YE Company Programme 2013/14 Training Menu

YE Company Programme 2013/14 Training Menu
Essential Training Further Training Introduction to YE (New LT and BA) Company of the Year Competition Start of Year Briefing Evaluation Mid Year Briefing Note – The links to the separate training sessions will only work when the powerpoint is shown as a slide show. There are “Return to Training Menu” buttons at the bottom of each slide if you need to return to this main menu. OCR Qualifications End of Year Briefing Social Enterprise Company Programme Website Engaging Students CashFlows Select a box to start the training session

For New CP Business Advisers and Link Teachers
Introduction to Young Enterprise Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For New CP Business Advisers and Link Teachers

Company Programme at a glance
Real company Up to one academic year Plan, design and sell a product or service 6 to 25 company members Run in or out of the curriculum Learning by doing Attend Board Meetings Support team It is a real company: Students get to experience every aspect of running a business YE companies exist within a specific legal structure that allows them to trade actively as a real company. They are in effect a branch of Young Enterprise. Like any company they are legally bound by a set of responsibilities and restrictions. Over the course of one year students plan, design and sell a product or service: raise real finance by selling shares open and use their own company bank account work together to create their business plan develop their own product or service market and promote their product or service trade with the public manage the company finances take part in local Young Enterprise trade fairs Liquidate company at the end of the year There can be 6 to 25 student directors per company: Must be aged 15 to 19 Schools/colleges can run multiple companies Can be run flexibly in or out of the curriculum: The programme is normally outside the curriculum In some cases it is part of a course The programme is based on the principle of Learning by doing: Students take responsibility for their own learning. All students are Directors, roles are elected by themselves. The company belongs to them – they make all decisions Students Attend Board Meetings: Normally one hour a week Session times need to be agreed at the beginning of the programme Students have a support team: Includes Business Advisers, Link Teachers, YE Managers and Link Board members The support of the Board as well as the Business Advisers and Teachers is paramount to the success of the programme Contact between them all is very important A video can be viewed at: Click here to watch a video about the Company Programme

Real impact on CP alumni
Independent evaluation findings: Better future earnings Developed employability skills and attitudes More passionate about their jobs Twice as likely to start their own business More successful in their careers Show increased social responsibility A recent independent evaluation of Company Programme tracked down those who had taken part in the programme (Young Enterprise Alumni) and investigated the impact that the programme had had on their lives and careers. The evaluation found that: •Participation in the Young Enterprise Company Programme correlates with better future earnings It contributes to the development of their employability skills and attitudes more than any other experience •The YE alumni are more passionate about their jobs than their peers with 77% of alumni fulfilled and engaged by their jobs, compared to only 59% of the Control Group. •Are twice as likely to start their own business as their peers •Are more successful in their careers regardless of social background • Show increased social responsibility, being more likely to carry out volunteer work than their peers

Volunteers Come from all walks of life Potential rewards Safeguards
Disclosure & Barring Service (DBS) Checks – previously CRB Volunteer registration form (VR Number) Volunteer Code of Conduct Volunteer Portal With a network of over 5,000 business volunteers and 220,000 young people, we are the UK’s leading figure in enterprise education delivering over 4 million learning hours each year. But we wouldn’t be where we are without all the incredible volunteers who donate their time and experience to helping to create the next generation of enterprising young people. Becoming a Young Enterprise volunteer will challenge you – but the excitement and satisfaction of mentoring, of transforming attitudes and helping young people open their eyes to the world of enterprise keeps many of our volunteers coming back year after year. YE volunteers come from all walks of life - Our volunteers have experience which cuts across every sector of the economy. They are in employment, entrepreneurs, stay at home parents, on a career break or retired. They have one thing in common. A desire to pass on their skills and experience of business to inspire the next generation. The potential rewards from volunteering include: Improves your networking and recruitment potential by engaging with the emerging creative workforce and other business volunteers Develops and refines your managerial expertise in a real working environment, with an emphasis on high-level communication and team skills Increases awareness of your own industry sector and of broader business practices beyond it Provides access to training and the opportunity to immediately start putting your newly acquired skills into practice Contributes towards the CPD (Continuing Professional Development) qualification requirements of many professional bodies. Gives you the satisfaction that comes from developing a new generation of enterprising professionals through your own experience and wisdom Safeguards Volunteers undergo enhanced level DBS checks (CBS & ISA merged to form DBS) with YE as a means of identifying any person with a criminal record suggesting they may harm any child who is either engaged in a YE activity or who they come into contact with during their role with YE. YE undertakes to treat all volunteers fairly. Having a criminal record will not necessarily bar anyone from volunteering for YE. The nature and background to any offences or other relevant information will always be taken into account. There is no charge to individual YE volunteers for Disclosure applications. All volunteers will be issued a unique VR Number – This is needed when you mentor a company. The purpose of the Code of Conduct is to provide volunteers with clear guidelines as to their standard of behaviour, responsibilities and best practice in fulfilling their role within Young Enterprise. Volunteer Portal - Once registered as a YE Volunteer you will receive a username and password for the online Volunteer Portal. You can: Check the details of your local YE contact Let us know if your own contact details change Search forthcoming classroom based volunteering opportunities Access volunteer resources eg info about programmes, policies, delivery tips and more Provide us with feedback

More information Contact your local YE representative
Visit Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

End of Session Click the arrow to return to the Company Programme Training Menu
Ask if there are any further questions Thank delegates for their time Click on the arrow to return to the Main Training Menu

For CP Business Advisers and Link Teachers
YE Company Programme Start of Year Briefing Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Agenda Introductions Company Programme Overview
Link Teacher and Business Adviser roles Starting the company Running the company OCR Qualification Company of the Year Competition Evaluation Support Run through the agenda using the following detail: Introductions Company Programme Overview Aims and objectives Company Programme at a glance Key features 2 types – new Social Enterprise Option Link Teacher and Business Adviser roles Link Teacher Role Business Adviser Role Support for LT/BA Starting the company Programme Calendar Start-up pack Introductory Meeting Registration Administration Box contents Programme Website Second meeting Choosing a product or service Running the company Third meeting and onwards Company Finances Sales and Trade fairs Enterprise without Borders OCR Qualification – brief introduction Competitions Company of the Year – brief introduction Other competitions Support available

Agenda Introductions About Young Enterprise (YE) Who’s who? Programmes
Volunteers Go through the agenda

Young Enterprise UK’s largest business education charity
Over 50 Years’ experience 220,000 young people each year 5,000 volunteers from over 3,500 companies Learning by Doing YE Mission To inspire and prepare young people to achieve their potential and succeed in business. UK’s largest business-education charity –. Run a range of enterprise and entrepreneurship programmes for young people aged 4 – 25. YE was created in the UK in Merchant banker Sir Walter Salomon founded Young Enterprise in the 1962/1963 academic year. It was based on the American Junior Achievement programme. Over 220,000 young people each year - Every year we inspire and help 220,000 young people in over 5,000 schools, colleges, universities and local communities learn about business and the world of work in the classroom under the guidance of 5,000+ volunteers from 3,500 companies. Our method is Learning by Doing. We engage young people and enable them: • to practise entrepreneurship • to share the employability skills, behaviours and attitudes needed to succeed in work • through empowerment, to help set the business agenda as tomorrow’s leaders, customers and employees YE’s mission statement is "To inspire and prepare young people to achieve their potential and succeed in business” Our vision is that we want to become recognised by 2015 amongst educators, policy makers and businesses as the UK’s pre-eminent facilitator of practical, hands-on enterprise education.

Worldwide dimension Junior Achievement Worldwide www.ja.org
JA-YE Europe We are an active member of Junior Achievement Worldwide and a founding member of Junior Achievement /Young Enterprise Europe . This enables us to: Share ideas, programmes etc Attend Worldwide networking events Enter European competitions JA Worldwide - The largest organisation in the world dedicated to educating students about entrepreneurship and financial literacy. Every year it reaches 9.7 million students in 379,968 classrooms across 123 countries throughout the world. YE has been a member of Junior Achievement Worldwide since we began in 1963. JA-YE Europe - We’ve been part of the network since it began in And since then, JA-YE has expanded to include organisations spreading across 39 member countries, making it the leading voice on enterprise education in Europe. As part of the JA-YE network, we can help our enterprising young people spread their wings even further. There are several events across Europe that they can get involved with, including the annual European Trade Fair and Congress. And every year our own annual Young Enterprise Innovation Award winner also has the opportunity to compete to be named the European Company of the Year.

Who’s Who? YE Board of Trustees YE Senior Leadership Group
Chairman – Ian Smith Local Volunteer Boards / Task Groups YE Senior Leadership Group CEO – Michael Mercieca Local YE Programme and Delivery Staff YE Support Office Oxford Ian Smith has been the Chairman of Young Enterprise since Ian is Managing Partner of AndersonBick Consultants LLP, his own executive coaching consultancy. Until recently he was the Regional Senior Vice President of Oracle UK, Ireland & Israel, a post he held for nine years. Michael Mercieca was appointed Chief Executive of Young Enterprise in April 2012.

Programmes (ages 4 to 25) Primary Classroom based programmes
Secondary/Further Education Company based programmes (Team, Company, Start Up) Higher Education Company based programme Our programmes range from 'Ourselves' for Primary school pupils as young as four. It takes students on an engaging story-based journey exploring the world of work, saving, earning, decision making and teamwork. They culminate in Young Enterprise's flagship Company based Programmes (CP/TP/SU) which enable young people to run their own real companies for a year with help from business mentors. Many of the scheme's alumni have gone on to outstanding business success. Its guiding principle is to do this through 'learning by doing.' Primary: Ourselves (aged 4-7) Our Families (aged 5-8) Our Community (aged 6-9) Our City (aged 7-10) Our Nation (aged 8-11) Our World (aged 9-12) Your School Your Business (transition) Secondary/Further Education: Classroom Based Programmes Your School Your Business (transition) Personal Economics (aged 12-16) Learn to Earn (aged 12-16) Project Business (aged 13-16) Industry Masterclass (aged 13-17) Entrepreneurship Masterclass (aged 13-17) Modularised Programmes (aged 11-16) Company Based Programmes Company programme (aged 15-19) Team programme (aged ) Higher Education: Start-up programme

Company Programme at a glance
Real company Up to one academic year Plan, design and sell a product or service 6 to 25 company members Run in or out of the curriculum Learning by doing Attend Board Meetings Support team It is useful top remind ourselves of the basics… It is a real company: Students get to experience every aspect of running a business YE companies exist within a specific legal structure that allows them to trade actively as a real company. They are in effect a branch of Young Enterprise. Like any company they are legally bound by a set of responsibilities and restrictions. Over the course of one year students plan, design and sell a product or service: raise real finance by selling shares open and use their own company bank account work together to create their business plan develop their own product or service market and promote their product or service trade with the public manage the company finances take part in local Young Enterprise trade fairs Liquidate company at the end of the year Must be student directors per company: Must be aged 15 to 19. Schools/colleges can run multiple companies Can be run flexibly in or out of the curriculum: The programme is normally outside the curriculum, however in some cases it is part of a course The programme is based on the principle of Learning by doing: Students take responsibility for their own learning. All students are Directors, roles are elected by themselves. The company belongs to them – they make all decisions Students Attend Board Meetings: Normally one hour a week. Session times need to be agreed at the beginning of the programme Students have a support team: Includes Business Advisers, Link Teachers, YE Managers and Link Board members The support of the Board as well as the Business Advisers and Teachers is paramount to the success of the programme. Contact between them all is very important

Aims and objectives In brief, Company Programme students will:
Develop personal skills Gain an understanding of how business works Gain an understanding of the wealth creation process Through participation in the Company Programme, students will: Develop personal skills including working as a team; communication; decision-making; time management & creative thinking Gain an understanding of how business works, particularly marketing; operations; finance; quality & customer satisfaction Gain an understanding of the wealth creation process though shared ownership; understanding finance; understanding adding value; understanding innovation

