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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