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HomeMy WebLinkAbout6. Startup to Scaleup Business Planning Workshop_10-01-2020Events RFP 18/19/20/21: Startup to Scaleup Business Planning Workshop EVENT & APPLICANT OVERVIEW 0. Email contact lauren@northwestsbdc.org 1. What is the name of your event/program? Startup to Scaleup Business Planning Workshop 2. Please select the event category for your RFP. Education & Enrichment (EE) 3. Is this a new event or program? Yes 4. Are you a first time submitter for the Town of Vail Commission on Special Events funding program? Yes 5. Amount of 2021 funding requested $10,000 5.a. Have you applied for Vail Town Council Funding or In-Kind support for 2021? No 6. Proposed Event/Program Start Date 10/08/2021 7. Proposed Event/Program End Date 10/09/2021 7.a. If you have more than a single date range, please list all your event/program dates here in this format MM/DD: 8. Are your event/program dates set or could they changed? Event dates are flexible and can be changed 9. Name of person completing the application Lauren Ciarallo 9a. Title of person completing the application Program Coordinator 10. Provide name of person or entity to whom the funding check will be cut. Northwest Colorado Small Business Development Center 11. Mailing Address Street 500 Broadway 12. City Eagle 13. State Colorado 14. Zip Code 81631 15. Telephone number 970-471-4752 16. Email address lauren@norhtwestsbdc.org 17. Event/program and/or organization website www.northwestsbdc.org 18. Number of years organization has been in business 10 19. Organization's Mission Statement Help small businesses grow and prosper. We do this by providing free and confidential consulting and no- or low-cost training programs. We have a team of business experts ready to help you create and retain jobs, secure loans, increase sales, win government contracts, obtain certifications and more. The SBDC combines information and resources from federal, state and local governments with those of the education system and private sector to meet the specialized and complex needs of the small business community. We believe that every entrepreneur should have access to expertise, relationships and an understanding of the business community at large. While we cannot eliminate risk, we work to minimize it by helping clients write comprehensive business plans, conduct financial forecasts, strategize marketing tactics, apply for funding, and improve operations. Let us help maximize your business potential. 20. Organization's Tax Status Non-Profit (501C-3) 21. If applicable, please attach current State Department of Revenue Certificate with this application. NorthwestSBDCEIN.pdf 22. Does the event or program benefit a charity or organization? No EVENT DESCRIPTION 1. Is this a new or existing event/program in Vail? Existing 1a. How many years has the event or program been produced in Vail? 4 1b. Please describe the location(s) of the event or program in previous years. This event was hosted at the Grand View Room in Lionshead in 2019, and the 2020 Demystifying Entrepreneurship program has pivoted to a virtual format. 2. Please provide a detailed description of the event/program and its activities. We have partnered with the Leeds School of Business at the University of Colorado, Boulder to bring this program for the past four years. We focus on different stages of business planning, including Demystifying Entrepreneurship and Startup to Scaleup. Overarching program goals: - Diversify our local economies with new businesses - Grow and retain professional career opportunities - Support existing businesses in an ever-changing economy - Expand the network of consulting support and expertise available to rural entrepreneurs On Friday evening we will kick off the workshop and then host a cocktail reception at at local small business. On Saturday morning we bring the group back together for a light breakfast at the meeting venue and jump back into the workshop content. Lunch will be served to the group in the meeting room and the 'graduation ceremony' and recap will take place around 1PM/2PM. 3. Please list the specific venues that you plan to utilize, including dates and times, and whether or not you have contacted them to confirm availability. The Event Producer is responsible for booking and securing any necessary venues. We would like to be able to host the event in person again in 2021 and would like to use the Grand View Room again. We have not secured the venue yet, but are also open to hosting this workshop at another venue. 4. Do you plan to use Vail Recreation District Facilities? No 5. If any of the event/program takes place outside of the Town of Vail, please explain where the event will take place and why. No ENVIRONMENTAL PRACTICES 1. Which of these environmental practices will you commit to executing at your event/program? Use of recyclable materials - banners, paper, etc., Ban use of plastic bags, Remind guests to bring re-usable bags and water bottles, Encourage use of bicycles, buses, shuttles, carpools, walking or public transit to event, Recycling required in all areas of event, Use eco-friendly serving utensils (compostable or recyclable), Ban styrofoam, not allowed within town limits, Compost food waste, Provide water bottle filling stations 2. Please describe your commitment to environmental sustainability and detail measures that will be taken during your event to ensure minimal environmental impact and sustainable best practices. If we are able to host this event in person in 2021 and if the health safety standards mirror pre-COVID-19 standards then we will commit to the following: -No use of single serve disposables at the event (cutlery, glassware, etc.) -We will provide water stations with glass for all beverages and encourage participants to bring their own water bottles. -We will require the caterer to compost all food waste -We will recycle any materials that were used during the workshop (paper, printed collateral, etc.) EVENT/PROGRAM PARTICIPANTS 1. Number of participants (athletes, artists, exhibitors, etc.) anticipated 35 2. Number of volunteers needed 0 3. Number of event/program staff 2 4. Estimate of total number of spectators/attendees anticipated 0 SCORECARD CRITERIA QUESTIONS 1. EE - Brand Fit: How will your event support the mission and vision of the Vail Town Council? Our focus on Rural Strategic Development ensures a strong economy to support our people and their businesses through all phases of growth. Since our inception, we have seen thousands of entrepreneurs launch successful startups, expand existing businesses or return to profitability. 