1. Business Retention and Expansion
Summary of Good Practices in BR&E Visitation Programs

2. Firms to be Visited How are the targeted industries/business selected?
Where can firm information be obtained?
How should the sample be selected?
How many do you select?

3. Survey Selection Should you use a standard survey or create your own?
Where can you find existing surveys?
How would you evaluate whether or not the survey meets your needs?
What role should your research report writer play in survey selection or development, if any?

4. Research Report Writer
How would you find a qualified report writer?
What questions would you ask them?
Can you write the report yourself?

5. Surveys
Should questionnaires be mailed or hand delivered out to firms in advance?
What should these questionnaires look like?
Should the entire questionnaire or only a part be sent to the responding firm?
When should they be sent or delivered?

6. Cover Letter
Should the volunteers who will visit be named in the cover letter to firms?
What entity’s letterhead should be used for the BR&E mailing?

7. Media Coverage What coverage should be done before the firm visits?
Why?
Who should contact the media outlets and what media outlets should be contacted?

8. Red Flags
Does anything need to be done regarding potential red flag issues before the visits are conducted?
If so, what?
If so, who?

9. Undertaking the Firm Visits
How many firms should be visited?
Who recruits the visitors?
How do you match teams with firms?
How many people should go to a firm?
How many firms should each person or team be asked to visit?
How quickly should visits be done?
Who makes the initial contact with the firm?

10. BR&E Project Coordinator
In which of the steps in the preparation for the firm visits should you as the Project Coordinator assist the Visitation Director?

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12. Questions????