SHORT CASE STUDY

You are the Manager of "Best Learning Center," a tutoring and mentoring school which you put up a year ago in Manila, in partnership with two lady friends, Hope and Lorie. They are both government scholars and have graduated last year with a Bachelor of Science degree in Education, major in Physics.

Before you formed the learning center, you developed a one-year financial plan for the learning center. The initial one year test run of the business has elapsed and you decided to spend a one day business retreat with them. Since you will be taking the lead role you thought that the best way to do it is to apply the "Measuring Results" process.

But even before the meeting, your partners advanced the following encouraging information about the results of last year's operation.

From Lorie, the company treasurer - revenues for the year totalled P360,000 (90% of the annual target), money on hand and in bank is P160,000.
From Hope, the operations manager - about 40 students mentees registered for mentoring during the year and she has been continuously receiving queries.

While you were preparing the agenda, it occurred to you that perhaps the original financial plan format to guide the business for the next three to five years. So you decided to expand the meeting agenda to include discussion on the non-financial or the operational aspects of the business. How would then your agenda look like? Explain.