Annual Report Temp

ANNUAL REPORT
Company Logo
Company Name
A Junior Achievement Company

Program Year 2017 – 2018
Junior Achievement (JA) Philippines

Unit 802 Emilia Building 1299 Batangas St.
Brgy. San Isidro, Makati City
Company Name
A Junior Achievement Company
Annual Report Committee
Editor-in-Chief
Company CEO Name
Members
Date
December 2017
i
Annual Report (Logo Here)
MESSAGE FROM THE CEO
De La Salle Lipa
ABM, Senior High School
ii
TABLE OF CONTENTS
Page
Message from the CEO i
I Company Overview
Mission-Vision …………………………………………………………… 1
Values ……………………………………………………………………..
The Product ………………………………………………………………..
II Department Overview Letter
VP for Finance’s Report to Stockholders ……………………………...…..
VP for Production’s Report to Stockholders ………………………………
VP for Sales and Marketing’s Report to Stockholders ……………………
VP for Human Resource’s Report to Stockholders ………………………..
VP for Public Relations’ Report to Stockholders ………………………….
III Company By-Laws ………………………………………………………...
IV The Management Team…………………………………………………….
V Liquidation report ………………………………………………………….
Appendices
De La Salle Lipa
1
Company Overview
Mission:
Vision:
Values:
2
The Product
3
CEO’s Letter to Stockholders

4
Department Overview Letter
Vice President for Finance

5
JUNIOR ACHIEVEMENT OF THE PHILIPPINES, INC.

MINI-COMPANY PROGRAM 2017-2018
COMPANY NAME
SALES AND FINANCIAL REPORT
September 2017
September 2017 Cumulative (year to date)
Sales for the Actual Plan Variance % Actual Plan Variance %

month
Volume/quantity
Values/revenue
Margin
Margin (%)
October Plan Forecast Forecast
Volume/quantity
Values/revenue
Margin
6
October 2017
October 2017 Cumulative (year to date)
Sales for the Actual Plan Variance % Actual Plan Variance %

month
Volume/quantity
Values/revenue
Margin
Margin (%)
November Plan Forecast Forecast
Volume/quantity
Values/revenue
Margin
Summary of Sales Performance
Market and Competitor Comments
Report compiled by __________________________ Date _________________________

VP for Finance
7
Financial Statement of Activities
Statement of Activities
For the period _____
Gross Sales P
Less: Sales Discount
Net Sales
Less: Cost of Sales/Cost of Goods Sold
Gross Profit
Less: Expenses
Sales Tax
Wages, Salaries, and Commissions
Other Expenses
Total Expenses
Net Profit/Loss
(Total Income – Total Expenses)
8
Statement of Financial Position

9
Vice President for Production

10
Production Plan Overview
Company Quality-Control Procedures
Production Goals
Packaging
PRODUCT INFORMATION
-this portion includes ingredients/composition of your product-
PRODUCTION OUTPUT
Production Date Item Ingredients/Materials Output Quantity

11
PRODUCTION PROCESS
-this portion includes process flow chart and the actual steps in producing your product-
12
Vice President for Sales and Marketing

13
Marketing Plan Overview
Target Market
Distribution
Marketing Strategies
Marketing Survey
Table __
Product satisfaction survey results

Customer Satisfaction Mean Interpretation
1 Product/s provided by this mini company have met my overall expectations.
2 I am satisfied with the product/s offered by this mini company
Composite Mean
Brand Image
3 I feel that this product is very innovative.
4 I think this product is better than others.
5 I feel that this product is socially responsible.
Composite Mean
Purchase Intention
6 It is likely that I will transact with this mini company in the near future.
7 Given the chance, I intend to purchase this product.
8 Given the chance, I predict that I will purchase this product. in the near
future
Composite Mean
14
Sales Goal
To reach our goal of ____ units sold, each member of the company will need to sell at least ____ units of
our product.
15
Products
---this portion will include picture and description of your product---
Price
Unit Price Selling Price Profit
OR
Selling Price Retailing Price
Profit
Place of Distribution
--this portion will contain discussion on the ways the product is distributed. Include diagram.
Include also the distribution of sales (use graph) ---
16
Marketing Sales Summary
JA Company Name: _________________
Summary for the Period: September 2017 – October 2017
Vice President of Marketing: ____________________
Date Sales Cumulative Sales

