Professional Documents
Culture Documents
Final CCP
Final CCP
A Brighter Tomorrow
Cameron Aldrich, Jack Bauccio, AJ Collishaw,
Megan Harvey & Meaghan Uhl
BUSN 179 - Spring 2019
6/6/19
Carrie Casto
Program Administrator
Skills Plus
1840 Benton Street
Santa Clara, CA 95050
Dear Ms. Casto:
Our team would like to express our appreciation for the opportunity to work with
Skills Plus to support your mission of improving the functional skills and increasing
the independence of stroke survivors. We are excited to promote this mission by
aiding in marketing and community outreach strategies for Skills Plus.
Our team at Sunrise Consulting is confident that we possess the necessary skills to
successfully execute this project. Our team includes three members with
experience in marketing and two members with a background of finance and
accounting. We are passionate about making a positive impact on our community
by providing our services to organizations like Skills Plus.
Attached to this letter is the proposal for Skills Plus. The proposal covers the
specific aspects of Skills Plus’ marketing we will update as well as our plans for
community outreach. The timeline of the project and metrics to measure the
success of the project are included as well.
Our team believes that updating these deliverables will increase enrollment in the
programs Skills Plus offers. Also, our team feels that the creation of a job posting
and internship program will aid in Skills Plus’ recruiting process.
Sincerely,
Sunrise Consulting
Cam Aldrich, Jack Bauccio, AJ Collishaw, Megan Harvey & Meaghan Uhl
1
Table of Contents
Introduction 4
Project Rationale 6
Deliverables 7
Cost Analysis 8
Delivery Schedule 9
Staffing 11
Discussion 13
Appendices
Resumes 14
Deliverables 24
Letterhead 31
2
Executive Summary
Overview
For more than 30 years, Skills Plus has provided functional, cognitive, social, and
physical assistance to stroke survivors and other disabled adults. Skills Plus prides
itself on making the most beneficial and affordable service to their clients. These
services include activities focused on functional skills and independence,
opportunities for group interaction and socialization, and an overall safe,
supportive and stimulating learning environment led by credentialed medical
professionals. Skills Plus is dedicated to aiding stroke survivors and their services
are desperately needed by many.
The Problem
With the goal to provide the most affordable service, Skills Plus has neglected their
own needs as an organization. Currently, the organization faces significant debt and
rising operational costs threaten the prosperity of the program. Garnering $150,000
from fees and $54,000 from social services still leaves the organization $50,000 in
debt. The company is understaffed and current employees feel overwhelmed with
responsibilities. This has led to inefficient outreach efforts and outdated marketing
materials.
The Solution
As consultants, our group has various ideas on how to combat this issue. First and
foremost, the prices for Skills Plus classes and services needs to be increased. We
plan to aid in this transition and clearly communicate to clients why the prices have
increased as well as other operational changes. Secondly, we plan to strengthen
Skills Plus’ social media presence and online websites. Lastly we will increase
marketing efforts by updating the brochure, business cards, creating an online
internship posting, and increasing community outreach.
Outcomes and Benefits
Through these deliverables, Skills Plus will receive updated marketing content,
increased community relationships, and a clear method of communication to the
clients regarding operational changes. These efforts also aim to attract new clients
as well as employees for the company. The overall goal is to assist Skills Plus in
generating the funds and resources to continue their services.
3
Introduction
Strokes in the United States
A stroke is a severe disease that harms
the arteries leading directly to the
brain as well as the brain itself. Strokes
are currently the main cause of
disability and the fifth most prominent
cause of death in the United States.
According to the Centers for Disease
Control and Prevention, approximately
795,000 have a stroke each year in the
United States.
Strokes in California
In California, adults 65 years and older
have an 8.5% chance of having a stroke,
equivalent to 1 in 12 people. While the
age increases to 85 years old, the chance
of having a stroke is 16.1% or equivalent
to 1 in every 6 adults. The effects can be
life threatening and are directly
correlated to the area of the brain tissue
that is affected. Dependent of whether
the right side or left side of the brain is
harme, the effects can include paralysis
on one side of the body, vision problems,
speech impairments, memory loss, and
an altered behavioral style.
About Skills Plus
Skills Plus Program is an organization that specializes in assisting stroke survivors
and others with neurological impairments to readjust to everyday life. For more
than 30 years, Skills Plus has been teaching individualized classes that focus in
mobility, speech, and living skills for each of its students. Given the destruction and
damage strokes have on individuals, the founders of Skills Plus sought out to create
a socialized and innovative organization to revive the functional and cognitive skills
of these survivors.
