers. Know your contribution per unit, your fixed costs and the volume you need.
- In universities: Cost per student includes staff, space, and platform; compare with fee-free alternatives when the learner pays nothing.
- Contribution per student term = price minus variable cost. Fixed costs are paid whether you sell or not.
- Break-even units = fixed cost divided by contribution. Plan to pass it by a safe margin.
- Make a 12-month cash plan. Cash timing matters as much as profit: customers may pay late, suppliers may want money first.
- Keep money for business and money for the owner apart.
- Test the plan: what if sales fall by a quarter, or cost rises by a tenth?
Worked example. Worked example, all figures in reais: price R$ 4.800, variable cost R$ 2.600, contribution R$ 2.200 per student term. Fixed cost R$ 90.000 a month. Break-even = R$ 90.000 / R$ 2.200 = 40,91, so 41 student terms a month. At 120 student terms a month, profit = R$ 2.200 x 120 - R$ 90.000 = R$ 174.000. These are teaching figures that belong to this example only; later examples and the case study use their own figures. Use your own.
Second worked scenario. Scenario: sales fall to 90 student terms a month. Question: what is the monthly result? Model answer: R$ 2.200 x 90 - R$ 90.000 = R$ 108.000; compare with break-even of 41 student terms and decide whether to cut fixed cost or raise volume first. Teaching figures only.
Activity. Build your own table: price, variable cost, contribution, fixed cost, break-even and a downside case at 75% of sales. Show it to a peer or mentor.
Standard to meet. Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.
Module 8 Grow, measure and renew 4 hEvaluate
Growth should follow proof. Measure, learn, then add; and keep returning to the customer.
- In universities: Grow through employer projects and graduate tracking.
- Pick one growth lever at a time: new customers, a higher repeat rate, a better price, or a new offer.
- Set one measurable target for 90 days, such as 'raise repeat customers from 20% to 30%'.
- Ask each customer how they found you, and record it. Spend more where the record shows results.
- Review monthly: numbers, defects, complaints, cash. Write three decisions each time.
- Plan the renewal of licences, equipment and skills a year ahead.
Worked example. 90-day plan: 'Lever: repeat customers. Action: follow-up call after every student term. Target: repeat rate from 20% to 30%. Check: weekly count. Review date: day 45 and day 90.'
Second worked scenario. Scenario: you can add 24 student terms a month by one of two levers: a follow-up call to past customers or a price rise of R$ 480 to R$ 5.280. Question: how do you choose? Model answer: test the cheaper reversible lever first (the call), measure for 30 days, and only then try the price change, so you can tell which one worked.
Longer notes. Follow each cohort from first day to what graduates do six months later. Count enrolled, attending in week four, finished and working or studying after the course. Divide finishers by starters and compare cohorts side by side. Ask students who left to name the moment they decided, then test one fix, such as an evening group. Meet employers and alumni each year to revise the content list, and tell new students what changed before they enroll. Publish weak results as well as strong ones and discuss them with teachers. Keep a placement rate out of the brochure until the education rules on advertised outcomes have been read.
Extra worked example. The cohort counts and the R$ 8.000 are worked-example figures, not market data. A cohort starts with 120 student terms and 96 finish, so completion is 96 / 120 = 80 percent, with 24 dropouts. After adding evening classes the next cohort of 120 has 105 finishers, 87,5 percent, 9 more. Nine retained students bring 9 x R$ 2.200 = R$ 19.800; extra teaching costs R$ 8.000, so the net gain is R$ 11.800 per term. Evening classes for working students are what lift term profit from R$ 174.000 to R$ 185.800.
Activity. Write a 90-day plan with one target, three actions and a review date. Present it in five minutes and take questions.
Standard to meet. Set a measurable, dated target, break the actions down small enough to start this week, and put the review date in the calendar.