Description
Read the case scenario below, then create a report and presentation to be presented to the executive leadership team. This is only a brainstorming part, only answer the question in the planning template attached below
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Order Up Report Assignment: Individual
Purpose
In most workplaces, you will write reports regularly. A report can range in length and formality from a
short email to a several-hundred-page published document. Good reports require planning, research, and
careful writing to ensure that you are including the correct information in the most receiver-centric
manner.
Read the case scenario below, then create a report and presentation to be presented to the executive
leadership team.
Deliverables
• Assignment Planning Template
Submit via link in Blackboard
Due Sunday, 11/12
Case Background
Order Up, LLC is a promotional goods company that specializes in the production of custom
merchandise such as drinkware, apparel, banners, and bags. They employee 50 full-time employees,
which include 5 executive leadership positions, 15 business-related positions and 30 production-related
positions, as detailed in the company profile below. The business-related staff serve as the public face of
the company and handle all interactions with customers, whereas the production employees handle all
merchandise production as well as quality control. You currently serve as the Marketing Strategist for
Order Up.
Sales for the last few quarters have been steadily declining. In consideration of these declining numbers,
and because you have always been the type to develop creative ways to proactively overcome
challenges, you have been asked to propose a fundraising event, with a maximum budget of $20,000, to
be organized by Order Up that will raise funds for a nonprofit organization of your choice from Walker
County or Montgomery County. You and your team present your idea to the executive leadership team
via a written report.
Although fully developing your ideas will be a lot of work, you are excited to present the idea of
organizing an event to raise money for a local nonprofit organization because it will help the company
achieve its goal of increasing sales, while also increasing the company’s visibility within the
community!
Order Up, LLC
Company Profile
Since opening its doors in 2008, Order Up, LLC has produced high quality, innovative
promotional goods for businesses, organizations, and community groups.
Annual Sales
$61.4 million
Total Employees
50
Executive Leadership
President & Chief Executive Officer
Ms. Yul B. Allright
Vice President of Finance
Mr. Upton O. Goode
Vice President of Sales
Vice President of Operations
Marketing Director
Business Staff by Department
Office Management
Human Resources
Accounting
IT
Marketing
Purchasing
Sales
Production Staff by Department
Art/Design
Inventory
Packing & Shipping
Quality Control
Embroidery
Printing
Maintenance
Mr. Phillipe Flop
Ms. Dinah Mite
Ms. Barb Dwyer
2
1
2
1
2
1
6
3
3
3
3
6
11
1
Scenario
You have been asked to propose a fundraising event to be organized by Order Up that will raise funds for a
nonprofit organization of your choice from Walker County or Montgomery County. Remember, in the end,
Order Up should benefit from this idea as well, so be sure to include all pertinent information about why/how this
event will help the company.
Use effective persuasion techniques and provide enough information to convince the executive leadership team to
support your team’s idea. Keep in mind that their decision will be based solely on the information provided in the
written report and the presentation. The use of evidence (statistics, etc.) is strongly encouraged, as they will help
build credibility and increase buy in for your proposition.
Consider the following questions as you begin the brainstorming process:
•
How does publicly supporting nonprofit organizations impact companies?
•
What nonprofit organization, from the city or community where you live, will you propose as the
beneficiary of your fundraising event? Why?
•
o
Does the community generally support this type of nonprofit organization?
o
Does the nonprofit organization have a specific need?
How does your choice nonprofit organization support Order Up’s overarching goal of driving sales and
increasing visibility within the community?
o
•
•
Are the people who typically support this type of nonprofit organization likely to purchase
promotional goods in the future?
What event do you propose to raise money for your chosen nonprofit organization?
o
How many people do you expect to attend the event?
o
Does the proposed event align with the nonprofit organizations’ mission and values?
Explain how your proposed event will raise money for your chosen nonprofit organization.
•
•
•
o
What are the costs involved and how will they be covered?
o
How will people know about the event?
How does your proposed event support Order Up’s overarching goal of driving sales and increasing
visibility within the community?
o
Are the people who you expect to attend the fundraising event part of Order Up’s typical target
market?
o
Are the people who typically attend this type of event likely to purchase promotional goods in the
future?
What strategy(ies) will you use to persuade your boss to take your idea to the leadership team?
e.g., Rhetorical Appeals (ethos, logos, and pathos); Methods of Influence (reciprocity, consistency, social
proof, likeability, authority, scarcity)
Name___________________________
Order Up Report Assignment Planning Template
1. What nonprofit organization, from Walker County or Montgomery County, will you propose as
the beneficiary of the event? Why?
a. Does the community generally support this type of nonprofit organization?
b. Does the nonprofit organization have a specific need?
2. How does your choice nonprofit organization support Order Up’s overarching goal of driving
sales and increasing visibility within the community?
a. Are the people who typically support this type of nonprofit organization likely to
purchase promotional goods in the future?
3. What event will you propose to raise money for your chosen nonprofit organization?
a. How many people do you expect to attend the event?
b. Does the proposed event align with the nonprofit organizations mission and values?
c. What are the costs involved and how will they be covered?
i. How will the budget be spent?
d. How will people know about the event?
4. Explain how your proposed event will raise money for your chosen nonprofit organization.
5. How does your proposed event support Order Up’s overarching goal of driving sales and
increasing visibility within the community?
a. Are the people who you expect to attend the fundraising event part of Order Up’s typical
target market?
b. Are the people who typically attend this type of event likely to purchase promotional
goods in the future?
6. What strategy(ies) will you use to persuade your boss to take your idea to the leadership team?
a. e.g., Rhetorical Appeals (ethos, logos, and pathos); Methods of Influence (reciprocity,
consistency, social proof, likeability, authority, scarcity)
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