2. EE - Brand Fit: How will your event or program support Vail brand identity? Potential to build the Vail Brand as an educational destination. Our goal is for attendees to develop businesses within our local economy that contributes to the overall growth and success of Vail. 3. EE - Potential: How will the event or program enhance Leadership Skills: locally, nationally and internationally? This program is designed to foster the entrepreneurial spirit of aspiring (and existing) small business owners in the Vail Valley. Attendees are immersed in workshops where they learn how to own and lead their own companies. Each attendee also receives a University of Colorado Leeds School of Business Certificate of Completion. Overarching program goals: - Diversify our local economies with new businesses - Grow and retain professional career opportunities 4. EE - Potential: What opportunities does the event or program have to foster a health and wellness reputation for Vail? None 5. EE - Potential: How will the event or program provide opportunities for intellectual dialogues and problem solving This workshop is designed to inspire and promote intellectual dialogue between aspiring entrepreneurs, existing small business owners and professors from the Leeds School of Business at the University of Colorado Boulder. 4. EE - Potential: How will the event or program deliver an educational component? We host (2) experienced professors from the Leeds School of Business at the University of Colorado Boulder to teach this workshop. The professors are also experienced entrepreneurs and successful business owners. We will also curate a panel discussion with (3) local entrepreneurs to impart their knowledge and experience. 5. EE - Event Timing: How is it the right event or program at the right time? October is the perfect time for people to take the time to immerse themselves in self-growth and educational opportunities. October is also typically a slower month for Vail and this would help generate room nights and provide local business with additional revenue in an off-peak period. 6. EE - Demographic Fit: How will your event/program attract target markets of both visitors and community members? Our event is focused on bringing aspiring entrepreneurs, existing small business owners and community members that are interested in supporting the entrepreneurial spirit within the Vail Valley. 7. EE - Community Enrichment: What is the lasting community involvement opportunity and/or lasting community benefit of the event or program? We are reimagining how we can best support small business owners. In the last year, the Northwest SBDC has seen more interest in rural Colorado from entrepreneurs. That interest has only increased as a result of the pandemic. People want to move here, and they want to start businesses here. People who are laid off or underemployed are brushing off their business plans and looking to turn side hustles into companies. Out of recession comes opportunity. We want to make sure that there are resources available to support rural Colorado business development so that the trend continues. We need to provide tools in Rural Colorado to help entrepreneurs with a vision realize success. 8. EE - Growth Potential: How will the event or program deliver fresh content and enhanced experiences? The content is constantly being reevaluated and adjusted to be relevant for the workshop. The learning objectives of this workshop included: Develop an understanding for what it takes to be an entrepreneur Understand the process to create a value proposition Determine ways to be different and establish a competitive advantage How to get your first ten customers Grasp entrepreneurial economics and fundraising 9. EE - Growth Potential: How will the event or program achieve recognition and drive participation? We will drive participation by designing a robust integrated marketing campaign that also includes recognition from community organizations. 10. EE - Marketing Strength: What is the marketing reach for the event or program? (Reach refers to the total number of different people or households exposed, at least once, to a medium during a given period.) Our newsletter and email database has over 6,000 subscribers that will see this event promoted for at least two months prior to the start of the event. In addition, we have the support of the entire Colorado SBDC network which promotes events and workshops at each of the (15) regional SBDC's across the state. We also have a long-standing Facebook page where our boosted event posts typically reach 3,000 per boosted post (~average 4 days, Eagle County focused). 11. EE - Marketing Strength: How will the event or program leverage media and attract donor and sponsorship support? We are working closely with local media and foster those relationships to promote our workshop (print, digital, radio). 