4
The Need of the Program
Skills Plus differentiates itself as a recovery program in one major aspect that
reflect the purpose of the organization: socialization. The three main classes in
mobility, speech, and living skills have both group sessions with specialized
teachers and assistants as well as individual one-on-one appointments.
Independent Living Skills
The independent living skills focuses on arm and hand exercises, meal preparation
in the kitchen, and hand-eye coordination with an emphasis on motor skills.
Mobility Skills
The purpose of the mobility classes are to work on ambulation, balance, flexibility,
strength, and endurance with and without a wheel chair.
Communication Skills
The communication skills classes are also focused around other standard exercises
like memory, listening, enunciation, reading, writing, and various computer skills.
Benefits of Socialization
Outside of the classroom there are many opportunities for the students to interact
with each other including planned events and birthday parties. Skills Plus pushes
for a strong emphasis on morale boosting in social settings in and out of the
classroom to reinforce the positive recovery process
5
Project Rationale
Skills Plus has relied heavily on word of mouth advertising, small advertisements in
the news paper, and quarterly catalogs; but they are now at a point where they
need to reach out to more people in order to increase the number of clients.
Sunrise Consulting hopes to assist Skills Plus with an all-encompassing marketing
outreach project to increase awareness of the program as well as bring more stroke
survivors to them. We believe this is the best course of action to bring in more
clients as it will be low cost and target the correct markets.
Outreach Project
There are t wo major pieces to our outreach project: to their current clients and to
potential clients. For current clients, Skills Plus says they need to raise their prices
for the program and implement a new fee structure since they are $50,000 in debt.
Since the organization has good relationships with their clients, they do not want to
raise prices without reason. Our goal is to provide Skills Plus with an information
sheet they can give their clients justifying the increased price.
For their potential clients, we aim to create a flyer detailing their services, update
their brochure, as well as create business cards and update their website. We will
place the flyers and brochures in high volume areas such as hospitals and senior
centers. We have a contact with Kaiser hospital we can contact to help us with
placement of the flyer. The updated website will provide a much more user friendly
experience to both potential and current clients.
Since Skills Plus relies heavily on three teachers and all other work is done by
volunteers, we will create a volunteer posting on Handshake or Indeed. We also
plan to do this for an internship program, since many post undergraduate schools
require a certain amount of hours working in an environment similar to this.
Goals
Skills Plus is an incredible organization that helps many people, but they are facing
a serious problem when it comes to their bottom line. Their two main issues are
prices that are too low and lack of outreach to the community, and our proposal
addresses both. Skills Plus will see an increase in clients as well as a decrease in the
deficit.
6
Deliverables
Brochure
● We will design and print a brochure that has updated information and a
clean aesthetic. We plan to distribute this to Kaiser Permanente, local senior
centers, community centers, and churches.
● The brochure will include contact information and details on each of the
three different classes Skills Plus offers.
Infographic Flyer
● Skills Plus has an older demographic that would like to be informed and
aware of an increase in program fees.
● To effectively communicate to the students, we will create a flyer that clearly
outlines the fee increase, reasoning, and the results of fee increase.
Business Card
● Our general marketing efforts surround outreach, and an updated business
card would help establish Skills Plus’ reputation and image in the community.
● Creating a business card with updated contact information and a clean look
will help spread awareness of the program.
Website
● The Skills Plus website is another marketing tool that Skills Plus uses for
general updates on its operations, it’s accomplishments, and upcoming
events.
● Updating the website is updating the facade of Skills Plus. Our aim is allow
people to better understand the program and increase awareness.
Facebook Page
● Facebook is the destination for Skills Plus’ information, location, and general
social media presence and activity.
● We will update the Facebook page with pictures of recent activity,
information, and important events, giving the public a better sense of the
programs Skills Plus offers and contact information.
Internship Posting
● Many Skills Plus employees and volunteers are only available part time,
which creates a shortage of staff too often.
● Creating an internship program via Handshake will allow college students to
work with the students, build their resume, and gain experience while
assisting this program.
7
Cost Analysis
Our marketing outreach project is low cost and will generate increased awareness
and understanding of the program Skills Plus offers. The majority of our costs
originate from consultant labor rather than materials. We will charge $20 per hour
spent; we came to this number based on industry standards. Based on research
done on business cards, brochures, and printing, we came to an estimated cost for
each deliverable that will not put a burden on Skills Plus.
Our project aims to update and modify Skills Plus’ online presence in addition to
physical deliverables. This will lead to an increase in student enrollment in the
program as well as retention of current students.
Deliverable Estimated Cost Time Total Estimated
Cost
8
Delivery Schedule
Date Deliverable Consultant
9
Success Metrics
In order to accurately assess the success of our deliverables, we have a few success
metrics in place.
