SCORE Chapter 116
Counselor Training
July 21, 2008
Harold M Horowitz
SCORE Chapter 116
Counselor Training
July 21, 2008
Topics
1. Client “Self-Help” Using Internet Tools
2. Counselor Orientation: 5-Step Process
3. Guide to Starting New Business in Florida
Client “Self-Help” Requirement
Assumption:
To start or operate a new or existing
business successfully in 2008 and beyond,
entrepreneur must be computer literate.
Off Line
On-Line
e-communicate
Security & Backup
 Ideas & Business Concepts
 Research & Demographics
 Aptitude & Guidance




Performance Tracking
Payroll & Accounting
Receivables & Payables
Etc.
National Score Website
Score Website Support Links
Examples
How To:
- Start Your Business
- Manage Your Business
- Grow Your Business
- Finance Your Business
- Apply Technology
Business Tools
- 500 Sample Business Plans
- Templates
- Quizzes
On-Line Training
On-Line Training (1 of 3)
Starting Your Business
Developing a Business Plan
Conducting a Marketing Analysis
Analyze your Competition
Targeting Your Market
Maintaining an Agile Company
Creating a Competitive Advantage
Creating a Strategic Plan
Determining Business Legal Structure
Protecting Your Business
On-Line Training (2 of 3)
Managing Your Business
(Finances)
Preparing a Cash Budget
Preparing a Balance Sheet
Managing Your Cash Flow
Running a Profitable Company
Creating a Profit and Loss Statement
Analyzing Your Financial Ratios
Protecting Your Business with Contracts
Assessing Your Company's Financial Needs
Partners and Investors
Valuing a Business
On-Line Training (3 of 3)
Grow Your Business
Foundations of Marketing
Pricing Products and Services
Building Your Brand
Promoting Your Business
Advertising Your Business
Building a Web Site
Strategies to Attract & Retain Customers
Identifying Your Sales Strategy
Business Plan Development
Using the Internet as a Resource
for
Developing a Business Plan
Creating a Draft Business Plan
Using On-Line Interactive Process (www.score.org)
Respond to Critical Questions
When completed, your inputs become “First Draft” Business Plan
Provide rented chairs, mats
& umbrellas for beach outings
Observing transport of these
Items from cars to beach.
 Concept
 Current Position
 Competition
 Industry
 Market Research
 Marketing & Sales
 Business Overview
 Personnel
 Financials
 Cash Flow
 Conclusions
 Next Steps
Save & Update Later
or
Printout Now
Evolution of the Business Plan
Detailed Business Plan
1.
2.
3.
4.
5.
6.
7.
8.
9.
10
11.
Updates &
Revisions
On-Line
“Quick Start”
Business
Plan
108 Sample Business Plans (1 of 2)
Aircraft Equipment Maker
Aircraft Rental Instruction
Artificial Flowers Import
Auto Parts Store
Auto Repair Service
Bakery
Bar and Tavern
Bed and Breakfast
Benefits Administration
Beverage Machine Retail
Brewery
Cafe Bistro Coffeehouse
Car Wash
Child Day Care Services
Children's Play Program
Children's Website
Coffee Distribution
Coffee Export
Coffee Kiosk
Coffeehouse
Computer Consulting
Computer Hardware Reseller
Convenience Store & Gas
Day Spa
Decorative Pottery
Dessert Bakery
Dinner Theater
Drapery Fabricator
Driving School
Engineering Consulting
Ethnic Food Restaurant
Export Watch Manufacturer
Fine Dining Restaurant
Formwork Construction
Furniture Manufacturer
General Freight Trucking
Global Marketing
Gourmet Food Store
Hair and Beauty Salon
Health Club
Health Plan Administration
Heavy Equipment Maker
High-Tech Marketing
Horse Reseller
Inline Skating Products
Insurance Company
Int’l Travel Agency
Internet Cafe
Irish Pub Bar
Internet Service Provider
