Professional Documents
Culture Documents
Group 11 MANCONS 530 700 TTH
Group 11 MANCONS 530 700 TTH
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TABLE OF CONTENTS
I. EXECUTIVESUMMARY.............................................................. 2
A. Tag line …………………………………………… 3
II. GETTING TO KNOW THE CLIENT………….......................... 4
A. MFC Merchandise: Balloons and Party Needs -
The Breakthrough…………………………….5
B. Industry Growth……………………………………... 5
III. ENGAGING THE CLIENT............................................................ 6
A. Engagement Objectives………………………………7
B. Scope Limitations…………………………………….7
C. The Models…………………………………………...7
IV. INDUSTRY AND COMPANY FINDINGS................................... 8
A. Flow of Operations………………………………….. 9
B. Porter’s Five Forces Analysis………………………..10
C. SWOT Analysis……………………………………...11
V. CLIENT RECOMMENDATIONS.................................................12
A. Option to Reduce the Five Forces……………………13
B. Recommendations …………………………..……… 14
C. Milestone ……………………………………………16
D. Business Proposal……………………………………17
a. Major Capital Acquisition……………….………17
b. Seminars and Workshops……………………..…17
VI. MONITORING INITIATIVES.......................................................18
A. Monitoring……………………………………...........19
VII. APPENDIX........................................................................................20
A. Documentations.........................................................21
B. Engagement Letter.....................................................24
C. Curriculum Vitae.......................................................28
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EXECUTIVE SUMMARY
2
Making every occasion,
Magical
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A. MFC Merchandise: Balloons and Party Needs - The Breakthrough
MFC Balloons and Party needs started in 2014,
when Mr. and Mrs. Canayong received a call from a
friend if they can order some balloons since they
were in Cebu at that time. Taking the opportunity of
that time when almost all businesses in Tacloban
were in hiatus, they have conceived the idea of
opening a balloon and party need shop in thier
hometown in Alangalang Leyte. It primarily
operates on receiving orders from customers for
birthday parties. On the same year, it opened its first branch in Marasbaras Tacloban City.
Since then, it expanded its operation by extending the product and service that they offer.
MFC Balloons and Party Needs have a satisfying review on social media and is
recommended by many people including the Office of the Mayor of Tacloban City. They were
also the speakers of the 24th Foundation Anniversary and Intramurals Celebration -Opening of
the Entrep. Mall in Saint Paul School of Professional Studies.
They plan on extending their products and services that they offer. They also have plans in
undertaking major acquisitions that will help them improve the quality of their work. MFC
Balloons and Party needs stable and they wish to continue their business without compromising
the trust of their customers.
B. Industry Growth
The special events industry has grown enormously in the past decade. According to
recent research conducted by Dr. Joe Goldblatt, CSEP (Certified Special Events Professional),
spending for special events worldwide is $500 billion annually. "Suffice it to say, the
marketplace is large enough to support and sustain your endeavour," says Goldblatt. "
The demand for this kind of service is expected to grow continuously. Technology
related to communication has improved considerably in recent decades, but not in a way that
would replace the need for occasional events, seminars, or conventions designed to be attended
in person.
The target markets are middle to upper-middle class families, couples, individuals, or
private and public organizations. We chose these groups because they are most able to afford
this kind of service and have the least amount of time to spare for event planning in general.
The fast pace of the world we live in leaves little time for extra things we would like to do, like
plan events, parties, and social get-togethers. Occasions fills the need by being available to take
on the burden of planning so that people can spend time on more important things, like family
and friends. The demand for this service can only increase considering the rise in incomes,
population, and need for interpersonal relations in the workplace.
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A. ENGAGEMENT OBJECTIVES
B. SCOPE LIMITATION
The team considered obtaining financial information from the client to better assess
the overall financial health of the entity. They disclosed to us how they are being taxed by the
government. We were also able to have a close look on their Tax Forms and their Statement
of Cash flows.
C. MODELS USED
The engagement team utilized various tools and models in conducting the
engagement. Specifically, the Five Forces Model, SWOT Analysis, and the Balanced
Scorecard – inspired approach were used.
The Five Forces Model of analysis was developed by Michael Porter to analyze the
competitive environment in which a product or company works.it assesses five factors
namely: threat of entry, supplier power, buyer power, competitive rivalry, and threat of
substitutes. It is a framework for understanding the competitive forces at work in an industry,
and which drive the way economic value is divided among industry actors.
And lastly, SWOT Analysis is a situation analysis in which internal strengths and
weaknesses of an organization, and external opportunities and threats faced by it are closely
examined to chart a strategy. SWOT stands for strengths, weaknesses, opportunities, and
threats.
