business plan december 19, 2013 for a regional economic development initiative to enhance the...
TRANSCRIPT
B U S I N E S S P L A N
December 19, 2013
f o r a R e g i o n a l E c o n o m i c D e v e l o p m e n t I n i t i a t i v e
to E n h a n c e t h e B u s i n e s s R e c r u i t m e n t F u n c t i o n
THE GRANT PROJECT
DEO FUNDED– Business Plan for a Regional Economic
Development Initiative to Enhance Business Recruitment Function
$15,000 AWARD
SPECIFIC TASKS – Due: February 28th
• Draft Business Plan
• Draft Policies and Procedures Operational Guide
– Due: May 31st • Final Business Plan • Final Policies and Procedures Operational Guide
ECONOMIC DEVELOPMENT S C O P E O F W O R K
Business
Plan
• Organizational structure• Definition of the regional economic development agency’s responsibilities
and relationship with local economic development offices• Financial projections• Fund-raising strategies
Operating Manual
• Operational Policies & Procedures• Support System /Integrated Partners
Result: An economic development agency initiative that will allow all counties within the region to be integrated into the organization thereby insuring collaboration and cooperation throughout the Southwest Florida region.
Charlotte County Mr. Tom Patton Executive Director
Collier County Mr. Bruce RegisterMr. John Cox
DirectorPresident & CEO
Glades County Ms. Tracy Whirls Executive Director
Hendry County Mr. Gregg Gillman Executive Director
Lee County Mr. Glen SaylorMr. Rick Michael Executive Director
City of Cape Coral Mr. Dana Brunett Executive Director
City of Bonita Springs Ms. Christine Ross President & CEO
City of Fort Myers Mr. Marvin Collins Assistant City Manager
Sarasota CountyCity of Sarasota
Mr. Mark HueyMr. Jeff Maultsbury
PresidentDirector
City of North Port Mr. Allan Lane Manager
ECONOMIC DEVELOPMENT IN SW FLORIDA
Southwest Florida Economic Development Alliance
CEDS Working Group Economic Development Directors
Alliance
ED Directors
ENVIRONMENT
COLLABORATION
Define our region
Define roles
Define our strengths
Enhance existing partnerships
Define our needs
TENATIVE PROJECT SCHEDULE
L I S T O F Q U E S T I O N S :E D D i r e c t o r s
1. What features of a regional economic development effort would be useful?2. What do you NOT want this regional effort/entity to do?3. How do you define this region?4. How do you define EDO Leaders in the Region?5. How would you enhance the Business Recruitment Function in SWFLA?6. Explain your idea of Regional Marketing.7. What Data would be useful to share from a regional perspective?8. How should Prospects be handled from your perspective? 9. When you are asked about Universities in the region – what is your first
response?10. How many staff members do you currently employ? 11. Which Regional Entity do you know the most about in the State of Florida?
• JaxUSA• Florida’s Great Northwest• Greater Fort Lauderdale Alliance• Metro Orlando • Space Coast • Tampa Bay Partnership• Florida’s Heartland REDI • Other
HIGHLIGHTSW
hat w
ould
be
Use
ful • Data Repository
• Branding• Lead
Sharing/Generation• Leverage Resources• Regional Advocacy• Forums
Dat
a to
be
shar
ed
• Sites/Real Estate• Workforce• GIS Data• Infrastructure• Airports• Broadband • Electricity
• Business Highlights• Environmental
Attractions• Important
Assets/Photographs• Target Industries
DO
Not
Wan
t • Conflict with Local efforts
• Reduce existing Funding
• Regional entity to work leads
• Over Management
On December 19th, local Economic Development Directors came together from the region (Charlotte, Collier, Glades, Hendry, Lee & Sarasota Counties, including City of Cape Coral, City of North Port, Bonita Springs, and Naples).
THE FUNDAMENTALSW H AT I S B E S T F O R O U R R E G I O N
Option 1 (CEDS Vital Project)
• Promote Centralized Data
• Regional Marketing Effort
Option 2
• Lead Generation
• One Point of Contact
Option 3
• Data Repository
• Regional Marketing
• Recruitment• Retention • Expansion
Option 4 (ALL IN ONE)
• Data• Marketing• Lead
Generation• One Contact• Recruitment• Retention• Expansion
Option 1: Regional Economic Development Executive Directors Consensus, December 19th.
NEEDS
MARKET ANALYSIS DATA for Business Plan
SOCIAL MEDIA MARKETING PLAN for Economic Development
MEETING FACILITATION with Alliance, Economic
Development Directors and other key players
BRANDING VS MARKETING
Workshop
INTEGRATED REGIONAL WEB-PRESENCE
• Sarasota EDC recognized at the FEDC conference for their website
http://www.edcsarasotacounty.com/
INDUSTRY CLUSTER ANALYSIS for Southwest Florida
TARGETED INDUSTRY STRATEGYfor Southwest Florida
WHATS THE TARGET
• Executive Summary• Developing an organizational framework (Background and
Approach)– Vision – Mission
• Market Analysis• Organization & Management • Services or Products • Marketing • Funding Request• Financial Projections• Appendix (optional)
BUSINESS PLAN
POLICIES & PROCEDURES
• Mission Statement • Products & Services • Goals/Values • Organizational Chart• Organization
– How and to whom calls are referred
– Information requested from the contact
– Operational plan– Outreach Plan
• Marketing– Printed Materials Lifecycle– Lead Generation – Fundraising
• People– Board Recruitment – Positions– Job Descriptions
• Technology– Web Presence
• Capital – Financial Statement
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For more information please contact us at:[email protected]
Jennifer Pellechio, ED Program Manager
239.338.2550 ext. [email protected]
www. swfrpc.org
Margaret WuerstleExecutive Director239.338.2550 ext. [email protected]