Portfolio of Evidence & Reflective Report

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2013/2014

Contents

Portfolio

Setting PDP Objectives Pages 1-2 Student Competencies Pages 3-5 Self-Management and Development Pages 6-8 Managing Tasks Pages 9-10 Working with & Relating to Others Placement Visit Arrangements Page 11 Communicating Clearly & Effectively Pages 12-13 Individual Performance Plan (6 Months) Pages 14-24 Individual Performance Plan (Full Year) Pages 25-35 Applying Knowledge Pages 36-37 Applying Initiative in Work Problems Pages 38-39 Business and Customer Needs Pages 40-41 Student Competencies (6 Months) Pages 42-45 Endorsments Pages 46-53 “I” Branding – Updated CV Page 54 Bibliography Page 55 Appendix Page 56

Evidence

Reflective Report

Setting PDP Objectives

Introduction into McDonald’s. McDonalds is a huge corporation; it is the world’s largest chain of hamburger fast food restaurants, serving in 119 countries to around 68 million customers a day. McDonald’s has been part of the UK high street since 1974, and over 3 million people a day in the UK eat at a McDonald’s Restaurant. Headquarters are based in the United States (Oakbrook), the company started as a barbecue restaurant ran by Richard and Maurice McDonald; in 1948 they remodeled themselves as a hamburger stand, using a production line principle, similar to the processes still used today.

(McDonalds Flagship Store, 2014) A local businessman Ray Kroc, a franchise agent in 1955, reinvented the business. He put forward the idea of franchising, and subsequently purchased a chain from the McDonalds brothers and oversaw its worldwide growth. To this day a McDonald’s restaurant is either operated by a franchisee, an affiliate or brand owned. I will be working within the Europe Entity, based in Edgware Road London. McDonalds Europe operates approximately 7,600 restaurants in 38 countries and serves over 14 million customers every day. France, Germany and the UK represent almost 60% of our operating income in Europe and Europe as a whole generated just under 40% of McDonald’s global operating incomes in 2012, making it a key contributor to McDonald’s growth globally. The company earns its revenue from rent, royalties, sales within the company based restaurants and fees paid by the franchisees.

(TheFranchiseKing.Com, 2014)

Setting PDP Objectives

One of the key areas of McDonald’s success in the UK is through its property portfolio, there are almost 1200 restaurants in the UK alone, ranging from high streets, shopping centres, airports and drive-thrus. McDonalds are known for their drive-thru restaurant concept and are the UK and world leader in this sector; the primary aim of expansions will be through freestanding drive-thru restaurants. This is will be fundamental in continuing growth, throughout 2014, the company is hoping to acquire a target of 40 new restaurant openings, which will create up to 2,400 new job opportunities annually, an opportunity I took up during my sixth form years, working as a crew member in Hornchurch, Essex. (McDonald's, 2014) McDonald’s are very much about giving back to the community, including the Ronald McDonald House Charity (RMHC). RMHC is a registered charity providing free accommodation for families with children in hospital and hospices across the UK, Keeping families together during very difficult times. The vision is to aspire to be our customers’ favourite place and way to eat, to achieve this mission, our actions as individuals, and as a system must reflect McDonald's values; placing customers experience at the core of all we do, committed to our people, believe in the McDonald’s system, operating ethically while giving back to our communities, growing our business profitability and striving to continually improve. I will be hoping to aid McDonalds through their finance team, I hope to benefit from working in the business environment, especially joining in McDonalds Vision and incorporating their values into my self-development, McDonald’s are second largest trainers only behind the army (in the UK). I look forward to the different challenges I may face and how I could overcome them. To aid me in this goal I have created my own role and personal development plans (RDP/PDP). Included in evidence A, is the job description I received upon my application to my placement, I used this to help me with me with my PDP Objectives, also included in the evidence. (Please note that all my notes will be attached into an appendix at the end of this report. Not all evidence can be show in full due to confidentiality reasons.)

Student Competencies Using the scale below evaluate your competencies. Be honest with yourself and identify areas where you feel you could improve your performance. Please insert a word document (min 500 words) commenting on the justification of the grades you have ticked 1 = generally weak 2 = below average 3 = average 4 = above average 5= outstanding

Student Signature: Date: 01/09/13 Please note: This task must be completed during the third month of your placement

Please insert all related documents behind this page

1 2 3 4 5

Employability Skills

Self Management and Development: appropriate attitudes to work and colleagues are maintained, self control is exercised when faced with work-related difficulties, work completed to a timetable, willingness to seek appropriate advice is demonstrated and the ability to learn new skills are demonstrated, ways of improving working relationships are implemented.

✓

Managing Tasks plans for work are provided; appropriate timetables are developed in agreement of others about the work to be done. Obtained difficulties are dealt with effectively, progress is monitored and any corrective actions taken and deadlines are met.

✓

Communication good use of the English language written communications are accurate, spoken communications are clear and to the point, style and manner of communications are appropriate, communications are effective and achieve the desired outcome approach to others is tactful and polite.

✓

Working with and Relating to Others: good working relationships are maintained; ability to work well in groups is demonstrated. conflict is avoided and help is offered to overcome difficulties, manner and approach to others are appropriate, works well under supervision appreciates the role and functions of others

✓

Commercial Awareness

Business and Customer needs Understanding how an organisation works, aware of products and services, awareness of the need for efficiency, customer care and a knowledge of the market place in which the company operates current economic climate and major competitors, for example

✓

Applying Knowledge seeks to apply knowledge whenever appropriate use and systematic approach at all times. Identifies analyses and resolves problems in professional way uses knowledge to develop new designs, products and methods, uses course knowledge in dealing with customers and clients, uses knowledge of management when dealing with others.

✓

Applying Initiative in Work Problems takes the lead when appropriate self-motivation and initiative are demonstrated, an ability to provide new ideas and identify forward plans takes the lead in problem solving appropriate inventiveness and flair are demonstrated suggestions about work matters are made in an appropriate

✓

Reflective Practice

Self Assessment and Appraisals • ability to identify what has gone well/badly • critical evaluation of various situations • articulation of areas for improvement • summary of learning outcomes from specific situations • “I” Branding Consider your profile so far for your CV, are you able to introduce yourself in one minute and convey an interesting fact about your skills?

✓

Student Competencies (3rd Month)

Employability Skills.

Self‐Management and Development – 3 I have a good work ethic, which is matched with a positive attitude to learning. I exercise the desire to learn by frequently asking positive questions, to maximise my development I update a list of working tasks I undertake, once I feel I am comfortable with the work load, I seek to add things to my list. The determination to learn can sometimes be my downfall; I have on occasion spent too long on a problem independently when seeking advice would have been the best solution. Assets I hold is this category is the ability to form strong working partnerships with my colleagues, this is important as I feel like you can acquire knowledge from each other’s strengths and learn from their mistakes.

Managing Tasks ‐ 3 Managing tasks are important to maximise efficiency, with a colleague we developed a monthly prompt, in essence a to do list to complete at the end of each month by a specific working day, this was key near the beginning as we had a scheduled timetable we could work from. I am always punctual with my deadlines and will stay late to meet deadlines. One key area I need to improve on before I can class myself as above average or even outstanding is improving my prioritisation skills, although I am improving rapidly and look forward to extending this into my final year of studies.

Communication – 4 Communication is essential for any business, learning the importance of clear communication is proving apparent day by day. The development of communication is one of the aims of the placement year. The initial decision to evaluate myself would have been outstanding, yet during my time at McDonald's Europe Limited I was fortunate enough to have training on improving Microsoft office abilities and effective communication skills. Evaluating my experience from the session, I realised there is still a lot I can learn, specifically sounding more confident on the phone. However the effectiveness of my communication is also clear and to the point, while also being polite.

Working with and Relating to Others – 3 I formed a particular strong working relationship with a new starter in my department, I found that working with him enhanced our relationship, while teaching him techniques of the job enhanced my understanding further. I will always offer help to those that need it and feel like I am very approachable, an improvement I can make is my desire to avoid conflict can result in me taking on too many tasks from colleagues and therefore there is a delay in returning the information later than planned. I have not experienced group work as of yet however I am looking forward to being involved in the team when preparing for the budget, it should be a challenging period for me as I am very much still on a learning curve, though I am aware of the importance and the tasks ahead.

Commercial Awareness. Business and customer needs – 3 My knowledge of the company was above average at least on a product level and knowing our competitors, due to my previous work as a crewmember, though the organisation of the company was foreign to me. Being in the Europe entity I am in direct contact with all the markets and am well aware of how important efficiency is to cut time and costs, currently I am still unaware of each markets individual procedures although am aiming to learn in the future. I regularly attend videoconferences with most markets aiming to discuss the latest news and finance results in the business as well as the economic presence.

Student Competencies (3rd Month)

Applying Knowledge – 3 This is an area I thought I would struggle with initially, my knowledge of accounts was not one of my strengths due to the limited access I have had prior to this placement. My talent for mathematics has helped, and my key ability of adaptability and fast learning has aided me in my role. I am still on a learning curve and struggle to apply my course knowledge into the placement from a pure economics point of view, furthermore the confidence I show in my ability to perform has helped vastly so far. The further into my year, the more knowledge I will acquire and the more I can apply to not just into my role now, but my degree and beyond.

Applying initiative in Work Problems – 3 I am a self-motivated student who brings my self-motivation to the work place; this aids the company and I as I aim for high standards. I have lots of responsibilities and that tests my time management skills, but I take initiative and frequently perform tasks before they are required. I have come up with a few ideas that have made me more efficient in my job, but I feel like I could be more vocal in meetings and bring bigger and innovative ideas to the team.

Reflective Practice.

Self‐Assessment and Appraisals – 3 I reflect throughout this report on my abilities, identifying my weakness and strengths. I believe I have been accurate in my appraisal, specifically in areas in which I can improve upon. I have discovered many different outcomes from specific situations, for example replying to an email quickly with high quality results in the precipitant responding kindly and becoming more receptive, equally being polite ends in a similar response. I appreciate I need to improve on my confidence with my curriculum vitae in regards to be able to portray myself correctly in a short space of time.

Self Management and Development

Identify and provide evidence of TWO successful activities you have been involved in.

Finance Training (Evidence B). As part of my role within the finance team, I have to code invoices correctly onto our system. I am not the only one that codes invoices to our system; many non-finance employees do as well. Coding entails writing the correct department code, account, E-coin number and possibly open item number. If done so incorrectly I would have to recode the invoices at a later date, which would waste my time when I could be doing something more valuable to the company, as such I thought I would train some new starters on how to code invoices. This meant liaising with department heads for their employee’s free time, organising a date and time for the meeting to take place, booking a spare room, while preparing material to go through. I applied my imitative by creating a few dummy invoices to code, I showed them how to do the first one, showing them through the materials provided, then proceeded to ask them to complete the task on their own. This has helped the company cut wasted time, regarding the coding and recoding on invoices. It was also my first time being in control of the meeting, it was great experience to be in a teaching position, and gave me great satisfaction when I saw them complete it correctly within the time limit. The attached evidence contains, an email confirming the event. Several Excel sheets including a made up consolidated report, timeline for payment, allocation of costs structure, a sheet of accounts, a cost centre list, an ecoin user list, a meeting and convention budget and another professional fees budget. Reflecting on the event I believe that everything ran smoothly, I was nervous to begin with, with better preparation I am sure I would have been more confident, which is something I can work on in the future. An improvement on my planning would have resulted in a clearer presentation and made me feel more comfortable. As time passed I was happy with the results from the meeting as the invoices were coded more accurately which left me more time to concentrate on more valuable tasks.

Intern Assessment day (Evidence C). Since the start of my placement I was intrigued to why I was chosen, in a very competitive assessment day, as such I jumped at the opportunity to be involved in selecting my replacement. I knew the task that was in place, as I had performed it the previous year, but I made some adaptions especially on the individual task. While the group work was challenging I was sure they could form strong working teams and overcome the challenge. I sat in during the whole assessment day offering help to those who needed it, while doing so I observed everyone, and made notes on a group work assessment sheet. This was where I


started to notice the difference between good candidates and excellent candidates. I was also given full control on marking the individual task. The group work I had set up for them, they would later present in front of our team and a selected few members of human resources. This is where I made my final notes to later discuss with the rest of my team and make a final decision. This was what I found quite challenging as I thought there were some very strong candidates I struggled to be decisive though eventually came to a decision. In my evidence, I have an email confirming my role in setting up the meeting rooms, the tasks I created for the interns to complete and a group observation sheet that I amended to make it more relevant. I have learned a lot from this task, especially that preparation is key. In self-development terms I know I can be more decisive when it comes to decision-making, I hope I can improve on this in my final months. We can into a problem during the second assessment centre as the meeting rooms were double booked and we had a significantly smaller room, which allowed talking between the teams, as such it was much harder to distinguish who were the brains behind the numbers. To counter this once the interviews were concluded we opened the divider between meeting rooms so we had a lot more space this led the teams being a lot more spread out, next time I would advise that we open the meeting room initially and conduct the interviews elsewhere.

Identify two areas of performance you feel you need to improve on and reflect how you will achieve this.

Clearer Communication. I feel that if I can improve my communication I can fully understand what is requested from me at all times, and as such less errors will occur. In order to improve my communication, specifically when presenting or instructing others, I plan to become more comfortable with the subject matter before speaking. I also plan to speak openly more often, this way I can practise and build my confidence. I also plan on asking more questions when I find something unclear and to not make presumptions, any error I make can be very costly or time consuming, this way I can enforce that human error is kept down to a minimum.

Planning. Improved planning would not only help me in the short run, planning for work related issues but also in the long run as I can implement my methods into my university work. This is something that I definitely think I can improve on. In order for me to improve my planning, I need to practise. I have successfully made myself a monthly prompt, which has helped me massively on a monthly basis, as I have a step-by-step guide. This does not help with individual tasks I can sometimes attain, for my next project; I will sit down and write in chronological order the steps it will take me to complete the work,


thinking from all angles. Working in a small team I am hoping to learn as much as possible from then in the upcoming months, I want to make the most of all the information available to me. Evaluating the year to date, I have developed tremendously but I am always seeking to improve.

I confirm that the student has demonstrated the competencies for self-management & development. Supervisor/Manager Signature: Print Name: Job Title: Date: I confirm that the evidence provided is my own work. Student Signature: Date: Please note:

These activities can be undertaken anytime during your placement year therefore try and keep a regular diary of events for your selection.


Managing Tasks

Provide evidence (direct and indirect) of your ability to successfully manage tasks.

Direct Evidence (Evidence D & E) Included in evidence D is a guide I created. When I started my placement, on a weekly basis I updated an Excel spread sheet of my on-going tasks, as the weeks continued I added to the list. I colour co-ordinated each task depending on how confident I was at completing this tasks. Once I was confident I amended the excel to put the tasks under different headings, and time scales, this was something that I could reflect back on and aided me in my time management skills, this was also something I was going to hand down to my predecessor. Attached in evidence D are the Excel spread sheets, which I created. I have learnt how to enable a realistic time frame for a task, and set a realistic deadline, looking over my guide gave me an efficient way to prioritise my work, especially in the beginning spending more time on tasks I was not as confident in. Included in evidence E is a direct report I shaped. This report is produced on a quarterly basis. The report shows the Actual and Projected versus the Plan spending, I made amendments from the previous direct reports. I included a page with formulae, so when I change the projected month, the whole report gets updated. This was fed by AS400 queries. Attached in evidence E is an example of a direct report. Producing the direct report I learnt that managing a task effectively can be challenging as other tasks and emails will pop up, I overcame this by replying to all email tasks as they came, once they were dealt with I would return to the reports.

Indirect Evidence (Evidence F & G) Included in evidence F are materials that relate to the MEL (McDonalds European Limited) meeting and the annual report. The MEL meeting is a yearly meeting where all European employees meet to discuss the previous year’s results, the future year and is a great place to network with people you would only otherwise talk via emails. During the meeting the CFO gave a presentation on the previous financial year, using numbers I would have had direct involvement with, I enjoyed the presentation as I got to see how my hard work affects the company. I was directly in charge of reconciliation of the meeting, this included collecting all invoices relating to the meeting, producing a friendly to read table and returning my findings to the head of communications (who ran the meeting). The annual report is similar in respect that the figures used were a direct involvement from our team’s reports and plans. Attached in evidence F is an exert of the annual report, a reconciliation of the MEL meeting and emails to support this.

Managing Tasks

It was a learning experience for me seeing how my day-to-day tasks affect the company as a whole; I believe this is important as sometimes you forget that you made a difference when you are working on a computer every day. It was a real boost seeing what we had achieved throughout the year. Included in evidence G is the Mid Year Review (MYR), this review is produced for the CFO, my team and I are directly involved in the producing of the review, then a presentation is conducted by Nicoleta (G&A Manager). The review consists of reviewing workbooks, checking the Actual versus the Budget, cost centre analysis and direct reports. Attached in evidence G is an extract of the presentation, It was a collective effort finishing the MYR on time, I put in exceptional effort throughout the process, together within the team with strong communication we were set different tasks to complete then to collate our findings together. Edward (Financial Assistant) and I showed strong communication while working together on reviewing the workbooks, to complete the task as quickly and efficiently as possible. I confirm that the student has demonstrated competencies for Managing Tasks. Supervisor/Manager Signature Print Name Job Title: Date: I confirm that the evidence provided is my own work. Student signature: Date: Please Note:



Working with & Relating to Others Placement Visit Arrangements

Preparing for your Tutor Visit (Evidence H).

Included in evidence H is my full Tutor Visit, including all the forms that were required.

This includes my student report, the employers report, and the agenda. Attached in evidence H is the final PDF I sent off prior to my tutors visit.

Reflecting for your Tutor Visit (Evidence I). My tutor visit occurred on March 18th 2014 at 2:15pm; I started with a short tour of the office offering any refreshments or beverages. I then sat down and discussed my role within the company, how my time has gone so far and discussed objectives and improvements. Lastly we discussed and looked through the tutor visit forms I had to produce prior to the visit, as well as looking through what I had done to date regarding my portfolio. I then introduced my tutor to two of my team members, and then continued to introduce her to my managers; here they discussed projects I have worked on, my work load/ethics as well as my development. We then conversed on what my managers said and reviewed how I can improve further using my managers’ comments. Attached in evidence I, are my meeting notes from the tutor visit. Overall I feel like the visit went very well, and I hope that I showed a snippet of what I do day to day and what I am capable of. I was very nervous at the start, as I wanted to show a good account of the company I work for and of myself, but once we started discussing my role I felt more comfortable. If I were to prepare for a similar meeting, I would run through it a few times so I would be more confident. I confirm that the student has demonstrated the competencies for self-management & development. Supervisor/Manager Signature: Print Name: Job Title: Date: I confirm that the evidence provided is my own work. Student Signature: Date: Please note:



Communicating Clearly and Effectively.

Provide ONE piece of evidence for each that demonstrates your communication skills.

Verbal communications are clear and to the point (Evidence J). Included in evidence J is the sport fund executive report. This report is discussed with our sponsorship affiliate once every two months. During this meeting, I need to carefully explain, the cost of each invoice and how much of the budget is left. I must clarify the report to someone that is not familiar with finance, as such it is important to be precise and to the point. Attached in evidence J is an extract of the report that will be discussed. I feel this is something I excel at, as there seems to be very little confusion and we always meet our targets by the time the next meeting arrives.

Written communications are accurate (Evidence K). Included in evidence K are emails relating to the sport fund. Between meetings I will liaise with our sponsorship affiliate, on a regular occurrence between meetings to insure invoices are getting paid within the time constraints. I may make changes to the executive report, when this occurs my written communication must be accurate to explain what I have altered. I have also included other ways I use written communication, via Microsoft Lync, I can instant message other employees to let them know when tasks are completed. Attached in evidence K are emails regarding the sports fund and a Microsoft Lync conversation concerning purchase orders. This is something I have improved on, throughout my time at the company. I now feel confident when sending emails, that I will receive the information I am after. I learnt to be careful when communicating with people that are not natural English speakers, to be precise and clear.

Active Listening (Evidence L). Included in evidence L is UK recovery presentation. This was a presentation conducted after work hours by one of the vice presidents. To presentation was about the McDonald’s UK market downturn and revival. I demonstrated superb active listening skills, I had the ability to focus on what he was saying, and incorporating the message he was giving, while making worthwhile notes. To clarify my understanding on the presentation, I asked a question at the end that sparked a debate within the audience. Attached in evidence L are screenshots of my personal laptop. Containing the notes of the presentation.

Communicating Clearly and Effectively.

The notes I made were clear and to the point. I hope to use the same structure of note taking while still being engaged, to university next year, this will help me when going through my notes and the revision period. I confirm that the student has demonstrated the competencies for self-management & development. Supervisor/Manager Signature: Print Name: Job Title: Date: I confirm that the evidence provided is my own work. Student Signature: Date: Please note:



In the U.S., at McDonald’s, employment is at will. This means that employees are free to terminate their employment at any time, for any reason, and McDonald’s reserves the same right. The president of McDonald’s is the only person who may make an exception to this, and it must be in writing and signed by the president.

McDonald’s reserves the right to amend or modify the policies and procedures described in this guide at any time without prior notice. The information and processes contained in this guide do not create any contractual obligation between McDonald’s and its employees.

The legal import of PDS varies from country to country. If you want more information concerning the legal import of PDS in your country, please contact your local HR Department Head.

©2008 McDonald’s Corporation. All Rights Reserved. Portions Copyright © 2005, Personnel Decisions International Corporation. All Rights Reserved.

1

Individual Performance Plan

JOB LEVEL ASSOCIATE/COORDINATOR/SPECIALIST LEADERSHIP LEVEL LEADING SELF

EMPLOYEE COMPLETE

Information about Me Name

SAMUEL ARCHER Title FINANCIAL ASSISTANT

Region/Division/ Department

MEL G & A FINANCE GROUP Band/Job Level (within the U.S.)

NA Grade (outside the U.S.) NA

Person you report to

NICOLETA CIOCIRLAN Date of mid-year review DEC 2013 Date of year-end review MAY 2014

EMPLOYEE COMPLETES Results Achieved on Objectives Influence 75% of Employee’s Overall Performance Rating

My Objectives and Results Achieved • Review your organization or team business plan for the year • Working with your manager, write objectives that are Specific, Measurable, Achievable, Relevant and Time-bound (SMART) • Update your objectives and enter accomplishments at the mid-year and year-end reviews

Objectives that support your team’s business strategies Date to complete Measurement 1. Streamlining Month end via the use of a Monthly Prompt

Once a Month I have to perform the same month end tasks, I hence feel that if I could streamline this process into a new methodical way, this would be of a great benefit, not only to me but my team. I feel a monthly Prompt, with a running order for month end will help improve efficiency and hopefully I can bring the same thought process with me to university for my last academic year.

Q3 2013

Timely and accurate month end submission, ensuring the procedure is applied correctly and consistently.

Accomplishments 3

2. Budget Process – Preparation and cross checking of all plan reports, direct reports, analytical reports with FX rates and cost centre and open item databases. Work with specific departments – prelim plan workbooks > budget meetings > plan workbooks. Work in co-operation with the team in some aspects.

During my time with the company I will be involved with the budget process for the 2014 calendar year, completing the above will be of much importance when finalizing the 2014 budget.

Q3 & Q4 2013

All reports are prepared accurately (no spreadsheet errors as well as ensuring all of the reports tie in together. All completed in line with the plan process deadlines.

Good feedback from departments with whom I will hopefully get a chance to work together with.

Accomplishments 4

3. G+A Tidy Up – Faster Reallocation of all incorrect costs on the wrong account and or open item.

During my first G+A tidy up I was quite slow at recoding the incorrect costs, this wastes time and effected my performance on other tasks, so it is important that I concentrate on learning the correct accounts to function types.

First Month

An accurate G+A provides a much clearer outlook of costs on the company, thus providing more accurate results. Improved presentations.

Accomplishments 3

4. Filing – Improving the efficiency.

The Filing system we currently use is difficult to understand, and has no direct instruction on where certain items should go, I believe that if I spend a short while changing the system in use, we would benefit from time lost in the future. As well as clearer idea of where we are up to in regards to auditing and stationary.

Q3 2013

An up to date filing system, would benefit the whole team, as we would not waste valuable time on searching for folders etc.

Accomplishments 2

5. Verizon – Improving the Verizon invoices process.

Currently the process is quite a long period, I hope to shorten this down by creating a Verizon shortcut manual, a page that will have all the correct coding of the invoices for all departments, this way I will not have to search back for previous invoices to find the correct coding.

Q3 2013

Saved time can be used on more valuable tasks, my production would increase.

Accomplishments 2





2



6. Reconciling Events & Budget overview.

Reconciling events is something that I will be entrusted with in the future, once my knowledge has improved, this will entail. Locating all costs for a meeting, recoding to the correct account and open item, deducting costs for delegate fees and returning the information in an easy to read format for the department heads.

Q1 2014

The department head understanding the information sent to them, so they can discuss their Actual Vs. Budget.

Accomplishments NA

Objectives that support the individual development of another employee Date to complete Measurement 1. Supporting the new starter.

The new starter will be new to some procedures, and our accounting software MSIS (McDonald’s Shared Information Systems) a variation of AS400. I will train him up to my current ability with the software.

First Month

The new starter being able to assist the team from a very early stage.

Accomplishments 3

2. Training my replacement.

Teaching my replacement everything I know, setting up step by step guides, and issuing many notes, showing them the mistakes I made and how I overcome them, the responsibilities I had. Being a mentor for the short hand over period.

Q2 2014

My replacement will have an easy changeover, and be able to cope with the workload once I have left.

Accomplishments NA

Results Achieved Rating End of Year Rating: 3

4 Exceptional Results Accomplishments were significantly beyond target performance levels. Contributions to business unit/team and department results were exceptional.

3 Significant Results Accomplishments met and sometimes exceeded target performance levels. All requirements and expectations of the job were fulfilled. 2 Some Improvement Required Accomplishments met some but not all target levels and/or basic job requirements were not consistently met. Performance is unsatisfactory and improvement is required. 1 Unacceptable Results Few objectives were met and basic job requirements were not maintained. Performance improvement must be achieved.

Mid-Year Employee Comments: I feel like I am making great strides in improving myself, however now the budgeting stage of my placement is over I am going to concentrate on improving the efficiency of my work, and creating new ways to streamline my tasks.

Mid-Year Manager Comments: Samuel is progressing very quickly, He is very supportive within the team and is meeting his objectives. I find his aspirations to continually improve himself impressive as his attitude to work.

End of Year Employee Comments: End of Year Manager Comments:


3



MANAGER COMPLETES Ratings on Competencies Influence 25% of Employee’s Overall Performance Rating

Leadership Competencies • Your manager will rate your performance on the demonstration of competencies based on the behaviours expected for your job level. • You and your manager will discuss these behaviours during your mid-year and year-end reviews.

Communicates Effectively and Candidly Demonstrates strong two-way communications skills. Conveys information and ideas in an open, articulate and timely manner. Considers cultural differences and others’ perspectives when communicating.

Expected behaviour Someone who does not display this competency:

Often misses the point others are trying to make Cuts people off before they finish speaking Does not listen well Not a clear communicator in writing and/or in oral communications Holds information or viewpoint back Ignores differing perspectives or messages that are contrary to his or hers

Conveys written and spoken information clearly, concisely, and in a timely manner. Listens carefully to different opinions and ideas. Communicates in a way that demonstrates respect for individual differences. Shares viewpoints openly, even if they are contrary to the majority viewpoint.

Rating: 3 4 Exceptional Demonstration 3 Significant Demonstration 2 Opportunity for Development 1 Unacceptable Demonstration

Mid-Year Employee Comments: I showed strong communication especially during the mid-year review within my team. Especially when negotiating tasks with Edward Valentine. Though I believe I can improve on my written communication especially when dealing with employees where English is not their first language.