The first and foremost success metric is to analyze how much (if any) money we are
able to save for the company. This can be achieved through a free online website,
recruiting new clients, and cutting down costs in any other area.
We can also track the success of our deliverables through the amount of likes,
shares, and followers on social media posts through Facebook.
By implementing an internship program, we hope to attract local employees to help
contribute and strengthen the program. The success of the internship program will
be evaluated by the number of individuals who express interest in the internship.
Communication with clients about the raise in prices can be evaluated through a
survey that the clients will participate in where they rank from 1-10 how helpful the
infographic and communication was in this field.
Community outreach will be evaluated by the number of contacted organizations,
the number of interested organizations, and the number of references to our
program from such organizations.
Deliverable Expected Outcome Actual Outcome
10
Staffing
Cam Aldrich has a passion for digital advertising and sales
as he is pursuing a degree in Marketing. He specializes in
business communication, organization, MS Powerpoint,
creative thinking, and public speaking. He will serve as the
Chief Marketing Officer. Cam comes to our team all the way
from Boston, Massachusetts. He cares about preservation
of the ocean lives and enjoys photography in his free time.
Jack Bauccio is a Marketing major and specializes in
leadership and organization skills. His is technologically
savvy with proficiency in MS Word, Powerpoint, Excel,
Adobe Photoshop, and Illustrator. Jack will serve as the
Chief Branding Officer. He is originally from Portland,
Oregon but now resides in Northern California. He enjoys
sustainable business practices, teamwork, and loves to play
golf in his free time.
AJ Collishaw currently pursuing an Accounting degree in
the Leavey School of Business. His main strengths reside in
the financial analysis field with an emphasis on tax and
auditing. AJ’s technical expertise and leadership skills will
prove effective as he serves as Chief Executive Officer. AJ is
a resident local from Santa Cruz, California. He enjoys
playing golf and watching hockey in his down time.
11
Megan Harvey is majoring in Finance and minoring
International Business minor in the Leavey School of
Business. Her abilities include being a team player, goal
oriented, attentive to detail, and a quick learner. In her
spare time she loves to work with children, ski, hike,
travel, and cook. Her strong skill set is very applicable to
her position as Chief Operating Officer.
Meaghan Uhl is currently pursuing a Marketing major
and International Business minor from in the Leavey
School of Business. Her main strengths are negotiation,
data analysis, and communication. She has a strong work
ethic and is determined to succeed in her endeavors.
Meaghan is from Hillsborough, California and
has experience working with others as she has held
positions in restaurants, that required her to work in an
efficient manner and multitask. Her experience and
knowledge of marketing will assist her in her position as
Chief Product Officer.
12
Discussion
Implications
The main takeaway our team has received from this project with Skills Plus was our
ability to follow through with our deliverables. We set out to complete a marketing
campaign that involved both tangible and intangible success metrics. We gained
insight on working with a nonprofit, having to navigate much more on our own.
They prioritize their mission and work, where we explored the business side to it -
their image, their marketing, and an overall trend towards not being in the red.
Our team also developed new skills in communication in an actual business setting,
where we each had our responsibilities and deliverables. We learned the
importance of being communicative with fellow team members in coordinating our
efforts in creating the deliverables.
Limitations
After our initial meeting with Carrie at Skills Plus, our consulting team was eager to
help the organization in any and every way possible. This excitement motivated our
team to provide the best assistance to Skills Plus, however we overestimated our
capabilities given the time short frame. The limited time frame provided a
roadblock to completing the deliverables in a timely manner. Because we focused
our efforts on completing the brochure, flyer, business cards, and infographic, we
did not have time to officially post the internship opportunity on Handshake. We
also found difficulties in getting authorization to alter social media platforms.
Recommendations
If this project were to be replicated, we recommend that the team conducts weekly
meetings to check-in on the status of the project and work on the deliverables. We
felt as though we came up with more deliverables than we were able to execute
during the 10 week period we worked with Skills Plus. Therefore, we would suggest
that a team creates a list of five deliverables with a significant impact on the
organization to work on during the time period.
