SCORE Business Model Implementation

Table of ContentsImplementation

What to Expect and What You Can Do?

Client Relationship ManagementClients for Life

Next StepsWhere Do We Go From Here?

Keys to Success in FY 10 New marketing tools and techniques. New and expanded community outreach. New counseling methodology. New technology tools and CRM software. Greater access to the SCORE network.

Achieving Our GoalsBuilding Capacity & Initiating Change Year 1 FY 2010: Development Year 2 FY 2011: ImplementationFY 11 Ramping Up

Key Initiatives:

FY 10 On-Ramp Development

Recruit to build capacity Adopt Shoe Leather Marketing Process Adopt Email Marketing Adopt QuickSTART Workshops & Business Roundtables New Technology & Web site New Client Relationship Management New Counseling Methodology

Here is How We Do It

Implementation: What to expect & what you can do today.

FY 10 TimelineQ1 & Q2 Shoe Leather Marketing Early Adoption Business Roundtable Program Early Adoption Email Marketing Program Early Adoption SCORE 45 Anniversaryth

Q3 New Web Site Launch Roll-out Shoe Leather Marketing Roll-out Business Roundtable Program New Logo Launch

Q4 New Technology: Common Chapter Web Sites New CRM System New Central Workshop Registration System New Volunteer Center New Central Counselor Directory Implementation of Counseling Methodology New Volunteer Certification Program

FY 10 Action PlanYour knowledge, leadership and expertise are key in the new model implementation. Below are a five concrete steps that you can take in FY10:

FY10 DELIVERABLES

Forming a Change CommitteeForm a New Leadership Committee.A Key Element in this New Journey Specific volunteers can be assigned to leading the change. You can have existing volunteers or recruit new ones. Key positions are: - Marketing - Community Ambassador - Fundraising - Workshop Development - Volunteer Recruitment - Counselor Education - Counselor Engagement - Client Counseling

Increasing RecruitmentFocus on Leadership Recruitment.Aggressive and Continuous Recruiting Have a chapter recruitment leader. Fill the talent needs for your chapters vision. Consider changing rules to attract qualified volunteers. Consider recruiting for specific skills and tasks. Open-ended recruitment.

Expanding Your MarketingCommunity Connected.Know, Like, Trust Identify local partners. Customized value propositions. Assign a community ambassador. Proactive and sustained engagement. Tag-team approach. In order to reach to clients, we must seek to become tightly integrated within our communities.

Shoe Leather MarketingShoe Leather Marketing focuses on forming alliances with key community organizations, by tailoring our services to meet their needs. With a proposition that asks:In exchange for providing valued services, will you proactively recommend SCORE to your small business clients as the preferred consulting service? QuickSTART WorkshopsIn the SCORE office

Referral AlliancesChamber of Commerce, Church, business libraries and business community colleges, etc

Tailored SeminarsTrade Associations, Corporations, Banks, Community organizations, etc

Leadership RecruitmentAll over town

Advisory Board & NetworkingAll over town

Business RoundtablesAt a local eatery

Email MarketingLeverage Email Marketing.Constant Contact Free accounts. New client emails. Workshop announcements. Effective cross-selling of products. Training, templates and support.

Improving Your WorkshopsQuickSTART Workshops.A New Product for Pre-Start A series of pre-business workshops designed to help clients get to a go or no go decision for the business. Homework and counseling are a part of the workshop process. Session 1: Start-up Basics Session 2: Business Concept Session 3: Marketing Plan Session 4: Financial Projections Session 5: Funding Sources & Next Steps 1st Session FREE

Blended learning supported with three mentoring sessions.

Tailored SeminarsCustomized Seminars.A predetermined topic of specific interest for a group at a host alliance location Tailored seminars & workshops are sold to a host client that is a large magnet with our target of emerging/existing small businesses. Direct exposure to hosts small business clients. High value services to alliance partner. Exposure to alliance leaders. Huge add to total services.

Business RoundtablesNew Product. High Impact.Attracting In-Business Clients Lead-in product in partnership with local organizations. Networking roundtables (open or specific topics). Recruiting benefits (SCORE facilitators). Marketing is done by partner organizations. No cost, no overhead, little effort. Ability to customize for partners as needed.99% of our clients come back Joan Lamson, Coastal Carolina

Client Relationship Management

Client Relationship Management: How Do We Keep Clients for Life?Development: 2010, Implementation: 2011

Leveraging TechnologyRelationship Management.Web as the facilitator New client triage system. Targeted client path tools and profiles. New website and technology tools. Integrated and standardized chapter web sites. Volunteer tools & templates (e.g. online directories). Replacement of WebIT: Customer Relationship Management. Leverage technology to access the power of many.

New Triage SystemCLIENT FUNNEL MATCHING CLIENTS TO SERVICES

Shoe Leather Marketing

QuickSTART Workshop Series

Workshops & Seminar MarketingEmail Marketing

CLIENT ENTRY TRIAGE POINT

Mentoring

Business Roundtables

Advisory Boards & Networking

Seminars

Matching Clients to Our Services

Next Steps

When Do We Start? Where Do We Go From Here?

When Do We Start?The Journey has Begun.Get Involved Numerous chapters have already started implementing. Shoe Leather Marketing and Business Roundtable adoption groups are under way. QuickSTART Series workshops have already been tested and will be released next month. You can choose where you want to start. You can start with forming a transition committing, assigning a community ambassador or joining a beta. It is your choice.

Be Part of Client SuccessMeaningful Contribution. Local Impact.Measures of Success How do we define our success? New Business Starts Business Survival Rates Job Creation Economic impact surveys: Face-to-face, Email, and Workshops. We need to show the value of your contribution to your hometown and the country.

Thank You For Your TimeResources: Volunteer Center: http://www.volunteercenter.score.org/ Monthly Calls: http://score.readytalk.com/?p=ev Past Webinar Recordings: http://score.readytalk.com/?p=r

Questions?