Mid-Year Manager Comments: Samuel has shown communication is one of his strengths, he is confident in our weekly meetings and conveys relevant information. To increase this rating to a 4, I suggest he is more open to his opinion, as it is normally a strong one and the team would benefit from hearing his ideas.


Puts the Customer First Strives to deliver high quality products and superior service that exceeds the expectations of our internal and external customers.


Does not approach issues with a customer-first mind-set Fails to recognize opportunities and the potential impact on the customer Does not take the time for customer contact Assumes that all customer’s needs are the same and/or cannot change

Takes personal responsibility to deliver superior service to the customer. Follows up with customers in a timely manner. Treats customers/clients with respect and dignity. Demonstrates understanding of the unique needs of individual customers.


Mid-Year Employee Comments: I approach each task uniquely as I believe each employee would want their work done differently, as such I try to tailor my tasks accordingly, this will bring the best customer satisfaction.

Mid-Year Manager Comments: Samuel takes great pride in his work, this has resulted in a high standard of work. He responds to emails promptly and I have received many compliments on the work he has completed for others. I am very pleased with his output and his goal will be to keep it up.


Leadership Competencies Ratings

4 Exceptional Demonstration 3 Significant Demonstration 2 Opportunity for Development 1 Unacceptable Demonstration

Demonstrated the expected behaviour in an extremely effective and consistent manner.

Demonstrated the expected behaviours for this leadership competency in a consistent and effective manner.

Did not consistently and/or effectively demonstrate some of the expected behaviours for this leadership competency.

Demonstration of the expected behaviours for this leadership competency was unacceptable and needs immediate improvement.


4



Leads Change and Innovation Identifies the changing needs of our customers, employees and system and successfully leads innovation that improves the business.


Is fixed on how things have always been done Resists new ideas Avoids taking risks Applies old solutions to new problems Generates ideas that are not suitable for the needs of the business

Approaches problems with curiosity and open-mindedness. Picks up on and adapts to different or new ways of doing things. Identifies and surfaces opportunities to improve processes.


Mid-Year Employee Comments: I am eager to acquire new information and I have shown at university I am a quick learner, I picked up the software very quickly (AS400), my thought process enables me to approach tasks in a methodical way.

Mid-Year Manager Comments: Samuel has had a good start to his placement regarding innovation, he is strong when it comes to many particular tasks. However there is room for improvement, I feel he can improve the process of some tasks to cut time and concentrate on more important tasks.


Builds and Leverages Talent Builds the quality of McDonald’s employee base by seeking out high performers, helping others develop and grow, rewarding high achievement, and supporting diversity of thought and perspective.


Overemphasizes proving oneself and does not give credit to others

Fails to give others constructive performance feedback Does not let go of tasks that should be accomplished by

others Does not apply consistent criteria and standards when

making talent management decisions

Provides constructive feedback to others to help improve their performance. Shares own expertise and experience with others. Acknowledges others' efforts and accomplishments. Demonstrates respect for the diversity of talent on a team.


Mid-Year Employee Comments: I do not feel like I have been in a position to leverage talent in the first six months, and is certainly an area I need to strengthen under.

Mid-Year Manager Comments: Samuel has a lot of respect for the team, however I believe there is more to gain from his experiences and his talents. He has taught the team new things at times and I would suggest he does this more during the next six months.



5



Plans and Acts Strategically Develops a clear and compelling vision, strategy, or action plan that is aligned with the organization’s goals.


Has little or no understanding of the vision/strategy of the business or of how individual or team goals connect to it.

Stays focused on own initial objectives and priorities even when the business circumstances change.

Spends excessive time on elements too tactical for job level Does not keep apprised of industry trends and changes Is often seen as “working in a silo.” Does not build professional networks across the organization.

Aligns own activities with the work group's goals and strategies. Promotes and demonstrates commitment to the organization's vision, values, and

direction. Develops plans for completing work including the sequence of activities, realistic

time estimates, and required resources. Breaks assignments down into manageable tasks. Coordinates planning efforts with other areas of the business.


Mid-Year Employee Comments: As time went on I understood the importance of prioritising, to align my tasks in order of urgency, this led me to completing tasks within the time constraints. I have developed step by step notes for almost of all my tasks which are attached in the appendix.

Mid-Year Manager Comments: Samuel excels at his work load, he is very methodical in his thought process, and he asks many questions to improve himself and his work. The methodical way he approaches his work means there are very few mistakes.



6



Achieves through Teamwork Works cooperatively as a member of a team and is committed to the overall team objectives rather than one’s own interests. Is open to others’ diverse ideas and leverages the team’s differences to achieve results.


Is control oriented and does not trust a team to perform Fails to create shared goals and rally the team around those

goals Does not leverage differences to create synergies in the team Withholds resources and information from others Builds teams that look, act and think alike Lacks awareness of others’ needs

Readily involves others, as appropriate, to accomplish individual and team goals. Volunteers to help others. Proactively shares updates and information with others. Seeks opportunities to collaborate even when their own viewpoints may not align

with others.


Mid-Year Employee Comments: I am very conscious of letting the team down, I make sure that when we perform tasks that my role is completed as to not delay the project. I lease with my team on an almost daily basis, and often help departments when they are in need.

Mid-Year Manager Comments: We have achieved a lot in the first 6 months of Samuel’s placement, September to January is a very busy time for the team, we have the mid-year review, pre-plan and the plan. All require concentration and effort, we accomplished this by working as a team and Samuel was an integral part of that.


Leads through Influence Positively influences others and collaborates in ways that inspire others to take action and/or change perspective.


Often fails to get support for ideas and projects Is not passionate enough to energize others Does not make others feel as though their point of view has

been heard Is only able to get things accomplished through a directive

leadership style

Builds networks to increase personal effectiveness. Engages others in own work by demonstrating a sense of optimism, ownership and

commitment. Provides a sound rationale to gain support for ideas and/or recommendations. Links ideas to needs and benefits.


Mid-Year Employee Comments: I need to work on influencing others through my leadership, as it stands I do not feel like I am in a position where my leadership can be beneficial. I look forward to training my replacement, to be able to engage them into the world of finance.

Mid-Year Manager Comments: Samuel is passionate in his tasks, and brings others into his work where need. He is a good collaborator, though it is hard for him to influence others through experience, I believe he can do more to influence people through his passion and personality, he certainly has it within himself to be a good leader.



7



Executes for Results Relentlessly pursues the achievement of goals and sustained profitable growth while upholding the highest possible standards of fairness, honesty and integrity.


Does not demonstrate extra effort required to push through obstacles

Does not consistently deliver results Wastes time and resources pursuing non-important activities Does not follow through on commitments Achieves results at the cost of people or McDonald’s values.

Sets high standards for own performance. Asks questions to clarify assignments and priorities as needed. Gathers data to evaluate processes and programs. Takes the initiative to resolve routine problems and understands when issues should

be escalated. Stays focused on most important work activities, even when distractions occur. Upholds all of McDonald’s Standards of Business Conduct.


Mid-Year Employee Comments: I take great pride in my work, this has helped me achieve great success, both academically and now professionally. I am continuingly trying to improve myself, as a result I ask many questions to better my understanding. I will always try and use my initiative where appropriate to solve problems.

Mid-Year Manager Comments: Samuel’s work has been very impressive since day one, the high standards he produces has set the bar for himself for the remainder of the placement.



8



MANAGER COMPLETES

Overall Performance Level This rating is based on the weighted sum of Results Achieved (75 percent) and Competencies (25 percent).

4 Exceptional Performance The employee achieved results that far exceeded expectations and requirements of the job, while modelling the Competencies expected of McDonald’s employees. The employee’s performance was always of exceptional quality. This rating is reserved for employees who have exhibited exceptional performance while meeting challenging demands.

3 Significant Performance The employee achieved results that consistently met or occasionally exceeded expectations and planned objectives. This rating describes employees who successfully do their jobs and meet high performance standards while at the same time demonstrating McDonald’s Competencies. (Note: This rating should also be used for employees who are new in their jobs and who are progressing as expected.)

2 Some Improvement Required Improvement is required as the employee’s performance was varied, and his or her ability to meet expectations and accomplish planned objectives was inconsistent. This rating should be used for employees who achieved results but did so by demonstrating behaviours that are not consistent with McDonald’s Competencies. Employees in this rating category should be placed on an accelerated review cycle with a Performance Improvement Plan to improve performance.

1 Unacceptable Performance The employee’s performance was unacceptable and needs immediate improvement. Expected results were not attained and planned objectives were not achieved. This rating also pertains to employees who achieved results but did so in a manner that is clearly in violation of the Competencies that are expected of McDonald’s employees. An employee in this category should be on a Performance Improvement Plan, and must meet the objectives of the plan to remain in current position. In some cases, termination without going through a Performance Improvement Plan may be appropriate. Overall Performance Level Rating:

Summary comments Provide detailed comments regarding employee’s achievement of performance objectives, display of Competencies, and overall performance for the year.

Employee's Signature: ___________________________________Manager’s Signature: ____________________________________ Date:________________________________


9

Individual Development Plan


Completion of your individual development plan and your development discussion can occur during the same time frame as your performance review, or at a different time. Talk with your manager about what will work best for your review cycle. (Recommendation: Before you establish your development goals, use the Development Discussion Guide located on the PDS website to talk with your manager about competencies that are important for your current or future job.)

Name Samuel Archer Today’s Date 08/07/2014

Short-term or long-term Placement Goals (Write a statement that captures your professional aspirations.)

I want to gain some experience working in a field which I am interested in, seeing the progress and problems finance have faced in the past and the

solutions that were found. I wanted an insight into what it is like to work in an office environment on a day to day basis and am therefore eager to see how

the company plays a role in the economy, to understand the big picture.

My long term goal would be to see whether a finance role is for me or to pursue other career interests such as insurance or investment banks. Doing a

placement for me is a crucial part of this decision process. Learning about the field of accounting, learning about the financial year and how it affects

people’s workloads, learning about possible qualifications available in this field, also knowing how to meet stakeholder needs and build strong business

relationships.

Development Goal #1

A short term goal in my personal development is to improve my ability on Microsoft Office, in particular my use of Microsoft Excel. The pace I am currently

using excel at, is slowing my efficiency in the workplace. To solve this I shall be receiving some training to help me unlock my potential in the office package.

Another short term goal is that of working to a time table, after my first month here I know that I will be repeating certain tasks on a routine basis. If I can

keep a record of the monthly task and a list of ongoing tasks I am sure I will be able to improve my productivity.

Long term I would like to improve my decision making in high pressured surroundings I hope to do this via the day to day challenges I face, these

experiences are why I thought a placement would help me not just overcome these problems but make me grow as a result. I am independent and

therefore don't need to be micro managed I am hoping this will be key for my development in certain areas such as my aptitude for problem solving.

How this will make me more effective in my current or future job

Short term becoming more efficient at Office, and my time management will improve the rate at what I work and therefore my productivity.

Long term, better decision making will save more of my team’s time and thus leaving them to do more valuable work.

Success Measures

As Times goes on I should be able to increase my workload without struggling.

Action Steps

Action Training For Office Skills

Date to Complete October 2013

Resources/Commitment Needed 125 hours of study time per exam

Notes & Progress

Action Work to a timetable

Date to Complete Ongoing

Resources/Commitment Needed Sticking to the timetable, make adjustments when needed

Notes & Progress

Action Improve Decision Making


Resources/Commitment Needed

Notes & Progress


10



Development Goal #2

I have always struggled with my written language and hope to improve this dramatically as to improve my communication within the workplace via emails

but more importantly on a personal note to succeed in my final year at university particularly my final year project. This has become apparent, as I need to

learn how to chase people faster and more effectively, as one of my first projects (which cannot be disclosed due to confidentiality agreements) was

sending invoices out and only half have to date ( June 21st) have got back to me (3 weeks after initial emails were sent).

I want to build strong working relationships, between my co-workers, being in a strong team will be greatly beneficial, as we can offer each other aid on

difficult tasks. I am trusted with very confidential information (including payroll), the trust my team has shown in me already at this early stage of my

placement has given me great belief. I look forward to collaborating within my team and with external companies to conclude projects.


Stronger written communication will lead to less mistakes that will bring good morale to my team, it is important to have good team cohesion, to work in

different more efficient ways.

Success Measures

There will be less confusion between email trails, and the team will collaborate more effectively.

Action Steps

Action Study Email Trails, to determine best form of written communication.


Resources/Commitment Needed 10 minutes every day

Notes & Progress

Action TBC

Date to Complete


Notes & Progress

Action TBC

Date to Complete


Notes & Progress


11



Development Goal #3

I would like a way to apply my economic knowledge more, so far I have learnt the majority of my knowledge from my team via on the job training,

hopefully as time passes I will be able to analyze the effects on Actuals vs. Budgets. I would like to inter twine my theory and practical work one day, this

initially seems like it will be a difficult task, but I am determined to use the theory I picked up during my first year accounting module at the very least.

I would like to focus some attention on evaluating myself, I am a strong analytical thinker but I am always trying to improve myself. I am looking forward

throughout the year to find new ways to improve, an opportunity I wouldn't have had if I continued my studies. I have a positive attitude, and so far have

shown that I possess the ability to balance a number of tasks without compromising accuracy, I believe this is essential for me to carry on improving.


Implementing my own knowledge will benefit any role I hold, as I can add a unique aspect of my education.

Success Measures

I will have finished the placement as an improved employee.

Action Steps

Action Think behind the numbers

Date to Complete Full Year

Resources/Commitment Needed Try to relate theory

Notes & Progress

Action Try to evaluate myself at least once every 6 months.


Resources/Commitment Needed Stick to evaluating myself

Notes & Progress

Action NA

Date to Complete NA

Resources/Commitment Needed NA

Notes & Progress






1



EMPLOYEE COMPLETE

Information about Me Name


Region/Division/ Department

MEL G & A FINANCE GROUP Band/Job Level (within the U.S.)


Person you report to

NICOLETA CIOCIRLAN Date of mid-year review DEC 2013 Date of year-end review MAY 2014


My Objectives and Results Achieved • Review your organization or team business plan for the year • Working with your manager, write objectives that are Specific, Measurable, Achievable, Relevant and Time-bound (SMART) • Update your objectives and enter accomplishments at the mid-year and year-end reviews

Objectives that support your team’s business strategies Date to complete Measurement 1. Streamlining Month end via the use of a Monthly Prompt

Once a Month I have to perform the same month end tasks, I hence feel that if I could streamline this process into a new methodical way, this would be of a great benefit, not only to me but my team. I feel a monthly Prompt, with a running order for month end will help improve efficiency and hopefully I can bring the same thought process with me to university for my last academic year.

Q3 2013

Timely and accurate month end submission, ensuring the procedure is applied correctly and consistently.

Accomplishments 4

2. Budget Process – Preparation and cross checking of all plan reports, direct reports, analytical reports with FX rates and cost centre and open item databases. Work with specific departments – prelim plan workbooks > budget meetings > plan workbooks. Work in co-operation with the team in some aspects.

During my time with the company I will be involved with the budget process for the 2014 calendar year, completing the above will be of much importance when finalizing the 2014 budget.

Q3 & Q4 2013

All reports are prepared accurately (no spreadsheet errors as well as ensuring all of the reports tie in together. All completed in line with the plan process deadlines.

Good feedback from departments with whom I will hopefully get a chance to work together with.

Accomplishments 4

3. G+A Tidy Up – Faster Reallocation of all incorrect costs on the wrong account and or open item.

During my first G+A tidy up I was quite slow at recoding the incorrect costs, this wastes time and effected my performance on other tasks, so it is important that I concentrate on learning the correct accounts to function types.

First Month

An accurate G+A provides a much clearer outlook of costs on the company, thus providing more accurate results. Improved presentations.

Accomplishments 4


The Filing system we currently use is difficult to understand, and has no direct instruction on where certain items should go, I believe that if I spend a short while changing the system in use, we would benefit from time lost in the future. As well as clearer idea of where we are up to in regards to auditing and stationary.

Q3 2013

An up to date filing system, would benefit the whole team, as we would not waste valuable time on searching for folders etc.

Accomplishments 3


Currently the process is quite a long period, I hope to shorten this down by creating a Verizon shortcut manual, a page that will have all the correct coding of the invoices for all departments, this way I will not have to search back for previous invoices to find the correct coding.

Q3 2013

Saved time can be used on more valuable tasks, my production would increase.

Accomplishments 3





2




Reconciling events is something that I will be entrusted with in the future, once my knowledge has improved, this will entail. Locating all costs for a meeting, recoding to the correct account and open item, deducting costs for delegate fees and returning the information in an easy to read format for the department heads.

Q1 2014

The department head understanding the information sent to them, so they can discuss their Actual Vs. Budget.

Accomplishments 4

Objectives that support the individual development of another employee Date to complete Measurement 1. Supporting the new starter.

The new starter will be new to some procedures, and our accounting software MSIS (McDonald’s Shared Information Systems) a variation of AS400. I will train him up to my current ability with the software.

First Month

The new starter being able to assist the team from a very early stage.

Accomplishments 4


Teaching my replacement everything I know, setting up step by step guides, and issuing many notes, showing them the mistakes I made and how I overcome them, the responsibilities I had. Being a mentor for the short hand over period.

Q2 2014

My replacement will have an easy changeover, and be able to cope with the workload once I have left.

Accomplishments 4

Results Achieved Rating End of Year Rating: 4



Mid-Year Employee Comments: I feel like I am making great strides in improving myself, however now the budgeting stage of my placement is over I am going to concentrate on improving the efficiency of my work, and creating new ways to streamline my tasks.

Mid-Year Manager Comments: Samuel is progressing very quickly, He is very supportive within the team and is meeting his objectives. I find his aspirations to continually improve himself impressive as his attitude to work.

End of Year Employee Comments: Reflecting on my time, and the comments made by Nicoleta during my mid-year review. I pushed on to complete my objectives I am particularly proud of the improvements I have made and the impact I had on the role.

End of Year Manager Comments: It has been a pleasure working with Samuel he continued to impress under demanding situations, he will be sorely missed by the team and McDonalds Europe as a whole.


3




Leadership Competencies • Your manager will rate your performance on the demonstration of competencies based on the behaviours expected for your job level. • You and your manager will discuss these behaviours during your mid-year and year-end reviews.

Communicates Effectively and Candidly Demonstrates strong two-way communications skills. Conveys information and ideas in an open, articulate and timely manner. Considers cultural differences and others’ perspectives when communicating.


Often misses the point others are trying to make Cuts people off before they finish speaking Does not listen well Not a clear communicator in writing and/or in oral communications Holds information or viewpoint back Ignores differing perspectives or messages that are contrary to his or hers

Conveys written and spoken information clearly, concisely, and in a timely manner. Listens carefully to different opinions and ideas. Communicates in a way that demonstrates respect for individual differences. Shares viewpoints openly, even if they are contrary to the majority viewpoint.


Mid-Year Employee Comments: I showed strong communication especially during the mid-year review within my team. Especially when negotiating tasks with Edward Valentine. Though I believe I can improve on my written communication especially when dealing with employees where English is not their first language.

Mid-Year Manager Comments: Samuel has shown communication is one of his strengths, he is confident in our weekly meetings and conveys relevant information. To increase this rating to a 4, I suggest he is more open to his opinion, as it is normally a strong one and the team would benefit from hearing his ideas.

End of Year Employee Comments: After my mid-year review meeting I realised I needed to speak more openly with my team on improvements I believe could be implemented into our line of work, I am very happy how my written communication improved throughout the year and look forward to exercising this new talent while at university.

End of Year Manager Comments: Samuel improved sharing his view point after the mid-year review, I have now given him a 4 rating, and his opinion should be voiced even if different, as contrary opinions can lead to innovating the work process. I am very happy with the progress Samuel has made.



Demonstrated the expected behaviour in an extremely effective and consistent manner.





4





Does not approach issues with a customer-first mind-set Fails to recognize opportunities and the potential impact on the customer Does not take the time for customer contact Assumes that all customer’s needs are the same and/or cannot change

Takes personal responsibility to deliver superior service to the customer. Follows up with customers in a timely manner. Treats customers/clients with respect and dignity. Demonstrates understanding of the unique needs of individual customers.


Mid-Year Employee Comments: I approach each task uniquely as I believe each employee would want their work done differently, as such I try to tailor my tasks accordingly, this will bring the best customer satisfaction.

Mid-Year Manager Comments: Samuel takes great pride in his work, this has resulted in a high standard of work. He responds to emails promptly and I have received many compliments on the work he has completed for others. I am very pleased with his output and his goal will be to keep it up.

End of Year Employee Comments: I realised after the review that this was one of my strong points and made a conscious effort to keep my high standard levels raised.

End of Year Manager Comments: Samuel continued to excel in this department, all tasks were completed within the time constraints and to a very high level. I am pleased that Samuel kept the standards high throughout the year.


5





Is fixed on how things have always been done Resists new ideas Avoids taking risks Applies old solutions to new problems Generates ideas that are not suitable for the needs of the business

Approaches problems with curiosity and open-mindedness. Picks up on and adapts to different or new ways of doing things. Identifies and surfaces opportunities to improve processes.


Mid-Year Employee Comments: I am eager to acquire new information and I have shown at university I am a quick learner, I picked up the software very quickly (AS400), my thought process enables me to approach tasks in a methodical way.

Mid-Year Manager Comments: Samuel has had a good start to his placement regarding innovation, he is strong when it comes to many particular tasks. However there is room for improvement, I feel he can improve the process of some tasks to cut time and concentrate on more important tasks.

End of Year Employee Comments: I listened to the advice given to me and looked at the way I approach some tasks, after analysing where the waste of time occurred, I acted to remove them. (I realised instead of scanning invoice by invoice onto the network it would be suitable to scan by market).

End of Year Manager Comments: Samuel continued to show a strong approach to his work, and innovated a few processes this led him to increase his work load.

Builds and Leverages Talent Builds the quality of McDonald’s employee base by seeking out high performers, helping others develop and grow, rewarding high achievement, and supporting diversity of thought and perspective.


Overemphasizes proving oneself and does not give credit to others

Fails to give others constructive performance feedback Does not let go of tasks that should be accomplished by

others Does not apply consistent criteria and standards when


Provides constructive feedback to others to help improve their performance. Shares own expertise and experience with others. Acknowledges others' efforts and accomplishments. Demonstrates respect for the diversity of talent on a team.


Mid-Year Employee Comments: I do not feel like I have been in a position to leverage talent in the first six months, and is certainly an area I need to strengthen under.

Mid-Year Manager Comments: Samuel has a lot of respect for the team, however I believe there is more to gain from his experiences and his talents. He has taught the team new things at times and I would suggest he does this more during the next six months.

End of Year Employee Comments: This was something I knew I had to work on, after discussing with Nicoleta, we decided that I would share my criticisms more when something affects my work, while still being respectable. I realised I can still give positive reinforcement as well as being constructively critical, it does not have to be one or the other.

End of Year Manager Comments: Samuel listened to the advice I gave him and as a result increased his rating to a there, after speaking out we have changed a few processes that help the whole team in a fair way.


6





Has little or no understanding of the vision/strategy of the business or of how individual or team goals connect to it.

Stays focused on own initial objectives and priorities even when the business circumstances change.

Spends excessive time on elements too tactical for job level Does not keep apprised of industry trends and changes Is often seen as “working in a silo.” Does not build professional networks across the organization.

Aligns own activities with the work group's goals and strategies. Promotes and demonstrates commitment to the organization's vision, values, and

direction. Develops plans for completing work including the sequence of activities, realistic

time estimates, and required resources. Breaks assignments down into manageable tasks. Coordinates planning efforts with other areas of the business.


Mid-Year Employee Comments: As time went on I understood the importance of prioritising, to align my tasks in order of urgency, this led me to completing tasks within the time constraints. I have developed step by step notes for almost of all my tasks which are attached in the appendix.

Mid-Year Manager Comments: Samuel excels at his work load, he is very methodical in his thought process, and he asks many questions to improve himself and his work. The methodical way he approaches his work means there are very few mistakes.

End of Year Employee Comments: I took it upon myself to type up certain notes and guides, attached in evidence (F) that would help benefit any new starters/placement students. As well as something I could look back to refer to.

End of Year Manager Comments: Samuel will be the sole trainer of his replacement and looking at his plan for the handover I am very impressed, his thought process was clearly on show.


7



Achieves through Teamwork Works cooperatively as a member of a team and is committed to the overall team objectives rather than one’s own interests. Is open to others’ diverse ideas and leverages the team’s differences to achieve results.


Is control oriented and does not trust a team to perform Fails to create shared goals and rally the team around those

goals Does not leverage differences to create synergies in the team Withholds resources and information from others Builds teams that look, act and think alike Lacks awareness of others’ needs

Readily involves others, as appropriate, to accomplish individual and team goals. Volunteers to help others. Proactively shares updates and information with others. Seeks opportunities to collaborate even when their own viewpoints may not align

with others.


Mid-Year Employee Comments: I am very conscious of letting the team down, I make sure that when we perform tasks that my role is completed as to not delay the project. I lease with my team on an almost daily basis, and often help departments when they are in need.

Mid-Year Manager Comments: We have achieved a lot in the first 6 months of Samuel’s placement, September to January is a very busy time for the team, we have the mid-year review, pre-plan and the plan. All require concentration and effort, we accomplished this by working as a team and Samuel was an integral part of that.

End of Year Employee Comments: We accomplished more in the first six months as a team, though I still made an effort to help others when in need, and constantly shared new information.

End of Year Manager Comments: Samuel has continued to be very helpful for the team, he is a committed individual that helps daily, and he shows exceptional strength in this field.



Often fails to get support for ideas and projects Is not passionate enough to energize others Does not make others feel as though their point of view has

been heard Is only able to get things accomplished through a directive

leadership style

Builds networks to increase personal effectiveness. Engages others in own work by demonstrating a sense of optimism, ownership and

commitment. Provides a sound rationale to gain support for ideas and/or recommendations. Links ideas to needs and benefits.


Mid-Year Employee Comments: I need to work on influencing others through my leadership, as it stands I do not feel like I am in a position where my leadership can be beneficial. I look forward to training my replacement, to be able to engage them into the world of finance.

Mid-Year Manager Comments: Samuel is passionate in his tasks, and brings others into his work where need. He is a good collaborator, though it is hard for him to influence others through experience, I believe he can do more to influence people through his passion and personality, he certainly has it within himself to be a good leader.

End of Year Employee Comments: After our review, I realised I can do more to influence others, I aimed to get other departments to be more passionate about their finance, if they take greater care with their finances it will help our department.

End of Year Manager Comments: You can see the passion in Samuels work; his passion overflows into other employees. This has a positive influence in the office.


8



Executes for Results Relentlessly pursues the achievement of goals and sustained profitable growth while upholding the highest possible standards of fairness, honesty and integrity.


Does not demonstrate extra effort required to push through obstacles

Does not consistently deliver results Wastes time and resources pursuing non-important activities Does not follow through on commitments Achieves results at the cost of people or McDonald’s values.

Sets high standards for own performance. Asks questions to clarify assignments and priorities as needed. Gathers data to evaluate processes and programs. Takes the initiative to resolve routine problems and understands when issues should

be escalated. Stays focused on most important work activities, even when distractions occur. Upholds all of McDonald’s Standards of Business Conduct.


Mid-Year Employee Comments: I take great pride in my work, this has helped me achieve great success, both academically and now professionally. I am continuingly trying to improve myself, as a result I ask many questions to better my understanding. I will always try and use my initiative where appropriate to solve problems.