13
Appendix (A) - Resumes
Cameron Aldrich
2 Robin Road
Norfolk, MA 02056
508-954-6176 | caldrich@scu.edu | www.linkedin.com/in/caldrich3
EDUCATION
2020 Santa Clara University - Santa Clara, CA
Marketing Major
COURSEWORK
Introduction to Financial Accounting Principles of Marketing
Introduction to Managerial Accounting Sustainable Marketing
Financial Management Marketing Across Cultures
SKILLS
Public Speaking Marketing Strategy PowerPoint Excel
Organization Creative Thinking Adaptability Communication
EXPERIENCE
6/2018 - 8/2018 UBS Bank - Rockland, MA
Marketing Manager Intern
Reviewed and selected marketing documents to be distributed to families and
future clients
Formulated client folders on the certified financial planners to create a
communication system
Facilitated financial planners by making client related calls to banks to rectify
errors in data entry
3/2018 - 2/2019 SCU Call Center - Santa Clara, CA
Student Caller
Communicated with alumni of Santa Clara University to gain support for the
Santa Clara Fund
Assisted fellow callers to work on more efficient marketing techniques to get
school donations
6/2015 - 8/2017 Dennis Beach Department - Dennis, MA
Lifeguard
Maintained the safety of patrons on the water and in the beach
Participated and help conduct morning workouts to keep the staff ready for duty
Interacted with beachgoers to assist in any problems or discrepancies that occur
ACTIVITIES AND HONORS
● Received “Most Gifts on Credit Card” award with $2,816.35 and an average pledge rate of
$81.52.
● Awarded $500 for 2017 Lifeguard Scholarship Award for character and commitment.
● Served as a mentor and taught children with disabilities how to play soccer.
● Worked as a teacher’s assistant to foster a better learning environment.
14
Jack Bauccio
934 Santa Clara Street
Santa Clara, CA 95050
650-832-1474 | jbauccio@scu.edu | https://www.linkedin.com/in/jack-bauccio
EDUCATION
2021 Santa Clara University - Santa Clara, CA
Economics & Marketing Major, Entrepreneurship & Journalism Minor
COURSEWORK
Introduction to Financial Accounting Principles of Microeconomics
Business Ethics Principles of Macroeconomics
Science, Info Technology, Business & Society International Economics and Growth
SKILLS
Microsoft Word Microsoft Excel Microsoft PowerPoint Social Media
Adobe Photoshop Adobe Illustrator Public Speaking Communication
EXPERIENCE
9/2018 - Present Santa Clara University Relations Office - Santa Clara, CA
Student Assistant in Annual Giving Office
Assist in office projects, database research, and spreadsheet organization
6/2017 - 9/2018 Waverly Country Club - Portland, OR
Bagroom/Golf Attendant
Provided member services
Caddy
6/2016 - 8/2016 Bon Appetit, Lewis & Clark College - Portland, OR
Dining Room Staff
Worked on the line preparing and serving multiple meals daily
ACTIVITIES AND HONORS
● Member of SCU Club Golf Team.
● Part of intramural basketball, football, soccer and softball teams.
● Member of Pi Kappa Alpha. Served as Social Chair.
● Host a weekly radio show on SCU campus radio station - KSCU 103.3.
15
AJ Collishaw
190 Old Coach Road
Scotts Valley, CA 95066
831-207-1166 | acollishaw@scu.edu | https://www.linkedin.com/in/ajcollishaw
EDUCATION
2020 Santa Clara University - Santa Clara, CA
Accounting Major
COURSEWORK
Introduction to Financial Accounting Statistics and Data Analysis I & II
Introduction to Managerial Accounting Recording Financial Transactions
Financial Management Intermediate Accounting I & II
SKILLS
Microsoft Word Microsoft Excel Microsoft PowerPoint Teamwork
Problem-solver Time Management Organization Leadership
EXPERIENCE
1/2018 - Present Santa Clara University Drahmann Tutoring Center - Santa Clara, CA
Calculus Tutor
Drop in calculus tutor for fellow Santa Clara Students
Help students understand key concepts of calculus with clear communication and
perseverance
10/2018 - Present SportRadar - St. Gallen, Switzerland
Venue Scout
Perform live data entry in a high stress environment during San Jose Sharks game
1/2019 - 4/2019 Petrinovich Pugh & Co LLP - San Jose, CA
Tax Intern
Worked as a part of a team in developing tax returns for individuals and trusts
Made necessary changes to a project after review, and learned from re-work
6/2018 - 9/2018 TriCal, Inc. - Hollister, CA
Lab Intern
Performed statistical analysis using both SAS and SigmaPlot
Increased productivity of the company with my proficiency in Excel
ACTIVITIES AND HONORS
● Completed financial statement analysis project which included various ratio calculation such as
current and quick ratios, asset turnover, ROI, ROE, ROA, and effective tax rate. Compared
analysis on growth, profitability, and risk utilizing financial information and analysts’ reports.
● Served over 100 hours supporting the effort to provide food to the needy by sorting, packing and
transporting food.
● Served as a Link Crew Leader by mentoring new students and assisting students in joining clubs
and participating in activities.