12. EE - Producer Qualifications: Explain the event or program producer’s quality, knowledge and resources to sustain and grow the event. We have been producing and executing this event twice a year (spring program is done in another NW Colorado region) for the past (4) years. Erin McCuskey, NW Colorado SBDC Regional Director, joined the Northwest SBDC in July of 2019, at the time when Eagle County became the new host for the program. She is a 14-year resident of Eagle County, and has worked throughout the Northwest Colorado region in previous roles. Her background in organizational development, human resources, recruitment and training was the right fit to develop a new structure and to scale the Northwest SBDC program. The director serves as the primary consultant for the SBDC, in regular communication with federal, state, and local partners to identify small business opportunities for the region. The SBDC director serves as the regional eyes and ears for emerging small business initiatives in the region, promoting these local efforts and success stories to grant funders and industry experts who can spotlight the work of the region on a larger scale. While there are tools and best practices to pull on made available through the national and state SBDC’s, the opportunity to build out the program to make it a service for Northwest Colorado is in the hands of the director and local advisors. As such, the director is responsible for consultant recruitment, program development, fundraising, and identifying and meeting the goals identified by federal, state, and local partners. Erin has a genuine interest in understanding what makes each community of Northwest Colorado unique and understanding the challenges small businesses face in the region. She has invested time into a plan to promote a successful regional SBDC for long term sustainability. The Northwest SBDC rose to the occasion to provide pandemic support with exceptionally limited resources, our services are proven, and we are now poised to grow. EVENT ECONOMIC IMPACT 1. Potential benefits to the Town of Vail - Estimate number of room nights for your event or program. 60 2. Potential benefits to the Town of Vail - Potential benefits to the Town of Vail - Estimate increased spending generated by your event or program. $10,000 Example: Increased spend by attendees in restaurants, shops, lodging or activities. 3. Potential benefits to the Town of Vail - What estimated return on investment (ROI) in dollars should the Town of Vail expect? $30,000 ROI in this case refers to for each dollar the event/program is funded, how many dollars will be received by the Town of Vail from event impact.) Example: Estimated ROI - Formula: # of attendees x total average spending = $ (2000 attendees) x ($240 daily spend ) = $480,000 4. Explanation of how you will direct prospective attendees to book lodging within the Town of Vail and a description of how you will track the number of lodging nights generated. REMINDER: Per the CSE funding agreement, the event producer is REQUIRED to direct attendees to book in Town of Vail hotels and lodges. We will work with a host hotel to contract a group rate for event attendees. We will include a link to book and rate information on our website. We (SBDC) will also pay for the Vail lodging for the professors leading the course for (2) nights. Our goal is for attendees to bring their families and stay additional nights within the Town of Vail. BUDGET Using the provided budget template, provide a detailed estimated event/program budget, including anticipated revenues and expenses. 1. Describe how you will use the funds requested from the CSE. We will use the funds for the following: -Venue -Event Rentals -Cocktail Reception at a Town of Vail business -Catering (will use a Town of Vail business) -Lodging and travel for Instructors and key partners 2. Please upload the provided complete event/program budget template here. 2021 CSE Event Budget_STARTUP TO SCALEUP.xlsx 3. What percentage % of the total event/program budget is the CSE being asked to fund? 70 4. If the event/program is not funded at full request, how will the event change with a lower funding allocation? We will need to remove the cocktail receptions, adjust the catering spend with local businesses and review AV and venue/facility rental fees and options. 5. Should the CSE decide not to support this event/program at all, will it still occur? Yes 6.What dollar amount of the total event/program revenue do you expect the event itself to generate? (ticket sales, merchandise, food and alcohol sales, etc.) 2,875 7. Do you intend to host the event or program in Vail beyond 2021? Yes 7a. How many years beyond 2021? 4+ 7b. Do you anticipate requesting funding from the CSE for 2022? Yes MARKETING Please upload your event/program marketing plan and budget, include strategy, channel, method, budget and execution dates. 2021 CSE Media Plan_STARTUP TO SCALEUP.xlsx 1. Objectives: What are you trying to accomplish through your marketing efforts? We want to reach local residents within our community that have a desire to start their own business or grow their existing business. We want to promote this workshop as a prestigious educational opportunity that will help them reach their goals. 2. Strategy: How will you meet your objectives? We will have at least 30 attendees participate at this workshop, as well as local media coverage. 3. Audience: Who is your audience? (You may choose more than one.) Local residents 4. Activation: Detail in town/in village activation opportunities to promote your event or program. (Definition of Activation: Create an expanded presence throughout the community and stimulate the participation of the merchants, restaurants, bars and lodges.) We will bring post flyers at local businesses to promote the event. 5. Channels: Which of these channels will you utilize to promote your event or program? (You may select more than one.) Print - Local, Print - Regional, Editorial, Radio, Online Event Listings, E-newsletters, Web, Media Plan/Public Relations, Facebook, Instagram, Twitter, Posters, Flyers, Partnerships, Local Vail Businesses 6. Please list contact information for your Media Relations or Public Relations staff or firm. 6a. Name Lauren Ciarallo 6b. Telephone Number 970-471-4752 6c. Email Address lauren@northwestsbdc.org SPONSORSHIPS & PARTNERSHIPS 1. What is the dollar $ amount of sponsorships and/or partnerships from other sources reflected in the event/program budget? $0 1a. What is the dollar $ amount of in-kind services or items provided from sponsors or partners? $0 2. Please list your confirmed sponsors or partners. Eagle County Government is the 'host' of the Northwest Colorado Small Business Development Center and has committed to host our program for five years. CU Boulder and Leeds School of Business is a confirmed partner for the next 5 years. 