1 Toolkit Appendices Small Business Technology Taskforce June 19, 2013 Eric Frederick, Program Manager, Connect Michigan Claire Glenn, Special Projects Coordinator, CEDAM Keith Lambert, Microenterprise Network of Michigan Coordinator, CEDAM These appendices were designed to be tailored and morphed to fit the needs of any given community. Edit them to your liking! Appendix I: Business Assessment Survey Template Appendix II: Asset and Resource Inventory Template Appendix III: Invitation Template Appendix IV: Recruitment Letter Template Appendix V: Press Release Template Appendix VI: Taskforce Workshop Agenda Template Appendix VII: Flyer/Promotions Text Template 2 6 7 8 10 11 12 2 Appendix I: Business Assessment Survey Template COMMUNITY Business Technology Assessment COMMUNITY is working to encourage the adoption and use of broadband and related technology by rural small businesses in Michigan. As a business in COMMUNITY, we are asking for your assistance to better understand the use of technology by our small business community. The survey should take approx. 10 minutes to complete. For questions, please contact COMMUNITY CONTACT at PHONE NUMBER or EMAIL. Thank you for your time. 1. Business Information Business Name: Primary Contact: Business Address (Street, City, State, Zip Code): Telephone Number: Email Address (if available): Business Website (if available): Please choose the category that best describes your business type: Please further describe your business in two sentences or less. o Agriculture, forestry, fishing, or hunting o Mining, quarrying, or oil and gas extraction o Utilities o Construction o Manufacturing o Wholesale trade o Retail trade o Transportation and warehousing o Information o Finance or insurance o Real estate, rental, or leasing o Professional, scientific, or technical services o Management of companies or enterprises o Administrative, support, or waste management and remediation services o Educational services o Healthcare or social assistance o Arts, entertainment, or recreation o Accommodation or food service o Public administration o Other services 3 2. Broadband Adoption Does your business currently use any type of computer technology to handle any of its functions (e.g. website, sales, cash receipts, accounting, inventory, communications, etc.)? 3. Technology Adoption Please briefly describe why your business does not use computer technology. Are you interested in learning more about internet and technology use for your business? o Yes (please go to Question 4) o No (please go to Question 3) o Yes (please go to Question 10) o No (thank you for completely this survey) 4. Broadband Adoption Does your business use the internet to handle any of its business functions? o Yes (please go to Question 6) o No (please go to Question 5) 5. Internet Adoption What is the primary reason your business does not use the internet? To the best of your knowledge, is broadband or high speed internet service available in your area? Does your business plan to subscribe to broadband service in the next 12 months? Are you interested in learning more about internet and technology use for business? o The monthly cost of internet service is too expensive o The installation cost of internet service is too expensive o Your business can do everything it needs without the internet o Internet service is too complicated o Internet service is not available in your area and you don’t want dial-up o Yes o Internet service poses a security risk o Your business does not use computers o It would take too long to train your employees on how to use the internet o The internet would be too much of a distraction for your employees o Other:________________ _________________________ o No o Yes o No o Yes (please go to Question 10) o No (thank you for completing this survey) 4 6. Internet Service Which of the following describes the type of internet access at your business? Does your current internet service meet the needs of your business? 7. Technology Use Please select the type(s) of application(s) of technology currently used by your business. (Please select all that apply). 8. Social Media Does your business use any form of social media? Please indicate the social media platforms currently used by your business. o Dial-Up o DSL (Digital Subscriber Line, from the phone company) o Cable o Dedicated services, such as T1 or T3 o Yes o No o Don’t know o Fixed wireless service through an antenna o Satellite broadband o Mobile broadband o Fiber optic service o Email o Website o E-Commerce (i.e. selling products or services online) o Online marketing (e.g. banner ads, Google AdWords, Google location services, enewsletters, etc.) o Point-of-sale software (may include bar code scanning or individual item coding) o Accounting software (e.g. Quickbooks, etc.) o Inventory control software o Video conferencing o Allow