16
Megan Harvey
2004 Coralbells Court
Longmont, CO 80503
303-859-3721 | mharvey@scu.edu | www.linkedin.com/in/meg-harvey
EDUCATION
2020 Santa Clara University - Santa Clara, CA
Finance Major, International Business Minor
COURSEWORK
Introduction to Financial Accounting Global and Cultural Environment of Business
Introduction to Managerial Accounting Introduction to Spreadsheets/Excel
Financial Management Investments
SKILLS
Well-organized Able to work under pressure Able to multitask Problem-solver
Goal-oriented Quick learner Attentive to detail Team player
EXPERIENCE
2/2019 - Present Kappa Kappa Gamma, Eta Nu - Santa Clara, CA
Treasurer
Manage a $500,000 budget for 178 members
Work with council members to manage individual budgets
6/2018 - 8/2018 Boulder County Sheriff’s Office - Boulder, CO
Accounting Intern
Created spreadsheets using Excel to examine various datasets
Generated financial statements and reports using the Integrated Financial
Accounting System
Completed tasks including filing, scanning, and printing documents
Attended meetings with Boulder County offices regarding new financial system
implementation
6/2014 - present Inta’ Juice Fruit Smoothies - Longmont, CO
Shift Leader
Greeted, took orders, and received payment from customers
Supervised coworkers and trained new employees
Prepared smoothies for customers in a storefront and drive through setting
ACTIVITIES AND HONORS
● Assisted an English class for Spanish students at Universidad Pablo de Olavide. Helped students
practice grammar, speaking, and writing. Created topics for writing assignments.
● Member of the Santa Clara Community Action Program. Work weekly in a 5th grade classroom
to help students better understand mathematics.
● Member of SCU Women in Business. Attend various business related seminars.
● Girl Scout for thirteen years. Earned both Silver and Bronze Awards.
17
Meaghan Uhl
380 Darrell Road
Hillsborough, CA 94010
650-393-0943 | muhl@scu.edu | https://www.linkedin.com/in/meaghan-uhl-75122a139
EDUCATION
2020 Santa Clara University - Santa Clara, CA
Marketing Major, International Business Minor
COURSEWORK
Introduction to Financial Accounting Social Media Marketing
Introduction to Managerial Accounting Integrated Marketing Communication
Principles of Marketing Innovation and New Product Marketing
SKILLS
Detail-Oriented Passionate Strong Work Ethic Multi-Tasking
Driven Time Management Creative Strong
Communication
EXPERIENCE
8/2017 - 8/2018 Pizza Antica - San Jose, CA
Server
Delivered excellent, friendly and timely service to patrons
Contributed to a positive and loyal customer relationship
Approached errors in a detail oriented and organized approach
5/2016 - 8/2017 The Plant Cafe - San Jose, CA
Server
Knowledgeable of menu items and provided descriptions to guests
Efficiently took orders and served guests in a timely manner
Worked as a host, back staff, kitchen assistant, barista, cashier, and server
10/2015 - 5/2016 Sprinkles Cupcakes - San Jose, CA
Sales Associate
Assisted in opening and closing the store
Maintained perfectly clean storefront and back room
Engaged with customers and delivered product in timely manner
ACTIVITIES AND HONORS
● Served as Ambassador Board President (2015-2016) and organized and executed over a dozen
yearly school events.
● Worked as a Kairos Retreat leader and led a group of 50 girls in a week long spiritual retreat.
● Recipient of “I Am Notre Dame” Award which is awarded to two seniors that embody the
hallmarks of Notre Dame De Namur and strive to improve the school and community.
18
Appendix (B) - Business Cards
19
20
Appendix (C) - Email Correspondence
21
Appendix (C) - Email Correspondence Continued
22
Appendix (D) - Works Cited
Effects of Stroke. (n.d.). Retrieved April 29, 2019, from
https://www.strokeassociation.org/en/about-stroke/effects-of-stroke
Stroke Information. (n.d.). Retrieved April 29, 2019, from
https://www.cdc.gov/stroke/index.htm
Stroke. (n.d.). Retrieved from
https://www.cdph.ca.gov/Programs/CCDPHP/DCDIC/CDCB/Pages/Stroke.asp
x
23
Appendix (D) - Deliverable: Business Card
24
Appendix (D) - Deliverable: Brochure
25
Appendix (D) - Deliverable: Flyer
26
Appendix (D) - Deliverable: Infographic
27
Appendix (D) - Deliverable: Community Outreach
28
Appendix (D) - Deliverable: Handshake Post
29
Appendix (D) - Deliverable: Website
Before
After
30
Appendix (D): Letterhead
31