3. Please explain the potential for additional sponsorships or partners. We would like to partner with the Town of Vail to host this event. 4. Please upload your sponsorships/partnerships presentation, pitch deck or letter. (Document sent to prospective partners or sponsors which provides benefits for participating in your event/program.) NORTHWEST SBDC_DEMYSTIFYING ENTREPRENEURSHIP VAIL VALLEY 2020_PRESS RELEASE.pdf REQUEST FOR FACILITY RENTAL FEE RELIEF FROM THE TOWN OF VAIL This form does not guarantee approval of requested listed facilities. This is your ONLY opportunity to apply for 2018 rental relief for facilities, no other requests will be accepted. Please note that certain town services are not available as in-kind, such as permit fees, barricade rental, banner fees, extra duty police officers, Zero Hero,etc. 1. Do you need facility rental relief? Yes 2. Do you need rental relief for Donovan Pavilion? No 3. Do you need rental relief for Grand View Room? Yes 4. Do you need rental relief for Dobson Arena? No 3a. Grand View Room - number of days requested 2 3b. Start Date for Grand View Room rental 10/08/2021 3c. End Date for Grand View Room rental 10/09/2021 3d. Do you need to add a second set of dates for the Grand View Room? No 3g. If your request for the Grand View Room is for more than 2 days, please list out your other requested dates in this format, MM/DD. 3h. Please describe proposed use of Grand View Room facility. Workshop on Friday & Saturday (classroom). Group will eat breakfast and lunch in this room on Saturday. 3i. Total in-kind value for Grand View Room rental 2000 ADDITIONAL INFORMATION Are there any questions you have for the CSE or other things you'd like to share with the board that are not included in the application? REQUIRED ATTACHMENTS 2020 Event Recap Demystifying Entrepreneurship Yampa Valley 2020_RECAP.pdf Organization rosters naming all officers, board of directors and respective positions as relevant OPTIONAL ATTACHMENTS List any URLs where additional information can be found, including photos, videos or other content relevant to your application. www.northwestsbdc.org/nwsbdc-events https://clients.coloradosbdc.org/workshop.aspx?ekey=140400004 Upload any other relevant materials such as: event photos, videos, PR coverage, articles, sample event branding 1.jpg Upload any other relevant materials such as: event photos, videos, PR coverage, articles, sample event branding 2.jpg Upload any other relevant materials such as: event photos, videos, PR coverage, articles, sample event branding Yampa # 9.jpg RFP QUESTIONS AND KEY MEETING DATES We encourage questions about the RFP to be sent via email to Jeremy Gross - jgross@vailgov.com. Phone calls for further discussion can be scheduled over email as well. Monday, August 26: Questions about the RFP are due via email to jgross@vailgov.com Friday, August 30: Submitted questions and answers will be emailed to applicants. Wednesday, October 2: Regular CSE Meeting, Recaps will be presented Thursday, October 10: Qualifying applications will be reviewed and producers interviewed by the CSE at a special meeting. Wednesday, October 16: Final funding allocations will be determined by the CSE at a special meeting. Tuesday, November 5: The Town Council will review the CSE funding allocations. Wednesday, November 6: Regular CSE Meeting Thursday, November 7: Applicants will be notified of their preliminary funding allocations. Monday, December 16: Applicants will be notified of their final funding status after the last date for the Vail Town Council to call up any funding decisions. --->The "Save Draft" button below allows you to save your application and come back to work on it again. --->The "Save" button is for when your application is complete and ready to submit. ---> Your application has not been formally submitted until you navigate to the Menu page and click "Submit Request". You will receive a confirmation email once your application has been submitted.<--- Linked Contact Lauren Ciarallo Number Events RFP 18/19/20/21: File Attachments 21. If applicable, please attach current State Department of Revenue Certificate with this application. NorthwestSBDCEIN.pdf 2. Please upload the provided complete event/program budget template here. 2021 CSE Event Budget_STARTUP TO SCALEUP.xlsx Please upload your event/program marketing plan and budget, include strategy, channel, method, budget and execution dates. 2021 CSE Media Plan_STARTUP TO SCALEUP.xlsx 4. Please upload your sponsorships/partnerships presentation, pitch deck or letter. (Document sent to prospective partners or sponsors which provides benefits for participating in your event/program.) NORTHWEST SBDC_DEMYSTIFYING ENTREPRENEURSHIP VAIL VALLEY 2020_PRESS RELEASE.pdf 2020 Event Recap Demystifying Entrepreneurship Yampa Valley 2020_RECAP.pdf Upload any other relevant materials such as: event photos, videos, PR coverage, articles, sample event branding 1.jpg Upload any other relevant materials such as: event photos, videos, PR coverage, articles, sample event branding 2.jpg Upload any other relevant materials such as: event photos, videos, PR coverage, articles, sample event branding Yampa # 9.jpg DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE CINCINNATI OH 45999-0023 Date of this notice: 01-24-2019 Employer Identification Number: 83-3285555 Form: SS-4 Number of this notice: CP 575 A NORTHWEST SMALL BUSINESS DEVELOPMENT FOUNDATION NORTHWEST SBDC For assistance you may call us at: % LYNDSEY BROZYNA 1-800-829-4933 PO BOX 3004 EDWARDS, CO 81632 IF YOU WRITE, ATTACH THE STUB AT THE END OF THIS NOTICE. WE ASSIGNED YOU AN