Your Company’s Product/Service name Company Logo here Business Review This template is used to assist in the development of the company’s yearly business review. Date

Your Company’s Product/Service name Company Logo here Content Overview Mission Statement and Support 2002 Objectives Business Performance - Financial Review –Summary –Performance by Major Category Examples - Sales by Category Historical Performance Performance Trend Category Profile Profitability Analysis Price Ladder Seasonality Category Channel Distribution Mix by Channel Brand Mix Product Ranking

Your Company’s Product/Service name Company Logo here Content Overview Customer Overviews Product Category Overviews Competitor Overviews Consumer Learnings Key Issues and Market Trends SWOT Analysis Consumer Promotion Review Enablement? Cross-BU Integration?

Your Company’s Product/Service name Company Logo here Mission Mission Statement: State your company’s mission statement here. Support: Add any additional supporting information about your company. Example: What is your company doing differently than the competitors?

Your Company’s Product/Service name Company Logo here 2002 Objectives Examples: Improve sales with more direct marketing plans. Generate $25 million in sales between January and June Increase Market Share Build a Better Product than the Competition Maximize Customer Satisfaction Help Other Corporate Businesses Reduce Number of Employees Cut Expenses Maximize Revenue Maximize Annual Profit Maximize Return on Investment (ROI) Maximize Return on Equity (ROE) Maximize Return on Assets (ROA) Maximize Return on Sales (ROS) Maximize Shareholder Value & Discounted Cash Flow Expand into New Markets Minimize Risks Provide for the Employees Help Community What are the company’s objectives and how will be objectives be accomplished?

Your Company’s Product/Service name Company Logo here Business Performance Financial Review

Your Company’s Product/Service name Company Logo here Business Performance -Sales Summary Projected Year Year 1Year 2Year 3Year 4TYDFY FCST Sales Growth Year 1Reason for Loss or Profit (Example: Lost major account) Year 2 Year 3 Year 4

Your Company’s Product/Service name Company Logo here Business Performance - Sales by Category Insert a graph of the major categories of your company’s product line or service. Describe what is the major categories that are dominating.

Your Company’s Product/Service name Company Logo here Business Performance - Historical Performance by Category Previous YearCurrent Year No. of SKU's TYD Sales % Total No. of SKU's TYD Sales % Total Category 1 Category 2 Category 3 Category 4 Category 5 Total100%Total100% Explain what categories are growing, declining or staying constant.

Your Company’s Product/Service name Company Logo here Business Performance - Performance by Major Category Insert percentage bar graph to illustrate growing or declining trend within the family of products or services.

Your Company’s Product/Service name Company Logo here Business Performance - Category Profile Dividers benefited from strong sales through June, with the exception of Ready Index and Direct Print, which continue to decline Index Maker continues to drive business profits with high margins and volume The 2nd and 3rd largest categories (RI and Ins) have relatively weak sales growth, suggesting the category may be weak, which is being masked by the increased dominance of high margin Index Maker Bubble Size reflects size of business in sales dollars

Your Company’s Product/Service name Company Logo here Business Performance - Profitability Analysis YTD Profitability By Category SalesGrowthUnitsCostGM$GM%GM$ Category 1 Category 2 Category 3 Category 4 Category 5 Total 100% Describe what categories are dominating in the profitability analysis.

Your Company’s Product/Service name Company Logo here Business Performance - Price Ladder and Profitability Analysis Benchmark Price Ladder UPCProductBenchmarkMargin

Your Company’s Product/Service name Company Logo here Business Performance - Seasonality Insert seasonality graph to illustrate the seasonal sales changes in category.

Your Company’s Product/Service name Company Logo here Business Performance - Seasonality, Cont’d Insert graph to illustrate seasonal performance by Distribution Channel. Example: Mass Market, Superstore Retail, Online, Boutiques, Commercial, International, Distributors.