Mid-Year Manager Comments: Samuel’s work has been very impressive since day one, the high standards he produces has set the bar for himself for the remainder of the placement.

End of Year Employee Comments: I was very pleased with what Nicoleta had said during our review, and I was determined on staying focused for the remainder of the placement.

End of Year Manager Comments: Samuel finished the year the way he started, hardworking and committed, throughout the year he went above and beyond many times. His high standards of work will be missed.


9



MANAGER COMPLETES


4 Exceptional Performance The employee achieved results that far exceeded expectations and requirements of the job, while modelling the Competencies expected of McDonald’s employees. The employee’s performance was always of exceptional quality. This rating is reserved for employees who have exhibited exceptional performance while meeting challenging demands.

3 Significant Performance The employee achieved results that consistently met or occasionally exceeded expectations and planned objectives. This rating describes employees who successfully do their jobs and meet high performance standards while at the same time demonstrating McDonald’s Competencies. (Note: This rating should also be used for employees who are new in their jobs and who are progressing as expected.)

2 Some Improvement Required Improvement is required as the employee’s performance was varied, and his or her ability to meet expectations and accomplish planned objectives was inconsistent. This rating should be used for employees who achieved results but did so by demonstrating behaviours that are not consistent with McDonald’s Competencies. Employees in this rating category should be placed on an accelerated review cycle with a Performance Improvement Plan to improve performance.

1 Unacceptable Performance The employee’s performance was unacceptable and needs immediate improvement. Expected results were not attained and planned objectives were not achieved. This rating also pertains to employees who achieved results but did so in a manner that is clearly in violation of the Competencies that are expected of McDonald’s employees. An employee in this category should be on a Performance Improvement Plan, and must meet the objectives of the plan to remain in current position. In some cases, termination without going through a Performance Improvement Plan may be appropriate. Overall Performance Level Rating: 4

Summary comments Provide detailed comments regarding employee’s achievement of performance objectives, display of Competencies, and overall performance for the year.

Samuels’s performance this years has been exceptional, he has been an ambassador for the company. Samuel continually went the extra mile to guarantee success, he exceeded the expectations I had for him. Finance at times can be a challenging place to work, there are very tight time constraints in place. Samuel grasped the system and day‐to‐day routine very quickly which was beneficial. He quickly amended processes he thought would save time while being equally efficient. This was exactly what I wanted, it was important to bring new ideas to the department to keep innovating. Not only were the ideas valuable we implemented them too, specifically a query we set up to receive the market costs enabling recodes to be done in half the time. He is polite and enthusiastic, worked well within the team and the company, he is very well liked and that is a credit to his personality. He has improved on many levels, his excel ability has developed tremendously, It was a pleasure watching Samuel develop throughout the year. He was a great addition to the team and will be missed.



10



Completion of your individual development plan and your development discussion can occur during the same time frame as your performance review, or at a different time. Talk with your manager about what will work best for your review cycle. (Recommendation: Before you establish your development goals, use the Development Discussion Guide located on the PDS website to talk with your manager about competencies that are important for your current or future job.)









relationships.

Development Goal #1











Success Measures


Action Steps

Action Training For Office Skills


Resources/Commitment Needed 125 hours of study time per exam

Notes & Progress

Action Work to a timetable


Resources/Commitment Needed Sticking to the timetable, make adjustments when needed

Notes & Progress

Action Improve Decision Making



Notes & Progress


11



Development Goal #2











Success Measures


Action Steps

Action Study Email Trails, to determine best form of written communication.


Resources/Commitment Needed 10 minutes every day

Notes & Progress

Action TBC

Date to Complete


Notes & Progress

Action TBC

Date to Complete


Notes & Progress


12



Development Goal #3









Success Measures


Action Steps

Action Think behind the numbers


Resources/Commitment Needed Try to relate theory

Notes & Progress

Action Try to evaluate myself at least once every 6 months.


Resources/Commitment Needed Stick to evaluating myself

Notes & Progress

Action NA

Date to Complete NA

Resources/Commitment Needed NA

Notes & Progress


Applying Knowledge

One of my personal aims was to implement my knowledge into the placement, but honestly throughout the year I have struggled to see how it is directly relevant. However aspects of my degree, especially the skills I developed provided me a base for a better understanding, and therefore were able to influence my role at McDonald’s Europe.

Skills I have found useful thus far are my mathematical skills, especially mental mathematics. These skills have proved very useful in checking formulas very quickly and estimating the calculation of foreign exchange rates on invoices.

In the economists’ toolkit module I learnt more complicated formulas and familiarized myself with spreadsheets, this gave me a head start when I started my role as my Excel standards where already at the sufficient standards to succeed. Another module I found useful was econometrics; the statistics I have studied helped me analyze the data in all kinds of reports, thus I could derive weather the conclusion was accurate. Evidence F is specifically relevant here, especially the reconciliation of the meeting, here I used my skills in Excel and statistics to check the actual against the budget. Analyzed where there was over expenditure, and how the foreign exchange rate affected the overall outcome.

My accounting module from my first academic year “Business Accounting” was beneficial as I remembered some key theories in accounting. Knowing the difference between debits and credits is very valuable in my role, when recoding or looking at G+A queries. It helps having an underlying knowledge of the field, so I understand what I am doing all the time, including when I wrote off bad debts.

Not all of my modules have been applied fully though, my course “BSc (Hons) Economics” is majority theory based and as such working in a single role you can loose track on how your individual tasks relate to economic theory. I can see how my economic theory both micro and macro economics could be utilized more if I worked in a government related role or if I was higher in the organization, then I could oversee the performance of the company versus competitors and that would lead to decision making dependent on the theory I studied.

In my final year I have chosen topics I feel I will be best suited for, one unit “Financial statement and data analysis” is to examine financial data, something that I have been doing all year and am hoping my experience throughout my placement will be very valuable. Looking into accounting ratios and further analysis will be interesting and look forward to extend my accounting knowledge. The other unit is a continuation of my banking module; banking is something I am very much still interested in. I want to explore this field further to see if there is a role that I could see myself doing as a career.

Since the start of my placement at McDonald’s Europe in June 2013, it has been an enormous experience working in such a large organization; being trusted with important work gives me confidence in my abilities. The largest improvements I have made have come around time management and prioritizing, I was especially bad at prioritizing my workload. Reflecting on my time, I can identify areas to improve on and throughout the year I made a conscious effort to improve on my weaknesses. Working in such an organization has helped me network; my “linked in” profile has improved dramatically, another improvement has been my communication skills, being careful with my wording when communicating with people whose native language is not English. I will focus on trying to improve myself for the remainder of my placement; I will focus on completing my PDP objectives specifically improving my decision-making.

Applying Knowledge

To conclude I have enjoyed my time at McDonald’s Europe, I have improved on many of my abilities. I believe I have shown ambition and displayed progress, and exposed areas for future growth. I am excited to implement the new skills I have developed into my final year and in the long term implementing them when I return to the workplace. I confirm that the student has demonstrated the competencies for self-management & development. Supervisor/Manager Signature: Print Name: Job Title: Date: I confirm that the evidence provided is my own work. Student Signature: Date: Please note:



Applying Initiative in Work Problems

I have had an amazing opportunity this year to innovate my role in the work place by applying my initiative into work problems. I have created new procedures and resolved some outstanding issues. Here I will express four experiences I have had while applying initiative in the workplace.

Training the New Industrial Placement (Evidence M) Included in evidence M are the new industrial placements (IP) notes, that I instructed her to make giving step-by-step instruction on how to complete tasks, given my experience I showed her my guide. Specifically I explained how the timescales had helped me throughout the year (Evidence D). Attached in evidence M are the notes, issued under by instructions word for word, which she created. I enjoyed training the new IP, it was challenging as we had three weeks to cover everything which is a very strict timeline, my role is very demanding, and I am proud I managed to reduce my work load and train the replacement efficiently. I portrayed the information in a way she would be able to understand, coming from an economic degree I knew very little about the business or the role when I started and remember the struggle I had at the beginning so I used this experience to give advice.

Updating the Industrial Placement Job Description (Evidence N) Included in evidence N is the job description change. I took it upon myself to request weather I could update the job description to show a fairer representation of what the job entails, while using clearer language as too not confuse future placement students. Attached in evidence N are the two different job descriptions. Through my improved written communication I thought this would be a good opportunity to showcase my new skills. I believe the new job description is much clearer and hopefully attracted more students to apply. This would be a good thing as I believe this year is extremely important not only for the experience that future employers will appreciate but to apply the new skills learnt to the last year at university.

Market Recodes (Evidence O) Included in evidence O is the general and admin (G+A) Query. When I started my placement one of my biggest issues when recoding the G+A was understanding the month the costs hit the G+A and the markets they came from. Initially I tried to stop the costs hitting the G+A incorrectly; this was something the previous IP tried to do. I realised that the procedures in other markets stopped this possibility becoming a reality. Attached in evidence O is a screenshot of the “G+A query” spreasheet that I created.

Applying Initiative in Work Problems

This query enables me to locate the costs by market; I then used a “what if” formulae to allocate the correct reporting line (account) to the cost. If the cost lay on an incorrect account, the incorrect cell would say “Recode” this enabled me to find all the incorrect costs in a matter of minutes after uploading the markets monthly charges onto AS400. This saved the majority of recoding to do later in the month and turned out to be very beneficial as it provided me with more time to concentrate on other tasks.

Russia Bad Debt (Evidence P) Included in evidence P is how I conquered Russia’s bad debt. While checking all our debtors for outstanding invoices during the auditing process I acknowledged that the Russian market owed us a substantial amount of money. I brought this to the attention of Nicoleta, who agreed something should be done to reduce the debt; we then discussed what would happen next. We contacted the finance director of Russia and asked what would need to happen for the invoices to get paid. I then had to reissue 80% of their invoices (with an updated date so they could pay); the other 20% was written off with bad debt. The next step was to make a record of all reissued invoices and correspond them against their original invoice so Edward would have an easier time matching the payments via the bank account. I received payment contracts, which I had to get our vice president to sign (head of the general counsel) for McDonalds Europe Limited. Only then could invoices get paid. Attached in evidence P are the Excel spread sheets, which I created to help manage this task. I have learnt that in business you should not let your debts add up, even if you see the money coming in as an asset, the longer you wait for the payment, the more the payment will be made up of bad debt. I enjoyed this project even thought it was very challenging because I understood the knowledge behind it. It used all the skills I had acquired throughout the year, good communication, excellent use of software, including Excel and AS400. Managing this with all my other tasks, would have seemed impossible at the beginning of the year, but now it is apart of my daily workload. I saw what the company needed, worked well with my employees and used my initiative to succeed with this project. To date Russia has paid 40% of the debt they owe us and are continue to pay more. I confirm that the student has demonstrated the competencies for Applying Initiative. Supervisor/Manager Signature: Print Name: Job Title: Date: I confirm that the evidence provided is my own work. Student Signature: Date:

Business and Customer needs

Identify and provide evidence for each of the following in no more than 8 pages: Business Needs Understanding the organisation’s mission and aims.

McDonald’s Missions and aims are to place the customers at the core of all that we do; I have sensed that since day one of my placement, being committed to the people. There are various awards you can win as an employee at McDonalds including the very prestigious president’s award.

Attached in evidence Q are the McDonald’s Mission and Corporate Values. (McDonalds,

2014).

Understanding the sector that the company/organisation belongs to.

While at the MEL Meeting (evidence F) not only did we discuss the financial results from the previous year we talked about all aspects of our business including food studio, and the importance our role has on the market, this made me understand our role as the largest fast food company.

Aware of the political and economic issues affecting the organisation.

We are fully aware of the issues facing McDonalds, we are collectively changing how people perceive us, we don’t want good fast food, and we are striving for fast good food. That is the motto that is continuously being heard within the company. The turmoil we faced in the press in the past was a hurdle we had to overcome, now seeing our biggest critics starting to come around is great too see, see evidence R to see Jamie Oliver’s new stance. (Oliver, 2014).

Understand the commercial priorities of the organisation.

My role in finance lets me see the commercial priorities for the organisation in person; it has been a great experience to see the strength of McDonalds and how my tasks affect the output and the share price of the company, see annual report from evidence F. One aim that dose not wain is to grow our business profitability.

The importance of a good work ethic.

I made notes on the downside of a poor work ethic, in evidence L for the presentation on the recovery of McDonalds in the UK. A poor work ethic will lead to poor results outside the restaurants but most importantly will lead to dissatisfied customers and a poor consumer experience within the restaurant. This will deter customers, which was disastrous for the company.

Business and Customer needs

Customer Needs

Knowing and understanding your customer or stakeholders is at the centre of every successful business

Who they are - including individuals in other businesses who are responsible for the decision to buy or work with you.

Knowing the customers that I come in direct contact with is well documented in evidence J when dealing with our sponsorship team. During my first few weeks, I issued invoices for a workshop meeting, this meetings aim was entice new investors to the sponsorship team; I needed to communicate carefully and politely when dealing with these investors.

Are your aware of your major competitors?

During the MEL Meeting we also looked at our competitors, we are still the number one fast food chain in respects to revenue, but subway is experiencing incredible growth, they now run more restaurants globally than McDonalds. They have the advantage of positive press surrounding their “healthier option”. This means we need to continue to innovate and push ourselves forward, not only in restaurant numbers, but continually to improve on customer satisfaction and menu innovation. This links again with evidence Q and the aims at McDonalds, when McDonalds were loosing trade to Costa Coffee and Starbucks, we innovated our “Café” range, this continued to retain our customers and keep a much higher consumer turnover than our competitors.

Included in evidence S is a newspaper article of the struggle McDonalds face against their strongest competitor. (Mail, 2014)

Every business needs a reason for their customers to buy or work with them and not their competitors. This is called a Unique Sales Proposition (USP). What is yours? (This could be from your dept or organisation).

As mentioned in evidence R, the new unique sales proposition is to provide good food fast, rather that good fast food, while still providing a fast service, consistently high food quality and pricing.

I confirm that the student has demonstrated the competencies for Business and Customer Needs Supervisor/Manager Signature: Print Name: Job Title: Date: I confirm that the evidence provided is my own work. Student Signature: Date:

Student Competencies Progress Have you improved your performance since the start of the year? (Look back at 3rd Month) Can you identify areas where you have improved? Please insert a word document (min 500 words) explaining the justification of the grades you have ticked

1 = generally weak 2 = below average 3 = average 4 = above average 5 = outstanding

Student Signature: Date: Please note:

This task must be completed during your six month

1 2 3 4 5



✓


✓


✓


✓


Business and Customer needs Understanding how an organisation works, aware of products and services, awareness of the need for efficiency, customer care and a knowledge of the market place in which the company operates current economic climate and major competitors, for example

✓


✓


✓

Reflective Practice

Self Assessment and Appraisals • ability to identify what has gone well/badly • critical evaluation of various situations • articulation of areas for improvement • summary of learning outcomes from specific situations • “I” Branding: looking at your development during the year. Re-consider your profile for your CV can you convey in one minute an interesting fact of your skills

✓

Student Competencies (6th Month)

Employability Skills.

Self‐Management and Development – 3 ‐> 4 I have a good work ethic, which is matched with a positive attitude to learning. I exercise the desire to learn by frequently asking positive questions, to maximise my development I update a list of working tasks I undertake, once I feel I am comfortable with the work load, I seek to add things to my list. The determination to learn can sometimes be my downfall; I have on occasion spent too long on a problem independently when seeking advice would have been the best solution. Assets I hold is this category is the ability to form strong working partnerships with my colleagues, this is important as I feel like you can acquire knowledge from each other’s strengths and learn from their mistakes. I believe I have made the jump from average to above average in this field. My work ethic has remained unchanged in which I think is an important aspect for my development. My workload has incrementally increased, though I have not let it affect the efficiency of my work, nor the high standards I have set. I no longer waste too many resources if I struggle, I will ask for aid. I have learnt a lot from my team, this has aided my development if I look back to my first month I have progressed so much. To continue to improve in this field I would like to go on a few training courses to enhance my development further.

Managing Tasks – 3 ‐> 4 Managing tasks are important to maximise efficiency, with a colleague we developed a monthly prompt, in essence a to do list to complete at the end of each month by a specific working day, this was key near the beginning as we had a scheduled timetable we could work from. I am always punctual with my deadlines and will stay late to meet deadlines. One key area I need to improve on before I can class myself as above average or even outstanding is improving my prioritisation skills, although I am improving rapidly and look forward to extending this into my final year of studies. I am more capable at managing tasks; then I once was an appropriate rating for me now would be above average. Since my first month I have produced some direct reports, these are produced quarterly and are very important. I had to improve my prioritising skills in order to cope with the extra work load, looking at my created guide helped me order my task list while also completing the direct reports within the time constraint. To become outstanding I need to be able to incorporate other work while doing my month end tasks, as not to rush my work during the following week.

Communication – 4 ‐> 5 Communication is essential for any business, learning the importance of clear communication is proving apparent day by day. The development of communication is one of the aims of the placement year. The initial decision to evaluate myself would have been outstanding, yet during my time at McDonald's Europe Limited I was fortunate enough to have training on improving Microsoft office abilities and effective communication skills. Evaluating my experience from the session, I realised there is still a lot I can learn, specifically sounding more confident on the phone. However the effectiveness of my communication is also clear and to the point, while also being polite. Communication is a field that I excel at, throughout my placement so far, I am performing outstanding results. I have improved on all aspects of my communication, I am very clear whole speaking to employees where English is not their native language. I always respond to emails quickly as to keep working relationships friendly. I also understand the necessity of frequent communication and no longer feel nervous while talking on the phone. The aim for the remainder of the placement is to keep my communication skills benchmarked to this high standard.


Working with and Relating to Others – 3 ‐> 5 I formed a particular strong working relationship with a new starter in my department, I found that working with him enhanced our relationship, while teaching him techniques of the job enhanced my understanding further. I will always offer help to those that need it and feel like I am very approachable, an improvement I can make is my desire to avoid conflict can result in me taking on too many tasks from colleagues and therefore there is a delay in returning the information later than planned. I have not experienced group work as of yet however I am looking forward to being involved in the team when preparing for the budget, it should be a challenging period for me as I am very much still on a learning curve, though I am aware of the importance and the tasks ahead. I have made a big jump regarding working with others, originally I was average in this skill but now I feel like I am working at an outstanding level. I have completed many projects with my team including the mid year review. This consisted of many different tasks completed within my team. We decided within the team which employee would look after each task, thus providing the most efficient way to complete the review. While working with my team, I gave strong opinions on how we should go about representing the direct reports and showed good relationship skills while working together with Edward (Financial Assistant) on analysing the workbooks.

Commercial Awareness. Business and customer needs – 3 My knowledge of the company was above average at least on a product level and knowing our competitors, due to my previous work as a crewmember, though the organisation of the company was foreign to me. Being in the Europe entity I am in direct contact with all the markets and am well aware of how important efficiency is to cut time and costs, currently I am still unaware of each markets individual procedures although am aiming to learn in the future. I regularly attend videoconferences with most markets aiming to discuss the latest news and finance results in the business as well as the economic presence. Business and customer needs are something I still believe I can work on; I am still performing averagely in this skill set though I am hoping to improve soon. During my placement I will attend the McDonalds European Limited Meeting; here I am looking forward to all the workshops that will be set up. As I am involved in the cost of producing the meeting, I know some of the things we will see at the meeting will be our distribution, our coffee origins, the food studio and our beef quality (from the farms to the burger). I look forward to increasing my knowledge in this field.

Applying Knowledge – 3 This is an area I thought I would struggle with initially, my knowledge of accounts was not one of my strengths due to the limited access I have had prior to this placement. My talent for mathematics has helped, and my key ability of adaptability and fast learning has aided me in my role. I am still on a learning curve and struggle to apply my course knowledge into the placement from a pure economics point of view; furthermore the confidence I show in my ability to perform has helped vastly so far. The further into my year, the more knowledge I will acquire and the more I can apply to not just into my role now, but my degree and beyond. Applying my knowledge is something that needs more practise too; I would like to be above average by the end of my placement. I am still struggling to apply the knowledge I have learned from my degree. Since I have last reviewed my knowledge in accounting, I have vastly improved. This has resulted in me changing my degree options for my final year to financial statement analysis as not only do I believe I will enjoy this option more but I can acquire a higher score. I look forward to the MEL meeting to see our financial results and where we stand from an economic point of view. Then hopefully I can see how my role affects the company, and try to locate the specific tasks that are most important to the economic output of McDonalds.


Applying initiative in Work Problems – 3 ‐> 4 I am a self-motivated student who brings my self-motivation to the work place; this aids the company and I as I aim for high standards. I have lots of responsibilities and that tests my time management skills, but I take initiative and frequently perform tasks before they are required. I have come up with a few ideas that have made me more efficient in my job, but I feel like I could be more vocal in meetings and bring bigger and innovative ideas to the team. Applying my initiative in the role is something that I have done on a more frequent basis. I have introduced a new way to handle G&A recodes through a new AS400 Query; using my initiative I have cut 40% of the time it would once take to complete. I am more vocal in meetings, to make sure I provide my opinion. I hope to continue to innovate the tasks in my role, allowing my replacement to follow the procedures I have set up; I would like to make a lasting effect on this company even after I have left.

Reflective Practice.

Self‐Assessment and Appraisals – 3 ‐> 4 I reflect throughout this report on my abilities, identifying my weakness and strengths. I believe I have been accurate in my appraisal, specifically in areas in which I can improve upon. I have discovered many different outcomes from specific situations, for example replying to an email quickly with high quality results in the precipitant responding kindly and becoming more receptive, equally being polite ends in a similar response. I appreciate I need to improve on my confidence with my curriculum vitae in regards to be able to portray myself correctly in a short space of time. Through the six-month student competency report, I have accurately updated the above fields, expressing in further detail what I have accomplished since my three-month report, and why I feel I represent the new rating, if it has changed. This methodical approach to self-assessing myself, allows me to locate how I can improve myself further, I will be aiming to complete these new objectives throughout the remainder of the placement.

Endorsements

From: Nicoleta Ciocirlan, Finance Manager, McDonald’s Europe

To: Alison Show, Placement Office Manager

Date: May 2014

Subject: End of Placement Report for Sam Archer

Starting June 2013, Sam Archer was an Industrial Placement at McDonald’s Europe for 12 months, being part of the Europe Centre Finance Team. Sam’s good personality helped him to integrate in the team very well, being able to work professionally and closely within a multi-cultural team. He was able to grasp knowledge and the day-to-day routine rapidly, being able to apply the knowledge with limited guidance in short time. In many occasions, he went beyond just applying the knowledge but he has raised good questions around processes and even pointed out areas of improvement. He did not limit his work on being just a good executant but was able to build comprehensive reports from scratch with limited guidance.

Sam proved to be a person that likes to get things done. However, this was a

something to detain him from coping very well in an extremely dynamic environment, when the priority of tasks can change very quickly depending on the stakeholders’ requirements.

In conclusion, I believe Sam was a great addition to the European finance team and

that, for the future, he would be a valuable resource for any company.

Yours sincerely, Nicoleta Ciocirlan

1

Archer Samuel

From: Kohfink FlorianSent: 27 June 2014 12:02To: Archer SamuelCc: [email protected]: RE: Hi All

Hello Sam, The pleasure has been on our side. Thanks for joining the team for this year and for the excellent support you provided! You definitively made a great contribution to improving our tools and reporting. I have been impressed with the way you picked up things quickly and your high standard of professionalism. In addition, it was always pleasant to work with you. I am glad to hear that you also learnt something. May this experience be a good foundation for finishing your studies and getting a “real” job! It would be nice if our paths cross again sometime in the future. Best of luck to you and all the best! I hope you continue to support the German team through the Worldcup Final :‐) Viele Grüße / Kind regards Florian Kohfink Senior Director Finance gFIT European Deployment Lead | McDonald's Corporation c/o McDonald's Deutschland Inc. | Drygalski‐Allee 51 | 81477 Munich | Germany Office: +49 (89) 78594‐419 | Mobile: +49 (151) 12057242 | [email protected]

From: Archer Samuel Sent: Friday, June 27, 2014 12:51 PM To: Pillay Nive; Ciocirlan Nicoleta; Caia Simona; Valentine Edward; Mitic Zarko; Kohfink Florian Subject: Hi All Just wanted to say a big thanks to everyone in the team for making this year so enjoyable for me, I have learnt a lot and it has been a great experience.

2

My personal email address is [email protected] Feel free to contact me about anything in the future. What else can I say it has been a pleasure. Kind Regards, Samuel Archer.

1

Archer Samuel

From: Oliver Lauren (Xerox)Sent: 23 June 2014 16:57To: Archer Samuel

Sam has been very willing and helpful with financial information where needed. I liaise with Sam on a regular basis and always receive prompt responses to emails. Lauren Oliver IT Customer Support for Europe | McDonald’s Restaurants Ltd E:[email protected] T:+44 (020) 7800 4747 W: www.mcdonalds.co.uk A: 178-180 Edgware Road, London. W2 2DS

“I” Branding - Updated CV Update your CV taking into account your placement, outline what you have learnt and gained you could even include an employer quote/endorsement. Consider in your Personal Profile how to introduce yourself in one minute and convey an interesting fact about your skills? Together with my Human Resources officer we updated my curriculum vitae (CV), I included my personal information in the footer of the CV, and this saves valuable space. I amended my personal profile to include my aspirations and expanded on the knowledge I would like to acquire, this conveys a better message of who I am. The formatting of my education has been updated; I have included second year results while shortening the description needed for A-level, while deleting my primary school altogether as they would presume I went to primary school. I also made sure my education and previous work was dated in chronological order starting with the most relevant. I included the skills I learnt on placement and also amended a reference including Nicoleta Ciocirlan. Attached in evidence T includes my old CV, the Human Resources notes and the updated CV.

Bibliography

Mail, D. (2014, 06 02). Subway overtakes McDonalds. Retrieved 06 02, 2014 from Daily Mail:

http://www.dailymail.co.uk/news/article-1364037/Subway-overtakes-McDonalds-worlds-biggest-restaurant-

chain.html

McDonalds Flagship Store. (2014). Retrieved 05 1, 2014 from Fine Art America:

http://images.fineartamerica.com/images-medium-large/mcdonalds-restaurant-flagship-50th-everett.jpg

McDonalds. (2014, 05 12). Mission and Values. Retrieved 05 12, 2014 from About McDonalds:

http://www.aboutmcdonalds.com/mcd/our_company/mission_and_values.html

McDonald's. (2014, 05 01). Ronald McDonald House Charaties. From McDonalds.Co.Uk:

http://www.mcdonalds.co.uk/content/ukhome/Ourworld/Ronald-McDonald-House-

Charities/_jcr_content/herosectionpar/everything/image.img.png/1322648161528.png

Oliver, J. (2014, 05 22). Praise of McDonalds. Retrieved 05 22, 2014 from ABC News:

http://abcnews.go.com/Health/WellnessNews/naked-chef-jamie-oliver-praises-mcdonalds-golden-

arches/story?id=10481814

TheFranchiseKing.Com. (2014, 05 01). Ray Kroc. From TheFranchiseKing.Com:

http://thefranchiseking.com/wp-content/uploads/ray-kroc.jpg

Appendix

This is where you can see all my pieces of evidence, (A-U) inclduding the notes I created at the start of my placement which are attached at the end of the appendix. A – PDP Objectives, Original Job Description & Proof of Work. B – Finance Training. C – Intern Assesment Day. D – Guide. E – Direct Report. F – Mel Meeting & Annual Report. G – Mid Year Review. H – Tutor Visit. I – Minutes of Tutor Visit. J – Executive Report. K – E-mails regarding Wrtitten Communication. L – UK Recovery. M – Urvi’s Notes. N – Job Description. O – Market Recodes. P – Russian Bad Debt. Q – Mission & Values. R – Jamie Oliver. S – Competition. T – Orignial CV, Notes & Updated CV. U – Plan.

