Annual Report Workbook

Getting under the hood of an Annual Report

and knowing what’s inside

by Donald Bittar

Introduction

You can use this workbook for analyzing many companies and saving your analysis for each one, like many professionals. Just like them, over time, you can compare a company’s actual performance to your analysis and predictions. Saving your analysis sheets can help sharpen you analytical skills.

The questions in the workbook are numbered the same way as they are in the book, ‘Getting Under the Hood of an Annual Report’. As there are no questions in the first chapter of the book, the workbook starts with Chapter 2. It will make it easier for you to relate the questions in the workbook to those in
2.0 - What You Want To Learn About the Company and Why? | | | | Priority | What do you want to learn? | Why do you want to learn it? | A | Business strategy | Understand sustainability of this company | B | Partners | Learn more about their support system | C | Responsibilities and Interests | Learn about their R&D and steps to reach goals | D | Products and Services | Understand and learn about their business line |