employees to telework o Voice over Internet Protocol (VoIP) telephone service (e.g. Vonage, Skype, etc.) o QR codes o Desktop sharing or webinar applications o Mobile phone service for business purposes for you and/or employees o Cloud or off-site data storage, backup, and/or recovery o Cloud-based software applications o Mobile applications o Automated time tracking software o Other:________________________ _________________________________ _________________________________ o o o o o o Flickr o Instagram o Pinterest o Other:________________________ _________________________________ _________________________________ No social media used Facebook Twitter LinkedIn YouTube 5 9. Other Technology Use Please provide any additional information regarding technology use by your business. 10. Technology Interest Are you interested in o learning more about o the use of technology o in your business? o Please select the type(s) or application(s) of o technology in which you are interested in learning. Please select all that apply. o o o o o Are you interested in learning more about social media? Please indicate the social media platforms you are interested in learning. o o o o Internet connectivity Email Website E-Commerce (i.e. selling products or services online) Online marketing (e.g. banner ads, Google AdWords, Google location services, enewsletters, etc.) Point-of-sale software (may include bar code scanning or individual item coding) Accounting software (e.g. Quickbooks, etc.) Inventory control software Video conferencing Allow employees to telework o Voice over Internet Protocol (VoIP) telephone service (e.g. Vonage, Skype, etc.) o QR codes o Desktop sharing or webinar applications o Mobile phone service for business purposes for you and/or employees o Cloud or off-site data storage, backup, and/or recovery o Cloud-based software applications o Mobile applications o Automated time tracking software o Other:________________________ _________________________________ _________________________________ Facebook Twitter LinkedIn YouTube o Flickr o Instagram o Pinterest o Other:________________________ _________________________________ _________________________________ Thank you for completing the survey. 6 Appendix II: Asset and Resource Inventory Template Resource/Asset Contact Person Phone Email Type o o o o o Taskforce lead Taskforce volunteer Broadband provider Technology resource Other o o o o o Taskforce lead Taskforce volunteer Broadband provider Technology resource Other o o o o o Taskforce lead Taskforce volunteer Broadband provider Technology resource Other o o o o o Taskforce lead Taskforce volunteer Broadband provider Technology resource Other o o o o o Taskforce lead Taskforce volunteer Broadband provider Technology resource Other o o o o o Taskforce lead Taskforce volunteer Broadband provider Technology resource Other o o o o o Taskforce lead Taskforce volunteer Broadband provider Technology resource Other Notes 7 Appendix III: Invitation Template Invitation to Get Involved: COMMUNITY Small Business Technology Taskforce Why? Technology adoption is an opportunity for our local small businesses to strengthen and grow by lowering costs, increasing revenues, reaching new markets and improving communications. We want to provide education and training to help local entrepreneurs realize this potential, to support healthy small businesses and a vibrant local economy. How? To accomplish goal, we will be developing a Small Business Technology Taskforce in COMMUNITY. This Taskforce will be a cross-sector collaboration of staff and volunteers dedicated to providing customized assistance to meet the technology education needs of local small businesses. Who? DESCRIBE ORGANIZATION(S) What? To kickstart the development of a Small Business Technology Taskforce, we will be conducting a workshop for those interested in participating in the taskforce. We want you to join us – be prepared to identify needs, brainstorm resources and put creative plans into action! When? DATE, TIME Where? LOCATION Questions? Contact NAME, TITLE at EMAIL or PHONE NUMBER 8 Appendix IV: Recruitment Letter Template DATE FULL NAME ORGANIZATION ADDRESS ADDRESS Re: Small Business Technology Taskforce in COMMUNITY Dear FIRST NAME, Small business and microbusinesses serve as a critical piece of local economies, but often struggle to grow or become sustainable. Web-based technologies can provide a critical avenue for business growth through opportunities for online marketing and social media, e-commerce and online sales, point of sale and inventory, cloud computing and access to updated information and resources. Research conducted by Connect Michigan, however, shows that many small businesses and microbusinesses, especially in rural areas, do not utilize web-based technologies, and need hands-on and one-on-one assistance to take advantage of