Monthly Chapter 0227 Meeting Minutes April 2, 2014 TIME: 8:27 AM LOCATION: Cedar Rapids Economic Alliance Building EXECUTIVE COMMITTEE MEETING

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1 Monthly Chapter 0227 Meeting Minutes April 2, 2014 TIME: 8:27 AM LOCATION: Cedar Rapids Economic Alliance Building EXECUTIVE COMMITTEE MEETING Attendees: Jim Burns; Dick Bice, Greg Christensen; Pat Gosnell; Jim Green; Alicia Jackson; Vern Jackson; Jean Kruse; Kathy McArtor; Carolyn Tonn; Jim Vancura; Jerry Ziese Executive Committee/Officer Reports: A. Secretary Jim Green moved and Greg Christensen seconded a motion to approve the minutes as written. Motion carried. B. Treasurer (Alicia Jackson reporting) Finance Report The finance report is shown below Financial Report March 31, 2014 Beg Balance 3/1/14 $ 21, Receipts: Workshops $ SCORE Natl $ 2, Interest $ 1.80 Total receipts $ 2, Disbursements: Internet $ New member badges $ Kirkwood Foundation $ Postage $ Ink cartridges $ Total disbursements $ Ending Balance 3/31/14 $ 23, C. SBA Report Carolyn Tonn reporting It is getting very difficult to find enough volunteers who will serve for desk duty; six people had to have desk duty twice this past month. A discussion was had about whether to reduce the number of days per week that the SCORE office has a person in the office or how we can solve this problem. Most people expressed the opinion that they preferred to NOT reduce the number of days that the SCORE office has a person at the desk. The best solution would be to recruit more people who are able to serve at desk duty. No action taken at this time. Committee Chair Reports D. Workshop Committee (Jean Kruse reporting for Dianne Martin) March Workshop Committee Report April 2, 2014: March Workshops:

2 Marion Library o An Exit Plan for Your Business March 6 Presenter: Jon Konchar 27 attendees o Sizing Your Market March 20 Presenter: Greg Tomsic 14 attendees Breakfast and Evening Roundtables -- March 27 o Breakfast Roundtable 20 attendees o Evening Roundtables 4 attendees March How to Really Start Your Own Business Seminar o 15 paid attendees Upcoming Workshops Marion Library o Record Keeping for Small Business April 3 Presenter: Jean Kruse o Hiring New Employees April 17 Presenter: Brenda LeMarche President and Founder of BRL HR Consulting LLC Roundtables April 24 How to Really Start Your Own Business KTOS Seminar May 6, 13, 20 Jim Burns is working to set up a second breakfast roundtable as his is getting too big to be effective. Please ask him for an update on this. Dianne Martin, Workshop Committee Chair Have you or your clients contact Dianne Martin or at Dianne.martin@mchsi.com to attend these events. Serving Benton, Cedar, Jones and Linn Counties MENTORS: Contact clients to get them to attend the workshops. Go to for added information. E. Training & Membership Dick Bice reporting There are presently at least 7 new members in the process of training. We need new recruits to know our expectations to work at desk duty; they need to know what we expect of them. Training would like to schedule presentations of about 10 minutes during the program at our meetings; one subject would be the portal. F. Marketing Jim Burns Jim would like to do a periodic newsletter. They are working on a revised brochure which will be ready next week; Bice is working with Copy Works on this (this was approved last month). Jim has at least one new success story for the brochure and is working on another. They will send the success stories to National when completed. Three volunteers came to Sam s last week for our monthly visit there.