Key features Volunteer Mentors Company Programme Online
Insurance and legal structure Social Enterprise option Student events, workshops and trade fairs OCR Certificate in Enterprise Local, National and European Competitions Alumni Network Enterprise without Borders Evaluation embedded in delivery This slide is intended to remind us of the key features of the Company Programme. Many of these items will be covered in more detail later in this training session. Volunteer Mentor- YE cannot function without all the incredible volunteers (over 5,000) who donate their time and experience to helping to create the next generation of enterprising young people. Business advisers mentor teams on their journey into business. Company Programme Online – an innovative suite of business tools and guidance YE has effected Product and Public liability insurance under which there is an indemnity of up to £10,000,000. All students, link teachers and business advisers MUST read and adhere to the “Legal Responsibilities and Insurance Cover” document found in the programme kit and on the programme website. Note – there is no personal accident cover on individual participants eg for visits and journeys. Insurance and Legal structure – £10m effected products and public liability insurance cover. Legally a branch of YE Traditional limited company or Social Enterprise – Students can now run a Social Enterprise company. This is covered more on the next slide Student events, workshops and trade fairs – Events vary across the country but often include workshops on certain aspects of the business. Trade Fairs arranged by Volunteer Boards and/or YE staff - provides opportunity for the Companies to come together to sell their products/ services OCR Certificate in Enterprise - Company Programme students can sit the OCR Young Enterprise Certificates in Enterprise at Level 1, Level 2 and now also available Level 3 – further information included later. Company Programme is widely recognised by universities when included as part of the personal statement section of a UCAS application. The programme can be used to support a range of level 3 qualifications which carry UCAS points including Business Studies, Applied Business Studies and Economics. At the end of the year, YE companies can compete in the Company of the Year competition at a local, national, and European level. Other competitions are also open to teams throughout the year. On completing the programme students can join our UK wide Alumni network Company Programme students experience international trade through Enterprise Without Borders. There is also an EwB competition Evaluation - The CP Evaluation platform is a comprehensive online tool geared towards all participants: students, link teachers and business advisors All participants are asked to complete a pre- and post- survey Students are also asked to complete a mid-point survey All surveys are mandatory and based on self- perceived abilities and perceptions at executing various tasks

Social Enterprise Training
Two company types Traditional model - Limited Company Social Enterprise model - Community Interest Company Same benefits and experience on registration for SE Traditionally the Young Enterprise Company Programme operates on a Limited Company model. It is very common for Young Enterprise companies to develop products or services based on the students’ social and environmental concerns or to donate a proportion of their profits to charity. The Social Enterprise model can now be used in these instances. What is a Social Enterprise? A Social Enterprise is a business that aims to tackle a social and/or environmental need and uses its profits to further this aim. How does Social Enterprise Company Programme work? Company Programme students can now choose to run their Young Enterprise company as a Social Enterprise. They make this decision at the beginning of the year and run their business as a Community Interest Company (CIC – pronounced Kick). What's involved? Students get the same Company Programme experience with the same benefits but operate under a different legal structure which enables them to trade as a real Social Enterprise. Their Memorandum and Articles must include a social impact statement, shareholders receive a "blended return" and students are required to provide a social impact report at the end of the year. The overall process and objectives of the programme are the same You can still enter the Innovation Awards and sit the qualification You also get the opportunity to enter a SE competition Teams register in the normal way and must stating that you wish to operate as a Social Enterprise. See Social Enterprise Training session for more information Click here for further Social Enterprise Training

Link Teacher (LT) role Facilitator and Communicator
Register the company online Logistics and Administration Support Business Adviser(s) Support Students Manage Qualification Arrangements Promotion Ask an experienced teacher to explain their role: It is not necessary to have a detailed knowledge of business Facilitator and Communicator Initiate recruitment of students Provide, receive and disseminate updates with YE Provide the link between YE staff, Advisers, Board members, students, Governors, parents, press etc Register the company The teacher must be present when the company is registered online Hand out usernames and passwords Moderating sections of the website – deactivating accounts if misused Logistics and Administration Provide facilities, meeting rooms, working space, computers, transport for events, photocopying etc Ensure health and safety Ensure compliance with programme rules and regulations Support advisers Brief them at the start of the year Act as main point of contact – communication is essential Iron out any difficulties Help recruit and retain business advisers Support students Motivate and encourage them Act as a mentor/listener (Do not jump in too early). Caution – do not become an extra adviser! Help them review their progress through the record of achievement Discipline them if necessary Manage Qualification Arrangements Oversee the arrangements for the OCR examination – liaise with the exam office Prepare students for the Qualification Support students with any other chosen accreditations Promotion Promote YE and the CP in school and the community Liaise with the press

Business Adviser (BA) role
Work with a group of students Give advice & constructive feedback Apply knowledge and skills Be a motivator Communicate with LT See the code of conduct Ask an experienced business adviser to explain their roles: Work with a group of students Help them to develop and run a successful company You need to tread a careful line between leading the students through the experience and enabling them to run things for themselves In the early days you will need to take a positive lead – then step back to being a mentor and facilitator Give advice & constructive feedback Act as a consultant (guide, help and suggest) – try not to direct or lecture them – remember the principle of “Learning by Doing” Apply knowledge and skills Students will lack knowledge and confidence Assist them in company development Give advice on production, marketing, sales etc Ensure health and safety Ensure compliance with programme rules and regulations Be a Motivator Encourage students throughout the process From time to time (often after the first couple of months) students will lack morale and motivation. You will need to instil a sense of urgency and keep them going Communicate with LT Communicate on practical items such as sending apologies if you cannot attend See Separate training session for more hints and good practice - engaging with students session See the code of conduct Ensure the advisers have read and understood the Adviser Code of Conduct Click here for further training on Engaging with Students

Support for the LT/BA Physical Resources BA/LT Guide
Company Programme website Legal Responsibilities Document OCR Brief Competition Criteria Other Resources Training Events Fellow LT/BA Link Board Member YE Manager Hand out BA/LT guides and point to features in them: Getting ready to run CP Roles of LT and BA Company Cycle Achievement and Accreditation Preparing for Next Year Includes model outline of the year Company Programme Website includes: Background information on the Company Programme Step by step guide to the Company Programme life cycle Copies of all forms required to run the Company Insight into the roles and responsibilities of the Directors OCR Guide – Includes costs, processes, dates, support available etc Company of the year Criteria – annual version available Training events - Training sessions will be arranged for Advisers and students. Will let you know when and where Volunteer Portal – Place to update your contact details. Find resources e.g. code of conduct. Find other volunteering opportunities. Fellow Link Teachers/Business Advisers – Encourage sharing of best practice and building networks. Link Board Member - Liaise with school to help smooth running of programme. Will support with any issues YE Manager - Any worries/ problems contact YEM. There to support students/ Advisers & Teachers

Company Programme cycle
Recruit students Getting started Registration Sales and Trade Fairs OCR Assignment and Exam Company of the Year Competition Ending the year Liquidation Deadline May to September July to September August to October From October Spring April to July May to July 31 July Note - Please add dates of local events/training sessions/workshops etc Here is a basic outline of a YE year. Remember that the programme is flexible and some of the timescales will vary depending on the school and students. Emphasise that it is important to get started and register as soon as possible. The year goes really quickly! The registration window is from 1 Aug to 31 Dec but encourage teams to start planning before summer if possible and register promptly in the academic year – to receive materials and legality to trade.

Materials & Resources Start-up Pack (Contains 12 copies welcome brochures ) Business Adviser/Link Teacher Guide Company Admin Box YE Website

Getting started Start up pack contents: Registration Document
Welcome Brochures Programme Introduction Basic outline of first three meetings Function Roles Programme Website Legal Responsibilities in brief The start-up pack is intended to allow the students start thinking about their company and to register so that they receive their full resources and insurance to trade. [show the start up pack if available] Registration Document – explains the registration process and enables you to collect the data ready to register online Welcome Brochure – 15 copies - for LT, BA and students to share . Briefly go through the contents: Programme Introduction Basic outline of first three meetings – we will go through these in more detail later in this training session Function Roles – It is important to work as a team to cover all of the functions in the business. This section includes desired skills and attributes for each Director role Programme Website – introduction to this online tool Legal Responsibilities – brief introduction until you get the full legal responsibilities and Insurance Cover document

First meeting Led by the Business Adviser Introductions
Set expectations Consider function roles Company name Registration (see next slides) Weekly meetings The first meeting should be led by the business adviser. At the meeting you should follow the guidance in the Welcome Brochure. Introductions - to each other, you and the programme Set expectations - Emphasise the reality of the business and the need for responsibility and ownership. You are simply leading up-front, but the students themselves will be taking the lead at future meetings and in their business in general Function roles – Go through the basic structure and functions. Student’s start to consider their suitability to certain roles Choose a Company name – This is needed to register the company and can be changed at a later date. Be creative but remember that the name must fit on a company cheque! Registration – Complete the form. Agree responsibility of registering the company before next meeting i.e. link teacher with managing director or company secretary. Note - We will go through the registration process in the next part of this training session Weekly meetings – In the first instance the company will probably need to meet weekly. Set days/times/places and emphasise the need to send apologies if anyone cannot attend. Remember to share contact details. Suggestion – ask the teacher to take minutes and distribute them prior to the next meeting to show the students how to do this

Registration You must not trade until registration is complete
Register online using the teacher address Need information from the registration form Registration must be done as a priority – either at, or immediately after, the first meeting You are not a legal entity until this is done and you must not start trading until this is complete. 1. Collate all of the details on the registration form. You will need the Business Adviser VR number and pupil Date of Births. 2. Register online It is essential that the correct Link Teacher address is entered at registration - Link Teachers must not enter a student’s address in this section as this would give that student access to all of the website user accounts (including the Business Adviser and Link Teacher accounts).

Registration activates:
The despatch of the programme kit Administration Box Access to the website LT will be ed the student’s passwords to distribute BA will be ed if this is entered at registration Approval to start trading Certificate of Incorporation Insurance certificate When you have completed the online registration, it triggers the following: The despatch of the programme kit Show the kit if possible We will go through the contents of the Administration Box on the next slide Access to the Programme Website LT will be ed the passwords to hand out to their students BA will also be ed their password if this is entered at registration We will go through an overview of the website shortly Approval to start trading You will receive, amongst other things, a Certificate of Incorporation and Insurance certificate (copies available online via the CP website). This means that you are legally able to start buying, making and selling. Reminder – you can not trade before the registration process is complete

Administration Box contents
Share Books Certificate of Incorporation Insurance Certificate Ompany registration Invoice Letters to MD, LT, BA, Parents HSBC Bank information Legal Responsibilities and Insurance Cover Competition criteria Product stickers Business card sheets Each registered company receives an Administration box containing: (Show the box and items if possible) Share Books – Certificates to complete and give to shareholders, with the stubs kept as a record Certificate of Incorporation – This is a hard copy. The certificate is also available electronically through the programme website (These items are automatically generated for each company and can be downloaded and printed) Insurance Certificate – hard copy with electronic copy available via the website Invoice – Invoice for the Registration fee. You have 30 days to pay this. Reminder letters are automatically generated. If you do not pay this amount then you will eventually be disqualified and you must leave the programme (this can be lifted as soon as payment is received). Contact your YE representative if you are unsure. Letters to MD, LT, BA, Parents – The Managing Director, Link Teacher and Business Adviser receive introductory letters. The parents letter is a sample for teachers to use to send home with students. HSBC Bank mandate – letter to give to the Bank, plus account information, forms and instructions for opening a HSBC YE Company Bank account. Legal Responsibilities and Insurance Cover – It is imperative that this is read and followed in full. Competition criteria Product stickers – these are stickers to put on products to show that they have been produced by a YE company. Business card sheets – this is blank pre-cut card to print business cards on. Note There will be no Director diaries as they are generally not being used by students and the website has all of the capabilities and information. If you would like to order Diaries for your students then these are subject to availability at an additional cost – contact your YE Manager for further information. OCR brief – will be updated for 2013/14 and sent under separate cover

Programme website www.young-enterprise.org.uk/company
LT will be ed all of the log-in details and passwords after successful programme registration The Company Programme website provides a suite of tools to help students to run their company more efficiently as well as extensive online guidance and support (available to students, BA & LT). Students can create a profile for their company, see what other Young Enterprise companies are up to and communicate with other companies through the “YE Network”. The website is a professional tool for them to use to help them run their company more efficiently and communicate with other Young Enterprise companies. It contains some of the same features as staff intranets and online collaboration systems which they may encounter when they start a career.

