Business Profile GroupBusiness Profile Group

1st Meeting Tuesday 9/20/11

Class 7

Project OverviewProject Overview

• There are eight (8) separate groups – “A” thru “H” – There are six (6) students per group– Each of you has been assigned to

one of the groups.

Project GroupsProject Groups

Project GroupsProject Groups

• The following students need to sign up on my website at http://onlinecabrillo.org/

• Enrollment key: klein72192

Project OverviewProject Overview

• There are five (5) assignments due over the course of the semester. – The project accounts for a significant

portion [22%] of your grade in the class.– There area total of 100 points available

from the project, half of which are earned by the group, and half by individual effort, as follows:

• Profile A (5 points) group grade• Profile B (5 points) group grade• Profile C (30 points) group grade• Profile D (10 points) group grade• Profile E (50 points) individual grade

Project OverviewProject Overview

• Produce an 8 – 10 page typed profile of:– A public [market-listed stock] company of

your choice. – A company based in the Monterey Bay area

or at least doing business in this area.– Once you’ve decided on a company,

someone from your group MUST get approval from me.

– Each group must have a different company. Selection will be on a first come-fist serve basis

Company InformationCompany Information

• Finance.Yahoo.com• Sectors:

– Basic Materials– Conglomerates– Consumer Goods– Financial– Healthcare– Industerial Goods– Services Technology Utilities

Company InformationCompany Information

• Sectors / Industries• SIC – Standard Industrial Classification• Corporate Headquarters• Fiscal Year• Income Statements & Balance Sheets – 4

years• Primary Products/Services• Corporate Annual reports• SEC Filings: 8K, 10K reports• Comparisons between like industries

Company InformationCompany Information

• Corporations are required to file annual reports on Form 10 - K

• Corporations are required to file quarterly reports on Form 10 – Q

• Corporations are required to file certain material corporate events on a more current basis on Form 8 – K announcing any major events that shareholders should know about.

Project Profile A OverviewProject Profile A Overview

• Profile A • A single document including the name and

symbol of your company, a one-paragraph description of their business, and financials including balance sheet and income statement for the last four (4) years.

• Be sure to include a heading with your group number, course, date, and names of all group members.

Project Profile B OverviewProject Profile B Overview

• Profile B A single document describing your group’s plan

for completing the project, including allocation of tasks, a timeline with key milestones (including those already completed), an outline of your paper, and your communication plan among the group.

Be sure to include a heading with your group number, course, date, and names of all group members.

Project Profile C OverviewProject Profile C Overview

• Profile C Paper due, including heading.

Be sure to include a heading with your name, group number, course, and date.

Project Profile D OverviewProject Profile D Overview

• Profile D Class presentations, 10 minutes. Arrange for any special equipment or loading of PowerPoint slides at least two days in advance

Project Profile E OverviewProject Profile E Overview

• Profile E An individual document from each student, two (2) pages (double-spaced, typed) with your reflections on how the group worked.

• No names. Be sure to include a heading with your name, group number, course, and date.