Your Company’s Product/Service name Company Logo here Business Performance - Distribution Total Distribution by Channel Observation: Insert any observation you might see in regards to the company’s distribution by channel. Example: What are the major channels that might be areas to concentrate more focus in.

Your Company’s Product/Service name Company Logo here Business Performance - Distribution Channel XX Shipment Mix Observations: What observations are present in each area of distribution? Example: Mass Market is more willing to purchase lower price items. Commercial Market purchases all spread out through all price ranges.

Your Company’s Product/Service name Company Logo here Business Performance - Brand Mix Brand Mix Observations: This area can be used to present the brand mix of your company’s product or service.

Your Company’s Product/Service name Company Logo here Business Performance - Product Product Ranking by Sales $ YTD Product/ServiceDescriptionSalesSales Rank Sales Growth Unit Rank Margin Rank Observations: This area observes the top ranking products/services for the company.

Your Company’s Product/Service name Company Logo here Business Performance - Customer Overview by Distribution Distribution XX Pervious Year SalesGrowth Total Customer $ Your Company's total contribution to the Customer Product/Service contribution to the CustomerYear 1Year 2 Current Year Store Retailer 1 Store Retailer 2 Store Retailer 3 Observation: Indicate the reasons for sales growth or decline with the customers. Example: Customers closed several stores. Customer downsized areas of their company.

Your Company’s Product/Service name Company Logo here Business Performance - Product XX Fact Sheet Product/Service Name Sales by Channel (Year) % Total% Growth Channel 1 Total Sales (Year)Channel 2 % Total Sales (Year)Channel 3 Growth (Two Years Prior) Growth (Previous Year) Top Customers Growth (YTD) %Cat Sls% Growth Customer 1 Customer 2 Customer 3 Observations: What observations can be seem from the facts given? UPCDescriptionYTD Sales Cumm % of Category Total Sales Rank Sales Growt h Total Units Rank Total Margin Rank

Your Company’s Product/Service name Company Logo here Business Performance - Product XX Sales Trend Direct Print Sales Trend Examples: Sales decline resulted from loss of superstore distribution. Store Returns causing decline. Sales increased from 300 more Store X placement.

Your Company’s Product/Service name Company Logo here Business Performance - Direct Print Direct Print Commercial Sales Commercial channel contributes to 95% of the DP business and is growing (YTD +2.2% versus YAG). Growth is fueled by the performance of the 24 set laser (+13% vs. YAG). Loyal users are trading up to 24-set packs.

Your Company’s Product/Service name Company Logo here Business Performance - ????Direct Print Direct Print Sales by Printer Type Laser is still bulk of the business. DP ink jet dividers experienced higher total sales decline due to loss of distribution at superstores. Color is growing in the commercial channel (small $ base) *Direct Print Collating = $133,831 (6% of total)

Your Company’s Product/Service name Company Logo here 78% GM 80% 85% 80%81% 77%82% 79% Source: Brio Data Gross Margin $ Business Performance - ????Direct Print Direct Print Margin Ladder Overall margin will continue to improve with elimination of DP single sets at the end of Single set only yields a 47% GM.

Your Company’s Product/Service name Company Logo here Business Performance - ????Direct Print Direct Print Unpunched Sales After strong growth in 2000, DP unpunched has been down significantly in 2002 Possibly cannibalized by IM or other alternatives

Your Company’s Product/Service name Company Logo here Business Performance - Index Maker Fact Sheet Index Maker Product Ranking - June YTD 2002

Your Company’s Product/Service name Company Logo here Business Performance - Index Maker Observations: Index Maker continues to grow in all Major Families, except Copier, which is down 16% While the highest growth rates are coming from 2nd Tier and Transluscents, their size and overall contribution remains small Index Maker sales and volume growth remain dominated by Avery Branded paper IM with white and color tabs Index Maker Sales by Major Family - July YTD 2002

Your Company’s Product/Service name Company Logo here Business Performance - Index Maker Observations: It is surprising to note that punched sales have declined vs prior July YTD With unpunched only available in white laser Index Maker, there is opportunity to expand our offering of unpunched in other areas (i.e. Color IM) We will need to continue monitoring punched sales to determine if the minor family is mature/flat Index Maker Punched/Unpunched Analysis (Laser Only) WOW!