Website contents Company Tools Guidance My Messages General Guidance
Company Calendar Function Guidance Company Tasks Glossary Company Resources Forms & downloads The Company Programme website includes these sections Features include: Online company messaging, calendar, tasks and resources for collaborative working Fully featured online accounts package Company profile and member profile pages View, communicate and trade with over 2,500 other Young Enterprise companies Extensive guidance and support materials e.g. list of prohibitive products A BA/LT Forum The Company Programme website is an invaluable tool for students, Link Teachers and Business Advisers. Everyone should complete the Company Programme Website Training session as part of their overall CP training. Company Accounts Company Blog Company Profile FAQs Comp. Member Profiles Read FAQs Evaluation Platform Submit a Question YE Company Network BA/LT Forum

Programme Website Training
User accounts Separate accounts for each member (incl LT and BA) Log in details generated after programme registration LT ed student usernames and passwords LT address taken from registration BA ed a password if address entered at registration Changing details: Making the password memorable – ‘My Account’ Setting permission levels – ‘Set Permissions’ Changing/updating Company Name– ‘Edit registration details’ Updating student details - ‘Edit registration details’ Each company member, LT and BA has a separate account with a separate password. Students take responsibility for their own account LT or BA must edit registration details online to indicate which student is the Managing Director The Managing Director and the Link Teacher can then edit permission settings for students in his/her company Some features can only be accessed by students with the correct permissions e.g. finance. LT must identify the Managing Director online Only the Managing Director and LT can set and edit permissions My Account (link appears at the top of the page when logged in) This allows you to change your password for your account and edit your contact address. Click here for Company Programme Website Training

Online documents Mem & Articles Business Card file for printing
Certificate of Incorporation Insurance Certificate Invoice Automatically generated for each company Can be downloaded and printed: Company Home Company Resources

Second meeting Led by the Business Adviser
Complete on-line evaluation (see next slide) Elect Directors Company Administration Administration box Memorandum and Articles of Association Programme website Idea generation (see separate slide) Bank account Brief MD Again led by the Business Adviser Online Evaluation Via the website. Students, link teacher & adviser complete their pre-programme survey Elect Directors Use the descriptions in the welcome brochure to elect company members to the roles Company Administration The kit should have arrived and the students should go through their Company Administration box and decide who will be responsible for the contents Print a copy of the Memorandum and Articles of Association from the resources section of the website. Each company member signs it. Keep the signed copy safe. Programme website Decide and set permissions Students, link teachers and business advisers familiarise themselves with the capabilities of the programme website Start to create a company profile Idea generation Discuss potential products or services Start to brainstorm ideas See next slide for more information Bank account Decide who will open the bank account, and when This should be done as soon as possible in order to deposit share capital and pay initial invoices/suppliers All of the forms and information is in the administration box Brief MD The Business Adviser should brief the Managing Director ready for the next meeting

Evaluation Information
Complete online evaluation Students, Link Teachers and Business Advisers MUST complete the pre-programme survey Accessed via programme website Short surveys for students, Link Teachers and Advisers Students will be able to quantify their distance travelled Mid and End of Year Certificates Mandatory for entering the YE competition The CP Evaluation platform is a comprehensive online tool geared towards all participants: students, link teachers and business advisors All participants are asked to complete a pre- and post- survey Students are also asked to complete a mid-point survey All surveys are mandatory and based on self- perceived abilities and perceptions at executing various tasks The mid- point certificate is contingent on the completion of the pre- and mid- point survey and must be added to the company report. The mid- point certificate is compulsory for entering the competition The evaluation platform sits in parallel to the Company Programme website Click here for further Evaluation Information

Choosing a product or service
You MUST read and adhere to the Legal Responsibilities and Insurance Cover Commonly contravened rules are in these areas: Food and drink - humans and animals Cosmetics and beauty preparations Alcohol and tobacco Electrical items Prize draws, raffles and gambling Promoting that you will donate profits to charities Further guidance is available on the CP website Choosing a business idea can be the most difficult decision. As they will be trading as a REAL company, certain products and activities are prohibited - YE has comprehensive Products and Public Liability Insurance with an indemnity up to £10,000,000. We continually have serious breaches of the regulations regarding activities that YE Companies are permitted to undertake. All Area Boards, Link Teachers & Business Advisers must be conscious of what ventures their Companies are involved with. Common breaches (the following ARE NOT allowed): Food and Drink Rules: Production or manufacture of foodstuffs (animal or human consumption) Buying of unbranded products for consumption Buying of products for consumption that are subject to refrigeration and special storage arrangements, Buying of products for consumption with a sell by date under 3 months, or which would have reached the sell by date at time of sale. Exception: companies may deal with food where the company is being run as part of a recognised catering course and where a copy of the PPL Insurance is sent to National Office. FOOD HYGIENE CERTIFICATE IS NOT A CATERING COURSE. Written permission must be obtained from National Office. Example - A carton of sweets can be purchased and re-sold provided that they are a reputable brand, the primary wrapping is not removed and it carries the required sell-by date Example - the preparation and selling of tea, coffee and soup etc. is prohibited – they would have to be removed from their packaging Example – Any produce (e.g. fruit and vegetables) are prohibited as they are obviously not pre-packed and would also contravene the sell by date rule. Cosmetics and beauty preparation rules: Cosmetics and beauty preparations including Henna products and face paints, other than the re sale of proprietary branded products, including soap, perfumes and bath salts They are able to use proprietary branded products e.g. applying face paints Alcohol and tobacco rules: Young Enterprise companies must not trade in alcohol or tobacco products or set up events where alcohol or tobacco are being sold or served even if students are not directly involved in serving these products If there is a bar at a venue being used by a YE Company for a function written confirmation must be obtained in advance from the owners that the bar will locked shut and not be opened at any time during the event under any circumstances. Electrical Item rules: The manufacture, modification or sale of any product which has to be plugged into the mains electricity supply. Prize draws, raffles and gambling rules: Gambling in any form is not allowed. In the prohibited products list are lotteries, bingo, fantasy football leagues and raffles (unless confined to the school and cloakroom tickets are used). The reason for this is that to run a gambling activity properly the company would need to be registered with the local authority and as under 18’s they would not get that permission. Also we have reservations about these forms of fundraising as they do not reflect well the ‘real’ company experience the programme is designed to deliver. The Company members must be familiar with the contents of the Legal Responsibilities and Insurance Cover. We cannot provide full details here, but we have highlighted the key areas. Charitable giving As Young Enterprise is a registered charity, YE companies cannot trade or promote the fact that they will donate profits to charities (as they are a branch of the YE charity). However, after the AGM when the accounts have been presented to the shareholders, a vote can be taken if the company wishes to donate some of the profits to charity. This needs to be after the 20% VAT and 10% corporation tax have been taken into account. – at this point it is seen as a donation agreed by their shareholders, and does not contravene the charitable giving rules.

Third meeting and onwards
Led by the Managing Director Agree on product or service Business plan Operations plan Raise capital (see next slide) Production Marketing and Sales Finance Records Record Achievement Led by the Managing Director (Supported by the Adviser) Company Secretary takes minutes Agree on product or service Remember to check that the product meets the legal and insurance guidelines Business Plan Draw up a business plan, set achievable targets, create a mission statement & set self assessment objectives Operations Plan Discuss and outline how you will manufacture your product or carry out your service Factors to consider – a prototype, required equipment, tools and materials, salaries, realistic costings Raise Capital Agree how capital will be raised (see next slide) Production Finalise your production/services and get going! Everyone should be involved. Marketing and Sales Consider the target market, plan how you will reach your customers, aim for outstanding customer service Finance Records Make sure that all the finances are kept up to date. The programme website has an online system to do this Record Achievement Set personal goals alongside the objectives of the company

Stage 2: Planning Oct 2013 4th/5th Company meeting
Managing Director now leads the company BA acts as mentor & consultant LTs update website with Board roles Next few Company meetings Students develop their business & production plans Carry out market research Investigate sales opportunities Write Business Plan for competition deadline BAs ensure students are following legal and insurance guidelines

Stage 3 – Up and Running Oct-Nov 2012
Routine weekly meetings Agenda issued in advance, minutes afterwards Fully communicate and discuss All students attend, review progress & make decisions May be additional ‘production’ sessions Encourage all students to be involved May need school staff cover BAs Support, motivate, guide – perhaps cajole and set objectives! Let the students run the company and make their own mistakes Try to ensure something happens

Rules & Guidelines Contracts and Cheques in excess of £200, must be countersigned by an Adviser or the Link Teacher/Lecturer Company Secretary & MD must be familiar with Legal Responsibilities and Insurance Cover £10m product and public liability insurance policy – prohibited products (see Guidance section online): Mechanically propelled vehicles; Explosive gases, helium balloons, fireworks; Drugs, pharmaceutical products; Crop Spraying; Aircraft control; Animal Consumption; Beauty products; Products with mains electricity supply; Alcohol or tobacco; Travel Agent, Tour Operators or Taxi Service; Production of foodstuffs

Rules & Guidelines Cash, cheques and approved debit payment systems only (Cashflow) External websites must follow the guidance on the fact sheet No sponsorship of YE companies - except as a contribution to the registration fee

Company finances Shares 500 shares @ 1 pound per share
Each Director must own at least one share in the company Maximum 25 shares per person Banking Registration Fee - £80 YE VAT – 20% YE Corporation Tax – 10% Liquidation and money Shares 500 1 pound per share Each Director must own at least one share in the company Maximum 25 shares per person Banking A form to open a HSBC account is included in Administration Box. The bank mandate and cheques over £200 must be countersigned by an Adviser or link teacher Young Enterprise companies are only permitted to use electronic or telephone bank accounts or on-line payment providers approved by Young Enterprise. There are two main reasons for this: 1. As Young Enterprise companies are not registered at Companies House and have the legal status of being a branch of Young Enterprise, they cannot legally register for these services as they are not independent companies. 2. The terms and conditions of business banking and electronic payment service providers require users to be eighteen or over. Young Enterprise is actively looking for a solution within the legal framework so that companies can bank and trade on-line and will circulate information as soon as approved solutions become available. Registration Fee Registration fee due 30 days after registration. Reminders are automatically produced and sent. This must be paid by the company ASAP. If it is not paid the company will be disqualified. The disqualification can be lifted by paying the fee YE VAT and YE Corporation Tax levied to add to the realism of the company and to provide income to YE (charity) to run the programme. Interim payments are often required in order to enter the competition. Liquidation and money Each company must be liquidated by 31st July. In practice, most companies cease trading after Easer and use the remaining time to chase debts etc. Shareholders are repaid Charitable giving As Young Enterprise is a registered charity, YE companies cannot trade or promote the fact that they will donate profits to charities (as they are a branch of the YE charity). However, after the AGM when the accounts have been presented to the shareholders, a vote can be taken if the company wishes to donate some of the profits to charity. This needs to be after the 20% VAT and 10% corporation tax have been taken into account. – at this point it is seen as a donation agreed by their shareholders, and does not contravene the charitable giving rules.

Sales and Trade Fairs YE Trade Fairs:
Organised by local Boards or YE Managers Local National European Meet other YE companies Exhibit & sell to the public Check website for opportunities Explore your own opportunities to trade with the public Throughout the year, students should be encouraged and supported to explore all opportunities to trade with the public (within the legal and insurance guidelines) Explain What trade fairs are happening in your area Where they are What happens What the companies need to do to attend When information will be sent out to the companies Direct them to the Programme Website and YE website for details on National and European opportunities

Enterprise without Borders
Extra dimension – no cost Form partners with JA companies in Europe EwB website Profile products abroad Trade Internationally Twinning teachers and schools EwB Teacher and Students Awards Enterprise without Borders Added FREE opportunity for CP’s Enables teams to trade internationally Create a profile on the EwB website Negotiate a partnership agreement with one or more CP’s in other countries The website helps “matching“ between student companies interested in a joint venture or an import-export business. Students from different countries will register and post their offer to participate in the programme and supply information for a “marketplace” where products are on display and research on trading can occur The programme encourages twinning between schools and teachers Other YE companies have recommended that a ‘Trade Envoy’ is elected to deal with all international queries. You can check out how companies have partnered with each other (ideas on how it can work) on the EwB website. They include: - 3 Companies from Romania, Russia and Slovakia who set up a joint-venture company, sharing ideas and communicating via to create a book called "Green Fairy Tales" in order to act on the youngsters` "green" thinking. The characters in the book are plants and animals. - 2 companies from Turkey and Belgium who sell multicultural food packages with small products from different countries, one company saw the other’s products on EWB website and applied for partnership. - 2 companies from Portugal and Romania who advertise each other’s products in their own country. They promote each other’s website and product.

