1. FL DVR CBTAC Program
Modules & Reporting

2. CBTAC Role
Support entrepreneurs through all stages of business development, including:
Identifying potential business concepts
Conducting market research/feasibility studies
Developing necessary business financials
CSC

3. USING INFO TO WRITE BUSINESS PLANS, and… SECURE FUNDING!!
CBTAC Role, cont.
Support entrepreneurs through all stages of business development, including:
Analyzing SSA benefits
Determining potential funding sources
USING INFO TO WRITE BUSINESS PLANS, and… SECURE FUNDING!!
CSC

4. CBTAC Training & TA Overview
3-day initial certification-level training
Intensive training on all 4 modules
Simulation activities for key areas of business plan development, including:
Developing business financials
Assessing feasibility
Analyzing SSA benefits
Writing business plans
Completion of certification field assignment
CSC

5. CBTAC Training & TA Overview
Ongoing follow-up support available as necessary by Center for Social Capital
Regional on-site TA
Individualized off-site TA
e.g., phone, internet, IVocalize
Quarterly Regional Networking Meetings
CSC

6. When to Refer to a CBTAC
Customer identifies interest in self-employment
Customer presents a business concept to VR counselor
Customer presents a business plan to counselor
Customer wants to discuss/explore self-employment vs. wage employment

7. How CBTACs Can Support VR Counselors
Work with customers to:
Determine if SE is a viable option
Assess business concepts identified by customers
Assess existing business plans (and provide support necessary to improve or develop further)
Identify other funding sources
Educate customer & team members about SE

8. CBTAC Responsibilities
Receive referral from VR counselor
Conduct initial meeting with VR Customer
Gather information
Explain general process for self employment including the steps to develop a business plan
Business Planning Team Development
Assist VR Customer in developing a viable business plan by working through the modules
Assist with implementation of business plan

9. CBTAC Responsibilities, cont.
Refer back to VR at any point in process if:
Customer self-selects out
Exploration process reveals SE not viable
CBTAC invoices only for completed benchmarks
Information learned during SE exploration used to support other job development efforts

10. CBTAC Responsibilities, cont.
Assess & plan for long-term support
Identify follow-along funding (if necessary)
Delineate support structures in plan
Paid supports
Natural supports
Employees/services (e.g., accounting)
Work with counselor to determine when case will close

11. CBTAC Responsibilities, cont.
Work with customer to assemble Business Development Team
Critical for long-term support
First step in SE process (may be ongoing throughout process as well)

12. Business Development Team
Membership could include:
Family members and/or friends
Provider agencies, State Agencies, CWICs
Representatives from SCORE, SBA, etc.
Accountants, lawyers
Community Business Mentors (person running similar business)
DVR Counselor
Other Support Services

13. CBTAC Training & TA
Modules

14. Initial Meeting Purpose Provide overview of SE process
Discuss advantages & disadvantages of both self- and wage-employment
Consider potential team membership & supports
Answer questions related to SE
Determine if SE seems a viable option
Evaluate whether to accept referral

15. Initial Meeting Report
Summary of meeting, including:
Who attended
Topics discussed
Evaluation on the viability of self-employment at this time (and explanation)
Acceptance or rejection of referral
Explanation as to why/why not you are accepting the referral
Summary of Next Steps

16. Module 1: Business Concept Development
Training
Person-Centered Planning
Discovery
Identification of potential business concepts
Implementation
PCP/Discovery/exploration process & action planning
Researching potential business concepts

17. Module 1: Report Summary of:
Discovery activities
Person-Centered Planning
Business concepts to be explored
Identification of team members participating in meeting(s)
Action Plans from meeting(s)

18. Module 2: Market Research & Benefits Analysis
Training
Purpose of Market Research
Forms of Market Research
Overview of Benefits & Work Incentives
Implementation
Honing of business concept
Development of Market Research Action Plan
Benefits Analysis (connect w/ CWIC)

19. Module 2 Report Summary of market research efforts
Summary of team meetings, team members involved, etc.
Identification of business concept
Update on benefits analysis
Referred to CWIC, list of benefits received, etc.
Action plan from meeting(s)

20. Module 3: Marketing & Business Financials- Training
Developing Marketing Plans
Customers (Target Market), Competition, Competitive Edge, etc.
SWOT Analysis
Strategies for marketing (pricing & positioning, advertising, etc.)
Business Financials
Start-Up and Operating Costs
Cash-Flow & Balance Sheets
Profit & Loss Statements
Break-Even Analysis

21. Module 3: Marketing & Business Financials- Implementation
Development of Marketing Plan
Completion of Business Financials

22. Module 3: Report Summary of: Overview of business financials
Market characteristics
Key marketing strategies
Overview of business financials
Start-up costs, P&L, CF, etc.
Action plans from meeting(s)
Update on benefits analysis
*Submit initial list of key start-up items… never too early to begin the search for Vendors!!

23. Module 4: Business Plan Development
Training
Business structure (sole-proprietorship, LLC, etc.)
Management Summary
Operations Summary
Resources available to support SE
Implementation
Completion of Business Plan
Include all supports needed & how they will be provided

24. Module 4 Report Summary of operations plan Description of team
How all components of day to day operations will be supported
E.g, what needs to be done on a day to day basis & who will meet the need
Overview of plan for long-term support
Implementation hours requested
Final update on benefits analysis
Description of any additional start-up costs identified

25. CBTAC Benchmark Rates Initial Meeting $300
Module 1 – Business Concept Development
$1750
Module 2 – Market research & Benefits Awareness
$600
Module 3 – Marketing & Finance
Module 4 – Business Plan Development
Completed Business Plan
$2000
Business Plan Implementation – per hour
$39