Your Company’s Product/Service name Company Logo here Business Performance - ????Ready Index Superstores decline in 2001 is slowing down this year, which could be a result of improving inventory control. Commercial is flat after last year’s customer consolidation and inventory reductions. Mass was up in 2001 with the RI/IM Presentation Center at Wal-Mart, but we are currently encountering returns for that project. Mass sales are declining this year as the price competition continues across manufacturers. Channel & Customer Sales Detail

Your Company’s Product/Service name Company Logo here Business Performance - Ready Index - SKUs with Declining Sales Our best selling SKUs are also our “no growth” products! Most of these “no growth” items are single sets of RI Cont Std. Landscape Ready Index single and 6-packs topped the list. These items should be discontinued for Easy Edit is doing poorly in single set packs. SKU rationalization decisions to discontinue Executive Hidden Tab and Contemporary Hidden Tab are validated by the rankings of these products.

Your Company’s Product/Service name Company Logo here Business Performance - Ready Index - SKUs with Best Growth

Your Company’s Product/Service name Company Logo here Business Performance - Ready Index - SKUs with Best Growt (Cont’d) While Easy Edit single sets are among the under performing SKUs, 6-set packs of Easy Edit are among the highest growth products. 6-sets packs of RI Contemporary Standard are performing well. Private label TOC products for Corporate Express and Office Depot are performing well.

Your Company’s Product/Service name Company Logo here Business Performance - Ready Index Single set packs are losing ground to 6-set packs. Three-set packs were done for OD Exec. RI, which has been discontinued as of mid set packs are flat since 2000 (24 sets are uncoallated)

Your Company’s Product/Service name Company Logo here Competitor Overviews

Your Company’s Product/Service name Company Logo here Competitive Market Share Product/ Service Your CompanyCompetitor Distribution Channel 1 Distribution Channel 2 Distribution Channel 3 Distribution Channel 4 Total Observation: What reasons can be said as to why one channel is dominating over another. Examples: What channels are continuing to be the weakest Distribution Channel 1 continues to be the strongest because of lower prices Distribution Channel 2 grew with extensive marketing campaign.

Your Company’s Product/Service name Company Logo here Retail Price Ladder Observation: Insert graph to illustrate the price differences between your company’s products/services vs. competitors. How does your product/service compare to your competitors? Price Ladder for Company and Competitor product/service

Your Company’s Product/Service name Company Logo here Competitive Distribution by Major Retailer Retailer 1Retailer 2Retailer 3Retailer 4Retailer 5Retailer 6 Your Company Competitor 1 Competitor 2 Competitor 3 Competitor 4 Competitor 5 Observation: How does your company’s distribution compare to your competitors?

Your Company’s Product/Service name Company Logo here General Competitive Overview This section provides a brief description of the top competitors in the Index Dividers category. What sources was your data compiled from? Example: –Hoovers - website that delivers comprehensive company, industry, and market intelligence that drives business growth –Company websites –Interviews internal staff The key players in your product category: 1) Competitor 1 2) Competitor 2 3) Competitor 3 4) Competitor 4

Your Company’s Product/Service name Company Logo here Competitor Profiles – Company XX Background and history: Financials: Products: Current Strategy: Market Share: Detail all areas for each competitor.

Your Company’s Product/Service name Company Logo here CONSUMER LEARNINGS What is it that your consumers want? Ex: Professional, Easy, Quick, Safe, Healthy.