EMPLOYER IDENTIFICATION NUMBER Thank you for applying for an Employer Identification Number (EIN). We assigned you EIN 83-3285555. This EIN will identify you, your business accounts, tax returns, and documents, even if you have no employees. Please keep this notice in your permanent records. When filing tax documents, payments, and related correspondence, it is very important that you use your EIN and complete name and address exactly as shown above. Any variation may cause a delay in processing, result in incorrect information in your account, or even cause you to be assigned more than one EIN. If the information is not correct as shown above, please make the correction using the attached tear off stub and return it to us. Based on the information received from you or your representative, you must file the following form(s) by the date(s) shown. Form 941 04/30/2019 Form 940 01/31/2020 Form 1120 04/15/2020 If you have questions about the form(s) or the due date(s) shown, you can call us at the phone number or write to us at the address shown at the top of this notice. If you need help in determining your annual accounting period (tax year), see Publication 538, Accounting Periods and Methods. We assigned you a tax classification based on information obtained from you or your representative. It is not a legal determination of your tax classification, and is not binding on the IRS. If you want a legal determination of your tax classification, you may request a private letter ruling from the IRS under the guidelines in Revenue Procedure 2004-1, 2004-1 I.R.B. 1 (or superseding Revenue Procedure for the year at issue). Note: Certain tax classification elections can be requested by filing Form 8832, Entity Classification Election. See Form 8832 and its instructions for additional information. IMPORTANT INFORMATION FOR S CORPORATION ELECTION: If you intend to elect to file your return as a small business corporation, an election to file a Form 1120-S must be made within certain timeframes and the corporation must meet certain tests. All of this information is included in the instructions for Form 2553, Election by a Small Business Corporation. (IRS USE ONLY) 575A 01-24-2019 NORT B 9999999999 SS-4 If you are required to deposit for employment taxes (Forms 941, 943, 940, 944, 945, CT-1, or 1042), excise taxes (Form 720), or income taxes (Form 1120), you will receive a Welcome Package shortly, which includes instructions for making your deposits electronically through the Electronic Federal Tax Payment System (EFTPS). A Personal Identification Number (PIN) for EFTPS will also be sent to you under separate cover. Please activate the PIN once you receive it, even if you have requested the services of a tax professional or representative. For more information about EFTPS, refer to Publication 966, Electronic Choices to Pay All Your Federal Taxes. If you need to make a deposit immediately, you will need to make arrangements with your Financial Institution to complete a wire transfer. The IRS is committed to helping all taxpayers comply with their tax filing obligations. If you need help completing your returns or meeting your tax obligations, Authorized e-file Providers, such as Reporting Agents (payroll service providers) are available to assist you. Visit the IRS Web site at www.irs.gov for a list of companies that offer IRS e-file for business products and services. The list provides addresses, telephone numbers, and links to their Web sites. To obtain tax forms and publications, including those referenced in this notice, visit our Web site at www.irs.gov. If you do not have access to the Internet, call 1-800-829-3676 (TTY/TDD 1-800-829-4059) or visit your local IRS office. IMPORTANT REMINDERS: * Keep a copy of this notice in your permanent records. This notice is issued only one time and the IRS will not be able to generate a duplicate copy for you. You may give a copy of this document to anyone asking for proof of your EIN. * Use this EIN and your name exactly as they appear at the top of this notice on all your federal tax forms. * Refer to this EIN on your tax-related correspondence and documents. If you have questions about your EIN, you can call us at the phone number or write to us at the address shown at the top of this notice. If you write, please tear off the stub at the bottom of this notice and send it along with your letter. If you do not need to write us, do not complete and return the stub. Your name control associated with this EIN is NORT. You will need to provide this information, along with your EIN, if you file your returns electronically. Thank you for your cooperation. (IRS USE ONLY) 575A 01-24-2019 NORT B 9999999999 SS-4 Keep this part for your records. CP 575 A (Rev. 7-2007) ---------------------------------------------------------------------------------------------- Return this part with any correspondence so we may identify your account. Please CP 575 A correct any errors in your name or address. 9999999999 Your Telephone Number Best Time to Call DATE OF THIS NOTICE: 01-24-2019 ( ) - EMPLOYER IDENTIFICATION NUMBER: 83-3285555 _____________________ _________________ FORM: SS-4 NOBOD INTERNAL REVENUE SERVICE NORTHWEST SMALL BUSINESS CINCINNATI OH 45999-0023 DEVELOPMENT FOUNDATION NORTHWEST SBDC % LYNDSEY BROZYNA PO BOX 3004 EDWARDS, CO 81632 Expenses Event/Program Budget for STARTUP TO SCALEUP > Expenses Estimated Actual Total Expenses $14,600.00 $0.00 Site/Location/Operations Estimated Actual Food & Beverage Estimated Actual Rental fees $2,000.00 Social food + Beverage $5,000.00 Insurance $0.00 Non-social food + Beverage $4,000.00 Sound/AV $600.00 <insert Other>$0.00 Construction or Equipment $0.00 <insert Other>$0.00 Trash/Composting $0.00 Total $9,000.00 $0.00 Utilities $0.00 Labor $200.00 Program/Lodging Estimated Actual Traffic Control $0.00 Entertainment $0.00 Banners - Printing &$0.00 Speakers $0.00 Signage $0.00 Travel $250.00 Collateral $150.00 Hotel $1,200.