Team 1: 3431 Benicia Solano Square Office

Cesar Gerardo Andrew Johnson Greg Rogers

Topics to Cover

Present Situation Strategic Model Mission/ Vision Internal Factors External Factors

• Short/ Long-term Goals• Implementation• School Selection• Conclusion

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

“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

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

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-term 1. Help the Community 2. Establish Relations 3. Educated the Youth

Long-term 1. Customer Growth 2. Client Retention 3. Maintain Community Support

Schoolhouse Program Schoolhouse program gives teachers, parents, and

students discounts on their income tax preparation by giving out coupons.

Coupons Include; Parents $25 off tax preparation Free tax returns for high school students Teachers and staff are charged a flat fee of $169 for

federal tax returns Along with $25 back to the school with each parent

sign up Each School will also receives posters to hang around

school and additional brochures

Dollars and Sense Program “It is a comprehensive educational initiative

to help high school students learn the essentials of financial fitness”

The program consists of two parts Knowledge Matters Virtual Business®-

Personal Finance software H&R Block Dollars & Sense National

Challenge Over $1 million in Financial curriculum $50,000 in Scholarships

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

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

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

Large student body Large athletic department Both male and female teams

More then 10 different sports teams

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

Questions/Comments?