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ASBDC Accreditation Updates: Logistics & Best Practices

This event provides updates on accreditation standards, self-study guides, and technology requirements. It includes discussions on performance metrics, KPI trends, customer satisfaction, and workforce engagement. Attendees will also learn about logistics considerations, self-study requirements, and report preparation.

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ASBDC Accreditation Updates: Logistics & Best Practices

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  1. ASBDC Accreditation Updates, Logistics & Best Practices February 14, 2019 Washington, D.C.

  2. Key Items • Standards and Self-Study Guide • Technology Accreditation Standards imbedded and required for standards with * • Coming soon…Addendum with guidance for Tech • Notes and Glossary included • Suggested Documents Guides for Core and Tech • Self Study due 60days prior to onsite visit

  3. Performance Metrics • Standards 3.2b, 4.1 and 5.3 • Define data being collected • Provide trends/graphs over time • Compare and contrast results with similar organizations • Narrative for each standard should discuss: • What you learned from data analysis • What changes you made as a result of the analysis • Did the change effect your results as intended

  4. 4.1 Performance Measurement • Define KPIs • Show KPI and ROI trends over time • Show comparisons with like organizations • Narrative should discuss: • What you learned from this analysis • What changes you made as a result of this analysis • Did the change effect your results as intended

  5. KPI’s: Trends Over Time

  6. KPIs: Trends Over Time

  7. KPI’s Compared to Peer SBDCs

  8. Return on Investment

  9. ROI Comparisons Over Time

  10. Return on Investment

  11. 3.2b Customer Relationship and Satisfaction • Show your Trends Over Time • Narrative should discuss: • What you learned from this analysis • What changes you made as a result of this analysis • Did the change effect your results as intended

  12. Customer Focused Results by Market Segment

  13. Customer Focused Comparisons

  14. 5.3 Workforce Engagement • Workforce feedback to determine key factors that affect well-being, satisfaction and motivation • Data trends and analysis • Narrative should discuss • What you learned from this analysis • What changes you made as a result of this analysis • Did the change effect your results as intended

  15. Human Resource Results Over Time

  16. Human Resource Comparison Scores

  17. Human Resource Results: Turnover

  18. Accreditation Tips • Logistics • Self-Study • Report and thereafter…

  19. Logistics Considerations • Work with the review team to set the agenda early in the process • When making the hotel arrangements please keep in mind the federal per diem requirements • Plan to pick up the team at the airport upon arrival and spend time together that Sunday evening

  20. Logistics Considerations (cont.) • If possible, start the week at the State Office/Lead Center • Use meal time wisely as this can be a good opportunity to meet with hosts, SBA, advisory board members or clients • Works best when meetings with key stakeholders are held early in the week • The team must see the SBA District Director & the person to whom the state/regional director reports

  21. Logistics Considerations (cont.) • At least fifty percent (50%) of all office locations should be visited. • Bring in counselors & staff to more central locations so the team can meet as many of the SBDC employees as possible. • Thursday afternoon and evening are used to prepare the report summary and conclusions. Quite space is appreciated.

  22. Preparing the Self Study • Up to 60 pages for the narrative • up to an additional 15 pages (for a total of 75 pages) when seeking Technology Accreditation • Succinct yet complete • Examples in narrative demonstrate understanding and evidence for standard • Maps with centers are helpful • Suggested Documents Guide identifies a variety of docs that could be included as attachments: more is better than less, but stay pertinent • Provide information electronically to the extent possible

  23. Suggested Documentation Handout • ASBDC Website, Accreditation Section • Use as a guide, eliminate guesswork • Almost all documents should have already been developed and in use

  24. Report Conclusions

  25. Tell us what you think!

  26. 2019 Accreditation Committee • Michael Brooks • Lora Brown • Mike Daniel • Mark Delisle • Jennifer Deamud • Jeff Eckhoff • Duane Fladland • Jody Keenan • Cheryl Kirby, PhD • Jill Kline • Mark Langford • Debra Martin • Beth Melnik • Greg Panichello • Mark Petrilli • Al Salgado • Michael Singleton • Janice Washington • Bon Wikenheiser

  27. Programs for Review in 2020 • Alabama • UC Merced – California • Georgia • Illinois • Louisiana • Montana • Nebraska • New Hampshire • Nevada • Oregon • Pennsylvania • Virgin Islands • West Virginia

  28. Programs for Review in 2021 • Arkansas • Colorado • Connecticut • Kentucky • Massachusetts • Maryland • Michigan • New York • Tennessee • Texas – Dallas • Washington

  29. Programs for Review in 2022 • Alaska • American Samoa • California – Los Angeles • District of Columbia • Florida • Hawaii • Hawaii • Indiana • Oklahoma • South Carolina • Texas – San Antonio • Virginia

  30. Contact Info: • Mark Delisle Maine SBDC 207-780-4857 mark.delisle@maine.edu • Jody Keenan Virginia SBDC 703-277-7727 jkeenan@gmu.edu

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