Incarnate ENGLISH 1303 - Computer Literacy Final Project

Computer Literacy Fall II, 2015 Final Project

Your Assignment

You have been assigned to be the event planner for the annual stockholder’s meeting for the fictional company called Porter Enterprises, Inc. (PEI). PEI is a $100 Million+ company based in the United States with a multinational presence throughout Europe.

Your assignment as planner is to produce the newsletter announcing the annual meeting, formatting of the company’s yearly budget to be presented at the meeting, and developing the presentation of the budget for the annual shareholders meeting. The event will be held in San Antonio, Texas from December 7- 9, 2016 at the J.W. Marriott San Antonio Hill Country.

Part 1

Create a newsletter (minimum of four pages) using MS Word announcing the annual shareholders meeting of Porter Enterprises, Inc.

1. Each page should be in two columns formatted using 10 pt. Arial font, 1-1/2 spacing.

2. Begin with an introductory paragraph which spans the entire width of the first page thanking the reader for being a shareholder and inviting them to the meeting.

3. Design and apply a company logo to the newsletter with this year’s title “Expansion Through Innovation” and theme for the meeting which you will develop.

4. In the body of the newsletter, give a brief agenda announcing the keynote speaker and the other presenters with the topics of their speeches.

5. Include evening activities in and around San Antonio as well as the daytime activities planned for children and spouses. (i.e. tours, dinners, etc.). To show your Internet search skills, use real locations in and around San Antonio.

6. List the name and address of the host hotel with rates. Include a picture.

7. List hotels that may have available rooms other than the host hotel and list other points of interest in the area.

8. Don’t forget the airport and travel information.

9. Don’t forget to have them RSVP to an address or email address.

10. Name the file – PEI Newsletter

Part 2

The CFO has given you a workbook (see table below) showing the estimated expenses for the upcoming fiscal year. At the meeting, the stakeholder’s must vote for approval of the budget that takes effect on in the upcoming year. Unfortunately, the workbook is incomplete, so you are asked to make the necessary updates.

Q1 Q2 Q3 Q4

Technology $ 4,872,340.00 $ 4,359,850.00 $ 3,994,500.00 $ 6,500,400.00

Communications $ 1,287,000.00 $ 2,324,000.00 $ 1,875,000.00 $ 2,050,300.00

Travel $ 985,000.00 $ 1,020,000.00 $ 750,000.00 $ 875,000.00

The CFO has given you the figures above and the following directions:

1. The figures shown are the projected expenses for the new fiscal year. Copy them to a workbook.

2. On a new worksheet using absolute references from the expense budget worksheet, indicate the expense budget of the last fiscal year, which was 4.5% less than the figures shown.

3. Name the worksheet – Last Year Expenses and place it before the new expense worksheet.

4. PEI expects to spend over $113 Million in the upcoming fiscal year. The company has made a profit of 20% for each of the last five years but next year they project a 25% profit. On another worksheet show the projected 25% profit in each category by quarter using absolute cell references from the new expense budget worksheet.

5. Name the sheet – New Projected Profits.

6. Create a separate pie chart for each quarter of the expense budget showing the percentage of expenditures for each category.

7. Place it on a separate sheet and name it - Pie Charts.

8. PEI is also thinking of expansion into the Latin American market. This move would mean an increase in expenditures of 15% in each category beginning in Quarter 3 of the new expense budget. On a separate worksheet, use a formula to show the increased expenses this expansion would add to the new budget.

9. In another table located below the expenses in the Latin America project use cell references in a formula to indicate the overall projected profits for the expansion if it took place.

10. Name the sheet – Latin America Expansion.

11. Create a documentation sheet (title page) for the workbook and place it in front of all other work sheets. Title it appropriately.

12. On the top of the Documentation sheet give your name and the date.

13. On the documentation sheet, list the other worksheets in the workbook and create hyperlinks to the corresponding worksheet with a brief explanation of each.

14. Also on the documentation sheet, explain the contents and purpose of the workbook.

15. Name the workbook – PEI Upcoming Annual Budget

Part 3

The CFO will be giving the presentation introducing the new budget and the Latin America expansion. While she speaks, the stockholders will refer to the handouts of her presentation. Therefore, the presentation should be in logical sequence flowing from the previous year to the new year. It should indicate profits from last year and projected profits as well as the cost of expansion.

1. Create a Power Point presentation of at least 7 slides with an appropriate background.

2. The opening slide should have the PEI logo (you created for the newsletter), title of the event, the CFO’s name, and the date of the presentation.

3. The presentation should include charts and tables as well as bullet points explaining the profits from last year and expectations for new fiscal year.

4. Number the slides.

5. Use appropriate artwork as an emphasis.

6. Name the file - CFO Presentation.