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Archer Samuel

From: Ciocirlan NicoletaSent: 26 June 2014 14:45To: Archer SamuelSubject: Samuel Archer

To whom it may concern: Please take this as a confirmation that I have read and signed off all relevant logbooks and confirm this is all Sam’s work. Nicoleta Ciocirlan | Finance Manager McDonald’s Europe Ltd – 178/180 Edgware Road – London W2 2DS Mobile: +44 7841 492 752 Email: [email protected]

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A

JOB DESCRIPTION

Job Title

Department

Location

Term of Employment

Industrial Placement

Finance

Edgware Road, London

12 months

Job Purpose McDonald's Europe Limited supports over 7,000 restaurants in more than 40 markets throughout Europe. The Finance department’s team goal is to provide support and guidance to these markets, departments and suppliers on all financial matters.

Principle Responsibilities

1. Assist with E&Y Audit Preparation (External Auditors)

Collating Data for the Client Assisting Schedule

Journal Entries Selection

Invoice copies

Balance Confirmation

Proof of Payment

2. Assist with 2012 Planning Process(Prelim Plan & Plan)

Building Workbooks for Prelim Plan and Plan

Gathering data for Matrices (Travel)

Cost analysis by Reporting Line

Loading Data

3. Reviewing the Fixed Assets Register

Ensuring invoices are coded to the right cost centre and categories

4. Reviewing IT Invoices to be capitalised

2012 & 2013 invoices paid to be reviewed


5. I/C Reconciliation with Markets & McDonald’s Corporation

6. Assisting with tracking invoices and chasing suppliers for invoices

7. Open Item and G&A Accounting

Ensure correct coding

Reclass to correct Open Item

Building & Maintaining Reports for Other Prof, M&C and IT Service Costs

Assisting Departments

8. Assist with Projection

Updating Projection tools with Actual costs

Knowledge and Experience

Excellent verbal and written communication skills, including high standard of literacy for the production of reports and written correspondence Strong organisational and time management skills Good telephone manner Intermediate to advanced skills in all Microsoft Office packages Self-starter, with ability to use own initiative and spot opportunities A mature attitude and approach Ability to communicate with a variety of stakeholders at all levels of the business Well-presented with a professional manner

To apply Please email your Cover Letter & CV to Micha Sussex at [email protected] Please ensure the subject of your email is Finance Industrial Placement

mailto:[email protected]

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In the U.S., at McDonald’s, employment is at will. This means that employees are free to terminate their employment at any time, for any reason, and McDonald’s reserves the same right. The president of

McDonald’s is the only person who may make an exception to this, and it must be in writing and signed by the president.

McDonald’s reserves the right to amend or modify the policies and procedures described in this guide at any time without prior notice. The information and processes contained in this guide do not create any

contractual obligation between McDonald’s and its employees.


©2008 McDonald’s Corporation. All Rights Reserved.

Portions Copyright © 2005, Personnel Decisions International Corporation. All Rights Reserved.

1


JOB LEVEL

ASSOCIATE/COORDINATOR/SPECIALIST

LEADERSHIP LEVEL

LEADING SELF

EMPLOYEE COMPLETES

Information about Me

Name


Region/Division/

Department MEL G & A FINANCE GROUP Band/Job Level

(within the U.S.)


Person you

report to NICOLETA CIOCIRLAN Date of mid-year review DEC 2013 Date of year-end review MAY 2014


My Objectives and Results Achieved

• Review your organization or team business plan for the year • Working with your manager, write objectives that are Specific, Measurable, Achievable, Relevant and Time-bound (SMART) • Update your objectives and enter accomplishments at the mid-year and year-end reviews

Objectives that support your team’s business strategies Date to complete Measurement

1. Streamlining Month end via the use of a Monthly Prompt

Once a Month I have to perform the same month end tasks, I hence feel that if I

could streamline this process into a new methodical way, this would be of a great

benefit, not only to me but my team. I feel a monthly Prompt, with a running order for

month end will help improve efficiency and hopefully I can bring the same thought

process with me to university for my last academic year.

Q3 2013

Timely and accurate month end submission,

ensuring the procedure is applied correctly

and consistently.

Accomplishments

2. Budget Process – Preparation and cross checking of all plan reports, direct reports,

analytical reports with FX rates and cost centre and open item databases. Work with

specific departments – prelim plan workbooks > budget meetings > plan workbooks.

Work in co-operation with the team in some aspects.

During my time with the company I will be involved with the budget process for the

2014 calendar year, completing the above will be of much importance when

finalizing the 2014 budget.

Q3 & Q4 2013

All reports are prepared accurately (no

spreadsheet errors as well as ensuring all of

the reports tie in together. All completed in

line with the plan process deadlines.

Good feedback from departments with

whom I will hopefully get a chance to work

together with.

Accomplishments

3. G+A Tidy Up – Faster Reallocation of all incorrect costs on the wrong account and

or open item.

During my first G+A tidy up I was quite slow at recoding the incorrect costs, this

wastes time and effected my performance on other tasks, so it is important that I

concentrate on learning the correct accounts to function types.

First Month

An accurate G+A provides a much clearer

outlook of costs on the company, thus

providing more accurate results. Improved

presentations.

Accomplishments


The Filing system we currently use is difficult to understand, and has no direct

instruction on where certain items should go, I believe that if I spend a short while

changing the system in use, we would benefit from time lost in the future. As well as

clearer idea of where we are up to in regards to auditing and stationary.

Q3 2013

An up to date filing system, would benefit

the whole team, as we would not waste

valuable time on searching for folders etc.

Accomplishments


Currently the process is quite a long period, I hope to shorten this down by creating a

Verizon shortcut manual, a page that will have all the correct coding of the invoices

for all departments, this way I will not have to search back for previous invoices to

find the correct coding.

Q3 2013

Saved time can be used on more valuable

tasks, my production would increase.

Accomplishments

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In the U.S., at McDonald’s, employment is at will. This means that employees are free to terminate their employment at any time, for any reason, and McDonald’s reserves the same right. The president of

McDonald’s is the only person who may make an exception to this, and it must be in writing and signed by the president.

McDonald’s reserves the right to amend or modify the policies and procedures described in this guide at any time without prior notice. The information and processes contained in this guide do not create any

contractual obligation between McDonald’s and its employees.




2


JOB LEVEL


LEADERSHIP LEVEL

LEADING SELF


Reconciling events is something that I will be entrusted with in the future, once my

knowledge has improved, this will entail. Locating all costs for a meeting, recoding to

the correct account and open item, deducting costs for delegate fees and returning

the information in an easy to read format for the department heads.

Q1 2014

The department head understanding the

information sent to them, so they can

discuss their Actual Vs. Budget.

Accomplishments

Objectives that support the individual development of another employee Date to complete Measurement

1. Supporting the new starter.

The new starter will be new to some procedures, and our accounting software MSIS

(McDonald’s Shared Information Systems) a variation of AS400. I will train him up to

my current ability with the software.

First Month

The new starter being able to assist the

team from a very early stage.

Accomplishments


Teaching my replacement everything I know, setting up step by step guides, and

issuing many notes, showing them the mistakes I made and how I overcome them,

the responsibilities I had. Being a mentor for the short hand over period.

Q2 2014

My replacement will have an easy

changeover, and be able to cope with the

workload once I have left.

Accomplishments

Results Achieved Rating

End of Year Rating:



Mid-Year Employee Comments:

Mid-Year Manager Comments:

End of Year Employee Comments:

End of Year Manager Comments:



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JOB LEVEL


LEADERSHIP LEVEL

LEADING SELF


Leadership Competencies

• Your manager will rate your performance on the demonstration of competencies based on the behaviours expected for your job level.

• You and your manager will discuss these behaviours during your mid-year and year-end reviews.

Communicates Effectively and Candidly

Demonstrates strong two-way communications skills. Conveys information and ideas in an open, articulate and timely manner. Considers

cultural differences and others’ perspectives when communicating.


Often misses the point others are trying to make

Cuts people off before they finish speaking

Does not listen well

Not a clear communicator in writing and/or in oral

communications

Holds information or viewpoint back

Ignores differing perspectives or messages that are contrary to

his or hers

Conveys written and spoken information clearly, concisely, and in a timely manner.

Listens carefully to different opinions and ideas.

Communicates in a way that demonstrates respect for individual differences.

Shares viewpoints openly, even if they are contrary to the majority viewpoint.

Rating: 4 Exceptional Demonstration 3 Significant Demonstration 2 Opportunity for Development 1 Unacceptable Demonstration







Does not approach issues with a customer-first mind-set

Fails to recognize opportunities and the potential impact on

the customer

Does not take the time for customer contact

Assumes that all customer’s needs are the same and/or

cannot change

Takes personal responsibility to deliver superior service to the customer.

Follows up with customers in a timely manner.

Treats customers/clients with respect and dignity.

Demonstrates understanding of the unique needs of individual customers.








Demonstrated the expected behaviour in an extremely effective and consistent manner. This employee is considered a role model of this leadership competency.



Has the opportunity to develop in this competency.


Behaviour was in clear conflict with one or more of the expected behaviours.



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JOB LEVEL


LEADERSHIP LEVEL

LEADING SELF



Is fixed on how things have always been done

Resists new ideas

Avoids taking risks

Applies old solutions to new problems

Generates ideas that are not suitable for the needs

of the business

Approaches problems with curiosity and open-mindedness.

Picks up on and adapts to different or new ways of doing things.

Identifies and surfaces opportunities to improve processes.






Builds and Leverages Talent Builds the quality of McDonald’s employee base by seeking out high performers, helping others develop and grow, rewarding high

achievement, and supporting diversity of thought and perspective.


Overemphasizes proving oneself and does not give credit

to others

Fails to give others constructive performance feedback

Does not let go of tasks that should be accomplished by

others

Does not apply consistent criteria and standards when


Provides constructive feedback to others to help improve their performance.

Shares own expertise and experience with others.

Acknowledges others' efforts and accomplishments.

Demonstrates respect for the diversity of talent on a team.








Has little or no understanding of the vision/strategy of the

business or of how individual or team goals connect to it.

Stays focused on own initial objectives and priorities even

when the business circumstances change.

Spends excessive time on elements too tactical for job level

Does not keep apprised of industry trends and changes

Is often seen as “working in a silo.”

Does not build professional networks across the organization.

Aligns own activities with the work group's goals and strategies.

Promotes and demonstrates commitment to the organization's vision, values, and

direction.

Develops plans for completing work including the sequence of activities, realistic

time estimates, and required resources.

Breaks assignments down into manageable tasks.

Coordinates planning efforts with other areas of the business.








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JOB LEVEL


LEADERSHIP LEVEL

LEADING SELF

Achieves through Teamwork Works cooperatively as a member of a team and is committed to the overall team objectives rather than one’s own interests. Is open to

others’ diverse ideas and leverages the team’s differences to achieve results.


Is control oriented and does not trust a team to perform

Fails to create shared goals and rally the team around those

goals

Does not leverage differences to create synergies in the team

Withholds resources and information from others

Builds teams that look, act and think alike

Lacks awareness of others’ needs

Readily involves others, as appropriate, to accomplish individual and team goals.

Volunteers to help others.

Proactively shares updates and information with others.

Seeks opportunities to collaborate even when their own viewpoints may not align

with others.








Often fails to get support for ideas and projects

Is not passionate enough to energize others

Does not make others feel as though their point of view has

been heard

Is only able to get things accomplished through a directive

leadership style

Builds networks to increase personal effectiveness.

Engages others in own work by demonstrating a sense of optimism, ownership and

commitment.

Provides a sound rationale to gain support for ideas and/or recommendations.

Links ideas to needs and benefits.






Executes for Results Relentlessly pursues the achievement of goals and sustained profitable growth while upholding the highest possible standards of fairness,

honesty and integrity.


Does not demonstrate extra effort required to push through

obstacles

Does not consistently deliver results

Wastes time and resources pursuing non-important activities

Does not follow through on commitments

Achieves results at the cost of people or McDonald’s values.

Sets high standards for own performance.

Asks questions to clarify assignments and priorities as needed.

Gathers data to evaluate processes and programs.

Takes the initiative to resolve routine problems and understands when issues should

be escalated.

Stays focused on most important work activities, even when distractions occur.

Upholds all of McDonald’s Standards of Business Conduct.








6


JOB LEVEL


LEADERSHIP LEVEL

LEADING SELF

MANAGER COMPLETES


4 Exceptional Performance

The employee achieved results that far exceeded expectations and requirements of the job, while modelling the Competencies expected of McDonald’s employees. The employee’s performance was always of exceptional quality. This rating is reserved for employees who have exhibited exceptional performance while meeting challenging demands.

3 Significant Performance

The employee achieved results that consistently met or occasionally exceeded expectations and planned objectives. This rating describes employees who successfully do their jobs and meet high performance standards while at the same time demonstrating McDonald’s Competencies. (Note: This rating should also be used for employees who are new in their jobs and who are progressing as expected.)

2 Some Improvement Required

Improvement is required as the employee’s performance was varied, and his or her ability to meet expectations and accomplish planned objectives was inconsistent. This rating should be used for employees who achieved results but did so by demonstrating behaviours that are not consistent with McDonald’s Competencies. Employees in this rating category should be placed on an accelerated review cycle with a Performance Improvement Plan to improve performance.

1 Unacceptable Performance

The employee’s performance was unacceptable and needs immediate improvement. Expected results were not attained and planned objectives were not achieved. This rating also pertains to employees who achieved results but did so in a manner that is clearly in violation of the Competencies that are expected of McDonald’s employees. An employee in this category should be on a Performance Improvement Plan, and must meet the objectives of the plan to remain in current position. In some cases, termination without going through a Performance Improvement Plan may be appropriate.

Overall Performance Level Rating:

Summary comments

Provide detailed comments regarding employee’s achievement of performance objectives, display of Competencies, and overall performance for the year.




7


JOB LEVEL


LEADERSHIP LEVEL

LEADING SELF

Completion of your individual development plan and your development discussion can occur during the same time frame as your performance review, or

at a different time. Talk with your manager about what will work best for your review cycle. (Recommendation: Before you establish your development goals,

use the Development Discussion Guide located on the PDS website to talk with your manager about competencies that are important for your current or

future job.)









relationships.

Development Goal #1











Success Measures


Action Steps

Action

Training For Office Skills

Date to Complete

October 2013


125 hours of study time per exam

Notes & Progress

Action

Work to a timetable

Date to Complete

Ongoing


Sticking to the timetable, make

adjustments when needed

Notes & Progress

Action

Improve Decision Making

Date to Complete

Ongoing


Notes & Progress



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JOB LEVEL


LEADERSHIP LEVEL

LEADING SELF

Development Goal #2











Success Measures


Action Steps

Action

Study Email Trails, to determine

best form of written

communication.

Date to Complete

October 2013


10 minutes every day

Notes & Progress

Action

TBC

Date to Complete


Notes & Progress

Action

TBC

Date to Complete


Notes & Progress



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JOB LEVEL


LEADERSHIP LEVEL

LEADING SELF

Development Goal #3









Success Measures


Action Steps

Action

Think behind the numbers

Date to Complete

Full Year


Try to relate theory

Notes & Progress

Action

Try to evaluate myself at least

once every 6 months.

Date to Complete

Full Year


Stick to evaluating myself

Notes & Progress

Action

NA

Date to Complete

NA


NA

Notes & Progress


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European Centre (EC) - McDonald’s Europe Ltd (UK)

(MEL)

1

CFO

MEL EC Finance (London)

OB Finance (Oakbrook)

Franchising

Supply Chain

Finance

Finance & Training

Finance & Development

VP

Communication

Government Relations

VP

Supply Chain

Food Studio

Bakery & Fries

Quality Assurance

COO

Operations / Platform

Integration

Training

IT

VP

Design Studio

Family Marketing

Brand Strategy

Consumer & Business

Insight

Environment & CSR

VP

General Counsel

VP

Human Resources

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McDonald’s Europe Finance, as of 20 June 2013

2

CFO

Geneva, Paris

Finance Development

Warsaw

SD Eu SC

Vienna

FM Eu SC

Vienna

FM Eu SC

Vienna

SD Training & Projects

London/OB

Finance Director

Munich

Tax Manager

Geneva

MEL Finance Team

London

OB Finance

TeamOakbrook, Chicago

Franchising

Vienna

SM Brand & Finance

Paris Assistant

Geneva

McDonald’s Europe Finance, as of 20 June 2013

3

Tax Manager

Nicoleta Ciocirlan, FM

London Team

Nive Pillay

Sr. Management Accountant

Simona Caia

Financial Accountant

Ed Valentine

Finance assistant

Sam Archer

Intern

Finance Director

Financial Consultant

Financial Consultant

Management of European Finance Board

Executive Support (Payroll, Travel, etc.)

Office Management Geneva European Car Discount

program Process Improvements with

Oak Brook Liaison with & between

markets Liaison with Internal Audit,

E&Y Gatekeeper GDW Executive

Reports Financial Policies, e.g. Europe

Authorization Matrix Various IT Governance Boards Jerome’s back-office

Finance Director

MEL Finance Team - London, as of 20 June 2013

4

Europe Center G&A Reporting incl. Plan, Projection, Actuals:

– 150 employees in 8 Offices (Geneva, 2xLondon, Munich, Paris, Vienna, Brussels, Oak Brook) with 3 legal entities

– Budget 75M GBP, recharged to markets 14M:• 37M Employee Cost, 6M Travel, 7M Other Prof., 20M IT

Intercompany Recharges: IT, Design Studio, Happy Meal, European Sports Fund, Conventions

Financial Management of European Sports Fund

Support for Europe Central Functions, e.g.– IT: Specific Project Budgets, Product pricing, contribution

margins

– Operations: Initiative roll-out, Worldwide Convention

– HR: Expat financials

Nicoleta Ciocirlan, FM

London Team

Nive Pillay

Sr. Management Accountant

Simona Caia

Financial Accountant

Ed Valentine

Finance Assistant

Sam Archer

Intern

European Markets – G&A

AUSTRIA - 88 BELGIUM - 89 FINLAND - 100 FRANCE – 1/70 GERMANY - 79 HUNGARY - 177 IRELAND ITALY - 107 NETHERLANDS - 85 NORWAY - 98 POLAND - 133 PORTUGAL - 123 RUSSIA - 950 SPAIN – 99 SWEDEN - TBD SWITZERLAND - 78 UK - 75

MEL Markets:

2013 Office Support Group Consolidated Report - in GBP

Burger Group

YTD YTD

Actual @ Monthly Avg

Rates

Plan @Plan Rate

Var :

Actual vs Plan@ Constant Cur *

Var :

Actual vs Plan@ Reporting Cur**

Actual/Proj

As ReportedPlan @

Plan Rate

Var :

Act/Proj vs Plan@ Constant Cur *

Var :

Act/Proj vs Plan@ Reporting Cur**

Var :

Act/Proj

vs Plan (in %)

Payroll 78,337 81,077 (5,961) (2,741) 162,865 162,786 (5,961) 79 0% Note 1

Pension 5,509 6,050 (796) (541) 11,992 12,158 (634) (166) (1)%

Payroll Taxes 11,802 12,200 (1,074) (398) 24,655 24,478 (1,074) 177 1% Note 2

Moving Expenses - - - - - - - - 0%

Management Development 900 1,010 (110) (110) 900 1,010 (110) (110) (11)%

Group Insurance 405 402 - 3 807 804 - 3 0%

Expatriate Costs - - - - - - - - 0% Note 3

Other Payroll Related 3,790 - 3,790 3,790 3,790 - 3,790 3,790 100%

Employee Housing Costs - - - - - - - - 0%

Employee Costs 100,742 100,739 (4,151) 3 205,008 201,236 (3,989) 3,772 2%

TIP 7,847 7,578 (75) 269 15,653 15,156 (75) 497 3%

Travel Costs 4,196 3,062 1,040 1,134 4,800 3,623 1,040 1,177 32% Note 4

Car M&R ( incl Insurance ) - - - - - - - - 0%

Car Leasing & Cash for Cars 2,468 3,006 (537) (538) 5,474 6,012 (537) (538) (9)%

Travel Costs 6,664 6,068 503 596 10,274 9,635 503 639 7%

Telephone 1,214 1,224 (28) (10) 2,450 2,448 (28) 2 0%

Office Expenses 337 - 330 337 337 - 330 337 100%

Stationery - - - - - - - - 0%

Office Rental - - - - - - - - 0%

Equipment Rental - - - - - - - - 0%

M&R Office Equipment - - - - - - - - 0%

Utilities - - - - - - - - 0%

Rates - - - - - - - - 0%

General Insurance - - - - - - - - 0%

Occupancy Costs 1,551 1,224 302 327 2,787 2,448 302 339 14%

Equipment Depreciation - - - - - - - - 0%

Building Depreciation - - - - - - - - 0%

Depreciation Costs - - - - - - - - 0%

MEL IT Services - - - - - - - - 0%

Audit / Tax Fees - - - - - - - - 0%

Legal Fees - - - - - - - - 0%

Other Professional Services - - - - - - - - 0% Note 5

Total Professional Services - - - - - - - - 0% Note 5

Meeting & Conventions - - - - - - - - 0%

Subscriptions - - - - - - - - 0%

Research & Development - - - - - - - - 0%

Bank Charges - - - - - - - - 0%

Other Expenses - - - - - - - - 0%

Recharges to Markets - - - - - - - - 0%

Other Expenses - - - - - - - - 0%

Total Burger Group 116,803 115,609 (3,421) 1,194 233,721 228,475 (3,259) 5,246 2.3%

* Constant Currency : Costs translated at the prior year’s appropriate foreign exchange (FX) rate. Constant currency excludes the effects of foreign currency translation when reviewing results ** Reporting Currency : Actual costs are translated at the Monthly Average Rates and Plan costs are translated at Plan Rates

For more detailed comments, please refer to the Department Summary from Page 3 onwards

Notes

Burger Group

Report Lines

YTD June 2013 Full Year 2013

Drivers for variance

15:32 19/06/2014 Finance Training for Interns 2013 _ OS Group Consolidated Page 1

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Process ( WHAT ) Date actionable ( WHEN ) Task ( HOW ) Time Deadline

Invoice Processing - Exisiting

Vendors

Within 3 workings days of Receipt of

Invoice

Invoice keyed to Ecoin & and coded to

worklist 3 Working Days from receipt

Invoice Processing - New Suppliers Within 3 workings days of Receipt of

Invoice

Invoice keyed to Ecoin & and coded to

worklist 3 Working Days from receipt

New Suppliers Set up Requests Adhoc

Form completed by Accounts Payable

Team and send to Nive Pillay to review

and approve

As Required

Eco

in In

voic

e

Ap

pro

val

Ecoin Invoices Approval on Ecoin by

Departments Weekly by end of Wednesday

Action Ecoin Invoices in MEL Ecoin

Users workflow End of Day each Wednesday

Payment Run - GBP Invoices Weekly - Thursday

Generation of Payment proposal

through to bank instruction and

remittance issuing to suppliers

Payment will clear Suppliers Bank a/c on the

following Wednesday

Payment Run - Non GBP Invoices ( €,

$ and other currencies ) Weekly - Thursday

Generation of Payment proposal

through to bank instruction and

remittance issuing to suppliers

Payment will clear Suppliers Bank a/c on the

following Wednesday

Processes & Timeline for Invoices Processing & Payment In

voic

es

sen

t to

be

ke

yed

on

UK

Eco

in

Pay

me

nt

of

Invo

ice

s

AP Processes & Timeline Page 10

Europe Centre : Allocation of Costs - Structure

Cost Centre Cost Centre Cost Centre

Report Line Employee Function LocationPayroll YesPension Scheme YesPayroll Taxes YesMoving Expenses YesManagement Development YesGroup Insurance YesExpatriate Costs Yes

Other Payroll Related Yes Yes YesSubscriptions YesEmployee Housing Yes

Incentive Payroll YesTravel Costs YesCars M&R Yes Yes ( Pool Car )Car Depreciation Yes Yes ( Pool Car )Telephone Yes Yes ( Conferencing ) YesOffice Expenses Yes YesStationery Yes YesOffice Rental YesEquipment Rental YesM&R Office Equipment Yes YesUtilities YesRates YesGeneral Insurance YesMeetings & Conventions Yes YesEquipment Depreciation YesBuilding Depreciation YesOther Professional Fees Yes YesAudit / Tax Fees Yes N/ABank Charges Yes YesMEL IT Services YesOther Expenses N/A N/A N/ARecharges to Markets N/A N/A N/A

Guide

Account No Account No Report Line DescriptionReport

LineAccount Description

8220000 8220-000 MANAGEMENT DEVELOPMENT 6 MANAGEMENT DEVOP'MNT8018002 8018-002 OTHER PAYROLL RELATED 9 EMPLOYEE AWARDS8123001 8123-001 OTHER PAYROLL RELATED 9 TEMPORARY STAFF8123003 8123-003 OTHER PAYROLL RELATED 9 ARGOS SERVICE AWARDS8125101 8125-101 OTHER PAYROLL RELATED 9 MEL OTHER FUN COSTS8223000 8223-000 OTHER PAYROLL RELATED 9 RECRUITMENT COSTS8223009 8223-009 OTHER PAYROLL RELATED 9 OTHER PAYROLL COSTS8223010 8223-010 OTHER PAYROLL RELATED 9 MEL EMP SUBSCRIPTIONS8601000 8601-000 OTHER PAYROLL RELATED 9 EURO SBC & CPUP8010005 8010-005 TRAVEL COSTS 21 CASH OPTION (COMPANY CAR)8050099 8050-099 TRAVEL COSTS 21 MDC MISC TRAVEL(TRAIN/TAXI ETC8050801 8050-801 TRAVEL COSTS 21 HOTEL EXPENSE8050802 8050-802 TRAVEL COSTS 21 TRANSPORTATION (TAXI/TRAIN ETC8050803 8050-803 TRAVEL COSTS 21 TRAVEL - OTHER8050805 8050-805 TRAVEL COSTS 21 TRAVEL-ENTERTAINMENT8050811 8050-811 TRAVEL COSTS 21 TRAVEL FLIGHTS MDC8050999 8050-999 TRAVEL COSTS 21 OTHER TRAVEL8051999 8051-999 TRAVEL COSTS 21 SUBSISTENCE (PAYROLL RECHARGE)8055000 8055-000 TRAVEL COSTS 21 ENTERTAINING(PAYROLL EXPENSE)8052017 8052-017 CARS M&R 22 IRRECOVERABLE VAT-LEASING8052901 8052-901 CARS M&R 22 PETROL VAT SCALE CHARGES8052950 8052-950 CARS M&R 22 PETROL (PAYROLL RECHARGE ONLY)8052997 8052-997 CARS M&R 22 CAR INSURANCE8054949 8054-949 CARS M&R 22 NEBSOP PETROL CHARGES8054950 8054-950 CARS M&R 22 M & R SERVICING8054997 8054-997 CARS M&R 22 BUSINESS MILEAGE8503001 8503-001 CAR DEPRECIATION 23 NON STORE CAR DEPRECIATION8503003 8503-003 CAR DEPRECIATION 23 CAR LEASING COSTS8503009 8503-009 CAR DEPRECIATION 23 MEL RECHARGE- CAR DEPRECIATION8503101 8503-101 CAR DEPRECIATION 23 MEL CAR ALLOWANCE8070000 8070-000 TELEPHONE 31 MISCELLANEOUS TELEPHONE8360005 8360-005 TELEPHONE 31 OFFICE PHONES (FEATURENET)8360006 8360-006 TELEPHONE 31 TEXT AND CONFERENCE PHONE CHAR8360007 8360-007 TELEPHONE 31 O2 MOBILE CALL CHARGES8081001 8081-001 OFFICE EXPENSES 33 POSTAGE8081002 8081-002 OFFICE EXPENSES 33 COURIER8082000 8082-000 OFFICE EXPENSES 33 MISCELLANEOUS OFFICE8082001 8082-001 OFFICE EXPENSES 33 FOOD (STAFF RESTAURANT TRANSF)8082020 8082-020 OFFICE EXPENSES 33 OFFICE CLEANING8082022 8082-022 OFFICE EXPENSES 33 TAXIS8082900 8082-900 OFFICE EXPENSES 33 OFFICE EXPENSES PAYROLL RECHAR8085001 8085-001 STATIONERY 34 GENERAL OFFICE STATIONERY8100201 8100-201 MEETINGS AND CONVENTIONS 52 MEL MEETINGS & CONVENTIONS8111000 8111-000 OTHER PROFESSIONAL FEES 56 MEL PROFESSIONAL FEES

