Foundation Management Experience

Spring 2006 – Section 2 – Parise & Taylor

Formal Business Presentations Guidelines

(Feb 22, Mar 15, Apr 5)

The following guidelines are meant to assist you in developing your formal business presentations.
The presentation should not exceed 35 minutes, which will be followed by 10 minutes of Q&A.
You will be timed and asked to stop if the time limit is exceeded. .

1. General business overview: Revisit the mission of the business and the CEOs should give a brief summary of
“the state of the business.”

2. All departments must provide a summary of activities. What has been accomplished since the last formal
presentation (or since the start of the business in the case of the Feb 22 presentation)?
 Don’t simply list what you’ve done, please show what’s been done (e.g., marketing promotions,
advertisements, survey results from community service, pictures of the product being used, etc.)
 What (if any) training activities have taken place.
 What have you learned as a department? What’s working and what’s not working? What has
happened that you didn’t expect?
 What “course corrections” are needed at this stage in the business?
 What are the major goals for the department (now until the next presentation)?
 Note: This is the presentation where detail is needed.

3. Financial data must include:

 An income statement for the current week and cumulative to date against projected weekly and
cumulative targets. Business weeks run Tuesday to Tuesday to allow time to prepare weekly reporting.
 A balance sheet, for the period (i.e., week) ending is also required.
 You need not show transactions during the presentation, but they must be included in the Excel
workbook emailed to the professors.

4. Sales data (product and business totals in units and dollars) must be displayed by week, actual vs. projected,
in a chart. You may wish to include charts illustrating the top three and bottom three sales performers
(individuals or teams if more appropriate to your business situation.). Also consider showing charts/graphs
illustrating the breakdown of sales (e.g. Internet vs on campus, male vs. female, class year,
faculty/student/staff etc.)

5. Inventory data, reconciled with financial and sales data, must be reported weekly. This reporting should
indicate how much inventory is in storage, how much is signed out to employees, and how much can be
found at other sites (if applicable to your business situation.)

IMPORTANT: The presentation should not be comprised of 7-9 mini

department presentations. You should tell a coherent story that is
presented in a very smooth fashion with seamless transitions. The
presentation should showcase your understanding of the connections
between departments. We strongly encourage you to meet with the
mentors prior to each presentation. Katie and Golf can help with your
“story.”