1. sbtdc.org | info@sbtdc.org
The SBTDC is a business and technology development extension service of the North Carolina University System operated in partnership with the US Small Business Administration.
sbtdc.org |
Updated:
September 17, 2019

2. SBTDC Mission & Vision Mission: Vision:
Positively impact North Carolina’s economy by helping to grow small and midsize businesses and launch promising startups.
Vision:
The SBTDC is a primary contributing partner in North Carolina’s overall economic development infrastructure and the effective bridge between the state’s small businesses and the UNC System. SBTDC client businesses consistently achieve their objectives, outgrow and outperform their peers.

3. Fit with University Mission
Education/Teaching
Enhance lifetime skills of business owners
Engage students in internships and practicum course work
Research
Apply business theory to real-world problems
Conduct needs assessments, industry studies, marketing and research studies
Outreach and Engagement
NC’s leading business assistance and support resource for existing businesses.
Provide university interface with economic development organizations
NC’s “first responder” for business-related disaster recovery

4. Federal Agency Partnerships
North Carolina’s representative:
Since 1984, in the SBA’s national Small Business Development Center (SBDC) program
Since 1986, in the Defense Logistics Agency’s national Procurement Technical Assistance Center program
Since 1997, in the US Export-Import Banking’s national City-State Partnership program

5. SBTDC Funding Sources Total funding = $7.2M year Private/other 2%
Federal (SBA/DLA) 49%
I requested this information (on 2/5) from Larry for most recent year .
University 49%

6. REGIONAL CENTER OFFICES (10 regional centers, 16 offices)
SBTDC Organization
Leadership & Program Development
Strategy, Growth & Sustainability International Business Development
Tech Commercialization
Marketing & Research Services
Business Disaster Recovery
Business Launch
REGIONAL CENTER OFFICES (10 regional centers, 16 offices)
Asheville Greensboro
Boone Greenville
Chapel Hill Hickory
Charlotte Nags Head
Cullowhee Pembroke
Durham Raleigh Elizabeth City Wilmington Fayetteville Winston-Salem
Statewide Advisory Board
Administrative Operations
Field Operations
External Affairs
Communications
Management Information Systems
Grants Management
Budget
NC State University
Office of External Affairs, Partnerships and Economic Development
Assistant Vice Chancellor for
Economic Development
University of North Carolina Office of the President
Government Procurement
SBTDC / PTAC Office of the State Director
Statewide Programs & Services
PTAC
I did not make changes to this page; waiting for your review.

7. Current Operations
North Carolina

8. Results / Impact (most recent year)
Clients ,611
Counseling Hours ,381
Capital Formation $105,229,414
Jobs Created 1,806
Sales Increased $ 67,472,848
Contracts Awarded $229,486,643
North Carolina

9. Strategic Plan Driven Rolling 2-year plan Focus on 4 strategic areas
Strategically manage SBTDC talent
Help clients make their businesses better
Bridge small business needs with UNC System resources
Enhance and sustain the SBTDC’s role as NC’s recognized thought leader and primary small business assistance resource
I got this from Carol and thought I would leave it as a note for presenters.
Priority 1:
Strategically Manage Talent
Our goal is to find and keep the best people and provide development opportunities that enhance each individual’s abilities and support the SBTDC’s strategic priorities
Priority 2:
Help Clients Make Their Business Better
Our goal is to employ consistent, comprehensive couseling processes that analyze the whole business and its interdependent parts, build trust, help clients explore the future and offer pathways to make their business better.
Priority 3:
Effectively Bridge Small Business Needs to UNC System Resources
Our goal is to leverage the vast resources of the UNC System, including student and faculty talent, to improve small business outcomes.
Priority 4:
Enhance and Sustain the SBTDC’s Role as NC’s Recognized Thought Leader and Primary Small Business Assistance Resource
Our goal is to showcase our abilities to drive economic impact and advocate for small businesses.

10. Client Needs and Services
Client market segmentation approach
Pre-venture (not in business)
Emerging and small businesses (less than 10 employees)
Mid-sized companies (10 or more employees)
Economic and community development organizations
Target % resources (hours) to each segment
Needs assessment driven
Match services / tools / resources to client needs

11. Core SBTDC Services
In-depth, confidential, one-on-one business counseling focused on business foundations (money, markets and management)
Workshops, seminars and short-term management education programs
Web-based resources and publications
Applied research and advocacy, policy and program development

12. Counseling Relationships
Focus on in-depth, long-term client relationships
Average hours/case = hours
76% existing businesses
40% women-owned businesses
35% minority-owned businesses
28% rural businesses
This is another slide that I am not sure what he used to define a “long-term client relationship…
Is this the 1,672 long-term clients from the 2017(2015) Chrisman survey or some other defined group?
Once I know, I either have or can calculate the number of counseling hours (including initial and follow-ons) Should this include prep time?
I assume this would include PTAC and SBA. That is all we usually count.
I can determine the other data points.