Chart of Accounts Page 10

Cost Centre No Cost Centre Name Hierarchy Level # 4 Hierarchy Level # 3 Hierarchy Level # 2 Cost Centre Type LC Entity Status9446 9446 Saleem Mughal Human Resources Human Resources Fairhurst Employee GBP MEL9559 9559 Veronika Brenner Human Resources Human Resources Fairhurst Employee EUR MEL9438 9438 HR Intern 2013/2014 Human Resources Human Resources Fairhurst Employee GBP MEL9560 9560 Micha Sussex Human Resources Human Resources Fairhurst Employee GBP MEL9561 9561 Jane Gibbon Human Resources Human Resources Fairhurst Employee GBP MEL9562 9562 Neil Radcliffe Human Resources Human Resources Fairhurst Employee GBP MEL9598 9598 Sarah McCann Human Resources Human Resources Fairhurst Employee GBP MEL9625 9625 Jen Fernandes Human Resources Human Resources Fairhurst Employee GBP MEL9627 9627 EUROPEAN HUMAN RESOURCES Human Resources Human Resources Fairhurst Function GBP MEL9642 9642 Katherine Hunt Human Resources Human Resources Fairhurst Employee GBP MEL

10 Human Resources Count9543 9543 Agnes Vadnai Communications Corporate Relations Hilton - Johnson Employee GBP MEL9544 9544 Sam Fulton Communications Corporate Relations Hilton - Johnson Employee GBP MEL9545 9545 Georgina Middleton Communications Corporate Relations Hilton - Johnson Employee GBP MEL9546 9546 Vanessa Mato Communications Corporate Relations Hilton - Johnson Employee GBP MEL9441 9441 Comms Intern 2013/2014 Communications Corporate Relations Hilton - Johnson Employee GBP MEL9631 9631 EUROPEAN COMMUNICATIONS Communications Corporate Relations Hilton - Johnson Function GBP MEL

6 Communications Count9541 9541 David Coleman Government Relations Corporate Relations Hilton - Johnson Employee EUR MEL9542 9542 Balázs Pályi Government Relations Corporate Relations Hilton - Johnson Employee EUR MEL9694 9694 EUROPEAN GOVT RELATIONS Government Relations Corporate Relations Hilton - Johnson Function EUR MEL

3 Government Relations Count9468 9468 EHQ JHJ Function JHJ Function JHJ Function Hilton - Johnson Function CHF EHQ

1 JHJ Function Count9499 9499 MEL & MD Meeting MEL & MD Meeting MEL & MD Meeting Hilton - Johnson Function GBP MEL

1 MEL & MD Meeting Count9434 9434 New FCPA Director FCPA General Counsel Hussain Employee GBP MEL

1 FCPA Count9469 9469 EHQ CM Function CM Function CM Executive Martin Function CHF EHQ

1 CM Function Count9500 9500 Worldwide Conventions Worldwide Conventions CM Executive Martin Function USD MEL

1 Worldwide Conventions Count9430 9430 Andy Shaw European Platform Integration European Platform Integration Martin Employee GBP MEL9431 9431 Federic Hugot European Platform Integration European Platform Integration Martin Employee GBP MEL9432 9432 Andreas Suter European Platform Integration European Platform Integration Martin Employee GBP MEL9436 9436 EUROPEAN PLATFORM INTEGRATION TEAM European Platform Integration European Platform Integration Martin Function GBP MEL

4 European Platform Integration Count9461 9461 Heiko Selzer Operations Ops & Training Martin Employee EUR MEL9483 9483 Christelle Duclos (20%) Operations Ops & Training Martin Employee EUR MEL9490 9490 Julie Beck Operations Ops & Training Martin Employee GBP MEL9515 9515 Joe Zammuto Operations Ops & Training Martin Employee GBP MEL9564 9564 Intern - Mandeep Kallah Operations Ops & Training Martin Employee GBP MEL9639 9639 Pascal Bataille Operations Ops & Training Martin Employee EUR MEL9648 9648 Katherine Harrison Operations Ops & Training Martin Employee GBP MEL9650 9650 Dave Watchman Operations Ops & Training Martin Employee GBP MEL9696 9696 EUROPEAN QS&C Operations Ops & Training Martin Function GBP MEL

9 Operations Count9435 9435 New Store Productivity Expert Store Systems Ops & Training Martin Employee GBP MEL

1 Store Systems Count9636 9636 EUROPEAN TRAINING Training Ops & Training Martin Function EUR MEL9645 9645 Yves Zamrini Training Ops & Training Martin Employee EUR MEL9646 9646 Arnauld Hery Training Ops & Training Martin Employee EUR MEL9649 9649 Simon Quinn Training Ops & Training Martin Employee GBP MEL9674 9674 Claire Roberts Training Ops & Training Martin Employee EUR MEL

5 Training Count9449 9449 2012 GDW NORMALISED COSTS Consumer & Business Insight Woreczek - Other Woreczek - Other Function USD MEL9450 9450 Antoinette Benoit Consumer & Business Insight Woreczek - Other Woreczek - Other Employee EUR MEL9509 9509 Barbara Sembinelli Consumer & Business Insight Woreczek - Other Woreczek - Other Employee EUR MEL9513 9513 Florence Netzler Consumer & Business Insight Woreczek - Other Woreczek - Other Employee EUR MEL9440 9440 CBI Intern 2013/2014 Consumer & Business Insight Woreczek - Other Woreczek - Other Employee GBP MEL9527 9527 Rebecca Di Mambro Consumer & Business Insight Woreczek - Other Woreczek - Other Employee GBP MEL9528 9528 Aart Labee Consumer & Business Insight Woreczek - Other Woreczek - Other Employee EUR MEL9529 9529 Peter Werker Consumer & Business Insight Woreczek - Other Woreczek - Other Employee EUR MEL9531 9531 Alastair Fairgrieve Consumer & Business Insight Woreczek - Other Woreczek - Other Employee GBP MEL9532 9532 Caroline Stoffell Consumer & Business Insight Woreczek - Other Woreczek - Other Employee GBP MEL9533 9533 Stephane Wald Consumer & Business Insight Woreczek - Other Woreczek - Other Employee EUR MEL9539 9539 Nyssa Packard Consumer & Business Insight Woreczek - Other Woreczek - Other Employee GBP MEL9663 9663 CONSUMER&BUSINESS INSIGHT Consumer & Business Insight Woreczek - Other Woreczek - Other Function GBP MEL

13 Consumer & Business Insight Count

Europe Cost Centre Listing - 2013

19/06/2014 15:32 Cost Centres List Page 5 of 10

User ID User Name Status Approval Code Role Exp Escalated User

JFERNANDES Jennifer Fernandes A 9627JF MEL Manager (4) NRADCLIFFE

JGIBBON Jane Gibbon A 9627JG MEL Senior Director (1) DFAIRHURST

KHUNT Katherine Hunt A 9627KH MEL Support DFAIRHURST

MSUSSEX Micha Sussex A 9627MS MEL Support NRADCLIFFE

NRADCLIFFE Neil Radcliffe A 9627NR MEL Director (2) DFAIRHURST

GMIDDLETON Georgina Middleton A 9631GM MEL Support JKWIATKOWSKA

JKWIATKOWSKA Joanna Kwiatkowska A 9631JK MEL Senior Manager (3) SFULTON

SFULTON Sam Fulton A 9631SF MEL Director (2) JHILTONJOHNSON

VMATO Vanessa Mato A 9631VM MEL Manager (4) JKWIATKOWSKA

ABENOIT Antoinette Benoit A 9663AB MEL Support PWORECZEK

ALABEE Aart Labee A 9663AL MEL Director (2) SWALD

BSEMBINELLI Barbara Sembinelli A 9663BS MEL Support SWALD

CSTOFFELL Caroline Stoffell A 9663CS MEL Support SWALD

NPACKARD Nyssa Packard A 9663NP MEL Senior Manager (3) ABENOIT

RDIMAMBRO Rebecca di Mambro A 9663RD MEL Senior Manager (3) ABENOIT

SWALD Stephane Wald A 9663SW MEL Director (2) ABENOIT

DWATCHMAN Dave Watchman A 9696DW MEL Director (2) CMARTIN

JZAMMUTO Joe Zammuto A 9696JZ MEL Senior Manager (3) DWATCHMAN

KHARRISON Katherine Harrison A 9696KH MEL Support CMARTIN

PBATAILLE Pascal Bataille A 9696PB MEL Director (2) CMARTIN

Europe : 2013 Plan Worksheet

Input Table 6 - Meeting & Conventions

Meeting Name Open ItemLocal

CUR

New /

Recurring

Venue

Costs

Catering

Costs

Event Mgt

Fees

Other

Costs

Total

Costs

Delegate

Fees

Charged out

2013 G&A

Impact

HR Insights 9627015 GBP Recurring 12,000 12,000 (10,000) 2,000

European HR Communications Council 9627016 GBP Recurring 50,000 50,000 (37,500) 12,500

Meetings at Edgware Road (Refreshments) 9627100 GBP Recurring 125 125 125

Meeting # 4 GBP - -

Meeting # 5 GBP - -

Meeting # 6 GBP - -

Meeting # 7 GBP - -

Meeting # 8 GBP - -

Meeting # 9 GBP - -

Meeting # 10 GBP - -

Meeting Name Open Item Local CUR Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Oct-13 Nov-13 Dec-13 Total

HR Insights 9627015 GBP GBP - - - - 2,000 - - - - - - 2,000 European HR Communications Council 9627016 GBP GBP - - - - - - - - 12,500 - - 12,500 Meetings at Edgware Road (Refreshments) 9627100 GBP GBP 125 125 125 125 125 125 125 125 125 125 125 1,500 Meeting # 4 0 GBP GBP - - - - - - - - - - - - Meeting # 5 0 GBP GBP - - - - - - - - - - - - Meeting # 6 0 GBP GBP - - - - - - - - - - - - Meeting # 7 0 GBP GBP - - - - - - - - - - - - Meeting # 8 0 GBP GBP - - - - - - - - - - - - Meeting # 9 0 GBP GBP - - - - - - - - - - - - Meeting # 10 0 GBP GBP - - - - - - - - - - - -

Section B : 2013 Plan Amount in Reporting Currency

Meeting Name Open Item CUR Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Oct-13 Nov-13 Dec-13 Total

HR Insights 9627015 GBP - - - - 2,000 - - - - - - 2,000 European HR Communications Council 9627016 GBP - - - - - - - - 12,500 - - 12,500 Meetings at Edgware Road (Refreshments) 9627100 GBP 125 125 125 125 125 125 125 125 125 125 125 1,500 Meeting # 4 0 GBP - - - - - - - - - - - - Meeting # 5 0 GBP - - - - - - - - - - - - Meeting # 6 0 GBP - - - - - - - - - - - - Meeting # 7 0 GBP - - - - - - - - - - - - Meeting # 8 0 GBP - - - - - - - - - - - - Meeting # 9 0 GBP - - - - - - - - - - - - Meeting # 10 0 GBP - - - - - - - - - - - -

125 125 125 125 2,125 125 125 125 12,625 125 125 16,000

Section A : 2013 Plan Amount in Local Currency

Please select the appropriate month

Sep-13 Comment Box

- - 125 - - - - - - -

-

Sep-13

- - 125 - - -

- - -

Total Meeting & Conventions 125

DecSep OctJan Feb Apr Jun Jul AugMay Nov










Mar

Mar

Mar

Mar

Mar

Mar

Mar

Mar

Mar

Mar

19/06/2014 15:32 Finance Training for Interns 2013 - M&C Input Table 6 7 of 10


Input Table 7 - Other Professional Fees

Recurring Initiatives

Initiatives Name Supplier Name Open Item No Local CUR Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Total

McPassport Perfect Day 9627001 GBP GBP 100 100 100 2,300 100 100 2,300 100 100 2,300 100 2,300 10,000

MEL Survey IRI Consulting 9627003 GBP GBP 10,000 10,000

Reward Statements Aonn Hewitt 9627004 GBP GBP 40,000 40,000

MEL Talent Community of Practices - SM 9627005 GBP GBP 5,000 5,000 10,000

MEL People Development Values Based Leadership 9627006 GBP GBP 2,500 2,500 2,500 2,500 10,000

External Legal Support Beachcroft 9627007 GBP GBP 10,000 10,000

Superfushion Work Green Lions Insights 9627012 GBP GBP 6,000 6,000 6,000 6,000 6,000 6,000 36,000

HR Group - European Communications Councils fourimpact 9627013 GBP GBP 20,000 20,000

MD's development - SM London Business School 9627014 GBP GBP 50,000 50,000

Series HR Courses 9627017 GBP GBP 2,000 2,000

Great Places to Work Great Places to Work 9627018 GBP GBP 5,000 5,000 10,000

Design of Talent Health Check Tool - SM Positive Momentum 9627019 GBP GBP 7,500 7,500 15,000

Resource to support administration of Talent Programmes - SM 9627020 GBP GBP 22,000 22,000

New Director Development Programme - SM 9627021 GBP GBP 30,000 30,000

ELDP Alumni - SM 9627022 GBP GBP 3,000 3,000

Unallocated GBP GBP -

Initiatives # 17 GBP GBP -















New Initiatives

Initiatives Name Supplier Name Open Item No Local CUR Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Total

Reward & Recognition Community of Practice 9627023 GBP GBP 5,000 5,000 10,000

Market Pricing Mercer 9627024 GBP GBP 15,000 15,000 30,000

New Initiatives # 33 GBP GBP -













Section A : 2013 Plan Amount in Local Currency

19/06/2014 15:32 Finance Training for Interns 2013 - Other Prof Fees Input Table 7 8 of 10


Section B : 2013 Plan Amount in Reporting Currency

Recurring Initiatives

Initiatives Name Supplier Name Open Item No CUR Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Total

McPassport Perfect Day 9627001 GBP 100 100 100 2,300 100 100 2,300 100 100 2,300 100 2,300 10,000 MEL Survey IRI Consulting 9627003 GBP - - - - - - - - - - 10,000 - 10,000 Reward Statements Aonn Hewitt 9627004 GBP - - - - - - - 40,000 - - - - 40,000 MEL Talent Community of Practices - SM 9627005 GBP - - 5,000 - - - - - - 5,000 - - 10,000 MEL People Development Values Based Leadership 9627006 GBP - 2,500 - - 2,500 - - 2,500 - - 2,500 - 10,000 External Legal Support Beachcroft 9627007 GBP - - - - - - - - - - - 10,000 10,000 Superfushion Work Green Lions Insights 9627012 GBP - 6,000 - 6,000 - 6,000 - 6,000 - 6,000 - 6,000 36,000 HR Group - European Communications Councils fourimpact 9627013 GBP - - - - - - - - - 20,000 - - 20,000 MD's development - SM London Business School 9627014 GBP - - - - - - - - 50,000 - - - 50,000 Series HR Courses 9627017 GBP - - - - 2,000 - - - - - - - 2,000 Great Places to Work Great Places to Work 9627018 GBP - - - - - 5,000 - - - - 5,000 - 10,000 Design of Talent Health Check Tool - SM Positive Momentum 9627019 GBP - - 7,500 - - - - - 7,500 - - - 15,000 Resource to support administration of Talent Programmes - SM 9627020 GBP - - - - - - - - - - 22,000 - 22,000 New Director Development Programme - SM 9627021 GBP - - - - - - - - - - 30,000 - 30,000 ELDP Alumni - SM 9627022 GBP - 3,000 - - - - - - - - - - 3,000 Unallocated GBP - - - - - - - - - - - - - Initiatives # 17 GBP - - - - - - - - - - - - - Initiatives # 18 GBP - - - - - - - - - - - - - Initiatives # 19 GBP - - - - - - - - - - - - - Initiatives # 20 GBP - - - - - - - - - - - - - Initiatives # 21 GBP - - - - - - - - - - - - - Initiatives # 22 GBP - - - - - - - - - - - - - Initiatives # 23 GBP - - - - - - - - - - - - - Initiatives # 24 GBP - - - - - - - - - - - - - Initiatives # 25 GBP - - - - - - - - - - - - - Initiatives # 26 GBP - - - - - - - - - - - - - Initiatives # 27 GBP - - - - - - - - - - - - - Initiatives # 28 GBP - - - - - - - - - - - - - Initiatives # 29 GBP - - - - - - - - - - - - - Initiatives # 30 GBP - - - - - - - - - - - - -

100 11,600 12,600 8,300 4,600 11,100 2,300 48,600 57,600 33,300 69,600 18,300 278,000

New Initiatives

Initiatives Name Supplier Name Open Item No CUR Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Total

Reward & Recognition Community of Practice 9627023 GBP - - - - 5,000 - - - - 5,000 - - 10,000 Market Pricing Mercer 9627024 GBP - - - 15,000 - - - - 15,000 - - - 30,000 New Initiatives # 33 GBP - - - - - - - - - - - - - New Initiatives # 34 GBP - - - - - - - - - - - - - New Initiatives # 35 GBP - - - - - - - - - - - - - New Initiatives # 36 GBP - - - - - - - - - - - - - New Initiatives # 37 GBP - - - - - - - - - - - - - New Initiatives # 38 GBP - - - - - - - - - - - - - New Initiatives # 39 GBP - - - - - - - - - - - - - New Initiatives # 40 GBP - - - - - - - - - - - - - New Initiatives # 41 GBP - - - - - - - - - - - - - New Initiatives # 42 GBP - - - - - - - - - - - - - New Initiatives # 43 GBP - - - - - - - - - - - - - New Initiatives # 44 GBP - - - - - - - - - - - - - New Initiatives # 45 GBP - - - - - - - - - - - - -

- - - 15,000 5,000 - - - 15,000 5,000 - - 40,000

100 11,600 12,600 23,300 9,600 11,100 2,300 48,600 72,600 38,300 69,600 18,300 318,000

Total Recurring Initiatives

Total New Initiatives

Total Other Professional Fees

19/06/2014 15:32 Finance Training for Interns 2013 - Other Prof Fees Input Table 7 9 of 10

1

Archer Samuel

From: Pillay NiveSent: 09 May 2014 13:51To: Archer SamuelSubject: FW: Finance Intern Day

Hi Sam Can you set up for 4 laptops for Monday? See if Lauren has got some spare mice Best Regards Nive office + 44 207 800 4871 mobile + 44 7725 446 467 mobex 4610

From: Tsourou Nicole Sent: 09 May 2014 10:15 To: Pillay Nive Subject: RE: Finance Intern Day Hello Nive, A few a still yet to confirm however please see below

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12th May Daniel Morgan Alice Griesel Paula Atkinson Mark Clarke Matthew Hunt Benjamin Howden Perry Rawlinson Alice Parramore Freddie Thomas Sarah Onafawokan Hannah Bragg Urvi Bhatt 13th May Kerry Hurren Sabrina Devi Imran Rashid Charlie Perfitt Kwame Adu Gyamfi Cassandra Palmer Tia Marquis‐Copeland Imran Rashid Kind regards Nicole

From: Pillay Nive Sent: 09 May 2014 09:54 To: Tsourou Nicole Cc: Sussex Micha; Archer Samuel Subject: Finance Intern Day Hi Nicole Can you please confirm the Attendance List for Monday and Tuesday (if any) as we need to get Lauren to provide sum laptops.

3

Thanks Best Regards Nive office + 44 207 800 4871 mobile + 44 7725 446 467 mobex 4610

Name: ______________________________ Monday, 12th May 2014

McDonald’s Europe Finance

Intern Assessment Day Part A

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Notes:

A. Please refer to the Reference Tables provided Below (Chart of Accounts

Table and Exchange Rate Table) to answer the following Questions.

B. Please ignore VAT on the following questions.

C. You have 30 minutes to complete 10 Questions.

D. Remember to Read the questions carefully and Good Luck.

Reference Table 1 : Chart of Account

Account Type Account Description Account

No

Expenses SALARIED PAYROLL 8010000

Expenses TRAVEL 8050803

Expenses CAR INSURANCE 8052997

Expenses CAR LEASING COSTS 8503003

Expenses MISCELLANEOUS TELEPHONE 8070000

Expenses O2 MOBILE CALL CHARGES 8360007

Expenses GENERAL OFFICE STATIONERY 8085001

Expenses OFFICE RENTS 8150001

Expenses PROFESSIONAL FEES 8113001

Balance Sheet BANK A/C 1010090

Balance Sheet PREPAYMENT A/C 1503002

Balance Sheet ACCRUAL A/C 3370200

Balance Sheet DEBTORS A/C 1340010

Reference Table 2 : Exchange Rates Table

Currency Exchange Rate

EUR / GBP 1.25

USD / GBP 1.60

CHF / GBP 1.50

Questions. Please fill in the boxes or answer the questions where stated.

1. In May 2014, McDonald’s Europe pays an Invoice to a Supplier for £20,000 for Consultancy

Services (Professional Services) that took place in May 2014

Question: Which account should be debited and credited in May 2014?

Account Name Account No Debit Amount Credit Amount

2. In May 2014, McDonald’s Europe pays an Invoice to a French Supplier for €25,000 for

Consultancy Services (Professional Services) that took place in April 2014

Question: Which account should be debited and credited in GBP in May 2014?


3. On reviewing the Apr14 Expenses at Month End, you notice that an Expense Claim of

£10,000 as submitted by an employee has been incorrectly charged to the Car Leasing

Account.

The Split of the Expenses Claim £10,000 is as follows:

Flight Costs = £7,000

Hotel Costs = £2,000

Mobile Phone Charges = £500

Stationery Costs = £500

Question: Which account should be debited and credited in May 2014?


4. A man wanted to enter an exclusive club but did not know the password that was required. He

waited by the door and listened. A club member knocked on the door and the doorman said

‘twelve’. The member replied ‘six’ and was let in. A second member came to the door and the

doorman said ‘six’. The member replied ‘three’ and was let in. The man thought he heard

enough and walked up to the door. The doorman said ‘ten’ and the man replied ‘five’. But, he

wasn’t let in. What should have he said?

Answer:

__________________________________________________________________________________

5. You have to measure exactly 4 litres of water but you only have a 3-litres bottle and a 5-litres

bottle. How do you do it?

Answer:

__________________________________________________________________________________

6. The sum of ages of 5 children born at the intervals of 3 years is 50 years. What is the age of the

youngest child?

Answer:

7. At a conference, 12 members shook hands with each other before & after the meeting. How

many total number of handshakes occurred?

a. 100 b. 132 c. 145 d. 144 e. 121

_________________________________________________________________________________

8. 1, 2, 3, 5, 8, 13, 21, __? What comes after 21 in this sequence?

Answer:

__________________________________________________________________________________

9. I start with a pint glass full of lemonade. I drink half of it and give it to you. You then

drink half of what is left and give it back to me. I then drink half of what is left, and

pass it back. We keep drinking half of the remaining lemonade then passing it across

until there is a negligible amount of drink left. In total, what proportion of the pint did

I drink?

a. 1/3 b. 5/8 c. 2/3 d. 3/4 e. None of the above

__________________________________________________________________________________

10. Based on the text provided below, please evaluate if the statements are

A – True (The statement follows logically from the information or opinions contained in the

passage)

B – False (The statement is logically false from the information or opinions contained in the

passage)

C – Cannot Say (Cannot determine whether the statement is true or false without further information)

“Many organisations find it beneficial to employ students over the summer. Permanent staff often

wish to take their own holidays over this period. Furthermore, it is not uncommon for companies

to experience peak workloads in the summer and so require extra staff. Summer employment also

attracts students who may return as well qualified recruits to an organisation when they have

completed their education. Ensuring that the students learn as much as possible about the

organisation encourages interest in working on a permanent basis. Organisations pay students on

a fixed rate without the usual entitlement to paid holidays or sick leave.”

Statement 1 – Students in summer employment are given the same paid holiday benefit as

permanent staff.

True False Cannot say

Statement 2 – Students are subject to the organisation’s standard disciplinary and grievance

procedures.


Statement 3 – Some companies have more work to do in the summer when students are available

for vacation work.


McDonald’s EuropeFinance

Intern Assessment DayPart B

Monday, 12th May 2014

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Confidential Data :

Case Study A - Travel Analysis

Appendix 1

Plan Amount in £ Dept No 201401 201402 201403 201404 201405 201406 201407 201408 201409 201410 201411 201412 Total

Korina S 9614 1,000 1,000 - - 1,000 100 100 1,500 100 500 1,200 500 7,000

Malcolm H 9615 4,000 5,000 2,500 8,500 2,000 9,000 1,000 400 1,000 2,000 600 2,000 38,000

Ralf S 9616 1,000 2,000 3,000 1,000 1,000 5,000 1,000 5,000 3,000 4,000 3,000 1,000 30,000

6,000 8,000 5,500 9,500 4,000 14,100 2,100 6,900 4,100 6,500 4,800 3,500 75,000

Appendix 2

Month EUR / GBP USD / GBP CHF / GBP

201401 Actual 1.20 1.55 1.46

201402 Actual 1.19 1.58 1.44

201403 Actual 1.20 1.58 1.44

201404 Actual 1.22 1.60 1.46

201405 Projections 1.24 1.59 1.49

201406 Projections 1.24 1.55 1.48

201407 Projections 1.23 1.55 1.48

201408 Projections 1.23 1.55 1.48

201409 Projections 1.23 1.55 1.48

201410 Projections 1.23 1.55 1.48

201411 Projections 1.23 1.55 1.48

201412 Projections 1.23 1.55 1.48

Appendix 3

Forecast % vs Plan Dept No 201405 201406 201407 201408 201409 201410 201411 201412

Korina S 9614 100% 100% 100% 50% 100% 110% 200% 70%

Malcolm H 9615 100% 100% 100% 25% 150% 100% 160% 50%

Ralf S 9616 100% 100% 100% 40% 150% 100% 170% 100%

Requirement :

Please complete Questions 1 - 5 and highlight the Transactions that can be driving the Overspend

- Answer questions in order to build a presentation (which should last around 10 minutes) that explains your answers to the questions and any other findings that you have.

* Monthly Actual & Projections Exchange Rates have been provided in Appendix 2.

The Head of the Legal Department has asked you to provide an Analysis on the Travel Spend for her team in GBP as she is concerned that the team might be overspending.

* Actual Spend in Euros (€) by Employee for the Period Jan - Apr 2014 is shown in Appendix 4.

* Approved Planned Spend by Employee for the Period Jan - Dec 2014 below in GBP (£) in Appendix 1.

* Forecast Spend in % for May - Dec 2014 have been provided in Appendix 3.