these benefits and opportunities. In light of this, we are launching a Small Business Technology Taskforce in COMMUNITY to increase adoption and effective use of broadband and related technology by local businesses. We will be mobilizing existing resources and implementing a toolkit provided by the Michigan Rural Council, 9 Connect Michigan and the Microenterprise Network of Michigan, to educate and train business owners and entrepreneurs on the ways technology can increase revenues, decreases costs and improve communications and information sharing. We believe that this local Taskforce can serve as a sustainable advocate for providing this assistance and supporting our local businesses through opportunities to grow and thrive. To kickstart the development of a Small Business Technology Taskforce, we will be conducting a workshop for those interested in participating in the taskforce. Because of your work in our business community, we want you to join us. This is will be an opportunity for us to come together, develop partnerships, identify needs, brainstorm resources and put creative plans into action! The workshop will take place DATE, TIME, LOCATION. I sincerely hope that you will be able to join us. We believe your experience, insights and leadership will be a true asset to this Taskforce. Please RSVP to me, and feel free to contact me with any questions. SIGNATURE 10 Appendix V: Press Release Template FOR IMMEDIATE RELEASE DATE Contact: NAME TITLE, ORGANIZATION EMAIL PHONE SMALL BUSINESS TECHNOLOGY TASKFORCE LAUNCHED IN COMMUNITY CITY, STATE – ORGANIZATION is pleased to announce the launch of a Small Business Technology Taskforce to facilitate efforts to increase broadband adoption by local small businesses and microbusiness. The program will be led by LEAD ORGANIZATION, in partnership with LIST ANY PARTNERS. The Small Business Technology Taskforce will be a collaborative effort of staff and volunteers to provide localized technology training, education and assistance to entrepreneurs and business owners, highlighting the many ways broadband-related technologies can increase revenues, decrease costs and improve communications and information sharing. Ultimately, the Taskforce will aim to increase the adoption and effective use of technologies for businesses and entrepreneurs in COMMUNITY. “Access to and adoption of broadband technologies is critical to the strength of our economy and the success of our local small business and microbusiness owners,” said NAME, TITLE, ORGANIZATION. “We hope that this project will allow us to better link small businesses to the resources and technology opportunities that can help them continue to grow.” The development of a Small Business Technology Taskforce is supported by the resources and toolkit of the Michigan Rural Council, Connect Michigan and the Microenterprise Network of Michigan, which can be accessed online at rural.cedam.info. The launch of a local Taskforce will be kicked off with a workshop to plan the development and strategies of the Taskforce. INCLUDE DATE, TIME, LOCATION, ETC. DETAILS OF WORKSHOP DAY. BOILERPLATE ### 11 Appendix VI: Taskforce Workshop Agenda Template Small Business Technology Taskforce Workshop COMMUNITY DATE LOCATION LOCATION 9:00am to 3:30pm AGENDA 9:00am – 9:10am Welcome and introductions 9:10am – 9:30am Background and purpose 9:30am – 10:15am Screening of Bright Side Small Business Technology episode 10:15am – 10:30am Morning break 10:30am – 12:00pm Toolkit exploration Who do we need on the taskforce? How are we going to assess the need? 12:00pm – 1:00pm Lunch break 1:00pm – 3:00pm Workshop: creating a local Small Business Technology Taskforce What resources and partnerships can we use to meet needs? How will we deliver training and education? How will we provide follow-up and support to adopters? How will we build awareness? How do we measure success? 3:00pm – 3:30pm Next steps and follow-up 12 Appendix VII: Flyer/Promotions Text Template Business Owners, Entrepreneurs and Prospective Entrepreneurs ENTITY NAME has developed a local Small Business Technology Taskforce to help you and your business: 1. Increase revenue; 2. Decrease costs; 3. Reach new markets; and 4. Improve communications. The Taskforce is available to provide one-on-one assistance to show you how to use or improve technology-based tools for growing your business, including website development and social media; teleconferencing, cloud computing and security; accounting, inventory and point-of-sale software; and e-marketing and online sales, and more! We know you work hard to make your business a success running a business can be a 24/7 job that requires you to wear several (or all!) hats. Let our Taskforce give you tips and tools that will put technology to work for you and your business! Contact us: CONTACT INFORMATION INFORMATION ABOUT EVENTS, IF APPLICABLE