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 Total $2,950.00 $0.00 Total $1,450.00 $0.00 Marketing Estimated Actual Prizes Estimated Actual Advertising - Radio $250.00 Prizes $0.00 Advertising - Print $500.00 Cash Purse $0.00 Advertising - Social Media $250.00 Total $0.00 $0.00 Public Relations $0.00 Sales Team Expenses $0.00 Media TV, Production & Distribution $0.00 Graphic Design $0.00 Expenses Website $0.00 Collateral Materials $0.00 Printing $0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 Total $1,000.00 $0.00 Marketing Estimated Actual Telephone/Internet $0.00 Photography $0.00 Transportation $0.00 Permit Fees $0.00 Postage/Shipping $100.00 In Kind Trades $0.00 Supplies-Office or Other $100.00 Demographic Survey $0.00 Sales Tax $0.00 <insert Other>$0.00 <insert Other>$0.00 <insert Other>$0.00 Total $200.00 $0.00 Income Event/Program Budget for STARTUP TO SCALEUP > Income Estimated Actual Total Income $12,875.00 $0.00 Tickets/Admissions Estimated Actual Estimated Actual 15 FULL PRICE @ $150.00 $2,250.00 5 EARLY BIRD DISCOUNT @ $125.00 $625.00 $2,875.00 $0.00 Programs/Advertising Estimated Actual Estimated Actual 8 SCHOLARSHIPS @ $0.00 $0.00 2 PARTNERS @ $0.00 $0.00 0 Quarter-pages @ $0.00 $0.00 0 <Insert Other> @ $0.00 $0.00 0 <Insert Other> @ $0.00 $0.00 0 <Insert Other> @ $0.00 $0.00 $0.00 $0.00 Exhibitors/vendors Estimated Actual Estimated Actual 0 Large booths @ $0.00 $0.00 0 Med. booths @ $0.00 $0.00 Small booths @ $0.00 $0.00 0 <Insert Other> @ $0.00 $0.00 <Insert Other> @ $0.00 $0.00 0 <Insert Other> @ $0.00 $0.00 $0.00 $0.00 Revenue from other items Income Estimated Actual Estimated Actual 0 Cash Sponsorships @ $0.00 $0.00 0 In Kind Sponsorships @ $0.00 $0.00 0 Donations @ $0.00 $0.00 1 CSE Funding @ $10,000.00 $10,000.00 0 Grants @ $0.00 $0.00 0 <Insert Other> @ $0.00 $0.00 0 <Insert Other> @ $0.00 $0.00 0 <Insert Other> @ $0.00 $0.00 $10,000.00 $0.00 Summary Event/Program Budget for STARTUP TO SCALEUP > Profit - Loss Summary Estimated Actual Total income $12,875.00 $0.00 Total expenses $14,600.00 $0.00 Total profit (or loss)-$1,725.00 $0.00 Estimated Actual $0.00 $2,000.00 $4,000.00 $6,000.00 $8,000.00 $10,000.00 $12,000.00 $14,000.00 $16,000.00 Total income Total expenses Sheet1 EVENT NAME: STARTUP TO SCALEUP-NW CO SBDC August September October Wk 1 Wk2 Wk3 Wk4 Wk 1 Wk2 Wk3 Wk4 Wk 1 Wk2 Wk3 Wk4 Event Media Plan Local (Eagle County) PRINT-Vail Daily 2 2 2 2 3 3 PRINT-Daily Weekly 1 1 1 1 1 1 SOCIAL-Facebook posts 1 1 1 1 1 3 Radio (TBD)5 5 5 5 Offer % off Reg Full Price Event Week DRAFT ​For Immediate Release Media Contact Erin McCuskey, Regional Director, Northwest SBDC, (970) 471-1262, ​erin@northwestsbdc.org Media Images​: ​https://drive.google.com/drive/folders/1LDGThQh3UkFno4R6KuL2Jh8p5SW56bUJ?usp=sharing Demystifying Entrepreneurship Returns to the Vail Valley Oct. 9 & 10, 2020 This year’s workshop will be hosted virtually, ​including small group breakout sessions and practical exercises to ​put business ideas into action and ​find success at entrepreneurship EAGLE COUNTY, Colo., Sept. 24, 2020 - ​Demystifying Entrepreneurship ​returns this October 9 & 10 in a new virtual format to allow people to tap into the possibility of doing business in the Vail Valley from wherever they currently sit. As in years past, ​The Northwest Colorado Small Business Development Center (SBDC)​ and The University of ​Colorado Boulder Leeds School of Business Deming Center for Entrepreneurship (CU Boulder)​ are collaborating to host this program and support small business growth and development in the Vail Valley. This CU Boulder certificate course will impart a framework to help entrepreneurs develop sought-after products and services, avoid pitfalls and succeed at entrepreneurship. This year’s workshop will be taught by ​Erick Mueller​ and ​Cynthia Banks​, entrepreneurs and award-winning professors at the Leeds School of Business. This valuable program is designed for aspiring entrepreneurs as well as current small business owners. This course provides existing businesses with a fresh perspective to explore new growth opportunities while providing the perfect primer for entrepreneurs navigating their way through the business start up process. Event participants can also expect resiliency and innovation as a theme discussed throughout the program. The two-day virtual workshop kicks off on Friday, October 9 from 5:00 to 8:00 p.m. and regroups on Saturday, October 10 from 8:00 a.m. to 1:00 p.m. The dynamic content includes small group breakout sessions, practical exercises to test and improve the viability of a business model and opportunities throughout the year for continued engagement and mentorship. Cost for the workshop and ongoing cohort support is only $50, with scholarships available. This is the fourth installment of the workshop in the Vail Valley, which has hosted some now well-known entrepreneurs. “It’s amazing to reflect on the businesses that have launched out of this series; brand names that we now recognize in the valley that continue to grow,” said Erin McCuskey, Northwest SBDC Regional Director. “The entrepreneurs have the concepts and the work ethic, but this class can be a source of inspiration to jump in and to keep going.” McCuskey also commented that the SBDC has seen an uptick in inquiries about startups come out of this pandemic, which she said isn’t surprising because new business is often born out of recession. “This is a great time to test ideas and to see if there is an opportunity to put them into action.” This virtual workshop was also hosted for a local cohort in August, and wrapped up with exceptional  feedback. Participants created personal connections after a Friday evening and Saturday morning on  Zoom.     “I would highly recommend this class to others, I really enjoyed the group format and the overlap of the  diverse backgrounds and experience levels,” said Matt Hayden, owner of Elevated Colorado Management  Services in Eagle and recent graduate of the Demystifying Entrepreneurship workshop. “Meeting on  Zoom made it easier to connect. I actually look forward to continuing to meet virtually."   