World: ____ Company: ______Date: ______Presenters: BOD Presentation Content Evaluation Form

Content Item Criteria Eval

Executive summary. A brief (one-slide) summary of the value being Clear depiction of value provided including essence of how you have done and what you plan to Summarizes past performance & expected plans & performance do in the future

Critical assessment of performance to date including performance Provides conclusive evaluation of vs.: performance in key areas Identifies gaps company objectives Uses appropriate graphical or tabular displays Provides supporting evidence competitor performance Uses Power Titles and Takeaways

Major problems and successes experienced to date and lessons Identification shows insight into strategic & learned. operational issues Have credible plans to address Major problems & successes encountered during year 4 Provides supporting evidence

Plans to deal with them in future Uses Power Titles and Takeaways

Competitive situation for Year 5 and beyond. Describes expected Demonstrates comprehension of key factors economic situation and competitive environment for year 5 and beyond. in external environment Identifies key aspects of the future environment by Displays credible perspective of likely considering: competitive actions  GDP, CPI forecasts, interest trends, industry trends, etc. Provides supporting evidence  Past and predicted strategies of your competitors Uses Power Titles and Takeaways

Growth and Competitive strategies are clearly stated and define how Demonstrates understanding and application the company competes to attract customers. of competitive strategy concepts Changes display insights into strategy and Recent changes BPG competition Provides supporting evidence Planned changes Uses Power Titles and Takeaways

Objectives, strategies, and plans for Year 5 and beyond Objectives address key performance areas. Objectives are measurable and time limited. States overall objectives for future in key performance areas (1 Objectives, strategies and/or plans are to n) & integrated and consistent Revisions are coherent, supported & credible States key supporting functional objectives (1 to m) Provides supporting evidence

States strategies and plans to achieve overall objectives & Uses Power Titles and Takeaways implement competitive strategy

Expected results for Year 5, 6, & 7 (see sample table in instructions) Clear, error-free & logically supported

 Table display of: unit sales forecast; pro forma income Implications are recognized statement  Forecast assumptions listed separately. Provides supporting evidence Uses Power Titles and Takeaways

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