1. H&R BLOCK South Hampton Office
Presented for:
Dr. Bruce Hartman
Dorothy Lirio-Casa
Vince Largo
Presented by:
Valerie Potts
Lila Schwarzbach
Timothy Gerritsen
Brett Lowers
Fall Semester
December 18th, 2009

2. Mission statement
“Our mission is to increase H&R Block’s current clientele base 10% by expanding our current tax preparation services to accommodate college students in the Benicia and Vallejo areas. It is our goal to guide them with their tax and financial needs throughout college and into their future careers, by establishing long-term relationships that will last a lifetime. Once the “College Block Program” proves successful, we foresee a national implementation of the program within the next 5 years.”

4. Evolution of strategy
H&R Block originally proposed we focus on the “Latino Blitz”
Only 10% of individuals living in Benicia are Hispanic or Latino
“Latino Blitz” would not be applicable to the South Hampton office due to low Latino demographics
Bilingual brochures and tax professionals
Other alternatives were explored

5. Alternate plans Expansion of the School House Program Best of Both
College Block Program
Best of Both
Target Markets
High school graduates
College freshmen starting their collegiate career.
Existing college students
Professors

6. College block
The “College Block Program” was inspired by the “School House Program”
Potential commercial spin-off of the community service based “School House Program”
Follow-up of established relationship with high school students, as well as completely new relationships with college students

7. College block The “College Block Program” offers:
Flat fee of $40 per tax filing for college students
Flat fee of $30 for students with a GPA of 3.5 or higher
A maximum income level will be established
Discounted tax filings are available for students who exceed the preset limit
Discounted tax filings for professors

10. Dr Bruce Hartman
1 Morrow Cove
Vallejo, CA 94590

11. college block goals
Establish and maintain close relationships with at least 10% college students at participating colleges within the next 2 years
See success in the program, and expand it nationally by 2015

12. Implementation Implemented in colleges in the area such as:
The California Maritime Academy
Diablo Valley College
St. Mary’s College
Laney College
Touro University
Contra Costa Community College
UC Davis
Solano Community College
College campus visits
Presentations to students and professors
Distribute flyers and coupons at presentations and through and snail mail

13. College Block Program
Latino Blitz
School House Program
Best of Both

14. Plus minus interesting matrix
Great new service +5
Not community based -3
Niche opportunity +3
Could help students across the nation + 3
Possibly a high investment in "cost cutting economic times" -4
We are in a decent position for a trial in Benicia district. +3
Offers teachers a break +2
How many students file a full tax-return? -3
Long-term relationship with students +3
Potential huge market +3 16 -7 3
Total: +12

15. Porter’s five forces model

16. Concluding thoughts
In our opinion, based on our research, the “College Block Program” as a strategy has great potential across many different areas as discussed in our strategic proposal
The plan was created based on the limited information provided, so it should be scalable for local and nationwide implementation

17. Q & A