YE Company Competition 2014
Click here to watch highlights of the 2013 UK Final Annual Celebration of Achievements Levels: Local Regional (June) UK Company of the Year Competition (July) JA-YE Europe Company of the Year Competition (July) One winner progresses at each stage Other awards supported by businesses Standard judging criteria All students that have managed to run their company deserve to be recognised for that substantial achievement. The company competition offers such an opportunity All students are encouraged to enter. Winning is a wonderful reward but the competition is more about participation Insert local dates Make the following points: Chance to win the trip of a lifetime attending the UK Company of the Year competition in London – 2 days Perhaps win through to European competition Not judged solely on profits Judged on how well they grasp the principles of business and what they experienced personally Judged on innovative approach to the running of the company More details about this in the mid-year training session One winner progresses at each stage Other awards supported by businesses – encourage new businesses to support an award All teams receive judging criteria and details of the local heats. The Young Enterprise Company Competition is not simply a business competition for young people. It attempts to balance a view of the business achievements of each team as a whole with their individual personal development. Therefore to win an award, competitors must do more than run a financially successful company, or create an exciting product. Company members must also demonstrate that they have understood how and why the company performed as it did. Note: - The Competition is an important part of Young Enterprise activity. However it is not the sole, or even the primary, reason for the existence of Young Enterprise. Achievers, Link Teachers and Business Advisers should not attach a disproportionate importance to the competitive element, to the detriment of the Achievers’ overall learning experience. Image = Prime from Tiffin Girls’ School in Kingston, London, were named Young Enterprise Company of the Year 2013 for their silicone iphone and ipad amplifier that works without electricity! 2013 UK Winners

Other awards and competitions
National/European Opportunities: JA/YE Social Enterprise Competition EwB Teacher and Students Awards Cisco Human Networking Award (ICT) Telegraph New Media Award Details sent to teams Other opportunities posted throughout the year Everyone is invited to enter other competitions organised by YE Note: You do not have to be registered from the start of the year as a Social Enterprise to enter the SE competitions, as long as you meet the criteria as a SE Other awards may be available locally Encourage new businesses to support an award

Young Enterprise qualifications
Administered by OCR The 2014 YE Exam will be the final opportunity for Centres to participate in the existing YE qualification Developing a portfolio based qualification for pilot in 2015 Usual fees apply 4 Levels Entry Level – 4 units – centre assessed Levels 1 to 3 - single unit - timetabled exam (Spring) Level 3 awarded UCAS points (20 to 40) Brief Admin Guide OCR liaises with Examination Officers Company Programme students can sit the OCR Young Enterprise Certificate/awards (for more information see The qualification is administered by OCR OCR is an independent Examination Board Qualifications sit within the National Qualifications Framework (NQF) The usual fees apply see OCR website for current fees. 4 levels Teachers are best placed to decide which level each students should be entered for Entry Level is primarily for Team Programme students Levels one to three each have one unit and a timetabled exam – lessons burden on teachers Level 3 has UCAS points (20 to 40 points) A brief admin guide is sent to every Link Teacher in the Autumn term OCR also send information to the examination officers in schools (NOT the Link Teacher) Visit for more information More training available – select the link or go back to the CP training menu. An experienced teacher could be used to discuss the merits of the qualifications Other points about the exam: The Qualifications are an important review of students knowledge and understanding The Qualifications can be put onto UCAS forms section 7a ‘other qualifications’. It is often picked up during interviews for University where it is seen as a positive experience Can be an important part of applications for all courses or employment Click here for OCR Qualifications Training

Top tips from experienced BAs
‘Get the company registered straight away and open the bank account…’ ‘Insist on excellent behaviours & attitudes in the board room’ ‘Meeting discipline (using the Stone of Speech or similar) can help with disorganised groups.’ ‘Encourage a ‘recruitment’ process for Senior roles To match strengths with roles With clear guidelines for removal of misfits… Because competence for roles is not considered enough early on…’ ‘Good planning disciplines from Day 1 Ensure students plan their time effectively Make sure actions are clearly defined with owners and deadlines. Review actions at the end of each meeting.’

More top tips… ‘Share a project timeline to remind them of key dates and deadlines…’ ‘Ensure clear finance procedures are in place - checked & reported to each meeting’… ‘Review stocks, consumption & replenishment plans at each meeting…’ ‘Get them selling in school; then outside the school gates - and watch them fly!!!’ ‘Review sales events to encourage learning from what works and what doesn’t…’ ‘Build the students’ confidence throughout the process - they should feel their opinions are valued and respected’

And more… ‘Encourage use of YE web based materials’
‘Let them 'Learn by Doing‘ & allow space & opportunity for (so-called) 'failure’.’ ‘Set up a means of communication that actually works with the student group’ ‘Be encouraging, be helpful – but don’t do it for them…’ ‘Being a business advisor is all about holding back from commenting until the team are either ready to listen or they realise it's time to seek advice from the BA. We have to be listeners…’

Email info@young-enterprise.org.uk
Support Refer to the programme website: Contact your local YE representative: Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

YE Company Programme Mid Year Briefing Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Agenda Introductions YE Qualifications Evaluation Company Competitions
YE Company of the Year Other Competitions Winding up the company Run through the agenda

Young Enterprise qualifications
Administered by OCR The 2014 YE Exam will be the final opportunity for Centres to participate in the existing YE qualification Developing a portfolio based qualification for pilot in 2015 Usual fees apply 4 Levels Entry Level – 4 units – centre assessed Levels 1 to 3 - single unit - timetabled exam (Spring) Level 3 awarded UCAS points (20 to 40) Brief Admin Guide OCR liaises with Examination Officers Company Programme students can sit the OCR Young Enterprise Certificate/awards (for more information see The qualification is administered by OCR OCR is an independent Examination Board Qualifications sit within the National Qualifications Framework (NQF) The usual fees apply see OCR website for current fees. 4 levels Teachers are best placed to decide which level each students should be entered for Entry Level is primarily for Team Programme students Levels one to three each have one unit and a timetabled exam – lessons burden on teachers Level 3 has UCAS points (20 to 40 points) A brief admin guide is sent to every Link Teacher in the Autumn term OCR also send information to the examination officers in schools (NOT the Link Teacher) Visit for more information More training available – select the link or go back to the CP training menu. An experienced teacher could be used to discuss the merits of the qualifications Other points about the exam: The Qualifications are an important review of students knowledge and understanding The Qualifications can be put onto UCAS forms section 7a ‘other qualifications’. It is often picked up during interviews for University where it is seen as a positive experience Can be an important part of applications for all courses or employment

OCR 2013/14 Calendar Sept onwards
Date TBC (March) Date TBC (April) Date TBC (May) Date TBC (June) Register Centre (if not done so before) Decide student levels Case study available on OCR website Entry deadline for level 1, 2 and 3 Exam case studies and papers sent Examination date Exam results sent to centre Dates and details will be found in the Guide for administration of the qualification. Sent to all centres in the Autumn term. Click here for further OCR Training

Complete online evaluation Students MUST complete the mid-programme survey Accessed via programme website Short survey Used to quantify distance travelled Generates Student Certificates Download PDF from website Generates Company Certificate Mandatory for entering the YE competition All participants are asked to complete a pre- and post- survey Students are also asked to complete a mid-point survey All surveys are mandatory and based on self- perceived abilities and perceptions at executing various tasks The mid- point certificate is contingent on the completion of the pre- and mid- point survey and must be added to the company report. The mid- point certificate is compulsory for entering the competition The evaluation platform sits in parallel to the Company Programme website As part of the evaluation, a mid- point and end-of-programme certificate will be automatically generated: The mid-point compulsory certificate is required for participation in the competition. This is contingent on at least 50% of company members completing both pre- and mid- point surveys. The mid- point certificate is to be added to the company report The mid- point certificate will be available online via the company website. Click here for further Evaluation Information

Competition Information
Competition process 3 Elements Company Report and Accounts Trade Stand and Interview Presentation Briefing for each level Independent Judges Consistent Judging Criteria Scores not disclosed There are 3 elements that are judged. We will look at each element in more detail next. The judges make an assessment of the aspects of the company revealed at each stage and score company performance All teams receive judging criteria and details of the local heats. The same judging criteria is used for all levels. Judges are independent (made up of members of the business and education communities) In each instance of judging, the decision of the panel is final and Young Enterprise will not enter into debate about the result. Judges will not enter into any conversation with students, their Teachers or Advisers on the result or individual team performance. Unfortunately only one team can win at each level - You should ensure that coping with any disappointment or negative feelings as a result of the Competition outcome is seen as a positive learning experience in its own right, and the outcome of the Competition is viewed in the perspective of the overall achievements of the young people. Click here for further Competition Information

Other awards and competitions
National/European Opportunities: JA/YE Social Enterprise Competition EwB Teacher and Students Awards Cisco Human Networking Award (ICT) Telegraph New Media Award Details sent to teams Other opportunities posted throughout the year Everyone is invited to enter other competitions organised by YE Insert local awards and dates Note: You do not have to be registered from the start of the year as a Social Enterprise to enter the SE competitions, as long as you meet the criteria as a SE Other awards may be available locally Encourage new businesses to support an award

Prepare to wind up the company
Takes much longer than you might imagine Set a target date for liquidation Process: Produce Final Report and Accounts Hold an AGM Repay Shareholders (with Dividend) Liquidate the Company - 31 July deadline Pay outstanding YE VAT & Corporation Tax Insurance cover ends Close Bank Account Winding up a YE company always take longer than anticipated. In practice, many cease trading after Easter to ensure enough time to chase debtors, turn assets into cash etc If students cannot repay some of their original share capital it is deemed a donation to a charity (YE). Link teachers do not need to feel anxious that their institution could become responsible for debts YE VAT and YE Corporation Tax levied to add to the realism of the company and to provide income to YE (charity) to run the programme. Interim payments are often required in order to enter the competition. The payments are made to Young Enterprise. YE Corporation Tax – 10% YE VAT – 20% REMINDER Charitable giving Young Enterprise is a registered charity and YE companies therefore cannot raise funds for other charities. This is extremely important, the students should not be raising funds for charity through their company but can donate at the end of their year through a donation agreed by their shareholders They must not put on their trade stands that they are raising funds for charity. They do not use it in their presentation or report unless it is after their AGM After the AGM when the accounts have been presented to the shareholders a vote can be taken if the company wishes to donate some of the profits to charity. This needs to be after the 20% VAT and 10% corporation tax have been taken into account.

Further information Refer to the programme website: Contact your local YE representative: Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

YE Company Programme End of Year Briefing Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Agenda Introductions Winding up the Company Evaluation
Preparing for Next Year Run through the agenda

Winding up the company Takes much longer than you might imagine
Set a target date for liquidation Process: Produce Final Report and Accounts Hold Annual General Meeting (AGM) Liquidate the Company Complete evaluation Winding up a YE company always take longer than anticipated. In practice, many cease trading after Easter to ensure enough time to chase debtors, turn assets into cash etc

Produce Final Reports & Accounts
Produce Annual Report Demonstrate lessons learned Show achievements Prepare Company Accounts Use CP website Audited and signed by Business Adviser The company accounts are prepared with provision for YE Corporation Tax and any outstanding YE VAT. These taxies are levied to add to the realism of the enterprise and to provide income to allow YE to run the programme. In reality, the tax payments are donations to charity since YE is itself a charity. The report – this is the report to the shareholders and is also the first stage of the competition. It has to satisfy certain criteria – see the competition criteria. The students must write the report themselves in a very short period of time, usually before the Easter Holidays. The students are likely to need a lot of help at this stage.

Hold AGM Annual General Meeting Invite Shareholders
Present Annual Report Repay Shareholders (with Dividend) Donate to Charity (if applicable) Shareholders are repaid along with any dividend the company is able to declare. If students cannot repay some of their original share capital it is deemed a donation to a charity (YE). Link teachers do not need to feel anxious that their institution could become responsible for debts REMINDER Charitable giving Young Enterprise is a registered charity and YE companies therefore cannot raise funds for other charities. This is extremely important, the students should not be raising funds for charity through their company but can donate at the end of their year through a donation agreed by their shareholders After the AGM when the accounts have been presented to the shareholders a vote can be taken if the company wishes to donate some of the profits to charity. This needs to be after the 20% VAT and 10% corporation tax have been taken into account.