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START
A. FLOW OF OPERATION
Customer will come to the shop or
call through the phone to book
reservation. Negotiate with the Book Reservations Online Reservations
customer what kind of set-up they
want. Check the availability of
resources. If there is no stock, contact
the supplier if it can be delivered on Negotiate with
designated date. If resources are customers.
already available, book the
reservation upon the 50% down-
payment. Require the full payment 1 Availability of
day before the event. On the agreed resources
date, arrive from the venue at least 2-
3 hrs before the scheduled time of the
event. Start designing and organizing.
Pack-up after everything has been
settled (party).
Are there
Down-payment Contact Supplier
available
50% resources?
s
ASK Full
Payment. (1 day Will the
before event) resources be
available?
Render Service.
And pack up after.
Resupply the
END
shop. DECLINE
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B. PORTER’S FIVE FORCES MODEL
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C. SWOT ANALYSIS
The following SWOT analysis captures the key strengths and weaknesses within the
business, and describes the opportunities and threats facing Fluff n’ Fold.
STRENGTH WEAKNESSES
-Cheaper price as compared to -Difficulty of getting the fund
competitors. -Delay of arrival in the event
-Trained and motivated workers. -Lack of transportation equipment
-Good service.
OPPORTUNITIES THREATS
-Little competition -Allowance for damaged inventories
-In-demand in market -High fixed expenses
-Known by big businesses in town -Bad debts
-Reputation in market because good -Reputation in market because of
service delayed service
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A. OPTION TO REDUCE THE FIVE FORCES
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B. RECOMMENDATIONS
On the 3rd Day of August 2018, we went to our clients’ business place hoping that we
would get the chance to meet them. But unfortunately, busy as expected for them to be, they
weren’t around during that time due to business matters so we only got the chance to talk
with the person they put in-charge during that day. Well, despite missing the chance to meet
them, hardship was still not the case for us since they have immediately responded by the
time we contacted them, and that settled everything in relation to our proposed engagement
with them. And that is one thing we have clearly observed and noticed, they are very much
accommodating and can easily get along with people which in our opinion is considered as an
advantage for them in dealing with their clients/customers.
After the said agreement and approval, we finally got the chance to meet them.
Gladly, they were very much accommodating in catering us with the necessary information
needed for this engagement.
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C. MILESTONE
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D. BUSINESS PROPOSAL
a.) Major Capital Acquisition
The said entity encounters great difficulties in their operation due to unavailability
of transportation needed to carry all the necessary things needed for particular
events. To avoid any delays in relation to this that might affect customer
satisfaction and for the purpose of improving company operation, we recommend
the acquisition of the following:
1. Sharpen their skills: Learn new ideas and approaches to make you more
effective and efficient at work.
2. Learn in a new space: exposure to different kinds of environments enables
them to uncover new approaches that will grow the business.
3. Explore new ways of working: Get hands-on information that is specific to
the business, directly from the experts. A well run conference will help them
curate new ideas to help improve their approach. Even though there is lot
information on the web, workshops and seminars will cut through the clutter
to deliver the best content specific to ones’ industry.
4. Get greater focus: The flip side of learning new things is relearning classic
techniques. Workshops create opportunities for greater focus and reflection
that could help you take your business to the next level.
5. Invest in your people: Investing for the improvement of your employees
skills is an investment to your company.
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c.) Mission and Vision Statement
MISSION: To become the leader in the party events and supplies industry by
offering the best products and services at competitive prices across all facets
within a multi-channel platform of corporates, retail and online business to be
accesible, convenient, affordable and professional in all services.
VISION: MFC Merchandise, Balloons and Party Needs envisions as being the
region’s leader in managing events of all nature and magnitude and the preferred
event partner of the most prestigious organizationsin the country
OBJECTIVES:
Be connected with the attendees.
Satisfy our customer with the qaulity of service and products we provide
Security Bank offers a SME Business Loan and is perfect for businesses looking
to finance short-term needs.
MINIMUM LOAN AMOUNT- P1,000,000
MAXIMUM LOAN AMOUNT- P5,000,000
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Monitoring is one of the ways to check the implementation and effectiveness of the
applied recommendations. This is a significant step in knowing about the current position of
the entity from the last application of policies. It is also a way to see the improvements and
after-effect of the suggested recommendations.
The team monitored whether the company has improved its operations or whether it has
undergone the recommended processes or other particular form of action has been performed.
The team also monitored any changes or improvements in its operations after the last
engagement field work until the day of monitoring by the concerned engagement team.
