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An Introduction to the Resources

An Introduction to the Resources. Larry Bunyard Portland Chapter Chair. scorepdx .org. Presentation Content. Session Objective: Create Awareness of Knowledgeable Resources available to aid small businesses. scorepdx.org. Overview of Organization Structure National Perspective

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An Introduction to the Resources

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  1. An Introduction to the Resources Larry Bunyard Portland Chapter Chair scorepdx.org

  2. Presentation Content Session Objective: Create Awareness of Knowledgeable Resources available to aid small businesses. scorepdx.org • Overview of Organization • Structure • National Perspective • Oregon Regional Perspective • Chapter Services Overview • Mentor Program • Client View of Mentoring • Engagement Process • Operational Knowledge Base • Education Process • Results Achieved

  3. National Perspective • About SCORE • SCORE was formed in 1964 as a resource partner with the Small Business Administration whose mission is to help aspiring and existing businesses succeed. • SCORE is a 501c Non-profit organization. • Facts (2010) • 13,000 volunteer across 350 chapters • Volunteers donate 1 million hours of service. • 501,000 total services delivered annually • 360,000 people served annually • 20,000 new businesses created annually • 25,000 jobs created annually scorepdx.org

  4. Oregon Regional Perspective • Portland SCORE Chapter provides following Services to strengthen the local and national economy: • Free individual business mentoring • Free operational assessments • Targeted topical workshops • Educational presentations scorepdx.org • Score District Organization • Portland Chapter • Vancouver Chapter • Salem Chapter • Eugene Chapter • Bend Chapter

  5. Chapter Services Overview Client Mentoring: Specific problem solving activity where advice is given to provide resolution of the problem or development of information to aid in subsequent analysis. BRC (Business Resource Center) an Internal Organization to provide service is providing walk-in advice or scheduled appointments. BAT (Business Assessment Team) focus on complex situations where an existing business has a difficult problem threatening its continued existence. Considering or Startup Stage Survival or Growth or Termination scorepdx.org

  6. Chapter Services Overview (CONTINUED) • Educational presentations: Organized discussions to build awareness • of the capabilities and availability of the services that can be • accessed to aid in the interest in or development of a small business • Targeted topical workshops: Specific business functional training is provided to improve the client operational skills to achieve improved execution performance.

  7. Mentor Program • Stop and Suspend Judgment • Listen and Learn • Assess, Analyze and Confirm Impression • Test Ideas and Teach with Tools • Expectation Setting and • Encouraging the DREAM Knowledge: the Mentor’s Asset --- business experience base which has been vetted by their experience scorepdx.org • Relationship Foundation is a Mentoring Methodology • Formal Qualification Program to establish consistent process and determine content knowledge qualifications. • Probationary Assessment Period to confirm skills and communication ability. • Key Mentoring Program Components:

  8. Client View of Mentoring Delivery Methods: 1. Face-to-Face, or 2. eMail Process (telephone and internet) Typical Processing: 1. Client requests a mentoring session by completing a request . 2. Assignment Desk using request data makes Mentoring Assignment A. Industry and problem category B. Best available Mentor C. Case assigned and email notification sent to Mentor 3. Within 48 hours, Mentor makes contact with requesting Client. 4. First Counseling Session scheduled. 5. Counseling Session begins with exploration … listen, learning, assessment to frame the problems that exist. 6. Counseling Session conclusion reflects A. Improved problem understanding by Mentor (confirmed by Client B. Statement of next steps to begin to address problem C. Agreement of next session timing and results scorepdx.org

  9. Engagement Process Mentoring Assignment: Understanding of the problem and application industry. Best available mentor identified. Initial Assessment: Counseling Session begins with exploration … listen, learning, assessment to frame common understanding of problems. Organized Next Steps: Based upon shared Mentor perspective, logical and available next steps discussed and planned action by Client Case Documentation Updated: Mentor summarize observations and committed action step including time frame. scorepdx.org Initiation Stage: Analysis and evaluation to build factual basis of current status.

  10. Operational Knowledge Base • Buying & Selling A Business • Technology & Computers • Internet & e-Commerce • Green Business • Government Contracting • Social Media & Networking • Disaster Preparation & Relief • Franchising • Tax Planning • International Trade scorepdx.org Membership Knowledge Categories (Sample) Accounting & Budgeting Cash Flow Management Financing Human Resources Business Planning Customer Relations Legal Management Sales, Marketing, & PR

  11. Education Process Workshops (Classroom Programs of 4 to 7 hours) Designed: to provide specific information needed to perform specific functions, which enables a deeper, higher-level conversation between client and mentor. Access: to any individual who wants to learn more about specific business area/function. Concepts and vocabulary are developed as a means of increasing understanding. Content: Joint develop presentation and delivery by a SCORE Mentor and a topical expert of the content area. Focus is on What, Why and How! Exercises to reinforce major themes. • Business Basics for the Small Business Owner • Business Essentials • Business Plan – Your Roadmap to Success • Quickbooks for Mac or Windows • Accounting and Financial Statements for Business Managers • Successful Online Marketing • Building Your Own Website scorepdx.org

  12. Results Achieved Score Chapter –Stable Knowledge Foundation Membership: 90+ Members with 7 new members last quarter Demand for services: One-One Mentoring demand Strong Workshops: Demand Slowing – e-Commerce strong Electronic Counseling: New System and Utilization Increasing Out Reach Programs: Increase Reach to suburbs; Restructuring Workshops Delivery (Current Content/Electronic Format); Increasing Educational Opportunities (High Schools, Professional Classes, Targeted Programs) scorepdx.org

  13. Conclusion Key Contact Data SCORE Portland Chapter Larry Bunyard Chairman – Portland Chapter Phone: 503-628-2341 email: Larry.bunyard@Yahoo.com scorepdx.org

  14. SCORE Thank You Questions

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