Liquidation A final company meeting is normally arranged
Complete all the required processes Pay outstanding debts Pay outstanding YE VAT & YE Corporation Tax Close Bank Account Close websites Thank and congratulate everyone involved 31st July deadline Insurance cover ends at this date

Complete online evaluation Students, Link Teachers & Business Advisers MUST complete the End of Programme survey Accessed via programme website Short survey Used to quantify distance travelled Generates Certificate of Achievement Download PDF from website Shows pre- and post- scores across competencies All participants are asked to complete a pre- and post- survey All surveys are mandatory and based on self- perceived abilities and perceptions at executing various tasks The evaluation platform sits in parallel to the Company Programme website As part of the evaluation, a mid- point and end-of-programme certificate will be automatically generated: Click here for further Evaluation Information

Preparing for next Year
Encourage students to develop a plan to promote YE to other pupils Recruitment should take place as early as possible Students can use the summer to plan Set a date for the first meeting Consider your involvement next year

Further information Refer to the programme website: Contact your local YE representative: Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

Company Programme Website Briefing Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Company Programme website
The Company Programme website provides a suite of tools to help students to run their company more efficiently as well as extensive online guidance and support (available to students, BA & LT). Students can create a profile for their company, see what other Young Enterprise companies are up to and communicate with other companies through the “YE Network”. The website is a professional tool for them to use to help them run their company more efficiently and communicate with other Young Enterprise companies. It contains some of the same features as staff intranets and online collaboration systems which they may encounter when they start a career. Features include: Online company messaging, calendar, tasks and resources for collaborative working Fully featured online accounts package Company profile and member profile pages View, communicate and trade with over 2,500 other Young Enterprise companies Extensive guidance and support materials A BA/LT Forum A guide to using the website is available on the website. 80

User Accounts Separate accounts for each member (incl LT and BA)
Log in details generated after programme registration LT ed student usernames and passwords LT address taken from registration BA will be ed their password if address is entered at registration My Account Link at the top right of the page when logged in Change passwords, company name, student and contact details On registration, and when requested, the Link Teacher’s address must be entered correctly so that all of the usernames and passwords can be sent to them Link Teachers must not enter a student’s address in this section as this would give that student access to all of the user accounts (including the Business Adviser and Link Teacher accounts) My Account (link appears at the top of the page when logged in) This allows you to change your password for your account and edit your contact address. Changing details: Making the password memorable – ‘My Account’ Setting permission levels – ‘Set Permissions’ Changing/updating Company Name– ‘Edit registration details’ Updating student details - ‘Edit registration details’ 81

Permissions LT or BA assigns Managing Director
MD edits permissions settings for students Some features restricted e.g. finance LT and BA have full access, plus access to their own areas LT and BA can monitor and support students (link appears at the top of the page when logged in) This page details which company members have been given additional permissions to edit parts of the site. All company members can view the permissions but only the Managing Director can edit them. Parts of the site which need permission to edit are company calendar, company tasks, company resources, company accounts, company profile and company member profiles. The only guidance we give to MDs about this is that they should only choose one student to have permission to edit the accounts. This will enable the MD to manage most problems with the website themselves Link Teachers and Business Advisers have full permissions across every section of the website Link Teacher and Business Advisor are to monitor the use of the website. LT or BA must edit registration details online to indicate which student is the Managing Director Managing Director can edit permissions settings for students in his/her company Some features can only be accessed by students with the correct permissions e.g. finance LT and BA may use their accounts to monitor and support students as well as access some features only available to them

Login www.young-enterprise.org.uk/company Enter username and password
Go to Enter unique username and password 83

Homepage The main navigation of the website is by the menu on the left hand side of the screen. From here you can access all of the company tools and guidance. The main part of this screen shows a summary of all of the company tools. For example, it shows you any recent messages you have received or upcoming dates on the company calendar. To start with you may find that many of the boxes on this page appear to be empty. Over time, as your company use the website more and more, these boxes will fill up with summary information. Access to permissions and accounts is via the links on the top right of the page. Registration Details (link appears at the top of the page when logged in) This page shows the details of your company that are registered with Young Enterprise (including the students in the company and the company name). All company members can view these details but only the Link Teacher or Business Adviser will be able to edit them. 84

Website contents Company Tools Guidance My Messages General Guidance
Company Calendar Function Guidance Company Tasks Glossary Company Resources Forms & downloads We will now go through each main section Company Accounts Company Blog FAQs Company Profile Read FAQs Comp. Member Profiles Submit a Question YE Company Network BA/LT Forum

Company Messages Available to everyone:
This is an internal messaging system for company members. Each member has their own personal message inbox. This message system is not . You can only send messages to other company members or other companies. Business Advisers and Link Teachers have their own message inbox and can send messages to students using this system. Young Enterprise staff may send messages to company members through this system from time to time. These messages are not moderated because they are internal to the company. (Business language please) 86

Company Calendar This is a shared company calendar.
All company members can view the company calendar. Company members with the correct permissions can add/edit/delete entries to the company calendar. It can be used to post the dates of company meetings, appointments, events etc. When an entry is added to the calendar the user can select which company members to send reminders to which will then send a message to those members telling them that a new calendar entry has been added. Young Enterprise staff may add important dates (trade fairs, exam deadlines, competition dates etc.) to the company calendar from time to time. 87

Company Tasks This is a shared list of tasks that the company has to complete. Each task has a deadline attached to it. All company members can view the list of tasks. Company members with the correct permissions can add/edit the company tasks. When adding a task the user can select which company members are involved in the task who will then be sent a message telling them that a task has been added. For example, this could be used by the student in charge of operations to help manage the production tasks. 88

Company Resources This is a place where company resources (files) are stored. On the left hand side are the “Young Enterprise Resources” which include the company’s memorandum and articles, certificate of insurance, certificate of incorporation and business card templates. These files are placed here automatically by Young Enterprise. On the right hand side are the “Company Resources” that company members have uploaded to share with each other. This could be used to share minutes, agendas, PR material, presentations, company report etc. All company members can download any of the resources on this page. Company Members with the correct permissions can upload files to the company resources or delete existing resources. Only standard file formats can be uploaded (office files, pictures, text, pdf etc.) There will be a limit on the total size of files that companies can upload. 89

Company Accounts Create online Ledgers: Receipts Payments Debtors
Creditors Generate Financial Reports: Monthly, interim and final Summary Extended Trial Balance Profit and Loss Account Balance Sheet Note - The image is an example receipts ledger Most company members will only use this section to view the latest financial reports for their company. The Finance Director will use this section to enter the company accounts online and generate new financial reports. Step by step guidance on using the new online accounts system can be found online in the Finance Director function guidance. The system will be much easier to use than the excel spreadsheets but contains all of the same detail. Business Advisers should go through the new step-by-step guidance with the Finance Director as early as possible.

Company Profile This page is for students to create a profile about their company. It is visible to all other Young Enterprise Company Members through the YE Network feature. It is not accessible by the general public. If the company wants to advertise themselves to the general public they may wish to create their own company website in addition to this. All company members can view this profile page. Only students with the correct permissions settings can edit the company profile. They can add a description of their company, mission statement, product/service, photos, company logo and company news. Link Teachers should be aware that the company profile and member profiles represent not only the Young Enterprise Company but also the school and may wish to log on an monitor these pages periodically. If they have a problem with something that has been posted they can - talk to the Managing Director of the company about restricting permissions to edit the profile to trustworthy students only - edit the permissions settings themselves - deactivate students’ accounts 91

Company Member Profiles
This is a page showing all the company members and what they do in the company. All students in the company can view this profile page. It is not viewable by anyone outside the company. Student’s with the correct permissions will be able to edit the member profile information for all students. This could be used by the student responsible for Human Resources. There is the option to add the following for each student: - A profile picture/photo (they must ask each student’s permission to use a photo of them) - Job Title in the company - Short description of what they do in the company Whoever has permission to edit this section can also select whether each member profile is displayed on the Company Profile Page (which will be viewable to other YE companies only – see next slide) 92

YE Network The YE Network can be used by all students across the UK.
From this screen they can view the Company Profiles of any other Young Enterprise Company. They can search by keyword, region or by school/college name. They can leave comments on their profile – see next slide 93

Posts to other companies
When a company member is viewing another company’s profile they can leave a comment for that company which appears on the bottom of their profile page. This gives Young Enterprise students the ability to form a safe and secure online network of over 3000 companies and allows them to share their own company’s achievements, see what other company’s are doing and communicate with each other. We are aware that with any online comment system there is the opportunity for a minority of students to abuse the system and we have put several safeguards in place to manage this: Each comment is left with the name of the person who left it and their company name. It is not possible for students to leave anonymous comments If a company doesn’t like a comment which has been left for them they can remove it straight away If a company is receiving negative comments from a particular company they can block the company so they will not receive any more comments from them If a comment is left which has caused particular offence, students have the option to “report comment abuse” which flags the comment up with national office staff who will investigate and follow up with the Link Teacher of the offending student if necessary. The system is designed along the lines of other existing online school networks so that students themselves have the ability to manage the process while also giving Link Teachers and Business Advisers the ability to monitor the profile and comments if they wish. 94

Guidance General Guidance Introduction
Running Your Company (the Company Cycle) Themes Rules and Guidelines YETube Function Specific Guidance Video Page Resources Progress Check Adviser/Link Teacher guidance Glossary Forms and Downloads Search Engine Introduction Information about how the programme works including about the YE exam and recording achievement Running Your Company Step-by-step guide to the company year as set out in the Company Cycle and model outline of the year. The year is broken up into 5 stages: 1 Getting Started 2 Planning 3 Up and Running 4 Sales and Trade Fairs 5 Ending the Year This section also contains an outline of the company year and key dates. New videos will also appear in the “Running Your Company” section Themes Additional areas the company may wish to consider such as Social Enterprise, Business Ethics, Environmental Impact, Choosing a Product or Service etc. This section also includes information about the national competition and awards Rules and Guidelines Contains the rules and guidelines that all companies must follow. This includes the legal and insurance restrictions that state the products and services that companies are prohibited from trading in. This should be read by all company members including the Business Adviser and Link Teacher YE Tube YETube will showcase videos about Young Enterprise and the Company Programme experience. Our first video features interviews with past students of Company Programme talking about their experiences. Students are encouraged to make videos about their Company Programme experience and submit them to Young Enterprise. National office will select the best videos which will be included in this section for other Company Programme students to view. Function Guidance For each director role (Managing Director, Administration, Finance, Human Resources, Operations, Marketing, Sales, IT) and BA/LT there is specific guidance, resources, video and a progress check Glossary A-z glossary of key terms Forms and Downloads All of the useful files for download are collected here. There is a search engine for the guidance 95

Frequently Asked Questions
Grouped by function roles and topic Submit a new question Alumni/Experts have the opportunity to answer questions Ask the Experts FAQs This section contains a bank of frequently asked questions and answers grouped by topic. If you can’t find the answer to your question here you can submit a new question to our pool of experts which includes the Young Enterprise Alumni (past students who took part in Company Programme) and other staff and volunteers involved with Young Enterprise. The best answers will be posted into the FAQs so that the bank of questions should be constantly expanding. For more information about the Young Enterprise Alumni and how you can join when you’ve completed Company Programme see the Company Programme website at

BA/LT Forum Message Board View old comments Submit a new topic
Not accessible by students Specifically for LT and BA across the UK to share thoughts, ask questions and post comments

Further Information Contact your local YE representative: Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

YE Company of the Year Competition Briefing Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Agenda Introduction to the YE Company of the Year Competition
Available Awards Eligibility Process Company Report Trade Stand and Interview Presentation Hints and Tips Run through the agenda

Available awards One Company Winner at each stage
Other awards supported by businesses Varies depending on local support e.g. best trade stand, presentation, innovation etc Other competitions available throughout the year e.g. JA/YE Social Enterprise Competition EwB Teacher and Students Awards Cisco Human Networking Award (ICT) Telegraph New Media Award Insert details of local awards Encourage new businesses to support an award Everyone is also invited to enter other competitions organised by YE - Note: You do not have to be registered from the start of the year as a Social Enterprise to enter the SE competitions, as long as you meet the criteria as a SE

Eligibility Completed Registration & fee paid
Submitted Company Report as per requirements Submitted a copy of the evaluation mid-year certificate Paid YE VAT & Corporation Tax Not exceeded authorised share capital Complied with operating regulations Not traded in prohibited products Not participating for a second time (students or companies) Companies failing to comply with these regulations will be marked down by judges. YE reserves the right to disqualify any company that has operated outside the law or dangerously. Teams are only eligible to enter the competition if they meet these rules (Taken from guidelines document): Registered and paid fee Submitted a report in accordance to guidelines Financial report interim or final must be signed by Business Adviser Submits a copy of the evaluation mid year certificate Paid interim YE VAT & Corporation Tax Not exceeded the authorised share capital limit of £500 unless permission from the Local Board has been applied for and granted (the Company report should highlight why this was necessary) Complied with the operating regulations as outlined in the Legal Responsibilities and Insurance Cover document. In particular trading instructions and prohibited products list Kept strictly to the rules laid down by Young Enterprise regarding financial and other support, grants and donations. Young Enterprise companies may only accept support, grants or donations from supporters, schools or colleges to cover all or part of the cost of registration (£80.00) or the qualification fees. Companies may and are encouraged to seek support to cover the cost of taking part in special events such as national or international trade fairs. Such support must be fully detailed in the Company Report. It is against the basic principles of Young Enterprise for groups to take over and run businesses passed on to them by previous Young Enterprise companies or other concerns. Company Programme students or companies found to be participating for a second year will not be allowed to take part in the competition as their extra experience will give them an unfair advantage.

