1. YE Company Programme 2012/13 Training Menu Essential Training Introduction to YE (New LT and BA) Start of Year Briefing Mid Year Briefing Further Training Innovation Awards Select a box to start the training session Company Programme Website OCR Qualifications Social EnterpriseEngaging Students

2. Main Menu

3. Main Menu For New CP Business Advisers and Link Teachers Introduction to Young Enterprise

4. Main Menu Agenda Introductions About Young Enterprise (YE) Who’s who? Programmes Volunteers

5. Main Menu Young Enterprise UK’s largest business education charity 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.

6. Main Menu Worldwide dimension Junior Achievement Worldwide www.ja.org JA-YE Europe www.ja/ye.org

7. Main Menu Who’s Who? YE UK Board of Trustees Chairman – Ian Smith Local Volunteer Boards / Task Groups YE UK Senior Leadership Group CEO – Michael Mercieca Local YE Programme and Delivery Staff YE UK Support Office Oxford

8. Main Menu Programmes (ages 4 to 25) Primary –Classroom based programmes Secondary/Further Education –Classroom based programmes –Company based programmes Higher Education –Company based programme

9. Main Menu 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 Click here to watch a video about the Company Programme

10. Main Menu 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

11. Main Menu Volunteers Come from all walks of life Potential rewards Safeguards –Criminal Records Bureau (CRB) checks –Volunteer registration form (VR Number) –Volunteer Code of Conduct Volunteer Portal –www.young-enterprise.org.uk/volunteerportal

12. Main Menu More information Contact your local YE representative Visit www.young-enterprise.org.ukwww.young-enterprise.org.uk Phone 01865 776845 Email info@young-enterprise.org.ukinfo@young-enterprise.org.uk Follow us: www.twitter.com/youngenterprise www.facebook.com/youngenterpriseuk

13. End of Session Click the arrow to return to the Company Programme Training Menu

14. Main Menu

15. Main Menu For CP Business Advisers and Link Teachers YE Company Programme Start of Year Briefing

16. Main Menu Agenda Introductions Company Programme Overview Link Teacher and Business Adviser roles Starting the company Running the company OCR Qualification Innovation Awards and Competitions Support

17. Main Menu 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

18. Main Menu 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

19. Main Menu 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 Key features

20. Main Menu Two company types 1.Traditional model - Limited Company 2.Social Enterprise model - Community Interest Company Same benefits and experience Email info@young-enterprise.org.uk on registration for SEinfo@young-enterprise.org.uk Click here for further Social Enterprise Training

21. Main Menu Link Teacher role (LT) Facilitator and Communicator Register the company online Logistics and Administration Support Business Adviser(s) Support Students Manage Qualification Arrangements Promotion

22. Main Menu Business Adviser role (BA) 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 Click here for further training on Engaging with Students

23. Main Menu Support for the LT/BA Physical Resources –BA/LT Guide –Company Programme website –OCR Brief –Innovation Awards Criteria Other Resources –Training Events –Volunteer Portal –Fellow LT/BA –Link Board Member –YE Manager

24. Main Menu Company Programme cycle Recruit students Getting started Registration Sales and Trade Fairs OCR Assignment and Exam HSBC Innovation Awards 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

25. Main Menu 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

26. Main Menu First meeting Led by the Business Adviser Introductions Set expectations Consider function roles Company name Registration (see next slides) Weekly meetings

27. Main Menu Registration You must not trade until registration is complete Register online using the teacher email address Need information from the registration form www.young-enterprise.org.uk/company

28. Main Menu Registration activates: The despatch of the programme kit –Administration Box Access to the website –LT will be emailed the student’s passwords to distribute –BA will be emailed if this is entered at registration Approval to start trading –Certificate of Incorporation –Insurance certificate

29. Main Menu Administration Box contents Share Books Certificate of Incorporation Insurance Certificate Invoice Letters to MD, LT, BA, Parents HSBC Bank information Legal Responsibilities and Insurance Cover Product stickers Business card sheets

30. Main Menu Programme website www.young-enterprise.org.uk/company

31. Main Menu Website contents My Messages Company Calendar Company Tasks Company Resources Company Blog Company Profile Comp. Member Profiles YE Company Network General Guidance Function Guidance Read FAQs Submit a Question Company Tools Guidance FAQs Glossary Forms & downloads Company Accounts BA/LT Forum

32. Main Menu User accounts Separate accounts –Each company member –Link Teacher –Business Adviser LT identifies the Managing Director online Managing Director edits permissions Click here for Company Programme Website Training

33. Main Menu Second meeting Led by the Business Adviser Elect Directors Company Administration –Administration box –Memorandum and Articles of Association Programme website Idea generation (see next slide) Bank account Brief MD

34. Main Menu 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 Further guidance and fact sheets available on the CP website

35. Main Menu 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

36. Main Menu 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 Charitable giving

37. Main Menu 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

38. Main Menu 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 http://www.ewb.ja-ye.org/

39. Main Menu Young Enterprise qualifications Administered by OCR 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 www.ocr.org.uk Click here for OCR Qualifications Training