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A. DOCUMENTATION
FIRST VISIT
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SECOND VISIT
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THIRD VISIT
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B. ENGAGEMENT LETTER
August 5, 2018
Ma’am,
With much delight, we, the AMMLA Consulting Group would like to thank you for
this opportunity to act as your management consultant and to let us provide you of our
professional service regarding this matter. Our objective is to help your entity in developing
its strength to be of its most effective and most efficient operation. This letter confirms our
understanding of the terms and objectives of our engagement and the nature and limitations
of the services that we will provide. Our engagement will be conducted in accordance with
The primary purpose of this engagement letter is to set the source on which we act as
the Consultant of the Company and our corresponding engagement work. As the Consultant,
we are bound to help organizations improve its performance, operate primarily through the
analysis of existing organizational problems and the development of plans for improvement.
We will help the organization and you, as the client, to bring your own methodologies or
frameworks to guide the identification of problems and to serve as the basis for
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We have agreed to perform the following procedures and report to you the factual
1. TERM. This agreement will be for a period of three (3) visits. Either of us may
a. Observe the daily operations of the business and identify controls implemented to
b. Review of analysis of, and develop recommendations for issues in the current
c. Preparation of a final report and oral presentation for the management of the
a. It is the mutual intent of the parties that the Consultant shall act strictly in a
b. The Consultant reserves full control of his activities as to the manner and selection
Company.
c. The Consultant agrees to perform his activities in accordance with the highest and
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4. FEES. The Consultant give assurance that we will not collect any monetary amount,
purely to help the Company in a possible manner we can and to carry on our
description relating thereto, as well as copies of the foregoing, relating to the work
performed under this agreement or any part thereof, shall be subject to the inspection
of the Company at all reasonable times; and the Consultant shall afford the Company
proper facilities for such inspection; and further shall be the property of the Company
and may be used by the Company for any purpose whatsoever without any claim on
the part of the Consultant for compensation, and subject to the right of the Consultant
6. CONFIDENTIALITY.
a. It is understood that in the performance of our duties, the Consultant will obtain
information about both the Company and the Company’s client, and that such
information may include financial data, client lists, and methods of operating,
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b. The Consultant agrees to restrict our use of such above-mentioned information to
agrees to return to the Company and to the Company’s client upon the completion
of his duties any and all documents (originals and copies) taken from either
This agreement constitutes the entire contract between the parties and may be cancelled,
modified, or amended only by a written supplemental document executed by each of the parties
hereto.
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C. CURICULUM VITAEs
Personal Information
Date of Birth: August 25, 1998
Status: Single
Sex: Female
Nationality: Filipino
Education
ELEMENTARY EDUCATION:
SECONDARY EDUCATION:
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Second Year-3rd Honor
Third Year- 3rd Honor
Fourth Year- 2nd Honorable Mention
TERTIARY EDUCATION:
Leadership
Seminars Attended:
RFBT Updates
Delegate
March 2018
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Seminar Series in Taxation II
Delegate
March 2018
Delegate
August 2017
Delegate
July 2017
Delegate
September 2016
Delegate
July 2016
30
Project Planning Seminar
Delegate
September 2016
Protocol Seminar
Delegate
September 2016
Delegate
October 2016
Delegate
October 2016
Delegate
September 2016
J FACTOR Seminar
Delegate
October 2016
31
Communication
Emphatic listener and persuasive speaker
Excellent presentation and negotiation skills
Speaking in public, to groups, or via electronic media
References
Mr. Gerald Resula, CPA
09959967017
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JEVIE M. CARZON
Personal Information
Date of Birth: July 1, 1998
Status: Single
Sex: Male
Nationality: Filipino
St. District IV
La Paz, Leyte 6508 Education
ELEMENTARY EDUCATION:
+639353078485
La Paz Central School [La Paz, Leyte]
SECONDARY EDUCATION:
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Special Science Class – Valedictorian
TERTIARY EDUCATION:
Leadership
May 26, 2018–Present
National Standing Committee • Media and Documentation •
National Federation of Junior Philippine Institute of
Accountants (NFJPIA)
July 1, 2018–Present
Standing Committee • Non-Academics • JPIA-SPSPS Chapter
June 2018–Present
Member • Metro Tacloban Ruperto Kangleon Junior Jaycees
Seminars Attended:
RFBT Updates
Delegate
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March 2018
Delegate
March 2018
Delegate
August 2017
Delegate
July 2017
Delegate
January 2018
Delegate
January 2018
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Delegate
January 2018
Delegate
January 2018
Delegate
January 2018
Delegate
Tingog Sinirangan
Delegate
Tingog Sinirangan
Delegate
Tingog Sinirangan
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Effective Communications Seminar
Delegate
Tingog Sinirangan
August 6, 2018
Communication
Emphatic listener and persuasive speaker
Excellent presentation and negotiation skills
Speaking in public, to groups, or via electronic media
References
Jerome S. Chavez
094364367434
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LEAH NISSAN D.