Competition process 3 Elements Company Report and Accounts
Trade Stand and Interview Presentation Briefing for each level Consistent Judging Criteria Independent Judges Scores not disclosed 3 elements There are 3 elements that are judged. We will look at each element in more detail next. The judges make an assessment of the aspects of the company revealed at each stage and score company performance. The scores will be amended (could be up or down) at each stage as the judges learn more about the company. Briefing for each level Each team will receive information on dates, venues, processes etc Consistent Judging Criteria All teams receive judging criteria and details of the competition. The same judging criteria is used for all levels. Independent Judges Judges are independent (made up of members of the business and education communities) Scores not disclosed In each instance of judging, the decision of the panel is final and Young Enterprise will not enter into debate about the result. Judges will not enter into any conversation with students, their Teachers or Advisers on the result or individual team performance. Unfortunately only one team can win at each level - You should ensure that coping with any disappointment or negative feelings as a result of the Competition outcome is seen as a positive learning experience in its own right, and the outcome of the Competition is viewed in the perspective of the overall achievements of the young people.

Indicators Innovation and Entrepreneurship Marketing
Selling and Customer Focus Product / Service Development Financial Performance Teamwork and Communications Objective Setting, Planning/Review and Problem Solving Skills and Understanding Social, Ethical and Environmental Company Administration Judges use the 3 elements to build up a picture of how the team demonstrates each indicator. More information about the indicators can be found in the guidelines. Each indicator is given equal weighting of up to 10 points. In scoring each indicator, judges examine how well the company performed against that criteria and to what extent company members have shown that they understand their performance and the business principles involved. It is not expected that all criteria will be covered at every stage. Companies should consider how best to communicate their performance in each of the criteria across the different judging stages. For example, the members of one company might give prominence to the company’s financial performance during their presentation to strengthen their response to that criterion. The members of another company may choose to emphasise the research and development of their product range as a key element of their presentation. There is no winning formula. Each Young Enterprise company is different and must use its own judgement to decide how best to convey the strengths of its members’ experience and how to demonstrate the company’s success to the judges, telling appropriate elements of their unique story through the competition stages. After the final stage, the judges have the complete picture and will decide the final scores against each of the criteria.

Company report Summary of team’s year in business
Must be written by company members Submitted in advance Be innovative and original, but adhere to all rules - see next slide Guidance and recommended approach: Cohesive report on performance individual and team lessons learnt highlight achievements and include special activities show company structure Use photos The Company Report is the opportunity to summarise your team’s year in business. It is an important record of what you have achieved and will be helpful to you in the future as evidence of your achievement. Reports are submitted in advance of the competition date. You will be told how many to submit and where (originals or copies). These are forwarded to the Judges. If photocopies are sent to judges, they will see the original on the competition day. Try and be innovative, but ensure that all guidance is adhered to. It is important to note that the judging panel may mark the company down should the report not comply with the rules outlined in the guidance. Guidance The report should cover all aspects of the company performance but should read as one business-like document, not as a series of repetitive directors’ reports. The report should demonstrate the company’s development through problem solving and innovation and should highlight the company’s achievements. A recommended approach is to ask each director to write a brief report of his/her activities and then for one director to draw the information together into one readable document. • There should be a review of the students’ development as individuals and as a team. Company membership and structure should be illustrated. • Any special activities such as exporting, attending European Trade Fairs or visiting companies for training should also be included. • Companies are encouraged to include photographs of their product or service.

Company report rules Written by the company
Not based on a previous template 10 sides of A4 maximum no additional appendices cover is in addition to the 10 pages - must include certain details pg1 must have a contents list and executive summary signed accounts showing YE VAT and Tax Body copy size to be 12 point minimum. Submitted in accordance with organiser brief The judging panel may mark the company down should the report not comply with the rules Rules The report must be written by the company members and must be original and innovative in approach, not based on a template from previous years. A maximum of 10 sides of A4 – no additional appendices allowed. • Cover – the cover is in addition to the permitted 10 pages. It must include: » Company name » School/college and link teacher » Advisers and companies » Young Enterprise Area Board » Whether interim or final accounts • Page 1 must begin with a contents list and also contain an executive summary to include: » Mission statement » Product/service » Summary of financial results » Summary statement of company performance The company accounts must be prepared to the company liquidation date, showing Young Enterprise VAT and Young Enterprise Corporation Tax paid and include the final balance sheet and profit & loss account. Or: If your company is still trading, an interim report which must show provision for Young Enterprise VAT and Young Enterprise Corporation Tax and include balance sheet and profit & loss account to date. Notes: Whether accounts are final or interim, they must be verified and signed by your adviser. At each stage of the competition the organisers will advise whether the report should be submitted electronically (for example as a PDF) or in single or multiple hard copies. If a single hard copy is requested for submission this should in a format that can be easily separated for producing duplicate copies. It is important to note that the judging panel may mark the company down should the report not comply with these rules.

Trade Stand and Interview
Trade Stands Produced and/or funded by the company Ensure Compliance Should show name of company, area board etc Correct dimensions Encourage Visual Appeal Interviews Students only May take place at trade stand or in a separate room Trade Stand: Ensure compliance, whilst encouraging creativity and visual appeal Certain sizes and instructions will be given specific to your event The Trade Stand contents (excluding any provided shell system) must have been produced and funded by the company. Stands should show the following: Name of company and school Adviser and their companies Young Enterprise Area Board Product/service presented Highlights of sales and financial performance At the Trade Stand, the judges will examine the display and may interview the company members. Judges may visit the stand as a team or individually. Interviews: At trade stand or in separate room - You will be notified of the specific rules for the level Duration varies depending on level Students only - No teachers or advisers Judges often use this opportunity to ask questions that arise from reading the company report.

Company presentation Summarise key experiences and achievements
Four minutes maximum (UK level) Verbal presentation supported with an electronic presentation video clips, animations and music may be used Business like style Up to 5 members Visual aids Practice Ensure compliance with given guidance Eg duration, submitting files in advance etc Summarise key experiences and achievements Maximum presentation time – four minutes(this is recommended for all stages of the competition but may differ in the earlier stages depending on local circumstances) Verbal presentations should be supported with an electronic presentation. If this is using software other than PowerPoint (e.g. Prezi) then the company should check with the event organisers that it can be accommodated. Similarly companies should be careful not to assume that later stages of the competition can accommodate a software package just because an earlier stage could. • Video clips, animations and music may be incorporated into the presentation but use of them will not automatically result in additional credit. Style – business like but not necessarily to exclude humour – show passion Up to 5 members in the presentation team. This includes the visual aids operator Visual aids must be paid for by the YE company itself and identifiable in the accounts. You USUALLY get time to practice in-situ (depends on the exact event) You will sometimes be expected to use microphone(s) – provided by the event organiser Electronic presentation files are USUALLY submitted in advance of the competition date – you will be notified of the requirements

Hints and tips Convey your strengths Bring the highs and lows to life
Read and understand the criteria and indicators ASAP View videos of previous UK Competition Events Programme Website YouTube Channel Speak to experienced Teachers/Business Advisers Manage expectations Encourage teams to enjoy the opportunity to showcase their business Hints and tips to support your team in the competition process There is no winning formula – the teams need to use their judgement to convey their strengths and provide an overall picture Bring the highs and lows to life Read and understand the criteria and indicators ASAP - Consider all 10 indicators. View videos of previous UK Competition events Speak to experienced Teachers/Business Advisers Manage expectations Encourage teams to enjoy the opportunity to showcase their business

Further Information Refer to the programme website: Contact your local YE representative: Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

YE Company Programme OCR Qualifications Briefing Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Agenda Introductions YE Qualifications at a glance Calendar
Administration Process Case study OCR Support Run through the agenda

YE qualifications Administered by OCR QCF accredited
Restricted to CP participants Designed to recognise achievement in Company Programme Suite of Qualifications The 2014 YE Exam will be the final opportunity for Centres to participate in the existing YE qualification Developing a portfolio based qualification for pilot in 2015 The OCR Awards/Certificates for Young Enterprise have been designed to recognise the understanding and practical skills that have been developed by learners who have participated in practical enterprise programmes. They have been designed to encourage the development of skills and understanding that would be of benefit in the work environment. In order to access the qualifications, candidates will need to have participated in a Young Enterprise Programme. The OCR Awards/Certificates for Young Enterprise are qualifications that have been accredited by Ofqual to the Qualifications Credit Framework (QCF). The QCF is a unit and credit-based regulatory framework which replaces the National Qualifications Framework (NQF). It is a way of recognising skills and qualifications by awarding credit for qualifications and units achieved. The qualifications aim to support enterprise experiences by providing a coherent framework for accreditation of both the learning needed prior to commencing an enterprise experience and also the understanding developed during the enterprise activities. The OCR Awards/Certificates for Young Enterprise have been developed in partnership with Young Enterprise and provide a mechanism for recognising the achievements of those learners who have participated in a Young Enterprise Team Programme (Entry Level) or Young Enterprise Company Programme (Level 1, Level 2 and Level 3). The 3 year agreement with OCR ends in July OCR have confirmed the YE Exam will not be continuing beyond 2014 but have made a commitment to working with YE to develop a portfolio based qualification. The intention is to pilot a new qualification in the following year in 2015. The 2014 YE Exam will be the final opportunity for Centres to participate in the YE Exam. FYI please see a copy of the attached Withdrawal Notice that will be going out to all centres at the end of the month. An experienced teacher could discuss the merits of the qualifications

YE qualifications continued
Funding From 2013, funding is per learner rather than per qualification Delivery Timetabled activity only - Incorporated in to a study programme Must meet expiry dates for entry and certification Assessment Entry Level 3 – pass or fail Levels 1, 2 & 3– pass, merit or distinction Level 3 also 20, 30 or 40 UCAS points Fees Consult the OCR Fees List Funding From 2013, funding will be per learner rather than per qualification – YE will be funded when it is timetabled as part of a larger study programme, not if it is completed as a voluntary extra curricular activity. Young Enterprise will be funded when: It is timetabled as part of a larger study programme Completion of the qualification will allow the hours to be counted as part of the RPA minimum Young Enterprise will not be funded when: It is completed as a voluntary extra-curricular activity It is completed as part of non-timetabled independent study See OCR for further information Mode of delivery From 2013, OCR specifies that the activity must be directly related to a study programme; timetabled; organised and/or supervised; quality assured by the centre and delivered within normal working hours. Must meet the expiry dates for entry and certification laid down by the regulatory authorities detailed in the qualification profiles. Assessment Levels 1 to 3 - Assessed by external exam to alleviate burden on centres Fees Centre registration fee – free Candidate registration fee – see OCR website for current fees

Suite of Qualifications
Title GLH Credits Assessment OCR Entry Level Award for Young Enterprise (Entry 3) Unit 1 Identifying company aims and responsibilities 10 2 Centre assessed & OCR Moderated Unit 2 Carrying out tasks in a Young Enterprise company Unit 3 Working in a team Unit 4 Reviewing the success of a Young Enterprise Company OCR Level 1 Award for Young Enterprise Unit 1 Reviewing the performance of a Young Enterprise company 62 12 Timetabled examination OCR Level 2 Certificate for Young Enterprise Unit 1 Assessing the performance of a Young Enterprise company 13 OCR Level 3 Certificate for Young Enterprise Unit 1 Evaluating the performance of a Young Enterprise company 93 18 Teachers are best placed to decide which level each students should be entered for The table shows the options with an overview of the type of assessment, credits awarded and the number of Guided Learning Hours (GLH) Entry Level is primarily for Team Programme students, but also available to CP students Levels One, Two and Three each have one unit with an exam Other points about the exam The Qualifications are an important review of students knowledge and understanding The Qualifications can be put onto UCAS forms section 7a ‘other qualifications’. It is often picked up during interviews for University where it is seen as a positive experience Can be an important part of applications for all courses or employment