40. Main Menu YE Company Competition Annual Celebration of Achievements Levels: –Local –Regional (June) –HSBC YE Innovation Awards UK Finals (July) –YE Europe Company of the Year Competition (July/Aug) One winner progresses at each stage Other awards supported by businesses Standard judging criteria Click here to watch highlights of the 2012 UK Final

41. Main Menu 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

42. Main Menu Support Refer to the programme website: www.young-enterprise.org.uk/company Contact your local YE representative: Phone 01865 776845 Email info@young-enterprise.org.ukinfo@young-enterprise.org.uk Follow us: www.twitter.com/youngenterprise www.facebook.com/youngenterpriseuk

43. Main Menu End of Session Click the arrow to return to the Company Programme Training Menu

44. Main Menu

45. Main Menu For CP Business Advisers and Link Teachers YE Company Programme Mid Year Briefing

46. Main Menu Agenda Introductions YE Qualifications Company Competitions –Innovation Awards –Other Competitions Winding up the company

47. Main Menu Young Enterprise qualifications Administered by OCR 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 www.ocr.org.uk

48. Main Menu Sept onwards March April May July 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 OCR Calendar Click here for further OCR Training

49. Main Menu YE Innovation Awards Annual Celebration of Achievements Levels: –Local –Regional (June) –HSBC YE Innovation Awards UK Finals (July) –YE Europe Company of the Year Competition (July/Aug) One winner progresses at each stage Other awards supported by businesses Click here to watch highlights of the 2012 UK Final

50. Main Menu 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 Click here for further Innovation Awards Training

51. Main Menu 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

52. Main Menu Winding up the company Final Report and Accounts –Use CP website to prepare reports –Audited and signed by Business Adviser AGM –Repay Shareholders (with Dividend) –Reminder - Charitable Giving Liquidation –Pay outstanding YE VAT & Corporation Tax –Insurance cover ends –Close Bank Account –31 July deadline

53. Main Menu Further information Refer to the programme website: www.young-enterprise.org.uk/company Contact your local YE representative: Phone 01865 776845 Email info@young-enterprise.org.ukinfo@young-enterprise.org.uk Follow us: www.twitter.com/youngenterprise www.facebook.com/youngenterpriseuk

54. Main Menu End of Session Click the arrow to return to the Company Programme Training Menu

55. Main Menu

56. Main Menu For CP Business Advisers and Link Teachers Company Programme Website Briefing

57. Main Menu Company Programme website

58. Main Menu User Accounts Separate accounts for each member (incl LT and BA) Log in details generated after programme registration –LT emailed student usernames and passwords –LT email address taken from registration –BA will be emailed their password if email address is entered at registration My Account –Link at the top right of the page when logged in –Change passwords and contact details

59. Main Menu 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

60. Main Menu Login www.young-enterprise.org.uk/company Enter username and password

61. Main Menu Homepage

62. Main Menu Website contents My Messages Company Calendar Company Tasks Company Resources Company Blog Company Profile Comp. Member Profiles YE Company Network General Guidance Function Guidance Read FAQs Submit a Question Company Tools Guidance FAQs Glossary Forms & downloads Company Accounts BA/LT Forum

63. Main Menu Company Messages

64. Main Menu Company Calendar

65. Main Menu Company Tasks

66. Main Menu Company Resources

67. Main Menu 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

68. Main Menu Company Profile

69. Main Menu Company Member Profiles

70. Main Menu YE Network

71. Main Menu Posts to other companies

72. Main Menu 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

73. Main Menu Frequently Asked Questions Grouped by function roles and topic Submit a new question Alumni/Experts have the opportunity to answer questions

74. Main Menu BA/LT Forum Message Board View old comments Submit a new topic

75. Main Menu Further Information Contact your local YE representative: Phone 01865 776845 Email info@young-enterprise.org.ukinfo@young-enterprise.org.uk Follow us: www.twitter.com/youngenterprise www.facebook.com/youngenterpriseuk

76. Main Menu End of Session Click the arrow to return to the Company Programme Training Menu

77. Main Menu

78. Main Menu For CP Business Advisers and Link Teachers YE Innovation Awards Briefing

79. Main Menu Agenda Introduction to the YE Innovation Awards Available Awards Eligibility Process –Company Report –Trade Stand and Interview –Presentation Hints and Tips

80. Main Menu YE Innovation Awards Annual Celebration of Achievements Levels: –Local –Regional (June) –HSBC YE Innovation Awards UK Finals (July) –YE Europe Company of the Year Competition (July/Aug) One winner progresses at each stage Click here to watch highlights of the 2012 UK Final

81. Main Menu 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

82. Main Menu Eligibility Completed Registration & fee paid Submitted Company Report as per requirements Signed Financial Accounts (interim or final) Paid interim YE VAT & Corporation Tax Not exceeded authorised share capital Not traded in prohibited products Kept strictly to the programme rules Not participating for a second time (students or companies)

83. Main Menu 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

84. Main Menu Indicators Communications Company administration Customer focus, marketing and sales Financial systems and results Innovation and Entrepreneurship Objective setting, planning and review Problem solving Product development Skills and understanding Teamwork

