1. Team…

2.  Outline of the presentation topics to be discussed

3.  The problem statement should be a clear, concise statement of exactly what needs to be addressed  Tip: Try not to over-think the problem, as a general rule, you ‘gut instinct’ is usually right  Consider the urgency of the problem

4.  Who are these people?  Describe the lifestyle that they leads  What are their financial goals?

5.  Are there any issues with Raj & Nakita’s current financial situation?  What are their revenue sources?  Where are their expenses? Is this appropriate?  If possible, use tables or graphs to show your analysis  This will likely require more than one slide…

6.  Outline STRENGTHS of their current situation (INTERNAL)

7.  Outline WEAKNESS of their current situation (INTERNAL)

8.  Outline OPPORTUNITIES of their current situation (EXTERNAL)

9.  Outline THREATS of their current situation (EXTERNAL)

10.  3 alternatives  All need to be viable options  One option may be “the status quo” or no changes

11.  Explain what this means for Raj & Nakita  Pros/cons

12.  Explain what this means for Raj & Nakita  Pros/cons

13.  Explain what this means for Raj & Nakita  Pros/cons

14.  How do you choose between your options? Explain why you selected the option you did  Consider comfort level with risk, length of time required to reach financial goals, Raj & Nakita’s personal satisfaction, potential for future earnings, etc.

15.  Alternatives should be measured against the key decision criteria you listed on the last slide  Most suitable alternative should be selected and state why it was the best fit

16.  What are the next steps for Raj & Nakita? This can be broken down into short term, medium term and long term  How does he make your recommended changes?  Be very specific here  What is the urgency of the situation? (how urgent should they implement your suggestions?