Possible Programme of Study For a Level 1 Learner
Incorporating YE into a Study Programme Possible Programme of Study For a Level 1 Learner Substantive Area of Study: Business Prior Level of Attainment: Foundation Learning Tier Course Length: 1 Year GCSE Maths Achieved: No GCSE English Achieved: Destination: Further Study Here is an example of how YE could be timetabled as part of a larger study programme at Level 1 121

Incorporating YE into a Study Programme Possible Programme of Study For a Level 2 Learner Substantive Area of Study: Business Prior Level of Attainment: Fewer than 5 GCSEs A*-C Course Length: 1 Year GCSE Maths Achieved: No GCSE English Achieved: Yes Destination: Further Study Here is an example of how YE could be timetabled as part of a larger study programme at Level 2 122

Incorporating YE into a Study Programme Possible Programme of Study For a Level 3 Learner Substantive Area of Study: Business Prior Level of Attainment: 5+ GCSE Course Length: 2 Years GCSE Maths Achieved: No GCSE English Achieved: Yes Destination: Further Study Here is an example of how YE could be timetabled as part of a larger study programme at Level 3 123

Delivering Young Enterprise
Things to consider when delivering the Level 3 Certificate for Young Enterprise Participation in the YE Company Programme alone is not sufficient preparation for the examination It will require some content to be taught (please refer to the unit for details) It is a standalone qualification; it does not assume that learners are doing Business Studies It may be beneficial for learners to complete a reflective journal of their participation in the YE Company programme Things to consider when delivering the Level 3 Certificate for Young Enterprise Taken from feedback from previous years and results. 124

Calendar Sept onwards Register Centre (if not done so before)
12 March 2014 11 April 2014 17 April 2014 6 May 2014 27 June 2014 Register Centre (if not done so before) Decide student levels Case study available on OCR website Entry deadline for level 1, 2 and 3 Exam case studies and papers sent Examination date Exam results sent to centre Dates and details will be found in the Guide for administration of the qualification. Sent to all centres in the Autumn term. Copy available on RACS and the CP website Click here for further OCR Training

Administration process (Levels 1,2 & 3)
A summary of how the approval process works is provided in the Admin Guide for Vocational Qualifications (publication ref. code: A850). The Fees List contains the charges for centre evaluation, candidate entries and certification. Both documents are available to download from To seek approval to offer the qualification(s), please apply on-line to OCR following the step-by-step guide to applying for approval for vocational qualifications indicated on the ‘Centre Approval’ webpage. OCR staff are available to help with any aspect of setting up a vocational assessment centre. Through an advisory telephone call or a centre visit, they can assist, not only with the completion of the form, but also provide advice on the following areas: • identifying potential candidates and marketing opportunities • meeting OCR requirements • identifying resourcing levels, both in terms of staff and equipment • the documents you might need for the benefit of the candidates and a smooth running centre operation For further information, please get in touch with the Customer Contact Centre by phone: ( ); or in writing: OCR Customer Contact Centre, OCR, Westwood Way, Coventry, CV4 8JQ.

Case Study – for all levels
Available on OCR website Approx 6 weeks before exam Copy and distribute to candidates Candidates should: Identify issues and themes that can affect YE companies Reflect on launch, running and winding down of own company Type of exam questions: Some directly relate to case study Some require candidates to apply what they have learned in reality to the case study scenario The case study will be made available on the OCR website approximately 6 weeks before the date of the examination. Centres should copy this and distribute to candidates. Candidates will need to read through the case study carefully and use it as a basis for identifying issues and themes that can affect Young Enterprise companies. Candidates should also reflect upon the issues surrounding the launch, running and winding down of their own Young Enterprise company. Some questions in the examination papers will directly relate to the case study, others will require candidates to apply what they have learned in their own Young Enterprise experience to the case study scenario. Candidates need to refer to the content of the case study during the examination

OCR support Brief Admin Guide Centre Handbook www.ocr.org.uk
Sample question papers, case studies and mark schemes Unit specifications OCR Training Workshops Contact OCR Training on OCR Customer Contact Centre Link Teachers receive a Brief Admin Guide Other information sent by OCR to Examination Officers in schools The Centre Handbook offers centres a comprehensive guide to the structure and administration of these qualifications. contains all the most up-to-date and relevant information about these qualifications. OCR sample assessment material is available for all Unit 1 for Levels 1, 2 and 3. Centres may choose to: • use these assignments for formative assessment of candidates • tailor these assignments for formative or centre assessed summative of candidates • use these assignments as a benchmark for devising their own assessments to aid candidate preparation. OCR sample assessment material is available to download from our website OCR runs a regular programme of training workshops for tutors to help centres maintain best practice in their delivery of these qualifications. For more details contact OCR Training on If in doubt over any aspect of the specifications, assessment or administration for these qualifications, please contact OCR’s Customer Contact Centre in Coventry where staff will be able to help. Telephone or

Other support Contact your local YE representative: Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

YE Company Programme Social Enterprise Briefing Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Agenda Introductions What is a Social Enterprise?
Running a CP as a Social Enterprise Alternative Mem and Arts What will happen in practice? FAQ’s Run through the agenda

What is a Social Enterprise?
Real company Set up for a social or environmental purpose e.g. Selling fair-trade products imported from people living in a developing country Giving its profits to a worthwhile concern Using recycled products Helping people back into employment Not driven to simply make a profit Need to cover costs Surplus (profit) reinvested Social enterprises are distinctive and dynamic organisations whose central purpose is social or environmental. Rather than maximising profits for shareholders they are generating profits to bring social and environmental benefits. Charities are good examples of social enterprises but increasingly businesses are being set up primarily for reasons other than just making a profit. For a social enterprise to be sustainable over a long period of time it needs to be covering its costs and also building up a certain level of reserves to ensure it can be sustainable. Many of the skills required to run a successful social enterprise are the same as those required to run a profit focussed business enterprise.

What is a Social Enterprise?
Examples: The Big Issue The Eden Project Jamie Oliver's restaurant Fifteen Oxfam Young Enterprise Same business processes Same skill set required Different legal structure Social or environmental mission statement The Big Issue - Addresses the problem of homelessness by offering homeless people the opportunity to earn a legitimate income; to ‘help them to help themselves’ The Eden Project - run transformational social and environmental projects, create unforgettable learning experiences for students, do valuable research into plants and conservation, make sure we run our operations in the greenest possible way. Fifteen - Jamie Oliver's Fifteen is a restaurant that uses the magic of food to give unemployed young people a chance to have a better future. Profits go to the Better Food Foundation Charity Oxfam - 'work with others to overcome poverty and suffering‘ Young Enterprise - inspire and prepare young people to achieve their potential and succeed in business Social Enterprises are “normal” businesses. They have the same business processes. They just operate under a slightly different set of rules and have a different ethos.

Running a CP as a Social Enterprise
Same Company Programme experience Same business processes Same benefits Operate under a different legal structure Community Interest Company (CIC) State social or environmental impact No charitable giving until AGM Abide to different Memorandum and Articles of Association rules How does Social Enterprise Company Programme work? Company Programme students can now choose to run their Young Enterprise company as a Social Enterprise. They make this decision at the beginning of the year and run their business as a Community Interest Company (CIC). What's involved? Students get the same Company Programme experience with the same benefits but operate under a different legal structure which enables them to trade as a real Social Enterprise. Their Memorandum and Articles must include a social impact statement, shareholders recieve a "blended return" and students are required to provide a social impact report at the end of the year Charitable giving Very often social enterprises will state that they are donating money to charity in their mission statement, and use it as a marketing tool - Young Enterprise companies are not able to do. A Young Enterprise company operating as a social enterprise needs to be careful about how it trades. The legal structure of Young Enterprise is such that your company is a branch of the Young Enterprise. Young Enterprise companies cannot give company money to other charities because it may affect Young Enterprises' charitable status. However at the time of liquidation, once Young Enterprise taxes have been paid and any remaining money in effect belongs to the shareholders, the company may with the agreement of the shareholders, give money to charity. You should wait to give money until this point in your financial year.

Alternative Mem and Arts
At the outset define social or environmental impact Inform shareholders that they are investing in a SE Profits primarily used to achieve social/environmental benefits Expect ‘blended return on investment’ Winding up the company Shareholder dividend capped at 10% Maximum aggregate dividend of 35% profits Redistribute assets for social/environmental purposes Report what difference it has made The main change to the traditional Company Programme are an alternative Memorandum and Articles which students will sign up to at the beginning of the year. The new ‘Mem and Arts’ will be based on the CIC model and will take the ‘limited by shares’ form. It will contain the following key features which will help the students establish a social enterprise: Companies will be required to state from the outset what social or environmental impact they intend to make (as is the case when establishing a CIC). At the end of the year of trading the company will be required to report on their social impact statement indicating what difference it has made as part of its year end activities. The report should be a minimum of one paragraph and ideally should be (but doesn’t have to be) in the company report. 2) To ensure the majority of profits are primarily utilised to achieve the social and environmental benefit of the company, shareholders need to be informed from the outset that they are investing in a social enterprise and will therefore be expecting a ‘blended return’ on their investment of both financial AND social/environmental benefits. The maximum dividend per share will be capped at 10% with a maximum aggregate dividend of 35% of the distributable profits. 3) The CIC model includes an asset lock which ensures that all assets acquired by the CIC are redistributed for social or environmental purposes when the CIC is wound up. Charities are eligible asset lock bodies and as such, after paying relevant dividends under the dividend cap, each Social Enterprise Company Programme team will be expected to donate any surplus and/or assets to an appropriate charity (the default charity for this is Young Enterprise). If the company wishes to continue as a social enterprise after the programme is completed then it could transfer its CIC’s assets to a new social enterprise (it will not be able to transfer assets to a private company though).

What will happen in practice?
Register online as usual YE National Office Advise them that they want to run a SE Give company and centre details YE flag the company on the database YE despatch the alternative ‘mem and arts’ Run company Follow standard CP processes Adhere to alternative ‘mem and arts’ rules • Companies register on the CP web site as usual • The company needs to notify YE National Office ASAP that they want to run their business as a Social Enterprise. • National Office flags the company on ROA - a report is available to identify Social Enterprise companies • National Office sends out a copy of the Social Enterprise ‘mem and arts’ with a covering letter

FAQ’s What if the students just want to run a business to make money?
Is this just about students donating money to charity at the end of running their business? Will the SE companies be able to trade on the basis of giving money to charity? Will students be able to switch models? Will the Business Advisers need to be different? Will the SE companies pay YE-VAT and Corporation taxes? Will SE companies be able to take part in the competition? 1) Students will select the traditional Company Programme model at the start of the year – there is no compulsion to choose the Social Enterprise model. 2) Some will classify donating money to charity as good private sector Corporate Social Responsibility rather than Social Enterprise. Students could donate to charity at the end of their year of trading following either model once they have liquidated the company, however the social enterprise model gives them specific experience in developing the ‘blended return’ for shareholders. 3) As with the traditional business model, the CIC model companies will not be able to trade on the basis of giving money to charity. 4) It is envisaged that students will choose the Social Enterprise Company Programme model because they want to make a social or environmental impact through running their business. Therefore their choice of product/service could be made later. If they did want to change company model, they will only be eligible to do so before they sell their shares as these will be need to be issued with an expectation of a ‘blended return’. 5) Business advisers could be from any background although they will need to have an understanding of the requirements of the Social Enterprise Programme – i.e. the need to achieve Social and Environmental benefits as well as profit. 6) Yes, under the same conditions as the standard Company Programme rules 7) Yes, under the current competition criteria running a Social Enterprise would be neither an advantage or a disadvantage. Both types of company can compete on an equal footing as the competition is primarily designed to find out what you have learned from your year in business. Social Enterprises can also enter other SE based competitions.

