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

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

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

Mission / Vision “To help H&R Block assist their clients to achieve their financial objectives by serving as their tax and financial partner, by combining the School House Program with the Dollars & Sense Program in the Benicia Unified School District.”

Internal Factors  Strengths  Solid reputation in the market  Expertise available of our firm  Products easily accessible  Weaknesses  Lack of Exposure in community  Complexity of products

External Factors  Opportunities  Gaining future clients  Establish more of a positive image in the community  Threats  Come off as soliciting  Not gaining clients/ Having programs overlooked  People in community already use Mom & Pops or Jackson Hewitt

Short / Long-term Goals  Short-term  1.Help the Community  2.Establish Relations  3.Educated the Youth  Long-term  1.Customer Growth  2.Client Retention  3.Maintain Community Support

Schoolhouse Program  Schoolhouse program gives teachers, parents, and students discounts on their income tax preparation by giving out coupons.  Coupons Include;  Parents $25 off tax preparation  Free tax returns for high school students  Teachers and staff are charged a flat fee of $169 for federal tax returns  Along with $25 back to the school with each parent sign up  Each School will also receives posters to hang around school and additional brochures

Dollars and Sense Program  “It is a comprehensive educational initiative to help high school students learn the essentials of financial fitness”  The program consists of two parts  Knowledge Matters Virtual Business®- Personal Finance software  H&R Block Dollars & Sense National Challenge  Over $1 million in Financial curriculum  $50,000 in Scholarships

Implementation 1) Choose a school in Benicia  a)Benicia high 2) Establish relationship with school through the Schoolhouse Program  a)Follow up with kits given out - To insure an adequate amount of flyers were given out  b)Get involved with other school programs to become more familiar to the students and faculty.  c)Keep in contact with administration and athletic department

Implementation  3) Propose Dollars and Sense program  a) Offer presentation on what curriculum consists of - Stress importance of financial education in our youth  b) Explain the Dollars and Sense National Challenge as incentive for students - Scholarship opportunities

Choosing a School  School with a large number students  School with an athletic department  School that has both male and female teams  School with more than 10 different sports teams

Benicia High School  Large student body  Large athletic department  Both male and female teams  More then 10 different sports teams

In Conclusion  The two individual programs were great community outreach programs that will prove to have great success for H&R Block in the future  Combining the two programs together would increase awareness about H&R Block  We felt if students were more informed about financial decisions, they would be more willing to take advantage of what the Schoolhouse program has to offer  Participates will view H&R Block as a friendly and valued member of their community

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