OSBDCN CAT Regional Quarterly Report
Please utilize the attached Link:
https://clients.bizcenter.org/DocumentMaster.aspx?doc=2849
Report template can be copied from MS Word into this survey tool.
Narrative reporting examples and best practices can also be reviewed at: https://clients.bizcenter.org/DocumentMaster.aspx?doc=2110
Report Details:
Quarterly: Quarterly Performance Reports: Due the 15th of each month. The report should provide concise summary of activities and milestones achieved *under this grant program ID* during the period.
Failure to submit this report accurately and in a timely manner could jeopardize future funding. The SBA has greatly reduced that maximum length of this narrative report and bulleted items under the report sections will be greatly appreciated.
Report Content:
•Bullet events, memberships and activities when possible. Utilize italics if reporting event titles.
•Report using third person (ie. The Lane Director spoke at …..)
•Report new activity and omit repetitive or broad statements. (Omit – Advocated for SBDC services with Chambers of Commerce. / Instead – The director spoke on January 14 at the Chamber of Commerce and advocated for SBDC services while announcing the winter training schedules.)
•Include and list advocacy with local, state, or federal representatives and provide dates where possible.
•Include details of loan products or event participations discussed with banks. Include names of lenders contacted and dates of discussion where possible.
•Provide detail of economic development and civic memberships you participate in. Report key small business or economic information that would not be well known outside of the region served.
•Provide the number of referrals made to partnering organizations such as GCAP. Discuss specific training participations with such organizations.
•If there are “No items to report”. It is alright to leave this section blank.
https://clients.bizcenter.org/DocumentMaster.aspx?doc=2849
Report template can be copied from MS Word into this survey tool.
Narrative reporting examples and best practices can also be reviewed at: https://clients.bizcenter.org/DocumentMaster.aspx?doc=2110
Report Details:
Quarterly: Quarterly Performance Reports: Due the 15th of each month. The report should provide concise summary of activities and milestones achieved *under this grant program ID* during the period.
Failure to submit this report accurately and in a timely manner could jeopardize future funding. The SBA has greatly reduced that maximum length of this narrative report and bulleted items under the report sections will be greatly appreciated.
Report Content:
•Bullet events, memberships and activities when possible. Utilize italics if reporting event titles.
•Report using third person (ie. The Lane Director spoke at …..)
•Report new activity and omit repetitive or broad statements. (Omit – Advocated for SBDC services with Chambers of Commerce. / Instead – The director spoke on January 14 at the Chamber of Commerce and advocated for SBDC services while announcing the winter training schedules.)
•Include and list advocacy with local, state, or federal representatives and provide dates where possible.
•Include details of loan products or event participations discussed with banks. Include names of lenders contacted and dates of discussion where possible.
•Provide detail of economic development and civic memberships you participate in. Report key small business or economic information that would not be well known outside of the region served.
•Provide the number of referrals made to partnering organizations such as GCAP. Discuss specific training participations with such organizations.
•If there are “No items to report”. It is alright to leave this section blank.