1. Developing A Class Series
Mary Ann Davis – Diane DeGrand

2. What We Will Cover
Educational book series
Seven or four class series
Project scope
Establish a plan
Advantages/Disadvantages

3. Educational Book Series
Published by BetterInvesting
Six books available at this time
Stock Selection Handbook
Investment Club Operations
Introduction to Successful Investing
Mutual Fund
Investing for Life Youth
Computerized Investing & the Internet
Member cost is $15.00 each

4. Stock Selection Handbook
Free to SSG class series of 10 hours or more
Free sets of manual forms
Priced as series - includes book
Individual class
Book saves printing costs

5. Advantage of Class Series
Money received upfront
Increases class attendance
Each class builds on previous class
Free Stock Selection Handbook & forms

6. Project Scope
Develop four or seven class series
Use Stock Selection Handbook as a textbook
Priced as a series plus individual classes
Two teachers per class
Lead teacher develop outline
Train the teacher sessions

7. Establish a Plan - Details
What needs to be done
Teachers need to read & reread handbook
Become familiar with PowerPoint
Who will do it (Teachers volunteer for classes)
Teacher class preparation ( 20 – 30 hours/class)
Chapters average expense ($ per class)
Room rental - $155
Printing $25.56
Supplies $5

8. Specifics of Plan
Classes will be taught using Stock Selection Handbook methods
Each class will build on the previous class
Homework and reading will be assigned for each class based on number of classes in series
Classes will be two and a half hours long
Classes created to suit each teacher’s style of teaching

9. Involve Chapter Directors
Project manager is the lead and
PowerPoint designer
Teachers
New
Experienced
Other chapter directors
Registration
Treasurer - budget
Facilities - arrange and book
Publicity

10. Project manager/PPT designer
Job Responsibilities
Project manager/PPT designer
Review outline from lead teacher
Create PowerPoint
Teachers
Review PowerPoint presentation
Recommend changes to PowerPoint
Rehearse presentation
Present classes

11. Project Manager Job Description
Coordinate project
Verify that teachers are turning in outline
Keep project flowing
Keep project on schedule
Document ideas – not necessarily including all of them
Coordinate meetings
Set up practice schedules

12. Marketing Class Series
Classes scheduled on specific day of the week in the months of X
Offered as seven class series for $75
Series included Stock Selection Handbook
$120 value
Classes offered as individual sessions - $15
Book available for purchase - $15

13. Timeline Start date – Jan 1, 2004
Set timeline for materials to be completed
Detailed later
Keep teams on schedule
End date for first class – August 26, 2004
One month prior to first class
First dress rehearsal
Invite other directors/chapters to critique

14. Rehearse presentation Before live audience
Train the Teacher
Rehearse presentation
Before live audience
Invited neighboring directors
Critiqued presentation
Offered suggestions
Received copy of PowerPoint
Received all handout materials

15. Time Line Set order of tasks and time requirements
Estimate duration for each task (Project Manager)
Time to develop each PPT
Set order of tasks and time requirements
Example – PPT must be completed by X date
Required before printing can be done
Required before rehearsal can be held
150 to 200 hours required to prepare each class

16. Project Manager & Teachers
Create PowerPoint
Create & print handouts
PowerPoint presentations
Create, review, revise, review, practice
Rehearsal
Present class

17. Computer Group Involvement
Knowledge of PowerPoint
Develop teaching skills using PowerPoint
Need computer skills
Build team work within chapter

18. Student Survey Reasons students signed up for class
To learn BetterInvesting methodology
Understand how and where the numbers come from on the stock selection guide
Liked being able to ask questions of teachers
Liked having a textbook to follow
75 % owned computers, 73% used Toolkit

19. Power Point Advantages
Very professional appearance
Easy to see and read
Slides serve as notes for teacher
Keeps presenter on topic
More detailed and animated examples

20. Power Point Disadvantages
Teachers not familiar with PowerPoint
Didn’t practice enough using PowerPoint
Many teachers did not own PowerPoint
Teachers uncomfortable using wireless remote
Lacked time to develop notes to go with slides

21. Class Organization
Each class started with homework review of previous class
Each class was 2 ½ hours in length
PowerPoint slides was main media
Some instructors used overhead projector

22. Monitor & Control the Process
Are the project objectives being met?
No deviations from the objectives
Are tasks due dates on time?
Is the budget under control?

