Post on 28-Dec-2015
transcript
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