1. Shareholders Meeting Instructions

2. 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

3. 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.

4. 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.

5. 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

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

7. 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

8. 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

9. 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