team 1 3431 benicia solano square office cesar gerardo andrew johnson greg rogers
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Team 1: 3431 Benicia Solano Square Office Cesar Gerardo Andrew Johnson Greg Rogers. Business Strategy. Topics to Cover. Present Situation Strategic Model Mission/ Vision Internal Factors External Factors. Short/ Long-term Goals Implementation School Selection Conclusion.

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team 1 3431 benicia solano square office cesar gerardo andrew johnson greg rogers
Team 1: 3431 Benicia Solano Square Office

Cesar Gerardo

Andrew Johnson

Greg Rogers

Business Strategy

topics to cover
Topics to Cover
  • Present Situation
  • Strategic Model
  • Mission/ Vision
  • Internal Factors
  • External Factors
  • Short/ Long-term Goals
  • Implementation
  • School Selection
  • Conclusion
present situation
Present Situation
  • In the city of Benicia
  • Tough economic times
  • Increased need for financial information
  • Implement
    • School House Program
    • Dollars and Sense Program
mission vision
Mission / Vision

“To help H&R Block assist their clients to achieve their financial objectives by serving as their tax and financial partner, by combining the School House Program with the Dollars & Sense Program in the Benicia Unified School District.”

internal factors
Internal Factors
  • Strengths
      • Solid reputation in the market
      • Expertise available of our firm
      • Products easily accessible
  • Weaknesses
      • Lack of Exposure in community
      • Complexity of products
external factors
External Factors
  • Opportunities
      • Gaining future clients
      • Establish more of a positive image in the community
  • Threats
      • Come off as soliciting
      • Not gaining clients/ Having programs overlooked
      • People in community already use Mom & Pops or Jackson Hewitt
short long term goals
Short / Long-term Goals
  • Short-term
      • 1. Help the Community
      • 2. Establish Relations
      • 3. Educated the Youth
  • Long-term
      • 1. Customer Growth
      • 2. Client Retention
      • 3. Maintain Community Support
implementation
Implementation

1) Choose a school in Benicia

  • a) Benicia high

2) Establish relationship with school through the Schoolhouse Program

  • a) Follow up with kits given out

- To insure an adequate amount of flyers were given out

  • b) Get involved with other school programs to become more familiar to the students and faculty.
  • c) Keep in contact with administration and athletic department
implementation1
Implementation
  • 3) Propose Dollars and Sense program
    • a) Offer presentation on what curriculum consists of

- Stress importance of financial education in our youth

    • b) Explain the Dollars and Sense National Challenge as incentive for students

- Scholarship opportunities

choosing a school
Choosing a School
  • School with a large number students
  • School with an athletic department
  • School that has both male and female teams
  • School with more than 10 different sports teams
benicia high school
Benicia High School
  • Large student body
  • Large athletic department
  • Both male and female teams
    • More then 10 different sports teams
in conclusion
In Conclusion
  • The two individual programs were great community outreach programs that will prove to have great success for H&R Block in the future
  • Combining the two programs together would increase awareness about H&R Block
  • We felt if students were more informed about financial decisions, they would be more willing to take advantage of what the Schoolhouse program has to offer
  • Participates will view H&R Block as a friendly and valued member of their community
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