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U.S. Small Business Administration Logo

 SCORE is a Resource Partner with the U.S. Small Business Administration

With sponsorship support from the Ewing Marion Kauffman Foundation


Sample Workshop Agenda
 9:00---9:30 Welcome and Opening Comments
 9:30---9:40 Small Business Administration (SBA)
  • Overview of SBA operations
 9:40--10:25 The Business Plan-Elements of the plan;
  • Why it’s important? 
  • How SCORE can assist with the plan; 
  • How the plan can be used in securing financing.
10:25--10:35 --Break--
10:35--11:15 Business Insurance
  • Understanding the types of business insurance;
  • Risk management;
  • Why you need to consider insurance coverage
    for all risks
11:15--11:55 Legal Considerations in Business Planning-
  • What are the legal business entities?
  • What is the right one for your business?
  • Legal issues you should know when starting
    or operating a business
11:55--12:25 --Lunch--
12:25---1:05 Financial Controls and Accounting-
  • Operating (P&L) statements;   Balance sheets;
  • Cash Flow;  Tax issues;  Record keeping
 1:05---1:45 Marketing-What is marketing?
  • Why marketing?    How to use marketing;
  • Examples of marketing
 1:45---1:55     --Break--
 1:55---2:35 Bank Loan Officer Views
  • How to apply for a bank loan;
  • What’s needed for a bank loan?
  • Criteria for obtaining a bank loan
  • How your credit report affects your ability
    to obtain a bank loan.
 2:35---3:00 Are you a candidate for entrepreneurship?
  • Personal traits and aptitudes
    important to the successful business proprietor.


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