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Business Strategy

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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Business Strategy

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  1. Team 1: 3431 Benicia Solano Square Office Cesar Gerardo Andrew Johnson Greg Rogers Business Strategy

  2. Topics to Cover • Present Situation • Strategic Model • Mission/ Vision • Internal Factors • External Factors • Short/ Long-term Goals • Implementation • School Selection • Conclusion

  3. Present Situation • In the city of Benicia • Tough economic times • Increased need for financial information • Implement • School House Program • Dollars and Sense Program

  4. 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.”

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

  11. Benicia High School • Large student body • Large athletic department • Both male and female teams • More then 10 different sports teams

  12. 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

  13. Questions/Comments?

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