Other support Contact your local YE representative: Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

YE Company Programme Engaging students Briefing Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Introduction Advisers help students to run a successful company, learn from the experience, and enjoy doing it Adviser Role: Work with a group of students Give advice & constructive feedback Apply knowledge and skills Be a motivator Communicate with LT Objectives of the Business Adviser The main objectives of an Adviser are to help students to run a successful company, learn from the experience and enjoy doing it. Ask an experienced business adviser to explain their roles: Work with a group of students Help them to develop and run a successful company You need to tread a careful line between leading the students through the experience and enabling them to run things for themselves In the early days you will need to take a positive lead – then step back to being a mentor and facilitator Give advice & constructive feedback Act as a consultant (guide, help and suggest) – try not to direct or lecture them – remember the principle of “Learning by Doing” Apply knowledge and skills Students will lack knowledge and confidence Assist them in company development Give advice on production, marketing, sales etc Ensure health and safety Ensure compliance with programme rules and regulations Be a Motivator Encourage students throughout the process From time to time (often after the first couple of months) students will lack morale and motivation. You will need to instil a sense of urgency and keep them going Communicate with LT Communicate on practical items such as sending apologies if you cannot attend

Engaging students Be excited and committed to being there
Be a good role model Be clear and set the scene Encourage ownership Give feedback Discipline It may be a long time since they have been in a school. It can feel daunting, so this is intended to help you feel more comfortable. The key point to remember is that young people need to be actively engaged in the activity. If not, they will become actively engaged in something else – disruptive behaviour. There is no winning formula to engage students. You just need to relax and be yourself. We will look at each one of these bullets in more detail. A teacher could provide hints and tips

Be excited and committed
Your drive and passion will motivate the students Show true enthusiasm in the business and their work Do not let your interest flag Expect highs and lows in the year Expect a lack of student motivation at points Be confident Communicate that they are worth your time Be friendly - use first names Talk to them about their individual interests Share (limited) personal information with them Be excited and committed to being there. Remember that most students will have volunteered to be part of a programme so they should enjoy the experience. Young people, like adults, are inspired by the enthusiasm of others. Your drive and passion will motivate the students. Show true enthusiasm and interest in the topic and their work. Do not let your interest flag. When matters are going well your stewardship of the company is still vital. Students motivation often dips after the original interest and period of setting up the company (and often after Christmas). Your most important role will be to encourage the team to keep going. Be confident. Communicate to the students in your actions and by your words that they are worth your time. Be friendly. Use the students’ names. They will consider this a sign of respect and personal interest. Make time to talk to them about their individual interests. Share (limited) personal information with them; this helps to establish a connection with the students.

Be a good role model Be fair
Talk to the students - ask them how they are Greet them at the doorway at the first meeting - use handshakes Treat them as adults - bring them up to your level Use examples from your own experience Avoid any use of ethnic or gender stereotypes Speak to students with respect Be honest if you do not know something Believe that they can succeed Be a good role model Volunteers who are fair and demonstrate a real concern for the students are more likely to have a team which responds in a positive way. Talk to the students; ask them how they are. If they do something nice, tell them that you appreciate their kindness. Greet them at the doorway before they enter the classroom, use handshakes. Treat them as adults. Bring them up to your level. Students model these attributes and learn from those who value them. Use examples from your own experience or from those of the students, and avoid any use of ethnic or gender stereotypes. Speak to students with respect, even when they are not acting respectfully toward you. Be honest. If you do not know something, admit it, but promise to find out. Believe that they can succeed.

Be clear and set the scene
Students need to understand what they are trying to achieve SMART goals Focus Set a professional yet relaxed environment Lay-out the room No distractions (e.g. phones) Give clear and concise information Repeat it Think about different ways to give information Avoid lecturing Be clear and set the scene For effective learning to take place, learners need to understand what they are trying to achieve, and want to achieve it. Encourage them to set SMART goals – Specific, Measurable, Achievable, Realistic, Time-bound Focus on one point at a time. Break the year down in to small chunks and work towards a certain goal e.g. a selling event, the exam, the competition etc Set a professional, yet relaxed and informal scene layout the room like a board room Explain that in business meetings you cannot use mobile phones If there is a large team, try dividing them into small working groups Help keep them on track Don’t give information just once. Repeat it, and think about different ways to give information to make it understandable. Avoid lecturing. Attention span is often short so keep things fast paced and exciting.

Encourage ownership It is their business
They need to feel safe to suggest and try out new ideas Avoid criticising or rejecting bad suggestions Guide them to alternative ideas Encourage them to think for and express themselves Encourage and ask questions Value all students’ responses Compliment them on their answers Send apologies for non attendance Encourage ownership and responsibility for the business by the students It is their business! Students get told what to do all the time; make the CP a place where they get to make the decisions The team need to feel safe to suggest and try out new ideas knowing that their opinions will be valued. So: Ask them questions to keep them involved and active. Value all students’ responses. Compliment them on their answers. Give clues if the students don’t respond, but don’t answer your own questions. Encourage the students to think for and express themselves. Avoid criticising or rejecting wrong answers or bad suggestions from the students. Instead, continue to guide students to the answer or a better suggestion by clarification. If you are ever unable to attend a meeting send your apologies and an explanation as much in advance as possible.

Give feedback Give feedback continuously
Make praise specific and sincere React positively to wrong answers Be sensitive and constructive about any weaknesses Encourage continuous improvement Use names Point out remarkable behaviour Remember “Learning by Doing” Giving feedback The way in which you give feedback on their work has an enormous impact on their motivation. Give feedback continuously, and make sure your praise of the students is specific and sincere. React positively to wrong answers Be clear, sensitive and constructive about any weaknesses and how they might be addressed Provide opportunities for students to improve upon their work and with a clear understanding of what to do differently next time Use names if possible Stop whatever you are doing whenever you see something remarkable happening in the team and point it out Learning by Doing – any experience (good or bad) in the business is a learning experience for the students. Unless they are going to do something that contravenes a rule (eg selling a prohibited product) encourage them to work things out for themselves.

Discipline Students should know the school rules
Leave discipline to the teacher When students are being disruptive, go stand by them This sends them a direct message to stop what they are doing Respect the teacher’s authority and expertise Discipline Students should know the classroom and school rules. Leave discipline to the teacher. When students are being disruptive, go stand by them. This sends them a direct message to stop what they are doing. Respect the teacher’s authority and expertise in the classroom. Work with the teacher.

Above all Have fun Enjoy the experience Develop your own skills
Remember – even if the company is not a great commercial success, it still provides an excellent learning experience Above all…. Have fun and enjoy the experience Remember The main objectives of an Adviser are to help students to run a successful company, learn from the experience and enjoy doing it. It is important to understand that even if a Young Enterprise company is not a great commercial success it can still provide an excellent learning experience. It is an opportunity for the students to use their initiative and be creative.

Support Contact your local YE representative: Phone Follow us: Insert the names and contact details: Local YE Manager……………………… Link Board Member………………

Provision of on-line DEBIT CARD acceptance facilities
CashFlows is a Financial Services company that are at the forefront of payment receipt technology. They provides businesses with facilities to accept card payments from their customers. CashFlows has partnered with Young Enterprise to provide services which will allows YE companies to trade on-line and accept debit card payments from consumers via their website, computer or smartphone. Credit card payments are excluded because the risk and fraud profile of credit cards is considered significantly higher when compared to debit cards and also because the credit card companies will take large and unpredictably varied extra charges out of the YE company sales income.

Services CashFlows offer..
1. Hosted payment page Services CashFlows offer 1. Hosted payment page Allows YE companies to accept debit card payments direct from their website by inserting a button that links directly to the CashFlows payment service, for processing. The CashFlows payment page can also be customised with the YE company logo. Example of a customised page

2. Virtual Terminal 2. Virtual Terminal Allows YE companies to accept payments over the phone or by mail order by simply entering the card and cardholder details into a secure webpage via any Computer. This connects to CashFlows via the internet for authorisation. This service could be used for taking payments at Trade Fairs if the internet is accessible. Virtual terminal page Virtual Terminal authorisation page

3. CashFlows Portable 3. CashFlows Portable Is an iPhone, iPod Touch and iPad app that works in the same way as the Virtual Terminal, allowing you to take payments on the move. Also ideal for Trade Fairs. An ‘Android’ version is in development Payment process using app

4. E-Invoicing 4. E-Invoicing Allows YE companies to send quotes and invoices to their customers with a “Pay Now” button that links to CashFlows’ hosted payment page, allowing the business to facilitate improved cash flow. CashFlows also offers a payment method known as VoicePay where a customer can make a payment by using their unique ‘voice signature’ and speaking into their mobile phone. The Hosted Payment Page, CashFlows Portable and e-Invoicing have this feature automatically included. Alongside providing a guarantee against certain types of fraud, transactions authorised using VoicePay are 10% cheaper than standard transactions. All of these services link into a central Management Information system (called MAS – Merchant Administration Service), which lets you see your total trading activity and the funds that are due to you. Create an e-invoice page PDF preview of an invoice

5. On4 5. On4 For YE companies without their own website this facility is an easy to use e-commerce web site construction tool that allows the creation of an on-line store easily and quickly. On4 homepage Example of store using On4

Cost of CashFlows Services
CashFlows services are available to Young Enterprise companies at a discounted rate. The monthly fee remains constant whichever services the business uses and won’t kick in until the first transaction has gone through the account More detail can be found in the ‘Overview of CashFlows’ document. Companies will receive funds 21 days after the transaction has taken place – this is compared to the standard 30 days. The amount to be received will be shown within the Merchant Administration System. Before opening the account it is recommended that the company should give careful consideration as to whether their sales will generate enough income using these services to cover the costs. The CashFlows accounts will be closed on 31st July each year

How to access CashFlows
The CashFlows registration page is linked to through the Company Programme website. Go to: general guidance/running your company/on-line trading for more information The company will need to have opened its bank account before registering with CashFlows. Companies will need to provide the bank account details for onward payment of funds. Companies will also need to provide contact details of a member of the team, some information about the business being run and (if applicable) the website URL.

Contact details If you have any questions please contact the cashFlows customer service team: Tel: Web: For more information and FAQ’s see the ‘Overview of CashFlows’ document or contact CashFlows directly

YE Company Programme Evaluation Process Welcome delegates Introduce yourself [Name, Where you work, What you do, How long you have been with YE] Tell them about the domestic arrangements for the session Fire meeting point is …………………………….. Toilets can be found …………………………….. Refreshments will be …………………………….. Format will be …………………………. The session will last for approximately …………………………. Finish at ……………………………………… Ask questions as we go along [or save to the end] For CP Business Advisers and Link Teachers

Description The CP Evaluation platform is a comprehensive online tool geared towards all participants: students, link teachers and business advisors All participants are asked to complete a pre- and post- survey Students are also asked to complete a mid-point survey All surveys are mandatory and based on self- perceived abilities and perceptions at executing various tasks The mid- point certificate is compulsory for entering the competition The mid- point certificate is contingent on the completion of the pre- and mid- point survey and must be added to the company report The evaluation platform sits in parallel to the Company Programme website

Timescale A pre- evaluation survey is taken by students, link teachers and business advisors as soon as the company has been registered A mid- evaluation survey is also taken by students as of January A post- evaluation survey is taken by students, link teachers and business advisors at the liquidation stage. The post- surveys will be available from May onwards, until the 31st July At each phase, and at the interval depicted below, links to the evaluation forms will be signposted. Further reminders to students, link teachers and business advisors to complete pending questionnaires will be generated

Timescale

Completing the survey (students)
Accessed via the Company Programme Website Students complete pre, mid and post surveys YE will send messaging alerts via the website to prompt students to complete the survey Calls to action will direct participants to their surveys

Completing the survey (link teachers)
Accessed via the Company Programme Website Teachers complete pre and post programme surveys s will prompt teachers to complete the surveys Clear signposting and calls to action will direct participants to their surveys Calls to action will be updated to reflect the evaluation stage participants are (evaluation timeline)

Completing the survey (business advisers)
Accessed via the Company Programme Website Teachers complete pre and post programme surveys s will prompt advisers to complete the surveys Clear signposting and calls to action will direct participants to their surveys Calls to action will be updated to reflect the evaluation stage participants are (evaluation timeline)

Certificates A mid point and end of programme certificate will be automatically generated on completion of the surveys: Certificates will be available online via the company website The mid-point compulsory certificate is required for participation in the YE competition. Contingent on at least 50% of company members completing both pre and mid point surveys. The mid- point certificate is to be added to the company report .

Certificates of Achievement
The certificate of achievement is available at the individual and company level and on completion of the end of year survey.

Certificates of Achievement – skills tested
Certificates show pre- and post- scores across 8 competencies:

YE Company Programme 2013/14 Training Menu

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