23. Changes for Future
Homework stocks identified as B & C
Students preferred knowing the stocks they were studying
Use Value Line as printed – saves time
Students can import data from S & P Stock Data Service
Can assign more stocks for homework
Use Toolkit for examples in PPT rather than Classic

24. Seven or Four Class Series
Chapters free to use series as is or
Present as a four class series
Ten Hour SSG series = free Stock Selection Handbook
Chapters can edit, delete and or change slides
Value Lines included that are used in series
Please give credit to the developer

25. Invitation This class series is a work in progress
Would you like to create the speaker notes?
You can edit slides in any way – add, delete, redo
Change template or modify line spacing
Use one slide, one class or X number of classes
Rearrange slides
Please share your work

26. A Sneak Preview of Series
Session 1
A Sneak Preview of Series

27. Milwaukee Chapter What Is BetterInvesting?
What Is the Milwaukee Chapter?
(Insert your chapters name)
What are we going to be covering in this series?
What are we going to be covering in this session?

28. BetterInvesting BetterInvesting Community
Four Principles of investing.
Invest regularly.
Reinvest earnings.
Invest in Quality Growth Companies.
Diversify.

29. The Milwaukee Chapter A group of local volunteers
Supports clubs and individual members in the Milwaukee and surrounding areas
Investment classes
Club Visits
Annual Dinner Meeting
Annual Investment fair

30. Topics Covered in Series
Session 1: Introduction to investing in stocks
Session 2: Evaluating past growth to project the future
Session 3: Evaluating Management
Session 4: Finding the best company. Software applications

31. Topics Covered in Series
Session 5: Computer application and How to find and buy a stock
Session 6: Portfolio management & When to Sell
Session 7: Record keeping, annual reports and financial reports

32. Compounded annual growth rate = 14.87%
Compound Growth Rate
Year
Sales
Dollar Increase
% Increase
Year 0
$1,000,000
Year 1
$1,148,700
$148,700
14.9%
Year 2
$1,319,512
$170812
Year 3
$1,515,723
$196,211
Year 4
$1,741,111
$225,388
Year 5
$2,000,014
$258,903
Compounded annual growth rate = 14.87%
Page 12 in Handbook

33. Session Two - Chapters 7 - 10
Review Session One homework
Summary of SSG
Summarize each section of SSG
SSG Front
SSG header
Past growth trend lines
Research & estimating future growth

34. Session Two - Chapters 7 - 10
Handouts For Homework
Two SSG Forms
Homework
Complete front side of SSG for two companies from Session One
Read Chapters 11 through 14

35. SSG Graph Visual analysis of sales, earnings and price
Look for upward trends
EPS should follow Sales

36. Sales Plot Years 2002 & 2003 Sales 373 452 535 580 651 757 920 1030
2001
757
2000
651
1999
580
535
1998
1997
452
1996
373
1995
1994
Sales
373
452
535
580
651
757
920
1030
Year
1994
1995
1996
1997
1998
1999
2000
2001

37. Determine Historic Growth
Midpoint Calculations
Midpoint equals 5 year total divided by 5
Historical Sales Growth__% Historical EPS Growth__%

38. Determine Historical Growth
1st Midpoint Calculations
Sales 94-98
373.3
452.3
535.2
580.3
651.4
Total =
Average = 518.5
Plot the Midpoint for
the First Five Years

39. Determine Historical Growth
2nd Midpoint Calculations
757.4
920.6
1030.7
1191.9
1390.3
Total =
Average =
Plot the Midpoint for
the Last Five Years

40. Draw a Trend Line Through the Two Midpoint Calculations

41. Historical Sales Growth 15%

42. Sales (Page 42, #16 on VL) Sales 373 452 535 580 651 757 920 1030 1191
1390
Year
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
Sales (Page 42, #16 on VL)

43. Market Price
P/E Ratio

44. Sell
Above
Alt B
Buy
Below

45. Sell
Above
Buy
Below
ALT G
View price or PE

46. Alt R

47. Attendance/Financials
32 subscribers X $ = $2400
87 individuals X $ = $1305
Total Income $3705
Total expenses $
Net Profit $

48. Mary Ann Davis - Diane DeGrand
Thank You
Mary Ann Davis - Diane DeGrand