Questions :

All Analysis should be denominated in GBP (£)

Q1 :

Q2 :

Table 1 Actual Actual Actual Actual Projections Projections Projections Projections Projections Projections Projections Projections

Amount in £ Dept No 201401 201402 201403 201404 201405 201406 201407 201408 201409 201410 201411 201412 Total

Korina S 9614

Malcolm H 9615

Ralf S 9616

Q3 :

Q4 :

Q5 :

Total Travel Costs Analysis in GBPs

Employee Name Dept No Actual Plan Var Var % Actual Plan Var Var % Actual Plan Var Var %

Korina S 9614

Malcolm H 9615

Ralf S 9616

Total

* Input the Travel Spend by month for each employee into Table 1 for Jan - Apr 2014.

* Please populate the Expected Spend (Projections) for May - Dec 2014 into Table 1 using data provided in Appendix 1-4

Full Year 2014

Please calculate the Actual versus Plan Variance for the Month of Apr in £ and as a %

Please calculate the Actual versus Plan Variance for the YTD@ Apr in £ and as a %

Please calculate the Actual versus Plan Variance for the Full Year in £ and as a %

Month = Apr 2014 Year To Date @ Apr 14

Appendix 4

Travel Spend by Accounting Month & Employee in Euros (€)

A/C Period Dept No Group Employee Name Account Name Transaction Details Voucher Costs in €

201401 9615 Legal Malcolm H TRAVEL COSTS UK V0000401529 CO.1 TO CO.87 00003859848 125.00


201401 9614 Legal Leona M TRAVEL COSTS UK JAN12 AMEX 00003860114 10,203.00

201402 9615 Legal Malcolm H TRAVEL COSTS UK RCD: MEADWAY PRIV 21010 00003862247 34.00



201402 9615 Legal Malcolm H TRAVEL COSTS UK FEB 12 AMEX M H 00003862739 3,621.00

201402 9615 Legal Leona M TRAVEL COSTS UK FEB 12 AMEX 00003862740 10,000.00



201403 9615 Legal Malcolm H TRAVEL COSTS UK RCD: M HICKS EXPENSE JAN 00003865686 186.00

201403 9616 Legal Ralf S TRAVEL COSTS UK RCD: KAUT BULLINGER FEB 00003865686 19.00

201403 9616 Legal Ralf S TRAVEL COSTS UK RCD: GER C392741 JAN 00003865686 740.00

201403 9615 Legal Malcolm H TRAVEL COSTS UK MAR 12 AMEX M H 00003865764 1,886.00



201404 9615 Legal Malcolm H TRAVEL COSTS UK APR 12 AMEX M H 00003868066 3,678.00

201401 9614 Legal Korina S TRAVEL COSTS EHQ Res. on K. Schwyter, expen 193 93.00

201402 9614 Legal Korina S TRAVEL COSTS EHQ K. Schwyter, expense repor 228 70.00


201403 9614 Legal Korina S TRAVEL COSTS EHQ K. Schwyter, expense repor 446 1,178.00



201403 9614 Legal Korina S TRAVEL COSTS EHQ Res. on K. Schwyter, expen 583 1,499.00

201404 9614 Legal Korina S TRAVEL COSTS EHQ EXPENSES 03.2012 869412 691.00








201404 9614 Legal Korina S TRAVEL COSTS EHQ EXPENSE K. SCHWYTER 04.201 871479 70.00

201402 9616 Legal Ralf S TRAVEL COSTS GER Radisson Hotel, Prague HR000061176 123.00

201402 9616 Legal Ralf S TRAVEL COSTS GER Taxi HR000061176 5.00

201402 9616 Legal Ralf S TRAVEL COSTS GER Lufthansa HR000061176 540.00

201402 9616 Legal Ralf S TRAVEL COSTS GER BTA Travel Agency fees HR000061176 62.00

201402 9616 Legal Ralf S TRAVEL COSTS GER Munich Airport Parking HR000061176 42.00

201402 9616 Legal Ralf S TRAVEL COSTS GER KM Pauschale Inland 80,00 HR000061176 24.00

201402 9616 Legal Ralf S TRAVEL COSTS GER Heathrow Express HR000061688 42.00

201402 9616 Legal Ralf S TRAVEL COSTS GER News and Sports Bar HR000061688 5.00


201402 9616 Legal Ralf S TRAVEL COSTS GER BTA First Travel HR000061688 127.00



201402 9616 Legal Ralf S TRAVEL COSTS GER Taxi to Seminar (Regent Ho HR000061689 66.00

201402 9616 Legal Ralf S TRAVEL COSTS GER Sion Bar HR000061689 5.00


201402 9616 Legal Ralf S TRAVEL COSTS GER BTA Travel Agency HR000061689 64.00



201402 9616 Legal Ralf S TRAVEL COSTS GER La Mola Hotel and Conferen HR000061716 250.00

201402 9616 Legal Ralf S TRAVEL COSTS GER La Mola Hotel and Conferen HR000061716 32.00


201402 9616 Legal Ralf S TRAVEL COSTS GER BTA First Agency HR000061716 62.00



201402 9616 Legal Ralf S TRAVEL COSTS GER Sofitel Louise Brussels HR000061717 229.00

201402 9616 Legal Ralf S TRAVEL COSTS GER Taxi from Sofitel to McD O HR000061717 85.00

201402 9616 Legal Ralf S TRAVEL COSTS GER Autogrill HR000061717 2.00


201402 9616 Legal Ralf S TRAVEL COSTS GER BTA Travel Agency HR000061717 64.00



201403 9616 Legal Ralf S TRAVEL COSTS GER Sheraton Diana Majestic HR000062684 684.00

201403 9616 Legal Ralf S TRAVEL COSTS GER WECAN - Shared taxi with G HR000062684 270.00

201403 9616 Legal Ralf S TRAVEL COSTS GER Lutfhansa HR000062684 387.00

201403 9616 Legal Ralf S TRAVEL COSTS GER BTA Travel agency HR000062684 64.00



201403 9616 Legal Ralf S TRAVEL COSTS GER Taxi Parisiens HR000062685 194.00

201403 9616 Legal Ralf S TRAVEL COSTS GER Fuersten Lounge E4 HR000062685 6.00


201403 9616 Legal Ralf S TRAVEL COSTS GER BTA Travel agency HR000062685 64.00

Appendix 4 4

A/C Period Dept No Group Employee Name Account Name Transaction Details Voucher Costs in €



201402 9615 Legal Malcolm H TRAVEL COSTS UK VOID 00003862581 S0008914648 708.00

201404 9615 Legal Malcolm H TRAVEL COSTS UK VOID 00003867914 S0008989267 1,417.00

201401 9615 Legal Malcolm H TRAVEL COSTS UK V0000401528 312.00








201401 9615 Legal Malcolm H TRAVEL COSTS UK M HICKS - Orlando W0006304845 9,654.00

201401 9615 Legal Malcolm H TRAVEL COSTS UK M HICKS W0006304845 424.00


201403 9615 Legal Malcolm H TRAVEL COSTS UK M HICKS W0006376108 3,096.00

201403 9615 Legal Malcolm H TRAVEL COSTS UK M HICKS W0006376108 1,358.00





Appendix 4 5

McDonald’s EuropeFinance

Intern Assessment DayPart C

Monday, 12th May 2014

uk-sgozzard

Typewritten Text

C

Case Study B - Accounts Receivable

Question Description

1 Sort the transactions in the 'AR 31 Dec 2012' tab by Debtor

number then by Period

2 Identify any un-allocated payments or credit notes and match

them to the corresponding invoices. (You can either create a new

tab showing this data or edit the 'AR 31 Dec 2012' tab, but make sure it

is clear which transactions are being matched).

3 Match the payments in January 2013 with the correct invoices. (Using 'Payments Jan 2013' tab)

4 In a new Sheet, present the Accounts Receivable breakdown by

Debtor containing only open (unpaid) invoices.

Insert a Sub-total for each debtor and highlight any key findings

you might have.

5 Present your breakdown and findings in a 5-10 minute

presentation

Period Invoice No. Debtor Number Debtor Name GBP Description AR a/c Co Status

201112 R0000618059 782 Debtor 6 -124,536.46 BACS 09DEC11 IP RESTAURANY BLR 1340011 87.00 O

201212 R0000757656 757 Debtor 10 -45,739.00 BACS 09DEC12 MCD 1340011 87.00 O

200912 R0000413171 782 Debtor 6 -924.86 BACS 04DEC09 MCD BELARUS 1340011 87.00 O

200810 R0000333971 142 Debtor 1 -325.00 ERDDS FORUM SEP 08 CREDIT 1340011 87.00 O

200810 R0000333972 142 Debtor 1 -325.00 ERDDS FORUM SEP 08 CREDIT 1340011 87.00 O

200910 R0000404652 142 Debtor 1 -6.00 BANK CHARGE 26OCT09 1340011 87.00 O

200911 R0000405723 782 Debtor 6 41.69 GTP-E SERVICES Q3 09 1340011 87.00 O

200912 R0000413552 782 Debtor 6 41.87 GTP-E SERVICES Q4 09 1340011 87.00 O

201212 R0000716054 509 Debtor 3 270.16 DZ INVOICES 1373000 87.00 O

201210 R0000743026 783 Debtor 7 284.34 RS PRODUCT SUPPORT Q1 2013 1373000 87.00 O



200911 R0000405908 782 Debtor 6 358.65 ISS E-CHARGE Q3 09 1340011 87.00 O

201212 R0000742892 787 Debtor 9 376.93 MOBILITY Q1 2013 1340011 87.00 O

201211 R0000743038 783 Debtor 7 435.34 EU INFR. CHARGE Q1 2013 1373000 87.00 O

201212 R0000743061 783 Debtor 7 450.22 EMERGE Q1 2013 1373000 87.00 O

201211 R0000743035 784 Debtor 8 450.87 EU INFR. CHARGE Q1 2013 1373000 87.00 O

200911 R0000405807 782 Debtor 6 524.52 EMAIL HOSTING Q3 09 1340011 87.00 O


200808 R0000317238 142 Debtor 1 528.00 ERDDS FORUM SEPTEMBER 2008 1340011 87.00 O

200810 R0000330059 142 Debtor 1 528.00 ERDDS FORUM SEPTEMBER 2008 1340011 87.00 O

200906 R0000382068 142 Debtor 1 528.00 ERDDS FORUM Jun 09 1340011 87.00 O

201303 R0000742972 647 Debtor 5 538.51 TDA SAMPLE Q1 2013 1373000 87.00 O

201211 R0000743045 784 Debtor 8 542.82 GLOBAL AD Q1 2013 1373000 87.00 O

201303 R0000742993 647 Debtor 5 696.19 SMS3 MAINTENANCE Q1 2013 1373000 87.00 O


201303 R0000742902 292 Debtor 2 732.04 HSM Q1 2013 1340011 87.00 O

201110 R0000589648 292 Debtor 2 875.00 SCS 2011 1340011 87.00 O

201110 R0000589649 292 Debtor 2 875.00 SCS 2011 1340011 87.00 O


201212 R0000716119 538 Debtor 4 1,000.00 DZ INVOICES 1373000 87.00 O





201303 R0000743007 647 Debtor 5 1,033.95 POSV5 RS SUPPORT Q1 13 1373000 87.00 O

201303 R0000742959 647 Debtor 5 1,077.03 GLOBAL DATA WAREHOUSE Q1 2013 1373000 87.00 O

201212 R0000742950 787 Debtor 9 1,131.74 IT SOURCING Q1 2013 1340011 87.00 O

201211 R0000743052 784 Debtor 8 1,193.60 MARKET ROUTER Q1 2013 1373000 87.00 O

201211 R0000743008 783 Debtor 7 1,292.43 POSV5 RS SUPPORT Q1 13 1373000 87.00 O

201303 R0000742918 292 Debtor 2 1,938.65 GTK Q1 2013 1340011 87.00 O

201212 R0000757673 787 Debtor 9 2,365.87 VERIZON MKT ROUTER Q4 12 1340011 87.00 O

200812 R0000338107 142 Debtor 1 4,327.41 ECC MEETING LISBON SEP 08 1340011 87.00 O

201207 R0000669505 292 Debtor 2 7,265.00 ERDDS: TRAD OPENING JAN 12 1340011 87.00 O

201207 R0000669526 292 Debtor 2 14,529.00 ERDDS: TRAD OPENING APR 1340011 87.00 O

201208 R0000677417 292 Debtor 2 21,206.00 ERDDS:TRAD OPENINGS JUNE 12 1340011 87.00 O

201207 R0000669511 292 Debtor 2 21,794.00 ERDDS: TRADITIONAL OPENING FEB 1340011 87.00 O


200911 R0000405955 782 Debtor 6 124,536.46 VERIZON MKT ROUTER Q3 09 1340011 87.00 O

Sub-total 94,474.17 100.0%

Total 94,474.17

Period Voucher No. Debtor Number Debtor Name GBP Description AR a/c Co Status

201301 R0000778123 292 Debtor 2 -36,323.00 BANK 12IAN13 MCD 1340011 87.00 U

201301 R0000778125 784 Debtor 8 -312.77 BANK 15IAN13 MCD 1373125 87.00 U

201301 R0000778132 292 Debtor 2 -875.00 BANK 16IAN13 MCD 1340011 87.00 U




www.novelapproachpbl.com

GROUP OBSERVATION CHECKLIST

(Observe group for 5-10 minutes and check all behaviors that were seen or heard)

Group:

Project Name: Date:

When beginning a new task group members …

Behaviour observed All members

Most members

Some members

Few members

Agree on an agenda or plan

Begin work promptly

Get out project materials

Figure things out without minimal teacher help

Share responsibilities and/or assign roles

Review deadlines

Stay on task

When working group members….


Most members

Some members

Few members

Have relevant conversations

Evaluate new information for significance

Teach each other

Review each other’s work

Assign overnight/weekend tasks

Ensure that work is turned in

Clean up and put away

Ask for help when needed

Stay on task

When discussing project work group members….


Most members

Some members

Few members

Ask clarifying questions

Take turns speaking

Make decisions collaboratively

Record decisions and plans

Share essential information

Review deadlines

Stay on task

uk-sgozzard

Typewritten Text

C

Not confident

Working Agenda Done

Verizon (Telephone costs) • Ivoices (Saving & Editing)

• Coding

Raising Invoices & Credit Notes • MSIS Create

• MSIS Print

• MSIS Matching Payments

Sports Fund • Wire Transfer Forms

Head Count Maintanence • MSIS Adding Cost Centre

• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A

Month End • G&A Tidy Up

• Update Open Invoice Folder (e-coin List)

• Accruals (GDP,EUR) → Reverse Previous EUR

• AMEX (Austria, UK)

• TIP & TIP Taxes

• Recodes From Nive

• Open Invoice Folder

• Uploads

Budgets • Looking At Specific Departments

• Looking For Wrongly Coded Invoices

Coding Invoices • Adding Correct Information

• Scanning To E-mail

• Appropriate Folder (Highlighted Printscreen)

• E-Mail To Be Keyed

Accounts • Balance Sheet

• Pre-Payment

FX (Foreign Exchange) • MSIS Change

• Updating EXCEL

PO's (Purchase Orders) • Copying E-mail Over To EXCEL

• Updating Data & Sending Back

Bank Statements

Creating Bank Transfer Forms

MSIS • General Printing

• Debtor Checking

• Debtor Editing

• Debtor Adding

ARI (Accounts Receivable Inquiry) • Open Invoice checking

• Paid Ivoice Checking

uk-sgozzard

Typewritten Text

D

Not confident

Working Agenda Done


• Coding


• MSIS Print



• Invoices


• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A





• TIP & TIP Taxes



• Uploads








• Pre-Payment


• Updating EXCEL

PO's (Purchase Orders) • Copying E-mail Over To EXCEL


Bank Statements

Creating Bank Transfer Forms


• Debtor Checking

• Debtor Editing

• Debtor Adding



Training Schedule : Sam Archer

Not confident

Working Agenda Done

Tasks Details


• Coding


• MSIS Print



• Creating Excel Invoices

• Sending Out Invoices (Finding @ Where Appropriate)

• Dealing With Any Problems Or Changes


• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A





• TIP & TIP Taxes



• Uploads


• Looking At Open Items







• Pre-Payment


• Updating EXCEL

• Manipulating Projected & Actual

PO's (Purchase Orders) • Sending Out The Purchase Order Forms

• Copying E-mail Over To EXCEL


Bank Statements • Booking The Bank Charge

• Matching

• Chasing Up Information

Creating Bank Transfer Forms • Edit Form & Save As PDF

• Print, Sign & Scan

• E-mail Maria & Lisa Using Template


20.JUN.2013 Page 4

Not confident

Working Agenda Done

Tasks Details

• Debtor Checking

• Debtor Editing

• Foreign Exchange

• G & A

• Printing (After 4)

• Head Cost Maintanence

• Accruals

• Searching For Market IDs

• Creating An Invoce

• Printing An Invoice

• Matching Payments

• Booking For Journal For Inter Company

• Inquirys

• Multiple Debtors At Once

• Printing Several Invoices

• Russian Invoices

• Voiding

• Recodes



Projections • Excel Manipulation

• Uploads

• Checking It Processed

Recodes • Manipulate Excel

• Generate Macro

• Msis Upload

• Update Excel

Query • Creating A Running Query From Scratch

• Refreshing Excel For Various Uses (Bank Matching)

• Msis Upload

20.JUN.2013 Page 5


Not confident

Working Agenda Done

Tasks Details


• Coding


• MSIS Print







• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A





• TIP & TIP Taxes



• Uploads









• Pre-Payment


• Updating EXCEL






• Matching






27.JUN.2013 Page 6

Not confident

Working Agenda Done

Tasks Details

• Debtor Checking

• Debtor Editing


• G & A



• Accruals






• Inquirys




• Voiding

• Recodes




• Uploads



• Generate Macro

• Msis Upload

• Update Excel



• Msis Upload

27.JUN.2013 Page 7


Not confident

Working Agenda Done

Tasks Details


• Coding


• MSIS Print







• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A





• TIP & TIP Taxes



• Uploads









• Pre-Payment


• Updating EXCEL






• Matching






04.JUL.2013 Page 8

Not confident

Working Agenda Done

Tasks Details

• Debtor Checking

• Debtor Editing


• G & A



• Accruals






• Inquirys




• Voiding

• Recodes




• Uploads



• Generate Macro

• Msis Upload

• Update Excel



• Msis Upload

04.JUL.2013 Page 9


Not confident

Working Agenda Done

Tasks Details


• Coding


• MSIS Print







• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A





• TIP & TIP Taxes



• Uploads









• Pre-Payment


• Updating EXCEL






• Matching






11.JUL.2013 Page 10

Not confident

Working Agenda Done

Tasks Details

• Debtor Checking

• Debtor Editing


• G & A



• Accruals






• Inquirys




• Voiding

• Recodes




• Uploads



• Generate Macro

• Msis Upload

• Update Excel



• Msis Upload

11.JUL.2013 Page 11


Not confident

Working Agenda Done

Tasks Details


• Coding


• MSIS Print







• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A





• TIP & TIP Taxes



• Uploads









• Pre-Payment


• Updating EXCEL






• Matching






18.JUL.2013 Page 12

Not confident

Working Agenda Done

Tasks Details

• Debtor Checking

• Debtor Editing


• G & A



• Accruals






• Inquirys




• Voiding

• Recodes




• Uploads



• Generate Macro

• Msis Upload

• Update Excel



• Msis Upload

Q2 End • Direct Reports

18.JUL.2013 Page 13


Not confident

Working Agenda Done

Tasks Details


• Coding


• MSIS Print







• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A





• TIP & TIP Taxes



• Uploads









• Pre-Payment


• Updating EXCEL






• Matching






25.JUL.2013 Page 14

Not confident

Working Agenda Done

Tasks Details

• Debtor Checking

• Debtor Editing


• G & A



• Accruals






• Inquirys




• Voiding

• Recodes




• Uploads



• Generate Macro

• Msis Upload

• Update Excel



• Msis Upload


Global Recharge Form • Creating A GRF

25.JUL.2013 Page 15


Not confident

Working Agenda Done

Tasks Details


• Coding


• MSIS Print







• MSIS Change

• MSIS Create

• EXCEL Change

Web G&A





• TIP & TIP Taxes



• Uploads









• Pre-Payment


• Updating EXCEL






• Matching






01.AUG.2013 Page 16

Not confident

Working Agenda Done

Tasks Details

• Debtor Checking

• Debtor Editing


• G & A



• Accruals






• Inquirys




• Voiding

• Recodes




• Uploads



• Generate Macro

• Msis Upload

• Update Excel



• Msis Upload


Global Recharge Form • Creating A GRF

01.AUG.2013 Page 17

Daily Weekly Monthly

E-Coin Budgets Printing G+A

Working Papers • Looking At Specific Departments Ecoin List

E-Mails • Looking At Open Items Uploads

Recodes • Looking For Wrongly Coded Invoices Printing TB/IS

• Manipulate Excel Folders Reports

• Generate Macro Sports Fund Stationary Orders

• Msis Upload • Wire Transfer Forms Filing

• Update Excel • Creating Excel Invoices Audit

Query • Sending Out Invoices (Finding @ Where Appropriate) Month End• Creating A Running Query From Scratch • Dealing With Any Problems Or Changes • G&A Tidy Up

• Refreshing Excel For Various Uses (Bank Matching) PO's (Purchase Orders) • Update Open Invoice Folder (e-coin List)

• Msis Upload • Sending Out The Purchase Order Forms • Accruals (GBP,EUR) → Reverse Previous EUR

Coding Invoices • Copying E-mail Over To EXCEL • TIP & TIP Taxes

• Adding Correct Information • Updating Data & Sending Back • Recodes From Nive

• Scanning To E-mail • Open Invoice Folder

• Appropriate Folder (Highlighted Printscreen) • Uploads

• E-Mail To Be Keyed • Market Loads

Verizon • Invoices (Saving & Editing)

• Coding

Accruals

Raising Invoices & Credit Notes • Msis Create

• Msis Print

• Msis Matching Payments

Head Count Maintanence• MSIS Adding Cost Centre

uk-sgozzard

Typewritten Text

D

G+A Useful Information MSIS (McDonald's Shared International Systems) / AS400 Guide Other Work Guidelines/Information

Printing G+A Folders GL Stationary Orders

Ecoin List Source Codes AP Filing

Monthly Prompt Actual, Budget, Projection AR Audit

Journals Debtors - I - E - R RecodesUploads Inter Company Printing • Manipulate Excel

Printing TB/IS DZ After 4 Printing • Generate Macro

WEB G+A J Drive Accruals • Msis Upload

PL Working Papers Market ID • Update Excel

Function Reports Debtor Editing Query Employee E-Coin Matching • Creating A Running Query From Scratch

Location Budgets Creating Invoices for Multiple Debtors • Refreshing Excel For Various Uses (Bank Matching)

Cost Centres • Looking At Specific Departments Printing Invoices • Msis Upload

Accounts • Looking At Open Items Russian Invoices Coding Invoices• Balance Sheet • Looking For Wrongly Coded Invoices Voiding • Adding Correct Information

• Pre-Payment Sports Fund Debtor Checking • Scanning To E-mail

Month End • Wire Transfer Forms Raising Invoices & Credit Notes • Appropriate Folder (Highlighted Printscreen)

• G&A Tidy Up • Creating Excel Invoices • Msis Create • E-Mail To Be Keyed

• Update Open Invoice Folder (e-coin List) • Sending Out Invoices (Finding @ Where Appropriate) • Msis Print PO's (Purchase Orders)• Accruals (GBP,EUR) → Reverse Previous EUR • Dealing With Any Problems Or Changes • Msis Matching Payments • Sending Out The Purchase Order Forms

• TIP & TIP Taxes Verizon Head Count Maintanence • Copying E-mail Over To EXCEL

• Recodes From Nive • Invoices (Saving & Editing) • MSIS Adding Cost Centre • Updating Data & Sending Back

• Open Invoice Folder • Coding • MSIS Change Creating Bank Transfer Forms • Uploads • MSIS Create • Edit Form & Save As PDF

• Market Loads • EXCEL Change • Print, Sign & Scan

Meeting Tacking ARI (Accounts Receivable Inquiry) • E-mail Maria & Lisa Using Template

• MEL - MD Track • Open Invoice checking


uk-sgozzard

Typewritten Text

E

2014 EMT Group Consolidated Report - in GBP

Employee Costs #REF! #REF! #REF! #REF! Employee Costs #REF! #REF! #REF! #REF!

TIP #REF! #REF! #REF! #REF! TIP #REF! #REF! #REF! #REF!

Travel / Car Costs #REF! #REF! #REF! #REF! Travel / Car Costs #REF! #REF! #REF! #REF!

Occupancy Costs #REF! #REF! #REF! #REF! Occupancy Costs #REF! #REF! #REF! #REF!

Meetings & Conventions #REF! #REF! #REF! #REF! Meetings & Conventions #REF! #REF! #REF! #REF!

Depreciation Costs #REF! #REF! #REF! #REF! Depreciation Costs #REF! #REF! #REF! #REF!

Other Professional Services #REF! #REF! #REF! #REF! Other Professional Services #REF! #REF! #REF! #REF!

Other Expenses #REF! #REF! #REF! #REF! Other Expenses #REF! #REF! #REF! #REF!

Total #REF! #REF! #REF! #REF! Total #REF! #REF! #REF! #REF!

Headcount #REF! #REF! #REF! Headcount #REF! #REF! #REF!

2014 Actual Variance Drivers:

YTD Variance :

FY Variance :

2014 Proj vs. Plan

(CC 2014 Budget Rates)

PLAN

FY 2014

Report Lines (£k GBP)

Actual @ Actual Rates

Plan @ Plan Rates

ACTUAL

YTD 03/2014

PLAN

YTD 03/2014

PROJECTION

FY 2014

2014 Actual vs. Plan

(CC 2014 Budget Rates)

Report Lines (£k GBP)

Actual @ Actual Rates

Plan @ Planrates

16:26 23/06/2014 EMT Consolidated Group Reports in GBP Q2 2014 _ Summary Page 2

2014 EMT Group Consolidated Report (GBP)

EMT Group

YTD YTD

Actual

As Reported

Plan @ 2014

Plan Rates

Var :

Actual vs Plan@ Constant

Cur*

Var :

Actual vs Plan@ Reporting

Cur**

Actual/Proj

As Reported

Plan @ 2014

Plan Rates

Var :

Act/Proj vs Plan@ Constant

Cur*

Var :

Act/Proj vs Plan@ Reporting

Cur**

Var :

Act/Proj

vs Plan

(%)

Payroll #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Pension #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Payroll Taxes #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Moving Expenses #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Management Development #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Group Insurance #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Expatriate Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Other Payroll Related #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Employee Housing Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Employee Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

- - TIP #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

- - Travel Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Car M&R ( incl Insurance ) #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Car Leasing & Cash for Cars #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Travel Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

- - Telephone #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Postage #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Office Expenses #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Stationery #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Office Rental #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Equipment Rental #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

M&R Office Equipment #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Utilities #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Rates #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

General Insurance #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Occupancy Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

- - Equipment Depreciation #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Building Depreciation #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Depreciation Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

- - MEL IT Services #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Audit / Tax Fees #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Legal Fees #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Misc Professional Services #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Other Professional Services #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

- - Meeting & Conventions #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

- - Subscriptions #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Research & Development #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Bank Charges #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Other Expenses #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!


