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2008 Conference

Building California's Competitve Advantage through Small Business

Thanks for coming to the 2008 State SBDC Conference. It was great seeing and networking with such an amazing group of professionals.

 Here are the State SBDC Strategic Planning Intitiatives we worked on.


A big thank you to our sponsors!



Fresh Approaches to a Customer Friendly SBDC

Thanks for coming. You were a wonderful group and really made this breakout valuable with your questions and input. - Bob

The Powerpoint Presentation

From Bob;

Caller Triage

Caller Triage II

Existing Business Assessment Adapted from Deleware SBDC Network

Starting a Business Checklist for Arcata Ca from the North Coast SBDC

From Sandra;

Incoming calls phone script

Voicemail script

New client orientation checklist

Training checklist

From Gillian;

Matrix for Start ups

Matrix for existing  businesses

Example tracking spreadsheet

Mystery shopper document


Webcats Ease

This was a great breakout with some really tough questions. Below are some documents I mentioned during the workshop.

Demystifying Business Start ups

2008 SBA definitions and instructions

Report on start ups still in business

Create a report for negative milestones so you can fix them!


Managing your Business in an Economic Downturn

This panel of three financial experts discussed tools and methods to help clients better manage their businesses. Moderated by Sudershan Shaunak

Stilson Snow's Financial Template Tool

Optimist presentation by Israel Dominguez


Grants and Financial Resources that Support SBDC Growth

This panel moderated by Vincent McCoy discussed resources to fund their center's growth. Panelists were Paul De La Cerda, Ian Lamond, and Michael Kraft.

Michael Kraft's Powerpoint

Paul De La Cerda's Sponsorship Packages, Funding Request Letter, and Mission


Other Handouts

Stategic Growth Management for Small Businesses by Ray Anderson

Build the SBDC Competitive Advantage by Michael Roessler

Marketing to Youth Entrepreneurs PPT by Darick Simpson