Policies & Procedures

Policies & Procedures Manual
Narrative Standards
NBC Guidelines
Attribution / Qualtrics Links
CAP Referral Process

RFP & Grant Compliance

RFP Materials
Financial Accounting Forms
Annual Report Instructions
SBA, DLA, State Funds

Strategic
Plan

Current Plan: Aspire 2023
Market Data Archive
Plan & SWOT Archive

Surveys

Quarterly Satisfaction Survey
Trends & Response Rates
America’s SBDC Impact Survey
Host & Stakeholder Surveys


Brand Assets & Marketing

Branding Standards
Logos & Graphics
Calendar & Templates
Impact Snapshots
Group Photos / Headshots

Neoserra
Database

Training
Registration Links
Q & A

Success
Stories

Advisor Success Story Standards
Forms

Conference Call Schedule & Archive

Monthly Call Schedule
Archive of Past Calls & PPTS

Accreditation

Self Study
Standards
Post-Review Results

Resources

Email Templates / BOX
Quickbooks discount codes
Profit Cents login
Handouts for Clients
FDIC & Boots2Business
Other Database & Software Resources

New Employee Onboarding

Onboarding Outline
Neoserra Training
Conflict of Interest
Certified Business Advisor

HR / Prof. Development

Requirements
Reporting Process
Employee Engagement Survey
Employee Recognition
Workplace by Facebook