85. Main Menu Company report Must be written by company members Submitted in advance Be innovative All guidance should be adhered to –Layout, fonts, contents, company accounts etc. Recommended Approach –Cohesive report, individual and team lessons learnt, highlights, photos

86. Main Menu 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

87. Main Menu Company presentation Summarise key experiences and achievements Four minutes (UK level) Business like style Up to 5 members Visual aids Practice Ensure compliance with given guidance –Eg duration, submitting files in advance etc

88. Main Menu 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 Innovation Awards –Programme Website –YouTube Channel Speak to experienced Teachers/Business Advisers Manage expectations Encourage teams to enjoy the opportunity to showcase their business

89. Main Menu Further Information Refer to the programme website: www.young-enterprise.org.uk/company Contact your local YE representative: Phone 01865 776845 Email info@young-enterprise.org.ukinfo@young-enterprise.org.uk Follow us: www.twitter.com/youngenterprise www.facebook.com/youngenterpriseuk

90. Main Menu End of Session Click the arrow to return to the Company Programme Training Menu

91. Main Menu

92. Main Menu For CP Business Advisers and Link Teachers YE Company Programme OCR Qualifications Briefing

93. Main Menu Agenda Introductions YE Qualifications at a glance Calendar Administration Process Case study OCR Support

94. Main Menu YE qualifications Administered by OCR QCF accredited Restricted to CP participants Designed to recognise achievement in Company Programme Suite of Qualifications: –Entry Level – 4 units (can enter full or by unit) –Level 1 – single unit –Level 2 – single unit –Level 3 – single unit

95. Main Menu Brief overview TitleGLHCreditsAssessment OCR Entry Level Award for Young Enterprise (Entry 3) Unit 1 Identifying company aims and responsibilities 102Centre assessed & OCR Moderated Unit 2 Carrying out tasks in a Young Enterprise company 102Centre assessed & OCR Moderated Unit 3 Working in a team102Centre assessed & OCR Moderated Unit 4 Reviewing the success of a Young Enterprise Company 102Centre assessed & OCR Moderated OCR Level 1 Award for Young Enterprise Unit 1 Reviewing the performance of a Young Enterprise company 6212Timetabled examination OCR Level 2 Certificate for Young Enterprise Unit 1 Assessing the performance of a Young Enterprise company 6213Timetabled examination OCR Level 3 Certificate for Young Enterprise Unit 1 Evaluating the performance of a Young Enterprise company 9318Timetabled examination

96. Main Menu YE qualifications continued Funding –eligible under Section 96 and/or Skills Funding Agency Delivery –mode of study not specified –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

97. Main Menu Sept onwards March April May July 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 Calendar

98. Main Menu Administration process (Levels 1,2 & 3)

99. Main Menu 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

100. Main Menu 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 024 76 496398 OCR Customer Contact Centre –024 76 851509 –email vocational.qualifications@ocr.org.uk

101. Main Menu Other support Contact your local YE representative: www.young-enterprise.org.uk/company Phone 01865 776845 Email info@young-enterprise.org.ukinfo@young-enterprise.org.uk Follow us: www.twitter.com/youngenterprise www.facebook.com/youngenterpriseuk

102. Main Menu End of Session Click the arrow to return to the Company Programme Training Menu

103. Main Menu

104. Main Menu For CP Business Advisers and Link Teachers YE Company Programme Social Enterprise Briefing

105. Main Menu 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

106. Main Menu 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

107. Main Menu 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

108. Main Menu 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

109. Main Menu 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

110. Main Menu What will happen in practice? Register online as usual Email YE National Office –info@young-enterprise.org.ukinfo@young-enterprise.org.uk –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

111. Main Menu FAQ’s 1.What if the students just want to run a business to make money? 2.Is this just about students donating money to charity at the end of running their business? 3.Will the SE companies be able to trade on the basis of giving money to charity? 4.Will students be able to switch models? 5.Will the Business Advisers need to be different? 6.Will the SE companies pay YE-VAT and Corporation taxes? 7.Will SE companies be able to take part in the competition?

112. Main Menu Other support Contact your local YE representative: www.young-enterprise.org.uk/company Phone 01865 776845 Email info@young-enterprise.org.ukinfo@young-enterprise.org.uk Follow us: www.twitter.com/youngenterprise www.facebook.com/youngenterpriseuk

113. Main Menu End of Session Click the arrow to return to the Company Programme Training Menu

114. Main Menu

115. Main Menu For CP Business Advisers and Link Teachers YE Company Programme Engaging students Briefing

116. Main Menu 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

117. Main Menu 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

118. Main Menu 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

119. Main Menu 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

120. Main Menu 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

121. Main Menu 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

122. Main Menu 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”

123. Main Menu 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

124. Main Menu 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

125. Main Menu Support Contact your local YE representative: www.young-enterprise.org.uk/company Phone 01865 776845 Email info@young-enterprise.org.ukinfo@young-enterprise.org.uk Follow us: www.twitter.com/youngenterprise www.facebook.com/youngenterpriseuk

126. Main Menu End of Session Click the arrow to return to the Company Programme Training Menu

127. Main Menu