1. BUSINESS PLAN December 19, 2013 for a Regional Economic Development Initiative to Enhance the Business Recruitment Function

2. THE GRANT PROJECT DEO FUNDED – Business Plan for a Regional Economic Development Initiative to Enhance Business Recruitment Function $15,000 AWARD SPECIFIC TASKS – Due: February 28 th Draft Business Plan Draft Policies and Procedures Operational Guide – Due: May 31 st Final Business Plan Final Policies and Procedures Operational Guide

3. ECONOMIC DEVELOPMENT SCOPE OF WORK Business Plan Organizational structure Definition of the regional economic development agency’s responsibilities and relationship with local economic development offices Financial projections Fund-raising strategies Operating Manual Operational Policies & Procedures Support System /Integrated Partners Result: An economic development agency initiative that will allow all counties within the region to be integrated into the organization thereby insuring collaboration and cooperation throughout the Southwest Florida region.

4. Charlotte CountyMr. Tom Patton Executive Director Collier County Mr. Bruce Register Mr. John Cox Director President & CEO Glades CountyMs. Tracy Whirls Executive Director Hendry CountyMr. Gregg Gillman Executive Director Lee County Mr. Glen Saylor Mr. Rick Michael Executive Director City of Cape CoralMr. Dana Brunett Executive Director City of Bonita Springs Ms. Christine Ross President & CEO City of Fort MyersMr. Marvin Collins Assistant City Manager Sarasota County City of Sarasota Mr. Mark Huey Mr. Jeff Maultsbury President Director City of North PortMr. Allan Lane Manager ECONOMIC DEVELOPMENT IN SW FLORIDA

5. Southwest Florida Economic Development Alliance CEDS Working Group Economic Development Directors Alliance ED Directors ENVIRONMENT

6. COLLABORATION Define our region Define roles Define our strengths Enhance existing partnerships Define our needs

7. TENATIVE PROJECT SCHEDULE

8. LIST OF QUESTIONS: ED Directors 1.What features of a regional economic development effort would be useful? 2.What do you NOT want this regional effort/entity to do? 3.How do you define this region? 4.How do you define EDO Leaders in the Region? 5.How would you enhance the Business Recruitment Function in SWFLA? 6.Explain your idea of Regional Marketing. 7.What Data would be useful to share from a regional perspective? 8.How should Prospects be handled from your perspective? 9.When you are asked about Universities in the region – what is your first response? 10.How many staff members do you currently employ? 11.Which Regional Entity do you know the most about in the State of Florida? JaxUSA Florida’s Great Northwest Greater Fort Lauderdale Alliance Metro Orlando Space Coast Tampa Bay Partnership Florida’s Heartland REDI Other

9. HIGHLIGHTS What would be Useful Data Repository Branding Lead Sharing/Generation Leverage Resources Regional Advocacy Forums Data to be shared Sites/Real Estate Workforce GIS Data Infrastructure Airports Broadband Electricity Business Highlights Environmental Attractions Important Assets/Photographs Target Industries DO Not Want Conflict with Local efforts Reduce existing Funding Regional entity to work leads Over Management On December 19 th, local Economic Development Directors came together from the region (Charlotte, Collier, Glades, Hendry, Lee & Sarasota Counties, including City of Cape Coral, City of North Port, Bonita Springs, and Naples).

10. THE FUNDAMENTALS WHAT IS BEST FOR OUR REGION Option 1 (CEDS Vital Project) Promote Centralized Data Regional Marketing Effort Option 2 Lead Generation One Point of Contact Option 3 Data Repository Regional Marketing Recruitment Retention Expansion Option 4 (ALL IN ONE) Data Marketing Lead Generation One Contact Recruitment Retention Expansion Option 1: Regional Economic Development Executive Directors Consensus, December 19 th.

11. NEEDS MARKET ANALYSIS DATA for Business Plan SOCIAL MEDIA MARKETING PLAN for Economic Development MEETING FACILITATION with Alliance, Economic Development Directors and other key players BRANDING VS MARKETING Workshop INTEGRATED REGIONAL WEB-PRESENCE Sarasota EDC recognized at the FEDC conference for their website http://www.edcsarasotacounty.com/ http://www.edcsarasotacounty.com/ INDUSTRY CLUSTER ANALYSIS for Southwest Florida TARGETED INDUSTRY STRATEGY for Southwest Florida

12. WHATS THE TARGET

13. Executive Summary Developing an organizational framework (Background and Approach) – Vision – Mission Market Analysis Organization & Management Services or Products Marketing Funding Request Financial Projections Appendix (optional) BUSINESS PLAN

14. POLICIES & PROCEDURES Mission Statement Products & Services Goals/Values Organizational Chart Organization – How and to whom calls are referred – Information requested from the contact – Operational plan – Outreach Plan Marketing – Printed Materials Lifecycle – Lead Generation – Fundraising People – Board Recruitment – Positions – Job Descriptions Technology – Web Presence Capital – Financial Statement

15. facebook.com/SWFRPC twitter.com/SWFRPC Youtube.com/SWFRPC Search for the SWRPC on Linkedin! For more information please contact us at: socialmedia@swfrpc.org Jennifer Pellechio, ED Program Manager 239.338.2550 ext. 218 jpellechio@swfprc.org www. swfrpc.org Margaret Wuerstle Executive Director 239.338.2550 ext. 222 mwuerstle@swfprc.org