- - Recharges to Markets #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Total Other Expenses #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

OB Olympics - 2012 London #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Total EMT Group #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

EMT Group

YTD Mar 2014

Report Lines

Full Year 2014


** Reporting Currency : Actual costs are translated at the Monthly Average Rates and Plan costs are translated at Plan Rates* Constant Currency : Actual, Projection & Plan translated at the 2014 plan foreign exchange (FX) rate, therefore the variance excludes the effects of foreign currency translation

For more detailed comments, please refer to the Department Summary from Page 3 onwards

16:26 23/06/2014 EMT Consolidated Group Reports in GBP Q2 2014 _ EMT Group Consolidated Page 3

2014 EMT Group Summary Report (GBP)

EMT Group

YTD YTD

Actual

As Reported

Plan @ 2014

Plan Rates

Var :


Cur*

Var :


Cur**

Actual/Proj

As Reported

Plan @ 2014

Plan Rates

Var :


Cur*

Var :


Cur**

Var :

Act/Proj

vs Plan

(%)

EMT Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Executive Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Total EMT Group #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

EMT Group

Report Lines

YTD Mar 2014 Full Year 2014

16:26 23/06/2014 EMT Consolidated Group Reports in GBP Q2 2014 _ EMT Group Summary Page 4

2014 EMT Costs Report (GBP)

EMT Costs

YTD YTD

Actual

As Reported

Plan @ 2014

Plan Rates

Var :


Cur*

Var :


Cur**

Actual/Proj

As Reported

Plan @ 2014

Plan Rates

Var :


Cur*

Var :


Cur**

Var :

Act/Proj

vs Plan

(%)











TIP #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!





Telephone #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!











Equipment Depreciation #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!



MEL IT Services #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!





Meeting & Conventions #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Subscriptions #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!





Recharges to Markets #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!



Total EMT Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

* Constant Currency : Actual, Projection & Plan translated at the 2014 plan foreign exchange (FX) rate, therefore the variance excludes the effects of foreign currency translation** Reporting Currency : Actual costs are translated at the Monthly Average Rates and Plan costs are translated at Plan Rates

EMT Costs

Report Lines



16:26 23/06/2014 EMT Consolidated Group Reports in GBP Q2 2014 _ EMT Costs Page 5

2014 Executive Costs Report (GBP)

Executive Costs

YTD YTD

Actual

As Reported

Plan @ 2014

Plan Rates

Var :


Cur*

Var :


Cur**

Actual/Proj

As Reported

Plan @ 2014

Plan Rates

Var :


Cur*

Var :


Cur**

Var :

Act/Proj

vs Plan

(%)











TIP #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!





Telephone #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!











Equipment Depreciation #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!



MEL IT Services #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!





Meeting & Conventions #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Subscriptions #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!





Recharges to Markets #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!



Total Executive Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF!

Executive Costs

Report Lines



* Constant Currency : Actual, Projection & Plan translated at the 2014 plan foreign exchange (FX) rate, therefore the variance excludes the effects of foreign currency translation** Reporting Currency : Actual costs are translated at the Monthly Average Rates and Plan costs are translated at Plan Rates

16:26 23/06/2014 EMT Consolidated Group Reports in GBP Q2 2014 _ Executive Costs Page 6

1

Archer Samuel

From: Archer SamuelSent: 05 June 2014 09:13To: Pillay NiveSubject: Accepted: MEC and MD g&a + BS review

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Archer Samuel

From: Archer SamuelSent: 06 March 2014 09:45To: Smith AlisonCc: Pillay NiveSubject: MEC & MD Reconciliation

Hi Alison, Can you please send me a full list of invoices relating to the MEC & MD Meeting, so I can reconcile the meetings?. Thanks, Sam.

Dept Period Voucher OI Open Item Transaction Details Description Vendor Invoice LC

Invoice Amount

In Local

Currency

Amount in

GBP

9499 9499004 Fourimpact 85449 883 GBP 90,867.96 90,867.96

Total 90,867.96

9499 Feb-14 00003943853 9499_9499003 9499004 TAYLOR MADE MEDIA 50% of Beef film 103563 01/14/437 GBP 2,982.50 2,982.50

9499 Feb-14 W0007323827 9499_9499 9499004 TAYLOR MADE MEDIA 50% of Beef film 103563 02/14/446 GBP 2,982.50 2,982.50

Total 5,965.00

9499 Feb-14 00003943853 9499_9499003 9499004 APIA SOLUTIONS Last Year Event 104591 FC-1304USS-0024 EUR 2,970.00 2,457.38

9499 Feb-14 00003943853 9499_9499003 9499004 APIA SOLUTIONS Exchange rate difference 104591 FC-1304USS-0024 FX (81.03)

Total 2,376.35

9499 Sep-13 W0007101786 9499003 9499004 OKURA Hotel 107632 5146470 EUR 16,880.18 14,231.13

9499 Sep-13 W0007101786 9499003 9499004 OKURA Exchange rate difference 107632 5146470 FX 421.64

9499 Dec-13 W0007101787 9499003 9499004 OKURA Hotel 107632 51464702 EUR 84,400.88 71,155.61

9499 Dec-13 W0007101787 9499003 9499004 OKURA Exchange rate difference 107632 51464702 FX 1,080.68

9499 Feb-14 00003943853 9499_9499003 9499004 OKURA Hotel 107632 51464703 EUR 67,520.70 56,114.69

9499 Feb-14 00003943853 9499_9499003 9499004 OKURA Exchange rate difference 107632 51464703 FX 764.68

9499 9499004 OKURA Market Place Equipment 107632 TBC EUR - -

9499 9499004 OKURA Hotel Disco 107632 TBC EUR - -

9499 9499004 OKURA Hotel Refund 107632 Credit EUR (40,776.78) (33,251.88)

Total 110,516.55

9499 Feb-14 00003943853 9499_9499003 9499004 ITB HOLLAND Macca Tracca 108218 PO20140134 EUR 16,603.58 13,785.07

9499 Feb-14 W0007330546 9499_9499 9499004 ITB HOLLAND Exchange rate difference 108218 PO20140134 FX 317.24

9499 ITB HOLLAND Macca Tracca 108218 S140196 EUR 1,448.37 1,197.61

9499 ITB HOLLAND Transfers 108218 S140134 EUR 4,290.56 3,527.31

9499 ITB HOLLAND Transfers 108218 S140194 EUR 946.18 782.37

ITB HOLLAND FX 14.41



Total 19,831.80

9499 FD Photography Invoice EUR 961.95 798.03

9499 Coffee Invoice EUR 2,500.00 2,423.42

9499 Food - Aprons Invoice EUR 1,077.96

9499 Beef : Market Place Estimate EUR 2,000.00 1,630.92

9499 Logistics : Market Place Estimate EUR 603.00 491.72

9499 Voice of McDonalds Contestants Estimate EUR 5,000.00 4,077.31

9499 09501587-164 Groceries Invoice EUR 617.17 513.28

9499 Mar-13 00003945074 9499_9499 9499004 L.SPEAK - EUROPEAN AGM STOCK Invoice GBP 30.10

9499 L.SPEAK - EUROPEAN AGM STOCK 231.63

Total 11,274.37

Total 240,832.03

Budget 189,487.65

Variance - Overspend 51,344.38

Vendor Details £

Four Impact Event Management 90,867.96

Videos Taylor Made Media 5,965.00

Okura Hotel Venue Costs 110,516.55

ITB Macca Tracca 19,831.80

Market Place Various 11,274.37

2013 MEC Costs APIA Solutions 2,376.35

Total spend 240,832.03

Total Budget 189,487.65

Overspend 51,344.38

2014 MEL Meeting - Reconcilliation

Summary of 2014 MEC Meeting Spend

23/06/2014 2014 MEC Meeting Reconciliation Page 1

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Europe CenterG&A Review 2013London – Sept. 19, 2013

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Agenda

2

• Europe Overview– G&A YTD 08/2013– G&A FY 2013

• Key Report Analysis– Europe Total Actual vs. Plan– Major Functions Actual vs. Plan– Headcount & Payroll– Travel – Meeting & Convention– Other Prof. Services & IT Services– Market Recharges (IT & ERDDS)– Location Analysis– NP6 Budget

Europe Centre – YTD 08/2013 Total

3

Currency – k GBP

Actual AR Plan AR Var. AR Var. CC Var. %

Total Europe

Normalized

YTD Total Europe worse than Plan by

• FX impact: due to GBP weakening₋ EUR: ₋ USD: ₋ CHF:

YTD Normalised worse than Plan by

• FX impact: due to GBP weakening

Europe Centre – FY 08/2013 Total

4

Currency – k GBP

Actual AR Plan AR Var. AR Var. CC Var. %

Total Europe

Normalized

FY Total Europe better than Plan by

• FX impact: due to GBP weakening₋ EUR: ₋ USD: ₋ CHF:

FY Normalised worse than Plan by , almost entirely due to GBP weakening:

• FX impact:

Europe Centre – YTD 08/2013 By reporting line

5

Currency – k GBP

Reporting Lines

ACTUAL PLAN Variance 2013 Actual vs. Plan(CC Variance)

AR AR AR

Employee Costs

TIP

Travel Costs

Occupancy Costs

Meeting & Conventions

Depreciation Costs

Other Professional Services

Outside Other Professional Services

Other Expenses

Total Expenses

Buffer, Olympics, SBC, CPUP, PA & COE, Luxe holdings

Total Europe

Normalised Costs

Normalised Total Europe

TUTOR VISIT

2013/2014

621814 ARCHER SAMUEL BSC ECONOMICS

MCDONALDS EUROPE | Financial Assistant

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Table of Contents

Tutor Visit Form: Student’s Report …………….……………………………………………………………………… Page 1

Students Role …………………………………………………………………………….. Page 1

Skills Developed …………………………………………………………………………….. Page 1

Training …………………………………………………………………………….. Page 2

Application of Theory …………………………………………………………………………….. Page 2

Portfolio …………………………………………………………………………….. Page 2

Final Year …………………………………………………………………………….. Page 3

Additional Information …………………………………………………………………………….. Page 3

Agreed Actions …………………………………………………………………………….. Page 3

Tutor Visit Information …………………………………………………………………………….. Page 3

Tutor Visit Form: Employer’s Report ….…….……………………………………………………………………… Page 4

Self-Management and Development …………………………………………………………………………….. Page 4

Managing Tasks …………………………………………………………………………….. Page 4

Communication/Clearly and Effectively …………………………………………………………………………….. Page 4

Working with and Relating to Others …………………………………………………………………………….. Page 4

Business and Customer needs/Client focus and commercial awareness ……………………………………………

…………………………………………………………………………….. Page 4

Applying Knowledge …………………………………………………………………………….. Page 4

Applying Initiative in Work Problems …………………………………………………………………………….. Page 4

Qualities/Interpersonal skills …………………………………………………………………………….. Page 4

Employability Skills …………………………………………………………………………….. Page 5

Commercial Awareness …………………………………………………………………………….. Page 5

Reflective Practice …………………………………………………………………………….. Page 5

Agenda ….…….………………………………………………………………………… Page 6

Tutor Visit Form: Student’s Report

Samuel Archer – 621814 1 | P a g e

Student’s name: Samuel Archer. Company: McDonalds Europe. Course: BSc Economics. Student’s Role My Role is to assist the G+A (General Admin) accounting team, my main tasks include assisting with Ernest & Young Audit preparation, assisting with planning process (Prelim plan and plan). Other tasks include reviewing the fixed assets register, reconciliation with markets and McDonald’s corporation, assisting with tracking invoices and chasing suppliers for invoices and assisting with projection. Overall my objective is to keep the general admin costs clean, through open item tidy up and G+A accounting, this includes tidying and re-aligning costs across almost 300 cost centres ensuring department budgets are adhered to. I am on support throughout month close, where I receive requests from all team members, updating accruals and recodes are examples, these fast adjustments developed my quick decision making. I have gone beyond my job description and helped on further tasks such as bank matching. I have enjoyed my role tremendously in the company but I am still unsure if it is the career I want to carve out as a result for the remainder of my time on placement, I am going to expand my knowledge further on accounting and financial roles. I will be learning the tasks of a financial assistant that include complete control and responsibility of the inter-company charges submission for the European Entity which made up of around 20 different markets (countries). Liaising with US entity to ensure numbers are accurately reported with little or no ageing on account. Monthly closing of accounts process, 3 days of each month. Loading G & A data from all European markets onto our systems across 10 currencies (some and not limited to), ensuring 100% accuracy at all times. Leading me to learn how to check the G&A income statement, Profit and Loss and balance sheet for accuracy on a monthly basis. This will show me what lies in the future if I continue to take up a career in finance. This will be very beneficial as it will help me decide if this is the correct path I should undertake. Skills Developed Over the last nine months of my placement, I have improved on many aspects of my skill set, my time management has improved dramatically which will help me not only in my last year of studies but in my future career. I have enhanced my ability to apply my initiative in work problems, for example I have amended a query to help me tidy up the general admin costs, applying my initiative has seen my work benefit greatly. My use of Microsoft office has vastly improved, in particular Excel, using it every day has really improved my understanding and I look forward to using it in my coursework in my final year of studies. Continuing to look back at my time, one of my main attributes would be my communication between employees and the ability to make strong working relationships, my forte is that of adaptability, the speed of how I pick up new software and methods has always been a major strength. Looking forward to my last few months



as an employee there are areas of my performance that can be improved on, although my time management has improved I also believe my organisational skills could improve, I sometimes feel overwhelmed with my work load. Another key aspect I am working on is keeping my focus, this will make me a more efficient employee, upon reflection I am hoping to bring this improvement over to my last year of studies. Training I have received multiple training types all very beneficial, I was trained by the previous placement student for a transitional hand over month, something that I plan on doing myself for the next placement. This showed me all aspects of the job and also provided me with lots of notes to make a sufficient start on my portfolio. I am looking forward to tutoring the new placement as it will be a great experience to show what I have learnt and to evaluate myself on how effective I am at providing training, this year is important for me to self-develop and evaluate myself in certain situations. I also had training on Excel which I found very useful, and is something I have touched upon before. Using Excel efficiently and to your advantage is very beneficial to an accountant and I am glad I picked up the necessary skills to succeed. I also received a financial overview training, which was key for my understanding of the company, I would argue that the training earlier in the year would have been more beneficial, however learning about the company and how they operate as a franchise was extremely interesting, and it is something I may look into further during my last year of studies if any of my topics relate. Application of Theory Economics has given me a sound financial background, the mathematics and econometrics have helped throughout the year but I have found it very difficult to relate pure economic theories into my job, especially in day to day tasks. This has been one of the hardest parts of my placement, finding tasks that are relevant from the theory I have learnt from my degree. My previous knowledge on numbers has helped, I have always been a strong academic on mathematics. First year in my degree I undertook an accounting course which has helped me somewhat, however the role is very different from the theory I have learned, and from an economic perspective I do struggle to relate it to my studies. Portfolio My portfolio is going well, collecting the evidence has been a relatively simple task, during my first ten weeks I kept a checklist of all new tasks I completed. I also have a guideline that I created that I used to help me with almost all of my day to day tasks until I was confident in my own ability, without the need of notes. I am up to date with all my tasks and look forward to polishing my work and collating all parts of the portfolio into one flowing project.



Final Year I am looking forward to applying the new knowledge I have acquired into my final year. I would like to do a project on either franchising if the opportunity arose, or risk management now I have more experience on the topic. I understand that instead of a dissertation I have a group work project, so I cannot plan too much, though I am sure what I have learnt this year I can apply to any topic, not necessarily the content but how I approach the task, being more efficient and ultimately performing better at the task in hand. One of my desired options is financial statement analysis however, and I'm optimistic that I will be able to perform very well, this choice has changed since I started my placement as I feel this would be the best decision for my career and my total grade (Financial Economics was my choice before). I know statistically people perform better after returning from a work placement, so I am determined that I will add to this trend.

Additional Information There have been no issues that have arisen from my placement that the business school should know about, the year to date has been a real success I have thoroughly enjoyed my time working for McDonalds Europe and would recommend this year to anyone. McDonald’s treat you professionally and with respect, they give you enough responsibility to feel valued while handing you the freedom to grow. They have given me unique experiences including a few days in Amsterdam for the European centre meeting which was a great opportunity to network and to learn about the last year from a financial point of view. I also learned about other departments roles and how they help the company. During my time in Amsterdam I was given the role of team leader, this gave me the experience to delegate responsibilities within my team to perform certain tasks, this opportunity showed me that this is another aspect I can improve on as my team finished 17th out of 21. I highly doubt the improvements I have made would have been achieved without this company nor would I understand my weaknesses, for the future I now need to focus on further improvements. I am hoping that this year will vastly improve me not only as a professional but as an academic and look forward to using my new skills in my final year at university. Agreed Actions: To solidify my thoughts I have agreed with my tutor Sabrina Bunyan to meet on the 18th of March at 2:30 pm to discuss my year so far, what to expect next and to go through my portfolio, a full agenda will be attached. Placement Tutor Name: Sabrina Bunyan <[email protected]> Date: 10th March Date of Visit: 18th March

Tutor Visit Form: Employer’s Report


Student Name: Samuel Archer Supervisor/Manager Signature: N.Pillay Print Name: Nive Pillay Job Title: Senior Management Accountant – Europe Finance Date: 10 March 2014 Self Management and Development: Sam has developed sound skills in terms of managing his time and adapting to changing situations. He is always very eager to learn new tasks no matter how complex they are. He is always looking for ways to improve tasks and systems. Managing Tasks: Throughout his placement, he has developed an internal schedule with regard to the tasks he needs to complete. He has also learnt how to prioritise efficiently. Communication/Clearly and Effectively: Sam had an established set of skills that he has improved upon through his placement, he can communicate to individuals from different levels in the organisation and also from different culture and backgrounds. He has trained new joiners in the Organisation on understanding Budget and Actual Reports, while engaging their interests. Working with and Relating to Others: Sam does demonstrate good working relationships with the Finance team, other McDonald’s Markets, Suppliers and Departments. He is an excellent team player and often stays late to complete the task in hand, while continuously asking for feedback. Business and Customer needs/Client focus and commercial awareness: Sam has a sound knowledge on the Business and Customer needs and has a good approach to solving problems. He has improved his background knowledge on how the company works, through franchising. Applying Knowledge: Good Analytical Skills that was a bonus when involved in management reporting. Excellent mathematical background that helps with day to day tasks. Applying Initiative in Work Problems: Sam is self-motivated and takes great pride in his work, he picks up on his own mistakes and finds ways to correct them. He also demonstrated ability to be proactive. Qualities/Interpersonal skills: Sam is very diligent in his work, he is adaptable and a very fast learner.


Please indicate your response to the student’s performance in the following areas using the following scale. 1 = generally weak 2 = below average 3 = average 4 = above average 5 = outstanding

1 2 3 4 5



Above Average


Above Average


Outstanding


Outstanding


Business and Customer needs Understanding how an organisation works, aware of products and services, awareness of the need for efficiency, customer care and a knowledge of the market place in which the company operates current economic climate and major

competitors, for example

Above Average


Above Average


Above Average

Reflective Practice

Self Assessment and Appraisals • ability to identify what has gone well/badly • critical evaluation of various situations • articulation of areas for improvement • summary of learning outcomes from specific situations

Above Average

McDonald’s Europe

EUROPEAN FINANCE MARCH 18th 2014 – TUTOR PLACEMENT VISIT.

o Edward Valentine – Financial Assistant. o Simona Caia – Financial Accountant. o Nicoleta Ciocirlan – Manager G+A Reporting. o Nive Pillay – Senior Financial Accountant (Reporting Manager).

18th March

TIME TOPIC

14:15 o Tour of the office and refreshments.

14:25

o Conversation with Samuel Archer (Placement Student) o Year to Date. o Discuss Objectives. o Future Improvements.

14:45 o Meet and Greet Edward Valentine & Simona Caia.

14:55

o Conversation with Nicoleta Ciocirlan. o Time with the company. o Projects. o Plan/Budget Work.

15:10

o Conversation with Nive Pillay. o Year to Date. o Development. o Future Improvements. o Work Load & Work Ethic.

15:25

o Conversation with Samuel Archer (Placement Student) o Recap. o Further Plans. o Final Year. o Options.

EUROPEAN FINANCE

THE TEAM

AGENDA

McDonald’s Europe

EUROPEAN FINANCE MARCH 18th 2014 – TUTOR PLACEMENT VISIT – MEETING NOTES.

o Edward Valentine – Financial Assistant.

o Simona Caia – Financial Accountant.

o Nicoleta Ciocirlan – Manager G+A Reporting. o Nive Pillay – Senior Financial Accountant (Reporting Manager).

18th March

TIME TOPIC

14:15 o Tour of the office and refreshments. – Swift Tour of the office

introducing the different departments.

14:25

o Conversation with Samuel Archer (Placement Student)

o Year to Date. – We discussed how the year has gone so far, what I have achieved in this time.

o Discuss Objectives. – We discussed what my initial objectives where and whether I have met them,

which we agreed I have. o Future Improvements. – We discussed any realistic

targets I can make, we concluded that I will try

and improve my communication within my team.

14:45 o Meet and Greet Edward Valentine & Simona Caia. – Enjoyed a

short conversation with my team.

14:55

o Conversation with Nicoleta Ciocirlan.

o Time with the company. o Projects.

o Plan/Budget Work.

15:10

o Conversation with Nive Pillay.

o Year to Date. o Development.

o Future Improvements.

o Work Load & Work Ethic.

15:25

o Conversation with Samuel Archer (Placement Student)

o Recap. – Discussed what was said to my manager, we were pleased with the positive

attitude I have shown towards my work, and it

showed to my managers who were happy with my progress.

o Further Plans. – Discussed what my plans were for the future, expressed my interest in the

banking sector.

o Final Year. – I asked when I would receive information regarding my final year.

o Options. – Showed my options, and agreed that they would be a good fit, considering the

experience I have received this year.

EUROPEAN FINANCE

THE TEAM

AGENDA

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Report Currency EUR

Report Month Apr-14

European Sport Fund Executive Report

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Actual Plan

Variance

Actual vs Plan

22 On-site/Event management - 70 (70)

Rights Admin / Management1 Misc production (+10% accom EURO deposit) 10 50 (40) 2 LeoSports Agency Fees 274 620 (346) 3 George Taylor's Fees - 130 (130) 4 Head of Europe Sports Contribution 23 70 (47) 5 Travel 16 70 (54) 6 Research (TNS, OMD/Annalec+, Fast Track) 129 600 (471)

452 1,540 (1,088)

Activation8 European Activation Project 17 3,000 (2,983) 9 Signed Players & Rights - 1,000 (1,000)

10 Broadcast idents/new & tapes 0 - 0 11 Comms: Filming / Photography (Getty Images) / PEVD - 75 (75) 13 Player Escort Package Subsidisation - 500 (500) 15 Packaging (HAVI) 27 110 (83) 18 Stadium Day/McDonald's Cup 133 300 (167)

177 4,985 (4,808)

Forex gain/loss - -

Total ESF Cost 2014 629 6,595 (5,966)

Eurotop Agreement 4,000

Total 2014 Expense 4,629

McDonald's Europe

European Sports Fund

PROJECT COST STATEMENT

Currency - EUR thousand

2014

23/06/2014 17:31 Sports Fund Executive Report 2014 2014 ESF Cost Summary 2 of 3

Category Supplier name Invoice # Invoice date

Invoice

period

Invoice

Currency Amount EUR 4 Head of Europe Sports Contribution McDonald's Switzerland I/C charge 2014-12-31 201412 EUR 23,333.33 23,333.33 1 Misc production (+10% accom EURO deposit) Gartshore 2841 2014-01-31 201401 GBP 69.00 83.39 6 Research (TNS, OMD/Annalec+, Fast Track) Leo Burnett 260423003 2014-01-31 201401 GBP 257.00 310.61

18 Stadium Day/McDonald's Cup Leo Burnett 260423194 2014-02-21 201402 GBP 34,272.00 41,558.23 1 Misc production (+10% accom EURO deposit) ESA 13AWR01 2014-02-21 201402 GBP 175.20 212.45

5 Travel Leo Burnett 260423159 2014-02-19 201402 GBP 579.86 703.14



5 Travel Leo Burnett 260423163 2014-02-19 201402 GBP 982.85 1,191.80

15 Packaging (HAVI) Havi Gloval Solutions 11400164 2014-03-05 201403 EUR 27,000.00 27,000.00



6 Research (TNS, OMD/Annalec+, Fast Track) 2CV 979483 2013-12-10 201401 GBP 36,170.00 43,715.06

1 Misc production (+10% accom EURO deposit) Leo Burnett 260422398 2013-11-05 201401 EUR 5,000.00 5,000.00

23/06/2014 17:31 Sports Fund Executive Report 2014 2014 ESF Cost Tracking 3 of 3

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Archer Samuel

From: Archer SamuelSent: 19 March 2014 12:09To: [email protected]: Sport Fund Executive Report.Attachments: Sports Fund Executive Report 2014.xls

Hi Holly, Attached is the latest sport fund executive report, can you please on tab “2014 ESF Cost Tracking” go through column C and check that the codes are correct. Regarding the OMD payment, the payment was correct but I assigned the wrong backup to the correct form. That’s why I was confused so my apologies with that, the outstanding invoices have been signed by Thomas and have been sent to be processed. Have a good week. Kind Regards, Samuel Archer. McDonalds Europe Finance Group : office + 44 207 800 4749 | : [email protected]

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Archer Samuel

From: Holly Crook <[email protected]>Sent: 14 May 2014 12:21To: Archer SamuelCc: Caia SimonaSubject: RE: Comments from last finance meeting

Hi Sam‐ So that was quick (!) – they’ve said to invoice all 3 guests to McDonald’s UK. If you could copy on [email protected] . We did invoice them in November I believe – they asked for it to be in 2013. Thanks, Holly Crook Account Executive LeoSports / Arc Sponsorship Main • +44 (0) 207 071 1932 Mobile • +44 (0) 7415 535379

From: Archer Samuel [mailto:[email protected]] Sent: 14 May 2014 12:16 To: Holly Crook Cc: Caia Simona Subject: RE: Comments from last finance meeting Hi Holly, If we don’t have a contact by the end of tomorrow, then it will have to wait another month, the deadline for intercompany invoices is this Friday, I will send Italy theirs now,

2

Thanks, Sam.

From: Holly Crook [mailto:[email protected]] Sent: 14 May 2014 12:06 To: Archer Samuel Subject: RE: Comments from last finance meeting Hi Sam, I’m just having discussions with the UK on their payments…! If we can invoice Italy and hold off on UK for now! Thanks, Holly Crook Account Executive LeoSports / Arc Sponsorship Main • +44 (0) 207 071 1932 Mobile • +44 (0) 7415 535379

From: Archer Samuel [mailto:[email protected]] Sent: 14 May 2014 11:49 To: Holly Crook Subject: RE: Comments from last finance meeting Hi Holly, For the invoicing to the UK and ITALY, You asked me to copy the original contacts on, though we didn’t invoice the UK last time do you have a contact for me. Thanks, Sam.

3

From: Holly Crook [mailto:[email protected]] Sent: 14 May 2014 09:15 To: Caia Simona; Archer Samuel Cc: Daniel Sproul Subject: Comments from last finance meeting Hi Simona, Sam, Following our last meeting – apologies I meant to send you the updates following discussions with Liam!

The Futsal idents which we currently have unbudgeted on #10, need to move to Misc #1.

The EURO Cup payments do need to be offset against #18.

Please send an invoice to McDonald’s Cyprus as per discussion for £585. I will get LB to invoice you also.