17
JUNIOR ACHIEVEMENT OF THE PHILIPPINES, INC.

MINI-COMPANY PROGRAM 2017 - 2018
INVENTORY REPORT
From September to October 2017
Date Inventory Name Description Unit Quantity Quantity Quantity

ID Price in Stock Sold Produced
18
Vice President for Human Resource

19
Functions of Human Resource Department
Department’s Responsibilities
Human Resource Department
Public Relations Department
Production Department
Marketing Department
Finance Department
Policies and Procedures

Meetings
Proper Decorum
Implementation of Discipline
Absences and Tardiness
Relationship with Clients
Relationship among Employees

20
Salaries and Wages Administration

Name Position Weekly Salary Total Salary
Performance Evaluation
Employee Name Performance
1.
2.
3.
Legend:
21
Vice President for Public Relations

22
Public Relations Promotional Mix
----include a diagram and discussion of your ways to promote your product---
Public Relations Promotional Tools
Company Logo
Label/Designs
Posters/Flyers
Business Cards
Brochures
Social Media Accounts

23
Company Bylaws
---this will contain your agreed by-laws--

24
The Management Team
---- this will include your organizational chart.---

Liquidation Report
De La Salle Lipa
De La Salle Lipa

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ANNUAL REPORT

A Junior Achievement Company

Junior Achievement (JA) Philippines

Annual Report Committee

Company CEO Name

MESSAGE FROM THE CEO

Message from the CEO i

The Product ………………………………………………………………..

II Department Overview Letter

VP for Finance’s Report to Stockholders ……………………………...…..

VP for Production’s Report to Stockholders ………………………………

VP for Sales and Marketing’s Report to Stockholders ……………………

VP for Human Resource’s Report to Stockholders ………………………..

VP for Public Relations’ Report to Stockholders ………………………….

III Company By-Laws ………………………………………………………...

IV The Management Team…………………………………………………….

V Liquidation report ………………………………………………………….

CEO’s Letter to Stockholders

Department Overview Letter

Vice President for Finance

JUNIOR ACHIEVEMENT OF THE PHILIPPINES, INC.

Sales for the Actual Plan Variance % Actual Plan Variance %

October Plan Forecast Forecast

Sales for the Actual Plan Variance % Actual Plan Variance %

November Plan Forecast Forecast

Summary of Sales Performance

Market and Competitor Comments

Report compiled by __________________________ Date _________________________

Financial Statement of Activities

Statement of Financial Position

Vice President for Production

Production Plan Overview

Company Quality-Control Procedures

-this portion includes ingredients/composition of your product-

Production Date Item Ingredients/Materials Output Quantity

Vice President for Sales and Marketing

Marketing Plan Overview

Product satisfaction survey results

---this portion will include picture and description of your product---

Unit Price Selling Price Profit

Selling Price Retailing Price

Marketing Sales Summary

JA Company Name: _________________

Summary for the Period: September 2017 – October 2017

Vice President of Marketing: ____________________

Date Sales Cumulative Sales

JUNIOR ACHIEVEMENT OF THE PHILIPPINES, INC.

Date Inventory Name Description Unit Quantity Quantity Quantity

Vice President for Human Resource

Functions of Human Resource Department

Public Relations Department

Policies and Procedures

Absences and Tardiness

Relationship with Clients

Relationship among Employees

Salaries and Wages Administration

Vice President for Public Relations

Public Relations Promotional Mix

----include a diagram and discussion of your ways to promote your product---

Report compiled by __ Date _