Shareholders Meeting Instructions

General Information Purpose Location Present what strategies were used during simulation Share financial results What you learned from the simulation TMT presenting to firm stockholders Location Will be by lab section 2 team presentations per day All written reports due on the middle presentation day at the start of class

Presentation Overview 15-20 minute time frame Report should be as of the end of Round 8 Two parts Shareholder reporting Lessons Learned & Plans for the Future Must turn in a printed copy of the slides to your GTA (notes – 3 frames per sheet) You may give handouts to the ‘shareholders’ (not required) Both Oral & Written Reports in the Same Format We only have 3 lab periods to do this, so there will be 2 groups presenting each period. Presentations will be in reverse alpabetical order.

Presentation Requirements Introduction Outline of presentation Company Overview Strategies Mission Statement and Corporate Strategy Business Strategy: What is your generic strategy? How did you execute your strategy? Who are your direct and indirect competitors? Functional Strategy: What was your strategy in the R&D, Marketing, Operations, Finance, HR, TQM, and Labor Negotiations? How did you integrate these areas to execute your strategy? Same as presentation.

Presentation Requirements Financial Highlights (use all applicable to tell your story, explain what measure examines) Must present at least 3 performance measures used in simulation; may add other positive financials as desired, including: Profitability Ratios Liquidity Ratios Equity Ratios Use your company & industry stats Conclusion/Wrap Up of pertinent information Lessons Learned- Can step out of the box, what did you learn as both students & execs Plans for the Future- SWOT analysis & extrapolation

Presentation Evaluation Introduction Main points Clearly stated Supported by evidence/reasoning Logically organized Visual aid usage Conclusion Vocal skills Dress

Helpful Resources Capsim Company websites Canvas Dr. Adams & GTA Review old Capstone Couriers Keep good records of decisions/critical events Company websites Example shareholder reports and 10Ks Canvas Shareholder’s Meeting Instructions Grading Criteria & Grading Sheet These slides Dr. Adams & GTA Office hours Sample reports

Misc. Notes Formal business attire (shirt and tie for guys, business attire for ladies) Organize your work! The Oral and Written reports are in the same structure Plan your transitions and practice ahead of time. Work out the rotation of presenters in advance Other helpful public speaking tips

Due Dates 4/15 Presentations : Ferris Erie 4/22 Presentations (all written reports due at the start of lab): Digby Chester 4/29 Presentations: Baldwin Andrews