H&R Block had originally asked the different groups in Dr. Bruce Hartman’s Strategic Management class to prepare a strategic plan in order to implement a Blitz”. After careful research we found that only 10% of “Latino individuals living in Benicia are Hispanic or Latino. With much consideration, the South Hampton office group came to the conclusion that a Blitz” would not be applicable to the South Hampton office due to low Latino “Latino demographics. However, we still believe that it is important for there to be bilingual brochures and tax professionals. After careful deliberation with the H&R Block district manager for Vallejo, Dorothy Lirio-Casa, it was concluded that it would be best if the South Hampton group looked at other alternatives for a relevant project that would tap into underdeveloped markets. Dorothy Lirio-Casa discussed the House Program” with us, and “School encouraged that it be our main focus. Another program mentioned was the of Both”. “Best The South Hampton group decided that a plan inspired by the current district House Program” “School would be the best course of action. Our strategic plan is to expand the House Program” to colleges, with “School different promotions. It is called the Block Program”. “College The current House Program” consists of free tax returns for high school students, a 10% discount “School coupon for parents of high school students, and a flat-fee tax return service for high school teachers. These discounts are only available to students, parents, and teachers at high schools that are official participants of the House Program”. “School This project was compiled to the best of the groups’ capabilities on the information provided. mission is to increase H&R current clientele base 10% by expanding our current tax preparation “Our services to accommodate college students in the Benicia and Vallejo areas. It is our goal to guide them with their tax and financial needs throughout college and into their future careers, by establishing long-term relationships that will last a lifetime. Once the House Program” proves successful, we foresee a national “School implementation of the program within the next 5 years.”
H&R Block had originally asked the different groups in Dr. Bruce Hartman’s Strategic Management class to prepare a strategic plan in order to implement a “Latino Blitz”. After careful research we found that only 10% of individuals living in Benicia are Hispanic or Latino. With much consideration, the South Hampton office group came to the conclusion that a “Latino Blitz” would not be applicable to the South Hampton office due to low Latino demographics. However, we still believe that it is important for there to be bilingual brochures and tax professionals. After careful deliberation with the H&R Block district manager for Vallejo, Dorothy Lirio-Casa, it was concluded that it would be best if the South Hampton group looked at other alternatives for a relevant project that would tap into underdeveloped markets. Dorothy Lirio-Casa discussed the “School House Program” with us, and encouraged that it be our main focus. Another program mentioned was the “Best of Both”. The South Hampton group decided that a plan inspired by the current district “School House Program” would be the best course of action. Our strategic plan is to expand the “School House Program” to colleges, with different promotions. It is called the “College Block Program”. The current “School House Program” consists of free tax returns for high school students, a 10% discount coupon for parents of high school students, and a flat-fee tax return service for high school teachers. These discounts are only available to students, parents, and teachers at high schools that are official participants of the “School House Program”. This project was compiled to the best of the groups’ capabilities on the information provided. “Our mission is to increase H&R current clientele base 10% by expanding our current tax preparation services to accommodate college students in the Benicia and Vallejo areas. It is our goal to guide them with their tax and financial needs throughout college and into their future careers, by establishing long-term relationships that will last a lifetime. Once the “School House Program” proves successful, we foresee a national implementation of the program within the next 5 years.”
hrblock-strategic-plan1.docx