Your Company’s Product/Service name Company Logo here UsageTrend What can be said with the trend reports? Is there a reason as to why there is a incline/decline with your company’s product/service? Do you foresee the trend to continue to the next year/s? Source: List source

Your Company’s Product/Service name Company Logo here % Allocation by Activity Source: List Source Based on # of Sets within 6 Months

Your Company’s Product/Service name Company Logo here How Consumers Shop What do they want? What will they purchase? How do they react to price? Ex: Be Healthier Create a Proposal Ex: Vitamins Folders Ex: Vitamin B12 5 tabs folder The Experience the customer will have. Ex: Value High Image consumers less likely to be price sensitive Source: List Source Specific Purchase.

Your Company’s Product/Service name Company Logo here Shopping Behavior Source: List Source What are the shopping trends for your product/service?

Your Company’s Product/Service name Company Logo here Target Consumer Segments Who are your company’s target consumer and what products/services do they tend to purchase? Example: –Women ages –Men ages –Tweens –Suburban Households –College Students Source: List Source

Your Company’s Product/Service name Company Logo here High Value Consumer Source: List Source Who are the High Value Consumers of your product/service. What do they buy and how much of the market share is purchased by them?

Your Company’s Product/Service name Company Logo here Promotions What are some promotions that have been successful or not successful for the company? What promotions need to be created to improve certain product/service sales?

Your Company’s Product/Service name Company Logo here Year XX Learnings What can be learned from the practices conducted this year? Example: Increase spending during spring did not increase sales. Gift w/purchase programs increased sales.

Your Company’s Product/Service name Company Logo here Key Issues & Market Trends

Your Company’s Product/Service name Company Logo here Key Issues & Market Trends List all key issues and trends. Example: Growth Competition Product Life Cycle Space Enablement Awareness/Involvement

Your Company’s Product/Service name Company Logo here SWOT Analysis

Your Company’s Product/Service name Company Logo here SWOT Analysis List Product/Service: Strengths Weakness Opportunities Threats

Your Company’s Product/Service name Company Logo here Consumer Promotion Review

Your Company’s Product/Service name Company Logo here Consumer promotion - Objective and Strategy Objectives of the year XX promotions: Examples: – Gain consumer awareness. – Generate trial. – Encourage repurchase. Promotion Strategy: Examples: – Shift promotion dollars from XX to XX. – Focus on targeted database sampling to increase ROI on promotions. – Gain awareness and trial of new products. –Database sampling –Cross promotion –Consumer Seminar

Your Company’s Product/Service name Company Logo here Consumer promotion - Payback Analysis

Your Company’s Product/Service name Company Logo here Consumer Promotion Payback - Type of Promotion List facts and outcomes for each promotion Note: Currently no other commercial promotion data available. Trade initiatives in place to better track promotion activities in the commercial channel.

Your Company’s Product/Service name Company Logo here The Enablement Menu 6 Avery.com Blank Templates 10 Direct Print Collating Software 5 Auto Reply 9 Direct Print Custom Divider Template CD for MS Word 1 Packaging 2 Formatting and Printing Tips 3 Microsoft Word 4 Microsoft Template Gallery 7 Avery.com Pre-designed Templates 8 Avery.com Print From the Web 11 Software Avery Wizard 12 Software Design Pro

Your Company’s Product/Service name Company Logo here Cross-BU Integration Cross BU Activities and Products

Your Company’s Product/Service name Company Logo here BU Integration Picture View Binders ($7MM Aug YTD, $46MM since launch ’99) and Dividers ($100M Aug YTD 2002 launch year) Flexi-View Binders ($3.9MM Aug YTD, $23MM since launch ‘01), Dividers ($100M Aug YTD 02), Sheet Protectors ($ ???) Drawable Concept - Multiple Product lines within BUs Binders, Dividers, Sheet Protectors Presentation for Dummies (Centis Me-Too) Project not launched but valuable learning process in working together to create a bundled product. IM Templates including spine I.D. Dividers and Binders