Instructors: ERICK MUELLER​: ​Executive Director; Adjunct Professor-Deming Center for Entrepreneurship Erick Mueller has helped businesses grow throughout his career. He started his career with DOT First Aid & Safety where he was promoted from a student intern to Vice President. He helped the organization grow from $2.2 million in annual sales to over $5 million in two years. Fresh from this experience, he founded Vision Co., a corporate training and consulting organization. As CEO and President, he grew the business to over $300,000 in annual revenue. Mueller then co-founded and was Vice President of Sales for Achieve.com, an interactive Web service. He created the new selling process and led its growth to over 10,000 customers. Mueller also co-founded Real Measure and EyeThink Corp., computer-based instrumentation businesses. He successfully negotiated and sold EyeThink Corp. to a Fortune 50 company. Currently, Mueller is Chairman and co-founder of Funovation, which creates heart-pounding addictive attractions that require brain and brawn. He has led the company from an idea to over 180 locations throughout 21 countries. Funovation has been awarded a Top Colorado Company to Watch and a Top Boulder County Company. In addition, Mueller is an award winning Adjunct Professor and Director of the Cross Campus Entrepreneurship Program at the Leeds School of Business at the University of Colorado Boulder, where he has been rated by students among the top MBA instructors. He leads a Global Seminar each summer, Entrepreneurship & Empowerment in South Africa, helping disadvantaged businesses in the Townships. Mueller also helps with the Veterans Entrepreneurship Program, helping disabled military veterans start businesses. A few years ago, Mueller developed The Tour de Happiness, a documentary exploring happiness. He also traveled to New Zealand and Australia, which included an appointment as Entrepreneur in Residence at RMIT University in Melbourne, Australia. He graduated magna cum laude from Eastern Michigan University and holds an MBA magna cum laude from The University of Colorado Boulder. CYNTHIA BANKS:​ ​Faculty Director for Global Initiatives; Instructor-Deming Center for Entrepreneurship Cynthia Banks is a seasoned entrepreneur and a passionate company leader raising her own global organization from the age of 25 and now helping others with strategy and business development. She joined the faculty at University of Colorado – Boulder in August 2016. She is a Colorado native and has earned degrees from both Colorado State University and University of Colorado (Masters of Organizational Management). From 1990-2014, Banks was the Founder and CEO of GlobaLinks Learning Abroad a major global education organization which helped more than 30,000 students study or intern abroad at 120 programs worldwide. She sold the company in 2014 and subsequently started her own consulting practice called New World Vistas with a focus on business strategy and organizational design. One of her current projects is raising a new venture called the Global Leadership League which focuses on training and development of global women leaders. She also helped launch a new educational mobile tech company called Unleesh which is making headway in the hospitality training space. She mentors other new ventures and is an active investor with the Rockies Venture Club WIN fund. Cynthia is also the Founder of a 501C3 non-profit called the Foundation for Global Scholars which supports students with scholarships. This Foundation has formed a strategic partnership with Boulder-based Greenhouse Scholars where she now serves as an Advisor. Over 2.5 million in scholarships awarded since 2007. She was elected to the NAFSA: Association of International Educators Board of Directors in 2011 and has held four other significant leadership roles with the Association. She currently serves on the board of advisors for the University of Colorado – Denver Jake Jabs Center for Entrepreneurship and is a member of the Prestigious International Women's Forum. She also donates her time as an advisor to Greenhouse Scholars in Boulder, The Fund for Education Abroad and Diversity Abroad. Previous honors include being a consistent top 10 Women Owned Business in Colorado, voted as one of the 2013 Top Three Minority/Women Owned Business in Colorado by the Denver Metro Chamber of Commerce and winning the 2009 Small Business of the Year by the Colorado Women’s Chamber of Commerce. About Northwest Small Business Development Center (SBDC) The Northwest SBDC exists to serve dedicated entrepreneurs and business owners who want to strengthen their path to success by utilizing the powerful partnerships of the Colorado Small Business Development Center Network. The Northwest SBDC provides no-cost consulting and low-cost training to ensure small businesses in Northwest Colorado grow and prosper. The Northwest SBDC serves Eagle, Garfield, Pitkin, Moffat, Routt, Jackson, Grand, Gilpin, Clear Creek, and Summit counties. For more information visit ​www.northwestsbdc.org​ or email ​info@northwestsbdc.org​. DEMYSTIFYING ENTREPRENEURSHIP YAMPA VALLEYRECAP AUGUST 21 & 22, 2020 ABOUT THE EVENT The Northwest Colorado Small Business Development Center and The University of Colorado Boulder Leeds School of Business Deming Center for Entrepreneurship hosted the inaugural Demystifying Entrepreneurship-Yampa Valley, August 21 and 22. This inaugural program was a virtual event taught by Erick Mueller and Eric Bruno, entrepreneurs and award-winning professors at the Leeds School of Business. The workshop curated content specific to both aspiring entrepreneurs and current small business owners. This is the first of a five-year partnership that is also supported by the Town of Hayden, the Steamboat Springs Chamber, the Craig Chamber of Commerce, Colorado Northwestern Community College, and the Yampa Valley Entrepreneurship Center at Colorado