13. Specialized SBTDC Programs & Services
Technology Development & Commercialization
Government Procurement
International Business Development
Access to Capital including Equity
Marketing & Research Services
Strategy, Growth & Sustainability
Business Launch
Publications and Web Resources
Business Disaster Recovery

14. Business Counseling Addressing such issues as:
Strategic positioning / performance
Access to debt & equity capital
Market growth / development
Human resource management
Operations
Business planning
Providing expert referrals

15. SBTDC Client Counseling
By business type - existing businesses
Agriculture, Forestry,
Fishing %
Construction – 8.2%
Other – 17.7%
Other Services 12.9%
Manufacturing %
Wholesale Trade –
5.7%
Accommodation
and Food
Services 3.6%
Professional, Scientific and Technical Services – 17.7%
Retail Trade –
8.3%
Health Care
and Social Assistance
- 5.2%
Arts, Entertainment, and Recreation – 2.9%
I was able to revise by pulling new report of businesses. I was able to determine what Bion used for each segment last year and replicate each grouping.

16. Technology Development & Commercialization
Focus on research, development, and commercialization of new technologies
New product development, licensing, and marketing
Research and development funding (SBIR/STTR)
Intellectual property issues
Networking/resource identification
Access to equity capital
University tech transfer support
Counseling focused on strategies and preparation for accessing private equity capital

17. Government Procurement
Funded in part by the Defense Logistics Agency (DLA)
Comprehensive assistance in selling goods and services to federal, state, and local governments
Identifying contracting opportunities
Preparing bids and proposals
Interpreting regulations
Locating specifications and standards
Subscribing to bidders’ lists
Conferences, workshops, webinars and other events
PROBID (computer bid matching system)

18. International Business Development
Focused on the business side of exporting
Export planning / market identification for successful, domestic companies looking to expand exports
US Export-Import Bank City-State Partner – link to loan guarantee and credit insurance services
Access to SBA export lines of credit and other financing
Assistance with logistics / supply chain management
SBTDC clients named “SBA’s Exporter of the Year” seven years in a row!

19. Marketing & Research Services
Research support services for SBTDC clients
Marketing support for the SBTDC
Support for development of new products and services
Primary research on role of small business in the economy, their needs and economic impact
Economic development-related research for NC communities & partners

20. Strategy, Growth & Sustainability
Extensive client assistance geared to help mid-size businesses with 10 or more employees enhance performance and accelerate growth
Diagnostic Assessments
Research and Analysis
Team Facilitation
Management Performance Workshops
Strategic Action Retreats
Leadership Development
“Business Edge” Partner

21. Business Launch
A focused approach to target high potential startups within the urban entrepreneur ecosystem
”Taking the Leap” - A unique, free, four week program aimed at helping participants move from thinking about starting a business to actually realizing that dream
Working with mentors and peers in a fast-paced process designed specifically to help entrepreneurs work smart and quickly to plan and launch their new enterprise

22. Publications Business Start-Up Guide Capital Opportunities Report
Guide to Conducting International Market Research
Intellectual Property Guide
Guide to Selling a Business
Annual State of Small Business
Small Business Handbook (with Business NC magazine)
Annual Report
Digital Marketing Guide

23. Business Disaster Recovery
The SBTDC is the designated lead responder to facilitate business recovery following disasters
Serves on NC Emergency Management’s Disaster Recovery Advisory Team
Establishes systematic response to business disaster losses
Facilitates access to federal and state disaster loan programs and other recovery related resources

24. Training and Workshops
Pre-venture orientations
Marketing & sales
Financial management
International trade opportunities
Access to debt and equity financing
Government procurement opportunities (PTAC)
Client-specific trainings & events
Selected co-sponsored events

25. Statewide Conferences, Seminars & Events
Marketplace and Opportunities Procurement Conferences
Annual SBIR / STTR Conference
Becoming an Investor-Ready Entrepreneur / NC Angels
Aquaculture Development Conference
Certified Global Business Professional Training
NxLeveL Workshop for Entrepreneurs
Disaster Recovery Contracting Summit
Selected Co-Sponsored Events

26. Evaluation, Outcomes & Impact
Internal systems and controls
Strategic plan driven
Annual business needs assessment
Annual work plans (state/regional)
Regular reporting, management interaction, and reviews
Client evaluations
Client financing/jobs created & retained
Annual economic impact assessment study
External peer evaluations/national accreditation required

27. NEW Client Opinions of SBTDC Counseling
98%
of clients rate SBTDC counseling as good to excellent

28. Jobs Created and Sales Growth
Cost per job generated = $1,415
I had this data and was able to update.
Source: 2019 SBTDC Impact Assessment Study

29. National Accreditation
“The NC SBTDC has a strong consistent identity and is well recognized in the state’s economic infrastructure… It is highly introspective with many examples of innovative thinking and action. They are strongly committed to measurement, evaluation of quality, and impact of its services.” ASBDC Accreditation Report

30. Questions / Discussion