REALINO
Personal Information
Date of Birth: January 1, 1998
Status: Single
Sex: Female
Nationality: Filipino
+639271666040
Education
leahnissan@gmail.com
ELEMENTARY EDUCATION:
SECONDARY EDUCATION:
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Second Year- Aspirant
Third Year- Aspirant
TERTIARY EDUCATION:
- Bachelor of Science in
Accountancy
Leadership
June 2017–Present
Member • Metro Tacloban Ruperto
Kangleon Junior Jaycees
Seminars Attended:
RFBT Updates
Delegate
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Saint Paul School of Professional
Studies
March 2018
Delegate
March 2018
Delegate
August 2017
Delegate
July 2017
Delegate
September 2016
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“WAS IT I OR ME? AVOIDING
GRAMMAR PET PEEVES IN BUSINESS”
Delegate
July 2016
Delegate
September 2016
Protocol Seminar
Delegate
September 2016
Delegate
October 2016
Delegate
October 2016
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Delegate
September 2016
J FACTOR Seminar
Delegate
October 2016
Communication
Emphatic listener and persuasive
speaker
Excellent presentation and
negotiation skills
Speaking in public, to groups, or
via electronic media
References
Mr. Gerald Resula, CPA
09959967017
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Mrs. Arestea Altejar
Faculty Member
Abuyog South Central School
09472260828
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CHARINA LERMA A. RAPADA
Personal Information
Date of Birth: July 1, 1997
Place of Birth: Borongan City, Eastern Samar
Status: Single
Sex: Female
Nationality: Filipino
Religion: Roman Catholic
Language Spoken: English, Filipino, Waray
Education
ELEMENTARY EDUCATION:
Eugenio S. Daza Pilot Elementary School [Borongan
City, Eastern Samar]
Grade 1 - Special Academic Award
Grade 2 - Special Academic Award
jeviemcarzon.wixsite.com/ Grade 3 - Special Academic Award
spillitout1010 Grade 4 - Special Academic Award
Grade 5 - Special Academic Award
Grade 6 - With Honor
SECONDARY EDUCATION:
Eastern Samar National Comprehensive High School
[Borongan City, Eastern Samar]
First Year - Special Academic Award
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Second Year - Special Academic Award
Third Year - Special Academic Award
Fourth Year - Special Academic Award
TERTIARY EDUCATION:
Saint Paul School of Professional Studies [Campetic,
Palo, Leyte]
- Bachelor of Science in Accountancy
Second Honor 1st Year - 1st Semester
Dean’s Lister 1st Year - 2nd Semester
Second Honor 2nd Year - 1st Semester
Dean’s Lister 2nd Year - 2nd Semester
Dean’s Lister 3rd Year - 1st Semester
Dean’s Lister 3rd Year - 2nd Semester
Dean’s Lister 4th Year - 2nd Semester
Leadership
June 2015–present
Membership • JPIA-SPSPS Chapter
June 2013–April 2014
Chair • Supreme Student Government - Commission on
Elections
October 24, 2013
Chief Girl Scout Medalist - Visayas Region
Seminars Attended:
RFBT Updates
Delegate
Saint Paul School of Professional Studies
March 2018
46
Seminar Series in Taxation II
Delegate
Saint Paul School of Professional Studies
March 2018
Communication
Emphatic listener and persuasive speaker
Excellent presentation and negotiation skills
Speaking in public, to groups, or via electronic media
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References
Emmanuel Calero, CPA
Executive Director
Philippine Chamber of Commerce and Industry - Leyte
Chapter
Nancy A. Militante
Secretary
Philippine Chamber of Commerce and Industry - Leyte
Chapter
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KAYE CLEO L. MAGPILI
Personal Information
Date of Birth: October 4, 1997
Status: Single
Sex: Female
Nationality: Filipino
+639365757648
Education
ELEMENTARY EDUCATION:
SECONDARY EDUCATION:
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TERTIARY EDUCATION:
Seminars Attended:
RFBT Updates
Delegate
March 2018
Delegate
March 2018
Delegate
August 2017
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“Susuka Pero Hindi Susuko”
Delegate
July 2017
Communication
Emphatic listener and persuasive speaker
Excellent presentation and negotiation skills
Speaking in public, to groups, or via electronic media
References
Jerome S. Chavez
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