Mountain College. In subsequent years, the workshop will be hosted at locations throughout the Yampa Valley, highlighting the unique opportunities to do business in the region. ATTENDEES & COHORT ➢We had a diverse group of business concepts at different planning stages. The unique concepts were surprisingly intertwined and complementary which created unique overlap that was conducive to learning and increased attendee engagement. ➢The cohort includes representation from across the Yampa Valley, including Steamboat Springs, Craig and Oak Creek. ➢There was also representation from Eagle, Summit and Rio Blanco Counties. ➢Partners from Town of Hayden, CNCC and Northwest SBDC participated in the workshop. ➢The plan of the Northwest SBDC is to keep the cohort engaged and find other ways to grow throughout the year. ➢The cohort will be a great team of ambassadors to promote and share the entrepreneurial spirit in the Yampa Valley and throughout northwest Colorado. ➢Cost for the workshop and ongoing cohort support was $50 per person. ➢(3) Full Scholarships were awarded. INSTRUCTORS & LOCAL PANEL CONVERSATION The workshop was taught by Erick Mueller and Eric Bruno, entrepreneurs and award-winning professors at the Leeds School of Business. The playful dynamic between both instructors kept the virtual workshop lively, engaging and energetic. They were able to share their extensive knowledge and business experience with the group through a thoughtfully designed two-day program. The workshop also featured two Yampa Valley entrepreneurs in a panel conversation during the second day of the workshop: ●Kayleen Cohen, Founder of Mountain Dog Media in Steamboat Springs ●Jay Hirschfeld, Founder of 41North in Hayden Erick Mueller moderated a conversation with both panelists that allowed the group to hear actual success stories, as well as pitfalls, from businesses in the region. PARTN ERS We had the opportunity to highlight the great support available locally: PARTNERS MARKETING & PR ➢A press release promoting the inaugural event was issued and distributed to Yampa Valley media outlets. ➢The event was consistently promoted in the Northwest SBDC weekly newsletter. ➢Flyers were distributed by local partners to their members and customers. ➢A Facebook event was created and event-specific posts were boosted at targeted to an audience within a 50-mile radius of Hayden, Colorado and in Eagle County. ➢Event-specific Instagram and Twitter posts were designed and promoted to generate awareness. ➢Erick Mueller created a hype video that was also posted on Facebook, Instagram & Twitter. ➢A print ad promoting the event ran in the Steamboat Pilot & Craig Daily Press on August 21. FOLLOW UP Event attendee received a post-event gift in the mail with the following: ➢Certificate of Completion ➢Thank you card ➢Town of Hayden can coolers ➢CU Boulder Notebook & Deming Entrepreneur stickers ➢Bag of yellow M&M’s ➢Body lotion sample from a Steamboat Springs business COMMENTS “Erick and I went for lunch Saturday afternoon, and we both vehemently agreed, the Hayden session was one of the best ones ever- even considering the all-virtual nature of it.” -Eric Bruno, Instructor “I really enjoyed the group format. The diverse backgrounds and experience levels had overlap to go around.” -Matt Hayden, Attendee “I think that Erick & Eric were great hosts and engaged the attendees. This goes along way when you are moving at a quick pace.” -Jess Feinerman, Attendee “The highlight is that it ABSOLUTELY breaks down entrepreneurship into tangible steps, and you will walk away with enough tools and confidence to know where to start.” -Chelsea McGuire, Attendee “This class is a wonderful way to get fired up & motivated to launch your business!” -Rebecca Boucha, Attendee “It was really nice to hear real stories of creativity from the group, the special guests and the coaches. It’s good to know everyone has to start somewhere and all have different experiences along the way.” -Jason Mannen, Attendee “It was extremely uplifting, and I feel like I can accomplish my goal of being an entrepreneur!” -Genevieve Yazzie, Attendee Attachment: 1.jpg Attachment: 2.jpg Attachment: Yampa-#-9.jpg Contacts: Lauren Ciarallo First Name: Lauren Last Name: Ciarallo Linked User Form lauren@northwestsbdc.org 2019 CSE Reviews: 21300160 Name Attachments 21300160 No 21300161 No 21300162 No 21300163 No 21300164 No 21300165 No 21300166 No 21300167 No 21300168 No 21300169 No 21300171 No What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form esaeger@vailgov.com Tag type:dynamic 2019 CSE Reviews: 21300161 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form alisonw@vailchamber.org Tag type:dynamic 2019 CSE Reviews: 21300162 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form williambarrydavis@gmail.com Tag type:dynamic 2019 CSE Reviews: 21300163 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form kimnewbury@gmail.com Tag type:dynamic 2019 CSE Reviews: 21300164 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form mvalenti@vailresorts.com Tag type:dynamic 2019 CSE Reviews: 21300165 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form markgordonvail@gmail.com Tag type:dynamic 2019 CSE Reviews: 21300166 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form rkundolf@msn.com Tag type:dynamic 2019 CSE Reviews: 21300167 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form sbiszantz@gmail.com Tag type:dynamic 2019 CSE Reviews: 21300168 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form mvlaar@vailgov.com Tag type:dynamic 2019 CSE Reviews: 21300169 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form mmiano@vailgov.com Tag type:dynamic 2019 CSE Reviews: 21300171 What category is this application? Write additional comments, notes or things you want to remember about this application: What did you like about this program/event? What needs improvement? Submission Date Linked Events 2019 Startup to Scaleup Business Planning Workshop Linked Form jgross@vailgov.com Tag type:dynamic