Think that’s it! I believe Dan has sorted the adidas invoicing. Thanks! Holly Crook Account Executive LeoSports / Arc Sponsorship

Main • +44 (0) 207 071 1932 Mobile • +44 (0) 7415 535379 Web • arcww.co.uk Twitter: • @Arc_London Warwick Building, Kensington Village, Avonmore Road, London W14 8HQ

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McDonald's Europe Limited registered in England no.01739890. Registered office: 178-180 Edgware Road, London, W2 2DS. Tel: 0207 800 4800. This e-mail is confidential and may be read only by the intended recipient. If you are not the intended recipient, please do not forward, copy or take any action based on it and, in addition, please delete this e-mail and inform the sender. We cannot be sure that this e-mail or its attachments are free from viruses. In keeping with good computing practice, please ensure that you take adequate steps to check for any viruses. Before replying or sending any e-mail to us, please consider that the Internet is inherently insecure and is an inappropriate medium for certain kinds of information. These systems are provided to McDonald's Europe Limited by McDonald's Restaurants Limited (registered in England no. 1002769. Registered office: 11 - 59 High Road, East Finchley, London N2 8AW. Tel: 0870 241 3300) and as such, both we and McDonald's Restaurant's Limited reserve the right to access and read all e-mails and attachments entering or leaving our systems. Any opinions, conclusions and other information in this e-mail that does not relate to the official business of McDonald's Europe Limited is neither given nor endorsed by us."

McDonald's Restaurants Limited registered in England no.1002769. Registered office: 11 - 59 High Road, East Finchley, London N2 8AW. Tel: 0870 241 3300. This e-mail is confidential and may be read only by the intended recipient. If you are not the intended recipient, please do not forward, copy or take any action based on it and, in addition, please delete this e-mail and inform the sender. We cannot be sure that this e-mail or its attachments are free from viruses. In keeping with good computing practice, please ensure that you take adequate steps to check for any viruses. Before replying or sending any e-mail to us, please consider that the Internet is inherently insecure and is an inappropriate medium for certain kinds of information. We reserve the right to access and read all e-mails and attachments entering or leaving our systems. Any opinions, conclusions and other information in this e-mail that does not relate to the official business of McDonald's Restaurants Limited is neither given nor endorsed by us. ------------------------------------------------------------------------ Disclaimer The information in this email and any attachments may contain proprietary and confidential information that is intended for the addressee(s) only. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, retention or use of the contents of this information is

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prohibited. When addressed to our clients or vendors, any information contained in this e-mail or any attachments is subject to the terms and conditions in any governing contract. If you have received this e-mail in error, please immediately contact the sender and delete the e-mail.



McDonald's Restaurants Limited registered in England no.1002769. Registered office: 11 - 59 High Road, East Finchley, London N2 8AW. Tel: 0870 241 3300. This e-mail is confidential and may be read only by the intended recipient. If you are not the intended recipient, please do not forward, copy or take any action based on it and, in addition, please delete this e-mail and inform the sender. We cannot be sure that this e-mail or its attachments are free from viruses. In keeping with good computing practice, please ensure that you take adequate steps to check for any viruses. Before replying or sending any e-mail to us, please consider that the Internet is inherently insecure and is an inappropriate medium for certain kinds of information. We reserve the right to access and read all e-mails and attachments entering or leaving our systems. Any opinions, conclusions and other information in this e-mail that does not relate to the official business of McDonald's Restaurants Limited is neither given nor endorsed by us. ------------------------------------------------------------------------ Disclaimer The information in this email and any attachments may contain proprietary and confidential information that is intended for the addressee(s) only. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, retention or use of the contents of this information is prohibited. When addressed to our clients or vendors, any information contained in this e-mail or any attachments is subject to the terms and conditions in any governing contract. If you have received this e-mail in error, please immediately contact the sender and delete the e-mail.


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Archer Samuel

From: Archer SamuelSent: 04 April 2014 14:02To: 'Holly Crook'Cc: [email protected]; Caia Simona; Valentine EdwardSubject: RE: Sport Fund Executive Report.Attachments: Sports Fund Executive Report 2014.xls

Hey Holly, I have updated the executive sport fund again, Invoices highlighted in green are with Thomas awaiting his signature, The invoices highlighted in yellow, can you confirm whether these have been paid? @ Dan: The Ipsos invoice is with Thomas, they can expect the payment by the end of next week. Thanks, Kind Regards, Samuel Archer. McDonalds Europe Finance Group : office + 44 207 800 4749 | : [email protected] From: Holly Crook [mailto:[email protected]] Sent: 19 March 2014 12:28 To: Archer Samuel Subject: Re: Sport Fund Executive Report. Hey Sam, Thanks for this.

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According to our files, there are just 7 invoices not on this that have been sent to you. They are as follows:

Can you confirm these are being processed? We have been sent 3 this week but are holding off until next week to send them through to you. I have also amended the codes - I don't know what Eurotop agreement refers too!

Thanks!

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Holly Crook Account Executive LeoSports / Arc Sponsorship

Main • +44 (0) 207 071 1932 Mobile • +44 (0) 7415 535379 Web • arcww.co.uk Twitter: • @Arc_London Warwick Building, Kensington Village, Avonmore Road, London W14 8HQ

Please think before printing this email

From: Archer Samuel <[email protected]> To: "[email protected]" <[email protected]>, Date: 19/03/2014 12:10 Subject: Sport Fund Executive Report.

Hi Holly, Attached is the latest sport fund executive report, can you please on tab “2014 ESF Cost Tracking” go through column C and check that the codes are correct. Regarding the OMD payment, the payment was correct but I assigned the wrong backup to the correct form. That’s why I was confused so my apologies with that, the outstanding invoices have been signed by Thomas and have been sent to be processed.

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Have a good week. Kind Regards, Samuel Archer. McDonalds Europe Finance Group : office + 44 207 800 4749| : [email protected]


McDonald's Restaurants Limited registered in England no.1002769. Registered office: 11 - 59 High Road, East Finchley, London N2 8AW. Tel: 0870 241 3300. This e-mail is confidential and may be read only by the intended recipient. If you are not the intended recipient, please do not forward, copy or take any action based on it and, in addition, please delete this e-mail and inform the sender. We cannot be sure that this e-mail or its attachments are free from viruses. In keeping with good computing practice, please ensure that you take adequate steps to check for any viruses. Before replying or sending any e-mail to us, please consider that the Internet is inherently insecure and is an inappropriate medium for certain kinds of information. We reserve the right to access and read all e-mails and attachments entering or leaving our systems. Any opinions, conclusions and other information in this e-mail that does not relate to the official business of McDonald's Restaurants Limited is neither given nor endorsed by us.[attachment "Sports Fund Executive Report 2014.xls" deleted by Holly Crook/LEOBURNETT/UK/EMEA/PUBGROUPE]

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Job Description – Finance Placement

This role is an excellent opportunity to work for the world’s largest family restaurant business, based in our European UK head office. This is an exciting time to join the business, which has just achieved its 29th consecutive quarter of sales growth. In Europe there are many new strategies being implemented to ensure that the business continues to be the market leader. The growth of business and its dynamic nature has led to this opportunity arising for the right candidate. Job Purpose: To provide support and guidance to McDonald’s restaurants, departments and suppliers on all fixed asset financial matter to ensure the accuracy and completeness of financial statements. You will work as an active member of the European Finance Team; 7 Team members based in London, Vienna and Geneva.

Tasks for Additional Support for the Finance Group

1. Assist with financial Audit Preparation (External Auditors)

Collating Data for the Client Assisting Schedule

Journal Entries Selection

Invoice copies

Balance Confirmation

Proof of Payment

2. Assist with 2015 Planning Process (Prelim Plan & Plan)

Building Workbooks for Prelim Plan and Plan

Gathering data for Matrices (Travel)

Cost analysis by Reporting Line

Loading Data

3. Reviewing the Fixed Assets Register


4. Reviewing IT Invoices to be capitalised

2014 & 2015 invoices paid to be reviewed


5. I/C Reconciliation with Markets & McDonald’s Corporation

Dealing with queries from markets

Raising invoices to markets from the MEL Entity

6. Assisting with tracking invoices and chasing suppliers for invoices

7. General & Admin Accounting + Reporting

Ensure correct coding

Re-class to correct Open Item

Application Deadline: 7th March 2014 To Apply: Fill out the application form and send your CV and Covering Letter to [email protected]

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Building & Maintaining Reports for Other Prof, Meeting and Convention and IT

Service Costs

Monthly, Quarterly, Other Reporting

Maintaining Cost Centre Structure & Hierarchy

Use of AS400 software

Reconciliation of meetings (Actual Spend vs. Budget)

8. Assist with Projection

Updating Projection tools with Actual costs

9. Other Adhoc Projects

Application Deadline: 7th March 2014 To Apply: Fill out the application form and send your CV and Covering Letter to [email protected]

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SamuelArcherPersonalInformation:

Address: 13 Kingfisher Road, Upminster, Essex, RM14 1ER

Contact number(s): 01708 227 016 (Home) 07717 716 879 (Mobile)

Email: [email protected]

Date of birth: 14.7.93

Profile: I am a self motivated, diligent student with work experience in demanding situations. I am

enthusiastic, dedicated and communicate well with others. I am adaptable and willing to learn within any role or environment to better increase my knowledge and diversity.

CurrentStudies:Studying economics at University of Portsmouth

1st Year 2011‐2012 (2:1, 67.5%)

Subject Percentage Score Credit Weight Quantitative Economics 1 77% 20

Business Accounting 71% 20

Mathematical Analysis for Economists 68% 10

Contemporary Issues in Economics 61% 10

Economics 2 60% 20

Modern British Economics 56% 10

Economics 1 56% 20

Basic Academic Skills For Economists Pass (Pass/Fail unit) 10

2nd Year is on‐going

EducationandQualifications: St. Martin's School, Hanging Hill Lane, Hutton, Brentwood, Essex, CM13 2HG (2009‐2011):

Economics A‐Level B

Maths A‐Level B

General Studies As‐Level C

Further Maths A‐Level D

Extended Project D

Hall Mead School, Marlborough Gardens, Upminster, Essex, RM14 1SF (2004‐2009): Twelve GCSE’s Containing 5 A’s including Mathematics, Science and Business, 6 B‐C’s including English and one D in French The James Oglethorpe Primary and Infant School, Ashvale Gardens, Upminster, Essex, RM14 3NB (1997‐2004)

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Previousemployment: McDonalds (May‐August 2011) – Crew Member This role involved preparing the food to a high suitable level as well as acquiring the

knowledge of the importance of hygiene within the working environment. Helping other team members when they are in need. Abetting other team members in need

of encouragement.

WorkExperience: State Street Investment Bank (February 2008) – Work Experience Role involved conducting research and systematising admin documents.

Articulate and confident, self motivated, hard working, able to perform essential tasks.

Skillsandqualities: Talented in the use of Microsoft Office applications.

Capable use of Minitab 16.

Adequate knowledge of Eviews 7.

Limited experience of IBM SPSS Statistics 20.

AQA Baccalaureate.

Good numeracy talent.

Problem‐solving focusing on analytical skills.

Positionsofresponsibility: Involved as a secondary school basketball coach for house team (status necessitates

punctuality and planning, Indicates a team player and managerial skills).

Worked voluntary in a charity shop (polite and approachable mannerism for customers).

Tutored Maths GCSE, while at sixth form (shows communication skills and innovation skills for having to explain work to students that do not understand the way they were taught the first time).

References:

Dr Joe Cox Course Leader for Business and Management, Business Studies and Business Administration Economics and Finance Subject Group Portsmouth Business School University of Portsmouth Richmond Building (RB 4.10) Portland Street, Portsmouth United Kingdom PO1 3DE [email protected] Tel: +44 (0)23 9284 4723. Ext. 4723

Mr Robert Gausden Principal Lecturer (Subject Group ‐ Economics and Finance)/Director of Undergraduate Programmes in Economics Portsmouth Business School University of Portsmouth Richmond Building (4.11) Portland Street, Portsmouth United Kingdom PO1 3DE [email protected] Tel: +44 (0)23 9284 4031. Ext. 4031

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Address: 13 Kingfisher Road, Upminster, Essex, RM14 1ER Date of birth: 14.7.93 Contact number(s): 01708 227 016 (Home) 07717 716 879 (Mobile) Email: [email protected]

SamuelArcherProfile:

I am a self‐motivated, diligent student looking for a role in the banking sector. I am enthusiastic, dedicated and communicate well with others with work experience in demanding situations. I am adaptable and willing to learn within any role or environment to better increase my knowledge and understanding of how business works.

CurrentStudies:Studying economics at University of Portsmouth

1st Year 2011‐2012 (2:1, 68%)

Subject Percentage Score Credit Weight Quantitative Economics 1 77% 20

Business Accounting 71% 20

Mathematical Analysis for Economists 68% 10

Contemporary Issues in Economics 61% 10

Economics 2 60% 20

Modern British Economics 56% 10

Economics 1 56% 20

Basic Academic Skills For Economists Pass (Pass/Fail unit) 10

2nd Year 2012‐2013 (2:1, 63%)

Subject Percentage Score Credit Weight Econometric Methods 63% 20

Intermediate Macroeconomics 70% 20

Intermediate Microeconomics 62% 20

International Economics 60% 20

The Economist’s Toolkit 2 60% 20

Economics of Money, Banking and Financial Markets

64% 20

3rd Year is on‐going.

EducationandQualifications: (2009‐2011) St. Martin's School, Hanging Hill Lane, Hutton, Brentwood, Essex, CM13 2HG: 3 A‐Levels Containing 2 B’s including Mathematics and Economics, and a D in Further Mathematics, 1 As‐Level of General Studies at Grade C, and an Extended Project at grade D. (2004‐2009) Hall Mead School, Marlborough Gardens, Upminster, Essex, RM14 1SF: Twelve GCSE’s Containing 5 A’s including Mathematics, Science and Business, 6 B‐C’s including English and one D in French

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Address: 13 Kingfisher Road, Upminster, Essex, RM14 1ER Date of birth: 14.7.93 Contact number(s): 01708 227 016 (Home) 07717 716 879 (Mobile) Email: [email protected]

Previousemployment: McDonald’s Europe Limited (2013‐2014) – Finance Assistant The role consisted of assisting with financial auditing, planning for the 2014 budget,

reconciling markets, general and admin accounting/reporting. Using AS 400, to raise invoices and matching against the bank account. McDonalds (May‐August 2011) – Crew Member This role involved preparing the food to a high suitable level as well as acquiring the

knowledge of the importance of hygiene within the working environment. Helping other team members when they are in need. Abetting other team members in need

of encouragement.

WorkExperience: State Street Investment Bank (February 2008) – Work Experience Role involved conducting research and systematising admin documents.

Articulate and confident, self motivated, hard working, able to perform essential tasks.

Skillsandqualities: Talented in the use of Microsoft Office applications.

Capable use of Minitab 16.

Adequate knowledge of Eviews 7.

Limited experience of IBM SPSS Statistics 20.

AQA Baccalaureate.

Strong numeracy talent.

Problem‐solving focusing on analytical skills.

Excellent use of AS 400

Positionsofresponsibility: Involved as a secondary school basketball coach for house team (status necessitates

punctuality and planning, Indicates a team player and managerial skills).

Worked voluntary in a charity shop (polite and approachable mannerism for customers).

Tutored Maths GCSE, while at sixth form (shows communication skills and innovation skills for having to explain work to students that do not understand the way they were taught the first time).

References:

Mrs Nicoleta Ciocirlan Finance Manager McDonald’s Europe Limited 178‐180 Edgware Road, London W2 2DS [email protected] Tel: +44 (0)207 800 4748. Ext. 4748

Mr Robert Gausden Principal Lecturer (Subject Group ‐ Economics and Finance)/Director of Undergraduate Programmes in Economics Portsmouth Business School University of Portsmouth Richmond Building (4.11) Portland Street, Portsmouth United Kingdom PO1 3DE [email protected] Tel: +44 (0)23 9284 4031. Ext. 4031

Europe Center G&APlan 2014 – 1st Draft –Nov. 26, 2013

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2013 Projection

Europe Center – 2013 Projection v4.2 (Nov) vs. v3.3 (Sep)

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Major Changes:Report Lines('000 GBP)

2013 Proj @ Nov 13 As Rep

2013 Proj @ Sep 13 As Rep

2013 Proj Nov vs. Sep (At 2013 Actual Rates)

Employee Costs

TIP

Travel Costs

Occupancy Costs


Depreciation Costs


Other Expenses

Total Expenses

Buffers, SBC etc.

Total Europe Center

Normalisation


Europe Center – 2013 Projection vs. Plan

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Major Variances (Const Curr.):

Total Europe:

Report Lines('000 GBP)


2013 Plan(As Rep)

2013 Proj Nov vs. 2013 Plan(At 2013 Plan Rates)

Employee Costs

TIP

Travel Costs

Occupancy Costs


Depreciation Costs


Other Expenses

Total Expenses

Buffers, SBC etc.

Total Europe Center

Normalisation


Europe Center – 2013 Projection 4.2 vs. 3.3 vs. Plan

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Report Lines('000 GBP)

2013 Proj @ Sep 13 As Rep


2013 Proj Nov vs. Sep (At 2013 Actual Rates)

2013 Plan(As Rep)

2013 Proj Nov vs. 2013 Plan(At 2013 Plan Rates)

Employee Costs

TIP

Travel Costs

Occupancy Costs

Meetings & Conventions

Depreciation Costs


Other Expenses

Total Expenses

Buffer, Olympics, SBC, etc.

Total Europe Center

Normalization

Normalized Europe

Reflective Report

1

I am currently on an industrial placement at McDonald’s Europe Limited in Edgware

road, London and work in the finance department as a financial assistant. Alongside

four other employees, this includes two financial accountants, a senior accountant

and the general and admin (G&A) manager. McDonalds is a fast food burger

restaurant chain, ran mostly by franchisees, the headquarters are based in Chicago.

My role is within the European entity and will focus on costs incurred by European

markets. For more background information, please refer back to section 1, setting

personal development plan objectives.

To improve my self-management skills, and development I organised two

assessment centres for the future finance industrial placement of McDonald’s

Europe, at the company’s location on the 12th and 13th of April. This involved creating

an individual test, to asses the students on an individual level, also amending the

group task to gage their communication skills see evidence C.

For the day I had to prepare the materials, which required setting up laptops, proving

scrap paper and ensuring all students had calculators and writing utensils. I then sat

in with Edward (financial assistant) and analysed the students on their performances.

After marking the individual papers, and examining my notes, the team and I choose

a suitable replacement for myself.

This event has developed my time management; I am now more effective through

experience at scheduling and leasing with others to complete objectives. It has

broadened my knowledge in the understanding of organising a successful event.

The second task entailed me teaching other employees the correct way to code

invoices. In evidence B I included the materials I used for this meeting. The teaching

has enabled me to develop my employability skills by improving my ability to read

and understand people. Given me the capacity to deliver messages in a clear and

effective manner, while also improving my presentation skills.

Reflective Report

2

I often use my guide, to help me manage my time and tasks effectively, the guide

provided my replacement and I a referral point to the time scale each task should

take, and align the tasks in order of importance, this was an important way I helped

cope with my work load, by including all aspects of my role, it will continue to provide

a reference to future colleagues. An example was when working with the Mid Year

Review, it was a timely process and my emails were congesting, looking at the task I

had to complete and the regularity of when to complete them enable me to prioritise

my work. This guide was my idea because when I entered the role I was

overwhelmed by the sheer content of tasks I must learn and master.

I have also work on the Plan for 2014, my role was to collate information for the New

Year budgets, including meeting and conventions and other professional fees. As

this work was very important, this was prioritised in my workload, this ensured it was

done in a timely fashion. I worked longer hours around this time to make absolute

sure it was my best work. This work provides evidence (See U) of how I contributed

towards the success of the project while working with various colleagues.

I completed the work within the time constraint while still performing at a high level in

important monthly activities in particular month end. Working within the team and

collaborating with Edward enabled me to keep to the strict time limit. For further

examples and information on how I was enable to achieve my workload please see

section four, managing tasks.

To demonstrate communicating clearly and effectively I included two pieces of

evidence (see section six communicating clearly and effectively for more). The first

piece of evidence (L) I am going to discuss was for my active listening. This was my

note taking on our vice president talking about the UK recovery. My notes are clear

and concise, something that I struggled with during my time at university. When I

return to university, I will focus more on what the lecturer is saying, as I can type up

the presentation in my spare time. This will lead to greater information that will help

when I return to university.

Reflective Report

3

The second example was my verbal communication; the evidence (J) I used was

from the sport fund meeting. This showcased how I was efficient, tactful and polite

whilst getting my point across, demonstrating these key skills is useful to show how I

dealt with the situation of our communication breaking down several times over

email. This improved vastly after our initial meetings.

Section 5 (working with and relating to others) of my portfolio of evidence shows the

development of my role at McDonalds Europe, my tutor visit and review. Before the

visit I wrote about the role I posses in the company, the skills I have developed, the

training I have been on, how I have applied my knowledge into the role, where I am

with my evidence and my aims for the future.

The employers report was great to see how I had improved since my six-month

appraisal and was a base of conversation between the tutor and I. With my tutor I

reflected on the year, I was very pleased that my team had said some excellent

positive comments about myself and noted that I had made an outstanding

contribution to the company. During my six-month appraisal, my weakest areas were

business and customer needs plus applying my knowledge into the workplace,

however now both of the categories show myself being above average, I was happy

with the progress I had made thus far.

Reflecting on my tutors visit, I feel I could have prepared more to give the tutor and

myself more of a structured conversation. I showcased my skills and my

development during the visit. Organising the tutor visit improved my organisational

skills and I had to overcome a problem where my original meeting room was double

booked with an important client so I had to be moved last minute, this was a

pressurising experience for me but after dealing with pressure for the majority of the

placement I was able to overcome this problem with ease. As I have said previously

in section five, if I were to prepare for an important meeting I would run through it at

least once to calm my nerves and to make sure the meeting flows smoothly, an aim

for the future would be to develop my planning skills which would help me during my

final year of studies and my future employment.

Reflective Report

4

Applying my knowledge is something that I struggled with and identified that in

section eight (applying knowledge), especially from an economics point of view. My

degree is not relevant to my role; however other skills I have acquired throughout my

time at university have been transferable. Statistics and basic academic skills for

economists have been useful for data analysis and using Microsoft Office

programmes respectfully. Analysing the direct reports was easier due to this prior

knowledge I had, having the underlying knowledge behind why certain procedures

are done, let me be able to produce a greater level of output, with higher accuracy.

In section eight I have highlighted how various modules have affected my role. My

aim was to gain as much knowledge as possible in order to apply myself to the

fullest amount. I have shown I have learnt this by the progress in the workload I can

now take on. This knowledge will stay with me and I am hoping that my final year at

university will benefit as a result, which is why my options have changed as my

discussion with my tutor.

My knowledge, has helped me apply myself to the role, I believe this has aided me in

my development. I have performed to a very high standard during my role for

McDonalds; this is something that is reflected in my appraisals. My experience has

given me the ability to take constructive criticism and use it to improve myself, I am

continuingly looking to try and improve myself, this is one of the reasons this

placement has been so beneficial for me.

I have two scenarios where I have show my initiative that I will go into further detail

now, for all my examples please see section nine (applying initiative).

The market recodes (O) was originally my idea, as I was entering the role I found it

difficult to understand why the market recharges were done in such a way. When I

realised that the recharges had to be processed a particular way depending on the

market procedures. I then questioned weather we can monitor the costs that are

coming though, market by market. I went into great detail in section nine how I

accomplished this task. The initiative I undertook has enabled month end to run

much smoother, the general and admin costs have never looked cleaner. This has

enabled me to spend more time on other important tasks.

Reflective Report

5

The next scenario is how I queried about the capital owed to us by Russia (P), I

enquired due to the size of the debt, while I was sure my manager new of this debt I

wanted to see if there was anything I can do. This would strengthen our books and

boost our share prices it would also give a clearer idea of how the business is

performing. Again the method I have already discussed in section nine. I have learnt

how hard it is to get companies to respond appropriately, even if they owe you large

sums of money. It has been a learning curve, one where I have picked up tips on

how to communicate to senior management, while still providing a message in an

influential way, being tactful and precise.

I have found this year to be an incredible experience and I have McDonalds Europe

to thank for that, I have developed many of my skills. I have identified what I have

done well and now that my time is coming to an end I can reflect on how I can further

improve myself in the future. Following section one (setting PDP Objectives) and the

appropriate appraisals in section seven. I reflected my abilities and progress, at six

months in and during my last month, my manager then commented on my

improvements I had made between the appraisals. Specifically when trying to

improve my customer and business needs and applying my knowledge. Since the

six-month appraisal I tried to utilise my economic theory to greater effect and

subsequently going on the MEL meeting improved my knowledge on the business

and customer needs.

Throughout my placement I have learnt skills that I will continue to practise while at

university. During the initial stages of the Mid Year Review meeting, I struggled to

understand what was acquired from me, I should have made myself more aware of

the requirements, since then I have learnt the importance to have a high attention to

detail. This has proved to be correct, as when working on the 2014 budget, I knew

what to expect and this put me in a much better position to complete the task. When

I return to university, I want to make sure I understand the entirety of the topic, and if

I am unsure to make my tutor aware of what I do not understand.

Reflective Report

6

Additionally I have taken on board the feedback that was constructive and tried my

hardest to improve myself; I am a more desirable employee now than I was six

months ago, the improvement while working with others is a significant improvement

and one that I look forward to practise while completing my final year independent

study module.

Through improving my university skills I have developed some life skills, being able

to commute every day into London is something that I always envisioned, the finance

capital of the world is a great privilege to work in. Putting my studies into practise has

given me invaluable experience that I would not have otherwise received. I will

continue to take great pride in my work, until the day I leave and has been a great

platform to showcase my skills and abilities, it is a great incentive to work hard at

university to return to the workplace in my desired field.

During my personal development plan, I had some short and long-term goals. In the

short term I hoped I would gain some experience in a field I am interested in, I have

definitely succeeded in this, a long-term goal is weather I would like to pursue this

role as a career and while I am glad for the experience it is not a field I would like to

pursue. I have completed all my development goals, improving my Microsoft office

skills, improving my written language and apply my knowledge into my work. All

these skills are transferrable to my university and future career.

Through my experiences I know I can make future improvements, if I continued for

another year I would have new goals. I would aim to make changes sooner, I believe

I was too shy in my initial months; too in awe of the procedures it was quite

overwhelming. I would hope to settle quicker in the future.

Reflective Report

7

I will definitely use the skills I have learnt while on placement and apply them to my

future career; there are many transferrable skills I have picked up. My role as finance

assistant has expanded dramatically since I first started at McDonalds Europe

Limited. As I progressed throughout the year I was trusted with harder and more

complicated work, which was a great testament to my development. The experience

has evolved my ability to work efficiently in the team, developed my time

management to much higher levels that I anticipated, realistic target setting, all these

provide an outstanding platform for me to add value to my degree during my final

year of university education.

The transferable skills I have gained will come in handy when enhancing my

analytical skills; I am hoping that this will set me apart when pursuing my career in

the banking sector. The year has shown me that I would not be interested in working

in finance in the long term; although I am glad I have extended my knowledge in this

sector.

I have learned that creating a running list creates targets for myself to complete.

Through the placement I can accurately predict how long it takes for me to achieve

my goals and what is required from me to progress. I will utilise this skill while

managing my coursework at university. I can now work harder for a longer period of

time; the placement has focused my concentration levels and made me more

disciplined. The knowledge I have garnered while working for a company as large as

McDonalds is invaluable, it is great that I understand how the business operates. In

the future I would like to learn how my company operates quicker so I can have a

greater understanding about the business and therefore bring my skillset to the

forefront quicker.

The placement has helped me develop, identify future areas of growth and given me

enormous amount of knowledge in the finance field. I wish to continue my

development to university and take it as seriously as my career, I am critical of my

work and do not expect my high standards to drop once I return, in fact I expect my

work to flourish.

Documents

Portfolio of Evidence & Reflective Report