Italian Restaurant
Lawn & Garden Services
Machine Tooling
Magazine Publisher
Mail Order Returns
Maternity Clothing
Medical Billing
Medical Equipment Dev
Mexican Restaurant
Microbrew Bar
Motel - Hunting Lodge
Multi Sport Complex
Nightclub
Sample Business Plans (2 of 2)
Nightclub
Nightclub, Dance Classes
Nonprofit Food Bank
Nonprofit Trade Assoc
Office Furniture Manu
Organic Restaurant
Painting Contractors
Pallet Manufacturer
Personal Event Planning
Personal Shopping Services
Pet Photography
Photography Studio
Physical Therapy Massage
Plastics Recycling
Print Broker
Print Shop Website
Promotional Products Maker
Real Estate Brokerage
Real Estate Management
Regional Airline
Religious Coffee shop
Retail Bicycle Shop
Retail Tennis Shop
Salsa Manufacturer
Scrap Booking Store
Self-Storage
Shaved Ice Beverage
Singles Bar
Software Publisher
Software Sales
Specialty Baker
Sports Bar
Sports Equipment Cafe
Sports Medical Equipment
Steak Buffet Restaurant
Tea Room
Theatrical Music Producers
Truck Stop
UK Furniture Manufacturer
UK High Tech Consulting
Vending Services
Wedding Consultant
Wi-Fi Kiosks
Wine Store
Yoga Center
 Free View
$99 Purchase
• > 500 Plans
• Edit
• Create
Score Workshops
Live your dream. Score can help.
Building Your Business Plan
Modified for “Quick Start Business Plan”
and evolution to actual plan
V3.0
Score Local Chapter 116
www.score-suncoast.org
941-955-1029
Score National Headquarters
www.score.org
1-800-634-0245
On-Line Resources for Counselors
www.volunteercenter.score.org
5-Step Counseling Methodology
Required For All Volunteers Joining > October 1, 2008
On-Line Training & Information for Counselors
5-Step Process
Establish an Ongoing Mentoring Relationship
Main Menu for On-Line 5-Step Training
Guidelines, Video plus Audio in Each Section
Score Workshops
Live your dream. Score can help.
Starting or Buying a
New Business
Modified to align with the new
“Guide for Starting a Business in Florida”
V3.0
Score Local Chapter 116
Score National Headquarters
941-955-1029
1-800-634-0245
www.score-suncoast.org
www.score.org
SCORE Counselor Orientation Training
Free Handout
at Start-Buy
Workshops
Counselors
Arrange for
Client Copies
if required
© 2008
SCORE
NAPLES
Checklist to Start a Business in Florida
1. Right Decision?
2. Business Plan
3. Assets & Ideas Protection
4. Professional Advisors
5. Legal Entity in Florida
6. Organizational Documents
7. Federal Tax Requirements
8. Florida State Tax Requirements
9. Business Licensing
10. Business Insurance
11. Accounting Setup & Bank Accounts
12. Employee Legal & Tax Requirements
13. Obtain More Help
1. Is Starting a Business Right for You?
“Yes?”
 Are You a Self-Starter?
- Ready to shoulder all aspects of new business
 Are You a Positive Thinker?
- Optimism (half full glass rather than half empty)
 Are You Disciplined?
- Continuous commitment to details
 Are You a Lifelong Learner?
- Accept changes & modify directions
 Can You Market Yourself & Your Business?
- Comfort zone for promoting yourself & your business
 Can You Be Objective?
- Weigh Strengths & Limitations of each opportunity
3
Step 7: Federal Tax Requirements (IRS Pub 4591)
www.irs.gov/pub/irs-pdf/p4591.pdf
New Guide Distribution
Free Handout at Start/Buy Workshop
Single Copies Arranged by Counselors
Inventory in locked draw in storage room
Sponsorship Pays Costs
Advertising on Back Label
Concluding Thoughts
1. Client “Self-Help” Using Internet Tools
2. Counselor Orientation: 5-Step Process
3. Guide to Starting New Business in Florida