3 There were 23 persons at the roundtable last month, which is too many they don t all get to talk. Therefore, they have made arrangements to have a second breakfast roundtable on the 2 nd Tuesday of each month from 7:30 to 9 am. Keith Rippy will be the facilitator. It will be at the same place Scott s Restaurant on Blairs Ferry. Jim will send an to all of the Thursday attendees about the new date. He asked the present group why they attend the present group reason is they like each other. The first meeting of the new roundtable group will be on Tuesday, April 8. G. Technology Jim Green Reporting Office computer is now working last week it was not, but Jim fixed it. A lot of the s that Technology sends out have been bouncing. Jim is working on the presentation that he and Jim Vancura will give at the District meeting on Friday, May 16. H. Administration Jim Vancura and Pat Gosnell both reported on the very large number of uncounseled clients that presently are listed. I. Evaluation No report. J. Iowa City Chapter Task Force Greg Christensen Reporting We received an from a person who lives in Coralville who wants to become a volunteer member of our chapter; we presume Membership is pursuing this and will have an interview with him soon. K. District Director Report Jean Kruse Reporting The Annual District meeting will be held at the Ames Holiday Inn on Friday May 16 from 9:30 am to 4 pm. Jean is encouraging Chapter members to attend if possible. Dean Swanson, our Regional Director from Minnesota will be a presenter at the meeting. Also, Jim Green and Jim Vancura will present info on Constant Contact and chapter websites. It is important that all of our members take the survey that is being sent to each volunteer. Reminders will be sent by National each of the next two Mondays. Members should at least open s from National. Many of the s are very informative and helpful. Taking the survey is very important to National and to our chapter so PLEASE take the survey; it does not take long. As of March 30, only 22 of our members had taken the survey that is 47%--let s shoot for 100%. Explanation of the SimpleSteps program that Des Moines chapter is now offering. They have secured 4 sponsors who contributed $2,000 each to do the marketing of the program which will be presented on three different evenings in three different locations beginning on April 14 and ending on May 15. The Des Moines chapter will report on this at our District meeting on May 16. Our chapter s counseling sessions have increased from 283 to 299 for the 6 months ended March 30 over that same period last year. However our workshop attendees have decreased from 657 to 474 during that same period so we had a net decrease in counseling + workshops of about 18%. The total of all 11 chapters in the Iowa District had a 9% increase in those total services. Jim Vancura expressed his disappointment that so many of our members do not even open the s from National and also those from our own chapter. The Corridor Business Journal did a very nice article in CBJ about Jon Konchar s presentation last month at the Marion Library the reporters attended with their cameras and took pictures nice article. Also, he announced that Chuck Murphy will present his Franchising program for SBA at the Marion Public Library at noon on Thursday, April 10.

4 GENERAL MEMBERSHIP MEETING MINUTES The General Meeting was held in the Metro Alliance large conference Room; meeting opened at 9:37 am. Attendees: Richard Bice, John Brockardt, John Bryant, Mike Dulaney, Dean Gesme, Pat Gosnell, Jim Green, Alicia Jackson, Glenn Jensen, Jean Kruse, Kathy McArtor, Jerry Moore, Chuck Murphy, Don Robinson, Jim Vancura, and Carolyn Tonn. Reports and General Information A. Treasurer s Report. See Executive Committee minutes for detail. B. Workshop Report See Executive Committee minutes for detail. C. Training & Membership Committee See Executive Committee minutes for detail. D. Marketing See Executive Committee minutes for detail. E. Workshops See Executive Committee minutes for detail. F. Technology See Executive Committee minutes for detail G. Iowa City Task Force See Executive Committee minutes for detail. H. District Director See Executive Committee minutes for more details. SBA Report Carolyn Tonn reporting See Executive Committee minutes for more details. Jim Vancura see executive committee minutes for more details. PROGRAM The program was volunteer member education on how to use Webit to record client sessions. The handout for this education is attached to these minutes. The education was presented by Jean Kruse with the assistance of Jim Vancura and many of the members in attendance. Respectfully Submitted Jean Kruse, Temporary Secretary for a day

5 SEE THE NEXT PAGE FOR HANDOUTS OF THE EDUCATION PROGRAM

6 Two (2) ways to go to Webit (we should call it edmis : why do we call it webit?): #1 Cedar Rapids Chapter Volunteer Log On Username: Password: Log On When you successfully log on, you get the following screen (the SCORE logo is on top, followed by the heading: Cedar Rapids Chapter Clients And then this is approximately what you will see: View All Clients View Clients Not Yet Counseled View Active Clients By Last Time Seen by Me View Only Case Closed Clients View Volunteer Roster Edit My Profile Client Satisfaction Feedback (NPS) District Reports Tech Support Training Resources (Volunteer Center) Log Off Create A New Client Last Name First Name Type Of Counseling Requested: Face-to-Face Telephone SUBMIT Search for: by Drop down: SUBMIT [You should always do a search before Last Name Create a New Client] First Name Company Name

7 Second way to get to webit: #2 SCORE Portal Working Material for SCORE CR Members P Article Index Calendar Vis-Log Case Assn WEBIT T Above is at the top of the Portal home page. Click on Webit and you will go to Webit the #1 way to get to webit When you have desk duty and want to type a visitor/phone Log or if you want to send info to the Case Assignment person to assign a particular person to another counselor, click on: Vis-Log/Case Assn When you click on Vis-Log/Case Assn you get a screen that looks something like this: Click One of these Buttons to Choose What You Want to Do Select Log Only allows you to create a Visitor and Phone Log that you can print and also read as (on the office computer). Select Case Assignment allows you to create and transmit Counselor Assignment Request, as well as a Visitor and Phone Log. Show an Empty Form to Print gives you an empty form that you can print for paper entries in the office log notebook. (Since you have gotten this far, this probably is for others to use.) Select Log Only Select Case Assignment Show an Empty Form to Print